- Matthew M. Thomas
- Read Time: 1 min
How many times have you planned something out very carefully, only to get partway through the process and realize that things are not going as planned?
For me, this happens a lot with home repair projects. Frankly, having lived in a house built in 1925 for 10 years, there were always things hidden that made something more complicated than it needed to be. And often times, those things were previous repairs (or repair attempts). One involved a reciprocating saw going through old (live!) wiring that was not expected to be in that area of the wall. Turns out, someone had just plastered over an old light switch box… (but that’s a story for another time).
In any sort of planned process, there is a set of challenges that come up with regularity when we move from planning to implementing. This is true whether the planned process is a new strategy, a new project launch, or even a new procedure. I call these challenges “Pivot Challenges” because they exist at the hinge point between the planning and the doing phase of a project.
Not accounting for these Pivot Challenges can lead us directly into the Five Frustrations. Let’s look at the two most common Pivot Challenges, and how we can avoid them.
Pivot Challenge 1: No Margin
The first Pivot Challenge is No Margin. Lack of margin means that there is no room in the organizational system (financially and/or through staffing) to sustain necessary operations while also making a change. This leads directly to two of the Five Frustrations: Firefighting and Complexity. Leaders encounter Firefighting because the change process itself adds workload and anxiety to the system, which increases the intensity of each decision – especially the unexpected. Leaders also encounter Complexity as existing systems must continue to operate while changing and organizing new dependencies (what change operations depend on others) sometimes is done on the fly.
The response to a No Margin Pivot Challenge is usually a combination of hiring and pacing. Hiring – to increase capacity to do the actual work; pacing – to make sure the work can get done in a reasonable amount of time with out either overwhelming people, dragging out forever, or failing to start at all. Sometimes the hiring is temporary – through temporary workers, or through consultants – to get through the change process itself. Sometimes, though, it is more long-term: the new workers have different skill sets and capacities than the previous workers, and either supplement or replace existing roles.
Pacing is often governed by capacity and deadlines. Making sure people have the capacity to meet the deadlines helps make sure the pace is reasonable.
When we work with clients, we often develop a Process Design on the front end to make sure expectations are reasonable, planned out well enough everyone knows their role, and that the overall project has a good chance of success. A good Process Design answers all the basic process questions to organize and deploy the needed changes. The up-front costs are balanced against the costs of re-work, inefficiency, and employee churn for processes that are not designed well from the beginning.
Pivot Challenge 2: No Room for Emergence
The second major Pivot Challenge is No Room for Emergence. Contingencies are a part of daily life; in our planning, though, we often overlook what contingencies might occur. This drives us into several of the Five Frustrations: Firefighting, once again, Information, and Process. Firefighting, because the unintended consequences of early changes may not emerge until there is some sort of crisis. Information, because we often don’t have good information early enough on to see what might occur that will need to be accounted for. Process, because often times when something unexpected happens, we throw the whole process out, rather than adapting it.
The response to an Emergence challenge is to determine the level of crisis it causes: immediate and important, non-immediate and important, and so on. This means we often pause the rest of the change process adjacent to the emerging challenge until we can resolve what is happening. This means the response requires new communication, clear communication, and a reset of expectations and workload.
There are five major ways to build in resiliency to many emergent challenges, though, if done ahead of time.
- The first way is to test to see if the plan is a Rube Goldberg contraption – a plan with so many precise dependencies that one minor problem is going to ruin the whole thing. These are often over-engineered processes, in the first place, as well.
- The second way to build resiliency in is to make sure that a good environmental scan has been done before launch. Have we measured what is “out there” that could affect what we are doing after we start?
- The third way is to build in strong feedback systems so that leaders can take the measure of the unexpected before it becomes a much larger problem.
- The fourth way is to test and experiment with systems before launching a process, and to create space for experimentation through the process – this allows things to be refined before they get too far along to be corrected easily.
- Finally, the fifth way is to make sure that the right balance of leadership and stakeholder input is developed early on in the planning stages, to signal what might not be otherwise seen. This balances the polarizing tendency toward either ivory tower planning, or over-democratized planning, one which creates processes that often get bogged down in the wrong kinds of consensus-building (there are plenty of good consensus-building processes); the other that delivers fully formed packages from on high which may or may not relate to reality.
Our first project with a client often occurs after an emergent challenge has developed and this has created an expertise or capacity problem. We know that this is serving them well, because once we resolve the crisis-level challenges brought about by something unexpected, we often can go back and build a plan with them that builds in the resiliency needed to manage future emergence. And that feels like success.
But Don't Go It Alone.
Whether you have experienced a lack of margin in your change process, or whether your project has been jostled into crisis by something that emerged after the fact, or whether things are going relatively smoothly, the one thing to remember is that it is not necessary to go through change alone. Alone raises our stress levels, because we second-guess ourselves (or perhaps should have, and now we’re getting stuck with our own over-confidence). Make sure to bring someone alongside to help. I’m happy to suggest a few people who are good at that sort of thing.
What does your current change process look like? Let’s chat about it!
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