Insights

¿Se puede cambiar la cultura de una organización?

Hoy en día, hay pocas organizaciones que no se encuentren inmersas en uno (o varios) procesos de transformación cultural. Nuevas formas de trabajar en organizaciones más planas y adaptativas, mejoras en la cultura de seguridad, orientar la organización hacia sus clientes, transformaciones de las áreas comerciales, mejora de la excelencia operativa, por citar algunas.

Y es aquí donde viene una de las grandes preguntas:
¿se puede cambiar la cultura de una organización? Y, si es así, ¿cómo se hace?

Para ayudar a responder a estas preguntas, que a menudo nos hacen nuestros clientes y sobre las que hay mucho escrito, me gustaría compartir lo que en BTS hemos aprendido en los últimos 38 años sobre qué funciona y qué no (hasta ahora, que en esto de los cambios culturales uno nunca deja de aprender).

La buena noticia es que la respuesta a la pregunta de si se puede cambiar la cultura de una organización es sí.
La dificultad viene al responder a la segunda: ¿cómo se hace?

¿Un proyecto? ¿Una iniciativa?

Un punto importante a considerar es que los procesos de cambio o transformación cultural no son un proyecto con un inicio y un fin; es un proceso en constante evolución. Y esto es algo que en ocasiones genera tensión en las organizaciones, a menudo acostumbradas a un enfoque basado en proyectos.

¿Qué es crítico y a menudo se suele ignorar?

Hay una serie de elementos que, si se tienen en cuenta y se utilizan adecuadamente, harán que los esfuerzos de transformación sean mucho más eficaces. Desafortunadamente, muchas veces se ignoran.

Estos elementos críticos son:

• Involucrar a la gente. Cuanto más se hace partícipes de la transformación a las personas (a todos los niveles), más altas son las probabilidades de que implementen los cambios requeridos.
• Para entender el cambio hay que tangibilizarlo y experimentarlo. Consiste en conectar el marco teórico con acciones del día a día. Explicar la foto completa con transparencia es clave.
• Todos los cambios traen consigo cosas positivas, pero también tienen impactos negativos. Explicar la foto completa con transparencia es clave.
• Cambiar la cultura implica tiempo y requiere identificar y cambiar los “mindsets” y las estructuras diarias (símbolos) que definen cómo se hacen las cosas en la organización.
• La cultura debe estar fuertemente conectada con la estrategia.

¿Cómo recomendamos estructurar los procesos de cambio cultural?

Nuestro enfoque se compone de cuatro etapas: establecer resultados, crear líderes de cambio, incrustar cambios clave y sostener las nuevas formas de trabajo.

1. Establecer resultados

El primer paso en cualquier proceso de transformación es establecer resultados claros. Es crucial identificar los impulsores de la transformación y definir los resultados deseados de manera que se logre un verdadero alineamiento a nivel ejecutivo. A medida que se avanza, hay que conectar los puntos entre el propósito y la visión, entendiendo de dónde se viene, dónde se está y hacia dónde se quiere avanzar. Además, es esencial conectar la transformación con los objetivos organizacionales.

Algunas acciones relevantes de esta fase son:

• Recopilación de información (entrevistas, focus groups, visitas a operaciones,…)
• Diagnósticos culturales
• Definición de expectativas (Leadership Profiles

2. Crear líderes de cambio

En BTS creemos que todos los líderes son también líderes de cambio. Adoptar una mentalidad de “líder de cambio” requiere que los líderes experimenten y vean lo que se espera de ellos. Desde el inicio, es vital impulsar a la acción con ‘trabajo real’, como establecer nuevas prioridades y comunicar de forma transparente y eficaz.

Hay que comprometer (emocional y racionalmente) a los líderes con el cambio y hacerles ver cómo pueden impactar en la cultura a través de acciones concretas en el día a día.

Por último, es necesario proporcionar apoyo continuo para los cambios de mentalidad y comportamiento más difíciles y recoger retroalimentación sobre lo que funciona y lo que no en esta etapa.

Algunas acciones relevantes de esta fase son:

• Elaboración de Playbooks para roles críticos
• Despliegue de programas de liderazgo y cambio
• Feedback loops con los niveles ejecutivos

3. Incrustar cambios clave

Para lograr un cambio significativo, es esencial identificar los modelos mentales actuales y ofrecer nuevos que apoyen el estado deseado. Crear rutinas y símbolos que refuercen el cambio, así como identificar procesos, prácticas, eventos o normas ancladas en las viejas formas de trabajar, es crucial.

Cocrear nuevas formas de trabajo para su activación inmediata ayuda a cimentar estos cambios. A medida que se avanza, cambiar los sistemas y procesos que soportan y refuerzan los cambios cruciales es fundamental para el éxito a largo plazo.

Algunas acciones relevantes de esta fase son:

• Coaching a líderes
• Montar Sprints culturales
• Cascadear el cambio al resto de la organización
• Assessments para medir cambios de comportamientos

4. Sostener las nuevas formas de trabajo

El cambio no es solo un esfuerzo individual, sino también un fenómeno social. Por ello hay que proveer de las redes sociales necesarias para apoyar los cambios de mentalidad y comportamiento. Intervenir con apoyo individual para roles críticos y períodos específicos, así como incorporar nuevas formas de trabajo, asegura la continuidad del cambio.

Por último, hay que utilizar datos para analizar lo que funciona y lo que no, permitiendo crear el siguiente conjunto de intervenciones y apoyo necesarios.

Algunas acciones relevantes de esta fase son:

• Integración de los Playbooks en el ciclo de talento de la organización
• Practica de los nuevos comportamientos en el día a día con bots potenciados por IA
• Diseño de una oficina para monitorizar el cambio y definir nuevas acciones
• Diseño y lanzamiento de Comunidades de Práctica (CoP)

La importancia de ser paciente e impaciente a la vez

Los procesos de transformación cultural son uno de los elementos más retadores, ya que nunca existe una receta única.

Ser estratégicamente paciente (teniendo claros esos resultados deseados y evitando dar bandazos), pero tácticamente impaciente (realizando acciones en las fases expuestas anteriormente y viendo qué funciona y qué no, para pivotar y corregir) es clave en los procesos de transformación.

El enfoque de las 4 fases ayuda a ello, posibilitando que estos viajes se conviertan en una experiencia enriquecedora para la organización, y no en un dolor de los que dejan cicatriz en la memoria colectiva.

Este es solo un resumen.
Si quieres profundizar en el enfoque completo, ejemplos y claves prácticas:

Descarga el PDF completo y accede a todo el contenido.

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En todos los sectores, la seguridad está experimentando un cambio estructural. Lo que antes se gestionaba principalmente como una función de cumplimiento o una métrica de desempeño se entiende cada vez más como un reflejo de cómo las organizaciones están diseñadas, lideradas y mejoradas de forma continua.

En entornos complejos y de alto riesgo, la seguridad no se logra únicamente mediante un mayor control o programas adicionales. Surge de la interacción entre el comportamiento del liderazgo, el diseño operativo, los entornos de decisión y la capacidad de la organización para aprender y adaptarse.

Basándonos en la ciencia global de la seguridad, el enfoque de Human & Organizational Performance (HOP), la investigación sobre seguridad psicológica y nuestra experiencia en transformación en múltiples industrias, identificamos ocho cambios clave que están definiendo la próxima evolución de la cultura de seguridad.  

1. La seguridad como valor organizacional central

La seguridad está dejando de tratarse como una prioridad cambiante. Las prioridades compiten. Los valores guían.

Cuando la seguridad se convierte en un valor central, influye en la toma de decisiones, en los compromisos bajo presión, en la planificación operativa y en la asignación de recursos. La seguridad pasa a ser una consecuencia natural de cómo funciona el sistema, en lugar de una iniciativa añadida a la producción.

Este cambio también redefine el rol de las funciones de seguridad: de supervisar el cumplimiento a habilitar un desempeño seguro y sostenible.

2. El aprendizaje como disciplina operativa

Las organizaciones están integrando el aprendizaje continuo en las operaciones diarias. En lugar de centrarse solo en lo que falló, exploran señales débiles, casi accidentes, fricciones operativas y adaptaciones exitosas.

El aprendizaje se convierte en una capacidad clave que acelera la generación de insights, fortalece la resiliencia y mejora la calidad de las decisiones.

3. Responsabilidad del liderazgo en todos los niveles

La cultura de seguridad se reconoce cada vez más como una capacidad de liderazgo, no solo como responsabilidad del área de HSE.

• Los directivos marcan la dirección y el tono.

• Los mandos intermedios traducen las expectativas en decisiones operativas.

• Los supervisores configuran el entorno de decisiones del día a día.

Las organizaciones exitosas convierten las expectativas de seguridad en comportamientos concretos de liderazgo y rutinas diarias, generando claridad y alineación entre niveles.

4. La seguridad psicológica como infraestructura

Una cultura de seguridad sólida depende de entornos donde las personas se sientan seguras para hablar.

Cuando los empleados perciben seguridad psicológica, las señales débiles emergen antes, los riesgos se discuten abiertamente y el aprendizaje se acelera.

La seguridad psicológica es una infraestructura operativa, no un tema “blando”.

5. Amplificar lo que funciona

Existe un reconocimiento creciente de que la mayor parte del trabajo se realiza de forma segura, a menudo en condiciones variables.

Estudiar el éxito revela la capacidad adaptativa y fortalece la resiliencia. Esto complementa el análisis tradicional de incidentes al reforzar la experiencia y la confianza.

6. Alinear el trabajo “imaginado” con el trabajo “real”

Los procedimientos y planes rara vez capturan perfectamente la complejidad operativa.

Las organizaciones líderes reducen la brecha entre políticas y realidad operativa incorporando la perspectiva del personal de primera línea y empoderando la autoridad para detener el trabajo.

El objetivo es una mejor alineación entre diseño y ejecución.

7. Diseñar para la toma de decisiones humana

Los incidentes suelen derivarse de sesgos cognitivos predecibles como la normalización de la desviación, el sesgo hacia la producción, el exceso de confianza y el sesgo retrospectivo.

Reconocer estas trampas en la toma de decisiones desplaza el enfoque de culpar a las personas hacia fortalecer los entornos de decisión.

8. La evolución cultural como capacidad a largo plazo

Una cultura de seguridad sostenible requiere integración en lugar de reinvención, desarrollo estructurado de capacidades en lugar de programas puntuales y medición del impacto conductual en lugar de métricas de actividad.

Las organizaciones que tienen éxito:

• Integran la seguridad en los sistemas existentes de liderazgo y operación

• Diseñan itinerarios de aprendizaje que apoyan la aplicación en el día a día

• Miden el cambio de comportamiento y los resultados operativos

• Refuerzan el progreso de manera consistente en el tiempo

La evolución cultural es un compromiso sostenido con la alineación del sistema y el desarrollo de capacidades.

Conclusión

La evolución de la cultura de seguridad trata menos de añadir controles y más de fortalecer sistemas.

La seguridad es algo que las organizaciones producen: a través de la claridad del liderazgo, el diseño operativo, la seguridad psicológica y el aprendizaje continuo.

Quienes integren estas capacidades de forma consistente no solo reducirán riesgos. Construirán organizaciones más resilientes, sostenibles y de alto desempeño.

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Sources & references:

• WorldSteel Association. Safety Culture & Leadership Fundamentals.
• Norsk Industri (2025). Safety Leadership and Learning: A Practical Guide to HOP.
• D. Parker et al. / Safety Science 44 (2006). Development of Organisational Safety Culture

• Hollnagel, E. (2014). Safety-I and Safety-II: The Past and Future of Safety Management.
• Hollnagel, E. (2018). Safety-II in Practice: Developing the Resilience Potentials.
• Conklin, T. (2012). Pre-Accident Investigations: An Introduction to Organizational Safety.
• Edmondson, A. (2018). The Fearless Organizations
• Reason, J. (1997). Managing the Risks of Organizational Accidents.

• Resilience Engineering research (Hollnagel,Woods, Leveson and others).

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Across industries, safety is undergoing a structural shift. What was once managed primarily as a compliance function or performance metricis increasingly understood as a reflection of how organizations are designed, led and continuously improved.

In complex and high-risk environments, safety is notachieved through stronger enforcement or additional programs alone. It emerges from the interaction between leadership behavior, operational design, decision environments and the organization’s capacity to learn and adapt.

Drawing on global safety science, Human & Organizational Performance (HOP), research on psychological safety, and our cross-industry transformation experience, eight key shifts are shaping the next evolution of safety culture.

1. Safety as a Core Organizational Value

Safety is moving beyond being treated as a shifting priority. Priorities compete. Values guide.

When safety becomes a core organizational value, it shapes decision-making, trade-offs under pressure, operational planning and resourceallocation. Safety becomes the natural consequence of how the system operates,rather than a campaign layered on top of production.

This shift also redefines the role of safety functions, from compliance policing to enabling safe and sustainable performance.

2. Learning as an Operating Discipline

Organizations are embedding continuous learning into everyday operations. Rather than focusing only on what failed, they exploreweak signals, near misses, operational friction and successful adaptations.

Learning becomes a core capability, accelerating insight, strengthening resilience and improving decision quality.

3. Leadership Ownership at All Levels

Safety culture is increasingly recognized as a leadership capability, not solely an HSE responsibility.

Executives define direction and tone.
Middle managers translate expectations into operational decisions.
Supervisors shape the daily decision environment.

Successful organizations translate safety expectations into concrete leadership behaviors and daily routines, creating clarity and alignment across levels.

4. Psychological Safety as Infrastructure

A strong safety culture depends on speaking-up environments.

When employees feel psychologically safe, weak signals surface earlier, risk trade-offs are openly discussed and learning accelerates.

Psychological safety is operational infrastructure , not a soft topic.

5. Amplifying What Works

There is growing recognition that most work is completed safely, often under variable conditions.

Studying success reveals adaptive capacity and strengthens resilience. This complements traditional incident analysis by reinforcing expertise and confidence.

6. Aligning Work-as-Imagined and Work-as-Done

Procedures and plans rarely capture operational complexity perfectly.

Leading organizations reduce the gap between policies and operational reality by inviting front line input and empowering stop-work authority.

The goal is better alignment between design and execution.

7. Designing for Human Decision-Making

Incidents often stem from predictable cognitive biases such as normalization of deviance, production bias, overconfidence and hindsight bias.

Recognizing these decision traps shifts focus from blaming individuals to strengthening decision environments.

8. Cultural Evolution as a Long-Term Capability

Sustainable safety culture requires integration rather than reinvention, structured capability journeys rather than one-off programs, and measurable behavioral impact rather than activity metrics.

Organizations that succeed:

• Integrate safety into existing leadership and operational systems
• Design earning journeys that support day-to-day application
• Measure behavioral change and operational outcomes
• Reinforce progress consistently over time

Cultural evolution is a sustained commitment to system alignment and capability building.

Conclusion

The evolution of safety culture is less about adding controls and more about strengthening systems.

Safety is something organizations produce — through leadership clarity, operational design, psychological safety and continuous learning.

Those who embed these capabilities consistently will not only reduce risk. They will build more resilient, sustainable and high-performing organizations.

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Sources & references:

• WorldSteel Association. Safety Culture & Leadership Fundamentals.
• Norsk Industri (2025). Safety Leadership and Learning: A Practical Guide to HOP.
• D. Parker et al. / Safety Science 44 (2006). Development of Organisational Safety Culture

• Hollnagel, E. (2014). Safety-I and Safety-II: The Past and Future of Safety Management.
• Hollnagel, E. (2018). Safety-II in Practice: Developing the Resilience Potentials.
• Conklin, T. (2012). Pre-Accident Investigations: An Introduction to Organizational Safety.
• Edmondson, A. (2018). The Fearless Organizations
• Reason, J. (1997). Managing the Risks of Organizational Accidents.

• Resilience Engineering research (Hollnagel,Woods, Leveson and others).

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La maggior parte delle riunioni di vendita non fallisce.
Semplicemente non porta a una decisione.

Ed è lì che si perde valore.

I clienti di oggi sono più informati, più selettivi e hanno meno tempo.
Non hanno bisogno di altre presentazioni di prodotto.
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Hanno bisogno di conversazioni che li aiutino a stabilire le priorità, decidere e andare avanti.

Eppure, il 58% delle riunioni di vendita non riesce a creare valore reale.
Non perché i venditori manchino di capacità, ma perché le conversazioni non sono progettate per far avanzare le decisioni.

“I clienti non agiscono su ogni esigenza che riconoscono.
Agiscono quando qualcosa diventa una priorità.”

In questo breve executive brief scoprirai:

• Perché la maggior parte delle conversazioni informa… ma non porta all’azione
• Cosa spinge davvero i clienti a stabilire priorità e muoversi
• Come creare urgenza senza compromettere la fiducia
• Il passaggio dal presentare soluzioni al facilitare decisioni
• Cosa distingue le conversazioni che si bloccano da quelle che accelerano il progresso

Se i tuoi team stanno affrontando trattative bloccate, decisioni ritardate o un pipeline lento, questo brief ti aiuterà a capire il perché e cosa fare in modo diverso.

Scarica l’executive brief e scopri come progettare conversazioni che portano davvero a decisioni.

A maioria das reuniões de vendas não fracassa.
Elas simplesmente não levam a uma decisão.

E é aí que o valor se perde.

Os clientes de hoje estão mais informados, mais seletivos e com menos tempo.
‍
Eles não precisam de mais apresentações de produto.
Precisam de conversas que os ajudem a priorizar, decidir e avançar.

Ainda assim, 58% das reuniões de vendas não conseguem gerar valor real.
‍
Não porque os vendedores não tenham capacidade, mas porque as conversas não são desenhadas para impulsionar decisões.

“Os clientes não agem sobre todas as necessidades que reconhecem.
Eles agem quando algo se torna prioridade.”

Neste breve material executivo, você vai descobrir:

• Por que a maioria das conversas informa… mas não gera ação
• O que realmente faz os clientes priorizarem e avançarem
• Como criar urgência sem prejudicar a confiança
• A mudança de apresentar soluções para viabilizar decisões
• O que diferencia conversas que estagnam daquelas que aceleram o progresso

Se suas equipes estão enfrentando negócios estagnados, decisões atrasadas ou um pipeline lento, este material vai ajudar você a entender o porquê — e o que fazer de diferente.

Baixe o material executivo e aprenda como desenhar conversas que realmente impulsionam decisões.

La mayoría de las reuniones de ventas no fracasan.
Simplemente no llevan a una decisión.

Y ahí es donde se pierde el valor.

Los clientes de hoy están más informados, son más selectivos y tienen menos tiempo.
‍
No necesitan más presentaciones de producto.
Necesitan conversaciones que les ayuden a priorizar, decidir y avanzar.

Y, sin embargo, el 58% de las reuniones de ventas no logra generar un valor real.
‍‍
No porque los vendedores carezcan de capacidad, sino porque las conversaciones no están diseñadas para impulsar decisiones.

“Los clientes no actúan sobre cada necesidad que reconocen.
Actúan cuando algo se convierte en una prioridad.”

En este breve informe ejecutivo descubrirás:

Por qué la mayoría de las conversaciones informan… pero no generan acción

• Qué es lo que realmente hace que los clientes prioricen y avancen
• Cómo crear urgencia sin dañar la confianza
• El cambio de presentar soluciones a facilitar decisiones
• Qué diferencia a las conversaciones que se estancan de las que aceleran el avance

Si tus equipos están experimentando acuerdos estancados, decisiones retrasadas o un pipeline lento, este informe te ayudará a entender por qué y qué hacer diferente.

Descarga el informe ejecutivo y aprende a diseñar conversaciones que realmente impulsen decisiones.

Most sales meetings don’t fail.
They just don’t lead to a decision.

And that’s where value is lost.

Today’s customers are more informed, more selective, and more time-poor.

They don’t need more product pitches.
They need conversations that help them prioritize, decide, and move forward.

And yet, 58% of sales meetings fail to create real value.

Not because sellers lack capability, but because conversations are not designed to move decisions forward.

“Customers don’t act on every need they recognize.

They act when something becomes a priority.”

 In this short executive brief, you’ll discover:

• Why most conversations inform… but don’t drive action
• What actually makes customers prioritize and move
• How to create urgency without damaging trust
• The shift from presenting solutions to enabling decisions
• What separates conversations that stall from those that accelerate momentum

If your teams are experiencing stalled deals, delayed decisions, or slow pipeline movement, this brief will help you understand why, and what to do differently.

Download the Executive Brief and learn how to design conversations that actually move decisions forward

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Global spending on AI is forecast to reach $2.52 trillion by 2026, a 44% year-over-year increase, according to Gartner. At the same time, only about 10% of AI pilots scale beyond proof of concept.

What’s the disconnect?

Why aren’t most organizations seeing the ROI they hoped for, despite making such large investments?

It’s not because the technology isn’t ready. And it’s not because the use cases are unclear.

The disconnect exists because many organizations are investing in AI as a technology upgrade and expecting a business transformation in return.

The tools are advancing at breathtaking speed, and most organizations already have AI in motion. But the work itself often stays the same. AI gets layered onto existing tasks instead of being used to rethink workflows end to end. Adoption metrics go up, while decisions, operating models, and value creation remain largely untouched.

When teams first start using AI, they do what makes sense. They try to recreate today, just faster. Can it help me write this? Analyze that? Save a bit of time?

That’s a smart place to begin. But it’s not where ROI, or reinvention, actually shows up.

Getting over the hump

Real returns begin when teams experience what we often call “getting over the hump.”

This is the moment when two things click at once:  

1. AI can fundamentally change how work gets done.

2. People don’t need deep technical expertise to make that change happen.

When teams see weeks of work compress into hours, or watch an end-to-end workflow suddenly run in a new way, something shifts. Confidence replaces hesitation. Curiosity replaces caution. The questions change, from “How do I use this tool?” to “What’s possible now?”

That shift matters, because ROI doesn’t come from using AI more often, it comes from using it to work differently.

Why ROI stalls as AI scales

As AI initiatives expand, many organizations discover that the limiting factor isn’t the technology itself. It’s the environment surrounding the work.

ROI shows up when teams are able to explore and redesign workflows, not just automate steps. That requires clarity on outcomes and guardrails, but also room to experiment, learn, and iterate. When AI is tightly controlled or narrowly deployed, pilots stay pilots. When people are trusted to rethink how work happens, value starts to compound.

Organizations that unlock ROI don’t chase perfect use cases upfront. They focus on learning faster and applying those insights where they matter most.

The early signal that ROI is coming

Long before AI shows up in financial results, there’s an earlier indicator that organizations are on the right path.

People are energized by the work.

You see it when teams start sharing experiments, when ideas move across functions, and when learning becomes visible rather than hidden. Progress feels owned, not imposed.

That energy isn’t accidental. It’s a signal that people feel trusted to rethink how work happens, and that trust is essential to turning investment into impact.

Reinvention happens closer to the work than most expect

AI reinvention rarely starts with a sweeping rollout or a multi-year roadmap. More often, it begins with one meaningful workflow, one team close to the work, and a willingness to ask a different question.

With the right support, that team gets over the hump. What they learn becomes reusable. Patterns emerge. Over time, those insights connect, creating enterprise-wide impact and sustained ROI.

That’s how organizations move from isolated pilots to real returns.

What this means for AI investment

No organization feels fully “caught up” with AI, and that’s true across industries.

The organizations that will realize ROI aren’t waiting for certainty or the next breakthrough tool. They’re reinvesting their AI spend into new ways of working that scale human potential alongside technology.

Handled thoughtfully, AI doesn’t distance people from the work. It brings them closer - to better decisions, stronger collaboration, and better outcomes.

For many organizations, that’s where the real return begins.

Technology choices are often made under pressure - pressure to modernize, to respond to shifting client expectations, to demonstrate progress, or to keep pace with rapid advances in AI. In those moments, even experienced leadership teams can fall into familiar traps: over-estimating how differentiated a capability will remain, under-estimating the organizational cost of sustaining it, and committing earlier than the strategy or operating model can realistically support.

After decades of working with leaders through digital and technology-enabled transformations, I’ve seen these dynamics play out again and again. The issue is rarely the quality of the technology itself. It’s the timing of commitment, and how quickly an early decision hardens into something far harder to unwind than anyone intended.

What has changed in today’s AI-accelerated environment is not the nature of these traps, but the margin for error. It has narrowed dramatically.

For small and mid-sized organizations, the consequences are immediate. You don't have specialist teams running parallel experiments or long runways to course correct. A single bad platform decision can absorb scarce capital, distort operating models, and take years to unwind just as the market shifts again.

AI intensified this tension. It is wildly over-hyped as a silver bullet and quietly under-estimated as a structural disruptor. Both positions are dangerous. AI won’t magically fix broken processes or weak strategy, but it will change the economics of how work gets done and where value accrues.

When leaders ask how to approach digital platforms, AI adoption, or operating model design, four questions consistently matter more than the technology itself.

• What specific market problem does this solve, and what is it worth?
• Is this capability genuinely unique, or is it rapidly becoming commoditized?
• What is the true total cost - not just to build, but to run and evolve over time?
• What is the current pace of innovation for this niche?

For many leadership teams, answering these questions leads to the same strategic posture. Move quickly today while preserving options for tomorrow. Not as doctrine, but as a way of staying adaptive without mistaking early commitment for strategic clarity.

Why build versus buy is the wrong starting point

One of the most common traps organizations fall into is treating digital strategy as a series of isolated build-vs-buy decisions. That framing is too narrow, and it usually arrives too late.

A more powerful question is this. How do we preserve optionality as the landscape continues to evolve? Technology decisions often become a proxy for deeper organizational challenges. Following acquisitions or periods of rapid change, pressure frequently surfaces at the front line. Sales teams respond to client feedback. Delivery teams push for speed. Leaders look for visible progress.

In these moments, technology becomes the focal point for action. Not because it is the root problem, but because it is tangible.

The real risk emerges operationally. Poorly sequenced transitions, disruption to the core business, and value that proves smaller or shorter-lived than anticipated. Teams become locked into delivery paths that no longer make commercial sense, while underlying system assumptions remain unchanged.

The issue is rarely technical. It is temporal.

Optimizing for short-term optics, particularly client-facing signals of progress, often comes at the expense of longer-term adaptability. A cleaner interface over an ageing platform may buy temporary parity, but it can also delay the more important work of rethinking what is possible in the near and medium term.

Conservatism often shows up quietly here. Not as risk aversion, but as a preference for extending the familiar rather than exploring what could fundamentally change.

Licensing as a way to buy time and insight

In fast-moving areas such as AI orchestration, many organizations are choosing to license capability rather than build it internally. This is not because licensing is perfect. It rarely is. It introduces constraints and trade-offs. But it was fast. And more importantly, it acknowledged reality.

The pace of change in this space is such that what looks like a good architectural decision today may be actively unhelpful in twelve months. Licensing allowed us to operate right at the edge of what we actually understood at the time - without pretending we knew where the market would land six or twelve months later.

Licensing should not be seen as a lack of ambition. It is often a way of buying time, learning cheaply, and avoiding premature commitment. Building too early doesn’t make you visionary, often it just makes you rigid.

AI is neither a silver bullet nor a feature

Coaching is a useful microcosm of the broader AI debate.

Great AI coaching that is designed with intent and grounded in real coaching methodology can genuinely augment the experience and extend impact. The market is saturated with AI-enabled coaching tools and what is especially disappointing is that many are thin layers of prompts wrapped around a large language model. They are responsive, polite, and superficially impressive - and they largely miss the point.

Effective coaching isn’t about constant responsiveness. It’s about clarity. It’s about bringing experience, structure, credibility, and connection to moments where someone is stuck.

At the other extreme, coaches themselves are often deeply traditional. A heavy pen, a leather-bound notebook, and a Royal Copenhagen mug of coffee are far more likely to be sitting on the desk than the latest GPT or Gemini model.

That conservatism is understandable - coaching is built on trust, presence, and human connection - but it’s increasingly misaligned with how scale and impact are actually created.

The real opportunity for AI is not to replace human work with a chat interface. It is to codify what actually works. The decision points, frameworks, insights, and moments that drive behavior change. AI can then be used to augment and extend that value at scale.

A polished interface over generic capability is not enough. If AI does not strengthen the core value of the work, it is theatre, not transformation.

What this means for leaders

Across all of these examples, the same pattern shows up.

The hardest decisions are rarely about capability, they are about timing, alignment, and conviction.

Building from scratch only makes sense when you can clearly articulate:

• What you believe that the market does not
• Why that belief creates defensible value
• Why you’re willing to concentrate risk behind it

Clear vision scales extraordinarily well when it’s tightly held. The success of narrow, focused Silicon Valley start-ups is testament to that.

Larger organizations often carry a broader set of commitments. That complexity increases when depth of expertise is spread across functions, and even more so when sales teams have significant autonomy at the point of sale. Alignment becomes harder not because people are wrong, but because too many partial truths are competing at once.

In these environments, strategic clarity, not headcount or spend, creates advantage.

This is why many leadership teams choose to license early. Not because building is wrong, but because most organizations have not yet earned the right to build.

This article was originally publish on Rotman Management

IN OUR CONSULTING WORK with teams at all levels—especially senior leadership—my colleagues and I have noticed teams grappling with an insidious challenge: a lack of effective prioritization. When everything is labeled a priority, nothing truly is. Employees feel crushed under the weight of competing demands and the relentless urgency to deliver on multiple fronts. Requests for prioritization stem from both a lack of focused direction and the challenge of efficiently fulfilling an overwhelming volume of work. Over time, this creates a toxic cycle of burnout, inefficiency and dissatisfaction.

The instinctive response to this issue is to streamline, reduce the number of initiatives, and focus. While this is a step in the right direction, it doesn’t fully address the problem. Prioritization isn’t just about whittling down a to-do list or ranking activities by importance and urgency on an Eisenhower Decision Matrix; it also requires reshaping how we approach work more productively.

In our work, we have found that three critical factors lie at the heart of solving prioritization challenges: tasks, tracking and trust. Addressing these dimensions holistically can start to address the root causes of feeling overwhelmed and lay the foundation for sustainable productivity. Let’s take a closer look at each.

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Across industries, leaders agree: critical roles, those with outsized impact on organizational success on business success, deserve focused attention. And yet, most organizations still struggle to define them clearly, identify the right talent, and build the readiness needed to execute when it matters most. Despite years of investment in succession planning and high-potential pipelines, most organizations still lack the clarity and consistency needed to execute critical role strategy with confidence.

What are critical roles, really?

We define critical roles as those that disproportionately impact business outcomes and are hard to fill, often cross-functional, and deeply tied to strategic execution. They aren’t always the most senior roles, but they’re the ones that, if left vacant or poorly filled, slow down growth, innovation, or transformation. These roles often require capabilities that go beyond technical expertise like influence across silos, decision-making without full control, and the ability to navigate ambiguity.

Many organizations assume they know their critical roles, but often these definitions are inherited, outdated, or driven by hierarchy, not business value. We encourage clients to pressure-test role criticality by asking: How does the law of supply and demand apply when the demand for this critical role is high, but the supply is limited due to how difficult it is to find, train, and develop ready leaders?

The maturity challenge: what the data shows

Despite prioritizing critical roles, most organizations are not where they want to be:

• Only 21% say successors for critical roles are truly ready¹
• Just 25% have clear development plans for people in these roles²‍
• 50% are starting to expand beyond executive roles, but definitions are still narrow³

This results in a rise of business risk. Transitions stall. Significant business moments like product launches, market expansions, or leadership shifts get delayed or derailed. Even when roles are named and successors are listed, too often it’s the same few people rotating through stretch assignments without real role-level clarity or successor variety.

Three distinct talent needs we see

At BTS, we see three pivotal talent needs organizations must design for:

1. The role has evolved, but the leader hasn’t. The strategy has shifted, but expectations haven’t been redefined.
2. The pipeline is unclear. It hasn’t been clearly identified who belongs on the bench or whether the right people are even in it. Without visibility and targeted development, readiness remains more of a guess than a strategy.
3. A decision needs to be made now, and it must be right. The risk of getting it wrong is high, and factual, objective evidence is needed.

Readiness isn’t a one-time conversation; instead, it’s a continuous discipline. The most advanced organizations are building systems, not just lists.

Seven enablers of a critical role strategy

In our work across industries, the most effective organizations are building discipline around critical roles, not just process. We’ve identified seven drivers that consistently separate high-performing strategies from reactive ones. These show up in different ways depending on where an organization is at on their journey:

1. Strategic alignment: Roles are clearly tied to business goals and future priorities.
2. ‍Role definition: Roles are defined by impact, not hierarchy.‍
3. Building profiles: The definition of success in role is based on the future, not the past. ‍
4. Wide-ranging talent pipelines: Bench strength reflects diversity of experience, geography, background, and perspective.‍
5. Immersive development: Successors build real readiness through stretch roles, simulations, and job previews. Coaching enhances these experiences by helping leaders process feedback, build self-awareness, and apply learning to their context.‍
6. Retention strategy: Incumbents are supported with personalized development and visible investment.‍
7. Continuity planning: Institutional knowledge is captured and transitioned before it walks out the door.

What great looks like in practice

Most organizations rely on role titles, tenure, and intuition. But that’s not enough for roles that carry real risk. Organizations that are closing the readiness gap are doing more than refreshing succession charts. They’re investing in: custom success profiles, assessment-backed talent decisions, and development experiences that reflect the real demands of the role. Great organizations don’t just offer development; they also create role-specific experiences that build the judgment, fluency, and resilience required for the real pressures of the job. It’s not just about knowledge; it’s about role conditioning.

How future-ready is your approach? A quick checklist

Use this checklist to pressure-test the strength of your critical role strategy:

• Have you defined critical roles based on future business impact, not just titles?
• Are success profiles aligned with what the business will require tomorrow?
• Do you know who’s in your bench and how ready they are?
• Are your placement decisions based on structured assessment, not gut feel?
• Are your successors learning through stretch experiences and role previews?
• Are incumbents receiving targeted support that drives their retention and growth?
• Do you have a plan for knowledge transfer if someone in a critical role left today?

What you can do now

• Clarify what roles are truly critical by future impact, not just past precedent
• Be honest about readiness and measure it before placing someone in role
• Invest intentionally and build immersive, real-world development to match role demands
• Don’t confuse visibility with readiness; make decisions based on data, not familiarity
• Prepare leaders before they transition into a critical role so they’re ready to thrive from day one

Critical roles don’t just need names next to them. They need clarity, intention, and investment. Organizations that treat critical role strategy as a leadership capability, not just a process, are the ones driving growth and resilience in today’s market. This isn’t just about building a bench. It’s about building belief, from the front line to the C-suite, that the right people are leading in the moments that matter most.

¹Gartner, 2023 report

²The Talent Strategy Group, Critical Roles Report, Apr 2025

³Korn Ferry, Revamping Succession Planning, Nov2023 report

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Each business revolution has reshaped not only how businesses operate, but how they organize themselves and empower their people. From the industrial age to the information era, and now into the age of artificial intelligence, technology has always brought with it a reconfiguration of authority, capability, and judgment.

In the 19th century, industrialization centralized work and knowledge. The factory system required hierarchical structures where strategy, information, and decision-making were concentrated at the top. Managers at the apex made tradeoffs for the greater good of the enterprise because they were the only ones with access to the full picture.

Then came the information economy. With it came the distribution of information and a need for more agile, team-based structures. Cross-functional collaboration and customer proximity became competitive necessities. Organizations flattened, experimented with matrix models, and pushed decision-making closer to where problems were being solved. What had once been the purview of a select few, judgment, strategic tradeoffs, and insight became expected competencies for managers and team leads across the enterprise.

Now, AI is changing the game again. But this time, it’s not just about access to data. It’s about access to intelligence.

Generative AI democratizes access not only to information, but to intelligent output. That shifts the burden for humans from producing insights to evaluating them. Judgment, which was long the domain of a few executives, must now become a baseline competency for the many across the organization.

But here’s the paradox: while AI extends our capacity for intelligence, discernment, the human ability to weigh context, values, and consequence, is still best left in the hands of human leaders. As organizations begin to automate early-career work, they may inadvertently erase the very pathways and opportunities by which judgment was built.

Why judgment matters more than ever

Deloitte’s 2023 Human Capital Trends survey found that 85% of leaders believe independent decision-making is more important than ever, but only 26% say they’re ready to support it. That shortfall threatens to neutralize the very productivity gains AI promises.

If employees can’t question, challenge, or contextualize AI’s output, then intelligent tools become dangerous shortcuts. The organization stalls, not from a lack of answers, but from a lack of sense-making.

What organizations must do

To stay competitive, organizations must shift from simply adopting AI to designing AI-aware ways of working:

• Build new learning paths for judgment development. As AI replaces easily systematized tasks, companies must replace lost learning experiences with mentorship, simulations, and intentional development planning.

• Design workflows that require human input. Treat AI as a co-pilot, not an autopilot. Embed review checkpoints and tradeoff discussions. Just as innovation processes have stage gates, so should AI analyses.

• Make judgment measurable. Assess and develop decision-making under ambiguity from entry-level roles onward. Research shows the best learning strategy for this is high-fidelity simulations.

• Start earlier. Leadership development must begin far earlier in career paths, because judgment, not just knowledge, is the new differentiator.

What’s emerging is not just a flatter hierarchy, but a more distributed sense of judgment responsibility. To thrive, organizations must prepare their people not to outthink AI, but to out-judge it.

At BTS, we’re constantly challenging ourselves to innovate at speed. And right now, it feels like we’re standing at the edge of something massive. The energy? Electric. The velocity? Unprecedented. For many of us, the current pace feels a lot like the early days of the pandemic: disorienting, high-stakes, and somehow exhilarating. And honestly—it should feel that way. Our teams have been tinkering with AI, specifically LLMs, for the past 2.5 years and it has really been in the last eight months that I can see the profound impact it is going to have for our clients, for our services and our operating model.

The opportunity isn’t about the technology. The world has it and it’s getting better by the minute. The issue is people and people’s readiness to adopt it and be re-tooled and re-skilled. It’s about leadership. AI is deeply personal, it’s surgical. In fact, that’s its genius. So, getting full scale adoption of AI, re-tooling everyone in the company by workflow, so that they can invent new services, unlock new customer value, unlock new levels of productivity, even use it for a better life, is the current race. The central question I’ve been wrestling with, alongside our clients and our own teams, is this:

What does AI actually mean for leadership and culture?

And the answer is clearer by the day: AI isn’t just a new toolset. It’s a new mindset. It demands that we rethink how we lead, how we learn, and how we build thriving organizations that can compete, adapt, and grow.

The productivity paradox revisited

Let’s start with the elephant in the boardroom. There’s been a lot of buzz around AI and its promises. But many leaders have quietly wondered: Will any of this actually move the needle? A year ago, we were asking the same thing. We had licenses. We had curiosity. We had early experiments. But the results were modest, a 1% productivity gain here or there. But by April, we were seeing:

• 30–80% productivity gains in software engineering
• 9–12% gains in consulting teams
• 5%-20% improvements in client success and operations

Just as importantly, the innovation unlock and creativity across our platforms due to vibe coding along with new simulation layers, is leading to new value streams for our clients. This isn’t theoretical. It’s not hype. It’s real. The difference? Adoption, ownership, and a shift in how we lead in order to energize the AI innovation within our teams. The challenge now isn’t whether AI creates value. It’s how to unlock and scale that value across teams, geographies, and business units—and do it fast.

Two Superpowers of the Agentic AI Era

In working with leaders across industries, I’ve come to believe in two superpowers (there are more as well) that will unlock the potential of this AI era: Jazz Leadership and a Simulation Culture.

1. Jazz Leadership

Forget the orchestra (although personally I am a big fan.) The successful team cultures that are innovating with AI feel more like jazz. In jazz, there’s no conductor. There’s no fixed sheet music. There are core bars and then musicians make up music on the spot based on each other’s creativity, building off of each other’s trials, riffs and mistakes, build something extraordinary together. This is how experimenting with AI today, in the flow of work, feels like.

For each activity across a workflow, how can new AI prompts, agents, and GPTs make it better, codify high performance, drive speed and quality simultaneously? How can we try something totally different and still get the job done? How might we re-invent how we work? That’s how high-performing teams operate in the AI era. The world is moving too fast for command-and-control leadership, a perfect sheet of music with one leader who is interpreting the sheet music and directing. What we need instead is improvisation, trust, shared authorship, courage and a playful spirit because there are just as many fails as breakthroughs.Jazz leadership is about creating the conditions where:

• Ideas can come from anywhere
• People see tinkering and testing as key to survival and AI failures mean your team is at the edge of what’s possible for your services and ways of working
• Leaders say, “I don’t have all the answers, but I’ll go first, with you”
• People feel “I’m behind relative to my peers in the company” and the company sees this as a good sign because the pace of learning with AI means higher chance of success in the new era

At BTS, we recently promoted five new partners who embody this mindset. They weren’t the most traditional leaders. But they were the most generative. They coached others. They experimented and are constantly re-tooling themselves and others. They inspired movement. They are keeping us ahead, keeping our clients ahead and driving our re-invention. Jazz leaders make teams better, not by directing every note—but by setting the stage for breakthroughs. It is similar to the agile movement, similar to how it felt in Covid as companies had to reinvent themselves. It’s entrepreneurial, chaotic and fun.

2. Simulation Culture

The ability to simulate is a super-power in this next agentic, AI era. Simulation has always been part of creating organizational agility, high performance and leadership excellence. But AI and high-performance computing have transformed it into something bigger, faster, and infinitely more powerful. It means that building a simulation culture is within all of our grasp, if we tap its power.Today, companies simulate:

• Strategic alternatives - from market impact all they way to detailed frontline execution
• New business, new markets and operating models
• Major capital deployment e.g. build a digital twin of a factory before breaking ground
• Initiative implementation
• Workflows current and future
• Jobs to assess for talent and critical role readiness
• Customer conversations and sales enablement motions

With a simulation culture, where you regularly engage in scenario planning and expect preparation and practice as a way of working, billions in capital is saved, cross-functional teams are strengthened, high performance gets institutionalized, win rates increase, earnings and cash flow improves.

Where to get started

Below are a few examples of what leading organizations are doing. Consider testing these in your own organization:

• Conversational AI bot platforms used to scale performance expectations and the company’s unique culture.
• Agentic simulations built into tools so people can prepare and practice with 100% perfect context and not a wasted moment.
• Digital twins of the job created so that certifications and hiring decisions are valid.
• Micro-simulations spun up in hours to align 50,000 people to a shift in the market or a new operational practice.

Final Thoughts

• Lead like a jazz musician. Embrace improvisation, courage and shared creativity.
• Build a simulation culture. Because in a world that’s moving this fast, practice isn’t optional—it’s how we win.

This is a brave new world. Not five years from now. Right now.Let’s shape it—together.

Meetings are a universal ritual in organizational life. While managers on average spend more than half their working hours in meetings, many leaders can’t shake the feeling that meetings are falling short of their potential. Are they advancing the work, or quietly draining energy? At BTS, we study teams not as collections of individuals, but as living systems. This perspective reveals dynamics that traditional methods often overlook. Rather than aggregating individual 360° assessments, we assess the team as a whole to examine how the team functions collectively. Applying that lens to one of the most common team activities (meetings) uncovers patterns worth paying attention to. Drawing on thousands of team assessments in our database, we focused on two meeting behaviors:

• Do teams meet regularly?
• Do team members leave meetings with clear accountabilities and next steps?

Our question: How strongly do these behaviors relate to overall team effectiveness?

What the data revealed

Using data from 1,043 respondents (team members and informed stakeholders) we ran a Bayesian analysis to evaluate the predictive power of each behavior. The results were striking:

• Both behaviors were linked to higher team effectiveness.
• But one mattered far more: leaving meetings with clear accountabilities and next steps was 3.9x more predictive of team effectiveness than simply meeting regularly.
• And teams that often or always wrap up meetings with next steps rated 0.66 points higher on a 5-point scale of team effectiveness than teams who sometimes, rarely, or never close with accountabilities - that's almost a full standard deviation higher (0.96 sd)

Meetings aren’t the problem, muddy outcomes are.

Teams often default to frequency, setting cadences of check-ins or standing meetings. Our data suggest that what differentiates effective teams from the rest is not how many meetings they hold, but what comes out of them. A team that meets less often but ends each session with clear accountabilities will outperform a team that meets frequently but leaves outcomes ambiguous. In other words, meetings aren’t inherently wasted time; they become wasted time when they don’t translate into aligned action.

A simple shift that pays dividends

The good news: improving meetings doesn’t require radical redesign. Small changes reinforce accountability and dramatically increase the value extracted:

• Close with clarity. Reserve the last 5–10 minutes of every meeting to confirm: What decisions have been made? Who owns what? By when? This habit shifts meetings from “discussions” to “decisions.”
• Make commitments visible. Use a shared action log, team board, or project tracker so next steps are transparent, and progress is easy to follow. Visibility builds accountability.
• Assign a “Closer.” Rotating this role signals that closing well is everyone’s responsibility. The Closer ensures the team doesn’t drift into vague agreements, but leaves aligned and ready to act.

When teams adopt these habits, the difference is tangible: less rehashing of the same topics, faster progress on priorities, and a stronger sense of shared ownership. These small shifts compound quickly, making meetings not just more efficient, but more energizing and effective. In a world where teams face relentless demands and limited time, focusing on how meetings end may be one of the fastest ways to improve how teams perform.

In today’s business environment, strategy no longer unfolds neatly from vision to execution. Disruption is constant, complexity is accelerating, and expectations are shifting in real time. In this context, strategy that is overly scripted becomes brittle. The organizations that thrive today are the ones that have learned to improvise. Not reactively, but with intention, agility, and confidence. To many executives, the idea of “strategy improv” might sound risky or chaotic. In truth, great improvisation is neither. It is a learned discipline rooted in presence, trust, and adaptability. It is what enables teams to respond purposefully in the face of the unexpected. And it is quickly becoming a core leadership capability for our times.

Why strategy needs to shift

For decades, the dominant model of strategy has been based on control. A select few defined the vision, cascaded goals through layers of the business, and expected execution to follow. Success was measured by fidelity to the plan. The world no longer works that way. Markets are volatile. We are in a technology super cycle. Customer needs evolve faster than product roadmaps. And the economic, geopolitical, and environmental future is increasingly uncertain. Rigid strategies struggle to survive this level of flux. They become outdated before implementation begins. Worse, they force teams into patterns of execution that ignore emerging data, evolving context, or untapped insight. What is needed now is not more precision. What is needed is more adaptability.

Strategy as intention, not prescription

In improvisational terms, a strategic plan is no longer a fixed script. It is a shared intention. It is a direction, not a destination. It is a compass, not a map. The core strategic question is no longer, “What is our five year plan?” but instead: “How do we respond wisely, quickly, and collectively to whatever emerges in service of our purpose?” This does not mean abandoning structure or discipline. In fact, it demands more of both. But the emphasis shifts from defining every move in advance to cultivating the conditions where people can make smart decisions in the moment. Here is the distinction:

• A goal says: “We will grow 17 percent in revenue.”

• An intention says: “To grow 17 percent, we will delight our clients, grow our impact, and operate with excellence to unlock long term value.”

The first is measurable. The second is both meaningful and measurable. And it is meaning that enables action when the path becomes unclear.

What improv really means

Improv in business is ripe for misunderstanding. It is not winging it or hoping for the best. Great improv is highly disciplined. It is grounded in preparation, presence, and shared principles. Here are a few improv principles that matter most for leaders and teams:

• Yes, And… Build on what is already in motion instead of shutting it down. That is how momentum grows.

• Make Your Partner Look Good. Execution is collective. Leaders who elevate others create trust and shared ownership.

• Be Present. You cannot rely on what worked yesterday or predict what comes tomorrow. Execution happens in this moment.

• Listen for What Is New. Do not just confirm your beliefs. Notice weak signals, dissenting voices, and emerging shifts.

• Commit to the Scene. Once you step in, go all in. Half-hearted execution drains energy and derails progress.

These are not stage tricks. They are everyday disciplines for how leaders and teams show up together when the path is not clear.

The boundary: What can and cannot be improvised

Not everything can or should be improvised. You cannot spin up a new factory in six weeks or redo a regulatory filing on the fly. Capital projects, infrastructure, hiring pipelines, and compliance require structure, discipline, and lead time. Within those guardrails, much of execution is improv. The actions and moves you make can and show flex with the need and the moment. Such moves might include:

• How you respond to a customer this week

• How you redeploy resources when a competitor surprises you

• How you adjust product features in response to early user feedback

The art is knowing the difference. Improv lives inside the boundaries, not outside them. And that is where the advantage lies.

We know it works

We have already seen this in action. During COVID, strategy as improv was not optional. Plans dissolved overnight. Leaders had to pivot in real time, trust their teams, and reimagine value on the fly. Many succeeded, not because they had the perfect plan, but because they had the capacity to improvise. Consider two everyday situations:

• Telecommunications company: With hardware and software tightly linked, this company faced constant tension between short-term changes in a release and the permanence of installed infrastructure. By learning to improvise in the short term with software while anchoring their long-term vision in hardware roadmaps, they delivered quick wins without derailing future value. To do so, leaders had to abandon siloed “hardware first” or “software first” thinking and live in both worlds at once.

• Global manufacturer: Preparing for volatility in regulation and transportation, this company had shifted to thinking of its manufacturing footprint as a portfolio of capabilities rather than fixed plants. When sudden shifts hit sooner than expected, they could improvise quickly, rebalancing capacity across countries, not because they were ready but because they had already rehearsed some of the moves. The adjustments were urgent, but they felt planful.

These are not exotic cases. They are reminders that when strategy execution meets reality, it is the organizations that can improvise with purpose that thrive.

From plans to response

The core strategic question has changed. It is no longer, “What is our five year plan?” but instead: “How do we respond wisely, quickly, and collectively to whatever emerges?” Capacity, creativity, and commitment to the purpose and intention of the strategy, not certainty, are now the keys to competitive advantage. Those attributes are built through people: their judgment, their alignment, and their ability to act in service of shared priorities.

How to build strategic improv into your organization

Improv is not just an individual skill. It is an organizational capacity. Here are five practical ways to embed it into how your teams work:

1. Ground the organization in purpose and priorities. Make sure everyone knows the “why” behind your strategy. Not just the outcomes you are chasing, but the value you aim to create. Purpose creates the throughline that allows teams to improvise without drifting.

1. Build enterprise perspective at all levels. Give people visibility into how their choices affect the whole. When teams understand upstream and downstream impacts, they act with greater confidence and coordination.

1. Normalize adaptation, not perfection. Shift the narrative from flawless execution to responsive evolution. Celebrate learning, reward and highlight intelligent risk taking, and treat change as a constant, not a crisis.

1. Practice collective sensemaking. Create space for cross functional conversation, reflection, and signal sensing. Encourage teams to bring forward what they are noticing, not just what they are reporting.

1. Train for improvisation. Just as improv actors practice, so can your leaders. Build their capacity to navigate ambiguity, connect dots, and co-create solutions in real time. The payoff is not just agility. It is resilience.

Final thought

Strategy execution today is less about control and more about capability. It is less about knowing the answers and more about creating the conditions where your people can discover the right answers for now, together. Companies that thrive in uncertainty will not be the ones with the tightest plans. They will be the ones that can improvise with purpose, with confidence, and with each other. When the world will not wait, improv is not optional. It is the new strategic advantage.

Leadership frameworks are introduced with good reason. Done well, they define what great leadership looks like, guide decisions under pressure, and give employees clarity on what’s expected. A strong framework can align leaders, speed up decision-making, and reinforce the culture an organization needs to grow. But too often, frameworks launch with energy and then fade. Behaviors are defined. Announcements are made. Posters go up. Resources are shared. For a while, it feels like momentum, but everyday habits don’t change. When frameworks fail to stick, it’s not just a missed opportunity. It puts strategy execution, talent alignment, and transformation outcomes at risk. The real challenge isn’t writing the right words. It’s embedding those words into how people work, lead, and decide especially under pressure. That’s where the true power of a framework lies: not in its creation, but in its activation. Our work with leadership teams has shown this again and again: to activate a framework, you must shift how people lead, how work gets done, and how the system reinforces it all.

Why one model can’t, and shouldn’t, do it all

Many organizations try to do too much with a single framework. They blur cultural aspiration with behavioral expectation, leaving people with something that sounds inspiring but isn’t practical. The result? A framework that lacks both inspiration and clarity. The most effective approach is to keep them distinct but connected:

• Cultural principles provide direction and inspiration, creating a shared ethos and common language.

• Behavioral expectations provide clarity and action, defining how leaders and teams are expected to behave especially under pressure.

Frameworks aren’t tested in calm moments. They’re tested when the stakes are high, during uncertainty, tension, or rapid change. That’s when leaders need clarity. Strong frameworks show up in three critical places:

• In people decisions: influencing how leaders hire, promote, and reward talent.

• In business decisions: serving as a lens for setting priorities, making trade-offs, and course-correcting.

• In cultural moments: reinforcing how teams respond to change, uncertainty, or challenge.

Whether you’re shaping culture, driving transformation, or building systems for speed, your framework is either fueling progress or quietly holding it back. One framework should inspire with purpose and direction. The other should guide action, so people know how to lead, how to decide, and how to show up when it counts. When both are in place, and aligned with strategy and systems, culture becomes a lever for transformation, not a barrier.

Making it real

Too often, the launch of a framework feels like the finish line. Leaders put energy into designing the model, running workshops, and sharing materials but the follow-through is where momentum slips. Competing business priorities quickly take over. Senior leaders may see the framework as an HR initiative rather than their own responsibility. Employees can feel overwhelmed by change or confused if the framework is too complex. And if systems like performance reviews, hiring, or recognition don’t reflect the framework, it starts to feel optional. The result? Even strong frameworks can fade into the background, seen as “just another initiative” rather than something that truly guides how the organization leads and makes decisions. The difference comes when activation is intentional, and includes:

• Practical tools that make it easy to use in the moment behavior guides, coaching templates, interview prompts, checklists.

• Manager development that goes beyond awareness, giving leaders confidence to apply the framework in setting goals, giving feedback, and developing their teams.

• Targeted communication that ties the framework to business priorities and brings it to life with senior leader stories and real examples.

• Personalization so employees can see how the framework connects to their own roles, decisions, and impact.

Most importantly, frameworks stick when leaders own them. When senior leaders use the framework to guide their own choices and conversations, it stops being a program and starts becoming how the business runs.

Modernize without losing what matters

For organizations with deep histories, shifting long-standing leadership behaviors and ways of working is a balancing act. Move too fast, and you risk alienating the very leaders you need. Move too slow, and you risk falling behind evolving customer needs, strategic priorities, and market realities. Employees need to know that the values and behaviors that made them successful still matter even as new expectations take hold. That means working with senior leaders to clarify which attributes and behaviors are enduring, and which must shift. In its strongest form, this shows up as clearly defined leadership behaviors, translated across levels and roles. Employees need to know what’s expected of them whether they’re leading a team, managing a function, or working on the front line. Successful rollouts also:

• Build awareness early and help people understand the “why” before embedding new systems.

• Engage credible champions: leaders who model and reinforce new behaviors.

• Create space for storytelling, peer coaching, and shared learning.

• Ensure senior leaders are visible champions, not just passive supporters.

These moves build trust, belief, and momentum, the ingredients that make change real.

Activate leadership behaviors for agility and speed

In today’s environment, speed, efficiency, and cross-functional collaboration are urgent imperatives. In these contexts, alignment alone isn’t enough. What matters is driving real behavior change breaking down silos, reducing hierarchy, and accelerating decisions. That’s where leadership frameworks rooted in core behaviors become levers for agility. Behaviors like courage and care combined with consistent ways of working that promote collaboration, quick feedback, and rapid decisions enable teams to move faster and more effectively. These behaviors matter most in defining moments: when leaders speak up despite risk, prioritize team goals over silos, or give honest feedback instead of waiting for perfection. But they only stick when embedded into how teams actually operate. We’ve seen success when teams:

• Adopt the two-part framework as part of their chartering process.

• Use tools like teaming canvases and retros to define roles and spot friction.

• Leverage technology to highlight wins, circulate feedback, and increase transparency.

• Apply frameworks as a lens for setting goals, measuring success, and course-correcting in real time.

In agile environments, goals shift constantly. The best teams don’t see that as chaos—they see it as momentum. Clear, consistent behaviors keep them focused, adaptable, and confident.

3 activation tips every talent leader should remember

1. Clarity beats complexity. You don’t need more capabilities or skills. You need fewer, clearer ones defined at every level of responsibility.
2. Co-creation is essential. If employees don’t see themselves in the framework, they won’t use it. Involve them early and often.
3. Systems must follow story. If hiring, performance, and recognition systems don’t reinforce the framework, it won’t stick. Story without system is a short-term boost. System without story is compliance. Neither lasts.

Our best advice: A quick checklist

• Provide something useful on day one – Make sure people can apply the framework immediately in a meeting, feedback session, or hiring decision.

• Set the right pace – Move fast if urgency and trust are high. If skepticism or fatigue is present, slow down and create space for dialogue.

• Secure leader ownership – Frameworks don’t create change, leaders do. Ensure leaders model and reinforce the framework in how they lead every day.

Nearly every leader I talk to knows the old planning model doesn’t make sense anymore. Multi-month cycles. Layers upon layers of initiatives. Budgets that quietly replace strategy as the plan. By the time it’s all done, the competitive landscape has already shifted under their feet. And yet, many companies still do it this way. They can feel the mismatch as they strive to move fast. They just don’t know what to do instead. The old game was setting direction. Decide where to go. Communicate it. Cascade it down. It made sense when the future looked enough like the past that you could be certain of your choices. But certainty is gone. In its place: disruption, surprise, and acceleration. Which means the work of leaders has shifted. The new game is adapting direction.

What needs to be new and different

If strategy execution today is about improv, then strategy setting is no longer about choreography. It requires a more flexible approach. Here are four flaws of traditional strategy planning, and what leaders can do differently:

1. Stop pretending there’s only one future.

We know the future won’t unfold exactly as envisioned. Customer needs shift. Competitors surprise you. Economies wobble. So why do we plan for just one version of what’s next? When one “winning” idea emerges too fast, it often gets momentum without being stress-tested. A better approach:evaluate multiple distinct directions at the same time.  One executive team we worked with had five competing visions for doubling the business in three years. Instead of forcing consensus, we worked with them to think through the core choices for each, including customer focus, product bets, and geographic expansion. Once leaders saw the real implications, they quickly ruled one option out. The eventual plan blended elements of the others, with contingencies built in. Thinking through alternatives gave them confidence and resilience when the inevitable twists came.

2. Make choices real before you announce them

Too many strategic plans race to the declaration moment at the Town Hall: here’s the big idea, now go execute. The problem? Leaders rarely know what they’ve actually signed up for, or what needs to change in how the work gets done. If you believe that strategy execution requires improv, then even in setting strategy you need to imagine what comes next and rehearse moves, implications, and ripple effects across future time horizons, albeit in a simpler but realistic form.  One client we worked with knew that acquisitions were essential to their growth. They had several targets in sight and negotiations underway, but no imminent deal. Instead of waiting, we ran the extended leadership team through a series of acquisition scenarios with different strategic intent that examined variables such as deal size, level of integration, and adjacency of the added business. As they worked through each scenario, they not only got a view into the nature of potential targets but also what changes they, as the leaders of the organization, needed to make now. They were choosing what kind of organization they would become. Based on what they were learning, they were able to make key decisions to position themselves for future success. They agreed on new hiring profiles, streamlined decision processes, leadership shifts, so they’d be ready when the right deal came. Strategy shifted from a conceptual statement to a real, lived preparation for a different future.  

3. Work across time horizons.

People can change fast. Infrastructure and capital cannot. Budgets, board approvals, and physical assets move slowly. Leaders need to intentionally plan for what can change now, what will take time, and what’s locked in, while still identifying the opportunities at each stage.  Take a pharma company with a pipeline bursting with new drug development. If even half their drugs made it through approval, their manufacturing capacity would be insufficient. Together we built an adaptable manufacturing plan, anchored on essentials, with clear trigger points for future decisions. When 70% of the drugs cleared approval, they were ready. Without that horizon-based thinking, they would have been caught flat-footed.

4. Align at the right level of detail.

Here’s a trap: mistaking varied interpretation of the strategy for purposeful improvisation. They are not the same. Without clarity and alignment at the top, every leader fills in gaps differently. That isn’t agility, it’s chaos. Leaders must turn the conceptual strategy into something tangible and real, in order to be able to align and lead the organization in the same direction. Strategic modeling allows leaders to test choices at the right level of fidelity, so they know what they’re actually agreeing to. Growing “a lot” versus growing 37% are not the same thing. The detail that is uncovered in the modeling exercises provides enough clarity to shape coherent execution, while still leaving room for adaptive moves over time.

From map to compass

Old strategy setting was about certainty. New strategy setting is about clarity of intent and readiness to adapt. It’s less a map and more of a compass. If your strategy and planning process still looks like a marathon toward a finished plan, ask yourself: are you preparing for the world you wish you had, or the one you actually face? The trick is helping leadership teams shift from setting direction to adapting direction—so strategy setting and execution can adapt. The future won’t wait for your plans.

Most leaders focus on strategy—not because they undervalue culture, but because strategy feels concrete. It has structure, timelines, metrics, and deliverables. It’s visible and defensible. When pressure is high, strategy gives leaders something they can point to and steer. Culture doesn’t always feel that way. It’s harder to define, harder to measure, and often lands in the “important, but not urgent” pile. That’s not a leadership flaw. It’s a gap in how we’ve equipped leaders to lead.But if you want to change how your organization operates, you have to start with what people experience every day.

Below are six no-fluff actions from our recent event, , designed to help you leave your team stronger than you found it.

‍Culture Without the Fluff→ Don’t miss events like these! Sign up for our newsletter or visit our events page to see what’s coming.

1. Build shared habits

If strategy defines where you’re going, culture determines whether you’ll get there. Strategy can shift quickly, with a new market, goal, or CEO. Culture can’t. It’s shaped by the beliefs, habits, and norms that don’t pivot on command—and that’s where friction starts. The disconnect doesn’t usually show up in big moments. It shows up in how decisions get made, what’s prioritized under pressure, and whether feedback is honest or avoided. These daily behaviors signal what really matters, regardless of what the strategy says. That’s why high-performing organizations go beyond communicating direction. They turn strategy into clear expectations for how people should work, lead, and collaborate—and then reinforce those expectations through routines, incentives, and leadership behavior.

Try this:

Pick one strategic priority and ask: What should people be doing differently if this is truly our focus? If you’re not seeing those behaviors, there’s a gap. Ask yourself: Do our daily habits match the future we’re trying to build?

2. Use the levers you already own

Culture change doesn’t have to start with a massive initiative. It can start with the levers you already own. Culture lives in the mechanics of your team’s work: how meetings are run, how frontline decisions are made, how failure is treated, and what behaviors leaders model. These small signals shape big beliefs. That’s why abstract values and vision statements alone often fall flat. They’re not wrong, but without action behind them, they’re just words on a page. Real change starts by zooming in on specific moments that shape how work gets done, and making small, intentional shifts. Want a culture of accountability? Focus on what happens after meetings. Want more innovation? Look at how failure is handled during team reviews.

Start here:

Pick one lever (like how meetings are run) and ask:

• What messages are we sending through how we meet?

• Who speaks up? Who stays silent? What actually gets decided?

Then make small adjustments that reinforce the culture you want—not the one you’ve inherited.

3. Avoid the tempting pitfalls

If you’ve ever rolled out a new set of values, launched a culture initiative, or shared a bold new vision, only to see behavior stay exactly the same, you’re not alone. Most culture efforts stall not because leaders don’t care, but because they start with what’s visible and familiar: messaging, posters, kickoff events. These feel like the right moves. But they rarely shift what people actually do, and rarely resonates in a meaningful and lasting way In our recent webinar, we shared six common traps that organizations fall into often with the best intentions. Here are three that come up again and again:

1. Relying on values to do the heavy lifting. Most teams have clear values, but that’s not the problem. The challenge is turning those values into real habits. If the way you run meetings, make decisions, and give feedback doesn’t reflect what’s on the wall, people notice—and disconnect.
2. Expecting HR or culture champions to lead the culture shift alone. HR and champions play a big role in culture, but they can’t do it without leaders. People take their cues from credible influencers in the business: what gets rewarded, what gets ignored, and how leaders show up under pressure. That’s where real culture change starts.
3. Announcing culture change before actually changing anything. This is a classic case of show don’t tell. When leaders talk about change without shifting the day-to-day experience, people become skeptical. They’ve heard it before. What earns their belief and commitment is seeing leaders act differently in ways that directly affect their work.  

P.S. We’ve rounded up 3 more pitfalls worth avoiding. See them here.

Start here:

Surface the unspoken. Ask: What do people believe they’ll be rewarded for today? What would they have to believe to behave differently?Culture change requires shifting the mental models that shape behavior.

4. Shift the beliefs beneath the behaviors

You can’t shift behavior without understanding the beliefs behind it. If teams aren’t collaborating across silos, it’s probably not because they don’t want to—it’s because they’re rewarded for competing, not collaborating. If leaders aren’t taking smart risks, it might be because failure has been punished, not treated as a learning moment. These everyday behaviors are just the surface—what’s driving them are deeper, often invisible beliefs that probably outlast the tenure of some of your employees.

Start here:

Ask: What are the unspoken rules here? What would someone need to believe for this behavior to feel natural, safe, and worth it? Until you name and shift those beliefs, culture efforts will stay stuck at the surface.

5. Don’t let your culture fall behind your tech

Honestly, the real surprise would be if AI wasn’t reshaping your culture. Some organizations are going all-in on experimentation. Others are still figuring out what their approach will be. But wherever you are on the curve, one thing’s clear: this moment feels a lot like the wild west. And your talent is picking up on that. Leaders are signaling the need to adapt and innovate—but rewards and incentives often tell a different story. Without clear signals from the culture that it’s safe to try, valuable to learn, and worth the risk, even the smartest tools won’t be used to their full potential.

Ask yourself:

• How are we capturing what’s working with AI—and making those insights visible and usable across the organization?

• What are we taking off people’s plates to give them the time and space to learn, experiment, and adapt?  

• Have we updated the priorities, deliverables and expectations to reflect the new reality—or are we layering AI on top of an already full workload?

• Are leaders helping people see the personal value in this shift—so AI feels like a path to growth, not a threat to their role?

6. Start small, scale fast

Most leaders assume culture change has to be slow and sweeping. But it doesn’t.We’ve seen major progress start with one small shift—the kind that’s visible, repeatable, and high-impact. The key? Start where the energy already is: a team that's eager, a leader who's ready, a process that’s stuck. Then focus on one behavior that’s holding things back—and change it. From there, scale what works.

Start here:

Use this simple 3-step exercise to find a small, high-impact place to start:

1. Pinpoint a stuck spot: Where is strategy getting delayed, deprioritized, or lost in translation? Common areas include:
   • Team meetings that always run long but lead to no decisions
   • A new tool or process people aren’t adopting
   • A frontline team disconnected from the broader strategy
   • An area with low engagement or slow execution
2. Identify the blocker behavior:
   • What specific habit, mindset, or expectation is in the way? (e.g., defaulting to top-down decisions, rewarding speed over learning, fear of trying something new)
3. Make one shift—and scale what works
   • Change that behavior in one team, one moment, or one process.
   • Capture the impact. Then share the story and replicate what worked.

Change spreads through stories. Show people what’s possible, and they’ll move with you.

Culture change is hard. Doing it alone? Even harder.

We work with teams around the world to:

• Spot what’s working—and what’s getting in the way

• Test small shifts that create big ripple effects

• Keep momentum going as change starts to spread

Reach out to us to start a conversation!

Leadership today doesn’t come with the luxury of guesswork. Intuition, charisma, and old habits aren’t enough to carry us forward. In a hybrid world, where hallway conversations and informal cues have all but disappeared, small signals carry outsized weight. Your words, your silences, your facial expressions, how quickly or thoughtfully you respond to an email—these become the cues people rely on to interpret how you feel, what you expect, and how much they matter to you as a stakeholder. Add in constant Slack messages, Zoom calls, and email threads, and every interaction becomes a moment of truth. Communication gets dissected quickly, often without full context. Each moment can either build—or erode—credibility and trust. As a result, it’s no surprise that executive presence (the way your leadership is perceived) is under a brighter spotlight than ever. And yet, it remains one of the most misunderstood dimensions of leadership. Leaders hear it matters. They’re told when they have it, or don’t, but they rarely receive clear, practical insight to help them understand what it is or how to build it.

Why leaders struggle to see themselves clearly

‍Over the years, I’ve had hundreds of coaching conversations with senior leaders. And nearly every one has reinforced the same truth: even the most capable leaders rarely get honest, useful feedback on how they come across. Most of what they hear is filtered: shaped by hierarchy, team dynamics, or the desire to keep the peace. They may get regular input on business results or performance goals, but often they get very little feedback on presence itself. That makes executive presence hard to improve. You can’t shift what you can’t see. And when feedback is vague or inconsistent, it’s easy for leaders to default to habits that may no longer serve them. That’s where tools like the Bates Executive Presence Index (ExPI™) come in. The ExPI™ is a 360° assessment designed to help leaders understand how others experience them across 15 distinct facets of executive presence from Authenticity to Vision to Concern.

“You’ve got to name it to tame it”

‍One conversation about executive presence with a leader we’ll call “Maya” stands out. After we reviewed her ExPI™ results, celebrating what was working and exploring a few areas rated lower, I asked how the session felt. She paused for a moment and said:

‍
“I know this wasn’t therapy, but it felt like it at times. And you know what my therapist always says? ‘You’ve got to name it to tame it.’”

‍
That stuck with me, because it’s true: awareness is the first step to change. Before this, Maya had never had a clear picture of how she showed up with her manager, her team, or her peers. For the first time, she had language for the things she’d sensed but couldn’t pinpoint. And with that, she could make small, intentional shifts that would strengthen her leadership impact.

Executive presence isn’t vague, it’s visible

‍While executive presence often feels hard to define, that’s usually because it’s talked about in broad, subjective terms like “gravitas” or “charisma.” In reality, executive presence is grounded in visible, measurable behaviors. The challenge is that most people don’t have a shared language for what to look for. It’s not about being the loudest voice or “commanding the room.” It’s about how you build trust, communicate with clarity, and bring others with you, especially in high-stakes moments. Once you know what to look for, executive presence becomes less of a mystery and more of a skill you can practice and refine.

‍
Executive presence refers to the qualities of a leader that engage, inspire, align, and move people to act. Based on research, we have organized those qualities in a set of leadership behaviors that appear across three dimensions: Character, Substance, and Style.

These are observable signals that shape how others experience your leadership.

A framework for turning awareness into action

‍Awareness of how others experience your leadership is a crucial first step, but it’s not enough: Leaders need to know what they can do to take action on this awareness. Here’s what we recommend:

1. Where do I stand? Start with a reliable mirror. A structured tool like the ExPI™ helps you understand how others perceive your presence across key traits like Practical Wisdom, Composure, and Assertiveness.
2. What strengths do I want to protect? Your superpowers are likely already serving you, but they can also become liabilities if overused. Appreciating both the upside and the risk of overusing it helps you use them more skillfully.
3. What’s getting in my way? Common blockers include being too guarded, reactive, or intense under pressure. The goal isn’t to eliminate them but to recognize patterns and adjust intentionally.
4. What small shifts could make a big difference? Executive presence isn’t about reinvention. It’s often about dialing one behavior up and another down in critical moments. Flexing just enough to shift how you’re experienced—without losing yourself.

What leaders often learn from the ExPI™

When leaders first see their ExPI results, it’s rarely a total surprise. More often, they find that something they suspected to be an issue is having a much bigger—or different—impact than they realized. Here are some ways that might show up:

• The ripple effect you missed. You may know you’re blunt or reactive, but not realize it’s keeping people from bringing you problems or ideas.
• The missing detail. You might know you need to improve Vision, but the ExPI shows whether the gap is in strategic thinking, inspiring others, or both—and with whom it shows up.
• The “happy blind spot.” Others may rate you higher than you rate yourself—a sign that you may need to focus less on that quality and more on another that is truly an area of opportunity.
• What got you here won’t get you there. Traits like decisiveness or bias to action may have served you well as an individual contributor, but they can backfire in a leadership role if they limit collaboration or inclusiveness.
• Character vs. Substance and Style. Many leaders score highest in Character (formed early in life) and lower in Substance and Style (skills built over time). It helps to remember that what they are seeing are perceptions—and they can be changed.
• Everything’s connected. Improving one facet often boosts others—for example, raising Resonance can lift Concern, Humility, Practical Wisdom, Interactivity, and Inclusiveness.

Insights like these turn vague impressions into concrete starting points for growth—without asking leaders to become someone they’re not.

Presence is perception in action

‍Many leaders spend a lot of energy trying to read the room, manage perceptions, or recover from moments that didn’t land well. When you understand how your presence is being read and have a language to interpret and adjust it, your work gets simpler. You stop worrying about how you're coming across and start operating from a place of calm clarity. Perception equals impact, and your presence is a shortcut to help you understand how others interpret your leadership. Those around you are picking up on how grounded your thinking is (Substance), how you engage in dialogue in the moment (Style), and what your behavior reveals about your values and intent (Character). Whether you need to show up as a strategic partner, drive growth, or shepherd people through change, how you show up shapes how your ideas land. Even small improvements in presence can unlock major shifts in influence, trust, and results.

Try this to shape your executive presence

‍Ask two trusted colleagues: “When have you seen me at my best as a leader?” Listen closely. Then ask yourself: “What was I doing that made the difference, and how can I do more of it on purpose?” When you name it, you can tame it, and that’s when your executive presence becomes a catalyst for impact.

Want deeper insight into how you’re showing up as a leader?

• Explore the Bates ExPI™ to get clear, actionable 360° feedback from a certified expert.
• Contact us to get certified to use the ExPI™ with leaders across your team or enterprise.

→ Read Part 2 of this series to explore the ways you can fine-tune your executive presence, authentically.

Adjusting your executive presence in moments of friction

Nadia, a high-potential executive at a payment processing company, was grappling with this question: what does it actually look like to lead with both authenticity and awareness? She had recently completed the Bates Executive Presence Index (ExPI™), a 360° assessment that helps leaders understand how they’re perceived across 15 facets of executive presence. → Learn more about executive presence and the Bates ExPI™ in Part 1 of this series. During our debrief, one facet stood out: Authenticity. It was one of Nadia’s highest-rated dimensions—but also the most polarizing.

“People like that I’m direct,” she said. “But they also say I’m too direct. It feels like I can’t win. I’m either being real and upsetting people or holding back and not feeling true to myself.”

It’s a tension many leaders feel, and it becomes even harder to navigate when something goes wrong. For Nadia, that tension surfaced clearly during a recent product launch failure. Her lowest-rated ExPI™ facet, Restraint, showed up in that moment. Her response to her team was swift and emotional:

“I can’t believe we let this happen, there will be hell to pay. What were you all thinking?”

Some team members rallied, while others shut down.

That’s when I shared a different way to think about presence—not as something fixed or all-or-nothing, but as something you can tune. The key isn’t choosing between being yourself or holding back. It’s learning to adjust your approach based on what the moment calls for, without losing your center.  Nadia didn’t need to choose whether to be authentic; she needed to be thoughtful about how and when to be authentic.

What does it mean to lead with authenticity?

The term “authenticity” emerged in the business world in the 1990s - 2000s. It surged in popularity after the 2008 financial crisis, when trust in institutions and leadership sharply declined.  Few leadership traits are as valued, or as misinterpreted, as Authenticity. People want to know the person behind the title to build trust and belief in the person setting the example. And yet, every move a leader makes today is more visible and risks destroying trust and belief.  We’re often encouraged to ‘be ourselves’ no matter what. But that oversimplified version of authenticity assumes every situation calls for the same version of you, and that you, yourself, aren’t adaptive, evolving, and multi-dimensional. Effective leaders flex with intention. They don’t compromise who they are, but they do consider what the moment requires. Leadership presence isn’t an on/off switch, it’s a set of dials, and learning to use them well starts with understanding the difference between being real and being reactive.

Reframing executive leadership

I asked Nadia: “What if, in that difficult moment with your team, you turned the dial down on your strengths in Authenticity and Integrity and turned it up on another of your strengths, like Concern?” Within seconds, she reframed her message:  

| “You’re the best team in the company. That’s why we’re so disappointed today. This hurts. But I know we’ll figure it out and come back stronger.”

Same core values, entirely different tone. And, likely, a better outcome.

How to tune your executive presence

Here’s a quick self-check to help leaders navigate tough moments:

• Pause a moment and ask yourself, “What does this situation call for?” Empathy?  Curiosity? Candor?

• Am I leading with a behavior because it’s what’s needed, or just because I am comfortable with it?

• Is this a moment to leverage a strength, or to show a different side of myself?

• How can I meet the needs of the situation without compromising who I am?

Presence is about intentionality. The best leaders flex their style based on audience, stakes, and context without losing their center.

Using the dials

Think of executive presence like a soundboard:

• Dial up Concern when helping others deal with uncertainty and change

• Dial down Authenticity when it’s more important to listen and understand than push your point of view

• Dial up Vision when teams need clarity about why something is happening and inspiration to get there

• Dial down Confidence when acting quickly is less important than building consensus and commitment

The point isn’t to become someone else. It’s to show up as the best version of yourself—on purpose.

Try this: Pick one important interaction this week. Before you walk in, ask: “Which dial do I need to turn up and which one should I turn down?” Watch what happens when you lead with that level of clarity.

When we talk about executive presence, leaders often fear that we’re going to try to fit them into some sort of box where they have to look, speak, and act a certain way. The good news is this: you can be true to who you are AND be viewed as a leader with executive presence. If you can become more aware of how others perceive you and how that connects to driving business results, you can always find a way to dial up or dial down different aspects of yourself to be the best leader you can be.

We have more tools, technologies, and data than ever, yet talent challenges are only growing more complex.

AI is reshaping how work gets done, shifting roles and the skills required. Remote and hybrid models continue to redefine how teams collaborate, lead, and build culture. Economic pressure is forcing organizations to do more with less, making talent efficiency a business necessity. And employee expectations are rising people want more purpose, growth, and flexibility than ever before.

These shifts aren’t just complicating the landscape; they’re rewriting the rules. For years, talent operated one step removed, supporting strategy, but not shaping it. That worked when business was linear and predictable. Strategy was set at the top, cascaded down, and talent filled the gaps. But that world is gone. Today, strategy shifts in real time. You can’t launch a new go-to-market plan, integrate an acquisition, or drive cultural change without people who are aligned, capable, and ready to deliver. And that readiness can’t be an afterthought, it has to be future-back.

That’s why a new kind of talent leadership is emerging, one that moves beyond standalone programs and focuses instead on building integrated systems. It’s a shift from reacting to problems to anticipating what the business will need next; from patching broken processes to designing for performance from the start. In this model, talent strategy is no longer fragmented. It becomes a connected ecosystem where hiring, development, performance, and culture work in sync, aligned to business priorities and built to deliver results. In this environment, integrated talent strategy isn’t just good HR, it’s how business gets done.

The AI revolution and its real-world talent application

AI is revolutionizing how organizations attract, develop, and retain talent. From automating performance reviews and job descriptions to enabling personalized career path development, the promise of AI is clear. However, many warn of a trough of disillusionment. Reality often falls short due to insufficient data, immature infrastructure, and misaligned objectives between business leaders, talent leaders and across functions. Without a clear problem definition, technology risks accelerating misalignment instead of solving meaningful challenges.

Organizations must first define the outcomes they seek whether efficiency, insight, engagement, or growth before deploying technology solutions. As AI adoption expands, success will depend on whether organizations match the right tools to the right problems. Having the discipline to make this evaluation will be game-changing when it comes to delivering impact.

Skills-based organizations: substance or semantics?

The rise of skills-based models reflects both a desire for innovation and a rebranding of long-standing HR practices. While the framing may have shifted, the underlying work—job analysis, development planning, and performance alignment remains constant. Many of today’s talent challenges aren’t new; they’re longstanding issues being reframed under new labels.

To move the conversation forward, leaders must avoid fixating on language and instead focus on what truly drives performance when it comes to talent models: clear role expectations, relevant development paths, and contextualized application of skills. Prioritizing the right core activities will deliver the talent performance you need, regardless of what it’s called.

Manager capability as the linchpin

The most innovative talent strategies still rely on a critical success factor: the people  manager. Whether it’s performance enablement, development conversations, or cultural reinforcement, execution hinges on manager capability. The success of most talent initiatives ultimately depends on whether managers are equipped to implement them effectively. Manager enablement is the operational layer that determines whether talent strategies deliver impact or stall. Managers also shape the day-to-day experiences that influence engagement, growth, and retention.

Investing in scalable, practical, and embedded manager development is essential to unlock the potential of any talent system. Currently this remains a challenge to plan and execute in many companies, while some at the leading edge have leaned into this and are making progress. Looking forward, organizations that prioritize preparing their managers for delivering what’s next will yield more rapid results for the business.

Integrated talent management: moving from silos to systems

Gone are the days when talent functions could operate in isolation. Today’s organizations require an integrated approach that connects succession planning, workforce strategy, learning, performance, and employee experience. For business leaders, the structure of HR functions is secondary to receiving actionable guidance that accelerates hiring and performance outcomes.Achieving true integration means moving beyond siloed initiatives and building a connected system where talent strategies reinforce one another across data, design, and delivery. It’s not about where each piece sits, but how well they work together to deliver consistent, business-relevant outcomes.

For example, when identifying successors for executive roles, the best organizations take a systemic approach. They leverage business leader input to nominate high-potentials based on a consistent set of standards. They add rigorous assessment of people and business capability (often using external support) to reduce bias, confirm potential for more complex roles, and identify gaps. They then employ tailored development, run in partnership among the business, talent, and learning with external support, to address identified gaps. This multi-faceted approach incorporates perspectives from the business and HR while leveraging best practices from inside and outside the company, and ties outcomes to business imperatives.

Bringing “Integrated Talent” to life in your organization

Integrated talent refers to the intentional alignment and coordination of all talent-related functions such as hiring, learning, succession, performance, rewards, and workforce planning under a unified strategy that directly supports business goals. Instead of fragmented programs running in parallel, integrated talent strategies are designed and executed as a cohesive system, with shared data, consistent language, and a focus on outcomes that matter to the organization. It’s about designing for the whole employee lifecycle, not just optimizing parts of it in isolation.

The most effective partnerships, including those with consultants and external experts, often blur internal and external boundaries, delivering seamless support to business leaders.

Key recommendations for talent leaders to move to an integrated talent approach

So what does it take to lead effectively in this environment? Several key priorities are emerging:

• Understand the evolving business context: Start with a clear understanding of the organizational environment, where the business strategy is going, and the role of culture in supporting growth, before proposing solutions.
• Customize with purpose: Balance tailored approaches with scalable standards to drive consistency.
• Build your internal base: Credibility is built by understanding internal politics, brand sensitivities, and cultural norms.
• Elevate the employee experience: Amid ongoing disruption, meaning, purpose, and psychological safety are essential stabilizers. Make this a priority, and the business will follow.
• Build meta-skills: Leadership development must focus on adaptability, resilience, empathy, and systems thinking; the capacities needed to lead through complexity.
• Develop an enterprise mindset: Today’s talent leaders must be business-centric, fluent in financial and strategic conversations, and capable of integrating disparate talent functions to construct a coherent whole. They must translate data into compelling narratives and foster strong partnerships both within HR and across the enterprise.

Most importantly, talent leaders must see themselves not just as HR professionals, but as organizational architects, designing the systems, cultures, mindsets and experiences that enable growth.

Conclusion: Talent strategy integration isn’t a trend. It’s your edge.

The world of work is not simply changing. It is being fundamentally redefined. Integrated talent strategy is no longer a future aspiration; it is a current imperative. To deliver on this mandate, talent leaders must: align their strategies tightly with business priorities; build managerial capability at scale; and use technology with precision and discipline. They must create strong, trusted partnerships across internal and external boundaries, and focus on clarity over complexity. The siloed HR model has reached its limits. The future belongs to those who embrace integrated talent strategy as a core business driver.

When OpenAI launched GPT-5, the reaction was muted. No flashy new tricks or “wow” demo moment. If you stopped there, you might think nothing’s really changed. But the real story is bigger and far more important for leaders. OpenAI didn’t just release an updated model, they triggered a collapse in the cost of top-tier intelligence across the market. That cost shift will accelerate innovation in ways we’re only beginning to imagine, and it’s happening already. It’s important to note that there are two main ways people and companies use GPT-5.

1. Through the ChatGPT app, individuals and teams interact with the AI directly, writing prompts, asking questions, or creating content. It’s plug-and-play, no coding required, and now GPT-5 is the default model even for free users (with some usage caps).
2. Through the API, companies connect GPT-5 to their own systems or products so it can power customer support tools, automate large-scale analysis, or run AI features inside other apps.

The headline here is that OpenAI cut GPT-5’s API price to $1.25 per million input tokens and $10 per million output tokens numbers that would have seemed impossible not long ago. In simple terms, tokens are chunks of words. A million tokens of input is roughly 750,000 words, which is the equivalent of several full-length books. “Input tokens” are the text you feed into the model, and “output tokens” are the text it generates in response.

The new API pricing makes a big difference for large-scale, embedded use cases. Companies can now process massive amounts of data, run more experiments, and serve more customers for a fraction of the cost. Workloads that once felt budget-breaking are now affordable, opening the door to AI innovation at an entirely new scale. Combine this new cost structure with the decision to make GPT-5 the default in ChatGPT, and you have a dual shift: high-powered AI is dramatically cheaper for heavy users and instantly accessible to hundreds of millions of people, including your competitors. Intelligence that once required careful budgeting and scarce expertise is now abundant and that abundance changes the game entirely.

When intelligence gets cheap, the game changes

Just a couple of years ago, AI was expensive and resource-intensive, so leaders had to be selective about where and how they applied it:

• Licensing and compute costs were high: Running large models at scale through an API could cost thousands of dollars a month, even for modest use cases.
• Access was limited: The best models were behind higher subscription tiers or enterprise contracts.
• Specialized expertise was needed: Integrating AI often required dedicated data scientists or engineers, which added cost and slowed speed to value.
• Budget trade-offs were constant: Leaders had to choose a few high-priority projects for AI investment and delay or reject others.

In other words, leaders had to ration AI usage just like any other scarce, expensive resource. In a low-cost world, the constraint shifts from budget to imagination. The central question stops being “Can AI do this?” and becomes “How can we reimagine the way we work if this is possible everywhere?”

‍That’s when innovation accelerates. Experiments that once required hard trade-offs can now be run in parallel, testing ten ideas for the cost of one. AI copilots can quietly monitor, reconcile, and draft decisions in real time, expanding your team’s capacity without adding headcount. Entire archives or research libraries can be parsed in minutes. Intelligence can be embedded into the devices your people already carry, putting expertise within reach at any moment.

Two ways leaders commonly get this wrong

For some, the old assumption still holds: AI feels too expensive or too specialized to deploy widely. Their only exposure has been high-cost pilots, niche specialist teams, or consulting projects where each experiment felt like a big-ticket gamble. That may have been true last year it’s not true today.

For others, the issue isn’t what they say, it’s what their strategy reveals. They’ll tell you they know AI is now cheaper and more accessible but they still budget and resource it like a premium feature. It’s reserved for high-priority initiatives or “innovation” workstreams, rather than being built into core workflows and systems.In both cases, the result is the same: they’re underestimating how radically the playing field has changed. Intelligence is now abundant. The gate is no longer money it’s imagination and execution speed.

The organizations that win will be those that treat AI not as an experimental add-on, but as infrastructure integrated deeply enough that the question isn’t whether to use AI, but how to keep evolving it as the cost curve continues to drop.Strategies built without this shift in mind risk missing opportunities in a competitive landscape that’s already moving forward. The advantage now belongs to those who experiment, learn, and adapt faster than the cost curve drops.

‍We’d love to help you with your AI strategy: Contact us to get started.

Traditionally, Sales Kick-Offs (SKOs) were large, centralized gatherings, designed to align teams, spark momentum, and roll out the company’s go-to-market strategy. But as global businesses expanded, that one-size-fits-all approach began to show its limits.

Even before 2025, forward-thinking companies were experimenting with more localized formats to meet rising complexity and regional nuance. As international operations expanded, centralized SKOs began to strain under the weight of market variability, logistical challenges, and cultural differences. Regional activations emerged as a way to make strategy more relevant, and more actionable, at the local level.

Then came COVID-19. Travel restrictions, distributed teams, and new ways of working forced companies to reconsider the value, and feasibility, of large-scale gatherings. Virtual and regional alternatives emerged not just as stopgaps, but as smarter, faster, more focused activations.

That shift planted the seeds for what’s now taking hold: a hybrid model, where flagship events are amplified, not replaced, by a network of hyper-local strategy activations.

Why hyper-local SKOs have gained traction in 2025

Tighter budgets, tariff volatility, region-specific complexity, and faster-moving markets have made the traditional SKO model harder to justify, at least for now. But what’s emerging isn’t a downgrade. It’s a high-impact alternative built for today’s realities.

Hyper-local SKOs offer:

• Budget-conscious impact: Less spent on travel, more invested in enablement.
• Regional relevance: Local markets demand tailored approaches.
• Faster execution: Smaller events mean shorter planning cycles and more agility.
• Stronger engagement: Intimate settings foster real dialogue, trust, and retention.

Done right, hyper-local SKOs deliver sharper alignment, deeper enablement, and faster activation, without the logistical drag.

But this approach only works when it’s connected to something bigger:

• A clear, unifying story
• A strategy that flexes by region
• Tools and experiences that build competence, not just motivation

They’re not replacing the flagship event, they’re extending its reach, bringing strategy to life where performance happens in the field.

What to consider if you’re going local in 2026

1. Start with a unified strategy
   Without a cohesive message, fragmentation becomes a real risk. That’s why leading companies align early on messaging, strategic pillars, and storylines, then empower regional leaders to bring them to life in context.
   Centralized intent, decentralized delivery. That’s the sweet spot.
2. Use simulation and AI-enabled practice to scale what matters
   Smaller doesn’t mean shallower. Digital tools, like AI-powered practice platforms and immersive simulations, let teams stress-test decisions, sharpen skills, and internalize strategy.
   Instead of hearing strategy, reps experience it and leave ready to act.
3. Cut costs, without cutting connection
   The savings from reduced travel and venue spend are real, but the return comes from reinvesting in high-value enablement: stronger coaching, sharper content, localized insights, and sustained follow-through.
   Be thoughtful about how you redirect your budget. Spend to increase the outcome you desire.

1. Match the way your teams actually sell
   Modern GTM teams flex by region, segment, and product line. Hyper-local SKOs let teams focus on what’s actually happening in their markets.
   It’s not just about relevance, it’s about reps feeling seen and set up to win.
2. Create space for meaningful dialogue
   Large SKOs can default to performance over participation. Local formats flip the script. Smaller rooms enable deeper conversations and real-time alignment.
   Candor goes up. Trust goes up. Impact goes up.
3. Move faster, stay closer to the market
   Planning a traditional SKO can take six months or more. In a world where pricing shifts monthly and competition evolves weekly, that delay is a liability.
   Local events can launch quickly and adjust mid-stream, by design.
4. It’s not a replacement. It’s a complement.
   The flagship SKO still has value, especially to launch a new strategy or bring global teams together. But leading organizations are building a drumbeat of activation through local SKOs that reinforce, tailor, and sustain that initial momentum.
   Think about the tradeoffs and choose a flagship SKO versus localized experience based on the desired goal of the event.

Understand the risks and how to avoid them

Hyper-local SKOs bring opportunity, but also potential pitfalls if not well-integrated. Key risks include:

1. Fragmentation of message and priorities
   Without a strong central narrative, messaging drifts, and alignment erodes.
2. Uneven quality and experience
   When local teams aren’t equally equipped, outcomes vary. Some teams leave inspired. Others don’t.
3. Loss of cross-regional connection
   Flagship SKOs build culture through shared experience. Without intentional connection, silos can deepen.
4. Underinvestment in enablement
   If companies view local SKOs purely as cost-saving, they risk missing the moment to truly invest in seller capability.
5. Leadership misalignment
   If local and global leaders aren’t working from the same playbook, sellers get mixed messages, and lose confidence.

How to mitigate these risks:

• Anchor every SKO to a common strategic narrative
• Equip regional leaders with tools, training, and facilitation support
• Invest in shared enablement assets like simulations and AI tools
• Create cross-regional touchpoints to build culture and community
• Track impact and reinforce key messages over time

Finding new ways to perform and adapt

In a time of uncertainty, the best sales organizations aren’t pulling back on alignment, they’re finding new ways to deliver it.

Hyper-local SKOs offer a strategic evolution: reducing spend, increasing relevance, and accelerating execution.

It’s not just a budget decision.

It’s a better way to make what matters go further.

The question isn’t “What can we do with less?”

It’s “How do we get more out of every moment?”

Safety in the workplace today is different from the past. Today, process improvements, safer designs, systems, and protective equipment are not enough. To create workspaces that are truly safe, companies must cultivate organizational cultures that prioritize safety by focusing on the behaviors and mindsets that enable lasting change.

Part of developing a culture of safety is determining the obstacles that prevent people from moving towards advancement. Beyond the proper physical tools or processes, ‘mind traps,’ or inherent subconscious ideas and beliefs that prevent people from achieving an ideal state, are one of the major barriers preventing organizations from improving their safety levels. Mind traps are difficult to identify and overcome because most people have a logical and rational basis for believing them.

Why is it important to identify mind traps in safety?

It is important to identify mind traps in safety because they have an impact on the way people communicate and behave in their day-to-day lives. If you believe accidents will still happen, no matter how much you try to communicate otherwise, your team will notice this belief and you will be passing on your mind traps to them. For example, if you believe that by sub-contracting an activity, it is normal for the number of incidents to increase, you will lower your guard and your team will do the same and thus increase the likelihood of an accident. In the end, mindsets impact and shape your behaviors and those of the people around you. The sum of these behaviors creates the company's safety culture.

To help you identify mind traps in safety in your organization, this list provides some of the most common mind traps people in safety experience.

Common mind traps in safety

Skepticism: This is usually one of the most difficult mind traps to overcome because people can use data to justify their beliefs. For example, if history shows that on average, one accident happens every year, it is reasonable to expect that it will continue, right? However, it is actually possible to eliminate accidents, but before this is possible, people must overcome their skepticism. Skepticism can sound like: "it is impossible not to expect any accidents over time – the data backs me up."

Complacency: This mind trap typically occurs when companies have experienced periods of significant progress, with indicators showing an absence of serious accidents and therefore improvements in safety. When indicators begin to reach a plateau, it often serves as a justification to make leaders believe statements like: “we have improved a lot in recent years, further progress is going to be very difficult.”

Criticism: This mind trap happens when people focus more on their surroundings rather than on how to actually improve themselves. This is normal when there are many things to improve and people don’t know where to start, when the job relies largely on third parties (collaborating companies, contractors), or when superiors do not always show coherence between what they do and say. Statements exhibiting criticism look like: “how do you expect me to set an example if my bosses don’t?”

Short-Termism: One of the main dilemmas in productive and industrial environments is the perceived tension between results and safety. The tension is only perceived because in more mature and advanced safety cultures, the two terms (results and safety) are not separated, nor do they contradict each other. This mind trap becomes accentuated in market environments that negatively affect income and margins, where naturally, the pressure for results makes the rest of the elements take a back seat. This thinking impacts what kinds of decisions are made, how they are communicated, and how they are executed. An example of the verbalization of this trap is: “safety is important, but sometimes it goes against efficiency.”

It is important to recognize that mind traps vary over time and are highly dependent on the environment in which you find yourself. There may be times when you think you have no mind traps, and then suddenly when facing a change of job or pressure for results, some are automatically activated. The nature of your day-to-day life greatly impacts your mind traps.

So, how do you face and overcome mind traps?

How to face and overcome mind traps

Identify them: Identifying the main safety mind traps and knowing which ones you are more likely to fall into is the first step to overcoming them. Leverage evaluations to easily identify individual mind traps.

Understand their impact: It is important to know the impact safety mind traps have on your behaviors and on the people around you – your team, your peers, your superiors, etc. Explore the impact your safety mindsets could have on the team.

Challenge them: Finally, define mechanisms to challenge yourself, your colleagues, bosses, and teams to break free from the safety mind traps. Become the devil’s advocate who questions the logical reasons behind the mind traps. For example, to combat skepticism, you might reference specific examples of long periods of time without accidents: “if we managed to spend a week, month, or year without any accidents in such an asset, we should be able to do the same with the rest of our assets, and for a much longer time, right?”

The ultimate goal of any business is to make money and therefore efficiency is key. However, to achieve such results in a sustainable way, safety must be integrated into your organization’s culture and way of working. This means identifying the mind traps in your organization and working as a collective to overcome them.

In an ideal state, at the more advanced levels of safety culture, there is a sense of community where everyone cares about each other. While the goal is still safely achieving business results (efficiency, income, margins), safety is not sacrificed.

In summary, to achieve significant improvements in organizational safety and wellbeing, it is fundamental that companies focus on developing a culture of safety. Key to any organization sustainably achieving their goals, a safety culture not only enables success but also ensures that everyone gets home to their loved ones safe and sound. To achieve this goal, it is critical to understand the mind traps within your organization and learn the mechanisms to challenge and overcome them.

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