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06 Making change happen

Nov 08, 202446 minEp. 6
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Episode description

Today, I talk to Katherine Farnon about her pivot from Global Head of Digital Experience Strategy & Operations at Vodafone to becoming a change management consultant. 


As anyone with leadership experience knows, simply asking or telling people to adopt a new system, structure, process, or way of working is unlikely to have much success. Change is harder than that. As you will hear, it’s a deeply human endeavour, and systematic change management has lots of parallels with the way we design and innovate.


This conversation follows nicely from the previous two episodes in that it explores a potential career track for some Design and Innovation leaders and, more importantly, a skill set that could integrate into their initiatives.


01:32 Career background 

05:30 Change management 

10:35 Why is change so hard 

15:23 Identifying a change project 

22:05 Types of change 

30:25 Change leaders 

35:39 Juggling change with day-to-day operations

38:39 New skills

42:06 Knowing what you know now… 


KATHERINE FARNON

LinkedIn


KEVIN & PLAN

Kevin McCullagh is the founder of Plan, a product strategy consultancy based in London, which helps design and innovation leaders with strategic clarity. He writes and speaks on Foresight, Innovation and Leadership.


LinkedIn

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Website: www.plan.london

Email: kevin@plan.london


MUSIC

By Nico Delaney

https://www.instagram.com/marksson.music


Transcript

Intro / Opening

kev_1_11-08-2024_140651

Today I talked to Catherine Farlan about her pivot from Global Head of Digital Experience, strategy and Operations at Vodafone to becoming a change in management consultant. Now, as anyone with any leadership experience knows. Simply asking or telling people to adopt a new system, structure, process, way of working, or whatever is unlikely to meet with much success. Change is much harder than that, and as you'll hear, it's a deeply human endeavor.

and the systematic change management has lots of parallels with the way that we, design and innovate. It's just with a different focus. Now, this conversation follows on nicely from the previous two episodes, in that it explores both a potential career track for some design and innovation leaders, but more importantly, it lays out a skill set that many could benefit from integrating into their current initiatives. Okay, let's get into it

kevin_1_11-07-2024_100139

So welcome to the podcast, Catherine.

katherine-f_1_11-07-2024_100139

Thank you. It's a pleasure to be here.

kevin_1_11-07-2024_100139

Yes. The reason that I, wanted you on is that you've made an interesting career move recently from design leader to change management consultant. I wonder if you could give us a bit more background on that change.

katherine-f_1_11-07-2024_100139

yes,

Career background

by all means. and I think I'm just going to go back, because I've done three pivots in my career. so I grew up abroad and my adopted home is the Netherlands. I've, I've, I think my first job after international relations, I landed in the international broadcasting and I was surrounded by really creative people, journalists and producers. And in my early days, and my first exposure to designers was, building out website productions and audio productions with radio content.

And, we're talking way back when, and, it was such a great learning environment because, digital and online was really new. It was called new media then. And, we experimented a lot at that time. And, and. We didn't have any kind of specialism, so we did everything ourselves, coding HTML, experimenting with audio, designing your own graphics in the first versions of Adobe, and so in my very early days, when the first designers arrived on the scene, it was such a great experience.

upping of the standard and the quality of the first online productions. My first pivot was actually stepping into a leadership role and leading designers. And it was also the first time I was exposed to, uh, change and resistance to change because there was a lot of resistance to the technology that was just about to go and, disrupt a lot of industries, including broadcasting. and then the next pivot was when I moved from public service. To corporate environment.

and that's when my digital background really scaled. So I landed as a leader of a design operations team, UX and UI, and then spent the rest of my career, leading design teams, leading digital teams, launching websites, rolling out mobile apps, aligning new processes, rolling out agile and really, embedding and aligning new process and new ways of working. And in all of that, what I really loved was. Just being able to help other individuals be the best versions of themselves.

and so I later I, I upscaled to being a professional coach and mentor. and then the third transition, which goes back to what you were saying, was that I decided to take all of the digital transformation skill set, the change skill set, the design leadership and change management, and go freelance. And so now what I do is I help businesses through digital business change. transformation.

kevin_1_11-07-2024_100139

Great. You mentioned the sort of transformation work at Vodafone. Could you say a little bit more of the types of transformation projects you did at Vodafone and what you learned from those experiences?

katherine-f_1_11-07-2024_100139

so I think, so I've done various types of, transformation. I think, the very first experiences are really vertical, change or vertical reorganization of a team or more teams. I've been exposed to a lot of restructuring, embedding new ways of working, and aligning new processes. Um, I think another type of change is that of horizontal. back in the day, An example of that would be business support systems, huge numbers of systems um, had become obsolete and were replaced by, one system.

I think another example of that is rolling out agile, globally across, In a number of markets and actually working with designers at the time to set up a center of excellence for design, and working substantially and with the markets. Um, and then I think a third. third type of change is just a function only. So more recently, helping roll out a collaboration tool or in the design case, rolling out a design system would be a good example of that.

Change management

kevin_1_11-07-2024_100139

Excellent, excellent. So I think lots of people have heard the term change management, and maybe not everybody has got a particularly solid understanding of what that actually means in practice. so could we just start with your outline of what you actually mean by change management?

katherine-f_1_11-07-2024_100139

It's interesting because I think, if you'd asked me back in the day, my career, um, We never had change leads in any of the sort of big transformation work that we've done. so I, I think it's a really new phenomenon to have this kind of skill set, but In its essence, it's really about helping individuals, teams and organizations move from a current state to a future state.

And the parallel with design is, like design thinking and the double diamond is very much about looking at the as is journey. And then the to be journey.

And with that background in mind, when I moved into the space of change management, there's a lot of parallels and In its core, I think it's about minimizing the resistance to change, helping individuals through that, tying what they're doing to organizational objectives and just being really transparent and, you know, about the communication about why you're doing it and what's the benefit to you as an individual and those to the organization.

kevin_1_11-07-2024_100139

but I think some people will have, gone through, rolling out a new design system or. Rolling out Agile or something, but, and change management wasn't mentioned. And maybe the people leading it didn't even think of it as change management. So what's the difference between just designers getting on and rolling out something like that and a change management project.

katherine-f_1_11-07-2024_100139

I think it's a more structured approach now. So it's, it's much more a systematic approach. It's planned, it's managed, and then it's sustained. and I think in all of that, you've got to measure the success. So you almost measure the health of that change as you move through it. So I think traditionally, we're very functional about a program of work that as part of a transformation. So you're looking at things like, the deliverables and the scope whether it's within budget and timeline.

So it's very functional and transactional. I think where change has come in is really about the people. And I think there are two statistics to share here. The first, I think, is there is evidence. that you're seven times more likely to meet a business objective with a structured approach to change. I think that's the first one. And an often cited statistic is, the 70 percent failure rate of digital transformations that I think McKinsey has, researched back in the day.

where there's many reasons why they fail. But three of the reasons that they fail is lack of employee engagement. It's lack of sponsorship at the top to manage that change and walk the talk throughout because change is hard. And the third one is, people managers and directors need help and support to manage change effectively because suddenly they have, different roles, they have to manage resistance within their teams. They have to be coaches.

So it's not only about delivering to, financial results or the commercial results. And I think that's the fundamental difference that it was more transactional then. And now there's a real need to focus on the human, on the people, the human

kevin_1_11-07-2024_100139

So would you, would it be fair to say that it's a more holistic and systematic approach to change, and less narrowly functional?

katherine-f_1_11-07-2024_100139

Definitely. I think it, I think that's it in a nutshell. And also measuring it. as you move along in the change process. and what I mean by that is tapping in, and I think this is key also with designers, tapping into the user experience, for want of a better word. how are people feeling about the change? Because you may, you may start the change with a lot of, uh, motivation and energy and, but change is hard and it's, it, you're in it for the long game.

So often, real good change takes at least a year, maybe one and a half years before you really start to see the impact. And you've got to manage people through that. and very often, so I will show them the Kubler Ross change curve, uh, to illustrate the grief process. And when individuals go through change, they actually have to let go first. You there's a lot of pain, frustration and anger. And we need to understand, what's in it for us?

Why is my role, or my purpose or my skill going to be better after I've gone through that change curve? And it's okay. And I think that's a really important message up front when, helping people through change. And I think one of the key things is really tying the purpose of the change to the individual.

kevin_1_11-07-2024_100139

Yeah.

Why is change so hard

let's talk about that. Why it's so hard then. you can imagine some design leaders that, they've spent quite a long time, figuring out which, Which system to roll out or whatever. And it's clearly better than this old creaking system that they had before. they're quite excited about it. They've got the budget, and they want to make it happen as quickly as possible. why doesn't everyone get on board? what are the typical kind of barriers?

to change that, I might be below the surface and less, less easy to spot. So

katherine-f_1_11-07-2024_100139

So when there's a change to you, and whether it's personal, it's psychological, and it's an emotional level. So people may not even be conscious about what it is that's affecting them. But very often it will be. Loss of security, loss of control, uh, and anxiety about will I be able to, do this. new process? Will I be able to have the skill sets to do it? Um, the, does it complicate my work? Will I lose autonomy over what I'm doing?

So there's such a plethora of very emotional, psychological reasons why people are resistant to change. and I think leaning into that is, is really key. And I think that's where designers are are people who really ask open questions and they will probe to really understand, the needs, the wants, the pain points. And that's the same in change. It's basically the same. It's, it's the human centered approach, to making something better.

But it, you have to start first with, okay, what are you taking away from me? And what am I getting in return? And how is that going to impact me personally?

kevin_1_11-07-2024_100139

it's redirecting the empathy approach from external consumers and users to internal colleagues,

katherine-f_1_11-07-2024_100139

Absolutely. Absolutely. It's empathy, it's active listening, um, it's asking open questions, and really getting to the root cause analysis, but it's really what is driving that resistance? And very often you'll find, it's, it's, when I lose my job, very, what we're seeing now with AI is an example, that's the first thing that people are bringing up is it's going to replace me. What's my purpose after, if AI does my job.

kevin_1_11-07-2024_100139

And I'm guessing like people might not be completely upfront about some of these barriers. so have you got any, any tips on how to get to those and uncover stuff that quite personal, prodding at insecurities or whatever, might be at the, at those root causes. People might not want to be completely transparent, other sort of indirect ways of surfacing those kinds of barriers.

katherine-f_1_11-07-2024_100139

So interestingly, I think, so two things I would say there, I've been in situations where, a program of work has got off, a year ago. it's all very transactional. suddenly it hit a blocker. And I think from a change perspective, I would always go back almost to the beginning of the process as in the planning stage and the discovery.

And what I mean by that is, having an anonymous survey where you ask people questions that they can fill in anonymously, both, on a sort of four point scale or an open question, that's one. Follow it up with one to one interviews and select people to really have deep conversations that follow up on those surveys.

and then with all of that, and this is something I've learned also in team coaching, is You keep everything anonymous, but you play back the reflections and you bring people together to actually talk through the resistance and the barrier points and clarify and co create the solutions. But going back first to the root cause, it's having everyone understanding how people are feeling, but keeping it anonymous, but reflecting it back.

You but actually bringing people together and work shopping and, having post its and journeys up on the board and asking questions, all of those techniques you can use today to uncover exactly what's going on in a group. in a group of people or a team and you'll be surprised once you get people together and they feel like it's a safe space, a place where they, they are, it's trusted.

Identifying a change project

kevin_1_11-07-2024_100139

Now, I guess to a certain extent, any project, any big project or sizable project has got some change involved in it, but the more intentional change projects that I've been involved in is when I've been involved in say, coming up with a new vision or a new set of principles or what have you, and I've pointed out to the leaders that I'm working with is that just. Sharing these, this vision or sharing these principles is unlikely to affect the change that you want.

that there's a wide, there's a softer element to getting, people to do things differently. And, and then we've stepped back and go, how are we going to introduce this and how are we going to track, to what extent it's getting, real traction. I'm guessing the work that you do now as a consultant is that, projects have already been identified as well. This is a change management challenge, but we need to get some support on this.

are there some signs, if you like, that, that sort of flag up that, a change management, approach is needed?

katherine-f_1_11-07-2024_100139

So very often it's resistance to change, the resistance to, it just comes to a grinding halt. So it's the adoption, the engagement and the usage, a team is not motivated. So it's very much the emotional, I would say, the human elements that suddenly somebody thinks, oh, this is not going in the right direction. most recently being brought in, to a project where the actual platform re platforming started a year ago.

and I think from a structured change approach, you actually start at the beginning. you go back to, doing more of an audit and a gap analysis and interviewing people and understanding, doing the health check, where are they? and there's, there are structured surveys that sort of determine, um, in what areas is it the strategy that they don't understand, the vision, Do they understand the purpose of the change? Do you really have to take stock, take a step back and go back to the beginning?

And then go through that structured process again. and change, a change lead can be one person. So I've been in situations where I am the change lead and working with an organization to help them. by taking that more structured approach, and I've also been part of a, almost a squad where we had different roles, and together, like this three or four of us, one will look at the processes. One will look at the training and the communication.

One will look at sort of the business readiness and focus on the stakeholder group and the actual engagement and adoption of the people. But it really starts with tapping into. Okay, do they understand the vision and the strategy? Do they understand the benefits of the change? Do we understand what the objectives are of this change? What are the benefits of to the organization? And how do you tie the impact on each of these teams?

whether it's finance, HR, the commercials, the retailers, whether they understand how the impact on their department or their division is directly tied to an organizational benefit or the program's objectives. and so we really go back to the basics and take that structured approach before moving on.

So I think that was a long winded way of saying, If something gets stuck, if a change program or a program of transformation gets stuck, I think from a change lead perspective, I'd always go back to the beginning and check in with the people, and why and what is the resistance? Where's that coming from? Um, and that's really root cause analysis. So you have to go back and I think the other key thing about change is keeping tabs on that. throughout the program.

if you work with key sponsors and you've asked them to come in and to mobilize and motivate the teams, to explain the strategy, why we are doing it, why the organization needs to move in this direction, that message needs to get out. continue to be repeated throughout the change because every single change transformation I've been through, there is a point in the middle where everybody just gets so tired and exhausted.

and I think as a change lead, it's really key to help people through that exhaustion. And, keep the faith and to keep going.

kevin_1_11-07-2024_100139

I totally get why, if you'd want to make it, maybe take a step back and take a different approach when you hit resistance to change, but presumably it's better to anticipate when you're going to get that resistance and take a more systematic approach and set things up better before running into some barriers and reversing a little bit and taking, This more intentional approach then, so surely it's better to anticipate it, is it not?

katherine-f_1_11-07-2024_100139

Oh, yes, definitely. and I think if you're going in for a change program of work, it starts with, okay, what are your goals what are the outcomes? What does success look like after you've achieved the change in transformation? What is the strategy and really the vision of the strategy, the goals, the outcomes and getting people to really understand that. I think that structured approach up front is really key. And you can then, you you can start involving people.

So involving others very early on, um, creating, you know, I've had transformations where we've created, change champions. Thanks. Um, so individuals in different teams that represent the rest of the team almost, and they become your champion of change or your change agent. I think in, there are situations where they, it calls for a coalition of peers. So one of the things I'm really passionate about is what I call, Horizontal alignment.

leaders who actually build the relationships with their peers across an organization because you're not in it alone. And I think if you create that sort of peer, uh, alignment, that horizontal alignment, then the change will be much easier and smoother to affect across the organization.

kevin_1_11-07-2024_100139

Yeah.

Types of change

let's on that, let's unpack those three types of change you, you mentioned earlier on in the conversation. I think you talked about vertical, horizontal and function only, if you like. So let's unpack one of those one by one. So by vertical, do you mean that there's a, an initiative or strategy coming board level, it might be an efficiency driver, whatever it is, and every function in the organization has got to execute their part of it. Is that essentially what you mean by a vertical change?

katherine-f_1_11-07-2024_100139

yes, and it could also be only one part of the organization, so both could be true. so I've had, you a central part of the organization needs to do a restructure after a cost cutting exercise, but it still needs to service other parts of the organization, but to do that more effectively and more efficiently, they needed to restructure and reorganize. For me, that's a very vertical sort of, reorganization or change.

kevin_1_11-07-2024_100139

what are the key kind of characteristics of that type of project, that kind of change? How do you treat that differently from say other change projects?

katherine-f_1_11-07-2024_100139

I think in a restructure, it's very much after you've gone through in, in the UK, you may have a lot of sort of and union, uh, consultation. I think with a restructure, what I've found is that people can come out of it feeling quite bruised and, they've lost a number of colleagues, and they're suddenly confronted with a structure. which they haven't been part of. So they haven't been part of the design, they haven't actually adopted the, that really understood the role.

So they may step into these roles, because that's the way the structure has been decided, and then have to evolve and adopt and accept that they have a new, a new role in a new part of the organization. So that, I think that's one example. Um, you almost have to do the change in the reverse because then, uh, you almost have to help them understand what their new role is and how it will benefit, how they will benefit from it individually and how it's tied into the organization and the strategy.

And I think intellectually people understand why a change is needed. But that's still maybe a gap in how they're actually feeling about it, individually. and I've had experiences where I think the first two or three months is quite tense as people try and adopt and work in their new role. And not quite understanding exactly what's expected from them and then having to work with other colleagues that they do know, but they've also got a different role.

So I think in that sense, again, going back to the structured approach, the approach is the same. So you still go through a planning stage. And managing in a sustained stage, but you spend, I spent a lot of time bringing people together and really understanding the root cause of their emotion and then helping them to understand their races, their roles and responsibilities.

Understanding how that role will deliver to the strategy, almost setting up a team charter together, the rules of engagement, but all co created. So really working with the teams to co create rules of engagement, clarifying roles and responsibilities and basically setting up this new purpose and vision. So that's, I think, vertical, that would answer that question.

kevin_1_11-07-2024_100139

And then let's go to horizontal then. And you talked about, was it horizontal alignments? can you give us an, maybe an example or two of those types of chain projects and how you approach those?

katherine-f_1_11-07-2024_100139

Yeah, so the horizontal, those can be quite big organizational transformation. a couple of examples there are the sort of replacing business support systems across an organization. for instance, recently having a finance organization replace, their finance platform, which basically hits nearly every single department. Um, That is a really big horizontal transformation. And I think what's really key there was horizontal alignment and the stakeholder engagement.

So Creating a, a senior state, bringing senior stakeholders together because it's very often they will need to be equipped to be able to support their teams, and creating that horizontal alignment and coalition of peers to help drive the change. The same things are true. you still got to understand the strategy and the vision. And why we're doing it, but then creating that peer coalition horizontally. because each of their teams will be impacted and maybe in varying ways.

and the sheer scale of a BSS transformation, or even rolling out Agile, Agile, the Agile rollout, also globally at the time, hit every market and every, uh, function operationally. And you almost have to create smaller coalitions within market or within global to help that process and each market or each division may do it slightly differently. And I think that's the other thing, is allowing people to experiment, that's a nice, thing about design, so experimentation is really key.

And if it's safe to try, just go ahead and try it, and then iterate and change the process.

kevin_1_11-07-2024_100139

And that example. So would you, would you advise doing a few sort of pilot tests with a few maybe more enthusiastic parts of the organization test there and then use those two as kind of demonstration for the rest of the organization. So you've learned through the process of doing it, but you've also gotten something to point at, for phase two and three sort of thing.

katherine-f_1_11-07-2024_100139

Yes, I think, I think prototyping as a key skill set of designers, is also very true for organizational change or re platforming. So starting small, uh, almost doing your MVP. and, empowering the teams to just experiment as much as possible, iterate and then go again.

and, I've seen that work really well in, in organizations more recently, where we've done, new ways of working, we've aligned new processes, a really key one in Agile is retrospectives, introducing retrospectives, and then just iterating. doing those on a frequent basis to actually look at your way of working and improve your way of working as a team, as individuals and across the teams. Yeah, I'm a big proponent of starting things small, experimenting and then scaling up across an organization.

kevin_1_11-07-2024_100139

Great. And I think you mentioned sort of function only or what, one department or one team. So I think you use the example of a rolling out a new design system within a design function. Is there anything distinctive about those or it's just a little bit, smaller and more containable?

katherine-f_1_11-07-2024_100139

I think that last one is very true. The latter is very true. It is containable. I think what was interesting about rolling out a new design system is, And I think that's true of all change, is to communicate more about what is going on and why you're doing it. I think people are interested, but they don't always understand. And I think the design system, it's very, you you ask a designer and they know exactly what it is.

But trying to explain to somebody in HR or, maybe even in the sales part of the organization, exactly what the design system will bring and how it will benefit is it. is quite, is more of a difficult one. but again, going back to your question, yes, functional change contained, within a function of designers is much easier because they understand it, they get it, they understand why they're doing it.

Change leaders

kevin_1_11-07-2024_100139

Great. Now I just got, want to. Go back to, leadership in change. So I think you said sometimes you're the main leader of a change project. I've also heard of this kind of concept of kind of a, multiple change agents and almost like a volunteer army of change agents who are bought into the vision and enthusiastic are starting to model that change within the organization. and they aren't necessarily, got authority, that, in, in the hierarchy that they're not necessarily.

at the top of any function, but they're being encouraged to lead change. Could you just talk a little bit about, how change is led and to what extent it needs formal authority to do that and to what extent it can be done, through influence rather than authority.

katherine-f_1_11-07-2024_100139

I would say that it is actually a lot more about influence than authority. you bring in, so usually there'll be a change or transformation program, with quite a number of people involved. There may be, roles, that offer change lead, which looks at the overall change process and manages that and, are we, are we following the structured approach.

But I think what's true of any change is creating, you call it volunteers, for me, it's change champions, which are almost these, talents within a team that suddenly emerge as, real champions of the change motivated, highly energized and creating, again, bringing them together. as your volunteer army, so to speak, or your champions of change. And working with them, I think, has been really powerful in all the work I've done.

So in nearly every organization I've been in, There's there have been people without the formal authority, but they've had great influence on their own team members to influence, either the rollout of a new platform, a new way of working. they've understood what the benefits are, and they really help, um, to. Motivate and engage. And the also of the people who actually flag, what's going on and where the resistance and barrier points are.

And, um, so it's almost the eyes and ears on the ground, so to speak. and what I've really liked is that some of these have emerged as amazing talents in their own rights. And, if you follow them after a couple of years, you'll just, they'll suddenly emerge as, a leader somewhere leading another team themselves. And you could already see that talent back in the day when they were doing the change sort of champion work.

kevin_1_11-07-2024_100139

Yeah, I'll come back to that, that one in a second. But the, just going back to these change champions, any more to say on how they are identified, recruited, mobilized, organized, rewarded, even, how does this happen?

katherine-f_1_11-07-2024_100139

so in my experience, it's usually the leaders of these, the formal line managers. will know who the talents are in their team. They will already have pinpointed, who are the motivators and the energizer. So that's always a really good source. who is, who are the change champions in your team? another way, sometimes they will put their hand up. So you could just ask, asking is also a great way of getting people to put their hand up and say, yeah, I'm interested.

it's often people with a growth mindset who really want to learn something or develop the skills or, Yeah, so that's how I probably go and source them they're in every, they're in every organization.

kevin_1_11-07-2024_100139

And you're looking for almost representatives, at least one champion from key parts of the organization. So you've got someone embedded, if you like, in all the key teams.

katherine-f_1_11-07-2024_100139

Yeah, absolutely. And it could be one or two, and I think a key one is also not being afraid, I say that between quotes, of having skeptics, so the more criticizers, as a change champion.

Because you don't, again, going to, to this unconscious bias, you don't want, the, only the promoters, in a sense, you want the promoters, but it's also really good to understand, not so much the detractors, but the neutrals, who are willing to, okay, I'm not fully committed, but, I'll get on board and I'll help, because they, too, have such insight into, again, the resistance within the team and what's really going on under the surface.

kevin_1_11-07-2024_100139

Yeah. and they could also have a lot of influence and credibility within their teams as well. Yeah.

katherine-f_1_11-07-2024_100139

Absolutely. Absolutely.

Juggling change with day-to-day operations

kevin_1_11-07-2024_100139

Now just related to that, just very practically, you've got, all these people with a very busy day job. Running day to day operations. how do you juggle? introducing a transition that introduces things change while not disrupting day to day operations. How do you structure things? How do you manage that?

katherine-f_1_11-07-2024_100139

That's a really tough one because most transformation is usually done whilst flying the plane. I think you've heard that a lot before. so it's really about prioritization, effective prioritization, and it's not, I think what's really interesting about change. People have, Difficulty in deciding what not to do is an interesting one in change. So if you're implementing a change in a transition, take stock and decide what you're not going to do and make change a priority.

And that means, or part of your priorities, not the priority, because obviously you've still got to meet your sales targets. but I don't think you can just say, If you want to get everybody involved, then it has to be part of the top three priorities of a week, a certain amount of time spent on, reworking a process or, um, going to do a training or a skill set, upskilling. Whatever it is. So I think that needs to be factored in. does that answer your question?

kevin_1_11-07-2024_100139

do you negotiate a certain amount of time with line managers to, to free up people for change project? in a way that is. Reduces kind of disruption as much as possible. Is that one of the things that you do?

katherine-f_1_11-07-2024_100139

yes, you can definitely up front if so I'll give you an example. If you need a certain number of, you need to upskill a certain number of people and they need to take part in the training. And that training is scheduled, in two months. That's one that you can really plan for. So I guess going back to the planning. You need to plan your resources and your resource pattern, uh, and how it's going to affect, you know, they're there every day.

So as an example, more recently in the finance transformation, we needed, we had subject matter experts, but the volume of what they needed to do for the change would grow over time. And therefore you can plan for that. Also, when they had to step away and do sort of month end, financial planning and therefore weren't available for the change. And that goes back to the structured approach.

So all of that can be factored in if you're working very closely with the project manager, for user experience testing and training, all of that can be planned. Um, so that, I think that's another way of looking at it.

kevin_1_11-07-2024_100139

Yeah, definitely. Now you've mentioned quite a few things about, what it was from your design

New skills

leadership background that helped with moving into change the, action. Asking open questions, the empathy, the journey mapping, the experimentation. There's a lot, obviously lots and lots of parallels and, approaches that you could, repurpose if you like. but what new? skills that you need to add to your toolbox to, to be really effective as a change manager.

katherine-f_1_11-07-2024_100139

I think beginning a bit more versed in, change model. So really understanding the theory behind what I was doing, I think, more intuitively. there are lots of change models out there. I think one of the, the two, one of them, you'll know, like the cotton model, the eight step process. and then there's the Procyte ADCA model, which is a quite globally well known.

when I did that sort of, the theory and the certification, really understanding how that would help me with all the digital transformation that I was doing. and then with hindsight, looking back and thinking, ah, if I'd known this, then I probably would have done a number of things slightly differently.

I think that's definitely upskilling, and what I'm now doing at the moment is team coaching, instead of, upskilling my team coaching skill set, because I think that is also going to be really useful in this transformation space. Um, so I think those would be the two things.

kevin_1_11-07-2024_100139

So can you say more about the, obviously the, buffing up on the, the theory makes a ton of sense, but when you say team coaching, how is that different from how you coach your team, as a design leader at Vodafone?

katherine-f_1_11-07-2024_100139

So the things that I've learned with, that I'm learning with team coaching is again, more of a structured approach and framework around how you take your team, or how you work with teams. And I think with hindsight, I think a lot of leaders feel like they are responsible for the change and the transformation in their team, and they will go great lengths to pave the way. And, yeah, almost like a parent child with, saying how the change should be run or what we're expected to see.

And I think what I've learned with the team coaching is that actually it's much more about creating a really clear mandate, the commissioning up front. Okay. So what are the goals? what are the outcomes? What will be different? after we've succeeded with the goals.

And then clarifying with the team, actually getting the team to understand the roles, responsibilities, what's their purpose, shape that purpose, co create that purpose, and then co create the ways of working, the new, how they're going, basically they become almost the coalition that drives the change.

And so the team coach role is there is a support and a guide to constructively challenge like with any coaching and to mirror back what you're hearing, but the team itself with the leader becomes, is responsible to drive that change through together. And I think that is a really key one that, that's different than say,

Knowing what you know now...

kevin_1_11-07-2024_100139

Yeah, yeah, I think you might have, maybe partly, answered my final question really, but, I guess my ultimate question is that you've, if you knew what, you know, now, when you were in your previous role as a design leader, how would you have approached things differently?

katherine-f_1_11-07-2024_100139

So I would ask more rather than tell. So going back to, asking a lot of open questions and, really probing. So what's the question behind the question? I would build, the horizontal alignment. I would strengthen the horizontal alignments with my peers. I think that's an end be much more open about communicating the change that's going on in a team and across so that, just having that transparency of communication up and down and across the organization.

Um, cause I think people are interested to know what's going on, even if they don't have, it's not relevant for them at a particular point. Um, and I think even more so than I've been doing is experimentation. I just love the concept of getting teams together to co create an experiment. And I think this is where, the design, my designs to leadership, the value of how designers and agile practitioners really empower, teams and different disciplines to come together.

Yeah. And to co create and shape and experiment and then, iterate. And just keep learning that so that continuous learning and continuous improvement. I think that's certainly one that I wish I had known more about more intentionally. So many years ago.

kevin_1_11-07-2024_100139

And did you, maybe you did this at the time, but, I'm guessing when you've got that more intentional approach to change, you probably, you're more aware of the sort of change champions or the potential change champions in your team as well. Would that be fair? Yeah.

katherine-f_1_11-07-2024_100139

Oh yes, I definitely think so. Because with hindsight, you know the people that I've You know, being honored to work with and, have some sort of influence on, they've gone on to do just amazing things. Uh, and it was already, it emerged already back then. Definitely. It's, and I think to be honest, it would change. It's really human. the human centered approach about design, I think also is very true of change. It's the human, what's the human element?

And we all, the magic happens because we all want to have significance, in the contribution that we make to making things better.

kevin_1_11-07-2024_100139

the, just from my reflections of the, The projects that I've been involved in that in this area is that the people who do step up and show enthusiasm and put their hand up, they are doing it on top of their day job. and when you speak to them afterwards, they, it was extra, that they weren't getting formally rewarded for it. but they got to learn quicker. They got more visibility in the company. they got to often work and collaborate with more senior people in different departments.

And, They often tend to accelerate their career as a result, so I think it's there's some enlightened self interest, in there as well, I think, as well.

katherine-f_1_11-07-2024_100139

Yeah. Absolutely. Couldn't agree more with that.

kevin_1_11-07-2024_100139

indeed. that's fascinating, Catherine. and I think hopefully, the audience will see a lot of parallels in there, in that they're probably doing a lot of this intuitively. but there's, I think there's a lot of merit in taking that more systematic and intentional approach to change as well. So thank you very much.

katherine-f_1_11-07-2024_100139

Yeah. Thank you. It's been really nice.

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