Fascinating Case Studies
These are case studies of my life, examples of good behavior and not so great behavior.


COMPANY PROFILE:
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Specialty retailer
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10,000 employees
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CHANGE:
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Implement new system impacting all employees across the enterprise
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APPETITE FOR CHANGE:
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Perceived: High
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Cultural: Low
CULTURAL ASSESSMENT
LEADERSHIP:
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Re-org within last 6 months pre-project
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Reason to believe: “We just have to do it. The old system is out of date.”
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Resistance: “It’s not the way we do things here.”
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Leadership: Delegated their responsibilities to be visible and verbal throughout the project
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Change management meant ensuring process changes were defined and documented
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Recognition is only for the super-human: “We don’t do everyone gets a trophy here.”
EMPLOYEES:
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Perception of re-org “They let go folks who weren’t able perform to the new standards."
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Working with leaders: “We only present things to them that are final, visually perfect and stripped down; we get little time with them, mostly drive bys.”
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Departments held onto information and only shared when required to keep power
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Departments looked for opportunities to find fault with other departments
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Lean teams, very few people doing a lot of work: no room for additional tasks
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ETHICAL SHIFT
Prize people over outcomes
LEADERSHIP:
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Paint a vision of the future state
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Walk the talk
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Be visible and verbal
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Recognize for the simple things
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Celebrate wins as much as possible
EMPLOYEES:
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Working together and sharing information
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Recognizing each other in and across departments
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Modeling kindness and affirmation
Industry: RETAIL

COMPANY PROFILE:
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Food
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Over 20,000 employees
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CHANGE:
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Managed Service Provider Implementation
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APPETITE FOR CHANGE:
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High
CULTURAL ASSESSMENT
LEADERSHIP:
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Major outsourcing project within 1 year of the current project
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Vested in Change Management
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Executive leadership always concerned about what they say
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Lack of trust across executives
EMPLOYEES:
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Collaborative teams, understand the risk of silos
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Many alliances behind the scenes cross hierarchy
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Teams appearing to align with leaders, then change their alignment with executives
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Change management sat under the PMO which cause much confusion in roles and responsibilities
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ETHICAL SHIFT
Lack of trust impeding progress
LEADERSHIP:
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Increase C Suite communications to her organization
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Coaching-C Suite communicating by scanning the script and prepping
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VP sponsor- created a team-building approach to the work
EMPLOYEES:
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Coach on what kindness and affirmation look like
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Verbalizing what alignment looks like during meetings
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Improve meeting effectiveness
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Ongoing clarification of Change Management (people activities) and PMO (process activities)
Industry: FOOD
Industry: MEDICAL & RETAIL

COMPANY PROFILE:
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Optical
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10,000 employees
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CHANGE:
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Implement 2 new systems POS and EMR effecting every associate
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APPETITE FOR CHANGE:
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High
CULTURAL ASSESSMENT
LEADERSHIP:
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Direct and transparent with their employees
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Agile decision-making
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Valued change management and willing to learn and implement best practices
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Never had done a transformational implementation
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Cared for employees, sometimes to a fault
EMPLOYEES:
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Less experiences in role
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Genuinely enjoyed working for the company
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Mistakes not taken too seriously
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Willingness to learn
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ETHICAL SHIFT
Lack of rigor in process and performance standards
LEADERSHIP:
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Aligned on clear and specific operational standards for the project implementatio
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Open dialogue when performance gaps arose on project and partnered on solutions
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Increased communication to field leaders
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Added a communication software roll out to improve accountability in execution
EMPLOYEES:
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Masterfully crafted communications and training, easily accessed anytime, anywhere
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Improved the coaching training and embedded it in the project roll out
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Leveraged an online feedback tool for employees to collaborate across the nation
Industry: NON-PROFIT

COMPANY PROFILE:
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Programs in Africa empowering women
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2 employees, 10 board members, 25 volunteers
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CHANGE:
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Executive alignment on new strategy of the non profit’s updated vision/mission
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APPETITE FOR CHANGE:
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Low
CULTURAL ASSESSMENT
LEADERSHIP:
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Not aligned on future direction
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Slow decision-making
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Not easily accessible
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Passionate about the mission
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Time constrained, volunteers
EMPLOYEES:
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Not able to move quickly
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Overwhelmed - Too many tasks, not enough people
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Not empowered to make decisions
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ETHICAL SHIFT
Lack of collaboration and alignment
LEADERSHIP:
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Crystalize the mission statement
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Build an aligned strategy
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Increase visibility to the workload
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Define the Board’s role and responsibilities and access
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Align on the work that can be done
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Identify the accounting and audit measures required, reducing bureaucracy