How to manage through organizational change and transitions
Lead teams through change while maintaining productivity, morale, and minimizing resistance and uncertainty.
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0 of 8 steps completedStep-by-Step Instructions
1 Step 1: Communicate the why before the what and how
Step 1: Communicate the why before the what and how
People resist change they don't understand. Start with: why change is necessary, what stays the same, what problem this solves, cost of not changing. Clear rationale creates: context for decisions, buy-in from skeptics, urgency for action. Skip the why and team fills vacuum with worst-case assumptions. Explaining rationale repeatedly isn't redundant—it's necessary. Understanding precedes acceptance.
Switch by Chip and Dan Heath
Framework for leading change by appealing to emotion and logic
Start with Why by Simon Sinek
Communicating the purpose and rationale behind change
2 Step 2: Acknowledge losses and concerns honestly
Step 2: Acknowledge losses and concerns honestly
Change creates loss: familiar ways of working, established relationships, comfortable routines, sometimes jobs. Pretending otherwise insults people's intelligence. Acknowledge: what's being lost, that transition is hard, concerns are valid and heard. Create space for: grieving old ways, voicing fears, processing emotions. Forced positivity breeds cynicism. Honest acknowledgment builds trust. People can't move forward while denying reality.
Transitions by William Bridges
Classic on managing the psychological side of change
3 Step 3: Involve people in shaping implementation details
Step 3: Involve people in shaping implementation details
Leaders define what changes and why. Involving team in how builds: ownership, better solutions (people know practical realities), commitment to making it work. Change imposed creates resistance. Change co-created creates advocates. Where possible: get input on implementation, let teams figure out how, incorporate feedback visibly. Participation transforms resisters into problem-solvers.
4 Step 4: Identify and address resistance constructively
Step 4: Identify and address resistance constructively
Resistance is information, not obstruction. Listen for: legitimate concerns, blind spots in plan, impact leaders didn't consider, fears that need addressing. Some resistance stems from: unclear communication, loss of status/control, past broken promises. Address root causes, don't just overcome resistance. Persistent resisters after good-faith engagement may need: reassignment, coaching, or exit. Not everyone makes transition.
Leading Change by John Kotter
Eight-step framework for organizational transformation
5 Step 5: Create quick wins to build momentum and confidence
Step 5: Create quick wins to build momentum and confidence
Big changes feel overwhelming. Break into: visible milestones, early successes, tangible progress. Quick wins: prove change is happening, build confidence in new direction, create advocates who share success stories, provide energy for harder parts ahead. All big wins start as small wins. Momentum is psychological as much as tactical. Celebrate progress, not just completion.
6 Step 6: Over-communicate throughout transition period
Step 6: Over-communicate throughout transition period
During change, communication can't be too frequent. Share: progress updates, wins achieved, challenges encountered, adjustments made, what's next. Use multiple channels: all-hands, emails, Slack, 1-on-1s, skip-levels. Silence creates anxiety; vacuum fills with rumors. Repetition reinforces. Assume people need to hear message 7+ times before it sinks in. Communication frequency directly correlates with change success.
7 Step 7: Support people through transition with resources and patience
Step 7: Support people through transition with resources and patience
Change requires: learning new skills, unlearning old habits, building new relationships, navigating uncertainty. Provide: training and development, coaching and mentoring, time to adapt, grace for mistakes during learning. Expecting instant proficiency is unrealistic. Support shows: investment in people, commitment to their success, recognition that transition is hard. Patience doesn't mean lowering standards—it means realistic timelines.
8 Step 8: Reinforce new behaviors and declare victory gradually
Step 8: Reinforce new behaviors and declare victory gradually
Change sticks when: new ways become default, early adopters become majority, old ways feel foreign. Reinforce through: recognition of people embracing change, removing barriers to new approaches, updating systems/processes, celebrating transition milestones. Declare progress, not just final victory. Acknowledge journey while maintaining forward momentum. Backsliding happens; consistent reinforcement prevents it from becoming retreat.