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What strategies can you use to manage change in a matrixed organization?

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A matrixed organization is one where employees report to more than one manager, usually based on different functions, projects, or locations. This can create challenges for business relationship managers (BRMs), who need to align the interests and expectations of various stakeholders, foster collaboration and trust, and facilitate effective change management. In this article, you will learn some strategies that can help you manage change in a matrixed organization and improve your BRM skills.

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Naveed Khawaja (Executive Advisor)

Executive Advisor | Investor | Purpose Coach | CEO Xecofy (Consulting) | CXO agileEi (CultureTech) | CXO Amal AI…
Shonnah Hughes ?

Vice President Global Alliances | Global Product Partnership Leader | Salesforce MVP | Strategic Growth & Innovation |…
Yuvraj Malik

Capital & Deal-Making Strategist | Accelerating Growth through Investment & M&A

1 Understand the context

Before you initiate or implement any change, you need to understand the context of the matrixed organization and how it affects your role as a BRM. This means identifying the key players, their goals, their pain points, their communication styles, and their power dynamics. You also need to assess the culture, values, and norms of the organization and how they influence the readiness and resistance to change. By understanding the context, you can tailor your change approach and messages to suit the needs and preferences of different stakeholders.

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Shonnah Hughes ?

Vice President Global Alliances | Global Product Partnership Leader | Salesforce MVP | Strategic Growth & Innovation | Diversity and Inclusion
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?? Flexibility: Embrace flexibility and adaptability as core principles. Being open to change and willing to pivot when necessary can help mitigate resistance and drive smoother transitions. ?? Continuous Learning: Foster a culture of continuous learning and development within the organization. Encouraging employees to upskill and reskill enhances individual capabilities and equips the workforce to adapt to changing circumstances. Managing change requires a strategic approach that prioritizes flexibility and continuous learning in a matrixed organization. By implementing these strategies proactively, organizations can navigate transitions more effectively and thrive in an ever-evolving business landscape.

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2 Communicate effectively

Communication is vital for any change initiative, but especially so in a matrixed organization, where you have to deal with multiple channels, audiences, and feedback loops. As a BRM, you need to communicate clearly, consistently, and transparently, using the appropriate medium and frequency for each stakeholder group. You also need to listen actively, acknowledge concerns, and address questions and issues promptly. Communication is not only about providing information, but also about building rapport, trust, and engagement.

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Yuvraj Malik

Capital & Deal-Making Strategist | Accelerating Growth through Investment & M&A
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What is said vs what is understood are two completely different things. Which is why you, as a BRM, need to ensure that everyone is on the same page about everything and that there are no misunderstandings whatsoever. This becomes a little difficult with a matrix type hierarchy with interconnected reporting channels, but then again - all you need is some effort and planning with crisp and to-the-point communication. Be clear from the start till the finish - starting from expectations, all the way till the deliverables and receiving feedback on them for betterment.

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3 Collaborate and co-create

In a matrixed organization, you cannot impose change from the top down or from one side only. You need to involve and empower the stakeholders who are affected by or can influence the change, and co-create solutions that meet their needs and expectations. As a BRM, you need to facilitate collaboration and co-creation, by establishing common goals, defining roles and responsibilities, setting ground rules, providing tools and resources, and resolving conflicts. Collaboration and co-creation can increase buy-in, ownership, and commitment to the change.

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4 Manage expectations

One of the challenges of working in a matrixed organization is that you may face conflicting or unrealistic expectations from different managers or stakeholders. As a BRM, you need to manage these expectations, by setting clear and measurable objectives, defining the scope and boundaries of the change, aligning the priorities and resources, and monitoring and reporting the progress and outcomes. You also need to manage your own expectations, by being flexible, adaptable, and resilient in the face of uncertainty and ambiguity.

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5 Evaluate and learn

Change is not a one-time event, but a continuous process that requires constant evaluation and learning. As a BRM, you need to measure and analyze the impact and effectiveness of the change, using relevant indicators and feedback mechanisms. You also need to identify and celebrate the successes and achievements, as well as the challenges and lessons learned. By evaluating and learning from the change, you can improve your BRM skills, enhance your relationships, and foster a culture of continuous improvement in the matrixed organization.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Naveed Khawaja (Executive Advisor)

Executive Advisor | Investor | Purpose Coach | CEO Xecofy (Consulting) | CXO agileEi (CultureTech) | CXO Amal AI (HealthTech) | CTO HilalInvest (FinTech) | NED | Board Member MDA, FAN-UK, OneVision | Community Builder
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In matrix organizations, where structures are complex, ensuring everyone is aligned to a shared purpose during change is crucial. Often, changes are introduced without clear explanations or input from those affected, leading to resistance. The question then is, how can changes be implemented effectively with everyone’s buy-in? The answer lies in clear communication, leadership unity, empowering individuals as change advocates, & safer feedback. By explaining the reasons behind changes, making decisions based on data, offering support, & celebrating failures, changes not only last but also align with the organization’s purpose. This approach fosters a more inclusive & positive change environment, where everyone feels part of the progress.

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What strategies can you use to manage change in a matrixed organization?

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2

3

4

5

6

1 Understand the context

2 Communicate effectively

3 Collaborate and co-create

4 Manage expectations

5 Evaluate and learn

6 Here’s what else to consider

Business Relationship Management

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What strategies can you use to manage change in a matrixed organization?

1

2

3

4

5

6

1 Understand the context

2 Communicate effectively

3 Collaborate and co-create

4 Manage expectations

5 Evaluate and learn

6 Here’s what else to consider

Business Relationship Management

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