How to make culture your M&A secret weapon

Alex Amsden explores how organizations can focus on their people and realize the successful promise of a merger and acquisitions integration.
November 9, 2022
5
min read
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Updated April 2025

More is at risk now than ever in the world of mergers and acquisitions. According to a 2024 report by Fortune, which analyzed over 40,000 M&A deals spanning 40 years, 70-75% of these transactions ultimately fail.

What makes most M&A integrations fall short of expectations? More often than not, the challenge is the people and culture. People are the way business objectives will be met, cost reductions will be achieved, and the promise of the new organization will be realized in the timeframe promised. Often, the assumption going in is that people will somehow go along to get along during an M&A because so much is at stake. The reality is much different.

When people can’t see themselves fitting into an integrated culture, they assume they can’t or won’t succeed. As a result, they leave and take their talent and knowledge with them. Or they passively resist integration and cling to their legacy ways of working and thinking. This leaves the organization scrambling to find new talent with the right expertise. They face friction in the system, slowing progress towards goals.

Let’s be realistic. There are millions of details, considerations, and decisions to make after the decision to acquire a new company. Like the transaction itself, those details can feel structural, policy and process focused. They are driven by operational synergies that have been promised to shareholders as part of the deal. It is not that M&A integrations do not focus on people and culture. They just leave the people and culture challenge until much until too late in the integration process when the business is already facing problems.  

The three biggest people and culture missteps that derail M&A success

At a very basic level, the biggest people and culture-related M&A integration missteps fall into three buckets.

1. Over rotation on first impressions of synergies with the other company.

Humans have an amazing tendency to become so committed to an action that they don’t see problems or differences. In an integration, we see leaders move forward under the assumption that both companies have the same operational processes. Many leaders even assume that organizations use the same language and fail to look below the surface at the embedded mindsets driving behavior. It’s no wonder that clashes happen.

In our work with one global network infrastructure company knee-deep in the M&A process, both companies used the term “escalation” during decision-making. However, one company escalated decisions to manage risk. The other company escalated all decisions based on a certain level of historical criticality. The new, much larger post-integration company required faster decision making to keep up with shifting customer expectations. To get decision making right, it was critical for the organizations to address the disconnect on the meaning of “escalation” and its implication for the decision-making process. Otherwise, this difference in language would have become a major hindrance to executing at scale together.

2. The assumption that only one company has to change.

In an integration, leaders often assume that if their entity is the acquirer, they remain safe from massive change. That’s not true. An integration will always cause flux. Assuming the acquirer will not experience change is naïve. It causes significant lost time and money as managers have to learn to operate at new scale, lead new employees and teams, and integrate new assets and offerings into their operations.

3. The belief that a change in information will result in a change in behavior.

This is rarely the case in practice. Research shows that people engaged in the process of integration, such as providing input into the future direction and determining the “how” around processes and defining supporting actions, are much more likely to engage in and own the new direction.  

Take action: three steps to make culture your M&A secret weapon

The solution to these concerns is to make sure that your people, culture, and strategy are clearly aligned and strategically considered from the beginning of the M&A process. Below are three steps to help organizations focus on their people so they can realize the successful promise of an impending integration.

  1. Pin down potential cultural derailers early
    Culture is the deeply held organizational mindsets that shape organizational identity and how people in the organization do things. Up front, you need to prioritize the effort to uncover, analyze, and understand the mindsets in the two organizations. This enables your leaders to make conscious decisions about the best ways to achieve the company’s new integrated goals and serve customers. To do this, engage people at all levels of the organization to provide a rich and human picture of how the companies operate. Company culture is experienced differently by each level of the organization, function, and region. Be honest in your observations. One company is not all right and the other all wrong. And often, the analysis shows that one or both cultures is out of sync with industry trends, the speed at which customers need to work, and the aspirations of the current workforce. Collecting the data will allow you to identify and focus on the biggest cultural derailers and points of leverage first.
  1. Get practical in your language and approach
    Culture seems amorphic, theoretical and a bit “kumbaya.” What we are really taking about is how organizational mindsets determine ways of working such as: how to navigate conflict, make decisions, escalate issues, respond to customers, and address and manage risk. The data on organizational mindsets will help you identify potential points of culture clash and proactive actions to redefine how best to work together across all of these elements. The key is to break this down to a level that makes it real for people. This requires leaders to think about the daily moments where these ways of working show up and then speak about them in clear and straightforward terms.

    During the integration phase of one communications company merger, we identified a critical “way of working” moment that related to how they made decisions around products. At one company, the organization launched products as if they were hardware, and would never ship a product before it was ready. The other company approached product launches more like releasing software and were fine with sending routine updates or upgrades as they were released. Spotting these operationally critical differences early on allowed the newly formed entity to set a formal policy to cover these moments. This allowed them to hit the ground running together, rather than suffer through the friction and misfires of clashing in terms of how they got products to market.
  1. Allow people to let go of the past and own the future
    On the surface, mergers are full of opportunity, growth, and excitement. But that does not mean that people can or will easily let go of the past. Without intentionally honoring and letting go of the past, new priorities are heaped on top of old ones, and new habits are built around the old ones. This doubles the human and organizational burden of change and leads to layers of dysfunction that hinder the new entity.

    Instead, give people a chance to honor how the old ways of working that served them in the past and reflect on which ones may no longer serve them to achieve the future direction. There may also be ways of working from one or both organizations that people want to adopt or lean on more. This exercise helps align people on what they can stop doing. It also creates a way for them to prioritize a shorter, more focused list of what to do now. Research and experience show that people can be surprisingly resilient and much less resistant to change when they’re included and allowed to make their own conclusions and define how to turn their new reality into action. Once you have defined the newly integrated organization’s directional aspirations and biggest pain points, engage your teams in defining how they will work together in new ways. Resist the powerful temptation to tell them how to do so. Your teams typically have a better idea of how ways of working manifest than the executive team. With clear direction and ownership, your teams will take this new way of working to the next level of detail and make sure it gets off the ground.

Acquisitions are daunting no matter how synergistic the companies appear on paper. Even the most experienced leaders struggle with M&A. Executive teams are understandably consumed with meeting bottom-line revenue targets – it is how they are measured, after all. However, people and culture are what will make or break the merger’s success. Putting people’s needs and considerations at the front and center of your M&A integration strategy will set the stage for a faster, better, more satisfactory integration for all leaders, employees, and shareholders.

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Demystifying culture change to unleash your momentum in the market
Is culture accelerating your strategy—or slowing it down? Learn how leaders turn invisible habits into momentum in this guide to culture change.

You already know strategy matters. You’ve likely spent months—maybe years—crafting one that’s bold, clear, and built to win. But when progress stalls, the issue often isn’t the strategy itself—it’s whether the organization can move with it.

That’s where culture comes in.

The culture that once fueled your success may no longer be fit for what’s next. And even if things look fine on the surface, early signals might be telling a different story—signs your culture isn’t accelerating your strategy the way it used to.

Culture is what turns intent into impact. It’s not the values on the wall or the message at a town hall—it’s the unwritten rules that shape how people decide, collaborate, and lead. It’s how things really get done.

When those patterns align with your direction, momentum builds. When they don’t, even the best strategy struggles to stick.

→ Let’s chat about leveraging culture to manage change fatigue at your organization.

You see it in:

  • The stories people tell about what gets rewarded
  • The choices teams make under pressure
  • The habits that show up when no one’s watching

And in the everyday:

  • How decisions get made
  • How people collaborate
  • How accountability is managed
  • How change is received

If your strategy has shifted but progress still feels stuck—or strained—it’s worth asking:

Is your culture still serving your business, or is it starting to slow you down?

A case in point

Two years ago, BTS partnered with a global organization that had just launched an ambitious growth strategy. Excitement was high—but results didn’t follow.

Leaders were frustrated by a lack of speed and ownership. Employees said they didn’t feel empowered. The word that kept surfacing? Bureaucracy.

That term became a catch-all for inefficiency, but no one could quite define it. So we helped them unpack what was really going on:

  • Unclear decision rights
  • Too many committees for too many decisions
  • Outdated knowledge-sharing systems
  • Manual processes slowing everything down

We visualized the findings in a “bureaucracy tree” to connect the dots. That clarity helped leaders prioritize where to focus first. And that’s when momentum returned.

The power of pivotal moments

The breakthrough didn’t start with a bold new initiative. It started with a shift in focus—from broad ideas to specific moments.

We worked with leaders to identify the everyday situations where culture is shaped and signaled: subtle, unscripted moments that reflect what’s truly expected and rewarded.

  • A decision point with no obvious answer: do we act, or wait for perfection?
  • A team member hesitates: do we jump in to solve, or create space for them to step up?

When leaders could name these moments, they could begin to shape them—making small, deliberate choices that sent a different signal. These weren’t one-time actions. They were repeatable patterns, practiced consistently.

And they’re just as available to you. Start by asking: where are the moments I tend to default to safety, silence, or control? And how could I begin to respond differently to shift the story?

Breaking old habits and building new ones

With these pivotal moments in mind, the leadership team reflected on their own patterns. How were they showing up? What were they reinforcing?

They focused on three shifts:

  1. Stop reinforcing slow, complex decision-making
  2. Start modeling clarity, ownership, and speed
  3. Shift systems that quietly rewarded caution over empowerment

These weren’t abstract goals. They were grounded in real behaviors:

  • How many people are involved in a decision?
  • Are roles and responsibilities clear?
  • Are our tools helping—or slowing us down?

By focusing on what people could see, track, and practice, change became tangible. It gave people something to act on—and believe in.

Scaling change through experimentation

The organization didn’t treat culture change as a campaign. They treated it as a learning process.

Top leaders ran small, coordinated experiments—turning abstract values into visible behaviors.

In one experiment, leaders committed to returning authority to managers who had “delegated decisions up” to them. In another, they redefined decision rights to cut through ambiguity and accelerate action.

These weren’t pilots. They were deliberate repetitions of new behaviors, designed to build muscle memory across the organization.

The results:

  • Decisions moved faster
  • Long-stalled initiatives were shut down
  • A new product feature launched in half the usual time
  • Employees reported feeling more empowered and accountable

If you’re wondering what this could look like for your organization, start here: What’s one behavior you could test out—or let go of—for a week? What’s one decision you could delegate? One moment you could coach instead of solve?

That’s how momentum builds—quietly, visibly, and fast.

Four common patterns to surface

Now that you’ve seen how small cultural habits shape (or stall) strategy, the next step is to spot where those habits are hiding in your organization. Here are four patterns we often see when momentum is missing—along with what they may be signaling.

   Element of Culture What It Shapes What It Might Look Like Today Why It Might Be Time to Rethink     Decision making Speed, ownership, and accountability Teams slow down not because the path is unclear, but because they’re unsure who’s empowered to choose it. Decisions stall in ambiguity—or escalate unnecessarily. Legacy approval structures often reflect yesterday’s risks. Today’s pace requires alignment over consensus, and trust in judgment at every level.   Meeting norms Focus, decision velocity, and participation Meetings are packed with updates, but few decisions get made. Real conversations happen in sidebars—after the meeting ends. When meetings become status dumps, they signal that the real work happens elsewhere. Reclaim meetings for collaboration and visible decisions to shift how teams show up—and move with more speed.   Leadership modeling Credibility and cultural integrity Leaders talk about agility or empowerment—but in high-stakes moments, default to control, caution, or top-down decisions. Culture isn’t shaped by slides—it’s shaped by what leaders do when it counts. If words and actions diverge, people follow the behavior. Find misalignments and try a new tack.   Feedback Learning, adaptability, and momentum Leaders see something misaligned—but let it go to avoid discomfort or protect relationships. Feedback is delayed, diluted, or disappears. Without feedback, small misalignments calcify. Cultures that learn fast don’t wait—they normalize feedback as a lever for shared growth.    

Which one shows up most in your team? That’s your next pivotal moment.

Shining a flashlight on your invisible “monsters”

When it comes to culture, the hardest part is often what you can’t see—or don’t know how to name.

Think back to childhood. Most of us, at some point, were convinced there was a monster in the closet or under the bed. In the dark, a pile of clothes becomes something menacing. A shadow turns into something to fear.

But then the light comes on. You see clearly. The fear fades. What once felt huge and scary becomes harmless—even a little silly.

That’s what culture can feel like inside an organization. Bureaucracy. Resistance. Complexity. These forces seem big and hard to define. They slow us down and sap momentum. But more often than not, they’re just old habits and assumptions lurking in the dark.

When leaders learn to spot the subtle, pivotal moments that shape behavior, they turn the light on. What felt intangible becomes specific. What felt impossible becomes actionable.

You don’t need a total reinvention. You need clarity—a way to see what’s really happening and where to shift, simply and deliberately.

When to bring in reinforcement

Not every culture challenge needs an outside partner. But some moments call for reinforcement—especially when change needs to stick at scale.

At BTS, we help organizations turn invisible cultural friction into visible forward motion. Whether you’re shaping a new strategy, integrating after a merger, or building a leadership culture that unlocks ownership—we help leaders shift from insight to impact.

Here are a few signs it might be time to partner

  • You’ve named the strategy—but execution keeps stalling.
  • You see the issues—but can’t align on how to shift behaviors.
  • Leaders are bought in intellectually, but behavior hasn’t changed.
  • Teams say the right things—but culture feels stuck in old habits.

If you’re facing one of these moments, it’s not a failure—it’s a signal. The good news? You don’t have to tackle it alone.

Let’s talk about what it would take to move from insight to sustained culture change.

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December 17, 2024
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5 make-or-break moments in Mergers and Acquisitions
Explore the 5 critical moments that make or break Mergers and Acquisitions to overcome cultural and leadership challenges for success.

5 make-or-break moments that shape the success (or failure) of Mergers and Acquisitions

Analysts say 2025 will be the year that the multi-trillion-dollar Mergers and Acquisition floodgates will open once again.

For us at BTS, these key moments are an exciting opportunity to witness how strategy, culture and leadership play together. Mergers and acquisitions (M&A) represent some of the highest-stakes decisions an organization can make. Analysts scrutinize billion-dollar deals, executives promise ambitious synergy targets, and employees at all levels must adapt to new realities that are often thrust upon them. The success of your integration doesn’t just depend on strategy—it hinges on the ability of thousands of individuals to embrace new teams, tools, structures, and ways of working.

The human side of integration is often underestimated, yet plays a crucial role in the success or failure of mergers and acquisitions.  

Recent research shows that 70% of successful M&A deals involved a proactive approach to managing cultural differences.  

Why? Beneath the surface, overlooked factors such as differing beliefs, cultural tensions, and a lack of real strategic alignment often derail even the best-laid plans. From years of guiding organizations through these transformations, we’ve identified five make-or-break moments that define whether an acquisition thrives—or falls short.

1. The “first impression” moment

When two companies come together, senior leaders often reduce first impressions to oversimplified assumptions: “They’re just like us” or “We share the same customer-first mentality.” While these statements may calm initial concerns, they often ignore deeper operational and cultural differences that can create friction later.  

  • An example: A communications company acquiring a company of similar size to expand their portfolio and reach. Both claimed to be “customer-centric,” but their definitions were fundamentally different. The organization being acquired prioritized the customer no matter the cost, while the acquiring company prioritized the customer within clear economic boundaries. This subtle but critical difference nearly derailed key decisions in customer crisis moments, where both organizations’ approaches clashed.

At BTS, we’ve seen success when organizations use a more thorough and objective culture diagnostic early in the M&A process to get ahead of possible differences like these, surfacing how work actually gets done, rather than providing a commentary on employee sentiment. Differences can then be worked through proactively before real customer value is on the line.  

2. The “communicating the deal rationale” moment

Acquisitions are ripe with uncertainty, especially for employees of the acquired company, who often fear layoffs or cultural upheaval. Without clear communication of the reasons behind the merger, mistrust can take root, damaging morale and productivity.  

  • An example: An oil and gas company learned this the hard way during its acquisition of a smaller regional competitor. Despite leadership's intent to streamline and grow operations in the region, employees of the acquired company assumed the deal was purely to squeeze out cost and sell it to the highest bidder. Distrust spread quickly, undermining cooperation and progress.
  • Another example: In contrast, a technology company that made a large acquisition took a radically transparent approach. Leaders engaged employees from both organizations early, co-creating a narrative that focused on shaping the future together and emphasizing shared innovation goals. By addressing concerns directly and collaboratively, they built buy-in and enthusiasm on both sides, setting the stage for a seamless transition.

3. The “bringing senior teams together” moment

Initial meetings between teams from merging companies are often fraught with tension. Often, the bias many leaders have towards action leads to a singular focus on tactical planning—hammering out integration checklists and deliverables—while overlooking the human dynamics in the room.

  • An example: In one case, two food and beverage companies merging to take advantage of their complementary product portfolios approached their first meeting with a different focus. Instead of diving straight into strategy, the leadership teams spent the first day exploring cultural alignment, discussing their values and histories, and building personal connections.

    This intentional shift paid dividends. As one CEO later remarked, “If we hadn’t started with the culture and leadership conversation, we never would have made so much progress on our strategy.” By fostering trust and understanding, the two teams created a foundation for productive collaboration and accelerated progress on their shared goals.

4. The “let’s activate new ways of working” moment

Senior leaders can align on a vision, but translating it into daily actions across thousands of employees is where integrations often stumble. Over-reliance on one-way communication—announcements and emails—leaves employees unclear on how to work together.

  • An example: A biopharma company that acquired a tech firm to enhance patient outcomes was clear about the rationale for the acquisition, but did not spend enough time working through what this combined organization would look like in execution. Two years later, both organizations were still operating as two separate units, unable to deliver on their shared vision.
  • Another example: In contrast, a global manufacturing company took a proactive approach during its acquisition. Leaders hosted cross-functional workshops, guiding employees through real-world collaboration scenarios. These sessions surfaced key operational gaps and helped teams align on practical ways to achieve their vision. As a result, integration accelerated, and the combined teams quickly launched a suite of new, co-developed products.

5. The “turning resistance into momentum” moment

As an integration progresses, some organizations try to quickly get to “business as usual”. Senior leaders, who typically have had more time to get ‘on the bus’ of the integration are often keen to move on from the integration. While this impulse is understandable, the challenge is that ceasing to pay attention to evolving dynamics and culture challenges can cause leaders to ignore small signals that can ultimately foreshadow bigger problems. Indeed, proactively seeking out and engaging with resistance can unlock new potential for growth.

  • An example: Consider a software company that acquired a cloud-services provider to expand its portfolio. Early friction arose as teams struggled to reconcile their differing approaches to customer support. Instead of letting the tension fester, the leadership teams paused, brought the issues to the surface, and co-created a new customer engagement model.

    By openly addressing challenges and aligning on shared practices, the companies not only resolved their differences but also built a stronger, unified approach. Without this intervention, the integration could have been frustrated by years of lingering inefficiencies and resentment.

Greater than the sum of parts: Achieving success beyond the merger

M&A deals are extraordinary opportunities to accelerate growth, redefine industries, and create lasting value. But the statistics don’t lie: up to 90% fail to meet expectations. The difference often comes down to overlooked intangibles—cultural alignment, trust, and the willingness to navigate tough conversations.  

The organizations that succeed understand this. They don’t just manage checklists; they embrace the human elements of integration. They foster trust, build alignment, and co-create a shared future.

The real value of M&A lies in these make-or-break moments. When leaders approach integration with intentionality and openness, they unlock the potential for their organizations to be truly greater than the sum of their parts—and deliver on the promise of the deal.

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Leading with others: Embracing a new era of leadership
Explore how 'leading with others' redefines leadership as a collective responsibility, fostering collaboration, innovation, and resilience.

The landscape of leadership is evolving as newer generations challenge traditional hierarchies. Outdated practices, focused on a top-down power dynamic, have fostered an “us vs. them” mentality, stifling collaboration, slowing innovation, and hindering sustained growth.In response, Future Relevant Organizations are adopting "next practices" that recognize and celebrate contributions, influence, and impact of contributions at all levels of the organization. Central to this shift is the movement from “leading others” to “leading with others,” recognizing that leadership isn’t confined to those in senior positions.“Leading with others” encourages a more inclusive, collaborative approach by:

  • Encouraging employees to lead and influence across boundaries.
  • Inspiring shared purpose and accountability toward collective goals.
  • Prioritizing well-being, fostering psychological safety, and enabling open idea-sharing.
  • Viewing vulnerability as a strength, recognizing that no one has all the answers.
  • Maintaining focus and thoughtful engagement amidst uncertainty.

A biopharma company with a historically top-down leadership structure offers a clear example of the transformative power of this shift. While the company had enjoyed impressive growth, it faced competitive and pricing pressures from disruptive innovation, regulatory challenges, and supply chain vulnerabilities, all of which called for a fresh approach to leadership. Innovation and expansion were crucial to sustaining success.Recognizing the need for change, the company embraced the idea that leadership and influence aren’t confined to those at the top. Here’s how this new approach reshaped their organization:

  • Empowering all levels: Leadership became less about titles and more about fostering a culture where every employee felt valued and capable of contributing. Through well-crafted experiences, 5,000 employees enhanced their self-awareness, challenged established norms, and adopted a long-term perspective aimed at collective growth.
  • Redefining leadership: Leadership shifted from micromanagement to empowering others to make meaningful contributions. Employees were given greater agency and ownership, leading to increased adaptability in a dynamic market.
  • Building trust through vulnerability: The organization encouraged vulnerability, quickly building trust across teams in an evolving, loosely connected environment. This strengthened team dynamics and established a supportive community ready to face new challenges.

Next practices: Shared leadership responsibility

The shift toward “leading with others” is not simply a change in leadership style; it is a strategic imperative. By embracing diverse perspectives and treating leadership as a collective responsibility, organizations gain more valuable insights that drive better decision-making and innovation. Companies that adopt this approach are better prepared to adapt to change, seize new opportunities, and build a culture where everyone is engaged in shaping the future.

“Leading with”: A more inclusive path forward

Adopting a “leading with others” mindset requires more than just structural changes—it calls for a fundamental shift in how leadership is understood at all levels. Leaders must actively create environments where contributions from all employees are expected, not optional. This inclusive leadership approach fosters a deeper sense of ownership and accountability, empowering employees to align their actions with the organization’s long-term goals.As the business landscape continues to evolve, organizations that embrace this collective approach to leadership will be better positioned not only to navigate uncertainty but also to thrive in the future ensuring future relevance.

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Como liderar uma mudança cultural real na sua organização: insights práticos, erros comuns e uma abordagem comprovada para alinhar estratégia, liderança e comportamentos rumo a resultados sustentáveis.

É possível mudar a cultura de uma organização?

Hoje em dia, poucas organizações não estão envolvidas em um (ou vários) processos de transformação cultural. Novas formas de trabalhar em organizações mais horizontais e adaptativas, melhorias na cultura de segurança, orientação ao cliente, transformações nas áreas comerciais e excelência operacional, entre outros.

E é aqui que surge uma das grandes perguntas:

É possível mudar a cultura de uma organização? E, se sim, como fazer isso?

Para ajudar a responder a essas perguntas—frequentes entre nossos clientes e amplamente discutidas—gostaria de compartilhar o que aprendemos na BTS ao longo dos últimos 38 anos sobre o que funciona e o que não funciona (até agora, pois em transformação cultural estamos sempre aprendendo).

A boa notícia é que a resposta é sim.

A dificuldade está na segunda pergunta: como fazer isso?

Um projeto? Uma iniciativa?

Um ponto importante é que a transformação cultural não é um projeto com início e fim, mas sim um processo contínuo e em evolução. Isso muitas vezes gera tensão em organizações acostumadas a uma lógica de projetos.

O que é crítico e frequentemente ignorado?

Existem elementos que, quando considerados e aplicados corretamente, tornam a transformação muito mais eficaz. No entanto, muitas vezes são ignorados.

Esses elementos são:

  • Envolver as pessoas. Quanto maior o envolvimento em todos os níveis, maior a probabilidade de implementação das mudanças.
  • Tornar a mudança tangível e vivida no dia a dia, conectando teoria e prática. Transparência é fundamental.
  • Toda mudança tem impactos positivos e negativos — ambos devem ser comunicados com clareza.
  • Mudança cultural exige tempo e transformação de mindsets e estruturas organizacionais.
  • A cultura deve estar conectada à estratégia.

Como estruturamos a transformação cultural?

Nosso modelo se baseia em quatro etapas: definir resultados, criar líderes de mudança, incorporar mudanças e sustentar novas formas de trabalho.

1. Definir resultados

O primeiro passo é estabelecer resultados claros e alinhamento executivo. É necessário conectar propósito, visão e objetivos organizacionais.

Ações:

  • Coleta de dados (entrevistas, focus groups, visitas)
  • Diagnósticos culturais
  • Definição de expectativas (Leadership Profiles

2. Criar líderes de mudança

Todos os líderes devem atuar como agentes de mudança. É fundamental engajá-los emocional e racionalmente.

Ações:

  • Programas de liderança
  • Playbooks
  • Feedback contínuo

3. Incorporar mudanças

É essencial transformar mentalidades e sistemas organizacionais.

Ações:

  • Coaching
  • Sprints culturais
  • Cascata organizacional
  • Avaliações comportamentais

4. Sustentar o novo modelo

Garantir continuidade através de redes, dados e suporte contínuo.

Ações:

  • Integração com processos de talento
  • Uso de IA no dia a dia
  • Monitoramento da transformação
  • Comunidades de prática

A importância de ser paciente e impaciente ao mesmo tempo

Transformações culturais são complexas e não têm fórmula única.

Ser estrategicamente paciente e taticamente ágil é essencial para ajustar e evoluir continuamente.

Esse equilíbrio permite transformar a jornada em algo positivo e sustentável.

Este é apenas um resumo.

Se quiser aprofundar com exemplos e práticas:

Baixe o PDF completo e acesse todo o conteúdo.

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Cosa funziona (e cosa no) nelle trasformazioni e nei cambiamenti culturali (IT)
Come guidare un vero cambiamento culturale nella tua organizzazione: insight pratici, errori comuni e un approccio collaudato per allineare strategia, leadership e comportamenti verso risultati sostenibili.

Si può cambiare la cultura di un’organizzazione?

Oggi, poche organizzazioni non sono immerse in uno (o più) processi di trasformazione culturale. Nuovi modi di lavorare in organizzazioni più piatte e adattive, miglioramenti nella cultura della sicurezza, orientamento al cliente, trasformazioni delle aree commerciali e miglioramento dell’eccellenza operativa, per citarne alcuni.

Ed è qui che nasce una delle grandi domande:

Si può cambiare la cultura di un’organizzazione? E, se sì, come si fa?

Per aiutare a rispondere a queste domande—che i nostri clienti ci pongono spesso e su cui esiste molta letteratura—vorrei condividere ciò che in BTS abbiamo imparato negli ultimi 38 anni su ciò che funziona e ciò che non funziona (finora, perché nel cambiamento culturale non si smette mai di imparare).

La buona notizia è che la risposta alla domanda se si possa cambiare la cultura di un’organizzazione è sì.

La difficoltà sta nel rispondere alla seconda: come si fa?

Un progetto? Un’iniziativa?

Un aspetto importante da considerare è che i processi di cambiamento o trasformazione culturale non sono progetti con un inizio e una fine; sono processi in continua evoluzione. Questo spesso genera tensione nelle organizzazioni abituate a un approccio basato sui progetti.

Cosa è critico e spesso viene ignorato?

Esistono diversi elementi che, se considerati e utilizzati correttamente, rendono gli sforzi di trasformazione molto più efficaci. Purtroppo, spesso vengono ignorati.

Questi elementi critici sono:

  • Coinvolgere le persone. Più le persone (a tutti i livelli) sono coinvolte nella trasformazione, maggiori sono le probabilità che implementino i cambiamenti richiesti.
  • Per comprendere il cambiamento, bisogna renderlo tangibile e sperimentarlo. Ciò significa collegare il quadro teorico alle azioni quotidiane. Spiegare il quadro completo con trasparenza è fondamentale.
  • Tutti i cambiamenti portano aspetti positivi, ma anche impatti negativi. Spiegare il quadro completo con trasparenza è fondamentale.
  • Cambiare la cultura richiede tempo e implica identificare e modificare i “mindset” e le strutture quotidiane (simboli) che definiscono come si fanno le cose nell’organizzazione.
  • La cultura deve essere fortemente connessa alla strategia.

Come consigliamo di strutturare i processi di cambiamento culturale?

Il nostro approccio si compone di quattro fasi: definire i risultati, creare leader del cambiamento, incorporare i cambiamenti chiave e sostenere i nuovi modi di lavorare.

1. Definire i risultati

Il primo passo in qualsiasi processo di trasformazione è stabilire risultati chiari. È fondamentale identificare i driver della trasformazione e definire i risultati desiderati in modo da ottenere un vero allineamento a livello esecutivo. Man mano che si procede, è necessario collegare lo scopo e la visione, comprendendo da dove si viene, dove si è e dove si vuole andare. Inoltre, è essenziale collegare la trasformazione agli obiettivi organizzativi.

Alcune azioni rilevanti in questa fase sono:

  • Raccolta di informazioni (interviste, focus group, visite operative, …)
  • Diagnosi culturali
  • Definizione delle aspettative (Leadership Profiles

2. Creare leader del cambiamento

In BTS crediamo che tutti i leader siano anche leader del cambiamento. Adottare una mentalità da “leader del cambiamento” richiede che i leader sperimentino e vedano ciò che ci si aspetta da loro. Fin dall’inizio è fondamentale promuovere l’azione attraverso il “lavoro reale”, come stabilire nuove priorità e comunicare in modo trasparente ed efficace.

I leader devono essere coinvolti (emotivamente e razionalmente) nel cambiamento e devono capire come possono influenzare la cultura attraverso azioni concrete quotidiane.

Infine, è necessario fornire supporto continuo per i cambiamenti più difficili di mentalità e comportamento e raccogliere feedback su ciò che funziona e ciò che non funziona in questa fase.

Alcune azioni rilevanti in questa fase sono:

  • Sviluppo di playbook per ruoli critici
  • Implementazione di programmi di leadership e cambiamento
  • Feedback loops con i livelli esecutivi

3. Incorporare i cambiamenti chiave

Per ottenere un cambiamento significativo, è essenziale identificare i modelli mentali attuali e introdurne di nuovi che supportino lo stato desiderato. Creare routine e simboli che rafforzino il cambiamento, così come identificare processi, pratiche, eventi o norme ancorate ai vecchi modi di lavorare, è fondamentale.

Co-creare nuovi modi di lavorare per un’attivazione immediata aiuta a consolidare questi cambiamenti. Con il progresso, modificare sistemi e processi che supportano e rafforzano i cambiamenti è essenziale per il successo a lungo termine.

Alcune azioni rilevanti in questa fase sono:

  • Coaching per leader
  • Cultural sprints
  • Cascading del cambiamento nell’organizzazione
  • Assessment per misurare i cambiamenti comportamentali

4. Sostenere i nuovi modi di lavorare

Il cambiamento non è solo uno sforzo individuale, ma anche un fenomeno sociale. Per questo è necessario creare reti sociali che supportino i cambiamenti di mentalità e comportamento. Interventi con supporto individuale per ruoli critici e momenti specifici, così come l’integrazione dei nuovi modi di lavorare, garantiscono la continuità del cambiamento.

Infine, è necessario utilizzare i dati per analizzare ciò che funziona e ciò che non funziona, permettendo di definire nuove azioni e interventi.

Alcune azioni rilevanti in questa fase sono:

  • Integrazione dei playbook nel ciclo di talent management
  • Pratica dei nuovi comportamenti con bot basati su IA
  • Creazione di un ufficio per monitorare il cambiamento e definire nuove azioni
  • Creazione e lancio di Comunità di Pratica (CoP)

L’importanza di essere pazienti e impazienti allo stesso tempo

I processi di trasformazione culturale sono tra i più complessi, poiché non esiste una ricetta unica.

Essere strategicamente pazienti (con risultati chiari ed evitando cambiamenti erratici), ma tatticamente impazienti (agendo nelle fasi descritte e adattando in base a ciò che funziona e ciò che non funziona) è fondamentale.

Questo approccio permette di trasformare questi percorsi in esperienze arricchenti per l’organizzazione, e non in processi dolorosi che lasciano cicatrici nella memoria collettiva.

Questo è solo un riassunto.

Se vuoi approfondire l’approccio completo, esempi e chiavi pratiche:

Scarica il PDF completo e accedi a tutti i contenuti.

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Insights
March 20, 2026
5
min read
What works (and what does not) in transformations and cultural change (EN)
How to lead real cultural change in your organization: practical insights, common pitfalls, and a proven approach to align strategy, leadership, and behaviors toward sustainable results.

Can an organization’s culture be changed?

Nowadays, there are few organizations that are not immersed in one (or several) cultural transformation processes. New ways of working in flatter and more adaptive organizations, improvements in safety culture, customer-centric transformations, changes in commercial areas, and improvements in operational excellence, to name a few.

And this is where one of the big questions arises:

Can an organization’s culture be changed? And if so, how is it done?

To help answer these questions—often asked by our clients and widely discussed—I would like to share what we at BTS have learned over the past 38 years about what works and what doesn’t (so far, since in cultural transformation one never stops learning).

The good news is that the answer to whether an organization’s culture can be changed is yes.

The difficulty comes in answering the second: how is it done?

A project? An initiative?

An important point to consider is that cultural change or transformation processes are not projects with a beginning and an end; they are ongoing, evolving processes. This often creates tension in organizations that are used to a project-based approach.

What is critical and often overlooked?

There are several elements that, if considered and properly used, will make transformation efforts much more effective. Unfortunately, they are often overlooked.

These critical elements are:
  • Involve people. The more individuals (at all levels) are engaged in the transformation, the higher the likelihood that they will implement the required changes.
  • To understand change, it must be made tangible and experienced. This means connecting the theoretical framework with day-to-day actions. Explaining the full picture with transparency is key.
  • All changes bring positive aspects, but also negative impacts. Explaining the full picture with transparency is key.
  • Changing culture takes time and requires identifying and shifting mindsets and daily structures (symbols) that define how things are done in the organization.
  • Culture must be strongly connected to strategy.

How do we recommend structuring cultural change processes?

Our approach consists of four stages: setting outcomes, creating change leaders, embedding key changes, and sustaining new ways of working.

1. Set outcomes

The first step in any transformation process is to establish clear outcomes. It is crucial to identify the drivers of the transformation and define the desired results in a way that achieves true executive alignment. As you move forward, you must connect the dots between purpose and vision, understanding where you come from, where you are, and where you want to go. Additionally, it is essential to link the transformation to organizational goals.

Some relevant actions in this phase are:

  • Information gathering (interviews, focus groups, operational visits, …)
  • Cultural diagnostics
  • Definition of expectations (Leadership Profiles

2. Create change leaders

At BTS, we believe that all leaders are also change leaders. Adopting a “change leader” mindset requires leaders to experience and see what is expected of them. From the outset, it is vital to drive action through ‘real work’, such as setting new priorities and communicating transparently and effectively.

Leaders must be engaged (emotionally and rationally) in the change and shown how they can impact culture through concrete day-to-day actions.

Finally, it is necessary to provide ongoing support for the most challenging mindset and behavior changes and gather feedback on what works and what doesn’t at this stage.

Some relevant actions in this phase are:

  • Development of playbooks for critical roles
  • Deployment of leadership and change programs
  • Feedback loops with executive levels

3. Embed key changes

To achieve meaningful change, it is essential to identify current mindsets and introduce new ones that support the desired state. Creating routines and symbols that reinforce change, as well as identifying processes, practices, events, or norms anchored in old ways of working, is crucial.

Co-creating new ways of working for immediate activation helps cement these changes. As progress is made, changing the systems and processes that support and reinforce key changes is essential for long-term success.

Some relevant actions in this phase are:

  • Coaching for leaders
  • Running cultural sprints
  • Cascading the change across the organization
  • Assessments to measure behavior changes

4. Sustain new ways of working

Change is not only an individual effort but also a social phenomenon. Therefore, it is necessary to provide the social networks needed to support mindset and behavior changes. Intervening with individual support for critical roles and specific periods, as well as embedding new ways of working, ensures the continuity of change.

Finally, data must be used to analyze what works and what doesn’t, enabling the creation of the next set of interventions and necessary support.

Some relevant actions in this phase are:

  • Integration of playbooks into the organization’s talent cycle
  • Practice of new behaviors in daily work with AI-powered bots
  • Design of an office to monitor change and define new actions
  • Design and launch of Communities of Practice (CoP)

The importance of being patient and impatient at the same time

Cultural transformation processes are among the most challenging elements, as there is never a single recipe.

Being strategically patient (with clear desired outcomes and avoiding erratic changes), but tactically impatient (taking action in the phases outlined above and observing what works and what doesn’t, in order to pivot and adjust) is key in transformation processes.

The 4-phase approach helps achieve this, enabling these journeys to become an enriching experience for the organization, rather than a painful one that leaves scars in the collective memory.

This is just a summary.

If you want to dive deeper into the full approach, examples, and practical insights:

Download the full PDF and access all the content.