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Communicate at Every Level
Most significant projects and transformation programs are initiated by a board, but who are they and how do people leading or delivering changes know if they are doing what the board needs?
My guest in this podcast episode, David Dyer, has been a strategic advisor to multiple boards, guiding them through major technology changes and as such, brings a unique view of how boards think and how delivery teams can use this to their advantage.
Table of Contents
ABOUT DAVID DYER
Organisations come to David when they need to change. Putting people at the heart of everything he does, David aligns organisation culture, strategy, leadership and technology.
Having multiple CIO and Board advisory roles across various industries, including financial services, retail and e-commerce, he runs his own consultancy, providing strategic advice to leading organisations on turnaround, transformation and optimisation.
Using his experience, he supports executive teams to think strategically and transform culture using a ‘people first’ ethos to create environments that nurture high performance teams, improve operational effectiveness, and enhance deliver of their transformation, tech and digital strategies.
He created a self-led Long Covid recovery programme for himself, which led him to the summit of Mount Kilimanjaro (5,895m) in Africa in January 2024, some 18 months on from being barely able to climb the stairs.
David is also co-founder of InflamMed, shining a light on and empowering individuals with chronic inflammation and hidden conditions, using storytelling, community and other resources.
Key points from the podcast.
THE PEOPLE BEHIND THE CHANGE
Digital Transformation
People are at the heart of organisational change
"It's people, process, technology - in that order for a reason"
Engaging people is crucial for successful transformation
Leaders roles in change management
Create a clear, compelling vision
Communicate effectively to all stakeholders
Sell the vision to get buy-in
Overcoming resistance to change
Clarity and understanding are essential
Engage people in the process
Do change "with" the business, not "to" the business
The importance of collaboration
Involving stakeholders leads to better outcomes
People are more likely to support changes they helped create
Communication is key
Clear and consistent messaging throughout the organisation is a must
Engage all parts of the ecosystem - employees, customers, suppliers
The Human Side of Leading Change
The Emotional Aspect of Change
People build their own "empires" and areas of influence at work, which impacts eh quality of products delivered to customers
Change can lead to various levels of resistance
Understanding emotions is crucial for successful change management
Holistic View of Stakeholders
Consider all levels: from users to senior stakeholders
Remember that people have multiple roles and identities beyond their job title, so its’s good to appeal to them as a person, not a title
Engage with users you might never meet, as they're crucial to change success
Importance of Communication in Change
Avoid top-down dictation; involve people in the change process
Actively listen to feedback from all levels of the organisation
Communicate changes clearly and to the right people
Red and Green Flags in Change Programs
Early communication and engagement are crucial
Look for signs of active listening and feedback incorporation
Be wary of "empty listening" where feedback is collected but not acted upon
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COMMUNICATING VS ENGAGING
Engage Your Audience
The Power of Direct Engagement
Tech leaders visiting stores or having direct contact with customers can give unique information that affect the end products
Asking for front-line staff opinions can lead to valuable insights
Follow-up visits to show implemented changes build trust and engagement with co-workers and users
Overcoming Skepticism
Many employees are skeptical about change due to past experiences. It’s a leaders job to allay those fears
Demonstrating that feedback leads to real action can transform attitudes
Making people feel valued is crucial for successful change implementation
The Human Element in Technology Changes
Technology alone doesn't drive change; people do
Effective communication and engagement are key to solving problems
Productivity often suffers when people aren't engaged
Embracing Diverse Perspectives
Engage with vocal critics to understand their concerns
Long-term employees may have valuable insights from past experiences
Consider all feedback, even if it doesn't align with initial plans
The Role of the Board
Boards set vision, guidelines, and direction
Boards focus on business viability, goals, and compliance
Their remit is to ensure the business meets shareholder needs and objectives
They don't need to know all the details, but should understand the big picture
There's potential for more board involvement with end-users in some industries
THE BOARDROOM
Boardroom Priorities
Board's Financial Focus
Boards prioritise increasing shareholder value
For private or publicly listed companies, focus aim for growth, value creation, and dividends
Board Involvement in Day-to-Day Operations
Varies based on company size
In large companies, boards are less involved due to time constraints
Startups and smaller companies see more direct board involvement
Importance of Visible Board Support
Crucial for boards to be visibly supportive during change initiatives
Can be achieved through company events, town halls, and conferences
Governance in Change Management
Boards shouldn't just allocate money and disengage
Need for continued involvement and oversight in change projects
Bridging the Gap Between Board and Operations
Sometimes requires intermediaries to represent board interests
Ensures alignment between board expectations and project delivery
The Board and Delivery Teams
Board Engagement in Digital Transformation
Boards are interested but often too busy for day-to-day involvement
Importance of having a board-level representative on program teams
Ensuring programs deliver what the board requires
Maintaining Board Connectedness
Need for effective communication channels between board and operations
Importance of "winning hearts and minds" at all levels of the organisation
Leaders must "walk the walk" to prove their commitment
Leadership by Example: Sam Walton's Approach
Walmart's founder regularly visited stores to stack shelves and speak with customers
Gained valuable insights into day-to-day operations
Helped bridge the gap between board-level decisions and frontline realities
Balancing Board Involvement
Boards shouldn't be bogged down with daily issues
Need to strike a balance between high-level oversight and operational understanding
LEAD FROM THE FRONT
Equip the Team
Case Study: The Power of Providing the Right Tools
A single laptop costing £4,500 shortened product launch lifecycle by two weeks. This action created significantly more value than the cost of a new laptop.
Demonstrates how small investments can have outsized impacts on productivity
Balancing Board Involvement and Delegation
Boards can't be involved in day-to-day operations, but need to create a culture of empowerment
Importance of employing and engaging people who can identify and address blockers
Empowering Decision-Making at All Levels
Example of Semco empowering production line workers to make decisions within a framework
Treating employees like adults and giving them autonomy can lead to better outcomes
Align the Team
Cross-Functional Perspective
Importance of having a broad view across different business verticals
Board needs voices that can understand and connect different parts of the business
Common Disconnect in Change Initiatives
Gap often exists between boardroom priorities and project team objectives
Communication breakdowns lead to misaligned expectations
Avoiding the "Throw it Over the Fence" Mentality
Danger in isolating technology teams from business operations
Need for continuous engagement between tech teams and other departments
Strategies for Alignment
Board representation on steering committees
Use of intermediaries to connect board vision with program execution
Embedding subject matter experts and business champions in change programs
WARNING SIGNS
Signs of a Failing Project
Governance and board involvement
If the board isn't engaged after initiating a project, it's a red flag
Need ongoing board oversight to ensure alignment with expectations
Mission and objectives
Not clearly defining what the project is trying to achieve
Being "busy" without a clear purpose or goal
Rushing into implementation without proper planning
Skipping the discovery and strategic planning phases
Not mapping the initiative to organizational objectives
Poor communication
Lack of clarity in communicating the vision and goals
Not engaging stakeholders across the organization
Disconnected from business outcomes
Not tying the project to specific business outcomes and KPIs
Inability to articulate how it will impact profitability, growth, etc.
Lack of user/customer engagement
Not involving end users in the process
Failing to understand actual user needs and pain points
Chasing trends without clear purpose
Pursuing new technologies (like AI) without defined use cases
Spending money on initiatives that don't deliver tangible value
That’s it for this edition. Tell me what you took away from the podcast or what you would like to see more of by replying to this post. I’d really like to hear from you.
For more project and program leadership tips, find the latest podcast episodes of the Change Leaders Playbook on YouTube, Spotify, Apple, Audible.
Cliff 🫡
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