Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William...

26
Day 2: Managing Transitions Dorie Ellzey Blesoff Consultant / Coach/ Facilitator [email protected] 708-660-1280 © 2012 Dorie Ellzey Blesoff All rights reserved 1

Transcript of Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William...

Page 1: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Day 2: Managing Transitions

Dorie Ellzey BlesoffConsultant / Coach/ Facilitator

[email protected] 708-660-1280

© 2012 Dorie Ellzey Blesoff All rights reserved 1

Page 2: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

A change will be sustainable if:

Condition 2. It involves a critical mass of members and

stakeholders of the organization in a meaningful way that allows them to develop

their commitment.

Tool #2: Managing Transitions

2© 2012 Dorie Ellzey Blesoff All rights reserved

Page 3: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

–Source: Peter Senge The Fifth Discipline

Apathy

Non-Compliance

Grudging Compliance

Formal Compliance

Genuine Compliance

Enrollment

Commitment

LEVELS OF COMMITMENT

© 2012 Dorie Ellzey Blesoff All rights reserved 3

Page 4: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Managing Transitionsby William Bridges

Change is situational--e.g., new process, new policies, new boss, new job, new system

Transition is the psychological process people go through to come to terms with the new situation

Change is external, transition is internal

Based on William Bridges’ book, Managing Transitions,

New York: Perseus, 1991.

4© 2012 Dorie Ellzey Blesoff All rights reserved

Page 5: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Change vs. Transition Management

Change Managementstarts with the outcome--where we want to be

People Transition Managementstarts with wherever people are

5© 2012 Dorie Ellzey Blesoff All rights reserved

Page 6: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Key Points Unless people reorient themselves

psychologically (i.e. transition) to the new situation, change will be less sustainable

For this reason, people transition management must occur along with change management of the new systems/processes

People will differ in terms of how fast (or slowly) they go through the transition, but everyone does go through it

6© 2012 Dorie Ellzey Blesoff All rights reserved

Page 7: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

William BridgesPeople Transition Model

Endings--letting go of where we are now

Neutral zone--the in-between zone

New Beginnings--new rules and new identity

7© 2012 Dorie Ellzey Blesoff All rights reserved

Page 8: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

A closer look at...

Endings Major issue is LOSS of attachment, of influence, of

structure, of security, of meaning, of relationships, of direction… which requires LETTING GO

A variety of emotions: often shock, then denial, then anger, bargaining, sadness…

“WHY” questions: Why us? Why me? Why now? What did we do wrong? Why weren’t we told sooner? Is there a hidden agenda?

“Am I in or out?”

8© 2012 Dorie Ellzey Blesoff All rights reserved

Page 9: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Endings

© 2012 Dorie Ellzey Blesoff All rights reservedwww.thecontrarianinvestor.net/ wordpress/?p=14 9

Page 10: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

10http://debsgardens.files.wordpress.com/2008/04/transplanting-sedum.jpg

© 2012 Dorie Ellzey Blesoff All rights reserved

Page 11: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

What Leaders Can DoEndings (see checklist in Managing Transitions p 37-38)

Acknowledge losses simply and openly

Honor the past -- mark the endings and allow people to “take a piece of the old with them.”

Sell the problem first (vs. solution)

Expect a variety of reactions and emotions and acknowledge them all as valid

Give people instruction--repeat yourself

11© 2012 Dorie Ellzey Blesoff All rights reserved

Page 12: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Learning TeamsThink of your situation (participant materials pg 11)

Who is losing what?

What leadership actions could you take? Acknowledge Something meaningful from the past

© 2012 Dorie Ellzey Blesoff All rights reserved 12

Page 13: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

www.gettyimages.com/ detail/885340-001/Stone

Neutral Zone

© 2012 Dorie Ellzey Blesoff All rights reserved 13

Page 14: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

A closer look at the...

Neutral Zone People feel disoriented - in “limbo”, “between”

Unclarity and anxiety over the future--what is going to happen?

Less productivity, less motivation, more sick days

Rumors abound – people search for facts; answers are vague and unsatisfying to them

Recreational complaining

Innovation potential (no new rules yet)

Experimentation and breakthrough possibilities14© 2012 Dorie Ellzey Blesoff All rights reserved

Page 15: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

15

http://www.bigtreetransplanting.net/images/FH000002.JPG

© 2012 Dorie Ellzey Blesoff All rights reserved

Page 16: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

What Leaders Can DoNeutral Zone (see checklist in Managing Transitions p 54-56)

Explain what the neutral zone is and validate people’s feelings as normal

Strengthen intragroup support and 2-way communication; set up transition monitoring team to keep feedback flowing upward

Admit that you don’t have the answers, but be optimistic and share information often

Involve employees in temporary structures and in creating the design of “the new”

Focus on what you can control and things you can do; be proactive

Consider this an opportunity to innovate16© 2012 Dorie Ellzey Blesoff All rights reserved

Page 17: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Learning TeamsThink of your situation

Are you, or others, in the Neutral Zone?

What leadership actions could you take? Is there a sense of belonging to a group? Is there a chance to try something new?

© 2012 Dorie Ellzey Blesoff All rights reserved 17

Page 18: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

A closer look at...

New Beginnings Comfort, increasing acceptance and commitment to new

vision; positive mood.

New focus on task; improved productivity

Increased clarity but continued concern about being successful in new environment or new role

How do I fit in? What do I have to do?

18© 2012 Dorie Ellzey Blesoff All rights reserved

Page 19: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

New Beginnings

© 2012 Dorie Ellzey Blesoff All rights reservedhttp://photodoto.com/capturing-motion-with-panning/ 19

Page 20: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

20http://www.veggiegardeningtips.com/wp-content/uploads/2008/04/kohl-rabi-transplant.jpg

© 2012 Dorie Ellzey Blesoff All rights reserved

Page 21: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

What Leaders Can DoNew Beginnings (See checklist in Managing Transitions p 73-74)

To make a new beginning, people need consistency, and the

4 P’s:◦ Purpose: help people understand the purpose behind

the changes

◦ Picture: help people imagine the future and how it will feel to be in it

◦ Plan: outline the steps and schedule in which people will receive information, training and support

◦ A Part to play: help people understand the role and relationship to others in the new scheme

21© 2012 Dorie Ellzey Blesoff All rights reserved

Page 22: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Learning TeamsThink of your situation

Is there an opportunity to use the 4 P’s?

Purpose

Picture

Plan

Part to play

© 2012 Dorie Ellzey Blesoff All rights reserved 22

Page 23: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

In summary...

Two Major Tasks of a Leader Ensure the development of clear goals and

an effective implementation plan (change management)

Ensure that employees transition psychologically from where they were to the new beginning (transition management)

Both tasks are critical for successful change.

23© 2012 Dorie Ellzey Blesoff All rights reserved

Page 24: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Questions/Comments?

Page 25: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

A change will be sustainable if:

Condition 3. It is accepted into the culture and becomes part of the routines and practices on a daily basis and the organization grows in its capability to change.

TOOL #3: RESILIENCE AT WORK

Page 26: Day 2: Managing Transitions - SGIM Library/SGIM/Resource... · Managing Transitions by William Bridges Change is situational--e.g., new process, new policies, new boss, new job, new

Homework Read and complete the Resilience at Work

Questionnaire included in your participant materials.Answer questions on page 3 and score them on page 4 using the numbers from page 3.

Complete the Reflection and Action Plan on page 8. Refer to exercises on page 9 for ideas.

Optional copy into page 12 of your participant materials

© 2012 Dorie Ellzey Blesoff All rights reserved 26