“When we get closer to deployment, we definitely need to start managing the change.”

I have heard this time and time again… And I’m sure you have too.  For many, this probably seems like a plausible approach.  After all, isn’t “change management” mostly about training as a means for being “ready” for the change?

The short answer is “are you kidding me?”.

This is one of the project world’s most common and perilous traps.  I tell all my clients that the process of managing change  actually starts before the project even kicks off.

Huh?  That’s right…

As soon as “change” is a sparkle in your eye, you better start managing it… the vision, the message, the context, the learning, the implementation itself, the transition, and the measurement…

Some think I’m cracked… but I’m right.  I would love to hear your opinions – what do you think?

“It’s the product, stupid”… or is it?

For the better part of a decade, I worked for a large technology company based in the greater Boston area.  When I joined in 1998, it was already a good size organization (~6,000 employees) with most of the power and influence being wielded out of two areas – Product Development (aka Engineering) and Sales.

The company was, first and foremost, a product company.  In large measure, we made great products and had a hell of a sales team that could close deals.   The road to product leadership had been paved primarily by a breakthrough product family that was a game changer and revolutionized the industry.  And the master mind behind that product line was revered like a god.  And rightly so, his design was instrumental in our ability to topple some of the world’s technology giants in the industry.

But… you can become too focused on how great your product is… In fact, I can remember being at a company “all-hands” meeting at which ‘said’ god was speaking.  He had just been named a fellow of the company and was giving a brief speech.  As he was finishing up, he raised his fist in the air (kind of pumped it) and said “it’s the product, stupid.”

What the hell does that mean?  I didn’t get it.  None of us (my contemporaries anyway) got it.  We just looked at each other with an “is-that-an-in-joke-that-none-of-us-are-in-on?” look.  Over the next couple days, we went looking for the reference… Clearly this had some meaning somewhere.  And it did.

We discovered that it had been a phrase used historically, in a “tongue-in-cheek” kind of way to explain why the company was so successful.  “It’s the product, stupid!”  How could you even ask the question… you idiot?!!  Ha ha ok I get it now.

At the time, I just found it lame… But upon some reflection, it really started to annoy me. (editorial note: I don’t believe there was any intent to offend anyone or even to be overly provocative… but it really got me thinking)

“It’s the product, stupid.”

“It’s the product, stupid.”

What about “the people?” What about you and me and everyone else?  Don’t we have something to do with the success of the company?

Don’t we have ideas that lead to new opportunities, initiatives, markets?  Don’t we conceive of products, design them, build them?  Don’t we market them, sell them, deliver them, and support them?…Heck — isn’t it people who BUY your products?

If your focus isn’t on people, how do you get anything right?

It’s the people, stupid.

<this event marked the beginning of my gradual shift toward a specialty in organizational leadership and change>

Picaroons – The Best Canadian Beer You’ve Never Heard Of…

We think we have a few secrets here in the Maritimes (New Brunswick, Nova Scotia, and Prince Edward Island, Canada). Small cities, great access to clean air and outdoor fun, lobster. I would add to that… some of the best beer you’ll find anywhere.

My favourite local beer is Picaroons (http://www.picaroons.ca).  I don’t know whether Picaroons is technically a craft beer or a micro brewery beer. And frankly I don’t really care. There’s a saying about art (something like – “I don’t know much about art, but I know what I like”). The same kind of applies to my knowledge of micro vs. craft beers. But I know I love this one.

Picaroons has a number of varieties. My “go to” summer choice is Dooryard, an Organic wheat beer (see below). It has a slight cloudiness to it and when you add a slice of lemon, the flavour explodes.

Picaroons Dooryard

[Backgrounder… it’s likely you’ve never heard the word dooryard.  In short, many folks in my neck of the woods use it as a synonym for driveway but here’s a proper definition (from the Carelton County New Brunswick Colloquialism dictionary… Dooryard \’dor-yard\ n – The exterior area of a home surrounding the most commonly used entryway, typically the driveway area; “Buddy does a good job of plowin’ out th’ dooryard.” A logical extension of “barnyard,” “back yard” and “front yard,” it is likely that this compound word grew out of a necessity to distinguish working areas from living areas. In a practice common to the region, homes were attached to barns and other out-buildings; dooryard identifies the exterior area of a home not given over to farming. A household word in parts of New Brunswick, dooryard is seldom heard elsewhere.  End of Back Story]

In the fall, I go back to two of Picaroons’ oldest (and I’m pretty sure original) beers – Best Bitter and Irish Red. Both of these are substantial ales with nice hoppy flavours. And if you love hoppy, try Yippee IPA! I’d be lying if I said I didn’t enjoy a nice stout in the winter like Guinness or St. Ambroise Oatmeal Stout (from Montreal). But I also like Picaroons’ Dark & Stormy Night. And when Spring Hits, I look for their Blonde Ale… tasty.

But today, when we were supposed to feel remnants of Hurricane Bill (and didn’t save for a few minutes of rain and wind), it was all about Dooryard.  There are lots of little gems out here in eastern Canada, especially in my home province of New Brunswick, also known as the picture province.  One of them is Picaroons… the best Canadian beer you’ve “now” heard of.

Do you have a sense of urgency?

Creating a sense of urgency is a necessity if you are to implement successful change in your business. Why? Well, for starters, a sense of urgency from a C-level sponsor creates the initial boost needed to give birth to a new initiative. That boost can help ensure the project kicks off on the right foot (strong sponsorship and commitment, proper funding, and the right resources dedicated to the project). It can also provide a kick in the pants where needed.

But most of all, in my experience, a sense of urgency creates energy. It creates an atmosphere that motivates people. It brings excitement. It creates something to connect to and gather around. A sense of urgency also inspires us to do something, to do it better, to do it smarter, to do it now!

Great — so how do you create a sense of urgency? I like to use business cases or cost-benefit analyses. Business leaders like, no scratch that, they need to understand the analytical rationale for agreeing to pursue something new — a new product, a new market, a new system, a new process… A business case helps you to articulate what’s happening in your business, what needs to change, how it ought to be changed, the benefits of doing it, and the costs to get there (giving you some semblance of an ROI). Granted, high-level estimates often leave much to be desired but a business case can get people excited… create belief in the story and form the basis for a sense of urgency to do something about it.

John Kotter, author of Leading Change and a pre-eminent authority on organizational transformation, believes (and I happen to agree) creating a sense of urgency is critical to successful change. The video below is a 2008 interview with Kotter in which he gives his insights on urgency and how to create it… Take a look.

Common sense… but not so common

A few weeks ago, I was making a presentation to a group of colleagues… the topic was Change Leadership.

[Back story – I lead my consulting firm’s Change Practice. We implement strategies and tactics that help our clients realize the benefits of the changes (new systems, processes, structures, policies, etc.) they are making… You better underline benefits too because an awful lot of organizations forget about that. I know it sounds crazy but it’s true.

Many “change consultants” are psychology types that place emphasis on ensuring people are comfortable and empowered throughout major change because it can be so painful and disruptive. I agree it’s important to facilitate the change for the people impacted by it… but not because they feel pain and disruption… because if they are successful, you will achieve the benefits of the change. And if your people don’t succeed through a change, your organization and its performance won’t either.

It really isn’t so much about “managing change” but about “making change stick.” If it doesn’t stick, it’s a wasted investment… My practice is in the business of helping you do the right things in the right ways to ensure you don’t waste your investment. End of back story].

As we were nearing the conclusion of the session, I was reviewing some of the major building blocks of most change methodologies: vision, communication, education & training, operational transition. I put up a slide that said “Sounds like common sense… and that’s the problem.”

Communications and training sound so simple. And in many ways they can be, in concept, but they require a great deal of focus, skill and energy to do really well. And few organizations do these well. In fact, these are the most often cited areas that project teams and organizations would say they had a shortfall or underestimated the effort required. Yeah – no kidding!!

One of the fundamental reasons so many transformation (very overused term by the way, so my apologies) and change initiatives fail is because project sponsors and team leaders underestimate the work needed to properly engage and enable stakeholders (i.e. users, staff, workers or whatever word best describes the people who need to change).

So the next time you are considering change for your organization… don’t pay lip service to the building block activities I mentioned about – vision, communication, training, and operational transition. Really do them. And do them well. They are an investment. And they will pay off. Better yet – contact an expert who can help you do this (I could recommend someone!). Yes – this is totally self-serving… but look around… there are very few people who do this kind of work for a living.

Success is what you want… it’s what you need. Benefits are what you want to achieve. They’re what you need to achieve.

It seems like common sense, eh? (that’s Canadian for “right?”)… Well, it’s not that common. And that’s unfortunate for the organizations that represent the 2/3 of all change initiatives that fail to deliver their desired benefits. In fact, it’s a shame.

“You can’t play Jenga with a house of cards…”

It was a Friday in July of 2006; it was about 1pm on a hot and humid day in greater Boston.  I was just finishing my 12th consecutive month of weekly travel (and feeling a little irritable).  I was the change leader for a very large CRM implementation.  Bill was the Program Director, Bob was the Business Lead and Tony was the Partner from our integration partner.  “You can’t play Jenga with a house of cards,” remarked Bob… (reminder below)

Jenga

The back story… We were in month 16 of an 18-month odyssey to bring a new CRM system to 5000 professionals located in every corner of the world.  In many ways, the project was a success story.  We had strong sponsorship.  We had (mostly) adequate funding.  We had (moderately) a solid team.  We had excellent engagement and commitment from stakeholders, especially from our field organization (probably the best I’ve ever been involved with).  System development, on the other hand, had been bumpy; forever behind schedule.

On the Friday morning before we’re scheduled to kick-off end-user training in London and Munich… we’re notified that our training environment (shoddily built by the way) has crashed.  They’re confident they can get it back online in time for training on Monday.  What do you do?  (note: this was not the first environment issue this project had experienced).

The discussion we’re having is (A) what to do about next week and (B) what to do… period… about training.  Our training program was developed on a model of direct practice in the system.

“You can’t play Jenga with a house of cards.”

The system and its instability was the house of cards…

I was extremely “bearish” on this system.  Had been for some time.  There was always something problematic with it… And we’d gotten a big black eye during our train-the-trainer program when we reluctantly used the development environment to conduct hands-on training. I had the pleasure of being in a classroom full of senior folks in Paris when our system crapped out.  Sorry doesn’t really cut it.

As the leader of the change team, the front line to the users, my team and I were feeling the wrath of anxious users who’d been burned by IT projects before.

So what did we do?…We cancelled the next week’s training… another mis-step would have erased what little confidence our users had in the system.  As I said, they’d been burned before by past projects.  That would have been a disaster for the $30M program.

Early the next week, after 72-hours of work by our tech team, we made what would turn out to be the best under pressure decision we made on the project.  While our tech guys were saying “everything should now be fine,” we weren’t convinced.  We scrapped the entire 5-week training program and set out on a plan “B”.  In short — 2 words: do over.

We replaced an instructor-led, classroom-based model with a completely web-based program.  In the span of a few days, we developed a “good enough” product to bring to the masses.  And build a new support model to provide coaching and assistance — user-led training isn’t as rich in content so we expected more support would be needed by our users.

It was a tremendous collaborative effort between business people, subject matter experts, IT folks, our trainers, extended project team, power users and our core team.  And, to paraphrase my now “former” brother-in-law… “it all worked out.” (it didn’t for him… hence the “former“).

Reasons for success:  (1) we gathered as much information as we could in the short time we had, (2) we were rational about what “could” be done – we did not try to be heroic (like many project teams do when faced with a critical issue), (3) we were honest with our stakeholders about what happened and how we would fix it (and we apologized to them for the inconvenience our issues had caused them and their teams), (4) we worked day and night to make it right, and (5) we thanked and rewarded the team of people who made it happen.  I had a lot of thank yous to our process leads, their teams, our consultants, and my team…

As with anything related to change – you have to put people first.  If you do that, and always do it, a lot of good things fall into place.  And while you still have a lot of work to do, you’ve got people working together toward the goal.