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Dr. Morphis Tsalikidis, PhD

Owner / CEO at Morphis Consulting

Ljubljana, Slovenia

Internationally experienced Business Transformation and Operational Excellence Executive with engagements in Latin America, Europe, Middle East and Africa. Areas of expertise involve Operational Excellence, Lean Six Sigma, Lean Management, Change Management, Company Project Portfolio, and Hoshin Kanri. Significant experience in Operational Excellence program design and deployment, offering training and coaching to all levels of the organization.

Examples of previous deliverables include:
- Turnaround of P&C insurance (Portugal): over €14m improvement in earnings (in 12 months) via operational restructuring, customer and distributor base revision and product pricing reviews.
- Lean Management deployment (Mexico, Spain, Italy): over €19m efficiency improvement; 90% positive Employee perception for the program; +20pts improvement in Employee Engagement KPIs.
- Design and deliver Operational Excellence training at Black Belt and Green Belt levels, as well as for Process Owners. Mentor Operational Excellence Leaders and Project Champions.
- Co-deployment of Hoshin Kanri for a multinational organization in Spain, Italy and Georgia.
- Create high performing inhouse OpEx functions focusing on technical knowledge, as well as leadership behaviours and team dynamics.

Successfully completed PhD in Management Science with the research focusing on the effects of Lean Six Sigma deployment on Organizational Learning and Knowledge Creation.

Available For: Consulting, Influencing, Speaking
Travels From: Slovenia, Ljubliana
Speaking Topics: Operational Excellence, Change management, Cultural Transformation

Speaking Fee $5,000 (In-Person), $3,000 (Virtual)

Dr. Morphis Tsalikidis, PhD Points
Academic 5
Author 12
Influencer 138
Speaker 58
Entrepreneur 20
Total 233

Points based upon Thinkers360 patent-pending algorithm.

Thought Leader Profile

Portfolio Mix

Featured Videos

The 9 Cardinal Sins when deploying Operational Excellence programs (Greek version)
September 01, 2024

Featured Topics

Company Information

Company Type: Service Provider
Minimum Project Size: $10,000+
Average Hourly Rate: $300+
Number of Employees: 1-10
Company Founded Date: 2018

Areas of Expertise

Agile
Change Management 32.11
Coaching 30.25
Culture 30.31
Customer Experience
Design
Design Thinking 30.78
Leadership 30.83
Lean Startup 30.21
Management 34.24
Project Management
Supply Chain 30.10
Sustainability 30.48

Industry Experience

Automotive
Healthcare
Insurance

Publications

5 Article/Blogs
Empathy in the Workplace
LinkedIn
September 05, 2024
Empathy fosters strong relationships and effective communication in the workplace. It’s crucial for building trust, enhancing collaboration, and addressing resistance to change. Empathetic leaders create inclusive cultures, improving team dynamics and overall performance. Read about empathy in our last article.

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Tags: Coaching, Leadership, Management

Emotional Intelligence in the Workplace
LinkedIn
September 02, 2024
Emotional Intelligence (EI) is vital for effective leadership and teamwork. High EI helps individuals manage emotions, build strong relationships, and make better decisions. Developing EI improves communication, conflict resolution, and overall team performance.

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Tags: Coaching, Leadership, Management

Managing Change Effectively: The Importance of Walking the Talk
Linkedln
March 14, 2024
Transitioning an organization to a new status quo is fraught with challenges - from overcoming resistance to securing the continuity in operations to ensuring the sustainability of the changes implemented. At the heart of these challenges lies the human aspect of change - altering long standing habits and perceptions, as well as the comfort of familiarity.

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Tags: Change Management, Leadership, Management

Walking the Talk When Leading Change
LinkedIn
March 14, 2024
Discover the critical role of leadership authenticity in our latest LinkedIn article, focusing on the imperative for leaders to "Walk the Talk" during organizational change. Unpacking the challenges of implementing new initiatives, the article highlights the transformative power of aligning leaders' actions with their words. It showcases how genuine leadership behaviour can overcome resistance and build trust, while providing actionable insights for supporting leaders in their commitment to drive change.

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Tags: Change Management, Lean Startup, Management

Managing Change Effectively: The Importance of Opinion Leaders
LinkedIn
March 10, 2024
In this article, we discuss pivotal role of opinion leaders in managing change within organizations. Starting with a clear definition of what constitutes an opinion leader, we outline their key traits and how to identify them effectively. We then offer strategies on how to engage and secure the support of these influential individuals, emphasizing the significance of their endorsement in facilitating smoother transitions. In addition, we discuss the challenge of dealing with opinion leaders who resist change, offering practical advice on navigating these situations to maintain momentum.

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Tags: Change Management, Leadership, Management

1 Conference Publication
The Application and Deployment of Six Sigma in a Service / Transactional Environment
European Institute for Advanced Studies in Management
March 16, 2009
Increased market competition due to globalization and customers’ demand for products and services of higher quality have made it critical for the businesses to continuously enhance the efficiency and effectiveness, not only of their internal operations, but of the whole value chain. No matter of the economic environment, companies always need to find new ways of differentiating themselves in the eyes of the customers, increase customer loyalty, attract new business and reduce their operating costs. As a result, quality management has more than ever before become a critical aspect of a business’ strategy and has gained increased attention as part of the Operations Management field.

The research undertaken examines the application and deployment of the Six Sigma methodology in a service context and aims to increase its chances of success. The selected topic is of high interest to both academics and professionals since: a) Six Sigma is now broadly considered as a significant evolvement in the field of quality management, bringing new strategic elements and characteristics compared to its predecessors (Schroeder et al, 2008; Snee, 2004) b) in general, service companies struggle in the application of quality methodologies, failing to capitalize on their strengths and recognize the savings and improvement opportunities experienced by manufacturing corporations (Yasin and Alavi, 2007) c) the ‘next best quality methodology’ is expected to build on the key elements, characteristics and principles of Six Sigma (Hoerl, 2004) d) little academic research has taken place to date, with only few empirical cases reported in the literature (Nonthaleerak and Hendry, 2006).

Research to date has focused on both the methodological and implementation aspects of the research topic. Main areas of interest include: the Six Sigma tools and techniques most often employed; the structure and type of training; the weaknesses of the Six Sigma approach and the combination with other methodologies; the Six Sigma critical success factors; the effect of company size; and the desired skills of the prospective Six Sigma individuals. For the above cases, the impact of the industry effect (service vs manufacturing) has been reviewed whenever feasible. The author is now exploring the literature on: the employment of Change Management models and tools while formulating and executing the Six Sigma strategy (Oakland and Tanner, 2007) and the impact of national and organizational culture on the Six Sigma deployment strategy (Schon, 2006). The research gaps identified until this point of the literature review are:

• Little empirical research has been conducted to date for most of the methodological and implementation aspects reviewed.
• Very few articles, even at descriptive level, combining Six Sigma deployment with Change Management models.
• Little empirical research on the impact of national and organizational culture.

Although the literature review is currently in progress, the author is expecting to have scoped his research by the time the seminar takes place and to have identified and formulated the research questions to focus upon. Thus, the timing of the seminar is placed ideally to enable him to initiate discussions with the sponsoring company to identify the business entities and individuals to participate in the research undertaken.

Prior research experience and the literature reviewed to date indicate as very likely methodologies to be employed: case study analysis, surveys and/or semi-structured interviews and action research. The author expects to employ a combination of research techniques to collect and analyze data, develop a conceptual model and test the validity of his findings and the proposals made. Participating in the seminar will enable him to better understand some of the techniques available and their respective strengths and weaknesses, as well as, their applicability to his research. In addition, the interaction with faculty members and other doctoral students will prove a rich source of ideas and better prepare him for the challenges ahead.

The author’s strong academic background, his keen interest in the research undertaken, the commitment of his sponsoring company to support the employment of the necessary research techniques and his participation in the Management Science department at Lancaster University make him a very strong candidate to attend your doctoral seminar on “Research Methodology in Operations Management” in Brussels in 2009. As his supervisor Professor Linda Hendry also suggests in her accompanying letter of recommendation, the seminar will provide him with the necessary knowledge and tools to continue and successfully complete his project.

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Tags: Leadership, Management

1 Founder
Morphis Consulting
Morphis Consulting
January 18, 2018
We partner with managers and employees to identify key blockers to value creation and co-design pragmatic and effective solutions. Our approach is hands-on and based on tested frameworks and practices, adapted to the needs of our client organization. Most importantly, we support our clients during the implementation of the selected actions to ensure the delivery and sustainability of expected results.

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Tags: Change Management, Management

3 Keynotes
The 7 Cardinal Sins when Deploying Operational Excellence Programs
3rd Annual Lean Manufacturing Conference
December 06, 2023
It is often said that 70% of Operational Excellence programs fail to deliver the expected results. Although, it is impossible to prove the above number, it is common knowledge between practitioners and academics that a large percentage of such programs perish a few years after their deployment. The presentation highlights the most critical mistakes (or else cardinal sins) that program leaders and organizations often make, when deploying OpEx programs. The discussion draws on the 20 years of practical experience

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Tags: Change Management, Leadership, Management

What companies can learn from briefing-debriefing sessions, as applied in the air force
International Lean Six Sigma Institute
March 15, 2023

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Tags: Culture, Leadership, Management

How OpEx programs can benefit from Design Thinking
International Lean Six Sigma Institute
January 16, 2020

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Tags: Design Thinking, Management

1 Panel
Sharing failed projects and why they did not turn out successful
Corporate Parity
April 18, 2018
A panel of senior Operational Excellence practitioners discussed the challenges faced and lessons learnt from projects that failed to meet their original goals. Underlying causes were identified and common patterns across case studies were highlighted. Actions to mitigate or eliminate the respective risks were suggested.

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Tags: Change Management, Leadership, Management

5 Speaking Engagements
The 7 Cardinal Sins twhen Deploying Operational Excellence Programs
HR&M
September 17, 2024
We identify and discuss the most common mistakes that organizations make when deploying Operational Excellence and Continuous Improvement programs. The presentation builds on 20+ years of practical experience in deploying such programs and projects in EMEA LATAM region, as well as 6 years of PhD research.

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Tags: Change Management, Leadership, Management

End-to-End Process Thinking: Secure Successful Transformation
5th Annual Global Process Improvement & operational Excellence Summit
March 27, 2019
key discussion points include:
- Align your people and optimise processes and technology
- identify the organizational changes needed to successfully transform
- Simplify processes to create a seamless customer journey

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Tags: Culture, Leadership, Management

Linking Design Thinking with Business Transformation and Operational Excellence
PEX - Process Excellence Europe
October 22, 2018
During the session we discuss:
- How do companies capture customers’ needs and requirements?
- How are customer insights integrated in Business Transformation and Operational Excellence programs?
- What is Design Thinking? How does it help uncover customer needs?
- How can Operational Excellence benefit from integrating Design Thinking?

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Tags: Change Management, Design Thinking, Management

Dealing with the challenges of large transformation programs
PEX - Process Excellence Europe
April 16, 2018
During the session we discussed the key challenges faced when executing large transformation programs and identified actions to mitigate main risks. These involved:
- Providing a clear vision and aligning all layers of the organization
- Empowering teams and delegating decision making to the front-line staff
- Ensuring the capacity and capability of the teams to deliver the projects
- Developing a comprehensive communication strategy
- Establishing robust governance and monitoring systems for results sustainability

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Tags: Change Management, Leadership, Management

Lessons Learnt: Lean Management Deployment in Europe and Latin America
PROQIS
March 12, 2018
The case study draws on the experience of deploying Lean Management in Spain, Italy, Portugal and Mexico, discussing how to:
• Engage senior stakeholders and maintain their commitment to the program
• Achieve autonomy in project execution through recruitment and training
• Retain Lean professionals establishing reward and recognition mechanisms
• Achieve lasting results leveraging management proximity and employee engagement

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Tags: Change Management, Leadership, Management

1 Video
Dr Morphis Tsalikidis - The Deployment and Evolution of Operational Excellence
Youtube
May 24, 2021

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Tags: Change Management, Management

4 Workshops
Operational Excellence - How to Effectively Change an Organization.
HR&M
September 17, 2024
A 4-hour workshop for participants to practice and enrich their change management skills.

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Tags: Change Management, Leadership, Management

Operational Excellence and Design Thinking
Corporate World Intelligence
June 06, 2024
The workshop started with a short introduction of Design Thinking and Hoshin Kanri.
A case study was then introduced to participants, who were split into 12 teams of 5 to 7 people.

A volunteer from each team was given a persona to study and prepare. The rest of the team interviewed their respective persona and developed the Value Proposition Canvas, the Empathy Map, as well as A Day in the Life. The team would then Frame the Problem and brainstorm potential solutions.

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Tags: Design Thinking, Supply Chain, Sustainability

Th 9 Cardinal Sins when Deploying Operational Excellence Programs
9th Global Process Improvement and OpEx Summit
March 13, 2024
It is often said that 70% of Operational Excellence programs fail to deliver the expected results. Although, it is impossible to prove the above number, it is common knowledge between practitioners and academics that a large percentage of such programs perish a few years after their deployment. The presentation highlights the 9 most critical mistakes (or else cardinal sins) that program leaders and organizations often make, when deploying OpEx programs. The discussion draws on the 20 years of practical experience and the 6 years of PhD reserach.

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Tags: Change Management, Leadership, Management

Learning and Continuous Improvement - What companies can learn from Briefing-Debriefing sessions, as applied in the Air Force
8th Annual Global Process Improvement & operational Excellence Summit
March 29, 2023
A very important aspect of organizational learning and continuous improvement is the retrospectives / post-mortems, taking place in an environment of trust and psychological safety. However, these sessions are very often overlooked, rushed, and complying to political correctness. As a result, problems and issues are not openly discussed and organizations do not learn. Learning and continuous improvement becomes an intention, not the reality. The session discusses the application of briefing-debriefing sessions, as applied in the Air Force environment, and suggests ways to implement the respective
practices in the corporate world.

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Tags: Culture, Leadership, Management

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Blog

4 Article/Blogs
Resilience in the Workplace in Today’s World
Thinkers360
September 01, 2024

Introduction

In today’s fast-paced and ever-changing work environment, resilience has become a critical skill for both individuals and teams. Resilience is the ability to adapt to adversity, bounce back from setbacks, and continue moving forward despite challenges. It is not about avoiding stress or difficulty, but rather about facing these challenges head-on and emerging stronger from the experience. In the workplace, resilience is essential for maintaining productivity, fostering innovation, and ensuring long-term success.

What is Resilience?

Resilience is the capacity to recover quickly from difficulties and adapt to challenging circumstances. It involves maintaining a positive attitude, managing stress effectively, and finding solutions to problems, even in the face of adversity. Resilience is not an innate trait that some people have and others don’t; rather, it is a skill that can be developed and strengthened over time.

In personal life, resilience might look like recovering from a personal loss, such as the death of a loved one, and finding ways to move forward while still honoring their memory. In professional life, resilience could involve bouncing back from a failed project or a missed opportunity, learning from the experience, and applying those lessons to future endeavors.

For example, consider a professional who has just been passed over for a promotion they worked hard for. Instead of feeling defeated and demotivated, a resilient person would reflect on what they could improve, seek feedback, and continue to strive for excellence in their current role. This attitude not only helps them grow professionally but also demonstrates to their employers that they are capable of handling challenges and maintaining their commitment to the organization.

The Importance of Developing Resilience in the Workplace

Developing resilience in the workplace is crucial for both individual and organizational success. The modern workplace is characterized by constant change, whether it’s due to technological advancements, economic fluctuations, or shifts in organizational priorities. In such an environment, resilience enables employees to navigate uncertainty, adapt to new circumstances, and maintain their performance even when faced with setbacks.

For organizations, fostering resilience among employees is key to building a robust workforce that can withstand and thrive in the face of challenges. Resilient teams are more likely to innovate, collaborate effectively, and maintain high levels of productivity, even during times of stress or change. Moreover, organizations that prioritize resilience are better equipped to retain top talent, as employees are more likely to stay with a company that supports their personal and professional growth.

Signs of Good Resilience

Resilience manifests in various ways, and understanding the signs of good resilience can help individuals and organizations recognize and cultivate this important trait.

  1. Positive Attitude: Resilient individuals maintain a positive outlook, even in difficult situations. They focus on what they can control and look for opportunities in challenges rather than dwelling on negatives.
  2. Adaptability: Resilient people are flexible and open to change. They can adjust their approach when circumstances change and are willing to learn new skills or adopt new strategies to overcome obstacles.
  3. Problem-Solving Skills: Resilient individuals approach problems with a solution-oriented mindset. They analyze situations, identify possible solutions, and take proactive steps to address issues.
  4. Persistence: Resilience involves persistence in the face of adversity. Resilient individuals do not give up easily; they keep pushing forward, even when the path is difficult.
  5. Emotional Regulation: Resilient people can manage their emotions effectively, preventing stress or frustration from overwhelming them. They remain calm under pressure and make decisions based on rational thought rather than emotional reactions.
  6. Strong Support Networks: Resilient individuals often have strong social networks that they can rely on for support, whether it’s family, friends, or colleagues. They are not afraid to seek help when needed and understand the value of collaboration.

Signs of Poor Resilience

Conversely, poor resilience can be detrimental to both individual and organizational well-being. Here are some signs that someone may be struggling with resilience:

  1. Negative Outlook: Individuals with poor resilience often focus on the negatives and feel overwhelmed by challenges. They may struggle to see the potential for growth or improvement in difficult situations.
  2. Difficulty Adapting to Change: People with low resilience may resist change and find it difficult to adjust to new circumstances. They may cling to old habits or approaches, even when they are no longer effective.
  3. Avoidance of Problems: Instead of facing challenges head-on, individuals with poor resilience may avoid problems or hope they will resolve themselves. This can lead to increased stress and unresolved issues.
  4. Giving Up Easily: Low resilience often manifests as a lack of persistence. Individuals may give up on goals or projects when faced with obstacles, rather than finding ways to overcome them.
  5. Emotional Instability: People with poor resilience may struggle to regulate their emotions, leading to frequent feelings of stress, anxiety, or frustration. This can result in impulsive decision-making and strained relationships.
  6. Isolation: Poor resilience can lead to withdrawal from social support networks. Individuals may feel embarrassed to ask for help or believe they must handle everything on their own, leading to feelings of isolation and burnout.

How to Develop and Strengthen Resilience

The good news is that resilience is a skill that can be developed and strengthened with practice. Here are some strategies to help build resilience:

  1. Cultivate a Growth Mindset: Embrace challenges as opportunities for growth and learning. Understand that setbacks are a natural part of the process and use them as a chance to improve and develop new skills.
  2. Practice Self-Care: Taking care of your physical and mental well-being is crucial for resilience. Ensure you are getting enough rest, eating well, exercising regularly, and engaging in activities that bring you joy and relaxation.
  3. Develop Problem-Solving Skills: Strengthen your ability to analyze situations and develop solutions. Practice breaking down complex problems into manageable steps and consider different perspectives to find the best course of action.
  4. Build Strong Relationships: Nurture your social connections, both personally and professionally. Surround yourself with supportive people who can provide encouragement and advice when needed.
  5. Learn to Manage Stress: Develop healthy coping mechanisms for managing stress. Techniques such as mindfulness, meditation, and deep breathing can help you stay calm and focused in challenging situations.
  6. Set Realistic Goals: Break your goals down into achievable steps and celebrate small victories along the way. This can help maintain motivation and prevent feelings of overwhelm.
  7. Seek Feedback and Learn from Experience: Be open to feedback and use it to improve. Reflect on past experiences and consider what you learned from them, applying those lessons to future challenges.
  8. Stay Flexible and Open to Change: Cultivate an adaptable mindset. Understand that change is inevitable, and being open to new approaches and ideas can help you navigate it more effectively.

Conclusion

Resilience is an invaluable skill in today’s dynamic and often unpredictable work environment. By developing resilience, individuals can better manage stress, adapt to change, and overcome obstacles, leading to personal and professional growth. Organizations that foster resilience within their teams benefit from improved productivity, innovation, and employee retention. While some people may naturally be more resilient than others, the good news is that resilience can be learned and strengthened through intentional practice and self-awareness. By focusing on building resilience, both individuals and organizations can thrive in the face of challenges and emerge stronger and more successful.

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Tags: Coaching, Leadership, Management

Understanding the Kübler-Ross Change Curve: Origins, Evolution, and Application
Thinkers360
August 28, 2024

Origins of the Kübler-Ross Change Curve

The Kübler-Ross Change Curve has its roots in the work of psychiatrist Elisabeth Kübler-Ross, who first introduced the concept in her 1969 book "On Death and Dying." Initially, the model was developed to describe the five stages of grief that terminally ill patients experience when facing their own mortality. These stages—Denial, Anger, Bargaining, Depression, and Acceptance—were intended to help individuals understand and cope with the emotional responses to loss and death.

Over time, the model was adapted beyond its original context to describe the emotional stages individuals experience during any significant change, not just in the face of death but in response to life-altering events such as job loss, divorce, or organizational change. This adaptation led to the model being widely recognized and utilized in the field of change management, where it is known as the Kübler-Ross Change Curve.

Evolution and Adaptation in Change Management

In the context of organizational change, the Kübler-Ross Change Curve is used to understand how people emotionally react to change, helping leaders and change managers anticipate and address the emotional responses of employees during transitions. The model has evolved to focus not just on individuals facing personal loss but on how teams and organizations can manage the collective emotional journey during times of transformation.

The stages of the Change Curve in the context of organizational change are as follows:

  1. Denial: Employees may initially resist the change, unable or unwilling to believe that change is necessary or that it will affect them. This stage is marked by shock, avoidance, and a tendency to cling to the status quo.

  2. Anger: As the reality of the change sets in, frustration and anger may emerge. Employees might express anger towards management, colleagues, or even themselves for the situation, blaming others for the change or its perceived negative impacts.

  3. Bargaining: In this stage, employees may attempt to negotiate or bargain to delay or avoid the change. They might seek to make deals with management to minimize the impact or look for ways to revert to the old ways of working.

  4. Depression: When bargaining fails and the change becomes inevitable, employees might experience feelings of sadness, fear, or helplessness. This stage can lead to decreased morale, productivity, and engagement as the full impact of the change is realized.

  5. Acceptance: Finally, employees begin to accept the change, moving forward with the new reality. They start to see the potential benefits and begin to adapt, finding ways to work within the new system or structure.

Examples of Applications

  • Organizational Restructuring: When a company undergoes restructuring, employees often go through the stages of the Kübler-Ross Change Curve. Initially, they may deny that the restructuring will impact them, followed by anger when layoffs or changes in roles are announced. Bargaining might involve employees attempting to secure their positions, while depression sets in as the full impact of the restructuring becomes clear. Acceptance occurs as employees adjust to their new roles and the new organizational structure.

  • Technology Implementation: Implementing a new technology system can trigger the Kübler-Ross stages. Employees might initially deny the need for a new system, become frustrated with the learning curve or the disruption to their routines, and then bargain for more training or additional resources. Over time, they may experience frustration or helplessness (depression) as they struggle with the new system before finally accepting and mastering it.

  • Mergers and Acquisitions: During mergers or acquisitions, employees often experience the full spectrum of emotions described by the Change Curve. The uncertainty and disruption caused by such changes can lead to significant emotional responses, making it essential for leaders to recognize and address these reactions.

Challenges in Application

While the Kübler-Ross Change Curve is a valuable tool, its application in change management presents several challenges:

  1. Linear Assumption: The model suggests that individuals move through the stages sequentially, but in reality, people may experience these stages out of order, or even cycle back through stages multiple times. This non-linear progression can make it difficult for change leaders to predict and manage employee responses.

  2. Individual Differences: Not everyone will experience all five stages, or they may experience them with varying intensity. Factors such as personality, past experiences, and the perceived impact of the change can all influence how an individual reacts.

  3. Oversimplification: The Change Curve is a simplified model that doesn’t account for the full complexity of human emotions and behavior during change. It’s important for leaders to recognize that other factors, such as organizational culture, external pressures, and the support systems in place, also play significant roles.

  4. Risk of Misuse: There’s a risk that the model could be used prescriptively, with leaders expecting employees to move through the stages on a set timeline. This can lead to frustration and a lack of empathy if employees don’t progress as expected.

What Leaders and Change Management Professionals Need to Keep in Mind

  1. Empathy and Communication: Leaders should approach change with empathy, understanding that employees may be experiencing significant emotional turmoil. Open, honest, and frequent communication is crucial to helping employees navigate the stages of the Change Curve.

  2. Support Systems: Providing support throughout the change process is vital. This can include training, counseling, or simply creating spaces for employees to voice their concerns. Recognizing and addressing the emotional needs of employees can help them move through the stages more smoothly.

  3. Flexibility: Recognize that not everyone will follow the Change Curve in the same way. Be prepared to offer individualized support and allow people to process change at their own pace.

  4. Monitor and Adjust: Continuously monitor the emotional climate of the organization and be ready to adjust strategies as needed. If a significant number of employees are stuck in a particular stage, it may indicate a need for additional communication, support, or even a reevaluation of the change strategy.

  5. Cultural Sensitivity: Consider the organizational culture and how it influences responses to change. In some cultures, for example, outward expressions of anger may be discouraged, leading to suppressed emotions that might not be immediately apparent but could manifest later in less visible ways.

Conclusion

The Kübler-Ross Change Curve offers valuable insights into the emotional journey that individuals and organizations undergo during significant change. By understanding the stages of the curve and recognizing the challenges in its application, leaders and change management professionals can better support their teams through transitions, ensuring a smoother and more successful change process. While the model is not without its limitations, its emphasis on the human side of change remains a crucial element in managing any organizational transformation.

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Tags: Change Management, Leadership, Management

Mastering Change Management: The Power of the D x V x FS > R
Thinkers360
August 25, 2024

Introduction

In the previous article, we discussed the formula Q x A = E, which highlights the importance of balancing the quality of a solution with its acceptance by stakeholders to ensure effective change. Building on that foundation, in this article, we will explore another critical formula in change management:D x V x FS > R. Together, these two formulas offer a comprehensive framework for navigating the complexities of organizational change, addressing both the technical and human elements essential for success.

While Q x A = E emphasizes the need for a high-quality solution and strong acceptance to achieve effectiveness, the D x V x FS > R formula delves into the dynamics of driving change by overcoming resistance. These formulas complement each other by providing a holistic approach to change management. One ensures that the solution is both technically sound and supported by those affected, while the other focuses on the conditions necessary to initiate and sustain change, such as dissatisfaction with the status quo, a compelling vision for the future, and actionable first steps.

Understanding and applying these formulas is crucial for any leader or change agent aiming to guide their organization through successful transformations. By addressing both the need for high-quality solutions and the human factors that drive or inhibit change, these frameworks help ensure that change initiatives are not only implemented but embraced and sustained over the long term.

Understanding D x V x FS > R

D x V x FS > R,  also known as the "Change Formula," was initially conceived by David Gleicher and later refined by Kathie Dannemiller. This formula offers a powerful framework for understanding the key elements that need to be in place to overcome resistance and drive successful change.

Here’s what each component represents:

  • D (Dissatisfaction with the Status Quo): This is the level of dissatisfaction or discomfort that individuals or groups feel with the current situation. If people are unhappy or frustrated with the way things are, they are more likely to support change. Essentially, this element answers the question: Why is change necessary?

  • V (Vision for the Future): Vision refers to the clarity and appeal of the desired future state. It provides direction and motivation, helping people understand where they are going and why the change is important. This element answers the question: What does success look like?

  • FS (First Steps): First Steps are the actionable, initial moves that need to be taken to start moving toward the vision. These steps should be clear, achievable, and provide momentum for the change process. This element answers the question: How do we begin the change process?

  • R (Resistance to Change): Resistance represents the natural pushback or reluctance that people feel towards change. It can stem from fear, uncertainty, or satisfaction with the current state. Resistance is the barrier that must be overcome for the change to succeed.

The Power of the Formula

The formula D x V x FS > R suggests that for change to be successful, the combined forces of dissatisfaction, vision, and first steps must be greater than the resistance to change. Let’s break down how this works:

  1. High Dissatisfaction, Low Vision: Stagnation

    Imagine an organization where employees are deeply dissatisfied with outdated processes that slow down their work. However, leadership has not articulated a clear vision for how things could be better. Despite the high dissatisfaction, the lack of a compelling vision means that people may not know what they’re working towards, leading to stagnation.

  2. Clear Vision, No Action: Frustration

    Consider a company where the leadership has a clear and inspiring vision for the future—perhaps a shift to a more agile and innovative culture. However, they haven’t provided clear first steps for how to achieve this vision. Employees might be on board with the change conceptually but feel frustrated by the lack of direction on how to begin, causing momentum to phase out.

  3. Strong First Steps, No Dissatisfaction: Lack of Urgency

    Think about an organization that has laid out the practical first steps for implementing a new technology system. However, the current system, though not perfect, is still functional, and there is no strong dissatisfaction driving the need for change. Without this dissatisfaction, there may be little urgency or motivation to move forward with the change.

Overcoming Resistance

One of the most critical aspects of the formula is the concept of resistance. Resistance can come from various sources: fear of the unknown, comfort with the current state, or a lack of trust in leadership. For change to succeed, it’s essential that the forces driving the change (dissatisfaction, vision, and first steps) outweigh this resistance.

  • Engage and Communicate: One effective way to reduce resistance is to engage with those affected by the change. Open communication about the reasons for change, the vision, and the steps involved can help alleviate fears and build trust.

  • Build a Strong Case for Change: Highlight the dissatisfaction with the current state to create a sense of urgency. When people see that staying the same is no longer viable, they are more likely to embrace change.

  • Provide Clear Guidance: Ensuring that there are well-defined first steps helps to reduce uncertainty and provides a clear path forward, making the change process more manageable and less intimidating.

Conclusion: Balancing the Elements for Successful Change

The D x V x FS > R  and Q x A = E formulas provide a powerful toolkit for leaders and change agents aiming to navigate the complexities of organizational change. While the latter ensures that the change initiative is both technically sound and supported by those affected, the former one focuses on creating the right conditions for change by addressing dissatisfaction, providing a clear vision, and outlining actionable steps, all while managing resistance.

In a world that change is constant, mastering these formulas can make the difference between success and failure. By ensuring that the forces driving change are greater than the resistance to it, and that the solution is both high-quality and widely accepted, organizations can achieve lasting and meaningful transformation.

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Tags: Management, Leadership, Change Management

Unlocking the Power of Effective Change: Understanding Q × A = E
Thinkers360
August 12, 2024
The Fundamentals of the Formula

The formula Q×A=E is a strategic tool that underscores the importance of both the technical and human elements in any change initiative. Here’s a breakdown of what each variable represents:

  • Q = Quality of the Solution: This component focuses on the technical merit of the change. It could involve the robustness of a new process or the efficiency of a system upgrade. In essence, it’s about how capable and well-designed the solution is delivering the desired outcomes.

  • A = Acceptance of the Solution: This variable captures the human dimension of change and it refers to how well the change is received by those affected (employees, stakeholders, or customers). It relates to factors like buy-in, commitment, and support. Even the most ingenious solution will fail if people resist it.

  • E = Effectiveness of the Solution: Effectiveness is the measure of success for the change initiative. It reflects how well the change achieves its intended goals, which is determined by both tha quality of the solution AND its level of acceptance.

Why Both Quality and Acceptance Matter

To truly understand the power of this formula, it’s important to recognize the relationship between quality and acceptanc - two variables that are both equally important. Consider the following:

  1. High Quality, Low Acceptance: A Recipe for Failure

    Imagine an organization introduces a new software system designed to streamline operations. The system is highly sophisticated, leveraging cutting-edge technology to automate complex processes. On paper, it’s a brilliant solution. However, the employees who are supposed to use the system feel blindsided. They weren’t consulted during the development process and are anxious about how it might affect their roles. Despite the system’s high quality, its effectiveness suffers because the people who need to use it are not on board.

  2. High Acceptance, Low Quality: A Missed Opportunity

    Consider another scenario where the leadership team of a company decides to implement a new communication platform. The employees are enthusiastic about the change, having been fully engaged in the selection process and seeing the platform as a positive step forward. Acceptance is therefore high. However, the platform proves to have many technical flaws—it’s slow, unintuitive, and lacks critical features. In this case, the high acceptance is under ined by the low quality of the solution, leading again to poor effectiveness.

  3. Balancing Quality and Acceptance: The Key to Success

    To maximize effectiveness, organizations must strive for both high-quality solutions and high levels of acceptance. This means that during any change initiative, equal attention must be paid to ensuring that the solution is technically sound and that the people affected by the change are fully engaged and supportive.

Strategies for Enhancing Quality and Acceptance

Understanding the formula is just the first step; the real challenge lies in applying it. Here are some strategies that organizations can use to enhance both the quality of their solutions and the level of acceptance:

  1. Involve Stakeholders Early and Often

    One of the most effective ways to ensure high acceptance is to involve stakeholders early in the change process. This means engaging employees, customers, and other key players in discussions about the need for change, soliciting their input on potential solutions, and keeping them informed throughout the process. When people feel heard and valued, they are more likely to support the change.

  2. Invest in Thorough Planning and Analysis

    To ensure high quality, it’s crucial to invest time and resources in thorough planning and analysis. This includes conducting feasibility studies, assessing potential risks, and testing solutions on a small scale before full implementation. By taking a methodical approach, organizations can develop solutions that are not only innovative but also practical and reliable.

  3. Communicate Clearly and Transparently

    Communication is key to driving both quality and acceptance. Leaders should clearly articulate the vision behind the change, explain how the new solution will benefit the organization and its people, and address any concerns head-on. Transparency fosters trust, which is essential for achieving buy-in.

  4. Provide Training and Support

    Even the best solution will struggle to gain acceptance if people don’t know how to use it. Providing comprehensive training and ongoing support is vital for helping employees adapt to new systems, processes, or structures. 

  5. Monitor and Adjust

    Finally, organizations should recognize that change is not a one-time event but an ongoing process. By monitoring the implementation of a solution and gathering feedback, leaders can identify issues early and make necessary adjustments. This iterative approach allows for continuous improvement in both the quality and acceptance of the solution, leading to greater overall effectiveness.

Conclusion

The Q×A=E formula serves as a powerful reminder that successful change requires a delicate balance between the technical and human elements of any initiative. By focusing not only on developing high-quality solutions but also on fostering acceptance among those impacted, organizations can maximize the effectiveness of their change efforts. In a world where change is constant, understanding and applying this formula can make the difference between success and failure.

Note: I do not know who should be credited for the Q x A = E formula. Unless mistaken, I came accross this concept when reading the book Making Six Sigma Last by George Eckes quite some years ago! 

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Tags: Management, Leadership, Change Management

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