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Thriving Through Transformation: HR’s Roles in Change ...
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PROPRIETARY RESEARCH FROM HCITALENT PULSE
Thriving Through Transformation: HR’s Roles in Change Management
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We founded HCI on three core beliefs:
Aligning human capital strategy with business strategy is the greatest accelerator of organizational success.
Organizations that align human capital strategy with business strategy outperform others.
Human Resources and talent management professionals with the right strategic skill sets and mindsets are uniquely positioned to enable organizations to do this.
The key to this success lies in HR professionals’ ability to become strategic partners in their business by planning, recruiting, engaging, and developing their people. Since 2004, we have built our research-based learning resources on your behalf to achieve that mission. Our certifications, conferences, and on-demand content build strategic capabilities that drive personal and organizational transformation. Learn more at hci.org.
Talent Pulse from the Human Capital Institute (HCI) explores the latest trends and challenges in strategic human capital management. Through quarterly research reports, Talent Pulse provides practitioners and decision makers with insights and tools to work better today and prepare for the future of work.
INSIDE THIS REPORT
PROPRIETARY RESEARCH FROM HCITALENT PULSE
Summary 3 Types of Changes 5 Change Management Methodology 10The ABCs of Change Management 13
The Architect 15The Broadcaster 17The Coach 19
Prescribe and Apply 21 OrangeBox: Change Management Readiness Evaluation 24OrangeBox: Change Communication Checklist 25OrangeBox: Coaching Questions for Change Resistance 26
About the Research 27 Survey Respondent Demographics 27 Endnotes 28 Learn More in the HCI Library 30
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SUMMARY Change is constant. Even before the period of immense change brought upon by the COVID-19 pandemic, HR professionals understood this fact. HCI last studied change management in our Talent Pulse series in 2016. Then, 77% of HR survey respondents agreed that their organizations are in a constant state of change with priorities and strategies continually shifting. Today, in this 2021 study, the same percentage (77%) of survey respondents agree.
Unfortunately, despite endless change, less than half of respondents (39%) agree that major change initiatives are well received by their people. And while respondents use the words adaptable, agile, and quick to describe their organizations’ response to unplanned changed, descriptors like reactive, slow, and unprepared are also commonly used (Figure 1).
Because change is constant and most major changes are not well-received, HCI believes that successful change efforts must focus on the people rather than process. The desired state is when agility is built into the culture through its people. Accountability and ownership for change then is diffused throughout the organization, ensuring that it is not simply a leadership level responsibility or one that resides solely in HR. Most importantly, employees (in HR or outside of it) are equipped with the skills to thrive in change.
What two words or phrases would you choose to describe your organization’s response to unplanned and unanticipated change? (The larger words are cited more frequently.)
FIGURE 1
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In this Talent Pulse research, we explored the roles and skills for change management, the different types of planned and unplanned change, and change methodologies. We surveyed 366 HR professionals to understand how organizations that boast better human capital and business outcomes approach change management differently. These high-performing organizations (HPOs)1 are two times more likely to report that major change initiatives are well received by their people.
We learned:
In the past two years, organizations went though an average of ten major change initiatives. Of these, on average, HR was formally involved in six of them.
Resistance, lack of resources, and poor change management skills are the biggest challenges that the HR function faces when leading or supporting change initiatives at their organizations.
HPOs are more likely to have a HR function that is highly involved in organization-wide change.
HPOs are more likely to use change strategies and models and develop change management capabilities in their workforce.
Individuals can design change, communicate change, and/or coach others through change. HR professionals have an important, strategic role in building these capabilities inside and outside of HR.
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“Post COVID-19, employees seem to be suffering from
change fatigue. There have been too many changes in a short period of time. Now
need to plan additional changes carefully so they
are not seen as just another request for a change.”
—Survey Respondent
TYPES OF CHANGES
While larger organizations were more likely to deal with mergers and acquisitions and technology changes,2 all sizes of organizations are dealing with many changes at once (Figure 2). Of the 13 total change initiatives in our survey, 9.7 was the average number experienced.
The most common major change initiatives had HR involvement; 6.2 was the average number of change initiatives with formal HR involvement. More than half of HR respondents said they were involved with:
Organizational response to COVID-19 virus
HR process implementation
Programs for workplace culture and employee engagement
New business model and strategies
Specific department or team technology change
Business process implementation
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83%
59%
58%
29%
24%
88%
82%
37%
16%
44%
86%
81%
73%
48%
25%
16%
35%
27%
89%
83%
52%
56%
49%
38%
34%
34%
20%
90%
58%
In the past two years (2019 to 2021), indicate your level of involvement in the following change management initiatives at your current organization.
FIGURE 2
Organizational response to COVID-19 virus
Business process implementation
HR process implementation
New business model and strategies
Programs for workplace culture and employee engagement
New product development/innovation
Organization-wide technology change
New reporting structures
Specific department or team technology change
Environmental/regulatory/ legal changes
Changes in locations, regions, or properties where work is performed
Workforce reduction/downsizing
Mergers and acquisitions
74%
35%
46%
26%
50%
28% 74%
■ This happened, and I was formally involved■ This happened, but I was not formally involved
70%
85%
100%
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Overall, survey respondents were optimistic that their organizational changes over the past two years were successful. The majority reported that the change met or exceeded expectations (Figure 3). There is room for improvement as respondents rated organization-wide technology changes and mergers and acquisitions as the least successful. However, High-performing Organizations (HPOs) are more likely to be confident and optimistic about their organizations’ successes (Figure 4).
35%
19%
17%
40%
45%
41%
38%
4%
34%
58%
48%
38%
14%
11%
25%
44%
53%
38%
42%
36%
37%
15%
26%
12%
48%
39%
57%
37%
31%
Of the change management initiatives at your organization over the past two years, how would you rate its current success?
FIGURE 3
5%
14%
12%
22%
31%
40% 48%
■ Short of expectations ■ Equals expectations■ Exceeds expectations
18%
55%
73%Organizational response to COVID-19 virus
Business process implementation
HR process implementation
New business model and strategies
Programs for workplace culture and employee engagement
New product development/innovation
Organization-wide technology change
New reporting structures
Specific department or team technology change
Environmental/regulatory/ legal changes
Changes in locations, regions, or properties where work is performed
Workforce reduction/downsizing
Mergers and acquisitions
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FIGURE 4 Exceeding expectations and High-performing Organization status. (Statistically significant differences and n > 100 only.)
89%63%
63%40%
62%
53%
32%
25%
55%
51%
54%
35%
29%
26%
Organizational response to COVID-19 virus
Programs for workplace culture and employee engagement
New business model and strategies
HR process implementation
Specific department or team technology change
Organization-wide technology change
Business process implementation
High-performing Organizations All Other Organizations
There are many reasons why change management initiatives may not meet their expected outcomes. Resistance, lack of resources, and poor change management skills are the biggest challenges that the HR function faces when leading or supporting change initiatives at their organizations (Figure 5). We did not find any differences among HPOs and all other organizations based on the types of challenges they were addressing. However, respondents from HPOs were two times more likely to agree that significant change initiatives are well-received (Figure 6).
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Percentage of respondents who agree with the statement, “At my organization, major change initiatives are well received by our people.”3
FIGURE 6
63%
27%
39%have well-
received changes.
High-Performing OrganizationsAll Other Organizations
What are the biggest challenges the HR function faces when leading or supporting change initiatives at your organization? (Select no more than three top challenges.)
FIGURE 5
32%
16%
29%
15%
26%
11%
25%
8%
25%
4%
37%
25%
Resistance to change from employees
Lack of resources or budget to support change initiatives
Insufficient change management skills and capabilities
Poor cross-functional collaboration
Poor communication and internal marketing
Lack of support and buy-in from senior leaders
Other issues are given priority over the solution/initiative
Insufficient training and support for employees
Insufficient technologies to manage and support
Inability to sustain adoption over time
Poorly designed solutions/initiative
Lack of support and buy-in from external stakeholders
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“Change management is often seen as just training and
communication; it becomes more about checking the box than about shifting mindsets
and behaviors.”
—Survey Respondent
CHANGE MANAGEMENT METHODOLOGY
To achieve their successes in change management, High-performing Organizations (HPOs) do several things differently. First, they are proactive about change. Seventy-two percent of respondents from HPOs agree that they have change strategies in place to help them prepare for the unexpected, compared to 40% of respondents from all other organizations (Figure 7). Also, HPOs have a model, framework, or plan to help them through planned and unplanned changes (Figure 8). While larger organizations are also more likely to have a change management model or method,4 HPOs understand that a structured way to deal with an unexpected change or planned changes works better for them. We asked respondents what model they used, and the majority cited the Prosci ADKAR Model (46%), Kotter’s 8-Step Change Model (29%), or a proprietary one (17%).
FIGURE 7Percentage of respondents who agree with the statement, “We have change strategies in place that help us prepare for the unexpected.”5
72%
40%
49%have change
strategies.
High-Performing OrganizationsAll Other Organizations
43%
34%
37%use a change
model.
High-Performing OrganizationsAll Other Organizations
FIGURE 8Percentage who responded yes to the statement, “Does your organization use a change management model or method to guide your efforts?”6
The second thing that HPOs do differently is they have an HR function that is highly-involved in change management. Senior leaders, the HR function, and a guiding committee are the key players in the change management initiatives (Figure 9). However, at HPOs, HR is likely to be highly-involved (Figure 10). We asked our survey respondents how they were involved in their organizations’ change management capabilities. While responses differed by seniority,7 overall, HR acts as the leader, communicator, and trainer (Figure 11).
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Percentage who agree that the HR function is highly involved in change efforts.8
FIGURE 10
63%41%
47%highly involved
HR function.
High-Performing OrganizationsAll Other Organizations
Thinking of your organization’s change management efforts over the past 24 months, in what individuals or functions has your organization built its change management capabilities?
FIGURE 9
Senior leaders
HR function
Guiding committee or team
Internal partners or change champions
Change management Center of Excellence
Public relations/internal communications department
People managers/middle managers
External consultants or advisors
Employees throughout the organization that are developed on
change management competencies
1%
1%
■ Highly involved in change efforts■ Somewhat involved in change efforts■ Not involved but should be■ Not involved
25% 8%66%
10%47% 42%
44% 34% 13% 9%
35% 39% 18% 8%
31% 13%26% 30%
31% 45% 17% 7%
31% 55% 13% 1%
23% 38% 14% 25%
19% 9%37% 35%
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FIGURE 12Percentage who agree that employees throughout their organization are developed on change management competencies.9
76%
47%
56%develop change competencies.
High-Performing OrganizationsAll Other Organizations
61%
29%
39%attend training.
High-Performing OrganizationsAll Other Organizations
FIGURE 13Percentage who responded yes to the statement, “Do people in your organization attend change management training or gain certification?” 10
In the past two years, what words describe your involvement in your organization’s change management initiatives? (Select all that apply.)
FIGURE 11
48%
25%
40%
21%
38%
20%
36%
13%
34%
49%
30%
Leader, change agent, or champion
Communicator
Trainer or educator
Consultant or advisor
Coach
Catalyst or facilitator
Project or program manager
Designer, architect, or planner
Change sponsor
Follower
Limited or no involvement
Last, HPOs develop change management capabilities in their workforce (Figure 12), and are more likely to do this by training (Figure 13).
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THE ABCS OF CHANGE MANAGEMENT
High-performing organizations develop change management capabilities in their workforce. So, what skills should they be building?
HCI believes in driving change through people, not people through change. People catalyze and execute change. Change management should not happen to people but with people. This approach helps people see that they can make change happen rather than have change happen to them. High-performing organizations understand this, and they are more likely to agree with the statement, “We drive change through people rather than people through change” (Figure 14).
Percentage of respondents who agree with the statement, “We drive change through people rather than people through change.” 11
FIGURE 14
75%
42%
53%drive change
through people.
High-Performing OrganizationsAll Other Organizations
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HCI’s Framework for the ABCs of Change ManagementFIGURE 15
HR’s Roles in Change
Management
ARCHITECTDesign change
BROADCASTERCommunicate change
COACHEncourage change
If organizations rely on their people to drive change initiatives, what specifically do their employees need to do? Based on our survey research into what is essential for change management, as well as secondary research, HCI developed the ABC Framework of Change Management (Figure 15). HR (and, more broadly, any employee) can have three distinct roles in dealing with planned changes or responding to unplanned change. The Architect designs change, the Broadcaster communicates change, and the Coach encourages change adoption. An individual can play more than one role, but all three are required for successful change management.
HR’s responsibility is to develop these roles inside and outside of their function. This way, change management capabilities are built into the workforce, and organizations can successfully plan change and respond to unanticipated change.
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Percentage of respondents who agree with the statement, “Our HR function effectively designs change initiatives.” 12
FIGURE 16
67%
40%
46%HR designs
change.
High-Performing OrganizationsAll Other Organizations
“Change management is often seen as just training and
communication; it becomes more about checking the box than about shifting mindsets
and behaviors.”
—Survey Respondent
The Architect
The Architect is the first role in change management, and they should use the principles of human-centered design to construct and experiment with the change. They secure vital resources and stakeholders. The Architect plans for success by assessing readiness, removing obstacles, and considering sustainability.
HPOs are more likely to agree that their HR function effectively designs change initiatives (Figure 16). For those who indicated what skills, behaviors, and practices were very important to change management, we then asked to rate how well their organization embraces each of those “very important” practices. We then compared responses among HPOs and all other organizations (Figure 17).
Of all the Architect skills and behaviors, HPOs are best at getting senior leader buy-in, experimenting locally with a change, using technology to sense and respond to emerging needs, and giving decision-making authority to the right people. Organizations may need to improve their ability to assess change readiness, allocate sufficient resources, and find successful change areas outside of top-down directives.
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FIGURE 17 Of the statements you rated as “Very Important” for change management, how well does your current organization embrace each practice? (HPO status differences; displaying percentages for “Very Well” on a three-point scale.) 13
64%58%
57%27%
51%
41%
31%
23%
22%
14%
46%
33%
37%
23%
44%
32%
19%
14%
18%
11%
16%
8%
Get senior-level buy-in for the initiative
Experiment locally with a change initiative rather than starting
with a large-scale roll out
Use technologies to sense and respond to emerging needs
Give decision-making authority to the right levels or person(s)
Use nudges (or prompts) to prime behavior change in people
Discover, define, ideate, and deliver initiatives in an iterative process (i.e., Design Thinking)
Design initiatives by focusing foremost on the user
Follow-up on the change initiative after it’s rolled out
Assess people’s change readiness
Allocate sufficient resources for change initiatives
Find areas of successful change in bottom-up or middle-out influences
High-performing Organizations All Other Organizations
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The Broadcaster
Planned and unplanned changes must be well-communicated. The Broadcaster, the second role in change management, communicates the change with stories and data. They help people emotionally connect to the intention behind the work and start a dialogue between all parties to break down barriers. Broadcasters identify the right information to communicate and the most effective way to frame it. As the trusted source of information, they build and execute a strategic communication plan.
HPOs are more likely to agree that their HR function effectively communicates change initiatives (Figure 18). Of all the Broadcaster skills and behaviors, HPOs are best at honestly discussing change barriers, using data to share progress, and implementing collaboration tools (Figure 19). Note that less than half of respondents from HPOs report their organization embraces these practices, skills, and behaviors very well. Even at HPOs, there is room for improvement.
Percentage of respondents who agree with the statement, “Our HR function effectively communicates change initiatives.” 14
FIGURE 18
72%
52%
58%HR communicates
change.
High-Performing OrganizationsAll Other Organizations
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FIGURE 19 Of the statements you rated as “Very Important” for change management, how well does your current organization embrace each practice? (HPO status differences; displaying percentages for “Very Well” on a three-point scale.)
49%19%
47%26%
44%
41%
21%
16%
44%
32%
37%
43%
31%
21%
19%
15%
19%
22%
Have honest discussions about the barriers to change
Use data to communicate progress
Use collaboration tools during the change
Be transparent with details at all stages of the initiative
Tell stories that communicate the purpose and goals of the change
Mobilize change ambassadors/influencers
Evaluate the impact of the change and share learnings with others
Evoke an emotional connection to the cause
Administer frequent pulse surveys to gather feedback
High-performing Organizations All Other Organizations
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The Coach
The third role in change management is the Coach. The Coach addresses individuals’ resistance to change and holds people accountable for their part while rewarding successes along the way. People inside of HR or within the business who have the Coach role identify and address individuals’ reactions to change, maximize employees’ capabilities to implement the change, and keep employees engaged throughout the transition.
HPOs are more likely to agree that their HR function effectively coaches employees through change (Figure 20). Of all the Coach skills and behaviors, HPOs are best at offering training, coaching, and resources to those affected by the change (Figure 21). Areas of improvement include building resilience and addressing resistance in their employees. Organizations can train managers and peers in coaching skills or deploy professional coach practitioners for groups or one-on-one sessions to tackle these areas.
“Effective change management must take into account both
the individual experience (an emotional transition) and the
organizational need (a system/process change).”
—Survey Respondent
Percentage of respondents who agree with the statement, “Our HR function effectively coaches employees through change.” 15
FIGURE 20
73%
44%
54%HR coaches
through change.
High-Performing OrganizationsAll Other Organizations
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FIGURE 21 Of the statements you rated as “Very Important” for change management, how well does your current organization embrace each practice? (HPO status differences; displaying percentages for “Very Well” on a three-point scale.)
43%27%
42%18%
38%
33%
17%
15%
37%
26%
36%
16%
8%
17%
Offer training, coaching, or resources to those affected
Encourage employees to tackle organizational problems
outside of their role
Hold ceremonies to reward milestones along the
change process
Foster a growth mindset in those affected (less fear of failure, more
continuous learning)
Hold everyone accountable for the change
Build resilience in employees to weather the effects of constant,
unwanted change
Help others address their resistance towards change
High-performing Organizations All Other Organizations
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PRESCRIBE AND APPLY
Survey respondents shared what they learned about change management because of their organization’s response to the COVID-19 pandemic and its aftermath. Their lessons learned and recommendations are categorized and displayed below.
“We should be proactive towards change management and not reactive. I’ve learned as an HR leader to be more of a forward thinker and always be prepared for change and have a plan in place.”
“I have learned that it is critical to have a framework you follow through with for any change management initiative.”
“We just invested in a formal organizational design and change manager role, as it seems many other small to mid-sized organizations are doing.”
“Our organization needs to upskill managers to lead change.”
“It’s important not just to have a lot of hard work happen, but to also be clear in terms of responsibilities and ownership of the activity.”
“There should be a designated person for implementation, and change champions who are well informed make all the difference.”
“We need multiple channels to communicate with our employees in real-time during emergencies.”
“Webinars, emails, and town halls aren’t enough anymore. Social media has to be explored as an avenue to reach out to our employees where they are and not where we want them to be.”
“Communication is key, and being open about what you don’t know is important. Giving team members a place to ask questions and get answers is part of what leads to success.”
Build structures and frameworks proactively
Invest in change management capabilities
and resources
Be clear on who owns decisions and
responsibilities
Over-communicate
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“Change management doesn’t happen when sitting in meetings, and you must include all employees.”
“Total employee input means a discussion about all employee roles, awareness of changes or effects in each employees’ perception, tolerance for ambiguity, and complete employee support and training, when necessary.”
“People are resilient and ready for changes both planned and unplanned. Employees have loved the openness and transparency of our leaders throughout this time and efforts to make the employee experience more human-centric, caring, and FOR employees, not TO employees.”
“We need to equip managers with change management competencies, as well as provide support in terms of resources.”
“If you want a change to happen quickly, people need tools, information, and training to do their best work.”
“Lack of trust is magnified during the pandemic.”
“Compassionate leadership during this time was the differentiator.”
“We can endorse an anti-fragile behavior: the capacity to recover quickly from difficulties, learn from experiences, and increase in our capability to rebound, recover, and thrive.”
“Multi-disciplinary teams will produce the best outcomes. Flexibility, tolerance, empathy, patience are more important than ever.”
“Organizational culture and geographic culture have to be addressed during each phase of change management. We have a global company and have not always considered the change in tactics needed by region.”
“You can’t have one size fits all for all departments/functions/sites. One set of values should dictate overall strategy, and groups should be able to flex depending on location/function/customer interface.”
“Different personalities respond to such situations/pandemics differently. Some get stuck, and others find ways to progress. Each has to be dealt with differently.”
Offer training and support
Rely on ‘soft skills’
Address individual and cultural differences for
change
Include and empower your people
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“What we think is impossible is possible once we have the will to do it.”
“Leaders did not believe our staff could be as agile and flexible as they were. Our staff embraced the push and became much more proficient with technology in a very short amount of time.”
“When forced and needed, we can adapt to change.”
“Change becomes easier to accept when there’s no other choice but to do so.”
“We have grit, and we pulled together as a leadership team like never before. We steered the organization through the tough time and was an anchor to our employees.”
“A leader must present him/herself to be in control, and understand that he or she doesn’t have all of the answers but knows where to go and get them in the organization.”
“If management is unified and supports the change, then the employees are more willing to accept the change.”
“There is a chasm of disconnect between higher levels of management and the middle management employees and down when it comes to implementation of initiatives.”
“Senior management needs to sit on the team that manages/advises for change. Having another management level between the senior management and those who have to implement it is very disruptive. It causes significant time delays and revisions as those writing the policy don’t get the full picture.”
Reduce options for increased change
adoption
Display leadership
Be open minded and adjust existing mindsets
Understand breakdowns in execution and implementation
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DIGITAL TOOLKIT BY HCIORANGEBOX Change Management Readiness
EvaluationRate your level of agreement with the following organizational abilities. Then calculate your average score for each of the three roles within change management. Organizations with average ratings of four or greater have high readiness for change management.
Strongly disagree
(1)
Somewhat disagree
(2)Neither
(3)
Somewhat agree
(4)
Strongly agree
(5)
THE ARCHITECT
Get senior-level buy-in for the initiative
Experiment locally with a change initiative rather than starting with a large-scale roll out
Use technologies to sense and respond to emerging needs
Give decision-making authority to the right levels or person(s)
Use nudges to prime behavior change in people
Discover, define, ideate, and deliver initiatives in an iterative process
Design initiatives by focusing foremost on the user
Follow-up on the change initiative after it’s rolled out
Assess people’s change readiness
Allocate sufficient resources for change initiatives
Find areas of successful change in bottom-up or middle-out influences
THE BROADCASTER
Have honest discussions about the barriers to change
Use data to communicate progress
Be transparent with details at all stages of the initiative
Use collaboration tools during the change
Tell stories that communicate the purpose and goals of the change
Mobilize change ambassadors/influencers
Evaluate the impact the change and share learnings with others
Evoke an emotional connection to the cause
Administer frequent pulse surveys to gather feedback
THE COACH
Offer training, coaching, or resources to those affected
Encourage employees to tackle organizational problems outside of their role
Hold ceremonies to reward milestones along the change process
Foster a growth mindset in those affected (less fear of failure, more continuous learning)
Hold everyone accountable for the change
Build resilience in employees to weather the effects of constant, unwanted change
Help others address their resistance towards change
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DIGITAL TOOLKIT BY HCIORANGEBOX Change Communication Checklist
☐ Create a plan that outlines all communications and the details.
☐ For each communication, clearly define the creator, approver, and sender.
☐ Include in the communication plan messages about the vision, reasons for the change, impacts of the change on employees, details about the change, and change progress.
☐ Repeat key messages multiple times, though multiple channels of communication.
☐ Use stories and data to communicate about the change.
☐ Address the impact and “what’s in it for me?” for each audience group.
☐ Develop communications to help create an emotional connection to the change.
☐ Communicate information proactively, before the audience begins asking questions.
☐ Make individual messages targeted and audience-specific.
☐ Use the most relevant and credible sender to deliver each communication.
☐ Explore all options for reaching each audience group.
☐ Use creative methods and channels of communication; ensure that email is not the default communication method. Examples of communication channels:
☐ One-on-one conversations
☐ Group meetings
☐ Presentations
☐ Lunch and learns/training/events/workshops
☐ Video conferences
☐ Visual displays/posters/video screens
☐ Open house events
☐ Intranet web page/online portal
☐ Social media
☐ Special social events
☐ Tangible items
☐ Use face-to-face communications to the fullest extent possible.
☐ Encourage and facilitate two-way communication.
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DIGITAL TOOLKIT BY HCIORANGEBOX Coaching Questions for Change
ResistanceIn coaching conversations, ask these questions to understand your client’s or team member’s current state, goals, and plans. Using the answers to these questions, you can work together to create an action plan.
Awareness of the Current State
What is one word that describes how this situation is for you?
What is going well for you?
What isn’t going well?
Specifically, what are the biggest challenges you face?
What stops you from accepting this new change?
What do you want to be different from what you are experiencing now?
What do you need from me? From your team? From the broader organization?
Action Planning and Goal Setting for the Future
How do you want to feel about this change?
What do you have the power to do right now?
When and where are you going to start doing it?
On a scale from 1-10, how confident are you about your ability to make these changes?
Who can help you with this?
How will you measure progress?
How will you hold yourself accountable for making progress?
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From January 18th to February 9th, 2021, a survey link was distributed via to opt-in members of HCI’s Survey Panel and electronic mailings. Duplicate entries and careless or partial survey responses out of the dataset for a final total sample of 366 respondents. The results of this questionnaire and secondary sources form the basis of this research. Eighty-one percent of respondents are in North America. Only categories describing at least 5% of the survey sample are displayed below.
ABOUT THE RESEARCH
Survey Respondent Demographics
What is your functional area?Human Resources 44%Learning and Development 9%Talent Management or Organizational Development 9%Independent Consultant 5%Other 5%Recruiting, Sourcing, Talent Acquisition 5%
What is your current level of responsibility?I manage my work and contribute to teams and projects. 32%I manage my work and lead a team of people. 19%I lead and am responsible for other people managers below me. 8%I am responsible for a business unit or function. 25%I am responsible for an entire organization. 16%
What is your industry?Professional, Scientific, and Technical Services 16%Health Care and Social Assistance 14%Manufacturing 13%Other Services (except Public Administration) 12%Finance and Insurance 10%Educational Services 7%Public Administration 7%Information 5%
How many employees are in your organization?Small Under 100 22%
> 100 and ≤ 500 23%Medium > 500 and ≤ 1,000 10%
> 1,000 and ≤ 5,000 18%Large > 5,000 and ≤ 10,000 9%
> 10,000 and ≤ 50,000 14%> 100,000 4%
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Endnotes 1. HCI researchers developed an index of seven human capital outcomes (investments in training, internal mobility, employee engagement, diversity and inclusion, quality of hire, retention, and leadership bench strength) and eight critical business dimensions (large-scale strategic change, customer satisfaction, regulatory compliance, talent attraction, innovation, profitability, shareholder value, and productivity) for evaluating the relative strength and weakness of respondents’ organizations. These inventories are composed of items with five-point rating scales. We aggregate scores from these items to create a composite score that reflects each organization’s overall strength in terms of its performance. Those scoring 56 or greater on this inventory are considered high-performing organizations (HPO) and consist of 32% of the total. HPO status has no relationship with the number of employees within an organization nor the respondents’ seniority.
2. Had mergers and acquisitions: small = 38%, medium = 51%, large = 73%, x2 = 22.895, v = .281, p < .01; Organizational-wide technology: small = 78%, medium = 86%, large= 89%, x2 = 6.401, v = .138, p < .05; HR process implementation: small = 82%, medium = 94%, large = 93%, x2 = 10.407, v = .176, p < .01; Environmental/regulatory/legal changes: small = 74%, medium = 83%, large = 90%, x2 = 9.114, v = .175, p < .01; Changes in locations, regions, or properties where work is performed: small = 62%, medium = 81%, large = 82%, x2 = 15.170, v = .217, p < .01; New reporting structures: small = 76%, medium = 93%, large = 83%, x2 = 11.362, v = .186, p < .05; Programs for workplace culture and employee engagement: small = 79%, medium = 86%, large = 95%, x2 = 11.390, v = .184, p < .01.
3. x2 = 35.897, v = .367, p < .01
4. Small = 27%, medium = 33%, large = 59%, x2 = 20.209, v = .281, p < .01
5. x2 = 27.019, v = .321, p < .01
6. x2 = 3.989, v = .132, p < .05
7. Seniority level response to the following: Limited or no involvement: rs = -.115, p < .05; Change sponsor: rs =.208, p < .01; Leader, change agent, or champion: rs = .249, p < .01; Communicator: rs = .176, p < .01; Coach: rs = .113, p < .05; Designer, architect, or planner: rs = .190, p < .01; Catalyst or facilitator: rs = .219, p < .01; Follower: rs = -.109, p < .05
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8. x2 = 13.271, v = .227, p < .05
9. x2 = 23.356, v = .319, p < .01
10. x2 = 21.240, v = .303, p < .01
11. x2 = 32.226, v = .351, p < .01
12. x2 = 36.143, v = .372, p < .01
13. Get senior-level buy-in for the initiative is the only non-statistically significant difference x2 = 2.079, v = .093, p = .354
14. x2 = 17.304, v = .257, p < .01
15. x2 = 23.900, v = .301, p < .01
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Learn More in the HCI Library
Webcasts and Podcasts
Coping with COVID-19 and Beyond—Leading through the A.R.C. of Change
Thriving through Transformation: HR’s Roles in Change Management
HCI Faculty Office Hours: Helping HR Lead Change
Research and Tools
2021 Talent Pulse Priorities
COVID-19 Debrief Meeting Guide
The Revolution is Now: New-Skill Your Workforce to Catalyze Change
Virtual Conferences
Certifications
CERTIFICATION PROGRAM
Change Management for HR
Build an Inclusive Culture
2021 VIRTUAL CONFERENCE
Redesign Your Employee Experience
2021 VIRTUAL CONFERENCE
Copyright © 2021 Human Capital Institute. All rights reserved.
Author: Jenna Filipkowski, Ph.D. ([email protected])
Publication date: March 5, 2021
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