
186
Episode 186 39 min
Susan Odle, Operational Change Expert: Why 70% of All Change Management Fails
Susan Odle, Operational Change Expert
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The more you can carry yourself through the lens of evidence-based management and leadership, the more effective you're going to be, the faster you're going to get things done.
In this episode
70% of all change management efforts actually fail within organizations.
With such a high failure rate, itâs crucial to understand how to be part of that successful 30%. According to operational change expert Susan Odle, successfully implementing change requires buy-in, accountability, and clear timelines throughout the entire organization.
Susan Odle is the founder of 8020CS, a company that specializes in change management to drive growth, profitability, and efficiency. With over 25 years of global experience, Susan has helped businesses of all sizes, ranging from start-ups to $800M companies, navigate complex change and achieve tangible results in company growth, stability, and shareholder returns. In her book, âSuccessful Change,â Susan provides a powerful blueprint for successfully navigating the complexities of business transformation.
In episode 186, Susan discusses how to operationalize successful change to positively impact top-line revenue and bottom-line profitability in organizations. She also emphasizes the importance of evidence-based leadership and pragmatic problem-solving, offering practical advice that listeners can apply to their own teams and organizations.
Tune in to hear Susanâs actionable advice on how to help you and your team thrive in times of transformation!
Like this episode? Be sure to leave a âď¸âď¸âď¸âď¸âď¸ review and share the podcast with your colleagues.
04:24
Avoiding analysis paralysis
11:59
The 30% success club
17:34
Leading with pragmatism, not your ego
25:51
Evidence-based management and leadership
33:21
The five-gate framework of operationalizing change
37:18
Being kind and human
Resources mentioned in this episode:
- Connect with Susan on LinkedIn
- Read Susanâs book Successful Change
- Check out Fellowâs Meeting Guidelines to shape meeting habits across your organization
- Subscribe to the Supermanagers TLDR newsletter
Transcript
Sue, welcome to the show.
Susan Odle 03:17
Hi Aydin. Itâs great to be here. And thanks for having me on.
Aydin Mirzaee 03:19
Yeah, very excited to do this. Itâs really funny once you came on the show, and I realized that you were also in the same city that I am. That almost never happens. So thatâs really nice. Itâs crazy.
Susan Odle 03:31
Yeah. Well, thereâs a lot of stuff hiding in home offices around Ottawa just reaching out to the world every day, right?
Aydin Mirzaee 03:36
Yeah, yeah, super nice to do this. And I was saying that for all the listeners who didnât know this, our first five episodes were actually done in person. I did go into peopleâs offices with equipment, flew to different cities did that sort of thing. But yeah, the other 190 or so are all virtual. But yeah, Iâd love to dig in. So youâve worked at a bunch of different companies? BDO Canada, GFI, You.i TV. Today, youâre the founder and CEO of a change management company called 8020CS. So lots of stuff for us to talk about. But maybe one of the things that we should start with is, if you remember very early on when you first started to manage or lead a team, do you remember what were some of your early mistakes, you know, things that maybe you do less of today?
Susan Odle 04:24
Yeah, I think a big one is putting way too much detail into your plan for your team. People can waste a lot of time trying to flush out extreme detail and tactics within a plan versus focusing on what you want to accomplish in a given period of time. Because things always evolve. You know what you put on paper on day one, or in Q1? As you get out there with the team and in market, itâs going to shift itâs going to evolve. So I think too much time wasted on details versus direction and putting guardrails in place and timeline based metrics. I would say donât over you Use your time on details just move forward and learn as you go.
Aydin Mirzaee 05:03
Oh, thatâs a really interesting one. I always love it when thereâs a unique lesson that people bring up. Maybe tell us a little bit more about how you came to realize that you were making that mistake? Was it you just noticed that work was wasted? Did people tell you or what were the triggers?
Susan Odle 05:21
Yeah, the trigger as well, just evidence, right? I like plans at this point in time in depth and knock documents because it forces you to be way more efficient on what you put on that slide. And it becomes more measurable. So when you spend too much time on details, and you go back, and you reflect on that. So say youâve written your plan in q1, and youâve got your QBR, you know, at the beginning of q2, looking back, and you can see in this detailed plan that you either didnât get too much of it, or youâve learned so much in that quarter that 20% of it is no longer relevant. So itâs a cost benefit analysis in terms of and I would say, you know, analysis, paralysis tends to be the problem when your plans are too detailed. So I think one of the metrics might be, how can you articulate your plan as a manager in a slide format, thatâs going to distill your thinking. And then you do definitely need to push that into whether itâs a workbook spreadsheet based detail, or a document itself. But donât start with a document, because then youâre too verbose. Really focus on the bullets of what you want to achieve. And if you can distill it up, thatâs a better place to start. You can get the team moving in a direction without spending cycles on content. .
Aydin Mirzaee 06:37
Yeah, whatâs interesting is the other effect of too much detail might be that not really giving the team the latitude to figure some stuff out on their own. And yeah, maybe makes them feel theyâre micromanaged a little bit.
Susan Odle 06:52
So micromanagement, yeah, is a problem. I donât believe in it. As a leader, whether youâre a manager or a VP, or C level, your job is to give direction. And your job is to empower your team, let them give them enough lead rope, to use your creativity and use their imagination to problem solve. Thatâs the best thing you can do as a leader. So youâre absolutely right, detailed your corners, he was a leader in a corners, your team. I think your measurable goals and objectives, those have to be very clear, but then let the team go and give them timelines. So youâve got to come back by a certain point and report on progress or show me certain results, but let them be creative.
Aydin Mirzaee 07:30
Yeah, so if thereâs too much detail, youâre doing a bunch of work, things may change, the ROI is not there, and your team may feel micromanaged. So definitely, definitely a thing to try and avoid. Are there any exceptions to this? Or is it universal?
Susan Odle 07:45
Oh, I donât think itâs universal. I think that especially in regulated industries, thereâs environments that require detail. And I think every function requires details. Just how much do you want to go about that? So in business, thereâs no universal rules at all. Right? I think that the skill in leadership is being open to what your current circumstances are presenting to you, right? And then how do you need to respond to that. So you may have aspects of your, of your team management, your leadership plan that do require a lot of detail, especially if there are time constraints and pressure that youâre under, you want to be maybe more specific about how thatâs going to happen. But boundaries can be dangerous, even when it comes to things like details and plans. So be aware of your situation and apply the right level of detail or openness and flexibility as you can based on what youâre trying to accomplish.
Aydin Mirzaee 08:36
Yeah, that makes a lot of sense. So one of the things that I wanted to start by talking about is you released this new book, itâs called âSuccessful Change.â Came out in September. And yeah, Iâd love to maybe start with why did you write this book?
Susan Odle 08:52
Now thatâs an interesting question. I was working for a PE firm out of the states a number of years ago, and we were doing really well, we had a lot of pressure, we have to produce 60% EBITDA quarter over quarter. And so that puts a lot of stress on an operation. And when your revenue is not tracking towards a path of producing that EBITDA, then you have tough decisions that you have to make about your operational expenditure. And so we had a QBR, where we had to make sort of the third round of some cuts that if we had a little bit more flexibility on the EBITDA, we probably could have saved some jobs. And it just made me think about Iâm very good at this, but how much do I want to kind of be in this environment where you donât have enough time to make some changes? So it made me reflect upon how can I be effective at what I do and help more companies on mass get ahead of some of the problems that result in those tough decisions. So I did some a lot of self-reflection on how have I been successful in my career over the years, getting out of tough situations, you know, growing quickly, turning around performance, those So things add that, to just kind of summarize it, I had a framework fall out of an acronym thatâs part of my company name. When I flushed out that framework, I thought, okay, great. Itâs a methodology. Thereâs about a bazillion methodologies out there, kind of boring, kind of dry. So how can I make it more engaging for the readers. So thatâs when I started working on a narrative around it. Thatâs case study-based. So, in the book, there are seven or eight lift case studies by me that take the method and the theory and apply it to practical situations. So itâs a field guide, itâs not a narrative, itâs a field guide, that people can look at how to apply the method to problems that they have. So whether itâs a problem or an opportunity, they need to capture that then they can reflect on some case study real world case studies as a learning opportunity. So, itâs my way of helping more people than I can reach directly, either as a full-time employee in the past or through my business.
Aydin Mirzaee 10:55
So was the idea behind the book, the learnings that you had when you had to make those tough decisions and like turn things around? The idea was, Can I impart the knowledge that Iâve learned so that we donât need to turn things around so that a lot of those tough situations donât occur in the first place?
Susan Odle 11:13
You know what, 100%. So thereâs two groups of clients that I work with. One is that theyâre a larger company, theyâve scaled a bit. And theyâve done some things in the past that are now blocking their progress, or theyâve missed their number a few quarters in a row, and theyâve tried to figure out how to unblock that growth. And theyâre stalled. So they need some help working through a solution, since thatâs, like, the reactive type of client that I work with. The proactive are those that are scaling, and they want to get ahead of some of the operational problems that, if left to fester, can become really, really difficult to unravel at a later date. So, the approach to using the method is the same: one is proactive versus reactive.
Aydin Mirzaee 11:59
Got it. And so the other thing that you havenât, I guess itâs a sub-headline, itâs âYour Guide Into the 30% Success Club.â Right? What is that? Where does the number 30% come from?
Susan Odle 12:09
Well, 70%, statistically, 70% of all change, and I will say transformation efforts fail. Itâs just itâs accepted in academia, the analyst organizations, you could go to Gartner, you can go to University of California, Berkeleyâs got a really great white paper on the topic. Gartner, as well. 70% fail. So what I have been successful at, and what Iâve now documented in the book, is a method to be in the 30% Success Club. How can you break things down pragmatically and approach problem-solving with a different mindset? The bookâs really about a mindset thatâs very pragmatic; it really encourages you to slow down and attack problems and opportunities differently so that you can actually experience results faster. So what typically tends to happen is somebody has an opportunity or a problem, they write a plan. And the next thing they do is set objectives. And they get the team marching. Youâre skipping a bunch of stuff in the middle, right? And two of the things are that leadership level is a team aligned around this opportunity, you want to go after all this problem, you want to solve it, they aligned around the things that you want to do to change. How are you measuring that? What goals? Are you setting? Whatâs the ROI? Does everybody buy in to that ROI? One of the examples I talked about is if you think about a leadership team of letâs say, five people, everybody puts their hand up and they say, Yep, Iâm on board for that. Iâll sign up to that, but they donât really mean it. And if you scratch below the surface of that, yes, Iâm on board. Typically, you may uncover some resistance. And itâs important to listen to that resistance, understand why itâs there, and work through it before you move on to strategy before you move on to objectives. So, the model slows people down. And that slowing down and aligning leadership, aligning management teams, and securing buying is what allows you to join the 30% success club. So itâs more work, but itâs better you do more work and succeed than do less work and fail.
Aydin Mirzaee 14:17
Got it. And so I feel like this idea of successful change is very important no matter what year weâre in, or what era weâre in. But obviously, nowadays, thereâs a lot of change, particularly in whatâs happening in the world of AI. Many, many companies will be disrupted. And it is time for change. I think every company needs to change in some way. So I think this is relevant to everybody whoâs listening. But do you have stories or examples from the book, like a case study of someone who did it well or someone who didnât do it? Well, that can really help drive the point. Which one would you like to hear first? Letâs start with the failures. The failures are always nice to hear.
Susan Odle 14:57
Yeah, so this one is actually a heartbreaking story. Way back when I was working for a company that had an SGML programming language, and for people that donât know what that is, it was a way for you to be able to take one instance of content, format it in such a way that you could, you could output it to HTML and to print and to CD formats from one field in a database. For example, Iâm simplifying it, but we were at the top of that market. And we were competing against Perl, which was free, open source, and we had the biggest publishers in the world. And this was SGML was a precursor to XML. And at the first XML conference in the world, our CEO got up and basically said that XML was for lightweight applications, and anybody that had complex data or significant stores of data would still rely upon SGML. And so that took the wind out of our sails, a company shrunk, we all kind of left and went to different organizations, and bring this up as an example, in that we were the leading vendor, we had amazing technology. And instead of embracing XML and changing our position, right, changing how we would play in that space, it was just rebuked as saying thatâs for lightweights. And now everybody knows what XML became, in terms of like a simple way to extend content. So thatâs an example of seeing a change in the marketplace and not responding, not slowing down to think about how we can respond to that and still be a top player in SGML, but also now being a front-runner in XML. And so thatâs an example of, you know, a failure to capture a market opportunity.
Aydin Mirzaee 16:36
Why do you think that that mistake was made?
Susan Odle 16:39
I think that, you know, again, AI is kind of parallel. Itâs kind of a parallel universe, right? You know, if you think about the data maturity model, where youâve got companies that are just trying to get to good reporting, more mature companies are leveraging predictive analytics, and really mature data companies are at the prescriptive level, itâs almost similar to that, where if in that world SGML was handling the most complex stuff up here. So, your emotional responses, why would I dumb it down? This is why a pragmatic mindset in business is really, really important, you know, versus an emotional response. So I think itâs just human nature. And our time, there was amazing, it was such a great company to work for. I donât point fingers at the founders at all. It was just an unfortunate decision at that time. But we had an amazing team and some of the leaders that I worked with have gone on to phenomenal leadership seats and top tech companies around the world.
Aydin Mirzaee 17:34
Yeah. So I think, I mean, this happens all the time. Right? Success begets complacency, which begets failure, right? And so part of it, this is a very common thing to happen.
Susan Odle 17:45
Yeah.
Aydin Mirzaee 17:45
So I guess my question is, if youâre in such a place, and youâre feeling pretty confident, and then thereâs this new thing thatâs coming out that does feel dumbed down, how do you maybe youâre not looking at the right data source? Maybe youâre blinded, but you donât know about it. Are there things that you can do to make it easier for you to be able to notice these types of things?
Susan Odle 18:07
Surround yourself with strong leaders who have a voice and maybe can help you be more pragmatic, I should say, as a leadership team. So, just to be frank, some companies are going to fail no matter what you do, right? At the end of the day, some founders and leaders, C suite, whatever, it doesnât really matter, weâll have either forward ego issues that kill a company, or subconscious ego issues that kill a company, not every company is going to succeed. Right? Thatâs just reality. But I think leaders who are open to checking themselves right and making sure that theyâre not saying things that are problematic from a market point of view, I would encourage them to surround themselves with people who are strong enough to have a voice. And weâll hold each other, not just the founder or CEO, but hold each other to account to take a pause, right? Itâs one of those things like if you can pause, even if itâs just for a day when something crazy happens, pause, come back together as a team and have a really transparent conversation about what just happened, whatâs just occurred, what should we do? Just that delay can prevent you from having an emotional statement that could affect your market permanently.
Aydin Mirzaee 19:23
Hey everyone, just a quick pause on todayâs episode to tell you about a new feature that I am so excited about. Weâve been working on this one for quite a while and excited to announce it to the world. Weâre calling it Meeting Guidelines. So thereâs all these things that people already know they should do when they organize a meeting. So for example, you should make sure that you shouldnât invite too many people or if youâre booking a recurring meeting, you probably want to put an end date on that meeting. Or if youâre going to invite someone to a meeting. You should probably you know if they have more than 20 hours of meetings that week, maybe be a little bit more considerate and ask Should I really invite that person to the meeting. So thereâs a bunch of these sorts of things that you might even know about. But what happens somehow in larger organizations is that people forget all of these things. And so thatâs why we built this feature called Meeting Guidelines. Itâs super easy to use, itâs a Google Chrome extension. So if you install it, what will happen is, it will integrate with your Google Calendar. And that way, whenever anyone within your company is about to book a meeting, these Meeting Guidelines will show up and make sure that people know and take a second look at that meeting that theyâre about to book and make sure that it adheres to these guidelines. So if you want to book or within your company, have a no meeting day, or if you want to make sure that every meeting has an agenda in advance before itâs booked. So all the different sorts of guidelines that you may want. And theyâre all obviously highly configurable, because every company is going to be slightly different. But this is the first time that there is a way that you can get an entire organization to change their meeting behavior. Itâs something that weâve been working on for a very long time, super proud to announce it to the world. Itâs called Meeting Guidelines. If youâre interested in checking it out, weâd love for you to do that and give us feedback. You can get to it by going to Fellow.app/guidelines. Again, thatâs Fellow.app/Guidelines. Check it out. And let me know what you think.
Aydin Mirzaee 21:30
Yeah, it is very interesting. And thereâs a lot of parallels to whatâs going on in the world these days. And again, like the more successful you are, the more you may run into this situation. And so yeah, Iâd love to maybe also talk about the success case study.
Susan Odle 21:44
Sure. So I mean, Iâve had a few of them, the one thatâs closest to timing. Now, I had a couple of founders for a large services company that really needed to turn around EBITDA performance, in order to realize some of the financial returns on their plan, Iâll just leave it at a high level. And so we had a two year opportunity just back up for a second, they had a three year window to take EPA from a certain percentage up to another percentage, and there was a definite incentive to do that. The first year, it did not happen. And so they called me in and asked if I would come in and help. And so we were able to turn things around in the first six months of my engagement, where we exceeded the number in year two and year three. And the way that we did this, number one, I said, Look, if Iâm going to come in, and I need to run the entire professional services team, I canât just run the silo because weâre going to lose too much time, in terms of like negotiating back and forth. And so I brought the management team together. And I did an audit of tracing $1 through the business, from the cradle to the grave, not the top-of-the-funnel marketing, but our cost of sale to close a deal. And then what happened with that contract when it was signed, what happened after that, and we identified revenue leaks along the back end that were systemic, so they werenât 10s of 1000s of dollars per revenue leak, they were transactional, but when you added them up, it was significant. And so we just focused on plugging those leaks. And that transformed our bottom line within six months. And so it was challenging. We had a lot of people in different functions to push back and said, youâre just creating busy work for us, youâre slowing down this process or that process. And we we really had to be strong in our commitment to what we were doing because we knew it would work. And we worked on buying along the way. And like I said, we had the leadership team, total buy in, management team 80% bought in, we lost a couple of people who didnât believe in it, they quit. And then we had people outside of the team that were resisting it. By three months into the change, people stopped complaining because it started to become the new norm. And we saw a spike in EBITDA, and it kept on growing. And so that case studies detailed in the book, Iâm very proud of that it was during a tough time in our economy. And we literally had two years to get it done. And we did by just breaking it down, focusing on where, if we plug this leak, whatâs the ROI going to be on the bottom line, and then you prioritize them. And as you get through one and you go after the next one, you go after the next one. So you canât go after everything all at the same time. You do have to focus on that prioritization and execution.
Aydin Mirzaee 24:23
You know, one question I have about this is that when you run into such a situation where you have a problem like this, and maybe itâs been ongoing for a while, does it become difficult for the people who are at that company to actually solve that problem? Because theyâre so used to the way that things are? Do you almost always have to get an external party, whether itâs a fresh new hire, whether itâs you know, a consulting firm, just the ability of people to solve things like this themselves?
Susan Odle 24:49
That essentially the premise for my business is I actually believe that itâs important for staff to own the problem. Now, the team thatâs in place may not have all of the skills because maybe they havenât done it before. And so if they havenât, maybe youâve given the team six months and youâre not seeing the results, maybe itâs even been a year, then you should bring in external help. But I think itâs the wrong thing to do, to bring in a consultant and say, Itâs your problem to solve, because then when the consultant leaves, those skills are not left behind. So I believe in, for example, bringing in someone like myself to work with the team, but theyâre the RACI, an accountable person on staff that owns it. And my job is to give them the guidance and lean in and help them develop the skill. So the next time a problem comes around, they can do it on their own. I think thatâs important.
Aydin Mirzaee 25:40
And what kind of things did you learn about getting the buy-in from the team to make the change? And what were the conversations like for those that didnât end up staying with the company?
Susan Odle 25:51
Yeah, so Iâm very evidence-based. So Iâm not an engineer by trade or education, Iâm a business person, but Iâm very comfortable with technology, I can get into the weeds pretty deep. And so I think you have to lead with evidence. So when youâre trying to get buy-in at whatever level or stage of change, you should be coming to the table with evidence that youâve thought through it, that these are the ideas that you have, and these are the results that you think you can get from it. And if you can base that off of data thatâs available in the business, right and present, that it makes the conversation so much easier, youâre actually removing barriers to buy-in, and even barriers to people being defensive, when youâre having the conversation based on evidence. So I would say 100%, the more you can behave in any function in the business, at every level, the more you can carry yourself through the lens of evidence-based management and leadership, the more effective youâre going to be, the faster youâre going to get things done.
Aydin Mirzaee 26:48
And so when there is no evidence because youâre just getting started, itâs evidence about why the thing that youâre working on isnât working and just showing numbers as to why we need to change something.
Susan Odle 26:59
Yeah, I mean, unless youâre a startup, thereâs lots of evidence. Thereâs your CRM data, thereâs your ERP data, thereâs your customer success data, thereâs tons of data available thatâs connected to your function in some way and your problem. I mean, if you canât find data to support the premise for either an opportunity or a problem youâre solving, then youâre thinking up a problem that youâre wasting time on. Right? The data that when I say data, itâs just the data that youâre managing already, that brought together to answer questions is going to provide some degree of a path, or evidence or cause and effect.
Aydin Mirzaee 27:36
Right and at some level, so once youâve proven that this is an issue, we need to do something about it, itâs important to get everybodyâs attention on it. At some point, youâre going to propose a solution as an external person coming into an organization. And I guess thatâs the part that also needs buy-in. And I suppose the people that left the organization were talking about they probably I assume, werenât on board with the solution being proposed, right?
Susan Odle 28:03
Yeah. Well, let me just give you, like, make it really evident. One of the people that left. Great guy; he was a member of the data team. And he actually came to me and said, Look, based on our historical numbers, itâs mathematically impossible to hit the targets. I guess it canât like, Iâve got years of data that saying, This line should be growing, this one should be coming down, and the other line should be going up. And I see no evidence of that. And thatâs why he left because he was relying on the numbers alone. Well, surely, if we continue to do things, exactly the way that we were doing them than he was right, itâs not that he was wrong. He just didnât believe that we could change the way we were doing things, right? So youâre gonna lose some people. But I think transparency and conversations, like having really honest conversations with everybody appropriate to their role within the business, is what gets you through. And we maintain, Iâm not sure what the number is, but it was definitely above 80% of the management layer stayed through the process till the very end.
Aydin Mirzaee 29:03
Got it. And so if you were to kind of boil it down, so you would say that the biggest mistake that people make is they donât get the alignment and buy-in from their team. So if you do that, if you get the alignment and buy-in for your team for a big change thatâs happening. Are you set? Is that the only piece of the puzzle in order to be able to succeed?
Susan Odle 29:22
No, no. So accountability, whoâs RACI, and you know, you can have RACI at different levels within that team. So at an executive level, you should have a RACI at a management level, you might have multiple RACI, depending on how big the changes. So, there has to be accountability. And the second thing is timeline. Having goals without time, a time and a deadline is like having a great idea. So timelines are really important. And you know, if their stretch goals, maybe 70% of the time youâre going to hit them and maybe the other 30% theyâre going to be a month or two late, maybe even occasionally a quarterly, but youâre driving towards that date is really important. And itâs itâs surprising how many organizations are not disciplined. They donât take timelines seriously. So alignment by accountability and timeline.
Aydin Mirzaee 30:10
Got it. And this notion of operationalizing change, what does that mean? Is it basically what we just talked about in just determining the timeline and whoâs accountable and getting buy-in?
Susan Odle 30:24
So no, change management is sort of a broader category of change, change management is very much like a sister to project management, theyâre very closely tied. Change management is more, I want to say tactical or prescriptive, operationalizing change is transformative. And itâs more closely linked to top-line revenue growth and bottom-line profitability. So youâre systemically changing the way a company is going to function in a certain thing, that typically is going to affect more than one function, it might only affect one, but you are like permanently changing the way a company operates in a certain way. So I would say, no change management is tactical, more project based operationalizing change is transformative and helps drive growth, top line revenue and bottom line profitability.
Aydin Mirzaee 31:14
Do you have an example or story that we could talk about that outlines why theyâre different?
Susan Odle 31:20
So even within the example I gave you about the EBITDA turnaround that we needed to have happen in two years, there was one particular big process in the flow of $1 through the business that we had to turn on its head because it was taking, we had valuable resources that were not being covered by customer dollars, right. And so we needed to change that one function. Change management, so the tactical piece was, we had a PM on the project that went in, and worked with the business analysts that would go and secure resources, went in and changed how that flow happened, we actually had it built into some of the tooling that we had to allocate those resources. So identifying and saying that weâre no longer going to do this major function in this way is operationalizing the change and getting the buy-in of the organization to say weâre not going to do that anymore. Change management is a tactic of going into the tooling to make the process different. Does that make sense?
Aydin Mirzaee 32:22
Yeah, so one is definitely much more close to the ground. And the other one is more strategic.
Susan Odle 32:28
Yes. However, though, whatâs critical about that is they cannot exist on two planes, right, thereâs got to be an absolute connection between the strategic and the tactical, those two things have to be very much connected. So you canât say Iâm going to change the strategic thing. But actually, the operation doesnât have the tools, people, or, or resources to actually execute on them. So thatâs where I say, you know, donât move so fast. Because if the organization canât absorb that strategic change, then youâre, youâre done anyway.
Aydin Mirzaee 32:58
Got it. And to tie things back to the beginning of the conversation, when we talked about focusing on the objectives and not too much on detail. How does that if we were to tie these two things together? When youâre trying to operationalize some sort of organizational change? How do you effectively do that, without getting into that, hey, we need to change this process like this, and just getting very much into the weeds.
Susan Odle 33:21
So, in the method thatâs in the book, thereâs a five-gate framework, and it is intended to address that question that you just asked. So gate one is all about the why youâre doing this thing that you want to do. What is it youâre asking leadership to get behind and support? And why should they do it? Why should they care? And so, you need to nail that and gain alignment and buy-in from the leadership team before you move on to gate two, which is what is a measurable ROI? Whatâs my goal? If leadership does this? What am I going to give them back? And who is accountable for delivering that goal? Because if leadership doesnât believe in the whew, theyâre probably not going to say yes, right. So, Iâm still not doing the details yet. Iâve high level Iâm communicating the why you my elevator pitch is solid, I stated in ROI, they have full confidence in whoâs going to be accountable. Now, Iâm going to shift to a collaborative approach with my management team, which is strategy. So strategy should never be tucked down dictated, because who has to implement it managers in the frontline. So gate three is execution strategy, which should be led by management with support and buy-in from their leader. And that is when youâre going to say this is what Iâm going to do. This is where Iâm going to do it. This is how Iâm going to do it and get buy-in again, buy-in from the management team. When you get through that now, youâre gonna get to objectives, which are your quarterly measurable outcomes that youâre going to review on a quarterly basis, and then you get to sustainability at the end. So itâs a very itâs not common cated, but do not pass go until youâve done the work at each gate. And that will help you avoid writing a book of something. If you imagine writing objectives and gate one, then you take it to management. And theyâre like, that makes no sense. We donât even do half of that within this team. So, you want that third gate of execution to be a real collaborative effort with your management team.
Aydin Mirzaee 35:21
Yeah, and I also just want to emphasize that the things that weâre talking about, weâre talking about change management. But I think the same five-gate framework applies to basically most projects that happen within a company. So if youâre going to your manager, youâre going to the CEO, and youâre saying, Hereâs my objectives. But there isnât even alignment on what the main objective of your function is. And then you spend a whole bunch of time get into a bunch of detail level, then thatâs a situation thatâs going to lead to disappointment. I think, starting with the why, the who, all the things that you said apply to much more than just changing an organization.
Susan Odle 35:58
Well, edition two of this book might remove the word change management, because itâs not, youâre absolutely right, itâs not just change management. Itâs even like your strategy, the method. It is not a change management framework. Aydin, it is a mindset framework. Itâs how you think about what youâre going to spend your time on. You can even apply it to your personal life. If you have a really bad home situation, your marriage is terrible. You need to get out of it. Youâve been in this marriage for ten years. And itâs scary to think about how youâre going to get out of out of the situation. Well, why do you want to leave? Right? Whatâs your goal? Do you want to be out in six months? Whatâs your strategy? Well, Iâll take a year to do this and set myself up in this way. Like it literally is a mindset framework to help you think rationally and pragmatically about how to capture an opportunity, or how to solve a problem, or how to implement a plan.
Aydin Mirzaee 36:50
Yep. This has been an awesome conversation weâve talked about so much, starting with, obviously, change management, but extending to all aspects of life. And I like your idea of this is just a mindset and just an approach of how should I spend my time. And yeah, this has been an awesome conversation. The question that we always like to end on to is for all the managers and leaders constantly looking to get better at their craft. Are there any final tips, tricks or words of wisdom that you would leave them with?
Susan Odle 37:19
Be human, number one, it doesnât matter if youâre a manager, a director, or VP, a C level. Youâre gonna get so much farther if you just treat the other person sitting with you. And I always say, Sit beside your people, donât sit across the table from them. Just treat them like another person youâre having a conversation with, be curious, learn, be open to learning, be open to understanding their position, listen, and work with them. Number one. So be human, be kind and sit beside your team, donât be a dictator down. And then be evidence-based as much as you can. So if you have a good idea, do the work to understand, okay, how is my idea actually relevant, relevant to this business, right? And at the end of the day, a business is about growth. And eventually, itâs about profitability. So, is your idea going to help drive growth or profitability? If it is, then if itâs just a nice to have, probably donât waste your time on it. You know, I think just be pragmatic and understand that it is a business and be human, be kind and be collaborative.
Aydin Mirzaee 38:19
Itâs great advice and a great place to end it. Sue, thanks so much for doing this.
Susan Odle 38:23
Itâs been a pleasure, great conversation. Thanks so much Aydin.
Aydin Mirzaee 38:27
And thatâs it for today. Thank you so much for tuning into this episode of the Supermanagers podcast. You can find the show notes and transcript at www.Fellow.app/Supermanagers. If you liked the content, be sure to rate, review, and subscribe so you can get notified when we post the next episode. And please tell your friends and fellow managers about it. Itâd be awesome if you can help us spread the word about the show. See you next time.
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