Every time we initiate a significant change - whether in our personal life or in an organisation - we will most likely over-estimate our chances of a successful outcome and under-estimate the likelihood that things will not work out as we had planned.
Why is this?
In my experience, there are 2 reasons for this:
 We live in an interconnected and extremely complex world.
 We are ill-equipped to initiate major change.
This article is part of a series on the art of persuasion, communication and change based on my 45 years in business, and I going to share with you a framework of questions that will enable you to handle any significant change.
I can not guarantee that you will succeed - but if you apply this model and ask these questions you will improve your judgement and be better equipped to learn and improve from your experiences however it plays out.
Before proceeding with any significant change, you need to be very clear about these 4 points:
We then expand on these points and apply this template which considers key aspects in the planning of any significant change in your personal life or in an organisation:
CHANGE QUESTIONS Blueprint Benefits Impacts Communications Risks Steps
A blueprint is a clear description of how your life or your organisation is going to
look after you have implemented your proposed change.
It is important that you have clarity about this for two reasons:
Some years ago I was offered a job in Singapore. The role was as deputy CEO of an owner-managed chain of spas. My mission - if I chose to accept it - was to improve the profitability of the business with a view to rolling out a franchise across India and then undertaking a listing on the Indian stock exchange.
If I accepted this job it would have meant a very different life for me and my partner.
The financial upside was huge. But, aside from the major cultural changes of working in Singapore, the reality of working overseas for a number of years represented a major lifestyle change for both of us.
In considering this job offer I applied the change questions outlined in this article.
The one aspect that bothered me most was that I had run my own companies for many years and the idea of working for someone else, and especially an owner-manager, was not very attractive.
I decided to reframe the opportunity and expand my blueprint and look at the bigger picture.
I figured that regardless of how this job worked out, it would give me an opportunity to make an enormous change and establish myself in Singapore and South East Asia, at someone else's expense, and if necessary I would be far better placed to find alternative opportunites.
The benefits of your proposed change are the raison d'etre, the whole point and purpose, for your proposed change.
For each anticipated benefit you need to know the following:
The primary benefit of this job offer was the potential for long term financial security for my family and a capital based to finance other business opportunities.
This was a financial benefit that would be measured in salary, bonuses and share options.
The major dependencies were:
The timescale for the bigger benefit of share-options was approximately 3-4 years.
The secondary benefit of establishing myself in Singapore and South East Asia were almost a given provided I managed to stay out there for a least a few months.
This is when the full impacts - positive and negative - need to be thought through and explored carefully and all potential people issues examined.
This is about the
management of expectations and the emotional transitions, that those affected by the change will experience, as they come to terms with the impacts of your proposed change.
This proposed change impacted my partner directly and my grown up children and my parents less so.
For my partner the main loss was not having me around so much - but given that a lot of my career had been spent travelling, this would require an adjustment but more to the periods of my being away being longer rather than the fact of me being away.
The potential gains were large as I have described.
My partner reacted positively to this potential opportunity. She had travelled extensively and saw this as an opportunity for her to spend more time travelling.
With my children and parents we all decided that the impact of my working away would be considerably lessened if I came back regularly for short breaks and spent time with them every quarter.
This is where you figure how to communicate with those people who will be impacted by the change, and to do so in a way that enables them to accept it and be able to support you in it.
Often this is where the disconnects can occur between you as make the change and those who will be impacted by the change.
Good communication is critical.
The bigger the change there is going to be then the greater the need for effective communication about the reasons for the change, how it will look after the change, and the benefits of the change.
5 guiding principles of a good change management communication strategy
The key questions that your communication needs to address:
Communicating with the various members of my family was not that complicated.
With my children and parents, the level and nature of contact would remain very similar to what it already was via email and Skype [back then] and alternative low cost messaging services.
The nature of our communications would remain similar to what it already was.
With my partner we agreed that we would talk 2 or 3 times.
We also agreed that as she was a major stakeholder in this venture I would update her regularly as to how the new role was developing.
It is very important that you pay careful attention to the risks that you will face as you move forward with your proposed change.
You will also want to give careful thought as to how you can mitigate those risks.
I stress this because the natural tendency is to underestimate risks and to be fuelled and buoyed by optimisn and a positive expectation of success.
In an earlier article I outlined a simple structured process for identifying issues associated with each major task in implementing your proposed change.
This process will identfy some of the risks you will face, but you also need to take this a stage further and examines risk in terms of the:
Based on my past experience I knew that the biggest risk to this proposed venture would be the owner of the business.
Owners find it hard - if not impossible - to let go and hand over control of the operational management of their business. So I was prepared for this risk.
The dependency was the owner and likelihood of this issue arising was high.
I tried not to make to make too many assumptions, but in these situations there are limits as to how much due diligence you can do.
So I was also prepared for the franchise rollout to not be entirely straight-forward and, as with the issue of the owner letting go, I decided to deal with these things as and when they arose.
I also knew that there would unknown issues and I would just have to deal with them as they arose.
In case you are wondering how this all worked out - I did take the job and it didn't work out!
The owner could not let go and was a nightmare to work with.
The killer issue [unknown to me at the outset] was that he had taken on a major investor prior to my arrival and he had a very fractious and contentious relationship with this investor which rapidly resulted in litigation and the termination of his expansion plans.
I parted company with this owner after 4 months and applied my backup plan and secured a job with a regional management consultancy in Singapore which developed into the establishment of a new business focused on commodities and of which I am still the CEO.
The application of these change questions and the structured approach to the initial opportunity paid off!
This is the point at which you identify the steps you have to take to implement your proposed change and to successfully realise the benefits.
Your first big decision is the “Business as Usual” test as you ask yourself:
An incremental change is one that you can handle within business as usual. But if, as is likely, this is a step change then you will need to adopt a more carefully thought through approach:
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