Optimizing the candidate-to-employee journey
Throughout the talent acquisition process, candidates form impressions and assumptions about companies and jobs, all before a company even has a chance to interact with them. In fact, from the time that candidates first hear about a company, to when they settle at their new desks, they are continuously learning about the company and its opportunity. What candidates learn and the impressions they form in the early stages of the talent acquisition lifecycle can have a meaningful impact on 1) whether they will accept a job offer if extended, 2) what they will say to others considering roles at the company, 3) whether they will purchase products and services from the company in the future, and 4) their level of commitment to the company, should they become employees.Segmenting the candidate-to-employee journey into six phases – attract, apply, screen, select, onboard, and perform – ensures alignment throughout the process, and sets up both candidates and employers for success.
1. Attract: give prospective candidates a reason to take notice
During this phase, candidates learn about the company, business unit, and/or job. They do some research and become intrigued, and eventually decide to learn more.What are you doing to build your employment brand? Do prospective candidates regard your company as a great place to work? What do others say about the candidate experience at your company? If candidates research your company on a job site, what will they read? If you find yourself cringing as you read through these questions, take action. Specifically, consider the following:
- Review the careers page on your company's website and evaluate whether its messaging represents your values.
- Look into marketing, advertising, and sponsorships at college recruiting events, industry events, and in trade publications. These activities certainly come at a financial cost, but may be worthwhile if they improve access to qualified candidates.
- Analyze your screening and hiring processes from the candidate’s perspective, and consider soliciting their post-process feedback for more information.
- Evaluate the employee experience. If it's positive, find ways to share that message with candidates. If it's not as positive as you would like, first, fix it; and second, find ways to share the message with candidates after the repair.
- Ensure alignment between your company's sourcing activities and diversity goals.
2. Apply: explain what it takes to be successful on the job
During this phase, candidates learn even more about the job, determine whether it aligns with their capabilities and interests, and decide whether to apply, all along refining their impressions for your company.
Of course, for this decision to be favorable, the candidate’s information must be valid. To that end, it’s important for companies to ask themselves – do the requirements listed in position descriptions provide accurate reflections of what it takes to succeed? Does the language used in position descriptions appeal to viable job candidates? How easy is it to navigate your company's careers page prior to submitting an application? Here are some things to keep in mind:
- Consider including a realistic job preview, such as a video, on your company's careers page to tell candidates a bit more about what life is like on the job. Remember, though, that “realistic” should be interpreted as “balanced” and the preview should include the positives and
- Review your company's position descriptions for neutral and inclusive wording. Researchers have found that certain words used on position descriptions can dissuade females, people of color, and people with disabilities from applying for jobs. Consider using software that can identify these potentially problematic words to review your position descriptions and ensure that they are as inclusive as possible.
- Review your company's careers page and online application to ensure that they are as straightforward and user-friendly as possible.
- Be careful not to lose sight of your current employees, as they may actually be better aligned with new openings than they are with current roles.
3. Screen: assess and teach candidates
The screening process further solidifies the candidates’ impressions and assumptions about the company and jobs from the attract and apply phases. Any tool, test, assessment, role play, interview, minimum qualification, etc. that a company uses to make decisions about candidates' applications is a form of screening.What does your screening process teach candidates about the company and job? How engaging is it? Is the time commitment associated with your screening process commensurate with the job level? Do specific steps of the screening process result in adverse impact? How effective are your interviewers? To what extent is your screening process biased against certain groups of candidates?All of these questions speak to the critical nature of this phase. Once again, if you find yourself somewhat concerned by your answers to these questions, don't worry – you’re not alone, and you can take steps to improve:
- Conduct blind resume reviews. Believe it or not, people make (potentially irrelevant) assumptions about candidates based on things like how professional their email address is, what school they attended, where they worked previously, and beyond. Of course, some of these judgments may have relevance, but don't assume that. Instead, consider using software that can facilitate blind resume reviews by blocking out particular pieces of information on candidates' resumes.
- Harness candidates’ attention during the screening process by teaching them about the company and job through an assessment that is modeled after the job.
- Ensure that the capabilities assessed during the screening process align with the most critical capabilities required for successful job performance, and that are difficult to learn in a short amount of time. Spending time assessing inessential or easy-to-learn-later capabilities is inappropriate and possibly illegal.
- Relatedly, consider the method(s) you are using to assess critical capabilities, and ensure that they are appropriate. As a simple example, if you wanted to evaluate candidates' verbal communication skills, you would not ask them to write an essay.
- Leverage structured interview guides, ensuring that interviewers are properly trained on interviewing best practices.
- Regularly monitor assessment data for adverse impact so that no step of your process inadvertently disadvantages, or is biased against, some candidates over others.
Properly constructed and validated talent acquisition assessments help to minimize bias through objective data, so build them, validate them, use them, and trust them.
4. Select: make informed decisions
Now that you have all these salient data-points about candidates, it’s time to put them to use. How does your company make hiring decisions about candidates? Is the process consistent? What guidance do hiring managers receive regarding the selection decision? What feedback, if any, is provided to candidates who are not hired?The answers to these questions can have a significant impact on whether your company finds itself in legal hot water (or how it fares if it does find itself in hot water). Consider the following best practices:
- Establish a decision process before it's time to make a hiring decision. If you wait until it’s time to make the decision, whatever process you establish will likely be influenced by your gut reaction to candidates. Your gut, generally speaking, should not make hiring decisions.
- Consider all sources of viable information when making decisions, looking for the preponderance of evidence. No one source of information is ever going to be perfect. By looking at all the relevant details, however, you can begin to paint a picture of what candidates would be like if hired.
- If you are going to provide feedback to rejected candidates, which is a growing trend even in the US, be sure to review your process and the nature of information with your legal team.
- Remember: relying on data rather than your gut will minimize bias and result in better hiring decisions.
5. Onboard – help employees acclimate to new roles
By this point, your company has invested significant time and energy into hiring employees, and now it’s time for them to acclimate them to the company and job. This is when assumption meets reality. Do candidates’ expectations, set by the hiring process, align with reality? How structured is your onboarding process? Are all new employees, regardless of role, onboarded in the same way? Here are some best practices to help make onboarding as effective as possible:
- Use what was learned about employees during the talent acquisition process to tailor the onboarding journey to be efficient. Suppose that you are hiring sales representatives. You know from a talent acquisition assessment that a new employee is quite adept at handling rejection, but struggles in following up with prospects. It would be best to spend more onboarding time on the company's account-planning process and follow-through, rather than on strategies to overcome rejection. Of course, for this to happen, your company's talent acquisition assessments must be closely aligned to both the job and onboarding.
- Ensure that onboarding covers the right topics. Yes, having engaging content is critical in winning over your new employees, but having the right content and the right amount of content is also important.
- Verify that the onboarding experience reflects the vision, mission, and values of the company, while also showing the personality, soul, and DNA of its people.
6. Perform: enable employees to perform to their fullest
Over time, because you have followed a best-practice approach to hiring and onboarding new employees, these new employees become not so new anymore. They perform their roles and make significant contributions to the organization.When you evaluate candidates on the right capabilities, assess them in a way that mirrors the job, trust the data collected during the hiring process, and analyze it in full, you minimize bias and can make the best hiring decisions possible. After that, onboard your new people in a way that aligns to both their individual needs and those of the role, providing the tools and support required to perform. If and only if you do all of these things will you achieve maximum impact. Shortcutting the process at any step is a service to no one, and a disservice to everyone involved.
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In a world where transformation often feels complex and distant, real progress is often sparked at the community level, through leaders who create change from within.
In Senegal, a partnership between BTS Spark and Tostan, a nonprofit dedicated to community-led development across Africa, is bringing this idea to life. It’s a reminder that sustainable leadership isn’t built by imposing new systems. It grows when people are equipped to lead themselves.
A ground-up approach to lasting change
Since 1991, Tostan—whose name means "breakthrough" in Wolof—has partnered with rural African communities to advance human rights, health, literacy, and economic development. Its Community Empowerment Program (CEP) weaves together practical knowledge and human rights education, enabling communities to define and pursue their own visions of progress.
Across eight countries and more than five million lives, Tostan’s approach has led to deep-rooted changes, including the voluntary abandonment of harmful traditional practices. Not by directive, but by choice.
It’s an approach that shows leadership capacity isn’t something to be delivered from outside. It’s something to be nurtured from within.
Meeting communities where they are
In 2024, BTS Spark deepened its collaboration with Tostan through an in-person leadership workshop, led by a BTS Spark consultant, following a year of virtual engagement.
The visit coincided with a leadership transition at the executive level—a pivotal moment requiring clarity, continuity, and resilience. Through targeted coaching and workshops, BTS Spark worked alongside Tostan’s leaders to support the transition and strengthen leadership capacity at every level of the organization.
The focus wasn’t on delivering a model. It was on listening, amplifying existing strengths, and equipping leaders to navigate complexity with confidence.
Practical tools for complex challenges
As part of the ongoing collaboration, BTS Spark also provided custom-designed micro-simulations focused on sectors vital to community sustainability: climate resilience, microfinance, and agriculture.
These micro-sims offer leaders a chance to engage with real-world decision-making challenges in a safe, practical environment—an approach that mirrors how leadership development increasingly happens: not through theory alone, but through repeated, real-world application.
It’s a reminder that growth is rarely linear. It’s built through practice, reflection, and adaptation over time.
Building leadership that endures
The work between BTS Spark and Tostan reflects a broader truth:
Leadership isn’t confined to titles, industries, or regions. It emerges where people are given the tools, trust, and space to act.
Sustainable change, whether in communities or organizations, happens when leadership capacity is strengthened closest to where challenges are lived every day.
The partnership also highlights the power of investing in local capability: focusing on what’s already working, building resilience from within, and preparing leaders not just to meet today’s challenges, but to shape tomorrow’s opportunities.
Moving forward: Scaling with purpose
The work in Senegal is continuing to evolve. BTS Spark and Tostan are exploring ways to extend leadership development to more communities, deepen their impact, and continue supporting transformation through shared expertise and partnership.
It’s a model rooted in respect, collaboration, and the belief that leadership is most powerful when it reflects the realities and aspirations of the people closest to the work.
A talent leader’s guide to critical role planning
To thrive amid massive changes from economic upheavals to AI transformation, today’s organizations must be able to adapt, recover, and grow stronger in the face of adversity – they must build resilience.
What truly makes an organization resilient? It’s not just strategic plans or operational efficiency; fundamentally, it’s about people. Resilient organizations are those that recognize the critical roles within their teams, nurture talent, and create a culture where adaptability and innovation are the norms.
At the recent Society for Industrial and Organizational Psychology (SIOP) Annual Conference in Chicago, BTSers Lynn Collins, Maia Whelan, and their esteemed panelists led a compelling discussion: Critical role strategy for organizational resilience. The session focused on how identifying and nurturing critical roles can help organizations build resilience in today’s rapidly evolving business landscape. This blog explores actionable strategies from the panel discussion for talent leaders looking to redefine critical role planning and build organizational resilience.
What is a critical role?
A critical role isn’t confined to the executive level. Effective leadership and organizational success depend significantly on roles scattered throughout your organization.
Middle managers, for example, serve as essential bridges between strategy and operational execution: they ensure that the organization’s broader objectives are translated into actionable tasks that teams can understand and implement. Project leads are also at the helm of initiatives that can redefine the business landscape for a company. They deploy new technologies, spearhead market expansions, manage diverse teams, and maintain project coherence to drive transformation.
The challenge with critical role planning, therefore, lies in the fluid nature of what constitutes a ‘critical role’. Agility in reevaluating and recalibrating these roles allows organizations to respond dynamically to new challenges and opportunities. In the pharmaceutical industry, as companies increasingly shift their focus towards biologics, the roles responsible for managing these technologies become increasingly important. Similarly, in the financial sector, roles that steer digital transformations are pivotal.
Identifying and fortifying these critical roles is paramount. This involves not only recognizing the key positions, but nurturing the talent within through a thoughtfully crafted, future-focused talent development strategy.
Nurturing talent is the key for organizational resilience
Investing in talent goes beyond filling positions; it’s about preparing your organization to face future challenges while bolstering current capabilities. This investment significantly impacts turnover, retention, and promotion rates, contributing positively to both the individuals involved and the organizational culture at large.
At BTS, we see common themes with our clients across industries:
- Talent strategy is essential for safeguarding organizational resilience. This includes adopting a digital mindset, not just externally by hiring new talents, but also internally upskilling existing employees to meet new challenges.
- Enhancing emotional intelligence is equally vital in enabling the workforce to manage stress and adapt to changes effectively.
- Strengthening business acumen across all levels of the organization is also crucial for fostering resilience. Employees are better equipped to make informed decisions that align with strategic goals when they develop a keen understanding of business operations and market dynamics.
This comprehensive approach—combining technological proficiency, emotional intelligence, and business insight—ensures that teams are not only competent but also agile and strategic in the face of ongoing challenges.
6 ways talent leaders should think differently about critical roles
Here’s what you can do to think outside the box to enhance both individual and organizational performance through critical role strategy:
- Broaden the definition of critical roles: Talent leaders should evaluate roles based on their actual impact on the organization, rather than focusing on organizational hierarchy.
- Foster role flexibility: Encourage a culture of adaptability by regularly reassessing and recalibrating critical roles. This ensures roles can be defined to align with evolving strategic needs and current business priorities, keeping the organization agile and responsive to change.
- Use data-driven role analysis: Use data to track the effectiveness of critical roles in real-time and adjust role criteria based on evidential data rather than intuition.
- Create a proactive talent acquisition strategy: Talent leaders should engage in continuous talent scouting, not just when a role becomes vacant. This involves understanding the talent landscape and building relationships with potential candidates before the need arises.
- Decentralize talent decisions: Empower local managers and teams to make critical talent decisions to ensure that those who are closest to the work have a say in who fills pivotal roles. This approach can lead to more informed and effective placement decisions. To maintain rigor and ensure consistency, establish clear guidelines and accountability frameworks. This helps maintain high standards across all decisions and strategically aligns talent management with broader organizational goals.
- Enhance diversity in critical roles: Actively work to increase diversity within critical roles. This involves not only recruiting a diverse workforce, but also creating pathways for diverse talent to advance into these roles. Diverse perspectives can lead to more innovative solutions and resilience against market disruptions. Comprehensive mentorship initiatives, equitable advancement opportunities, and ongoing diversity trainings ensure that all talented individuals have the chance to significantly contribute to the organization.
These strategies are designed to help talent leaders transform their organizations into agile entities capable of anticipating and responding to rapid changes. This fosters a culture that not only values but thrives on adaptability, proactive talent development, and strategic foresight.
Invest in your people
As a talent leader, your influence is pivotal in steering your organization towards greater resilience. By redefining and enriching critical roles and the talent that fills them, you’re not just preparing your organization to face future challenges but to excel amidst them.
This requires a commitment to pushing the boundaries of traditional talent management by:
- Taking innovative approaches to career development
- Using predictive analytics to better understand and deploy talent in critical roles
- Embedding continuous growth and feedback into your culture
Such efforts ensure that critical roles are not only filled with competent individuals but are also continuously evolving to meet the demands of a dynamic business environment. By doing so, you transform resilience into a powerful competitive advantage, ensuring your organization remains agile, forward-thinking, and robust.
A large financial services company promoted a key leader into the position of CEO. Two of their peers were also vying for the top job. Almost immediately, the other two executives left the company. This created an unexpected leadership vacuum that cascaded within their respective departments, where no one on either team was able to step up into the suddenly vacant leadership spots. The lack of “ready now” successors required the company to look outside to replace those executive leadership roles, significantly disrupting their critical strategic transformation effort and creating additional chaos at the top of the company at a time when they could ill afford to slow momentum.
Similarly, a global manufacturing company promoted a key leader into the CEO role who lacked sales and marketing experience – an area where his predecessor had deep expertise. This expertise was a critical driver in the company’s success to date, and the gap at the top was stalling revenue growth and impeding the new CEO’s ability to deliver on the Board’s expectations. In order to fill the CEO’s knowledge gap, the company reorganized the head of sales and marketing role so that it was led by two executives instead of one. This unanticipated restructuring created confusion across the C-Suite and the rest of the sales and marketing organization regarding roles and responsibilities, which compounded their challenges in driving growth. The unexpected increased salary costs accompanying the additional executive role further impacted the bottom line, as well.
What these two examples illustrate is the Domino Effect. The Domino Effect occurs when a star performer is promoted, and there is no “ready now” successor to fill the role they are vacating. With so much attention placed on getting a new CEO into the role, the Domino Effect can cascade down through the organization and is an often hidden and unanticipated outcome that can hinder even the most capable chief executive from successfully taking the reins.
Assessing the impact of the Domino Effect
Conventional wisdom and the literature suggest that CEOs sourced internally outperform CEOs that are sourced externally. For example, in Harvard Business Review’s “Best CEOs of the World” top 100 list, 84% came from internal promotions1. The majority of leaders who ascend to the CEO role are COOs, CFOs, divisional CEOs, and some are “leapfrog” leaders identified below the C-Suite2. A question that has not been addressed is: what happens to the performance of the company when there are no internal candidates for the new CEO’s previous role? In other words, what is the impact of the Domino Effect on company performance?
To answer this question, we compared the S&P 500 twenty best performing companies3 with the twenty worst performing companies4 based upon percentage change in stock price.
What happened at the Best Performing companies?
Within the top 20 best performing companies, 75% of the CEOs were internal with 5 of the CEOs being founders of the company and 10 being promoted into the role. For their former positions, from which they were promoted, four were filled by internal candidates, and two were replaced with external candidates. Examining the leadership teams on the company’s websites, it appears that in three incidences, the role that the CEO vacated no longer exists. In one case the role was restructured and split into two different positions.
What happened at the Worst Performing companies?
70% of the CEOs at the worst performing companies came through promotions or being founder led (12 and 2 respectively), which is nearly identical to the best performing companies. All things being equal, one would expect a similar trend regarding the number of internal vs. external replacements for the CEOs’ previous roles from which they were promoted. However, we found that there were differences. Only three of the backfilled positions were placed by internal candidates and four were placed by external hires. In three of the companies, the position no longer exists, and two of the companies restructured the position.
Understanding the impact: disruption and worsening performance
The research shows little difference between the best and worst performing companies in relation to internal promotions and external hires for the CEO position. However, we do see more organizational disruptions in the replacement of the previous roles held by the CEO. A disruption is defined here as either the company was required to hire from the outside, restructure the role, or eliminate the role altogether. All of these create added turmoil and challenge for the new CEO as they try to move quickly to onboard and start delivering impact.
We found that disruptions were present in 60% of the top-performing companies, compared to 75% of the poorest performing companies. While more research is needed to uncover the nuances, our research suggests that companies with a stronger bench for newly promoted CEOs’ previous positions have less organizational disruption and outperform those who do not have a strong bench.
Tackling the Domino Effect before it falls
While CEO succession garners the greatest amount of the spotlight in the press, among board members, and in public sentiment of the health of a company, our research underscores the need for CEOs, CHROs, and Boards to focus on the Domino Effect as part of their C-Suite succession process. That is, creating a bench of potential successors targeted specifically for the CEO’s previous role, and the roles deeper within the organization that could replace those who are being elevated in the company at the time of the new CEO transition.
Consider these best practices to get ahead of the Domino Effect:
- Build the backfill into the identification process. When identifying potential candidates for the CEO, simultaneously consider who may replace that candidate for their current role.
- Focus on the role rather than the person. You may not be able to replace the next CEO’s position with one individual, but you may be able to replicate their skills with people who can excel in the role with complimentary skills.
- Expand the purview of success profiles. Create success profiles for the CEO and those roles that are likely feeder pools for CEO. Ensure that the success profiles are future focused rather than focused on what is important today. Business realities change over time. What makes someone successful today may be different than what is required in the next 3 to 5 years.
- Leverage the power of data for determining future success. As you look at your bench, use structured assessment processes to assess individuals against the success profile, reduce the risk of biases towards individuals, and determine their readiness to address the future business challenges that the organization will face.
- Comprehensively build the right bench. Look broad and deep within the organization when identifying potential successors. You may find those “leapfrog” leaders who would otherwise be overlooked.
- Continually refresh your succession slate. Given the cascading impacts of the Domino Effect, it is more important than ever to ensure your slate is up to date with viable candidates for higher level positions. Consider doing so on at least an annual basis.
- Ensure that succession is seen as a strategic imperative across the leadership of the organization rather than a single event of placing a new CEO. The CEO and the CHRO should own the succession process, the Board should be involved, and the focus should stay equally on the CEO role and the successor leadership roles throughout the organization.
Finding, placing, and ramping up a new CEO is a momentous decision with big outcomes at play – for the CEO’s own success and the viability of the organization. If you embrace the opportunity to turn the Domino Effect into a strategic gameplan, you will be positioned both for accelerated success and impact.
References
1 Harrell, E. Succession Planning: What the Research Says. Harvard Business Review December 2016
2 Harvard Business Review Staff. November 2009. The Best Performing CEOs in the World. Harvard Business Review 41-57.
3 https://www.fool.com/investing/2023/10/10/invest-sp-500-stocks-market-portfolio/
4 https://finance.yahoo.com/news/20-worst-performing-p-500-200036146.html
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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.
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.
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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.
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