Leading Change:
8 Steps to Transforming an Organization

In my 15 years of experience leading change across various organizations on a large scale, I’ve had the opportunity to learn and grow alongside diverse teams. One of the most valuable frameworks I’ve encountered to support organizations in this journey is the Kotter methodology. This approach offers a structured way to navigate the complexities of organizational transformation, allowing for adaptation and customization based on the unique lifecycle of each project and the specific needs of your organization.

While every transformation journey is unique, here are the 8 steps that have consistently proven to be effective for the teams and organizations I support, along with some common pitfalls to watch out for – which I directly experienced !

#1 Create a Sense of Urgency

Without a compelling reason for change, it’s hard to rally people behind the effort. Identifying and communicating the urgent need for transformation is the first crucial step. You can do that by examining market and competitive analysis, identifying and discussing crises, potential crises or major opportunities. The goal here is to convince at least 75% of the managers that the status quo is more dangerous than the unknown.

Pitfall to anticipate: Complacency or fear
If the sense of urgency is too low, the change effort might not gain enough traction; if it’s too high, it can lead to panic or resistance. Do not under-estimate the difficulty of driving people from their comfort zones.

#2 Build a Guiding Coalition

Assemble a powerful group of stakeholders and leaders with shared commitment and enough power to lead the change effort, provide direction, and drive momentum. And encourage them to work as a team outside the normal hierarchy.

Pitfall to anticipate: Lack of diversity or authority
If the coalition lacks the right mix of skills, authority and perspectives, it might struggle to lead effectively or be seen as credible by the rest of the organization.

#3 Formulate a Strategic Vision 

Create a vision to direct the change effort and develop strategies for realizing that vision. A clear vision helps align efforts and keeps everyone focused on the end goal.
Pitfall to anticipate: Presenting a vision that is too complicated or vague
A vision that is not clear or is too complicated can confuse or demotivate people. It should be simple, compelling, and easy to understand.

#4 Enlist a Volunteer Army

Beyond the guiding coalition, it’s essential to empower a broad base of people across the organization to get involved in the change effort. Use every vehicule possible to communicate the new vision and strategies for achieving it. Teach new behaviors by the example of the guiding coalition.

Pitfall to anticipate: Lack of engagement or over-reliance on a few individuals
If people do not feel genuinely motivated to participate, or if the change effort relies too heavily on a few key players, it can falter. And make sure your « champions » within the organization behave in ways aligned with the vision.

#5 Enable Action by Removing Barriers

L’Identify obstacles that could slow down, seriously undermine the vision and derail the transformation and work actively to remove them. This might involve changing systems, processes, or mindsets. That way, you will empower teams to act on the vision.

Pitfall to anticipate: Ignoring hidden barriers or underestimating resistance
Not all barriers are obvious. Some may be deeply embedded in the organization’s culture or practices, making them harder to identify and remove. You can also fail to remove from the project powerful individuals who resist the change effort.

#6 Generate Short-Term Wins

Achieving quick, visible successes helps to build momentum and demonstrates the benefits of change, encouraging further efforts. You will need to plan for and create short-term wins, and not forget to recognize and reward employees contributing to these improvements.

Pitfall to anticipate: Focusing only on short-term wins or misinterpreting them
While these wins are important, relying solely on them without planning for the long term can lead to a lack of sustained effort. Also, not all successes may truly indicate progress – ensure they align with the overall vision.

Pitfall to anticipate: Failing to score successes early enough
Don’t leave short-term successes up to chance. Communicate about these wins 12-24 months into the change effort.

#7 Sustain Acceleration

IDon’t let up ! Keep pushing forward by maintaining a sense of urgency and continuing to look for improvements and quick wins. Consolidate improvements and produce more change to achieve the next stage of the organizational transformation. To do that, you can use increased credibility from early wins to change systems, structures, and policies undermining the vision. You can also hire, promote, and develop employees who can implement the vision and reinvigorate the change process with new projects and change agents. 

Pitfall to anticipate: Loss of momentum or burnout
Sustained effort is critical, but pushing too hard for too long can lead to fatigue and burnout within teams, undermining the change effort.


Pitfall to anticipate: Declare victory too soon with the first performance improvement

#8 Institute Change

Finally, make sure that new ways of working are embedded into the culture. This includes aligning the organizational structure, reward systems, and policies to reinforce the desired change. To institutionalize new approaches, you can articulate connections between new behaviors and corporate success and create leadership development and succession plans consistent with the new approach launched.

Pitfall to anticipate: Failing to embed change in the culture
If the new ways of working, shared values and social norms are not embedded in the organizational culture and systems, old habits can quickly resurface, undoing much of the progress made. Avoid promoting people into leadership positions who don’t personify the new approach.

Let’s Navigate Change ! 

Each step offers a guiding principle that, when adapted thoughtfully to your specific context, can significantly enhance the success of your transformation initiatives. 
Howerver, being aware of these common pitfalls can help you avoid setbacks and maintain momentum throughout the journey. Remember, transformation is not just about changing processes – it’s about changing hearts and minds to build a future-ready organization.

As we continue to navigate these challenging time, the need for effective change leadership is more critical than ever.