You are previewing The Change Leader's Roadmap: How to Navigate Your Organization's Transformation, Second Edition.
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The Change Leader's Roadmap: How to Navigate Your Organization's Transformation, Second Edition

Book Description

This is the most complete change methodology we have found anywhere."

-- Pete Fox, General Manager, Corporate Accounts, Microsoft US

In these turbulent times, competent change leadership is a most coveted leadership skill, and savvy change consultants are becoming trusted participants at the board table. For both leaders and consultants, knowing how to navigate the complexities of organization transformation is fast becoming the key to a successful career. This second edition of the author's landmark book is the king of all ?how-to? books on change. It provides a strategic overview of the author's proven change process methodology, as well as pragmatic guidance and tools for each key step in a complex transformational change process. The Change Leader's Roadmap is the most comprehensive guide available for building transformational change strategy and designing and implementing successful transformation.

  • Based on thirty years of action research with Fortune 500 companies, government agencies, the military, and large non-profit global organizations.

  • Outlines every key step in a transformational change process

  • Provides worksheets, tools, case examples, and assessments that you can immediately apply to all types of change efforts

  • Includes updated information on a wealth of topics including the critical path tasks and how to use the CLR to change minds and cultures

  • The new edition also includes new activities, methods for building change capability, guiding principles for change, and advice for leading the human dynamics in change and creating an organizational vision.

This book is specifically written for leaders, project managers, OD practitioners, change practitioners, and consultants seeking greater change results.

Table of Contents

  1. Copyright
  2. PREMIUM CONTENT FOR THE CHANGE LEADER'S ROADMAP
  3. FOREWORD
  4. PREFACE
  5. ACKNOWLEDGMENTS
  6. INTRODUCTION
    1. KEY POINTS FROM BEYOND CHANGE MANAGEMENT
    2. THE CHANGE LEADER'S ROADMAP METHODOLOGY
      1. Structure of The Change Leader's Roadmap Methodology
      2. How The Change Leader's Roadmap Methodology Is Unique
      3. Our Audience
      4. How This Book Is Organized
      5. Using This Book to Your Advantage
      6. Our Challenge to You
  7. 1. Upstream Change
    1. 1. PHASE I: Prepare to Lead the Change: Start Up, Staff, and Create Your Case for Change
      1. 1.1. HEARING THE WAKE-UP CALL
      2. 1.2. PHASE I: PREPARE TO LEAD THE CHANGE
      3. 1.3. ACTIVITY I.A: START UP AND STAFF CHANGE EFFORT
        1. 1.3.1. Task I.A.1: Obtain Project Briefing
        2. 1.3.2. Task I.A.2: Clarify and Staff Initial Change Leadership Roles
        3. 1.3.3. Task I.A.3: Create Optimal Working Relationships
        4. 1.3.4. Task I.A.4: Identify Project Community
        5. 1.3.5. Task I.A.5: Determine Phase I Roadmap
      4. 1.4. ACTIVITY I.B: CREATE CASE FOR CHANGE AND DETERMINE INITIAL DESIRED OUTCOMES
        1. 1.4.1. Task I.B.1: Design Process for Creating Case for Change and Initial Desired Outcomes
        2. 1.4.2. Task I.B.2: Assess Drivers of Change
        3. 1.4.3. Task I.B.3: Clarify Type of Change
        4. 1.4.4. Task I.B.4: Identify Leverage Points for Change
        5. 1.4.5. Task I.B.5: Perform Initial Impact Analysis
        6. 1.4.6. Task I.B.6: Clarify Target Groups and Scope
        7. 1.4.7. Task I.B.7: Determine Degree of Urgency
        8. 1.4.8. Task I.B.8: Determine Desired Outcomes and Compile Case for Change
      5. 1.5. SUMMARY
    2. 2. PHASE I: Prepare to Lead the Change: Assess and Build Your Organization's Readiness and Capacity, and Build Leaders' Capability to Lead the Change
      1. 2.1. ACTIVITY I.C: ASSESS AND BUILD ORGANIZATION'S READINESS AND CAPACITY
        1. 2.1.1. Task I.C.1: Assess Readiness and Capacity
          1. 2.1.1.1. Change Readiness
          2. 2.1.1.2. Capacity for Change
        2. 2.1.2. Task I.C.2: Build Readiness and Capacity
      2. 2.2. ACTIVITY I.D: BUILD LEADERS' CAPABILITY TO LEAD THE CHANGE
        1. 2.2.1. Task I.D.1: Assess Leaders' Capability to Lead the Change
        2. 2.2.2. Task I.D.2: Ensure Leaders Model Desired Mindset and Behavior
        3. 2.2.3. Task I.D.3: Build Leader Commitment and Alignment
        4. 2.2.4. Task I.D.4: Develop Leaders' Change Knowledge and Skills
        5. 2.2.5. Task I.D.5: Develop Executive and Change Leadership Teams
        6. 2.2.6. Task I.D.6: Support Individual Executives and Change Leaders
      3. 2.3. SUMMARY
    3. 3. PHASE I: Prepare to Lead the Change: Clarify Your Overall Change Strategy
      1. 3.1. ACTIVITY I.E: CLARIFY OVERALL CHANGE STRATEGY
        1. 3.1.1. Task I.E.1: Design Process for Building Change Strategy
        2. 3.1.2. Task I.E.2: Define Values and Guiding Principles
        3. 3.1.3. Task I.E.3: Clarify Governance and Decision-Making
          1. 3.1.3.1. Individual Owner
          2. 3.1.3.2. Group Owner
        4. 3.1.4. Task I.E.4: Determine Required Initiatives and How to Unify Them
        5. 3.1.5. Task I.E.5: Determine Fit and Priority of Change Effort
        6. 3.1.6. Task I.E.6: Create Multiple Project Integration Strategy
        7. 3.1.7. Task I.E.7: Identify Bold Actions
        8. 3.1.8. Task I.E.8: Clarify Engagement Strategy
        9. 3.1.9. Task I.E.9: Design Overall Communication Plan
          1. 3.1.9.1. Planning Your Kickoff Communication
        10. 3.1.10. Task I.E.10: Determine Change Acceleration Strategies
        11. 3.1.11. Task I.E.11: Secure Commitment for Resources
        12. 3.1.12. Task I.E.12: Identify Milestones and Timeline, and Compile Change Strategy
      2. 3.2. SUMMARY
    4. 4. PHASE I: Prepare to Lead the Change: Build the Infrastructure and Conditions to Support Your Change Effort
      1. 4.1. ACTIVITY I.F: BUILD INFRASTRUCTURE AND CONDITIONS TO SUPPORT CHANGE EFFORT
        1. 4.1.1. Task I.F.1: Initiate Strategies for Dealing with Political Dynamics
        2. 4.1.2. Task I.F.2: Create Conditions for Success
        3. 4.1.3. Task I.F.3: Identify Process for Creating Shared Vision
        4. 4.1.4. Task I.F.4: Design Information Generation and Management Strategies
          1. 4.1.4.1. Information Generation
          2. 4.1.4.2. Information Management
        5. 4.1.5. Task I.F.5: Initiate Course Correction Strategy and System
        6. 4.1.6. Task I.F.6: Initiate Strategies for Supporting People Through Emotional Reactions and Resistance
          1. 4.1.6.1. How People React to Change
        7. 4.1.7. Task I.F.7: Initiate Temporary Change Support Mechanisms
          1. 4.1.7.1. Temporary Change Structures
          2. 4.1.7.2. Temporary Management Systems, Policies, and Technology
            1. 4.1.7.2.1. Sample Temporary Management Systems
            2. 4.1.7.2.2. Sample Temporary Policies
            3. 4.1.7.2.3. Communications and Engagement
            4. 4.1.7.2.4. Information Management
            5. 4.1.7.2.5. Project Management
            6. 4.1.7.2.6. Education
            7. 4.1.7.2.7. Assessments
        8. 4.1.8. Task I.F.8: Determine Measurements of Change
        9. 4.1.9. Task I.F.9: Initiate Temporary Rewards
        10. 4.1.10. Task I.F.10: Determine Phase II Through V Roadmap
      2. 4.2. SUMMARY
    5. 5. Phase II: Create Organizational Vision, Commitment, and Capability
      1. 5.1. ACTIVITY II.A: BUILD ORGANIZATIONAL UNDERSTANDING OF CASE FOR CHANGE, VISION, AND CHANGE STRATEGY
        1. 5.1.1. Task II.A.1: Communicate Case for Change and Change Strategy
          1. 5.1.1.1. An Effective Communications Rollout Scenario
          2. 5.1.1.2. What to Communicate and How to Position the Transformation
        2. 5.1.2. Task II.A.2: Roll Out Process to Create Shared Vision and Commitment
          1. 5.1.2.1. Determining the Content of Your Vision
          2. 5.1.2.2. Writing a Vision Statement
          3. 5.1.2.3. Building Collective Ownership for Your Vision
        3. 5.1.3. Task II.A.3: Demonstrate That Old Way of Operating Is Gone
      2. 5.2. ACTIVITY II.B: INCREASE ORGANIZATION'S CAPABILITY TO CHANGE
        1. 5.2.1. Task II.B.1: Build Organization's Change Knowledge and Skills
        2. 5.2.2. Task II.B.2: Promote Required Mindset and Behavior Change
      3. 5.3. SUMMARY
    6. 6. Phase III: Assess the Situation to Determine Design Requirements
      1. 6.1. ACTIVITY III.A: ASSESS THE SITUATION TO DETERMINE DESIGN REQUIREMENTS
        1. 6.1.1. Task III.A.1: Assess Relevant Aspects of Your Organization
        2. 6.1.2. Task III.A.2: Benchmark Other Organizations for Best Practices
        3. 6.1.3. Task III.A.3: Clarify Customer Requirements
        4. 6.1.4. Task III.A.4: Write Statement of Design Requirements
      2. 6.2. SUMMARY
  8. 2. Midstream Change
    1. 7. PHASE IV: Design the Desired State
      1. 7.1. ACTIVITY IV.A: DESIGN DESIRED STATE
        1. 7.1.1. Task IV.A.1: Create Process and Structure to Design Desired State
          1. 7.1.1.1. Use of External Consulting Services
          2. 7.1.1.2. Integrating Design Efforts Across the Organization
        2. 7.1.2. Task IV.A.2: Design Desired State
        3. 7.1.3. Task IV.A.3: Pilot Test
        4. 7.1.4. Task IV.A.4: Communicate Desired State
      2. 7.2. SUMMARY
    2. 8. PHASE V: Analyze the Impact
      1. 8.1. ACTIVITY V.A: ANALYZE IMPACTS OF DESIRED STATE
        1. 8.1.1. Task V.A.1: Design Process for Conducting Impact Analysis
        2. 8.1.2. Task V.A.2: Identify and Group Impacts
        3. 8.1.3. Task V.A.3: Assess Magnitude of Impacts and Prioritize
        4. 8.1.4. Task V.A.4: Refine Desired State
      2. 8.2. SUMMARY
    3. 9. PHASE VI: Plan and Organize for Implementation
      1. 9.1. ACTIVITY VI.A: DEVELOP IMPLEMENTATION MASTER PLAN
        1. 9.1.1. Task VI.A.1: Design Process to Develop Implementation Master Plan
        2. 9.1.2. Task VI.A.2: Identify Impact Solutions and Action Plans
        3. 9.1.3. Task VI.A.3: Integrate Solutions and Action Plans and Compile Implementation Master Plan
        4. 9.1.4. Task VI.A.4: Design Strategies to Sustain Energy for Change
        5. 9.1.5. Task VI.A.5: Determine Resources, Pacing Strategy, and Timeline
      2. 9.2. ACTIVITY VI.B: PREPARE ORGANIZATION TO SUPPORT IMPLEMENTATION
        1. 9.2.1. Task VI.B.1: Establish Infrastructure and Conditions to Support Implementation
        2. 9.2.2. Task VI.B.2: Support People Through Implementation
          1. 9.2.2.1. Letting Go of the Past
        3. 9.2.3. Task VI.B.3: Communicate Implementation Master Plan
      3. 9.3. SUMMARY
  9. 3. Downstream Change
    1. 10. PHASE VII: Implement the Change
      1. 10.1. ACTIVITY VII.A: IMPLEMENT THE CHANGE
        1. 10.1.1. Task VII.A.1: Roll Out Implementation Master Plan
          1. 10.1.1.1. Dealing with Resistance
          2. 10.1.1.2. Attend to People's Reactions
          3. 10.1.1.3. Walk Your Talk and Support People's Change in Culture, Mindset, and Behavior
        2. 10.1.2. Task VII.A.2: Monitor and Course-Correct Implementation
        3. 10.1.3. Task VII.A.3: Monitor and Course-Correct Desired State
      2. 10.2. SUMMARY
    2. 11. PHASE VIII: Celebrate and Integrate the New State
      1. 11.1. ACTIVITY VIII.A: CELEBRATE ACHIEVEMENT OF DESIRED STATE
        1. 11.1.1. Task VIII.A.1: Celebrate Achievement of Desired State
      2. 11.2. ACTIVITY VIII.B: SUPPORT INTEGRATION AND MASTERY OF NEW STATE
        1. 11.2.1. Task VIII.B.1: Support Individuals and Teams to Integrate and Master New State
        2. 11.2.2. Task VIII.B.2: Support Whole System to Integrate and Master New State
      3. 11.3. SUMMARY
    3. 12. PHASE IX: Learn and Course-Correct
      1. 12.1. ACTIVITY IX.A: BUILD SYSTEM TO CONTINUOUSLY IMPROVE NEW STATE
        1. 12.1.1. Task IX.A.1: Build System to Continuously Improve New State
      2. 12.2. ACTIVITY IX.B: LEARN FROM YOUR CHANGE PROCESS AND ESTABLISH BEST PRACTICES
        1. 12.2.1. Task IX.B.1: Learn from Your Change Process and Establish Best Practices
      3. 12.3. ACTIVITY IX.C: DISMANTLE TEMPORARY CHANGE INFRASTRUCTURE
        1. 12.3.1. Task IX.C.1: Dismantle Temporary Change Infrastructure
      4. 12.4. SUMMARY
  10. 4. Leveraging The Change Leader's Roadmap
    1. 13. Putting The Change Leader's Roadmap into Practice
      1. 13.1. THE MODEL AS A THINKING DISCIPLINE
      2. 13.2. DEVELOPMENTAL STAGES FOR LEARNING THE CLR METHODOLOGY
      3. 13.3. REACTIONS TO THE CHANGE LEADER'S ROADMAP MODEL
        1. 13.3.1. Reaction 1: "Thanks for the Structure and Security"
        2. 13.3.2. Reaction 2: "I Want Simple!"
        3. 13.3.3. Reaction 3: "How Can We Go Faster?"
      4. 13.4. A TOP-DOWN VERSUS A MULTI-DIRECTIONAL APPROACH TO CHANGE
      5. 13.5. SUMMARY
    2. 14. Opportunities for Leveraging The Change Leader's Roadmap Methodology
      1. 14.1. THE CLR CRITICAL PATH
      2. 14.2. USING THE CHANGE LEADER'S ROADMAP AS YOUR COMMON CHANGE METHODOLOGY
        1. 14.2.1. Increasing the Organization's Change Capability
        2. 14.2.2. Using the CLR to Change Your Organization's Culture
        3. 14.2.3. The CLR Just-in-Time Consulting Strategy
        4. 14.2.4. Accelerating the Change Process
        5. 14.2.5. Using the CLR as a Phase Gate Process
      3. 14.3. SUMMARY
    3. 15. Continuing the Journey to Conscious Change Leadership
      1. 15.1. SOME THOUGHTS FOR CONSULTANTS
      2. 15.2. SOME THOUGHTS FOR LEADERS
      3. 15.3. SUMMARY
    4. A. PHASES, ACTIVITIES, AND TASKS OF THE CHANGE LEADER'S ROADMAP
      1. A.1. PHASE I: PREPARE TO LEAD THE CHANGE
        1. A.1.1. Activity I.A—Start Up and Staff Change Effort
        2. A.1.2. Activity I.B—Create Case for Change and Determine Initial Desired Outcomes
        3. A.1.3. Activity I.C—Assess and Build Organization's Readiness and Capacity
        4. A.1.4. Activity I.D—Build Leaders' Capability to Lead the Change
        5. A.1.5. Activity I.E—Clarify Overall Change Strategy
        6. A.1.6. Activity I.F—Build Infrastructure and Conditions to Support Change Effort
      2. A.2. PHASE II: CREATE ORGANIZATIONAL VISION, COMMITMENT, AND CAPABILITY
        1. A.2.1. Activity II.A—Build Organizational Understanding of Case for Change, Vision, and Change Strategy
        2. A.2.2. Activity II.B—Increase Organization's Capability to Change
      3. A.3. PHASE III: ASSESS THE SITUATION TO DETERMINE DESIGN REQUIREMENTS
        1. A.3.1. Activity III.A—Assess the Situation to Determine Design Requirements
      4. A.4. PHASE IV: DESIGN THE DESIRED STATE
        1. A.4.1. Activity IV.A—Design Desired State
      5. A.5. PHASE V: ANALYZE THE IMPACT
        1. A.5.1. Activity V.A—Analyze Impacts of Desired State
      6. A.6. PHASE VI: PLAN AND ORGANIZE FOR IMPLEMENTATION
        1. A.6.1. Activity VI.A—Develop Implementation Master Plan
        2. A.6.2. Activity VI.B—Prepare Organization to Support Implementation
      7. A.7. PHASE VII: IMPLEMENT THE CHANGE
        1. A.7.1. Activity VII.A—Implement the Change
      8. A.8. PHASE VIII: CELEBRATE AND INTEGRATE THE NEW STATE
        1. A.8.1. Activity VIII.A—Celebrate Achievement of Desired State
        2. A.8.2. Activity VIII.B—Support Integration and Mastery of New State
      9. A.9. PHASE IX: LEARN AND COURSE-CORRECT
        1. A.9.1. Activity IX.A—Build System to Continuously Improve New State
        2. A.9.2. Activity IX.B—Learn from Your Change Process and Establish Best Practices
        3. A.9.3. Activity IX.C—Dismantle Temporary Change Infrastructure
  11. BIBLIOGRAPHY
  12. ABOUT THE AUTHORS