Communicate at Every Level

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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.

Listen to the episode on Youtube, Spotify, Apple.

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

  1. 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

  2. Leaders roles in change management

    • Create a clear, compelling vision

    • Communicate effectively to all stakeholders

    • Sell the vision to get buy-in

  3. Overcoming resistance to change

    • Clarity and understanding are essential

    • Engage people in the process

    • Do change "with" the business, not "to" the business

  4. The importance of collaboration

    • Involving stakeholders leads to better outcomes

    • People are more likely to support changes they helped create

  5. 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

  1. 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

  2. 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

  3. 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

  4. 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

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  1. Board's Financial Focus

    • Boards prioritise increasing shareholder value

    • For private or publicly listed companies, focus aim for growth, value creation, and dividends

  2. 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

  3. 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

  4. Governance in Change Management

    • Boards shouldn't just allocate money and disengage

    • Need for continued involvement and oversight in change projects

  5. 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

  1. 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

  2. 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

  3. 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

  4. 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

  1. 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

  2. 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

  3. 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

  1. 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

  2. Common Disconnect in Change Initiatives

    • Gap often exists between boardroom priorities and project team objectives

    • Communication breakdowns lead to misaligned expectations

  3. 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

  4. 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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