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HOW TO LEAD
THE **** OUT OF CHANGE
 A toolkit to make ideas happen

                   1st Edition
           Created by Melissa Dutmers




    IDEA          CONNECT               MARKET
ARE YOU
                                            LOOKING
                                            TO...
                                            Make ideas actually happen? Take
                                            an idea from spark through to
                                            implementation? Make a big bold
                                            change in your organization? Bring an
                                            innovative idea to the forefront and turn
                                            it into a reality?


HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                <<   2 / 14   >>
THIS
                                            TOOLKIT
                                            WAS MADE
                                            FOR YOU.
                                            It contains elements from a multitude of disciplines, including influence
                                            theory, ethnography, systems thinking, neuroscience, design thinking,
                                            change management, leadership, horsemanship, Buddhism, and so on.
                                            Beneath the ‘how to’ practices in this book lies an insistence on the
                                            value of interdisciplinary thinking, and the assertion that human-
                                            centered design, as a way of solving problems and leading change to
                                            realize results, should take high priority in both the structure, values,
                                            and culture of an organization.



HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                          <<    3 / 14    >>
WHY LEARN
                                            TO LEAD
                                            CHANGE?
                                            There doesn’t seem to be a shortage of
                                            ideas. What’s missing is an awareness,
                                            a consciousness, to make ideas happen.
                                            Learning to lead change is about making
                                            ideas happen–transforming ideas into
                                            actionable steps. It can help you see a
                                            path from spark to implementation. It can
                                            increase the speed and effectiveness of
                                            creating change that matters.
                                            Let’s get started.
HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                <<   4 / 14   >>
CONTENTS                             INTRODUCTION
                                            How to use this toolkit
                                            PART 1: SETTING THE STAGE
                                                  The Surface Level Formula
                                                  Wait. Stop.
                                                  The Overview: Idea+Connect+Market Methodology
                                            PART 2: IDEA SHAPING
                                                  Identify
                                                  Understand
                                                  Shape
                                                  Approve
                                            PART 3. IDEA CONNECTION
                                                  Hear
                                                  Create + Prototype
                                                  Pilot
                                                  Plan
                                            Part 4. Idea to Market
                                                  Implement
                                                  Monitor
                                                  Reinforce
                                                  Sustain
                                            Final Notes
                                            Acknowledgements
                                            What Now

HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                    <<   5 / 14   >>
INTRODUCTION
                                            It’s clear to me that making ideas happen and leading change is the most
                                            important skill—for organizations, governments, communities, and as
                                            individuals. So I’m fascinated by change.


    What you must                           I used to think that realizing successful

    do is create                            change was about securing executive
                                            sponsorship, creating a ‘burning platform’,
    generous art,                           building a guiding coalition, and following
    gifts that change                       a structured change management process
                                            (plus a slew of other “best practices”).
    people, connect                         B-O-R-I-N-G corporate speak.
    with people, lead
                                            Yes, leading change is all that business jargon, and it’s so much more! I assure
    with people,                            you, this book is not yet another conventional book on change management
    make change that                        that regurgitates what’s already been written, and written again, and again,

    matters.                                and again...

    Seth Godin on Being Indespensable,      This book imbues much needed creativity into a stagnant field of change
    BusinessWeekOnline
                                            management, injects a big dose of collaboration into what it means to lead


HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                               <<     6 / 14     >>
If you’re                            change, and infuses some serious moxie in how to make ideas happen and
                                            lead change in the real world. This book is not a compilation of academic
       looking for                          theory and corporate speak and I have no intention of delivering you a huge
       conventional                         binder of templates and assessments that you’ll never look at again. I’m

       prose on                             going to deliver you a book that shows you how to take your ideas from spark
                                            through to implementation and teach you how to think critically and use your
       leading change,                      intuition (right brain + left brain) to connect and inspire as you go. If you’re
       read Kotter.                         looking for conventional prose on leading change, read Kotter.

                                            Leading Change by John P. Kotter is one of the most important change
                                            management books ever. And it’s a great start. But it’s only a start.

                                            I’m not saying that the field of change management doesn’t matter. It does.
                                            I’m just saying that most changes require a much deeper understanding of
                                            what it takes to connect with the people. Leading change is about assembling
                                            and connecting, listening and designing, and interacting with a group of
                                            people on a mission. Leading change is creating a movement.

                                            The activities and outcomes in this process are exploratory with the intent
                                            to uncover the best way to design an idea, to design a change, so that those
                                            impacted or those targeted actually want to experience the solution. This is
                                            the big difference between conventional change management thinking and
                                            what I propose here. I don’t want to deliver you a process where a primary



HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                               <<    7 / 14      >>
deliverable is, “Create a Resistance Management and Corrective Action Plan.”
                                            That is one of the silliest pieces of business jargon. The idea of resistance
                                            management is that people only change when they’re scared. But fear, as
                                            an emotion, creates tunnel vision. Tunnel vision is devastating in times of
                                            change. Fear is the worst motivator because it makes people dig their heals
                                            in and work harder at what they did in the past.

                                            The foundation of this process is a fundamental belief that we can design
                                            change, design ideas, that people understand, talk about, willingly adopt, and
                                            even celebrate. Get the change right, get the design right, and the people will
                                            follow.


       When I started writing down my How to Lead Change process,
       I knew I wanted to share the steps with people who wanted an
       unconventional perspective, a deeper look, and a fresh holistic
       view on how to realize successful change.
                                            I hope to show how leading change can be extended in new ways to impact
                                            changes that are equal to the challenges we face. That’s my challenge. That’s
                                            your challenge. That’s our challenge. The leaders will be those that figure it
                                            out.




HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                               <<    8 / 14     >>
Leading change, taking ideas from spark through to implementation, is a
                                            creative process that takes practice. I’ve come to realize that I have created
                                            a resource for anyone who has an idea or sees a need for change to do
                                            something about it. Any project. Any business. Any undertaking.

                                            The material is geared towards businesses of all sizes, but it’s applicable to
                                            non-profits, governments, ANYONE trying to transition from thinking about
                                            an idea to actually making it happen. This book is for anyone who chooses
                                            to lead change. The possibilities are huge.


     Innovation always falls right between the
     BIG IDEA and the ability to put that idea
     into action. idea couture
                                            You’re holding, in your hands —or your hard drive — a tool. A tool to lead the
                                            **** out of change. Go forth and be remarkable. We need you.




HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                                <<    9 / 14   >>
HOW TO USE THIS TOOLKIT
                                            This process is broken into a set of phases and tools. This is so you can pick
                                            and choose what works best for your context and situation. Use it alone or
                                            along with other methods you use in your organization.

                                            There is no “one best way” to move through this process. There are useful
                                            starting points and helpful landmarks along the way, but the continuum of
                                            leading change is best thought of as system of overlapping spaces rather
                                            than a sequence of orderly steps. The reason for the iterative, nonlinear
                                            nature of leading change is not that I’m encouraging you to be disorganized
                                            or undisciplined but that leading change is fundamentally an exploratory
                                            creative process: done right, you will make unexpected discoveries along the
                                            way, and it would be foolish not to find out where they lead. For example,
                                            you may choose to pilot an idea, you may come across insights that inspire
                                            you to rethink and refine your assumptions rather than press onward in
                                            adherence to the original plan. Consider this story and you choose how to
                                            use this toolkit....

                                            My horse riding coach always says to me,



                                                 “You’ve got to feel it!”
HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                                <<    10 / 14   >>
In other words, she’s telling me that not everything can be spelled out in
                                            black and white when you’re working with horses — you’ve got to feel it!
                                                                                           The same holds true for leading
                                                                                           change. You can read volumes
                                                                                           of books on riding horses or
                                                                                           leading change and still not
                                                                                           have a clue. No one can teach
                                                                                           you how to feel it. You have to
                                                                                           figure it out. The good news is
                                                                                           that time in the saddle helps,
                                                                                           mistakes teach, practice works.
                                                                                           Hard work leads to competence.
                                                                                           Competence leads to self
                                                                                           confidence. And then you begin
                                                                                           to trust yourself and the light in
                                                                                           your eyes gets brighter and you
                                                                                           get really good at what you’re
                                                                                           doing. And so it goes, you take
                                                                                           on tougher challenges, bigger
                                            change, and as a student of life, you pay attention. You practice. You observe.
                                            You fail. You blow it. You adjust. And you go on livin’ and learnin’ and you get
                                            more courageous every day.




HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                                <<     11 / 14    >>
IN CASE WE HAVEN’T MET BEFORE
                                            A quick introduction.
                                            You can read a longer version here, but in short, I am a writer and
                                            entrepreneur. I’m happily married to ‘the fisherman’ and we live in a lovely
                                            town called Fort Collins, located on the front range of the Colorado Rocky
                                            Mountains. When I’m not online or riding my horse, Mr. Pi, I enjoy dining
                                            in Old Town, sipping New Belgium brews, playing with our dogs, running,
                                            admiring old barns, and well, just livin’.

                                            Prior to founding RIVERFORK, I worked deep in the guts of the high-tech
                                            corporate world for 15 years. I’ve also taught change management courses
                                            for training and consulting firms, which is part of the reason I started my
                                            company. I wanted to help people lead change in work+life — better.

                                            My mission now is to help people design+manage+lead change in their work
                                            & life on their own lovely, messy, courageous terms! If we haven’t connected
                                            before, I’d love for you to join me on this journey.

                                            Cheers!

                                            Melissa
HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                              <<    12 / 14   >>
THE OVERVIEW
                                            Recall what I noted earlier about how to use this toolkit. Although the
                                            overview picture on the following page is linear, open up your mind and
                                            think of it as a map of helpful landmarks. Use these beacons as a compass
                                            to see where you’re at and where you need to be. Don’t get hung up on ‘the
                                            process.’ Sometimes you’ll revisit spots. Other times you will skip steps. Allow
                                            yourself the freedom to make unexpected discoveries along the way. Use this
                                            toolkit in conjunction with other tools that work for you. Fold these ideas
                                            into your quiver of tools. Leading the **** out of change starts with a spark,
                                            a hunch, and is broken down into three phases:

                                                 1) Idea Shaping: the idea or change that motivates a search for a
                                                 solution; the steps to get your idea in front of the right people and to
                                                 shape your story in a way that inspires decision makers to care.
                                                 2) Idea Connection: the process to establish deep, holistic
                                                 understanding of your customers; to visualize possibilities, design,
                                                 prototype, and refine solutions to match people’s needs with what is
                                                 feasible and viable.
                                                 3) Idea to Market: the path that leads from the project room to
                                                 the customers; the steps to bring your idea to reality and to lead the
                                                 change.


HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                                                               <<     13 / 14    >>
THE OVERVIEW




                  IDEA                           CONNECT   MARKET
                 Identify                          Hear    Implement
               Understand                         Create    Monitor
                   Shape                           Pilot   Reinforce
                 Approve                           Plan     Sustain


HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK                   <<    14 / 14   >>

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How To Lead the **** Out of Change Ebook. A sample.

  • 1. HOW TO LEAD THE **** OUT OF CHANGE A toolkit to make ideas happen 1st Edition Created by Melissa Dutmers IDEA CONNECT MARKET
  • 2. ARE YOU LOOKING TO... Make ideas actually happen? Take an idea from spark through to implementation? Make a big bold change in your organization? Bring an innovative idea to the forefront and turn it into a reality? HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 2 / 14 >>
  • 3. THIS TOOLKIT WAS MADE FOR YOU. It contains elements from a multitude of disciplines, including influence theory, ethnography, systems thinking, neuroscience, design thinking, change management, leadership, horsemanship, Buddhism, and so on. Beneath the ‘how to’ practices in this book lies an insistence on the value of interdisciplinary thinking, and the assertion that human- centered design, as a way of solving problems and leading change to realize results, should take high priority in both the structure, values, and culture of an organization. HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 3 / 14 >>
  • 4. WHY LEARN TO LEAD CHANGE? There doesn’t seem to be a shortage of ideas. What’s missing is an awareness, a consciousness, to make ideas happen. Learning to lead change is about making ideas happen–transforming ideas into actionable steps. It can help you see a path from spark to implementation. It can increase the speed and effectiveness of creating change that matters. Let’s get started. HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 4 / 14 >>
  • 5. CONTENTS INTRODUCTION How to use this toolkit PART 1: SETTING THE STAGE The Surface Level Formula Wait. Stop. The Overview: Idea+Connect+Market Methodology PART 2: IDEA SHAPING Identify Understand Shape Approve PART 3. IDEA CONNECTION Hear Create + Prototype Pilot Plan Part 4. Idea to Market Implement Monitor Reinforce Sustain Final Notes Acknowledgements What Now HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 5 / 14 >>
  • 6. INTRODUCTION It’s clear to me that making ideas happen and leading change is the most important skill—for organizations, governments, communities, and as individuals. So I’m fascinated by change. What you must I used to think that realizing successful do is create change was about securing executive sponsorship, creating a ‘burning platform’, generous art, building a guiding coalition, and following gifts that change a structured change management process (plus a slew of other “best practices”). people, connect B-O-R-I-N-G corporate speak. with people, lead Yes, leading change is all that business jargon, and it’s so much more! I assure with people, you, this book is not yet another conventional book on change management make change that that regurgitates what’s already been written, and written again, and again, matters. and again... Seth Godin on Being Indespensable, This book imbues much needed creativity into a stagnant field of change BusinessWeekOnline management, injects a big dose of collaboration into what it means to lead HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 6 / 14 >>
  • 7. If you’re change, and infuses some serious moxie in how to make ideas happen and lead change in the real world. This book is not a compilation of academic looking for theory and corporate speak and I have no intention of delivering you a huge conventional binder of templates and assessments that you’ll never look at again. I’m prose on going to deliver you a book that shows you how to take your ideas from spark through to implementation and teach you how to think critically and use your leading change, intuition (right brain + left brain) to connect and inspire as you go. If you’re read Kotter. looking for conventional prose on leading change, read Kotter. Leading Change by John P. Kotter is one of the most important change management books ever. And it’s a great start. But it’s only a start. I’m not saying that the field of change management doesn’t matter. It does. I’m just saying that most changes require a much deeper understanding of what it takes to connect with the people. Leading change is about assembling and connecting, listening and designing, and interacting with a group of people on a mission. Leading change is creating a movement. The activities and outcomes in this process are exploratory with the intent to uncover the best way to design an idea, to design a change, so that those impacted or those targeted actually want to experience the solution. This is the big difference between conventional change management thinking and what I propose here. I don’t want to deliver you a process where a primary HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 7 / 14 >>
  • 8. deliverable is, “Create a Resistance Management and Corrective Action Plan.” That is one of the silliest pieces of business jargon. The idea of resistance management is that people only change when they’re scared. But fear, as an emotion, creates tunnel vision. Tunnel vision is devastating in times of change. Fear is the worst motivator because it makes people dig their heals in and work harder at what they did in the past. The foundation of this process is a fundamental belief that we can design change, design ideas, that people understand, talk about, willingly adopt, and even celebrate. Get the change right, get the design right, and the people will follow. When I started writing down my How to Lead Change process, I knew I wanted to share the steps with people who wanted an unconventional perspective, a deeper look, and a fresh holistic view on how to realize successful change. I hope to show how leading change can be extended in new ways to impact changes that are equal to the challenges we face. That’s my challenge. That’s your challenge. That’s our challenge. The leaders will be those that figure it out. HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 8 / 14 >>
  • 9. Leading change, taking ideas from spark through to implementation, is a creative process that takes practice. I’ve come to realize that I have created a resource for anyone who has an idea or sees a need for change to do something about it. Any project. Any business. Any undertaking. The material is geared towards businesses of all sizes, but it’s applicable to non-profits, governments, ANYONE trying to transition from thinking about an idea to actually making it happen. This book is for anyone who chooses to lead change. The possibilities are huge. Innovation always falls right between the BIG IDEA and the ability to put that idea into action. idea couture You’re holding, in your hands —or your hard drive — a tool. A tool to lead the **** out of change. Go forth and be remarkable. We need you. HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 9 / 14 >>
  • 10. HOW TO USE THIS TOOLKIT This process is broken into a set of phases and tools. This is so you can pick and choose what works best for your context and situation. Use it alone or along with other methods you use in your organization. There is no “one best way” to move through this process. There are useful starting points and helpful landmarks along the way, but the continuum of leading change is best thought of as system of overlapping spaces rather than a sequence of orderly steps. The reason for the iterative, nonlinear nature of leading change is not that I’m encouraging you to be disorganized or undisciplined but that leading change is fundamentally an exploratory creative process: done right, you will make unexpected discoveries along the way, and it would be foolish not to find out where they lead. For example, you may choose to pilot an idea, you may come across insights that inspire you to rethink and refine your assumptions rather than press onward in adherence to the original plan. Consider this story and you choose how to use this toolkit.... My horse riding coach always says to me, “You’ve got to feel it!” HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 10 / 14 >>
  • 11. In other words, she’s telling me that not everything can be spelled out in black and white when you’re working with horses — you’ve got to feel it! The same holds true for leading change. You can read volumes of books on riding horses or leading change and still not have a clue. No one can teach you how to feel it. You have to figure it out. The good news is that time in the saddle helps, mistakes teach, practice works. Hard work leads to competence. Competence leads to self confidence. And then you begin to trust yourself and the light in your eyes gets brighter and you get really good at what you’re doing. And so it goes, you take on tougher challenges, bigger change, and as a student of life, you pay attention. You practice. You observe. You fail. You blow it. You adjust. And you go on livin’ and learnin’ and you get more courageous every day. HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 11 / 14 >>
  • 12. IN CASE WE HAVEN’T MET BEFORE A quick introduction. You can read a longer version here, but in short, I am a writer and entrepreneur. I’m happily married to ‘the fisherman’ and we live in a lovely town called Fort Collins, located on the front range of the Colorado Rocky Mountains. When I’m not online or riding my horse, Mr. Pi, I enjoy dining in Old Town, sipping New Belgium brews, playing with our dogs, running, admiring old barns, and well, just livin’. Prior to founding RIVERFORK, I worked deep in the guts of the high-tech corporate world for 15 years. I’ve also taught change management courses for training and consulting firms, which is part of the reason I started my company. I wanted to help people lead change in work+life — better. My mission now is to help people design+manage+lead change in their work & life on their own lovely, messy, courageous terms! If we haven’t connected before, I’d love for you to join me on this journey. Cheers! Melissa HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 12 / 14 >>
  • 13. THE OVERVIEW Recall what I noted earlier about how to use this toolkit. Although the overview picture on the following page is linear, open up your mind and think of it as a map of helpful landmarks. Use these beacons as a compass to see where you’re at and where you need to be. Don’t get hung up on ‘the process.’ Sometimes you’ll revisit spots. Other times you will skip steps. Allow yourself the freedom to make unexpected discoveries along the way. Use this toolkit in conjunction with other tools that work for you. Fold these ideas into your quiver of tools. Leading the **** out of change starts with a spark, a hunch, and is broken down into three phases: 1) Idea Shaping: the idea or change that motivates a search for a solution; the steps to get your idea in front of the right people and to shape your story in a way that inspires decision makers to care. 2) Idea Connection: the process to establish deep, holistic understanding of your customers; to visualize possibilities, design, prototype, and refine solutions to match people’s needs with what is feasible and viable. 3) Idea to Market: the path that leads from the project room to the customers; the steps to bring your idea to reality and to lead the change. HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 13 / 14 >>
  • 14. THE OVERVIEW IDEA CONNECT MARKET Identify Hear Implement Understand Create Monitor Shape Pilot Reinforce Approve Plan Sustain HOW TO LEAD THE **** OUT OF CHANGE • RIVERFORK << 14 / 14 >>