How can teams use data to make informed decisions during change management?

The key to using data with change initiatives is to define leading as well as lagging indicators of success. Depending on the initiative and the organizational capacity and capability to manage and sustain the change, it can take several months to move the needle on lagging indicators. Focus on identifying data sources and data points that capture behaviors. Benchmark this data in advance of the launch of your initiative, then track it as frequently as it makes sense to evaluate if stakeholders are adopting the new way of working. If you're not seeing behavior change after a reasonable amount of time, qualitative feedback and interviews can help identify potential gaps and barriers.

No matter the management change, the key words are data availability and validity. Any problem must be thoroughly investigated, divided into sections, and relevant data collected. then the deputy management negotiates or even makes collaborative meetings with the company members to brainstorm ideas.

Cada acción de cambio necesita tener definida una o más métricas asociadas de forma que te permita saber si estás resolviendo el problema a través de la acción de cambio o no. Esas métricas dependerán del problema en cuestión a resolver. Algunas métricas que nos pueden ayudar son las de tipo cualitativo y cuantitativo.

Using data to make educated decisions during change management is critical for establishing an effective and successful transition process. Data reveals the impact of changes, identifies areas for improvement, and aids in measuring progress. By following these steps, teams can use data to make informed decisions during change management: State the change initiative's goals and objectives. Create a baseline for performance indicators, success criteria, and benchmarks. Surveys and comments can be used to better understand staff problems and readiness. Track progress constantly to discover patterns and connections in data trends over time; segment data for analysis by various factors (sales, service, operations) and address difficulties.

One way to use data in change management is to track key performance indicators (KPIs) related to the change initiative. This could include measuring employee engagement, productivity, and customer satisfaction before, during, and after the change. Additionally, teams can leverage data to identify patterns and trends that may help predict the success or failure of the change effort. By relying on data-driven insights, teams can make proactive decisions, identify areas of concern, and measure the effectiveness of their change management strategies. This approach can ultimately lead to smoother transitions and more successful outcomes.

Tenemos que buscar que el problema tenga más de un dato sobre que generar la discusión, para evitar polarizaciones. Esta interpretación de los datos debe realizarse en equipo, al igual que las propuestas de solución necesitan que se generen de forma co-creada. Es la forma de asegurarnos que estamos cubriendo todas las perspectivas.

??Clearly define data collection objectives aligned with change goals. Choose reliable and verifiable data sources to ensure data quality. Standardize data formats for consistency and ease of analysis. Regularly update data to reflect the current reality of the organization. Make data accessible to all relevant stakeholders, promoting transparency. Conduct regular quality assessments to correct errors or inconsistencies. Ensure collected data is relevant to the team's key questions about proposed changes. Maintain data security to protect sensitive information. Seek continuous feedback on the utility and relevance of the data. Have a deep understanding of the context to interpret analysis results accurately.

In current project, we introduced a new functional structure, including a pivotal role: Executive Vice President of Projects. Embracing change management, we used PowerPoint and Power BI for data-driven decision-making. These tools were vital in risk analysis and communicating change strategies, aligning with our strategic goals and enhancing project management efficiency. Our approach included a robust monitoring system with key features: 1. Tracking progress through our change management plan, using KPIs. 2. Utilizing project management software for centralized, real-time updates. 3. Bi-weekly progress reports from team leads, ensuring continuous oversight. 4. A standard reporting template, capturing deviations and corrective measures.

According to Peter Drucker, "You can't improve what you don't measure". This is applicable in both personal and corporate life. I am currently working on an improvement project where I chose to visualize progress using Microsoft Power BI dashboard. The visuals are very interactive and accessible to all the stakeholders in the project which shows transparency. It was easier to use the dashboard to tell the story from problem identification to resolution with different trackers to measure what success looks like. Choosing the right metrics and appropriate visualization tool helps to keep improvement projects simple, easy to understand and helps make decision making faster

Adopt agile project management methodologies in your change strategy that allow you to iterate the project as you discover new insights from the data. You can develop new hypothesis and assumptions about what (data informed) tweaks to your products or programs will result in greater success towards your outcome. Balance quantitative (#s) with qualitative (experience) data to make your information interpretations richer and more meaningful as you iterate and hopefully improve.

Bias is part of human nature. In other words: different people may come to different conclusions when seeing the same data. Also, no data / metric / KPI is perfect. And there’s no silver bullet: all the easy problems have been solved, and now we need to figure out the complex ones. But your audience has a shorter attention span than ever. Conclusion: The story you tell is as important as the data itself. Without a story, your data is at best useless, and at worst it will disrupt your goal.

Teams leverage data in change management by analyzing KPIs to inform decisions. For example, monitoring employee engagement through surveys and turnover rates provides insights into the impact of changes on the workforce. Utilizing project timelines and progress metrics aids in assessing implementation effectiveness. Data-driven decision-making ensures a nuanced understanding of the change landscape, enabling teams to identify challenges, adjust strategies, and celebrate successes based on measurable outcomes. This approach fosters adaptability, transparency, and continuous improvement throughout the change management process.