Change Management

What is Change Management?

Change management is a structured approach to guiding individuals, teams, or organizations through transitions to achieve desired outcomes, whether adopting new technologies, shifting mindsets, or implementing new policies or practices. In behavioral science, it draws on insights from social norms and motivation to design interventions that make change more likely to stick. Change management helps us understand how people respond to uncertainty and incentives, driving effective and lasting transformation.

The Basic Idea

Your organization just introduced its own generative AI chatbot for answering common questions and troubleshooting at work. You’re excited that the company is investing in new tools to speed up your workflow, but a few of your colleagues aren’t as keen. Some are confused by the tech, which was rolled out without much explanation or demonstration of its value. Others don’t trust AI at all, refusing to try it out. These moments of friction are exactly what change management aims to smooth out.

Change management is a structured process of implementing change designed to prepare members of an organization for transition and address the inevitable tensions that arise.1 It can be used to address adjustments in a variety of aspects at work, like the introduction of new tools or strategies, changes in organizational structure, or a shift in the overall culture. Crucially, change management is more complex than making the change itself, further considering how people adapt to the change and ensuring it aligns with organizational goals.2 In other words, managing change at an organization is just as much about planning for human psychology as it is about planning for adaptation.

Change management is more than just overseeing a transition; it is fundamentally about guiding people through uncertainty and ambiguity. There are two scales at which organizational change might occur:3

  • Adaptive changes: The small, iterative changes that organizations implement for needs that develop over time. For example, hiring a new team member to decrease your team’s workload.
  • Transformational changes: The bigger, broader scope of adaptive changes, including organization-wide shifts in mission, strategy, and processes. For example, the new chatbot that your company has developed is a part of their initiative to enhance the efficiency of their workforce with AI.

Regardless of how big or small a change is, effective change management is an important aspect of any organization today, helping leaders and employees pivot in an ever-evolving world. The hard part isn’t recognizing the changes that should be made, it’s being proactive instead of reactive when implementing change management strategies. It starts with following the right steps to avoid the reactive, resistant pathway to change.

Steps and qualities for positive, effective change management

There are five key stages that are common ways to navigate change management: discovery, preparation, implementation, reinforcement, and analysis: 1, 3

Change management isn’t just a series of steps; there are other important qualities that are essential to ensure a positive culture of change. In their absence, the risks of reactance to change and lack of employee and leadership buy-in may persist. Three key qualities of a positive change culture are: communication, participation, and recognition:1

In the absence of these characteristics, organizations run the risk of halfhearted, top-down-focused changes that don’t go over well for the day-to-day employee. What may be most important for effective change management is ensuring that those impacted by change are actively involved in the process. Research shows that employees are more likely to get on board with a transformation when they’ve had a stake in its development. This is reminiscent of the IKEA effect: when we build something ourselves, including solutions, we feel better about the final product.4 By making changes both understandable and co-owned, we make them more human—and more likely to stick.

"If you want truly to understand something, try to change it." 


— Kurt Lewin, German-American psychologist and change management pioneer

About the Author

A smiling man with light hair and a beard is wearing a denim jacket over a light turtleneck. He is standing in a nighttime setting, with warm lights glowing in the background, including a large, glowing yellow sphere. He has a black strap across his chest, possibly from a bag, and the environment around him suggests an outdoor, urban atmosphere.

Isaac Koenig-Workman

Early Resolution Advocate @ CLAS Mental Health Law Program

Isaac Koenig-Workman has several years of experience in mental health support, group facilitation, and public communication across government, nonprofit, and academic settings. He holds a Bachelor of Arts in Psychology from the University of British Columbia and is currently pursuing an Advanced Professional Certificate in Behavioural Insights at UBC Sauder School of Business. Isaac has contributed to research at UBC’s Attentional Neuroscience Lab and Centre for Gambling Research, and supported the development of the PolarUs app for bipolar disorder through UBC’s Psychiatry department. In addition to writing for TDL, he works as an Early Resolution Advocate with the Community Legal Assistance Society’s Mental Health Law Program, where he supports people certified under B.C.'s Mental Health Act and helps reduce barriers to care—especially for youth and young adults navigating complex mental health systems.

About us

We are the leading applied research & innovation consultancy

Our insights are leveraged by the most ambitious organizations

Image

I was blown away with their application and translation of behavioral science into practice. They took a very complex ecosystem and created a series of interventions using an innovative mix of the latest research and creative client co-creation. I was so impressed at the final product they created, which was hugely comprehensive despite the large scope of the client being of the world's most far-reaching and best known consumer brands. I'm excited to see what we can create together in the future.

Heather McKee

BEHAVIORAL SCIENTIST

GLOBAL COFFEEHOUSE CHAIN PROJECT

OUR CLIENT SUCCESS

$0M

Annual Revenue Increase

By launching a behavioral science practice at the core of the organization, we helped one of the largest insurers in North America realize $30M increase in annual revenue.

0%

Increase in Monthly Users

By redesigning North America's first national digital platform for mental health, we achieved a 52% lift in monthly users and an 83% improvement on clinical assessment.

0%

Reduction In Design Time

By designing a new process and getting buy-in from the C-Suite team, we helped one of the largest smartphone manufacturers in the world reduce software design time by 75%.

0%

Reduction in Client Drop-Off

By implementing targeted nudges based on proactive interventions, we reduced drop-off rates for 450,000 clients belonging to USA's oldest debt consolidation organizations by 46%

Read Next

Notes illustration

Eager to learn about how behavioral science can help your organization?