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Interactive Simulation
800 Place Victoria, P.O. Box 113, Montreal, Quebec, H4Z1M1 Canada
Change Management
with
Interactive Simulation
1
John Flett – Background
Experience
- 26 years with Air New Zealand
Management and Operational
- Senior Lecturer/Course Leader in Aviation Operations
- Panellist Heathrow Community Trust
Education
- Masters Degree (Distinction) in Airline and Airport
Management
- Dissertation: ‘Change Management in Airline Strategic
Initiatives’
3
- Postgraduate Certificate in Academic Practice
© 2023 Copyright IATA
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Getting to know you…
Please share with us the
following information:
• Your name
5 © 2023
© 2023 Copyright
Copyright IATA
IATA
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Course Aims and Objectives
1. Help managers understand that change is
happening constantly, with various levels of
complexity, and that it needs to be paid
attention to.
Course Structure
Modules Title Steps Tools
Mod. 1 Defining Change – Levels, 5 Key Factors / Practical Resources
Roles & Dynamics
Mod. 2 Dynamics of Change Success formula
The Emotional Change curve
Mod. 3 The Key Systemic Intro to 8 Tool 1 CCMI
Challenges and the Strategic Steps – Tool 2 In/Out Scope
“Strategic Steps” Steps 1 and 2 Tool 3 Force Field Analysis
Mod. 4 Create the Change Step 3 Tool 4 The Change Message
Message
Mod. 5 Stakeholder Identification Steps 4 and 5 Tool 5 - Stakeholder constellation
and Management analysis
Tool 6: Influencing stakeholders –
communication strategy
Mod. 6 Implementation, monitoring Steps 6 and 7 Tool 7 – Manage Resistance
and controlling Tool 8 – Personal Change Action Plan
Tool 9 - Assess organisational readiness
Tool 10 – Reporting and Measuring and
KPIs
Mod. 7 Evaluation, lesson’s learned Step 8
and making it stick
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Agenda
Day 1 – Context and Day 2 – Conditions for Day 3 – Leading Change
Dynamics in Change Success
• Learning Review
• Objectives & Overview • Learning Review
• Making the scope of the
• Introduction to participants’ • Case Study, cont’d
change explicit
own change projects • Mobilizing commitment and
• Conducting a Force Field
• Types of change sustaining the momentum
analysis
• Roles in change • The role of change agent,
• Stakeholder analysis
• Successful change change facilitator
• Case Study, cont’d
• Dynamics of change • Participants as change
• Stakeholder Management
• Understanding the facilitators of their own
• Practicing stakeholder change project
Emotional responses to
interviews
change • Measuring the impact of
• Communication Strategies
• Eliciting a different set of change
+ work on own change
human reactions • Best practice in change
project
• Case Study + work on own management
• Case Study, cont’d
change project • Wrap up and evaluations
10
5
Schedule
Course commences at 0900 Local
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Code of Conduct
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6
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Defining Change –
Levels, Roles and
Dynamics
Module 1
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7
Learning Objectives
1. Understand the different levels of and
approaches to managing change
able to:
4. Define the key roles in change
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8
““Everything is in flux and nothing
abides; everything flows and
nothing stays fixed;
everything is constantly changing
and nothing stays the same.”
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“Constant change is
the essence of life.”
Fu-Xi, Chinese
Sovereign
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Change management: Definitions
“Change management is
a structured approach to
transitioning individuals,
teams, and organizations
from a current state to a
desired future state”
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10
Leadership behaviours for
Managing Change
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Leadership behaviours
for managing change
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11
Communicating
passionately about the
present and the future
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12
Building strong
relationships at all
levels
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26
13
Manage conflicts
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14
Levels of organisational change
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Visionary
Change impact
change
Strategic
change
Medium
Operational
change
Tactical
change
Change complexity
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Tactical
Change
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Operational
Change
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Strategic
Change
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Visionary
Change
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Levels of organisational change
High
Visionary
Change impact
change
Strategic
change
Medium
Operational
change
Tactical
change
Change complexity
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Medium
Change complexity
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Change management begins with the
Why, Who, What and how questions
…to build clarity
Question
for…
Why is the change necessary? Vision (motives)
Who is responsible? Leadership
What do we want to achieve? Objectives
Who needs to be involved? Commitment
How do we want to involve people? Project management
How will we be able to measure progress? Assessment, control
How can we sustain the change? Coaching, learning
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Change Management
…begins with…
Why,
Who,
What,
How.
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WHY
is the change
necessary?
VISION (Motives)
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40
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WHO
is
Responsible?
LEADERSHIP
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WHAT
do we want to
achieve?
OBJECTIVES
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21
WHO
needs to be
involved?
COMMITMENT
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HOW
do we want to
involve
people?
…to build clarity for…
PROJECT
MANAGEMENT
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HOW
will we be able
to measure
progress?
…to build clarity for…
ASSESSMENT,
CONTROL
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HOW
can we sustain
the change?
COACHING,
LEARNING
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Roles in change (see workbook page 10)
Change sponsor(s)
Team members
Project managers
Change champions
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Roles in change
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Change sponsors
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Project managers
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Team members
- Manage workload,
- Learn new skills and
procedures
- Maintain motivation
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Change champions
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Other stakeholders
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Task Time
What is each group expected to
10 minutes
contribute?
Define who will debrief 5 minutes
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Debrief Roles in change
What is each group expected to Discussion
contribute?
• Change sponsors:
• Project managers:
• Team members:
• Change champions:
• Other stakeholders:
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Roles in change
• Change sponsors:
– Communicate the business reasons for change,
gather a group of leaders to drive the change,
manage resistance
• Project managers:
– Create work breakdown structures, estimate
time and schedules, assign and assure
availability of resources, build detailed budget
• Team members:
– Manage workload, learn new skills and
procedures and maintain motivation
• Change champions:
– These are the people clearly benefiting from the
change – communicate « how to’s » as well as
enthusiasm, provide support to those lagging
behind in the change
• Other stakeholders:
– There are many more ways of contributing to
change.
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Root Causes of Unsuccessful Change
Wrong
Strategy
17%
Ability
40% Other
8%
Will
35%
Source: McKinsey & Company
100 % = 340 replies
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Action
Resources
Plan
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Assessment chart – Aligning the 5
practical resources for successful
change
Vision Skills Incentives Resources Action plan
What outcome
Skills Incentives Resources Action plan
can we expect
with just ONE
Vision Incentives Resources Action plan
element of
these 5
Vision Skills Resources Action plan
missing?
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Task Time
Answer the question in the blue box as
10 minutes
per assigned subject
Define who will debrief 5 minutes
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Debrief – Aligning the 5 practical resources
for successful change
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2. Who are the people benefiting from the
change – who communicate « how to’s » as well
as enthusiasm, provide support to those
lagging behind in the change?
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Learning Objectives
1. Understand the different levels of and
approaches to managing change
able to:
4. Define the key roles in change
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32
What
questions
do you
have?
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Reflection
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Dynamics of Change
Module 2
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Learning Objectives
1. Differentiate potential impact of imposed
vs self driven change
this module
3. Identify the Change Facilitator Role
you will be
able to: 4. Work on the case study “Speedy
Airlines”
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Scenario 1: Self-driven change
Success Formula
𝑫×𝑽
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Self-chosen Action
Change
Examples:
• Organizational change
Imposed • Merge & Acquisition
Changes Re-
• Change of technology
Action
• Loss of job or change of role
• Separation (divorce, death)
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Why a Re-Action?
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Group discussion
Instructions
What are some predictable reactions to change?
5 mins
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The Natural impact on performance at
times of change…
Onset of next
change
Low
Time
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Low
Time
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The leader’s challenge is to raise
performance and to shorten
transition…
High Onset of Change Event Transition state
End of Change Event
Average performance
Onset of
next change
Low
Time
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Managers
Then the change is cascaded down,
managers are informed first and begin
to move through the curve
Employees
When employees are informed and involved, executives
and managers have already moved ahead toward
engagement and ownership of the change
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Understanding the Emotional
Responses to Change …
…by Eliciting a Different Set of Human Reactions
High
Satisfied
Average performance
(completion)
Hopeful
Renewed optimism
optimism
(understanding/confidence)
(benefit of doubt)
Emerging
pessimism
(confusion/worry)
Renewed hope
(hope/energy)
Public
resistance
Low (fear/anger)
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What are the “Clues” for each set of emotional phases?
Public
Hopeful
Resistance,
Optimism,
Privately
Emerging
Checking
Pessimism:
Out:
Renewed
Hope, Satisfied
Renewed Completion:
Optimism:
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Task Time
GROUP
Answer the question in each box DISCUSSION
13 minutes
(workbook page 18)
Define who will debrief 2 minutes
Be prepared to share
2 min per
your summary with the
team
class
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…By eliciting a different set of human
reactions
Readiness
(Assimilation)
Ownership
Anticipation Private concern (Commitment)
High (clarity) (understanding/
Public
concern)
challenge
(doubt/ Engagement
Satisfied
Average performance
openness) (Action)
(completion)
Hopeful
Renewed optimism
optimism
(understanding/confidence)
(benefit of doubt)
Emerging
pessimism
(confusion/worry)
Renewed hope
(hope/energy)
Public
resistance
Low (fear/anger)
Privately checking out (sadness/resignation) Time
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The role of the change facilitator:
«making bread by hand» metaphor
Stretching, folding, waiting for the rising - the influence of a change facilitator
After the bread dough is mixed, stretch the dough on a table and fold it back on itself.
A little flour is added if the dough is sticky…. and the whole process is repeated many times
(kneading the dough)
The kneading process breaks up and makes uniform the carbon dioxide bubbles from the yeast.
Put the dough aside to let it rise… and then punch, knead, pat the dough again.
Folding back on itself – feedback, enfolding new information, enabling transformative exchanges
Waiting for rise – patience required to allow system to create new pathways, learn from
interaction
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“Contracting” Contract with multiple stakeholders. Learn about First-hand experience of the entangled
styles, motives, readiness for change. system; confidence in leader support.
“Assessing” Observe interactions; identify communication Patterns of connections among parts of system;
and transformation patterns/ distribution of leadership
“Intervening” Help leaders give up expectations of control. Adaptation of leaders and others to new patterns.
Expand or constrain connections, as appropriate.
“Evaluating” Track changes over time. Evaluate actions. Smoother, more productive Interactions; make
Use reflection. leadership patterns evident to system.
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1. What is this formula?
𝑫 × 𝑽 × 𝑲 =≥ 𝑪
POLL
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A. Hopeful Optimism
B. Emerging Pessimism
C. Sadness / Resignation
D. Renewed Optimism POLL
E. A, B, C and D
F. Only B, C and D
G. Only A, B and D
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Learning Objectives
1. Differentiate potential impact of imposed
vs self driven change
this module
3. Identify the Change Facilitator Role
you will be
able to: 4. Work on the case study “Speedy
Airlines”
87
What
questions
do you
have?
88
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Reflection
- What is one thing that you
have learned?
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Module 3
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Learning Objectives
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Key Systemic Challenges
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Cautious Leadership
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The Comfort Zone
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Change Overload
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Lack of Walk-the-Talk
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Short Attention Span
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8 Strategic Steps for Successful Change
1 Increase urgency
5 Empowering action
8 Keep it going
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Public
resistance
Low (fear/anger) Time
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Working on
the first 2
steps
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Step 1
Increase Urgency
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Key Objectives in Step 1
1 Increase urgency • Identify potential threats and develop
scenarios showing what could
2 Get the vision right happen in the future
• Examine opportunities that should be
3 Walk the talk – or could be – exploited
• Start honest discussions and give
4 Build leading teams
dynamic and convincing reasons to
get people talking and thinking
5 Empowering action
• Request support from customers,
6 Create short term wins outside stakeholders and industry
• People to strengthen the argument
7 Build on the change (especially for strategic change)
• Potential threats and develop
8 Keep it going
scenarios showing what could
happen in the future
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Step 2
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Tool 1: Comprehensive Change Impact
Model (CCIM)
What What tools can How do I bring What practical
challenges support me in in my resources do I
do I need to be leadership need to put in
managing
aware of when place so the
change behaviors to
implementing successfully? outcome matches
create the the vision?
change? change?
COMPREHENSIVE CHANGE
IMPACT MODEL
(CCIM)
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What practical
How do I bring in my resources do I need
leadership behaviors to put in place so the
to create the change? outcome matches
the vision?
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Tool 1: Comprehensive Change Impact
Model (CCIM)
What practical
How do I bring in my resources do I need
leadership behaviors to put in place so the
to create the change? outcome matches
the vision?
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What practical
How do I bring in my resources do I need
leadership behaviors to put in place so the
to create the change? outcome matches
the vision?
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Tool 1: Comprehensive Change Impact
Model (CCIM)
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What practical
resources do I need
How do I bring in my
leadership behaviors to put in place so the
to create the change? outcome matches
the vision?
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Table for next exercise
Steps No Activities Tools Leadership Skills
Step 1 – Increase
Urgency
Notes
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116
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Discuss in your group (Using the CCIM
- 4 questions) for each strategic steps,
the activities, tools and leadership skills
(divide group and assignment as per group size)
Task Time
Using Tool 1 - Work on 2 steps and GROUP
define the strategic activities which DISCUSSION
enable the successful management of 15 minutes
the change, the tools and leadership
skills they should use for each step
Define who will debrief 2 minutes
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Tool 2: In/Out scope analysis
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Tool 3: Force field analysis
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Using the Case Study Create an in/out
scope analysis and a Force Field Analysis:
(divide group and assignment as per group size)
Task Time
GROUP
Using slides or white boards create
DISCUSSION
your 2 tools (or 1 as assigned by your 15 minutes
instructor)
Define who will debrief 2 minutes
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POLL
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2. What are some of the tools that can help you
build your diagnosis?
A. Stakeholder Analysis
B. In/Out Scope Analysis
C. MS Project Tool
D. Force Field Analysis POLL
E. A and D
F. B and D
G. Only A, B, C and D
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Learning Objectives
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What
questions
do you
have?
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Reflection
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Create the Change
Message
Module 4
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Learning Objectives
130
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Step 3
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1 Increase urgency
Key Objectives in Step 3
2 Get the vision right • Talk often about your change vision
• Openly and honestly address
3 Walk the talk people’s concerns and anxieties
8 Keep it going
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Tool 4: The Change Message
What are we trying to Why we are doing it:
achieve:
(Brainstorm)
(Brainstorm)
Circle the 15 key words and Identifying the SHARED NEED.
craft them into a phrase.
Brainstorm) (Brainstorm)
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Create the Change Message:
(divide group and assignment as per group size)
Task Time
GROUP
Using the Tool 4 and the results of
DISCUSSION
previous analysis write an Elevator 15 minutes
Pitch type of Change Message
Define who will debrief 2 minutes
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Opportunity to Reflect
CHAT
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1. What do we mean by “Walk the Talk”?
Open
Q&A
Open discussion
137
Learning Objectives
138
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What
questions
do you
have?
139
Reflection
140
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Identifying and
Managing Stakeholders
Module 5
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Learning Objectives
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Circumstances that can worsen
resistance to change
There is a long period of uncertainty about what is going on
People do not understand the reasons for the change
Change has been ongoing, with little „peace and quiet“ in-between
Many changes are going on at the same time
The effect of the change is personal (pay, benefits, job
responsibilites, role, title, office space, ...)
Management is not trusted
Important expectations about the future are not going to be met
Some people are affected more adversely than others
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Step 4
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8 Keep it going
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Opportunity to Reflect
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Types of reactants to change
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Enthusiast
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Followers
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Underground
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Objectors
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• What do you consider the key benefits of doing this • How will you recognize progress in making the change?
now? To the organization? To you? Your group?
• What suggestions do you have regarding the way we are
• What for you would be the best possible outcome? going about it? The composition of the team?
• How will this project / change fit into your business • Are there other things I should know about that might
strategy? affect the outcome of the project / change?
• Is there anything you still need to understand that • What role would you like to take in this project / change?
you do not understand yet?
• How often would you like to be informed about progress?
• Why should we work on this now?
• What have I not asked you that I should have?
• What suggestions would you have for the
sequence of the activities? • Anyone else I should speak to?
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Stakeholder constellation analysis:
two dimensions and four attitudes
High Power
Low power
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Do a Stakeholder Analysis:
(divide group and assignment as per group size)
Task Time
GROUP
Using the stakeholder constellation
DISCUSSION
analysis tool do an analysis of the Case 15 minutes
Study stakeholders
Define who will debrief 2 minutes
157
Step 5
Empower Action
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1 Increase urgency
2
Key Objectives in Step 5
Get the vision right
• Identify, or hire, change leaders
3 Walk the talk whose main roles are to deliver the
change
4 Build leading teams • Look at your organisation structure,
job descriptions and the way the
5 Empowering action performance system (Danisco
Dialogue) is carried out – ensure
6 Create short term wins that all of these systems are in line
with the vision
7 Build on the change • Take action quickly to remove
barriers (physical or emotional)
8 Keep it going
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Whom do I How to
Attitude
need to influence When? Plan B
towards project
influence? him/her?
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Tool 6: Influencing change stakeholders
Example
What is my objective?
Whom do I How to
Attitude
need to influence When? Plan B
towards project
influence? him/her?
Spreading the Through his own Meeting ASAP with Convince one of
Mr Saboteur rumor he does not manager his manager before his «friends» to
like the project (he respects him) Dec 1st speak to him
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Complete a communication strategic
plan for 3 stakeholders’ profile:
(divide group and assignment as per group size)
Task Time
GROUP
Each group work on a comms plan –
15 minutes DISCUSSION
don’t forget short term wins
Define who will debrief 2 minutes
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Opportunity to Reflect
DISCUSSION
Identifying all the Stakeholders
and their legitimate expectations
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1. What is an Underground Stakeholder?
POLL
165
A. Education
B. Build Awareness
C. Active Involvement
D. Coercion POLL
E. All of the above
F. B and D
G. Only A, B, C
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Learning Objectives
167
What
questions
do you
have?
168
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Reflection
- What is one thing that you
have learned?
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Module 6
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Learning Objectives
171
3. Choice
.
4. Competence
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Control
173
Caring
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Choice
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Competence
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Step 6
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Identifying quick wins
High Effort
QUICK WINS!
Low Effort
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Tool 7: Managing resistance with appropriate
strategies
PULL approaches Avoid PUSH
approaches
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Opportunity to Reflect
What are the Success Criteria DISCUSSION
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Tool 8: Personal Change Action Plan
(personal reflection for your own change projects)
183
Step 7
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1 Increase urgency
Key Objectives in Step 7
2 Get the vision right • After every win, analyze what went
right and what needs improving
3 Walk the talk
• Set goals to continue building on the
4 Build leading teams momentum already achieved
8 Keep it going
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Tool 9: Status Reporting (example from a sample project)
187
Public
resistance Renewed hope
(fear/anger) (hope/energy)
Low
Privately checking out
(sadness/resignation) Time
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1. What are the four ”C” that facilitate
readiness?
POLL
189
Open discussion
Open
Discussion
190
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Learning Objectives
191
What
questions
do you
have?
192
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Reflection
- What is one thing that you
have learned?
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Module 7
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Learning Objectives
195
Step 8
Keep it going
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1 Increase urgency Key Objectives in Step 8
• Talk about progress every chance you
2 Get the vision right get
197
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Communication throughout the change is key
Initiate and sustain communication
High Anticipation Readiness
(clarity) Private concern
(understanding/ Ownership (Assimilation)
concern) (Commitment)
1. Increase
urgency Public
2. Get the vision challenge Engagement 8. Keep it going
right (doubt/ (Action)
Average performance
Public
resistance Renewed hope
(fear/anger) (hope/energy)
Low
Privately checking out
(sadness/resignation) Time
199
Celebrate achievements
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Performance
Celebrate assessment & grading
achievements
In groups discuss:
- What ideas do you have for rewards
and celebrations?
Short-term wins
Recognizing past achievements
Milestones reached
Individual contributions
Group contributions
201
1 Increase urgency
5 Empowering action
202
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Learning Objectives
203
What
questions
do you
have?
204
102
Reflection
- What is one thing that you
have learned?
205
Summary
206
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Successful 1 Increase urgency
Implementation
2 Get the vision right
8 Keep it going
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208
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Successful 1 Increase urgency
Implementation
2 Get the vision right
8 Keep it going
209
Successful Implementation
210
105
Leadership behaviours for managing change
• Manage conflicts
211
Summary
212
106
Thank you!
See you tomorrow for
the Simulation
215
Change Management
with Interactive Simulation
Course Conclusion
216
107
Course Aims and Objectives
1. Help managers understand that change is
happening constantly, with various levels of
complexity, and that it needs to be paid
attention to.
217
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Your Thoughts…
What is ONE piece of knowledge or skill you will VERBAL or
take from the training and apply straight away in WRITTEN
CHAT
your practice?
219
Thank You
Please complete
the feedback
survey sent by
IATA at your
earliest
convenience.
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