The decisive edge: 5 steps to improve organizational decision making

Emma Nyström, Libby MacKenzie and Abbey Bonham share five steps to improve decision making for mid-size organizations.
June 13, 2024
5
min read

In a landscape where big and small decisions can have meaningful impacts on an organization’s strategic and cultural direction, building intentional and healthy decision-making habits is essential.

What makes for “healthy” habits is determined by the company’s growth stage and current needs. For mid-size companies, the balance between rapid growth and operational efficiency can be particularly challenging. Changing roles, evolving leadership expectations, and shifting customer demands put pressure on the organization to work in new ways, while also maintaining focus on the top and bottom line. Many senior leaders in this stage of evolutionary growth start noticing decision-making paralysis that causes delays, frustration, and stalled progress.

The bottom line is, as organizations transition into new stages of maturity, decision-making norms also need to transition. Unlocking performance often requires a decision rewiring to address new points of friction caused by changes to the complexity of the business and the ecosystem.

Why decisions matter now more than ever

Mid-size organizations face unique pressures that complicate decision-making:

  • Rapid technological advancements requiring timely adaptation
  • Evolving customer needs demanding quick, effective responses
  • Increased market competition due to lower barriers to entry
  • The necessity of providing personalized, integrated solutions
  • Increasingly interdependent business models requiring more flexible decision-making
  • A growing reliance on diverse perspectives and collaborative decision-making

These factors are reshaping the stakes for businesses, making high-quality, swift decision-making not just advantageous but essential for staying competitive.

Five key steps to elevating decision-making in your organization:

Our research and experience have found that there are five key steps to moving the needle on making better, faster decisions, that will enable you to move beyond the friction.

  1. Identify areas for change: Understand the current pain points and what’s at stake if nothing changes. This is about determining the scope and nature of the issue.
    • Scope-wise, are the decision-making challenges isolated to a certain team, level, or function? Or is this a broader, integrated issue spanning intersection points of the organization?
    • Regarding the nature of the issue, is there a knowledge/clarity gap that can be fixed with information or skill development? Or is it the challenge more nuanced and driven by patterns of behavior that have been engrained over time and now need to shift?
  2. Assess your current decision-making landscape: Diagnose the root cause by examining what decision-making looks like in practice today, finding the specific sticking points and digging into the drivers of the behavior. For example, are there certain processes in the way that no longer work for the company? Is there misalignment around what tradeoffs are acceptable? Are cross-functional teams operating from different truths because of mismatching data? This foundational clarity is key to moving forward.
  3. Define necessary shifts and tools: The findings of steps 1 and 2 lead to setting clear priorities on the few, targeted aspects of decision making that are most important to address now and then supporting the organization with tools to help make clear “how” to address them. For example, for a company with a matrix structure, this might mean moving from multiple decision-makers to a single, empowered decision sponsor.
  4. Make it tangible and actionable: Bring the conceptual to the practical. Create simulations and working sessions to help your team practice new decision-making processes in a safe environment. Do focused skill-building in the areas leaders most need to make decisions in new ways, such as decision framing, constructive debate, and influencing.
  5. Embed and reinforce new practices: Ensure that supporting processes and systems reinforce the behaviors you want to see. For example, review approval processes, accountability mechanisms, and after-action reviews and if needed, change them. Use regular feedback mechanisms to reinforce behaviors and adjust as necessary.

Decisions shape the future of your organization. And as a leader, you must recognize when the decision-making environment is out of alignment with the business direction or the culture that you want to create. From there, these steps need not be overly complex or burdensome. The key is to truly understand the core decision-making challenges - and what systemically needs to change given where the organization is now and where it’s going - before moving to solutions.

The steps you take today to improve decision-making will lead to a stronger, more resilient tomorrow for your organization.

Learn how to design conversations that actually move decisions forward.
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Blog Posts
August 11, 2022
5
min read
5 mistakes senior leaders make when presenting to other senior leaders
Here are of the most common mistakes we see leaders make and how to rethink communicating with your colleagues at your next meeting.

I work with senior leaders who spend a good portion of their time in meetings with other senior leaders.

You’d think that because these leaders are facing similar challenges, at similar levels, communicating and influencing would be somewhat effortless between them. After all, who understands the challenges of senior leaders better than another senior leader?

Therein lies the rub. It’s true that senior leaders share plenty in common with one another, including similar blind spots, which is why the same types of communications challenges often come up between them. Here are of the most common mistakes we see leaders make and how to rethink communicating with your colleagues at your next meeting.

Remember that you’re never there to just inform one another

Bringing a group of senior leaders together is an expensive proposition. It’s why if you’re asking your highest-paid people to meet, it should only be for a handful of reasons: To make a decision, agree on a path forward, address an urgent matter, debate an important idea, and so on. Bringing senior leaders together to simply inform one another, provide updates or discuss problems with no real resolution is low value for them and their organizations. If you want to inform, share a pre-read, or send along a dashboard link.

Focus on how to move from informing to action

To get at this, stop talking about what you’re working on and start shifting the conversation to produce more results to come out of the conversation. If you’re leading a discussion with other senior leaders, always decide what result you’re there to achieve ahead of time: A decision? Agreement on a plan of action? Alignment around a commitment? Then, determine how you’ll achieve the result in the time given. Don’t underestimate how much more impact and value you can immediately create with those two simple steps.

Own the fact that you are there to sell

Producing results is not a neutral activity, which is why if you’re leading a discussion with other senior executives, remember that you’re there to sell your colleagues on a course of action. Just because they are your peers doesn’t mean they want the same things—or that they are automatically on board with your agenda. It’s your job to persuade, to influence, to break through the noise and get this in-demand audience to care. Sharing compelling data and information may be a helpful starting point, but if you’re meeting with other senior leaders, those are table stakes. To win hearts and minds, do more to put your audience at the center and engage them on how your idea will help them win.

Make the audience the star of the movie

Think about your discussions with other senior leaders like movies, and if the star is you instead of them, you’ve lost the plot. To influence, help the audience see how they benefit in the future you’re describing. To do that, storytelling is key. Your executive peers can be the toughest audience a leader can face. It’s all the more important to paint a compelling picture of the future state. Describe the potential opportunity in realistic, credible terms, walk the audience through a path to achieving the future that feels doable. It may be tempting to boil the ocean or go heavy on the doom and gloom language (“we’re going to be out of business in five years if we don’t start now”), but a little goes a long way. Most of us don’t want to star in a depressing movie, so to influence, work on a compelling narrative that your audience wants to be part of.

Play to win

The biggest mistake I see senior executives make with one another in meetings? They play not to lose, instead of playing to win. In practice, this might look like keeping comments safe when sharing ideas, checking out or multitasking, keeping quiet, refusing to challenge each other in meetings, or not holding peers accountable to achieving results in discussions. The impact is that we miss the opportunity to have the types of high value, business-moving conversations that senior leaders can and should be having. To get at this, self-awareness is essential, and it may require you to do more to make sure your leadership voice can be heard. For many, this may require preparing differently, sharing ideas in a bolder way, or doing more to make sure the value of your ideas is obvious to the audience.

There may be no single action a company can take to improve its business more powerful than this: Enable your senior executive peers to engage in high value conversations with each other, more often, because when this happens, the benefits are far and wide. Decisions get made, alignment is strengthened, and that accelerates results for companies. Equally important, when senior executives show up differently for each other, they create new norms, elevate the culture, and set an even higher standard for performance.

Blog Posts
December 1, 2020
5
min read
Why mindsets matter: The secret to lasting behavior change in moments
What's the secret to lasting behavior change? Mindsets are the key.

How do mindsets impact your behavior in moments?

Your life is built by the moments that you experience daily. As you enter each moment, your brain triggers a mindset that offers a thought, belief, feeling, or attitude. This mindset influences how you will engage in the moment presented. In other words, your behavior is directly influenced by the mindset that you adopt in each moment.

Laptop and coffee on table

Here’s an example. Imagine you are receiving unexpected critical feedback from a respected coworker after giving a presentation to a group of senior leaders. How you react to that feedback will be shaped by the mindset that you adopt in that moment. There are three mindsets that could be activated:

  1. I believe my presentation was perfectly acceptable and no further improvement is needed.
  2. I believe my presentation was poor and I hope no-one noticed.
  3. I believe my presentation was perfectly acceptable yet there is always room for improvement.

Now think about how you would behave during and after your feedback conversation while holding each respective mindset.

  • Which mindset will lead you toward taking action on improving your ability to present?
  • Which mindset will have a greater impact on your overall personal development?
  • Which mindset will have a greater likelihood of driving results that advance your career in the long run?

The answer to these questions is obviously the third mindset. It is consistent with the “growth mindset,” in which you believe that mistakes are opportunities for growth. There are a number of universal mindsets that are powerful for everyone – a growth mindset is one of them.

But, each universal mindset also has its “shadow”or a negative mindset that is triggered in specific moments. In the example provided, it is the fear of not getting it right. This shadow gets triggered if the presentation was particularly important, if you were presenting to an audience you found tricky, or even if you are having a stressful day. To change how you show up in key moments, it’s critical to be self-aware and look out for when you exhibit both constructive mindsets and the shadows that prevent you from exhibiting them.

Humans are not just reactive in terms of the mindset that become active. Choosing the mindset that is activated in each moment is fully under your control. While emotions are powerful and can easily lead to embracing a less productive mindset, you have the executive functioning capability to override your initial primitive emotional reactions.

Everyone has experienced adopting less productive mindsets during stressful moments, but the choice is always under your control. It is just a matter of being able to manage which mindset is elicited even when negative emotions like anxiety or fear are running high.

How can you change your behavior in the moment?

Changing behavior is not easy. It takes a lot of work and people often fail. So much so that many believe humans are incapable of change. People often fail to change because too much focus is placed on behaviors rather than the main inhibitor of successful change - mindsets.

Here’s an example. Suppose you just took a course to develop your reflective listening skills. Reflective listening is a powerful tool that helps people combat their own unconscious biases to increase their awareness of what others are truly communicating.

Using this tool allows you to check your interpretation of what others are saying and give the person a chance to correct your understanding. When used appropriately, reflective listening helps build both trust and empathy by making a person truly feel heard.

After completing this skill-building course, you are empowered to use this new skill on the job to build better relations and work more effectively with your coworkers.

Two weeks after you completed the reflective listening course, a team member, Taj approaches you with some big personal news that will impact his ability to show up for work for an undetermined amount of time.

Taj is currently leading an important initiative that is very visible in the eyes of senior leaders. The news is stressful for you because losing Taj at this stage of the project will very disruptive and possibly derail the success of the project.

How do you react when Taj is sharing the news? The perfect opportunity has arisen to use your new reflective listening skills, but will you? How you react depends on your mindset. There are two competing mindsets that could be elicited in this moment:

  1. At Taj’s level, you expect him to be able to juggle the personal and professional. You expect him to find a way to deliver his commitments regardless of what is happening outside of work.
  2. Taj may well need support in this difficult time. It is important to me to find the best way to help him regardless of current work demands.

If you have the first mindset when you enter the conversation with Taj, there is a low likelihood that you are going to engage in reflective listening due to your belief that a person must honor their work commitments first and foremost. Embracing this belief will lead you to set the precedent that Taj must figure out some way to fulfill his obligation.

Your ability to truly show your new reflective listening skill is blocked when you have the first mindset. It’s not because you don’t have the skill to demonstrate reflective listening behaviors, it’s because your mindset leads you down a path that shows a different set of behaviors.

Conversely, entering into the conversation with the second mindset primes you to show empathy towards Taj, which is the basis of reflective listening. The congruity between your mindset and behavior in this instance set you up to use your new skill without experiencing any internal discord.

This lack of dissonance between the mindset and behavior is important. When you enter a situation with a mindset to “experience and understand Taj’s world,” listening is natural. But sometimes these moments are triggers. For example, you may feel differently if Taj has a history of taking time off for personal reasons or you feel personal pressure to succeed on the project. In these situations, you are unlikely to have the mindset, “experience and understand others’ worlds” and may enter the situation expecting Taj to deliver, as in the first mindset.

What is holding people back from changing their behavior in moments?

True behavior change will not happen without making the proper mindset shifts. People often assume that skill development equals behavior change, meaning a person will demonstrate new behaviors if they develop a new skill. Unfortunately, it isn’t that simple. Just because a person develops a new skill doesn’t mean they will demonstrate it if there isn’t harmony between their new behaviors and mindset in each situation they experience.

Yet it does take more than one instance of showing new behaviors in order to signify true change. Demonstrating the set of new behaviors in a single instance is not a case for change. It takes repetition for a person to build new habits to allow them to move away from instinctively using old behavioral patterns in similar moments.

Most individual development plans or programs being delivered in organizations today are primarily centered around skill-building. While the focus around skill development does teach people how to perform new behaviors, it doesn’t target the mindset shifts necessary to actually leverage those skills when the relevant moment appears.

Without a shift in mindset, you will continue to perform the behaviors aligned with your current mindset and never use your new skill even if you know how to perform it. A mindset shift needs to happen first to enable you to show your new set of behaviors.

Related content

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Insights
March 20, 2026
5
min read
O que funciona (e o que não funciona) em transformações e mudança cultural (PT)
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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Insights
March 20, 2026
5
min read
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.

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