Top Down or Bottom Up – Making Change Personal

By Contributing Blogger – Terry Merriman, PCO Associates

Implementing successful and sustainable change is tough, strategic change initiatives fail two-thirds of the time in North American business (Kotter, 1996, and McKinsey, 2009).  How can your organization succeed?  You can succeed by making change personal!  Remember, performance is personal before it is organizational.

Isn’t this a truism, a matter of common business sense?

Since when was common sense common practice! It is common for many leaders to plan their change initiative, communicate it to their leadership team, tell the organization to watch for it, set some goals and measures, and incorporate the goals in their team and department objectives.  Then, the change dies and the leadership team wonders why.  The answer; the change was never translated into personal action!

If your people don’t embraced change and those in your value chain (including your customers and vendors) it will fail.  Why?  If your people do not understand the change initiative, buy into it, and integrate it into their daily activities, it will not work. Consequently, planned change and personal action don’t mesh as people are skeptical, don’t understand why, don’t see the need, and don’t know what’s in it for them.

So how do you make change personal?

Define, Communicate, Delegate and Track change related expectations. We usually get the organization’s side of change, define and communicate, pretty well.  Where we fail is in putting the personal side of change, communicate, delegate, and track, into play.

  • Define the change in terms of broad categories of activity to which everyone in the organization can relate, and specific results that benefit the organization and its people.
  • Communicate the change initiative, and include the message that leadership will be expecting everyone to participate by defining specific expectations of each other necessary to carry out the change.
  • Communicate More, by focusing on individual working relationships by:
    • Get each leadership team member identify specific expectations of each other as to what they must do to successfully implement the change.  Ensure the expectations are Specific, Measurable, Achievable, Realistic, Time and budget bounded, Ethical and Recorded.
    • Have each leader discuss their expectations of the receiver expected to execute, and ensure each accepts accountability for each other’s expectation.  This helps to create a productive relationship and integrate the change into the business at the leadership level.
  • Delegate by cascading the above process to each leader’s direct reports, peers, and business partners to those teams that are considered key players in the change initiative.
    • Ensure people delegate not only the responsibility and accountability but also the authority to execute each expectation. In this way people can develop ownership of  those expectations other have of them.  This step integrates the change throughout the organization as it becomes a part of each person’s work responsibilities and commitments.
    • Ensure each expectation’s originator is held responsible for assessing the receiver’s ability to meet their expectations and coach them to develop their competence.
  • Track each expectation’s results.  This means each person holding accountable the person who agreed to meeting and reporting progress to an expectation’s completion.  So, the Accountability Culture is born.  The expectations approach challenges leaders and their direct reports to get personal first perspective and serves to foster improved communications between them.

The Expectations Approach makes change personal by casacading accountability for implementing change throughout the organization in a way that helps people understand the reasons for and expected results from the change, and buy into it.  We’ve found it one of the most effective ways of implementing successful and sustainable change in organizations.  The side benefits of this approach are that it improves accountability throughout the organization, and encourages creation and development of productive relationships between people, leading to improved organizational performance.

Where has this approach been used succesfully?

This approach has been successfully employed in Fortune 500 companies and family owned businesses, from new selling strategies to management transitions (See Project Summaries) It has been  shown to work in for-profit and non-profit organizations from large to small, and it also works in government organizations (it’s been used in the British Navy by its developer, John Machin).

“Change is Hard and Real Change is Real Hard!” If you want to be successful at change, you have to be prepared to tackle the hard part of change – making it personal.

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