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       Battle-Scarred Reflections: Lessons Learned 
        from the Front Lines of Organization Transformation 
        By Mark Henderson 
         
        Recently while preparing for a client presentation, we were asked to put 
        together our "current best thinking" on all of the salient, 
        important lessons we have learned over the years. As battle-scarred veterans 
        of the organization change and improvement race over the past two decades, 
        this challenge turned out to be particularly intriguing. It has been said 
        that writing forces clarity of thinking and this proved true as we set 
        about to try and boil down the most compelling lessons experience has 
        taught us. For many of us who have worked on both sides of the desk, the 
        challenge proved to be multi-dimensional. We have seen the challenge of 
        organization change as internal implementers and as external consultants 
        to Clients seeking to dramatically improve. 
      We don't claim to have uncovered any magic "silver bullet" 
        solutions. Unfortunately, experience has taught us what we intuitively 
        already knew: there are no quick, easy, or simple answers. However, we 
        believe there are recurring patterns and themes that pervade successful 
        change and improvement efforts. Success does tend to leave clues, often 
        in the form of general principles and patterns (frequently derived from 
        the more painful experiences, it seems). Therefore, what follows may not 
        necessarily be a blinding flash of genius per se. It does represent, however, 
        (in no particular order) some of the tried and true lessons of success 
        we have observed from being active foot soldiers on the front lines of 
        organization transformation the past 20 years or so. 
      
         
          | Lessons Learned | 
         
         
          | 1. | 
          Create a clear, compelling, and concise picture 
            of the future vision and strategic direction. Clarity of 
            focus accelerates progress and an elusive big picture stunts forward 
            movement. The CEO of a large US healthcare system, driving her organization 
            toward a focus on wellness, prevention, and delivery of patient care 
            in alternative (read lower cost) settings from the hospital, started 
            the transformation journey with this rather vivid statement: "We 
            will be successful when I can walk down the halls of this hospital 
            (it had over 500 beds) and there are no patients." | 
         
         
          | 2. | 
          Communicate broadly, deeply, and consistently, and be sure 
            to cover the "why" element as often as possible. 
            Funny, but people want to know not just where they're headed but also 
            why — don't forget to make that abundantly clear. Hint: data 
            is imperative to improvement; it is the platform upon which decisions 
            must be made and minds can be changed — continually seek out 
            unbiased performance data from the market, customers, employees, and 
            suppliers, and share it widely. One organization facing the prospect 
            of industry deregulation and the introduction of customer choice for 
            service provision talked about the need for substantial organizational 
            change because their newfound competitors "are peeking through 
            the fence looking to take away our customers." The implication 
            was clear — if we don't change and do a better job serving our 
            customers, someone else will be only too happy to do so for us. | 
         
         
          | 3. | 
          Deploy a common planning framework. Using an established 
            roadmap (where would we be without Rand McNally or MapQuest?) makes 
            the trip much smoother. In multi-unit business environments, ensure 
            the improvement framework accommodates Business Unit specific flexibility 
            in implementation. There are any number of proven frameworks out there, 
            so don't reinvent the wheel. | 
         
         
          | 4. | 
          Utilize education, training, and skill development as a 
            major change driver. Forget debating whether behavior changes 
            follow belief changes or vices versa — either way, new ideas, 
            new competencies, and capabilities will be required. The jury is no 
            longer out on this issue — the best organizations simply spend 
            more time and money on education and training, and that is one critical 
            reason why they sustain superior performance levels. GE is the best-of-the-best 
            for a reason. | 
         
         
          | 5. | 
          Shift cultural and individual performance orientation by 
            adjusting performance measures (like the Balanced Scorecard, for example) 
            and holding people accountable for specific results — integrate 
            this directly into your performance management system. Management 
            truism 101: what gets measured gets done. Trite, but true. | 
         
         
          | 6. | 
          Link reward and recognition practices to the cultural change; 
            look for quick wins and celebrate widely. Management truism 102: what 
            gets rewarded gets repeated. Also trite, but true. | 
         
         
          | 7. | 
          Alignment is fundamentally the name of the game. Organizational 
            "influence systems" must consistently and continuously be 
            aligned with change and improvement initiatives. As Steve Kerr, Chief 
            Learning Officer of GE once shrewdly observed, don't ask for A while 
            paying, promoting, rewarding, recognizing, measuring, training, etc. 
            for B. It happens all too frequently (moving to teams and still rewarding 
            individual lone wolves, anybody?). | 
         
         
          | 8. | 
          Organization transformation is a project and should be resourced 
            as such. Some amount of infrastructure and process is necessary 
            or daily operations crowd out even the best-intentioned improvement 
            efforts, hands down. Ownership, accountability, a plan, and a process 
            are keys to success. Without some infrastructure (not a bureaucracy!), 
            the organization will continue to be held hostage to the urgent over 
            the important. | 
         
         
          | 9. | 
          Senior leadership sponsorship is critical — 
            developing the next level of sustaining sponsorship "change advocates" 
            is equally vital. Take care of the advocates and cherish the revolutionaries 
            who drive the change process. Don't let the courageous trailblazers 
            be driven down and out by the guardians of the status quo. | 
         
         
          | 10. | 
          Manage expectations every step of the way. People 
            and organizations don't change nearly as fast as we would like, but 
            the change agenda can and should be pursued aggressively. The most 
            common refrain from Client executives when reflecting on the journey: 
            "I should have moved faster, I should have pushed harder, driven 
            the change further." As quality improvement guru Dr. Joseph Juran 
            said, set a revolutionary not a pedestrian pace. | 
         
         
          | 11. | 
          Strategic, cross-functional processes are the source of 
            untold opportunity and value — optimize their performance 
            by systematically analyzing and improving them. Hint: your structure 
            was probably not designed with process flow in mind, and at this intersection 
            lays opportunity. | 
         
         
          | 12. | 
          Establish a strong results-driven, not activity-centered 
            orientation. Results-based leadership of change and improvement 
            always generates more supporters, creates momentum, and self-funds 
            further efforts. And remember, management and improvement tools, practices, 
            and methods are means to an end, not an end themselves. Don't be dogmatic, 
            don't let the tail (i.e. the tool) wag the dog. Stay flexible: change 
            and improvement are always a "work in progress."  | 
         
       
       So there you have it. A list of the most relevant lessons learned from 
        our years in the trenches. Hopefully for those of you driving to make 
        meaningful change happen in your organization, you will find some helpful 
        hints you can draw from. Or maybe you'll simply take some small comfort 
        that your fellow change champions have had similar learning experiences 
        (both and good bad). 
         
        Regardless, there is little doubt that we'll continue on this unrelenting 
        pace of change, improvement, and innovation. No business or business model 
        is safe from the constant assault — business as usual represents 
        nothing less than a clear and present danger to survival. And stay tuned, 
        because I'm sure there will be plenty more lessons learned in the years 
        ahead. Remember the timeless wisdom offered by Apple Computer co-founder 
        Steve Jobs, who once said, "the journey is the reward." 
      
      
      
        
      
         
          |   Mark Henderson was previously Senior Vice President 
              with The CLEMMER Group, a North American network of organization, 
              team, and personal improvement consultants based in Ontario, Canada 
              www.clemmer.net. 
               
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