But, what if your company is just getting started with conversations about sustainability? Amidst all of the various sustainability missions, strategies, and pledges, how does your company determine the best approach for them?

There is a vast sea of content and frameworks that exist across the corporate sustainability space to help companies with this question. Below is just a small sampling of the many frameworks and methodologies available to those looking to get started in sustainability:

However, when I think about how a company can most effectively get started in sustainability, I don’t gravitate towards any of the specific frameworks or methodologies listed above. I think of two simple prompts. 

Prompt #1 – What does Unsustainable mean to your company? (A quick, simple definition of Corporate Sustainability: Running a business in a way that remains profitable/viable without negatively impacting people and the environment.)

Examples:

• Does your company experience challenges with resource inefficiency? For example: Our manufacturing sites are so old. Operating these sites requires a tremendous level of dependence on fossil fuels. Or, the amount of shipping currently required to run our business generates very high emissions.

• Is your company’s environmental impact a strike against your brand? For example: We have great products but millennials don’t feel value aligned with us (according to Nielsen, 75% of millennials consider sustainability before they make a purchase).

• Is your company over-invested in value streams likely to phase out in the future? For example: We manufacture oil containers. That’s what we do well. We are forecasting a significant decline in demand by 2030.

• Or perhaps your company is leaving innovation on the table? For example: We manufacture glass. Sales are stagnant. We haven’t experienced a high growth rate for decades. However, one of our engineers gave a presentation the other day describing how glass could be used to generate solar energy for buildings.

Do any of these examples resonate with your business?

I created these examples utilizing Bob Willard’s “4 Quadrants of Enterprise Sustainability” from the book The New Sustainability Advantage. Willard gave up an award-winning successful career in senior management at IBM to devote himself full-time to building corporate commitment to sustainability. He has a tremendous ability to help companies articulate their business case for sustainability. These 4 quadrants provide an excellent framework to help your company identify where to get started.

Prompt #2 – What are the downstream impacts that being “Unsustainable” has on your business?

• Is it resulting in unnecessary costs (impacting resource efficiency)?
• Is it keeping you from attracting the best candidates (hurting brand + reputation)?
• Is it restricting growth (limiting Innovation)? 
• Is it a threat to your company’s longevity (creating too much risk on the balance sheet)?

These two prompts can help you better understand what getting started in corporate sustainability looks like for your organization. When surfacing these prompts with your team, don’t limit these initial discussions strictly to the leadership level. Don’t exclusively gravitate towards external key subject matter experts. There is likely a substantial level of passion that already exists within your organization on this topic. These initial questions pose a wonderful opportunity to engage your team in meaningful work. Meaningful work helps teams feel engaged and connected to a higher purpose, positively impacting team culture and employee experience. Take your time with these discussions and create opportunities for all to participate in crafting your company’s path forward in sustainability. It will pay dividends in the long run. 

Once you’ve had these conversations and understand what sustainability means to your organization, you need to consider your existing capacity to embark on this work. Do you have the personnel, resources, and knowledge within the organization to be successful? This would be a great time to conduct a readiness assessment. 

At The Gunter Group, we regularly perform readiness assessments for clients that are about to undergo an organizational transformation or major change initiative. We think about organizational readiness through our 4 service pillars: Strategy, People, Technology, and Execution. Below are questions applying these 4 service pillars that can help gauge your company’s readiness to embark on corporate sustainability:

STRATEGY

– Strategy Development: What are your high level objectives? How aligned are these with your complete picture? 

– Strategy Governance: What will you need to put in place to ensure effective decision making? 

– Strategy Management: How will leadership enable iteration and improvement in the strategic direction over time?

PEOPLE

– Organizational Design: What is the right level of collaboration for your strategy? What changes may be required to your organizational structure? 

– Change Management: Are there groups of people within the organization that are likely to be resistant to these changes? How will your company go about bringing them onboard from the beginning to ensure a successful change adoption?

– Leadership Coaching & Development: What critical knowledge and experience gaps exist within the leadership team? What training and coaching is needed to equip leadership to support your company’s strategy? 

TECHNOLOGY

– Enterprise Architecture: What technology gaps exist? Will you be in need of a software implementation or will there be a multi-year technical roadmap required to support your goals?

– Agile Practice: Large-scale change efforts that engage several facets of an organization are best executed through agile business practices. Does your company have experience with agile operating models, or is agile training needed?

– Decision Insights + Data Services: What will your sustainability strategy need from your organizational data structure and measurement capabilities? How can teams be better prepared for changing data requirements? Successfully executing against your company’s sustainability strategies will require understanding your organizational data structure and the availability of the data needed to support your goals.

EXECUTION 

– Program + Project Leadership: Change initiatives are complex. What is the scope of the project? What frameworks will be relied on to support effective planning and project leadership?

– Business + Systems Analysis: What impacts will this change effort have on existing business processes and systems? Do you have the capabilities present within your organization to analyze change impacts? 

– Operations + Process Improvement: Whether it’s waste reduction or operational inefficiencies, operational teams will be impacted by the sustainability strategy. How will they develop a clear understanding of necessary operational & process improvements and how to approach continuous improvement towards the end state?

Be prepared to pursue your sustainability strategies and goals similar to any other significant change effort. Involve your team in a cross functional, collaborative exercise, and don’t let sustainability get siloed within your organization.

At The Gunter Group, we have consultants spanning leadership levels that have experience leading successful change efforts as well as experience leading successful sustainability initiatives. Reach out to us if you’re interested in learning how TGG can support your company in getting started with corporate sustainability.

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In the thick of the pandemic lockdowns, leading up to certain businesses opening back up, a multi-campus community college came to TGG asking if we could help solve a problem that had no pre-fab solution.

New state and federal health and safety protocols required the Auditing Team team to quickly react, building new campus regulations resulting in an exponential increase in procedural tracking, documentation, and compliance reporting.

I worked with our client to track the ever-changing regulations in order to develop a method to integrate the changes into scalable processes. The engagement was successful, and engaging for the whole team because there was a vision for the future.

To begin, I had introductory sessions individually with all team members to learn what was going well and what they felt could be improved. This helped inform a prioritized list of opportunities that we could start working on. We identified opportunities to implement automation and create recurring collaboration sessions where the team drove their own solutions to group challenges, rather than deferring only to management guidance.

TGG then supported this process by performing a gap analysis of the state and federal regulation changes and creating easy to consume documents for interested parties. These analysis documents took hundreds of pages of regulation and distilled them into language that increased awareness and increased understanding of the changes. This allowed staff and faculty to quickly create health and safety plans for their colleges that ensure compliance with the regulations while also creating safer environments. 

I also facilitated multiple sessions with the team to ensure new regulations were accounted for in the organization’s processes and the team felt confident the processes could continue the work.

By design, my primary function in these sessions was to ask questions to the team, usually without knowing the answer. The intention was to utilize “the wisdom of the crowd”. This philosophy states that the collection of wisdom from the people doing the work is the best way to improve and solve that team’s challenges. 

Another goal we established for this engagement was to help the team become more “T-Shaped”. Each team member had a specialty and expertise they brought to the team (the vertical bar of the T) while the horizontal bar of the T represents the knowledge they gain by learning about and exercises the expertise of their teammates. While being an expert in a particular discipline or field ensures the team has a wide range of skills, a teammate who is interested in learning new skills from their colleagues, helps to expand the shared understanding of the team as a whole. For example, one result of this effort and focus was that everyone on the team expanded their data analysis and spreadsheet skills.

The final piece of the project was helping the client to level-up and automate their data collection and analysis tools. Helping the client improve their data maturity and strategic data use, helped deliver efficiencies and insights that allowed the team to focus on areas that needed more attention.

As I reflect back on this engagement, the most rewarding component of the work was knowing that the team’s investment in becoming self-organized and deeply collaborative truly helped keep staff, faculty, and students at the campuses safe and healthy. We delivered real, tangible outcomes.

The community college is now well-positioned to continue monitoring for regulation compliance, via data analysis and metrics, to help departments enable health and safety best practices. We helped deliver a safer learning and working environment for students and faculty throughout the institution. The Health & Safety team has new found confidence in their collaboration skills, preparing systems and processes, and the tools needed to successfully complete a health and safety project of this magnitude.

When I look ahead to supporting other clients in the future, I’ll be able to use this experience to advocate for the power and opportunities that data analysis and metrics provide teams, the unlocking of potential when a team sees each other as equals and values collaborations with each other, and that communicating with your partners and stakeholders with transparency and honesty is truly a non-negotiable of success. 

Scott has 10 years of dedicated experience as an Agile practitioner, Scrum Master, and Product Manager coaching teams, mentoring new Agilists, and leading successful projects. With his high attention to detail and a passion for independent research and translating findings into compelling visual presentations, Scott excels at change management, team facilitation, and emotional intelligence. He is known for being a natural detective and storyteller who is committed, organized, and a responsible teammate that prioritizes consensus and transparency in all situations. Scott holds a B.A. in Mass Communication/Journalism from Boise State University. He is also a Certified SAFe 5 Agilist, Advanced Scrum Master, Scrum Master, and Product Owner. Outside of work, Scott loves exploring Oregon’s great outdoors and is an avid college football fan who loves rooting for his Boise State Broncos. He also loves Portland’s independent theaters such as Laurelhurst Theater, Hollywood Theater, and Cinema 21.

The post ENGAGEMENT SPOTLIGHT <br>WITH SCOTT THEENER appeared first on The Gunter Group.

As I began my work with the client, it was easy to see how much leadership valued their people and how much employees valued their place of work.  Additionally, leadership also recognized the significance of the change impacts that accompanied this decision. Their highest priority was to maintain a thriving company culture. 

Many of the anticipated change impacts were universal to the employee experience. For example, all employees knew that video conferencing was simply now a part of their everyday experience. For the most part, all employees working onsite could anticipate similar changes. Sharing desks, equipment, meeting rooms, and flexible common areas would be the new normal.

However, there were also different implications company-wide depending on department, team, and role. It was widely understood that not every role would allow for flexible work arrangements. The nature of communication to certain employees that their position does not enable the same flexible work arrangements as their peers, was a critical element of the overall work effort. This process, if not properly navigated, presented a potential threat to company culture. 

We kicked off the engagement through employee surveys, focus groups, interviews, and all-employee communications. We knew that detailed data on employee experiences would be key in informing how we structure work sessions, but it was also pivotal to the expansion of our awareness and empathy as facilitators. Most importantly, all employees were invited to participate in the process, offer input, express concerns, and share what was most important to them regarding this upcoming change. For example: How important is it to employees to have the option to work from home? What resources do they need to work from home? What are their top concerns?

We formed multiple working groups comprising a balanced cross-section of the organization to ensure sufficient representation existed during these difficult conversations. The working groups collaborated over a 3-month period to co-design a hybrid work program that they believed would enable the company and its employees to succeed in this new semi-virtual workplace arena. 

The most rewarding aspect of this engagement was the privilege to be a part of a group of people defining how they wanted to show up for one another on a daily basis. It was truly delightful to observe how naturally teammates gravitated towards themes of collaboration, responsibility, and doing right by one another.

In hindsight, it shouldn’t have been surprising. After all, leadership had given up control and trusted employees of the organization to work through these difficult conversations. Naturally, the employees reciprocated by centering discussions on what was best for the company. This is not to say that some of the conversations didn’t involve contentious debate. For example: Is it an expectation that everyone’s camera is on all the time? And, if someone elects to work from the office every day, can they opt out of desk sharing and reserve their own desk?

Fortunately, the leadership team did not expect the working groups to design the perfect hybrid work experience on the first attempt. Leaders understood that the transition to a new way of working together and serving customers would be a learning journey for everyone. They emphasized the importance of embracing adaptability and a spirit of continuous improvement.

Throughout this engagement, I was reminded that high collaboration, inclusivity, and consensus building are as time intensive as they are worthwhile. The decision to allocate several team members to a change process such as this is always difficult. There is always opportunity cost for where resources could be spending time instead, but it’s an investment.

The result of this investment was an organization of employees that felt included and valued in a change process that was very important to them. The returns on this investment will be realized over the years ahead. While these returns may not be measured and calculated in direct association with the investment made, they will be nested within employee retention rates, employee satisfaction, cross-departmental collaboration, company culture, and of course the experience employees provide to customers. They learned a lot about one another, and I saw the multi-level value of doing change well.

Eric applies a systems thinking approach to problem-solving. He is highly collaborative and genuinely passionate about helping others succeed. Eric’s experience spans across multiple industries including resorts and hospitality, international non profit, sustainable business/social enterprises, and events management space. His areas of expertise are sales and marketing, sustainable business, project management, business development, business process management, and business planning and analysis. Eric holds an M.B.A in Sustainable Systems from Presidio Graduate School as well as a B.S. in Business Administration from Methodist University; he is also a Certified Scrum Master and PGA Golf Professional. Eric is an avid golfer. Outside of work, he can be found strolling the fairways of Central Oregon and Southeast Washington.

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That morning, my manager and I went for a walk along the Willamette River. After some getting-to-know-you chatter, I turned the conversation to the job: “What do you think my first 30 days should look like?” 

My manager, Matt Bader, considered my question for several more steps. He answered, “All I want you to do is learn. Treat every experience as a teachable moment. Just worry about that, and the rest will come.” 

All the growing I’ve done at The Gunter Group has flourished in the garden of that conversation. Every experience has been a learning experience. I’ve had the opportunity to create internal development tools, write copy, build surveys, facilitate engagement sessions, spin up a center of excellence, and support an enterprise ERP implementation. All of these experiences have been new in some way, and all have been opportunities to learn lessons that make me better at my job. 

My time as a consultant has confirmed this one truth: the only thing guaranteed in every experience is the opportunity to learn. 

I’ll pause to make an important distinction: the act of learning is different from the opportunity for learning. In 2020, TGG consultant Stephen Bacon led a series of coffee chats about change management responses in the time of COVID-19. Stephen’s most important message to professionals in the pandemic: There is no guarantee that we will learn from this. We have to be intentional. Learning is not guaranteed, but opportunity is. 

This message is timely: the pandemic introduced most of us to a new reality. We are now familiar with remote work, the shrinking pool of small businesses, chart-topping unemployment, constricting budgets, and lifelines of federal aid. The one guarantee among all these earth-shattering elements is an avalanche of learning opportunities. 

This raises the question: how do you take advantage of these learning opportunities? Here are a few pointers I find helpful: 

Foster the Right Mindset: New experiences can be hijacked by negative emotional responses. It can be easy for learning to get lost in the fog of fear, anxiety, exhaustion, rebellion, flight, etc. At TGG, “Thrives in Ambiguity” is one of the non-negotiable characteristics we look for in team members, and it is our target response in adversity. But it can require a mindset shift to see a new, ambiguous experience as an opportunity to thrive. A good approach: reframe your natural fear response by saying “this is an opportunity” every time a new challenge pops up.

Remove Obstacles: The book Atomic Habits by James Clear suggests that the first thing you can do to break a bad habit is to raise awareness of triggers and reduce your exposure to them. If fear is one of your responses to a new challenge, try to understand where that fear is coming from, and respond accordingly. Narrow your focus to the present by writing down what you can do today, and ignore everything else. This builds valuable and purposeful momentum.

Pay Attention: Do you journal? Because you should journal. The most common objection to journaling is the time commitment, a problem that is easily solved. Start small: every day before closing your computer, write one sentence about something you learned that day. Really, that’s all it takes. Months later, when you can look over 100 different things you learned, you’ll be grateful for the 10 seconds of effort you put into it each day. 

Be Honest: It’s easy to make mistakes, but even easier to make excuses. “It wasn’t my fault, I just ran out of time,” or “We couldn’t have predicted the curveballs we had to face.” The more you make excuses for mistakes, the harder it is to learn from them. Radical honesty can help. When something goes wrong, it’s actually better for your career if you own up to the mistake and learn from it. Otherwise, all you learn is the skill of shifting blame away from yourself at all costs. 

Take Risks: Access to more opportunities means access to more learning. Volunteer for that internal project, raise your hand to own that action item, throw your hat in the ring for that new job. Expose yourself to new challenges, new colleagues, new activities; this will not only expand your skill set, but also your appetite for growth. 

Like most other habits, learning is not a talent: it’s a skill. A skill you can cultivate, and with a little time and patience you’ll start to reap the benefits. 

A great place to start is by reading some other articles on our TGG blog! Here are three of my favorites: 

• Understanding employee engagement and how to leverage it
• Agile project management’s future: beyond the basics
• Ebola, change management, and embracing the people-side of things

The post HOW A FIRST DAY SHAPED A CAREER appeared first on The Gunter Group.

We are now seeing enterprises reinstating their paused projects and initiatives, but in a changed world where challenges such as limited and/or remote staff, constrained budgets, and emerging competing priorities need to be factored into the mix. Organizations need to relaunch project work in a strategic way that accounts for today’s ever-changing business climate as well as the increased pressure employees are facing while navigating the complex COVID era. 

Before deciding to restart a project, consider the following questions: 

1. Are there environmental, emotional, or other considerations that should be taken into account before kicking off this project again?
2. Is the project still relevant and does it represent a productive use of time?
3. Staffing levels may have been impacted. Team members may be overwhelmed with competing priorities. Does the organization have adequate staffing and resourcing for this project or is there a need to secure outside assistance to support internal staff? 
4. Does this project provide clear benefits regardless of possible uncertainty in the future?
5. Are there risks and costs to the organization by further delaying the project? 

Strategies for moving forward

Applying a comprehensive strategic framework to think through the complex logistical, financial, and human components of the project can help an organization ensure multiple angles have been considered before moving forward with stalled projects. 

The steps outlined here are relevant for any project initiation, but it’s particularly crucial now to make sure that the organization is fully prepared to launch an initiative in a thoughtful and informed way. 

Evaluate and Revise Strategy: As our global situation evolves, public health policies enacted to mitigate the effects of COVID-19 will impact the availability of resources and timing of many projects. 

Additionally, it is important to re-evaluate the big questions—those considerations that are less tactical and for which planning is more difficult. How does this project align with the organization’s core values, and are those values changing in response to the impacts of COVID-19?

Lastly, there may be tactical components of the original project strategy that may not be conducive to a COVID-19 environment. For example, brainstorm sessions, project meetings, and testing will likely take place remotely. Timeline and toolset considerations may also need to be adjusted. 

Align Stakeholders: Even in the best of times, projects often begin prematurely, before stakeholder alignment is adequately reached. Now more than ever, it is imperative for the success of any reinstated work that stakeholders are informed, aligned, and have a renewed commitment to contribute towards the successful culmination of the project. As appropriate, leaders should seek to foster stakeholder participation and feedback in the prioritization process to align on the purpose of the project and to provide consistent messaging to employees and consumers. Commence replanning efforts by conducting a stakeholder analysis and integrating the findings. Overlooking this vital step could result in major roadblocks and setbacks throughout the remaining life of the project. 

Resource Project: The resources originally allocated for the project may now be unavailable, team members may lack required skill sets, or they may not currently have the bandwidth to contribute to another project. Therefore, the need for both external and internal support should be properly assessed. 

Recently, McKinsey & Company emphasized the need for leaders to focus on reskilling and upskilling their workforce to deliver new business models in the post-pandemic era. Companies also face a learning curve as managers figure out how to lead their teams virtually, build social capital, and maintain cohesion without the benefit of in-person interactions. As companies contemplate returning to the workplace, a new set of skills is also likely to emerge for the transition.

Sometimes a major reskilling effort isn’t feasible or practical to fill key needs for a project. In this scenario, pulling in outside expertise or resources may be the best option. Consultants are often brought into the fold of a project to fill an experience, knowledge, or skill set gap or even as an extra set of hands for a daunting effort where the organization’s future hiring picture is unclear. 

Build Execution Roadmap: As things continue to change, a well developed and clearly communicated execution roadmap will help keep the project team’s eye on the prize. The steps taken so far in restarting the project—updated strategy, aligned and informed stakeholders, and prepared project resources—are the building blocks of an execution roadmap. Identify where it is possible to include flexibility points in an execution strategy. Planning for potential changes to “Plan A” will allow for an easier path forward if additional unexpected changes occur in the life of the project. 

Employ Agile Execution Model: There’s no better time than now to embrace an agile methodology. By definition, the agile project management methodology is designed to be collaborative, flexible, and adaptable to change, and the change introduced to organizations by COVID-19 has put it to the ultimate test. Research conducted by McKinsey & Company found that companies with agile practices embedded in their operating models have managed the impact of the COVID-19 crisis better than their non-agile counterparts. 

Communicate and Engage the Org: Effective communication and engagement can be challenging, especially given the challenges of physical distance, work-life balance, and a multitude of other distractions. Project details must be communicated to the right people at the right time.

Many organizations are also at the point where employees are hitting conference call and email fatigue. Since the majority of our communications are now limited to back-to-back video calls or an ever-expanding email inbox, communications are at greater risk of being lost in the shuffle. 

Fortunately, there are many tools and resources available to help streamline communications in 2020, some of which may already be familiar and some lesser known:

– Facilitation tools (MURAL, retrium, MS Teams, klaxon, miro, STORMZ)
– Communication tools (Skype, Zoom, Google Hangouts)
– Presentations & Meetings (Ideaboardz, Conceptboard, workplace, slack, Google Meet)
– Project Management (Smartsheet, Microsoft Planner, Teamwork, Confluence, Jira, Basecamp, Trello, asana, N)
– Team Building (Kahoot!, TEAM MOOD, Dr. Clue, donut)
– Events (Meetyoo, HEXAFAIR, ENGAGE, VIRTUALIST

Build Rapid Feedback Mechanisms: Integrating feedback loops, both internal and external, into the project’s workflow, such as cadences in the Kanban method, for example, offer a powerful communication tool that fosters efficient and continuous improvement through effective adaptation to the often evolving needs of one’s client. It is valuable to build a mechanism, such as frequent, effective meetings, to facilitate constant and constructive evaluation as a team.

Moving forward with grace

With all the tactical and strategic planning that is needed to evolve an organization or advance a project forward, it is important not to lose sight of the human element. The planning process should be imbued with emotional intelligence, described as the ability to appropriately apply emotion to manage and solve problems—an approach with many tangible and far-reaching benefits within any organization. 

In many different ways, it has been a challenging year and people are facing internal and external hurdles that could not have been predicted a year ago. Contributing to a project is a wonderful growth opportunity, gives people a chance to connect with their teammates towards a common goal, and produces tangible results. However, it is more important than ever for leaders to show that they care about their team.

Deeply considering the outcome of new or restarted work on employees and consumers has never been more important. Prioritizing the work ahead should consider not only the immediate benefit to the organization itself but also the benefits of doing right by the people of the organization in the long term. 

At The Gunter Group, we can help implement the project leadership and process improvement strategies discussed above. Contact us to learn more about how we can support and optimize your organization.

About the Author:
Kara is a collaborative and detail-oriented consultant specializing in project management, organizational change and strategic communications. She has an ability to jump quickly into complex situations and scenarios, which allows her to understand and deliver on her clients’ key priorities within tight deadlines. Kara is also very skilled at considering issues with a fresh perspective, allowing her to suggest and implement viable solutions that may not have been previously considered by an organization. With a diverse background in communications, marketing analytics, team leadership and project management, Kara has enjoyed bringing strategic solutions to her clients for over 10 years. She has worked in a wide range of industries for many nationally-recognized brands, primarily in the technology, healthcare, sportswear, and early childhood education sectors. Kara holds a B.S in Business Administration and Marketing from Central Washington University. She is also a Certified Scrum Master and PROSCI Certified Change Practitioner. In her free time, Kara enjoys spending time in the great outdoors with her family of four.

The post PRESSING PLAY ON PAUSED PROJECTS IN THE COVID-19 ERA appeared first on The Gunter Group.

At TGG, we value the ability to thrive in AMBIGUITY because it enables us to embrace the unique challenges our clients face. With a collaborative team who share diverse backgrounds and experiences, we partner with our clients to navigate complex and uncharted terrain. By utilizing cutting edge tools and applying lessons learned, we trek through the obscure to create structure and definition so that our clients’ visions become reality.

One thing that sets TGG apart from our competitors is our approach to solving client challenges. We understand that each engagement is unique and often highly ambiguous—and adjust our approach accordingly. Some of our clients have a clearly defined program scope, while others simply know they need to get something done but are unsure where to start. Our team approaches complex challenges with curiosity and adaptability to cut through the ambiguity and chart a path towards meaningful change. We lead by asking questions, taking notes, and synthesizing complex sets of information to help our clients move forward effectively. We build from the details and then apply best practices from our past experiences, drawing from our client’s strengths and knowledge in a collaborative effort to build structure and deliver results.

Several years ago, we partnered with one of Oregon’s largest employers to lead a significant initiative to transform their struggling operations department within the company’s second-largest line of business. Sales were lagging, employee turnover was high, and morale was low. From the onset, the need for change was evident but the cause of the underperforming business and approach to the turnaround strategy was unclear. 

To understand the big picture, we had to dive deep. We took a data and process-driven approach. We performed a comprehensive current state analysis and used the findings to inform a strategy, define a future state, and build an implementation plan with our partners. With an informed and clearly defined plan in place, we implemented standardized processes and reconfigured systems and tools to reduce inefficiencies. We outlined resource needs and constraints to stabilize operations, worked with internal partners to revamp the product line to make them more marketable and profitable, and developed measurable KPIs to evaluate the strategy and make adjustments where necessary. By defining an effective change management strategy and plan we worked with the client team to deliver this transformation with cohesive messaging that was compelling to the organization, clients, and target customers.

Often, the key to gaining traction and building a strategy that works is first fully understanding the situation and the problems that need to be solved. Comprehensive current state analysis, input from all levels of the organization, and effective change management helped clear a path forward. The result was record annual revenue in a $300M+ line of business, decreased silos across the organization, and new streamlined processes and tools. This is just one example of how we are often brought into a highly ambiguous situation, bring structure to the ill-defined, and drive clarity.

We have made it a priority to build a team capable of thriving in ambiguous situations so that we can help our partners develop and implement creative and comprehensive solutions for their organizations.

More about John Drake:
John has developed broad experience in managing client business needs and relationships in a wide variety of complex environments. He is adept at creating structure around ambiguous deliverables by digging into the details in data-driven environments. Comfortable in any client setting, John is able to integrate within different teams, quickly understand the complexities of the task at hand and, above all, add value. John possesses diverse experience working in high-tech, retail, construction, power utilities, and training and development industries. From project managing large projects and developing organizational process improvements as a business analyst to overhauling a company’s CRM system, John can tackle client needs from many angles. John holds a B.A. from the University of Oregon and an M.P.A. from Portland State University. He is also a Certified Scrum Master and SAFe 5 Agilist. Outside of work, you’ll find John on the mountain bike trails in the sun and rain and on the mountain when there’s snow.

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Thinking of INTEGRITY as something that is non-negotiable requires that you define it as so much more than simply the absence of questionable behavior. At The Gunter Group, integrity is actively demonstrated in everything we do and is baked into the fabric of our culture, business, and day-to-day work.

Before joining The Gunter Group, I spent six years in the seminary, a career that offered no shortage of time spent discussing the meaning of integrity. My pastoral experience taught me how hard it can be to translate ethical theories into action—especially in the business world. When I first heard someone at The Gunter Group talking about integrity as a non-negotiable, I was skeptical. However, I quickly saw tangible evidence that not only convinced me of their commitment, but actually deepened my understanding of what true integrity looks like.

As an employee, I expect my employer to treat me with dignity and respect. In this way, The Gunter Group exemplifies this kind of integrity on a daily basis. The transparency and candor of our leadership team, the fact that they seek and incorporate feedback, and honor the diversity of experience, perspectives, and needs of employees sets the tone for the entire company. I’ve seen our Partners make long-term investments in their people, even at the expense of short-term gains. Rather than seeking growth and profit for their own sake, they see building a successful business as a means to provide opportunities for their employees and constantly seek improvement in everything from our 401k and health benefits to family-friendly policies and events.

Each consultant contributes to The Gunter Group’s commitment to integrity. Sometimes making choices based on integrity can be difficult or unpopular, but it’s critical in our work that we be willing to say what needs to be said. No matter which client we are currently working with, integrity requires an honest assessment of our abilities, asking for help when needed, and following through on commitments. Additionally, integrity means celebrating a culture of inclusion and collaboration, always taking responsibility for ourselves and our work, and sharing credit where credit is due.  

In our work with clients, we practice integrity by focusing on results, first and foremost, and being truly worthy of trust as opposed to gaining it as a means to an end. When speaking about our clients and peers’ challenges and business problems, we do so with empathy and respect. We look for opportunities to exceed expectations and favor building an organization’s capacity over increasing their dependence on us. 

“Have the courage to say no.”

~W. Clement Stone

Finally, The Gunter Group embodies integrity by being willing to say “no.” On many occasions, I’ve seen The Gunter Group turn down work that didn’t align with our values. When the best solution for a client is one that doesn’t involve us, we recommend it anyway, even if it means less business for us in the short-term. 

When every decision is made through the lens of integrity, what many organizations think of as “nice to have” becomes fundamental. 

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Doctors in Goma Use Change Management to Save Lives

This summer, an outbreak of Ebola raged through the Congo. On July 14th, the first case was diagnosed in Goma, one of the largest cities and transit centers in the Democratic Republic of the Congo. The World Health Organization declared the outbreak an international public health emergency, and the response was an influx of funds, resources, and health workers.

NPR describes what came next. Citizens of Goma “threw rocks at health workers, suspicious that they were profiting off the response… They barricaded roads; they refused to wash their hands.” This was the same response health workers received in the countryside, but in a city of 2 million the stakes were far higher. 

Here’s the thing: in the past couple years, scientists have made significant advances in the treatment and prevention of Ebola. In addition to two new treatments, an experimental vaccine looks to be highly effective. The last outbreak in the Congo was contained in a matter of months. Health workers had all the tools they needed to stop the outbreak, except for cooperation from the people in need of treatment.

Enter change management, stage left. Prosci, an international leader in change management training, lists 7 best practices:

— Mobilize an active and visible executive sponsor
— Dedicate change management resources
— Apply a structured change management approach
— Engage with employees and encourage their participation
— Communicate frequently and openly
— Integrate and engage with project management
— Engage with middle managers

To foster cooperation with the people of Goma, health workers embraced these best practices. “They went deep into the neighborhoods, explaining the disease and the treatments. They talked to leaders. They convinced more than 1,000 people to take an experimental vaccine.” Within months, they were able to control the outbreak in Goma. 

With sponsorship by the WHO, health workers were able to dedicate adequate resources to the problem. They then engaged with the community and developed advocates for change. They communicated with citizens, educating them on the disease and the treatments. In doing so, they were able to build momentum and encourage enough people to receive the vaccine.

Health workers used change management to provide life-saving interventions to a community that was resistant to change, potentially saving millions. Change management is well-worth our attention. 

Change Management: How Did We Get Here? 

The field of change management is young but complex. How did we get here? It will help to briefly travel back in time to understand the foundations of the formalized practices that flourish today.

Rooted in Psychology

Change management has roots in the study of human behavior. The intellectual beginnings trace to the early 1900’s, into the work of the anthropologist Arnold van Gennep. When looking at rites of passage in different cultures, Gennep began to notice common behaviors. 

Even though he was looking at a variety of different cultures, he noticed that there were three overall states that ran common in the experience of social change. The first state was a “pre-liminal” stage, where the coming change was acknowledged and prepared for by the community. 

The middle state was the “liminal” stage, which he defined as a threshold of ambiguity and disorientation. Change managers everywhere will chuckle at the accuracy of adjectives like “ambiguity” and “disorientation” when describing the liminality of change. 

The final state in a rite of passage was “post-liminal,” where the transition in status was recognized and normalized in the community. Across cultures and belief systems, Gennep was able to identify these common movements in the human experience of change. 

By the mid-20th century, when psychology began to blossom into a robust and complex discipline of study, Gennep’s three states gained popularity. In the 1940’s, Kurt Lewin became a pioneer in social and organizational psychology by turning his attention to understanding change.  Lewin borrowed from Gennep’s structure and described a three step process for change: unfreezing, changing, and refreezing.

Business Consulting & Change Management: A Love Story

There was some academic buzz from several sources in the years following Lewin’s work, but no substantial leap from psychology to business had yet been made. This changed in 1982, when a consultant at McKinsey named Julien Phillips published an article in the journal Human Resource Management. 

In his article, Phillips introduced a model for organizational change management specifically designed with businesses in mind. His model defines four steps that were intended to build momentum for change within an organization: creating a sense of concern, developing a specific commitment to change, pushing for major change, and reinforcing the new course of action. 

In the years following, change management took off. Books were published; articles became more frequent; new models were advanced. Businesses were in need of assistance with change, and consultants pursued thought leadership that would help address this need and grow their business. Peters, Waterman, Kotter, and dozens more developed robust philosophies and methods for change, and organizations bought in and helped the field to grow.

Today, there are as many models for change management as there are consulting organizations. Looking for a 4 step process? Try PDCA. Interested in 5 steps? Try ADKAR. How about a 6 step approach? Try Pulse. Need more? Try Kotter’s 8 Steps, or Prosci’s 9 Steps. There are symposiums and communities of practice such as Prosci and ACMP; and naturally a veritable cornucopia of certifications abound. Change management is so saturated with models and approaches that some even try to push “beyond change management,” whatever that means. 

100 Frameworks, 1 Idea

The Gunter Group does not subscribe to any one framework. Our clients are too unique for a single set of steps to be the answer. We proudly proclaim ourselves to be “methodologically agnostic,” much more interested in understanding the organization than blindly peddling a process that fails to fit the people it is meant to help. 

That is not to say that we don’t know the methods. Our consultants have expertise in Prosci and ADKAR; we are trained in Six Sigma; we attend local ACMP events. We do not, however, learn a method to become disciples. Rather, we expose ourselves to frameworks and study methodological vocabulary to leverage those aspects of the frameworks that might be helpful for our work. Our clients appreciate a tailored approach that is grounded in the best practices of 100 frameworks.

This approach to consulting reveals something obvious: all change management methods are basically the same. Decades of scholarship and praxis have not changed the core phases of change, and wisdom that dates back a century still lies at the heart of responsible change. There are 3 basic phases in change (before, during, and after), and every change management framework simply iterates on the approach taken within those three phases.

So what runs common throughout all change management? What activities should you keep in mind as you tailor the process to your specific organization? We’ll run through the basics below.

Step 1: Pre-Change

Change is coming. Perhaps it is a changing regulation, a new technology, an upcoming merger, or a poor quarterly report; whatever the reason, you see change on the horizon and understand that preparation should naturally precede. Though the various frameworks approach this preparation differently, three key activities take place during pre-change: analysis, planning, and influencing.

Analysis comes first. Before you can plan for change, you have to understand the people and processes that will be impacted. Who will be your champions, sponsors, and resistors? Helpful tools for this phase include stakeholder matrices, process maps, and change impact assessments. The change manager must also understand the change itself. Without a powerful grasp on the “why” that is causing the change, planning and execution will absolutely fall short. 

Plans come next. Change management often occurs somewhere between an intersection of strategy, people, and execution, and planning is the bridge that brings these three elements into alignment. This includes planning  for the change itself, communication that will accompany the change, and the training that will make the change possible. 

Influencing should follow. ADKAR describes this as fostering awareness and desire. Prosci speaks of sponsors and champions. Others schools of thought suggest using concepts like vision or need, and still others recommend introducing guilt and anxiety. We have found that a cocktail of all these approaches is usually the best way forward.

Step 2: Change

You’ve spent time interviewing stakeholders, mapping processes, and planning training sessions; now it’s time to introduce the change. This is messy, confusing, and difficult for the people impacted so change managers often rely most heavily on a methodology in this phase. However, mid-change is where a generalist approach could be most advantageous, adapting to the ongoing needs of the situation. There are four activities that always occur in any well-managed change approach: communication, training, changing, and reinforcement.

The most important activity surrounding change is communication. This is where you lean heavily on the results of your analyses. You know who needs communication, what they need to hear, and how it will affect their work flow. Armed with this information, you can plan accordingly, communicating the upcoming movements to the right people, early and often.

Another helpful activity is training. This often goes hand-in-hand with communication, and is best when designed from the viewpoint of those impacted. Recent developments of tools such as Human Centered Design help maximize the value of training.

At a certain point, the change will happen. Kotter recommends an approach of small-slicing the change to create short term wins, but often the change manager is not the one driving the project timeline. When it comes to go-lives, change managers serve a thousand roles. They become SME’s for elements of the change impact; they serve as blockers attempting to remove obstacles from stakeholders; they act as cheerleaders or bulldogs, whatever is called for in the moment. 

As change occurs, another important activity is reinforcement. This activity truly begins in pre-change and extends through the end of post-change, but it becomes extremely important in the midst of the change. There are approaches coming out of organizational psychology that can be helpful here, such as Vroom’s Theory of Motivation, McClellan’s Theory of Three Needs, or McGregor’s Theory X and Theory Y.

Step 3: Post-Change

Follow-through is a must. As Gennep would say: the new status must be confirmed and the change must be reincorporated as the new norm. This is done a little differently in each framework, but necessary activities include reinforcement and reanalysis. 

As said above, reinforcement is heavily featured in post-change activities. The goal is longevity, driving the change through ongoing champions and dwindling resistance. Success is celebrated, momentum is reinforced, and improvements are consolidated. Through these activities, the new order is anchored in behavior.

One often-forgotten activity that takes place after the change occurs is reanalysis. Throughout this whole process, you’ve generated a mountain of information, from stakeholder input to process metrics. Current-state assessments performed before, during, and after the change are a great way to analyze that information, evaluating the effect of the change. 

Let’s go back to Ebola in Goma. Upon review, we can find the three stages of change management in this case study. In advance of providing saving care, health workers analyzed the neighborhoods they would need to enter, planned ways to connect people with treatments, and influenced communities by winning over their leaders. They communicated the need and effect of the cure, trained communities to embrace treatment through a successful pilot of an experimental vaccine, and built momentum for changing attitudes. After change began to take effect, their efforts were reinforced by positive clinical outcomes and they reanalyzed future need for treatment with ongoing screenings. 

Change management is the study of human behavior. Human beings hate change, yet change is unavoidable. As professionals in change management, we bring a people-centered approach to our work.  This is undeniably good for business, as evidenced by a flourishing market of change management consultants and frameworks. But often the stakes of change management are higher than the bottom line, and the WHO’s heroic efforts in Goma are a testament to that.

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How do sayings like these burn themselves into our brains? It helps that they’re short and pithy, but I don’t think that’s the only reason. Perhaps a statement like “birds of a feather” has power because it’s true. And what truth lies beneath the cliches above? It matters who your friends are.

There’s plenty of science to back this up. A number of studies expand on the concept of homophily (coming from the Greek for “love of what’s similar”). Study after study shows that we seek out, consciously or subconsciously, people who are like us. And even when we differ from those around us, we start to mold our actions to be more like them. The people we spend our time with will influence our opinions, speech, music preferences, and even our health. 

All these studies point in one direction: the people around you literally help shape you into the person you are, and the person you will be tomorrow. 

It really does matter who your friends are. 

Looking at how a person spends their time will tell you a lot about that person. If I spend my evenings on hiking trails and in softball leagues, you would call me an athlete. If I get home from work most days and sit down at the piano for several hours of practice, you would call me a musician. If I head to the mountains every weekend with skis strapped to the top of my car, you would describe me as an avid skier. 

But what if I do all of these things? What if I spend my evenings and weekends doing all sorts of activities that don’t have very much in common? What would you call me in that case? 

You can call me a generalist. 

A Generalist Fits Everything Into a Day’s Work

At TGG, we’re generalists. Our consultants come from different backgrounds: some come from healthcare or finance, others come straight from the military or academia. My own background includes a 6 year chunk of time in the seminary. Every consultant at TGG has a unique background, and we bring these backgrounds to our work, no matter the client or industry. 

TGG also houses a diverse set of perspectives and approaches to business environments. We aren’t just project managers or data analysts; we do these things with a holistic perspective, one that spans industries, business cycles, and clients. 

Here’s an example. A client in healthcare might hire us to perform the work of a business analyst, collecting requirements and mapping processes for a new service offering. The person we place, however, is never just a business analyst. We provide someone who also has experience in change management or project delivery. The client benefits from having a generalist instead of a specialist, because the result (such as requirements gathering, in our example) is better tailored toward successful delivery. We perform work within context, bringing together lessons we have learned in a variety of environments to maximize the value of our present work. 

Generalists excel in all environments without having to master them. At TGG, we cultivate individuals who can thrive in ambiguity, rather than in any one particular familiar system. And the way we spend our time after the work day has a big effect on how we do that well. 

A Generalist Networks Broadly

You can tell a generalist by the shape of their calendar. As a case study, let’s take a quick look at mine. 

Over the past few weeks, my calendar shows a rather adventurous exploration of topics. This is the story of a generalist. Outside of working hours, I’ve had a number of networking events crammed into the margins. Here are a few examples: 

A few weeks ago, I attended a lecture on artificial intelligence in medicine. My colleagues and I have recently been working on articulating the impact of AI on the future of business, and were excited for the chance to reflect on advances in AI and machine learning in the healthcare industry. 

A week later, you could find me drinking coffee with change managers and discussing ways to use change management as a tool to better serve strategic planning by business leaders. Consultants in our People Practice have recently been synthesizing varying perspectives on change management to identify the key phases and activities that all good change management engagements must include (look out for a thought leadership piece on our blog soon!). This was a great chance for us to carry this conversation into a community of change management practitioners. 

A few days after that, I spent my evening at a talk by Kevin Ciccotti on the topic of how good leadership inspires good work. After Kevin finished speaking, I sat at a table with professional mentors, small business leaders, product owners, and project managers and discussed how we could put Kevin’s words into practice in our various industries and positions. Conversations like this spill into all the work that I do as a TGG consultant. 

Two days later, I swung by an early morning roundtable discussion on project management in manufacturing environments. Everyone in the room had experience leading projects, and we went around the room for an hour asking questions and sharing advice about how to make projects better. At TGG we recently created an internal bank of resources to help our consultants who are managing projects; roundtable discussions like these are a good way for us to test drive our resources with a group of experienced practitioners. 

Artificial intelligence. Change management. Strategic planning. Reflecting on Leadership. Project management. Why all these different things in one month? Because that’s just what we do at TGG. We specialize in quickly immersing ourselves into new contexts, bringing in a new perspective that adds value to the system. 

Our time inside and outside of the work day is an adventure. We get to learn about a hundred different topics and thrill at the chance to make connections between them. This enables us to bring a broad, integrated perspective to our work. 

At TGG our success comes from schedules like mine. It matters who you talk to. As generalists we talk to everyone. Spending our time like this helps to form us–speaking with such a wide array of professionals and therefore, helps shape who we are.

Interested in learning more about the life of a generalist? Check out this book on the subject. Want to hear more about how our generalist approach benefits our clients? Check out a couple case studies of how we successfully bring a broad perspective to our clients’ challenges.

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At the Gunter Group, we consider EMOTIONAL INTELLIGENCE, or “EQ,” essential for understanding and solving complex problems. In short, emotional intelligence is the ability to understand and manage emotions in yourself and others. For us, it’s about more than accurately reading and adapting to social cues, although this is an important part of EQ. It’s pulling from the depths of our intelligence, experience, and heart to show up fully for ourselves, each other, and our clients. It’s an approach that not only feels great but gets the best possible results.

While emotional intelligence is often referred to as a “soft” skill, we think of it as quite a hard one – both in terms of tangible value and difficulty to master. I recall taking an EQ assessment early in my career for a job in the hospitality industry. What I thought of as sophisticated and mature responses at the time I now think of as cringeworthy. “Where was my self-awareness?!?” I think now, after gaining much experience and insight in the years since. It certainly didn’t come easily or overnight. I’ve learned that other skills can be taught, and as consultants we’re accustomed to a steep learning curve, but EQ requires serious commitment to truly master and cannot be built overnight, hence why it is one of the most important traits we look for when growing our team.

As stewards of our client relationships, our consultants must demonstrate the highest degree of emotional intelligence. With this in place, we can trust them to assess and respond to situations appropriately, enlist support as needed, persevere through challenges, and moderate their own impulses, especially during times of stress. Exceptional EQ also means being aware of potential burnout, building individual resilience, and integrating work into a fulfilling and healthy life. When our consultants thrive in and out of the office, they deliver outstanding value for the long haul.

Furthermore, emotional intelligence is essential for our other five non-negotiables, enabling and amplifying our most important traits. For example:

— Self-awareness, a component of EQ, keeps the ego in check (grounded confidence).

— We can sense when someone feels unheard or steamrolled and adjust accordingly to cultivate trust within a group (collaboration).

— Connecting to our own emotions keeps us rooted in a strong moral compass (integrity).

— Giving, receiving, and integrating feedback makes continuous learning and improvement possible (intellectual curiosity).

— High EQ people are better able to maintain optimism and intrinsic motivation in the face of uncertainty and rapid change (thrives in ambiguity).

Research shows that emotional intelligence in the workplace helps establish the psychological safety proven to increase group intelligence which then drives innovation. As one of our non-negotiables, EQ enables us to challenge the status quo and deliver success without pushing too hard or coming in like a bull in a china shop. 

Finally, when we enter a new engagement, understanding perceptions is crucial. I’ve been on the other side, when your company brings in an “outsider.” It can feel like a stranger who knows nothing about you or your work telling you how to do your job. We understand a degree of skepticism or even resistance to partnering outside your organization. Our clients have tremendous ownership and expertise – they are right to be protective of their work! It’s from a place of empathy and self-awareness that we navigate the at times tricky role of “third party” to eventually become true partners and trusted advisors. With emotional intelligence as a cornerstone, we know from experience that our non-negotiables will always lead to the best possible outcome for everyone.

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