Category: Leading Change

Lane Changes

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My wife and I moved to Dallas from Los Angeles. Among the many stark contrasts, we were most struck by the difference in driving habits. In Los Angeles, driving is a cultural phenomenon. In Dallas, driving feels competitive. When meeting friends and colleagues in L.A., you talk about freeways. In Dallas, you talk about sports.

When I lead workshops that cover topics like the Ladder of Inference or confirmation bias, I often use driving behavior to illustrate how our beliefs shape what we notice. I’ll claim that Dallas drivers don’t use their turn signals. And because of that belief, I see endless “evidence” that I’m right: cars weaving across lanes without signaling. My daughters, aware of my bias, like to call out counterexamples: “Look, Dad, that green car just signaled.” They see what I filter out. I’ll even reinterpret their evidence to fit my belief: “That driver must not be from Dallas.”

Our brains love shortcuts. We cling to assumptions because they feel efficient. But those shortcuts can blind us to signals and to each other.

Turn signals are a form of communication. A signal might be a polite, “May I move over?” or a warning, “Heads up!” Most often, it’s simply, “Here’s what I’m about to do.” At its core, signaling is an acknowledgment that other people’s needs matter.

At its core, signaling is an acknowledgment that other people’s needs matter.

Cars obscure the body language we rely on to interpret intentions. And life is full of invisible “vehicles”—schedules, inboxes, calendars—that make it hard for others to see where we’re headed. Without signals, people are left guessing.

We travel through the world in these bodies, much like cars: enclosed, private, and easy to forget there’s someone else behind every windshield. We work across distances and time zones. We make plans, change plans, and often assume others will just “figure it out.” When we fail to signal, it’s not always selfishness, it’s often habit, distraction, or the illusion that others can see what we see.

Compassion starts with simply acknowledging that other people exist and have needs too. Compassion isn’t just empathy; it’s action. To communicate compassionately is to anticipate others’ need for clarity before they’re left reacting to unexpected changes.

Travel compassionately by signaling your intentions:

  • A quick update. Send the “I might be late” text before someone starts worrying.
  • A small heads-up. Share a draft early so your colleague doesn’t feel ambushed later.
  • A sign of respect. Tell a teammate when you’ve changed course instead of assuming they’ll notice.
  • A kindness. Ask, “Is this still a good time?” before diving into a heavy topic.

Signals don’t need to be elaborate. A quick message, a note in a shared calendar, a sentence of context—these are all turn signals for life.

Signaling helps you, too. When we pause to share our intentions, we slow down, reflect, and notice others. We interrupt autopilot. We shift from competition to cooperation. We strengthen our attention agility, the ability to quickly and easily shift one’s focus in response to dynamic conditions.

The habit of signaling reminds us we’re not driving alone. We’re part of a complex flow of people, each carrying their own invisible cargo of worries, hopes, and deadlines.

So, when you feel rushed, overwhelmed, or ready to change lanes in life, ask yourself: Who needs to know what I’m about to do? Then, use your indicator.

How Leaders Turn Thinking Into Action: Lessons From Five Years of Data

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Organizations develop unique patterns in how they navigate complexity and uncertainty. After five years of assessing how leaders approach challenging situations, we’ve discovered that different organizational cultures rely on markedly different information sources to make decisions – insights that challenge our traditional one-size-fits-all approach to leadership development.

I don’t think anyone would be surprised to learn that a group of leaders in a government auditing function would process information differently than a group of technology company sales leaders. Why then, do we offer both groups the same advice about aligning stakeholders, influencing senior leaders, and managing change?

The SCAN Framework

To help leaders identify hidden influences and unseen barriers in complex environments, we developed the SCAN framework. This tool assesses four critical data sources that inform leadership thinking: Structures (organizational systems and norms), Context (environmental factors), Assumptions (underlying beliefs), and Needs (stakeholder motivations and desires). SCAN scores allow us to visualize how different leaders prioritize these information sources when moving from thinking to action.

Our analysis reveals that functional groups and organizations develop distinct thinking-to-action cultures – consistent patterns in how they process information when setting direction, making decisions, or solving problems under uncertainty.

Three Distinct Thinking-to-Action Cultures

The bar graph compares three different groups of leaders from three different organizations and functions. Bar heights represent percentile scores for each dimension of the SCAN framework. The black dashed line represents the average score for each dimension based on total database responses from groups working in the same functions and organizations (n=1528).

Leading Change

Let’s consider what the SCAN profiles in the above graph suggest about how each group of leaders might design a large-scale change effort and the pitfalls they might encounter during implementation.

Government Audit Managers

These leaders demonstrate a strong focus on existing systems and norms, scoring notably higher than average in the Structures dimension. Their systematic approach brings stability and consistency, but also creates specific challenges in change management. They tend to overlook environmental factors outside their direct control (low Context) and rarely question established systems (low Assumptions).

When leading change initiatives, these leaders excel at working within established frameworks but need to strengthen their ability to:

  • Connect change efforts to broader strategic objectives
  • Respond to shifting external factors
  • Challenge procedures that no longer serve their purpose

Technology Company Sales Leaders

These leaders excel at reading market signals and external trends, with significantly higher Context scores than average. This market sensitivity creates agility but can lead to implementation challenges. Their attention to market dynamics often comes at the expense of understanding internal systems and processes (low Structures), while established organizational beliefs remain largely unexamined (low Assumptions).

Their change initiatives benefit from strong market alignment but require additional focus on:

  • Analyzing how new priorities interact with existing systems
  • Building sustainable processes amid market volatility
  • Balancing quick responses with structural considerations

Software Engineering Leaders

This group stands out for their strategic and innovative mindset, showing exceptionally high scores in both Context and Assumptions. They readily embrace new trends and willingly challenge status quo operations. However, their significantly lower Needs scores suggest that they do not seek inspiration for innovation by attending to the desires and motivations of people.

Their change leadership strengths lie in driving innovation, but success requires:

  • Balancing innovation with operational stability
  • Maintaining quality standards while pursuing new ideas
  • Increasing focus on stakeholder impact and adoption

Implications for influencing, aligning, and deciding

Identifying distinct thinking-to-action patterns help us support rather than overwhelm decision makers when they deal with multiple complex, uncertain, and high-stakes situations. We can start by supplying information that’s easy to digest given a leadership team’s SCAN preferences. Next, we can make information from overlooked sources easier to digest so that leaders don’t run the risk of missing something important.

Understanding your organization’s thinking-to-action culture provides a foundation for more effective leadership development and organizational change. It allows you to leverage your cultural strengths while systematically addressing potential blind spots.

The Emotional Mismatch in Organizational Change

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If you’re exhausted, overwhelmed, and uncertain about what might be changing at work next week, take comfort: you’re not alone. The scale of organizational change is staggering. Consider this: in 2023, the management consulting industry in the U.S. grew at 7.7% — more than twice the overall U.S. GDP growth of 3%. When consulting firms generate more change strategies, leaders and employees face even more upheaval in the years ahead.

The Messy Middle of Change

Given this trend, we at Unstuck Minds aren’t surprised by the recent requests for workshops about dealing with change. While most organizations want help preparing for change, many reach out when they’re already stuck in the middle of it.

While developing a change workshop, I found unexpected insight from an emergency room physician. In an October 5th New York Times opinion piece titled “I’m a Doctor. ChatGPT’s Bedside Manner is Better Than Mine,” Jonathan Reisman wrote about his training in delivering bad news to patients and families. He was initially skeptical about using scripts and techniques, believing that “compassion and empathy couldn’t be choreographed like dance steps.”

As an ER physician, Reisman regularly delivers versions of this “bad news” script. He noted, “For patients and their families, these conversations can be life-changing, yet for me it is just another day at work – a colossal mismatch in emotion.”

This concept of emotional mismatch perfectly captures a crucial challenge in organizational change.

The Change-Emotion Gap

When leaders discuss change with their teams, they face a similar emotional disconnect. While not as devastating as delivering life-altering medical news, this mismatch creates tension that can derail productive dialogue about change.

William Bridges’ famous Transitions model emphasizes that while change is situational, transition is psychological. It involves three stages:

1. Ending: People let go of the old way

2. The Neutral Zone: A period of uncertainty and confusion

3. New Beginning: Individuals embrace new identities and ways of working

The greatest emotional mismatch occurs in the “neutral zone.” Leaders, eager for results, grow impatient while their teams still mourn the loss of familiar routines.

Bridging the Gap: A Better Approach

Just as physicians learn scripts for delivering difficult news, leaders can use specific prompts when change efforts stall. Instead of selling the benefits of change, try these questions — and resist the urge to solve, fix, or judge:

– “What’s making this change hard for you?”

– “Here’s what I’m still getting used to ________. What about you?”

– “Does it feel like something you value is going away? Like what?”

When you sense the emotional gap narrowing, explore possibilities:

– “Not everything is set in stone yet. What might we be able to influence now that things are changing?”

Remember: You can’t force emotional alignment. If people don’t feel safe expressing their true feelings, they’ll find others who share their emotional state — often colleagues who reinforce resistance to change.

The key to successful change management isn’t pushing harder; it’s creating space for honest dialogue about the emotional journey.

Unclench Your Brain; Hold Thoughts Lightly

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In her 2021 bestseller, Peak Mind, professor of psychology, Amishi Jha recounts an epiphany she had about the powerful ways our worldviews grip and constrain our thinking. Dr. Jha and her family had been attending a birthday celebration for her mother. It was a milestone birthday and her mother’s house was packed with friends and relatives, many of them Indian men and women in their sixties and seventies. Dr. Jha and her sister took charge of serving food and drinks. Here’s how Dr. Jha describes what happened next.

When the time came to serve the cake, I was at a loss – my daughter was nowhere to be found, and my sister was busy cutting and plating the cake while I ran frantically back and forth with two plates, trying to get to all the guests. Finally, I felt a hand on my arm. My husband, Michael, was standing there with our son and my nephew

Can we help you?

Husband, son, and nephew jumped in and efficiently distributed the plates. Everyone enjoyed cake, problem solved.

Later, Dr. Jha reflected on the experience. Why hadn’t she asked her husband for help? Why was her first thought, “where is my daughter?” Shockingly, she realized that she had fallen under the spell of a deeply ingrained worldview: Men don’t serve food in Indian households!

As a woman, a scientist, and a psychology professor, Dr. Jha is acutely aware of the casual, implicit biases that regularly harm women. For example, it’s not unusual for her to receive emails addressed to “Sir.”

After her mother’s birthday party, she wanted to shout, “But I’m not sexist!” The reality, she came to realize is that “…if sexism exists in the world, it exists in my lived experience of the world.”

What Would it Take for you to Change your Mind?

Mental models are internal representations of external reality. They are the stories we tell ourselves to help us make sense of the world. Mental models help us process information, reason, make decisions, and make predictions. The key word in the definition is, “representation.” Alfred Korzybski, a Polish-American philosopher and mathematician pointed out that mental models are representations of reality in the same way that a map is a representation of a territory.

Mental models are useful precisely because they simplify reality. Like maps, mental models leave out a lot of detail. Also, like maps, unless a mental model is updated, new realities can make our rigidly held models less useful.

We can hold maps at arm’s length. It’s much harder to put daylight between ourselves and our mental models. Consequently, we confuse our models with reality, we accept our certainties as truth. What’s worse, because the mental model dictates how we process information, it can change the brain’s ability to notice information that’s not part of the model. Dr. Jha literally didn’t notice her husband, son, and nephew when she scanned her mother’s house looking for someone to help serve cake.

Noticing Stale Assumptions

Developmental psychologist, Robert Kegan writes about the transformational changes people experience throughout their lives. His subject-object theory of development differentiates between our internal assumptions about the way the world works (subject) and aspects of the world we can examine independently (object).

Kegan often asks, “Do you have the idea, or does the idea have you?” If you have the idea, you can examine it objectively. If the idea has you, you are unconsciously gripped by the idea.

Before her epiphany, Dr. Jha was unwittingly gripped by the idea that men don’t serve food in Indian households. After her epiphany, the idea no longer controlled what Dr. Jha could notice and think about her situation. She became cognizant of the relationship between an old story and its impact on her behavior. She can hold the thought lightly and decide how it will inform her worldview going forward.

Jay’s Story

I clearly remember how disoriented I felt after pitching my book to Steve Piersanti, founder of Berrett-Koehler Publishers. He pointed out that most people don’t read non-fiction books, they don’t even buy them. Bestselling non-fiction books are purchased in bulk and handed out during corporate events, conference key-note presentations, or as part of training programs. He didn’t care about my writing chops or my research. He wanted to know if I had a platform and a following. A lot of deeply held assumptions and a few fantasies about being an author lost their hold on me that day.
Lisa’s Story

Like many people, I was drawn into a professional role because it suited my personality and skills. I didn’t plan to work in sales leadership and account management, I discovered a knack for it. As I experienced success, I started thinking of myself as a sales professional. Unconsciously, I adopted a mental model that many of my coaching clients share: What I do is who I am.   Since co-founding Unstuck Minds, I’ve given myself permission to reinvent my role. I’ve learned to loosen my grip on how I see myself. I recently pursued an ICF coaching certification. Now I have a portfolio of capabilities to contribute.  

Loosening the Grip of Stale Assumptions

Stale assumptions don’t just grip people. Many businesses suffer from calcified assumptions about what customers want. It’s easy to imagine the proclamations below animating strategy meetings at three, once dominant companies:

  • The experience of scanning the shelves of a physical store is an irreplaceable part of what customers love about Blockbuster.
  • Quality, consistency, and value make Kodak film the best choice for all photographers and cameras.
  • Business professionals are obsessed with the Blackberry keyboard.

Noticing and potentially revising a mental model isn’t easy. Unstuck Minds has developed tools and thought exercises to help you pull back the curtain on influential thoughts. Here are two of our favorites:

Brainstorm terrible Ideas

Imagine you work for a retail clothing company that prides itself on personalized customer service. In a meeting someone suggests closing all the stores and selling your apparel through a third-party, online e-commerce site. It would be easy to picture people angrily reacting to the idea because it violates a core assumption about the company’s business model. Now that the assumption is out in the open, you can challenge it or recommit to it. Read our story about using “terrible ideas” to help a client identify assumptions and worldviews.

  • What blasphemous yet plausible idea would elicit a gasp or an eye roll in your organization?
  • What does the reaction say about your organization’s assumptions?

Consult future you

When facing decisions that will play out over time, we assume that the person who makes the decision (Present-Me) will think and feel the same way as the person who will live with the decision (Future-Me). It’s easier to recognize the fallacy when we retrospectively evaluate past decisions. When we look back on consequential choices we made in the past, it feels obvious that our current selves, faced with the same decision, might consider different criteria or make a different choice. Here’s a trivial example that might be relatable. It’s the middle of the afternoon and someone has brought a tray of rich, decadent cookies into the breakroom from a meeting that just ended. Present-You knows what it wants. How will ‘10-Minutes-From-Now-You’ feel about the decision to mindlessly devour the cookie?

In a lot of ways, a life gripped by our mental models is a bit like living in a dream-like state. We don’t question the strange logic of our dreams. The first moments of waking up feel disorienting.

If you no longer believe that a jolly bearded resident of the North Pole delivers gifts to deserving children on Christmas, you understand the experience of revising a mental model. And yes, letting go of a cherished mental model might be accompanied by a sense of loss. On the plus side, when you hold thoughts, assumptions, and conclusions lightly, you create space for surprising ideas to present themselves for your consideration.

Jha, Amishi P. Peak Mind: Find Your Focus, Own Your Attention, Invest 12 Minutes a Day. New York: HarperOne, 2021.

The Case for Reinventing the Wheel

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It’s probably just my reflex when told not to do something.

Whenever I hear the advice, “don’t reinvent the wheel,” I think, “why not?” I presume the subtext is: don’t waste resources solving a problem that’s already been solved. If nothing else, solving a problem as if it weren’t already solved is educational. In fact, the simple act of re-imagining solutions can raise useful questions about the effectiveness of the status quo.

“Reinventing Wheels” Reveals Hidden Assumptions

In 1997, I was part of a cross-functional “change team” at Pizza Hut. We had been asked by Mike Rawlings, the CEO at the time, to identify ideas for reducing overhead costs by 10% (in a previous blog post, I’ve described the change team experience in more detail). We came back to Mike and his executive team with recommendations that would cut expenses by 30%, a recommendation that Yum! Brands later adopted with savings they projected would amount to $300 million by 2019.

I didn’t recognize it at the time, but I see now that the change team had adopted a “reinvent the wheel” approach to our challenge. Rather than look for inefficiencies in the existing structure, we started by asking, “what do restaurant general managers need to satisfy their customers?” If a savvy restaurant manager acting like an owner wouldn’t require the support, it raised the question: why does this function exist? The ensuing discussion revealed a set of operating assumptions that had become invisible.

The SCAN Framework

The SCAN framework (Structures, Context, Assumptions, and Needs) is designed to reveal hidden influences that may be keeping us stuck. When we introduce the SCAN framework to our clients, people struggle the most with the ‘Assumptions’ dimension. Once we define our terms, it’s easy for people to grasp the differences among underlying structures, surrounding context, and human needs. Assumptions, on the other hand, are hard to recognize because noticing what governs the way you notice feels unfathomable.

A thought experiment like reinventing the wheel provides an indirect look at assumptions that might be worth challenging. Instead of trying to name your assumptions, reinventing the wheel invites you to justify the status quo.

Maybe you have a sinking feeling that something fundamental about your business or organization needs to change. Perhaps you don’t trust the typical problem-solving approach your leadership team would take if you raised the issue.

Before calling in the consultants, reinvent your wheel by starting with the questions below.

Reinvention Questions

  • What does your organization offer that people will continue to benefit from in the future?
  • Who are the people that benefit from what your organization will continue to offer?
  • What has changed about them since the time you set up the current systems and distribution channels designed to meet their needs?
  • What has changed about the competitive landscape? How else can they get their needs met?

You don’t have to literally reinvent your business. It’s enough to expose hidden assumptions so you can make informed choices about what to keep and what to change. Sometimes, when it comes to getting unstuck, even if “it aint broke,” break it. Then, reinvent how you fix it.

Jay G. Cone is the author of The Surprising Power of Not Knowing What to Do; Discovering Creativity and Compassion in a Time of Chaos. He is the co-founder of Unstuck Minds.

Are you Facing the Unfamiliar, the Unexplored, or the Unknown?

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Not all experiences of feeling lost call for the same remedy.

You may be facing an unfamiliar situation. Perhaps you’ve been assigned a complicated task you’ve never handled before. In such cases, people can instruct you. There are clear steps you can follow. Your sense of being temporarily lost stems from not knowing how to get started. Once you’re shown the roadmap, you feel reassured, and you can make progress.

Alternatively, you may be venturing into unexplored territory. Consider, for example, leading a complex organizational transformation. Here, there is no predefined roadmap. Advisors and consultants may offer relevant experience, but each change effort in every organization is unique. While there are recommended frameworks and methods, you’re likely to encounter unexpected obstacles.

Then, there’s facing the unknown. You may feel disoriented by your inability to make sense of what’s happening. You may be unable to predict the consequences of familiar actions. For example, you might be considering a new business line or expanding into a new geography. Or perhaps an unforeseen situation has disrupted your organization or your life, leaving you adrift. When facing the unknown, current conditions are unrecognizable and what once felt like a priority suddenly loses its importance.

In each case, you could describe yourself as lost. If you need a strategy to get unstuck, it’s not useful to focus on how lost you are. It’s better to focus on how you are lost.

When facing the unfamiliar, you need a roadmap and clear directions. To navigate unexplored territory, you need skills, tools, and a flexible plan. When dealing with the unknown, managing your attention becomes crucial, because you don’t know what to look for or how to interpret what you find.

When dealing with the unknown, managing your attention becomes crucial, because you don’t know what to look for or how to interpret what you find.

Facing the Unknown means getting comfortable with uncertainty

In previous posts we’ve defined the ability to manage your attention when facing complex and uncertain situations as “attention agility.” We have also described the SCAN framework (Structures, Context, Assumptions, and Needs) as a tool for developing attention agility. SCAN directs your attention towards a variety of information sources, countering habitual thinking tendencies that dictate what gets noticed and what gets overlooked. When facing the unknown, SCAN helps you ask better questions.

Before you can apply clear thinking to help you navigate your way through the unknown, you’ll want to come to terms with feeling disoriented. Humans tend to avoid uncertainty. When stuck or lost, we’re attracted to definitive answers and confident sounding advice. We settle for any port in a storm. When the unknown becomes our new normal, the storm doesn’t pass. We can end up settling for the wrong port.

To make sure you don’t respond to an unknown situation with strategies designed for the unfamiliar and unexplored, build your attention agility by taking a moment to reflect on a few questions:

  • What if I chose to pause before taking action? Is immediate action required or am I simply reacting to the discomfort I feel?
  • What’s novel about this situation? Am I jumping to conclusions about the nature of the situation? Am I looking for ways to frame the situation as an example of something I’m familiar with?
  • Who could provide a reasonable perspective that I’m currently disregarding? Are my advisors open to learning or are they set in their ways?
  • What low-risk experiment could help me learn my way forward?

Jay G. Cone is the author of The Surprising Power of Not Knowing What to Do; Discovering Creativity and Compassion in a Time of Chaos. He is the co-founder of Unstuck Minds.

Want to Stick to your Resolutions? Work on the Hidden Influences Keeping you Stuck.

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Resolution, the noun form of the verb resolve, derives from the Latin resolvere, meaning “to loosen.” The original sense of “resolve” is not about bringing something new to a situation you want to change. Essentially, a resolution is the untying of a problematic knot. Resolving to do something literally means to get unstuck.

As the new year approaches, we set intentions, goals, and resolutions to make things better. Usually, we frame our resolutions as behavior changes. We promise to start doing something, or stop doing something, or finally accomplish that thing we’ve been meaning to do. The statistics on our ability to make good on our resolutions are not encouraging. Only 8% of respondents to an October 2023 Forbe’s survey stuck to their New Year’s resolutions for more than one month.

Maybe it would be better to remind ourselves of the true meaning of a resolution. Rather than focus on the behaviors we want to change, we could focus on loosening the knots that make changing our behaviors difficult. If we resolve to get unstuck, maybe our desired behavior changes won’t feel like such a struggle.

Rather than focus on the behaviors we want to change, we could focus on loosening the knots that make changing our behaviors difficult.

If you’ve waited until the start of a new year to adopt a change, it probably means that you anticipate the change will require commitment and effort. Otherwise, you would have simply adopted the change when it first struck you as a good idea. Waiting until January to improve things is a telltale sign that a knot needs some loosening.

You can’t loosen a knot you don’t notice. That’s where SCAN comes in. If you’re unfamiliar with the SCAN framework, check out this post. SCAN does for your mind what a physical therapist does for your body. SCAN not only provides insights into what’s got you tangled up, SCAN teaches you strategies for increasing the flexibility of your thinking.

From January to SCANuary

Let’s work through an example. I’ll take a traditional New Year’s resolution and apply the SCAN framework to identify insights and options I might be missing. Suppose I resolve to get fit, lose weight, and eat a healthier diet in 2024.

Structures: Which of my habits and routines are inconsistent with a healthy lifestyle?

Maybe I’m in the habit of eating lunch without taking a break from work. I end up choosing convenient food that I can eat quickly while keeping my attention on my computer screen. I don’t feel full and end up snacking throughout the afternoon to keep me alert. Most of what I eat during the day consists of carbohydrates. If I don’t loosen the knot of my workday routines, I won’t develop healthier eating habits.

Context: Which environmental factors outside my control create opportunities for a healthy lifestyle, which factors put a healthy lifestyle at risk?

I could be on the lookout for new apps or devices that make it easy and fun for me to track fitness data. I could learn about new studies linking some of my current behaviors to a lack of stamina or energy. Maybe I should get the results of a physical before establishing a new fitness routine. A fear of the unknown may be a knot I need to loosen so that I can learn about what’s new and what’s changing.

Assumptions: How might my beliefs, mindsets, and worldviews be responsible for the way I’m framing my resolution?

What am I comparing myself to when I imagine that my current situation needs to change? Maybe I’ve formed an image of fitness that is unrealistic or inconsistent with what I value most. If I don’t loosen the knot of my biases, I may be striving to achieve the wrong goal.

Needs: How might the concerns and perspectives of people who matter relate to my fitness goals?

Of course, getting clear on my own fears and motivations may loosen an important knot. Who else should I include in my thinking about living a healthier lifestyle? Maybe I share meals with people who won’t enjoy dining with me if I change my diet. Maybe I’m trying to impress someone without really understanding how they view me now. Maybe I need to seek out a health coach to help me get started?

I get it. Asking yourself hard questions feels more daunting than simply setting goals and taking action. So, how about this? If it’s nearing the end of January, and you find yourself among the anticipated 92% of people who are about to call it quits on your New Year’s resolution, consider SCANning for a few knots to loosen.

Jay G. Cone is the author of The Surprising Power of Not Knowing What to Do; Discovering Creativity and Compassion in a Time of Chaos. He is the co-founder of Unstuck Minds.

The Odyssey of Change: Anticipating the Four Hidden Forces of Organizational Transformation

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Homer’s epic poem, The Odyssey, tells the story of Odysseus’ journey home after the fall of Troy. Odysseus and his crew spent ten years at sea. Some of their encounters along the way were fortuitous, others were fatal.

While organizational transformation is less perilous, it can feel just as daunting. It is unrealistic and possibly counterproductive to expect smooth sailing if the goal is to undergo a transformation. By paying attention to four hidden forces of organizational transformation You can, however, improve your chances of a successful journey.

To remember the four forces, we use the acronym SCAN, which stands for Structures, Context, Assumptions, and Needs.

Keep an eye out for entrenched STRUCTURES

I worked for a restaurant chain that was looking to improve its customer service. Because the company did a lot of delivery and take-out business, the main customer interactions occurred during the phone call to place an order (this was in the 1990s, before online ordering).

After the training programs and updated processes failed to improve service ratings, we decided to investigate. We discovered that restaurant managers were instructing their team members to ignore the phone if the restaurant was getting overwhelmed with orders.

The managers received bonuses for getting food out quickly. The point-of-sale system tracked how long it took from an order being placed until the order was plated or packaged. If too many orders came in, things backed up in the kitchen, and the managers’ bonuses suffered. If you don’t want orders backing up, don’t answer the phone.

Before initiating an organizational transformation, spend some time identifying systems, habits, and routines which will preserve status quo priorities and behaviors.

Pay attention to CONTEXT

On paper organizational transformation provides an illusion of control. Leaders imagine that clear goals and a well-designed plan will create the reality they envision. In the same way that weather matters to the success of an outdoor wedding, an organization’s business context matters to a change effort. The best laid plans are still subject to unpredictable and uncontrollable conditions.

Given the relentless headlines about the lingering impacts of the pandemic, disruptive technological innovation, and deteriorating trust in institutions and governments, context has become hard to ignore. Still, you may want to give some thought to contextual factors closer to your organization’s operating environment. If it’s outside your control and could have an influence on the success of your transformation efforts, it’s worth your attention.

Consider, for example, the potent combination of social trends and demographics. Baby boomer executives are retiring. Millennial and Gen Z workers are less interested in staying put and moving up the corporate ladder to fill the vacancies. HR leaders would be well-served by keeping these generational shifts in mind as they develop new talent strategies.

As you think about transforming the business, how will you keep an eye out for changing environmental factors that might become sources of both opportunities and threats?

Challenge out-of-date ASSUMPTIONS

After decades of decline, the Eastman Kodak company filed for bankruptcy in 2012. In 1976, Kodak had an 80% market share in camera sales and a 90% market share in film and film processing. It would be tempting to conclude that the company failed to notice the emergence of digital photography.

Kodak knew about digital photography. In 1975, it was a Kodak engineer who invented the digital camera. People unfamiliar with the company’s history are surprised to learn that The Eastman Kodak company held the first patent for digital cameras.

Kodak executives couldn’t recognize the significance of their changing context because they were blinded by their assumptions about the business. Digital imagery wasn’t simply a novel version of photography, it redefined the way people share the stories of their lives.

In the 1990’s IBM’s bread and butter, the mainframe computer, was being threatened by the rise of personal computers and the introduction of the client-server model. In 1992, IBM posted a $8.1 billion loss. In 1993, IBM brought on a new CEO, Louis V. Gerstner Jr., to return the company to profitability.

Lou Gerstner was able to challenge assumptions about IBM’s business in a way that the Kodak executive team could not. Gerstner was not blinded by an emotional attachment to IBM’s business model, products, or culture.

Before you transform the business, undertake a clear-eyed assessment of the deeply held assumptions being challenged by your vision of the future. How will you help people adapt?

Prioritize people’s NEEDS

In 1985, Coca-Cola introduced a new formula for its flagship soda, which was widely known as “New Coke.” The company spent $4 million on market research and taste tests, which suggested that consumers preferred the taste of New Coke over the original formula.

However, the introduction of New Coke was met with widespread backlash from consumers, who had a strong emotional attachment to the original formula. The company was unprepared for the negative reaction, and sales plummeted. The company received thousands of letters and calls from angry customers, and some even boycotted the brand.

Needs are manifestations of emotions. Leaders often underestimate the role of emotion in the success of an organizational transformation. Understanding needs requires empathy, not survey data.

Think about the people who matter most to the success of your transformation. What matters to them? Think about the people who are most often excluded from the conversations about an organizational transformation, what can you learn from their lived experience that would never have occurred to you?

Any significant organizational transformation with bump up against fixed structures, unpredictable context, embedded assumptions, and unmet needs. Conducting a periodic SCAN will help leaders navigate the uncharted waters during the voyage from current realities to a desired future.

Jay G. Cone is the author of The Surprising Power of Not Knowing What to Do; Discovering Creativity and Compassion in a Time of Chaos. He is the co-founder of Unstuck Minds.