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Desing Thinking Leading Change
Desing Thinking Leading Change
Desing Thinking Leading Change
Adriano Pianesi
Johns Hopkins Carey Business School, USA
Pianesi 45
The Change Canvas is a one-page process aspirations meet the real world, they will meet
template powered by both an Adaptive Leadership people who mostly will not care or cannot be
framework and design thinking. It offers a process bothered. They will need to engage others and
for thinking collectively about change for an bring them into the conversation. Some people
organization or community. might be on board from the beginning, but failure
The Change Canvas—with its visual, is more likely if my clients lack a clear idea of the
sequential 10-step process of critical reflection— big picture and the overall context they are trying to
is a radical leap in terms of how change planning influence or if they are not astute enough about the
and implementation is accomplished in today’s players within this context.
organizations because of its principles of inclusion I love Jack and Lisa’s passion and
and its cycle of ongoing learning. When printed determination. But unguided, they risk turning
on a large poster, the Change Canvas creates a their work for change into a faith-based journey
productive space of critical reflection for many driven by righteousness. Many people who want to
organizational actors by including them effectively exercise leadership and implement change start with
in context diagnosis and intervention design, by a strong vision and a plan for realizing it. Yet, I have
building psychological ownership of the issue, and observed that, given the ambiguity and intricacy
by mobilizing all stakeholders in implementation. of organizational reality and the unpredictability
Drawing on case studies, my teaching at the of complex systems, Plan As rarely work as
Johns Hopkins University Carey Business School, envisioned by their planners. This is because, by
but mainly on my work as a leadership consultant, definition, a plan cannot manage the unexpected.
this paper describes the Change Canvas and its use. Compounding the problem, the original plans as for
change are rarely updated with the lessons learned
The Change Canvas Comes Alive for the unfolding reality. Inevitably, initial visions
for change are built largely on assumptions (or
Meet Jack. Jack is a new director of a hypotheses) that might—or might not—be accurate,
family-run business with high margins and excellent assumptions that need to be tested systematically to
brands. Unfortunately, his corporate group is dealing refine the initial vision and move toward progress.
with increasing market pressure, and the prior Although a strong vision is required initially as
quarter’s disappointing sales report is forcing top the cornerstone of the change effort, leadership
management to face the hard reality of new market activities need to uphold the strong vision with
conditions. Jack senses, based on his experience, facts, observed behaviors, or actual events, not just
that low sales are just the beginning and that the faith in the quality of the initial thinking.
company will rapidly decline unless it moves away The problem is that many people—including
from reliance on individual contributors toward a Jack and Lisa—exercise leadership and manage
more collaborative and teamwork-oriented culture. organizational change carrying their hypotheses
Meet Lisa. Lisa is an HR manager who is in their heads and, therefore, never clarify them
trying to advance gender equity in the nonprofit or open them up for validation. What they need
organization where she works. Aside from a few is something that facilitates frank conversation
speeches by the CEO, little progress has been made with other people, that communicates their vision,
in the past three years to move this cause forward. and builds collaborative agreements to a certain
She is aware that this task will not be accomplished understanding of reality. Once they embark on
in a month. Thus, she presses on, but it is also clear this work, they need to continue their learning
to Lisa that she needs to address the issue more attitudes and have ready access to the practical
deeply to make a real difference. She is unclear, wisdom of good change theories. Importantly,
however, which actions to take to get there. they should stress-test their ideas about change
When I am hired to help in circumstances before implementation to minimize personal and
like these, I meet with clients to learn about the organizational risks, increase their chances of
kinds of change they want in their organizations. success, and protect their own reputations. Jack
I know—and they know—that once their generous and Lisa are embarking on a risky business. Jack
Pianesi 47
of the action” (Hayes, 2002, p. 335). insight about change of the Adaptive Leadership
framework?
Two Approaches for Change Design thinking is a way of thinking about
problems, a creative approach to problem-solving
The idea of a Change Canvas originated with that strives to address user needs with a focus on
Linksy and Bernstein (2016) who provided a strong human values, rapid iterations (bias for action
argument for merging the structured simplicity of and rapid prototyping), and collaboration across
design thinking with the comprehensive theory for boundaries. The design thinking toolbox provides
change of Adaptive Leadership. There is tremendous new ways to explore ideas collectively with the
power, as Linsky and Berstein suggest, in merging purposes of innovation and entrepreneurship
these two models in the organizational change nuanced by a rare balance of analytical mastery
arena and leveraging their precision. This allows and intuitive originality that reconciles rigorous
for more productive and strategic conversations analysis with creative intuition (Martin, 2009).
about change, so that people in organizations start One such tool is the Business Model
to agree on what change is, how to understand it, Canvas from the work of Osterwalder and Pigneur
and what it assumes. Every effort should be made (2010). The Business Model Canvas is used by
to prevent any misunderstanding when words entrepreneurs and start-ups to create, visualize,
like “change,” “communication,” “planning,” and test business models without wasting capital
“process,” “strategy,” or “aspiration” are used. or overcomplicating their approach. Per Fritscher
What if we could clarify what we mean when we et al. (2009), “The most interesting feature is the
say “organizational change” through a process ability to describe the business logic of a company
template from the design thinking toolkit, based on one page: none of the individual elements of the
on the Business Model Canvas and powered by the Business Model Canvas are new to business people.
Pianesi 49
how to stay in business and thrive. organizational change is both an occasion
According to Fritscher and Pigneur (2009), to communicate about change and learn
the Business Model Canvas allows its users to: about it. Brilliant design comes from great
• “Mobilize people to generate new business creativity, but great creativity is rooted
opportunities: in this first phase the Business in exploration and inquiry that most
Model Canvas can help to set a simple immediately sets conditions for re-building
common language through its nine blocks, (and testing) previous learning.
links, and layout
• Understand the current situation: using Often the people in charge of developing a
group techniques the canvas helps to business model or planning organizational change
regroup the collected information and hints struggle to involve large groups meaningfully and
at missing information efficiently in their work. The result is the practical
• Design, extending the business model with exclusion of larger elements of the organization
sticky notes in one-page format: alternatives from the process of learning and strategizing. As
can be identified until a best one emerges the originator of the Business Model Canvas noted,
• Implement the chosen business model: the “Without a visual map of some sort, most groups
canvas and techniques, like story-telling, will wander aimlessly around a closing list of issues,
help share the vision and therefore facilitate without closing on any of them” (Ertel et al., 2014,
implementation p. 108). In truth, it can be hard for a group to get
• Manage the current business model: like their collective head around something as complex
strategy maps, the canvas can help to as a business model or diagnosing an organization
monitor the current situation” (p. 34). for change or planning action. The Change Canvas
(see Fig. 3) transfers to the arena of organizational
The key takeaways of the Business change the simplicity of Osterwalder’s Business
Model Canvas approach relevant to our work for Model Canvas visual, step-by-step process for
organizational change are four: start-ups. It then plugs in the practical wisdom and
1. Trial and error is a critical mindset. insight on from the Adaptive Leadership model.
Smaller, faster iterations for testing a vision The theory of Adaptive Leadership was developed
allow designers to work inside the box of by Heifetz, Linsky, and their colleagues at Harvard
possibilities, a non-intuitive space that lies Kennedy School. According to them, leadership is
between the impossible and the probable. the practice of “mobilizing people to tackle tough
In this perspective, mistakes are just another issues, adapt, and thrive” (Heifetz et al, 2009, p.14).
name for getting closer to the next successful Rather than being technical problems, many of the
iteration. challenges we face today, including organizational
2. An empathic understanding of reality is a change, are adaptive. Heifetz and Linsky maintain,
must. Designers who immerse themselves in “The problems that require leadership are those that
the world of their customers gain important the experts cannot solve. We call these adaptive
insights about how their product or service challenges. The solutions lie not in technical
can help them. This connection starts with answers, but rather in people themselves. Most
empathy and true perspective-taking, rather people would rather have the person in authority
than distance and statistics. take the work off their shoulders, protect them from
3. Prototypes create shared understanding. disorienting change, and meet challenges on their
Producing an artifact, rather than simply behalf. But the real work of leadership usually
talking about something, makes it easier involves giving the work back to the people who
to test assumptions collectively and chart a must adapt and mobilizing them to do so” (p.35).
shared course of action with precision and According to Bernstein and Linsky (2016),
rigor. “Adaptive Leadership embodies relentless realism.
4. Communicating and building the “new” It teaches those who lead change to accept that their
are inseparable. Every interaction during work will be difficult, risky, politically contentious,
Pianesi 51
1. Exercising leadership means mobilizing experiment-design, change makers will not
people to do adaptive work. The Lone succeed. Failure is always an option, but
Ranger idea of leadership is ineffective. learning from failure is mandatory.
Given the today’s complex world, we have 4. The work of change requires thinking
no chance of implementing adaptive change politically. Change makers need a clear
if we do not engage in a mobilization understanding of the parties involved in
strategy for the larger organization. the issue with which they are dealing, and
2. Exercising leadership requires they need an appropriate understanding of
improvisation. The work of leadership is the power distribution, spheres of influence,
about the ability to pivot and change strategy, and strongly held values in given contexts.
by asking at any given time, “Where am I?”
to rethink how best to proceed. Vision and Why and How the Change Canvas Works
purpose are important, but so is an organized
and disciplined process of reality-testing Why merge design thinking and Adaptive
along the way and the ability for strategic Leadership? Why is filling out a Change Canvas
and tactical course correction. important to the Jack’s and Lisa’s in the real world?
3. Successful adaptation requires Because the one-page process template will give
experimentation and “learning in action.” them an uncomplicated process to follow, one that
Adaptation happens through experiments, will allow them to involve more people in this work,
and some will fail. Without a tolerance and is framed according to the insight on how to
for failure, an attitude for forgiveness, a engage with adaptive change.
commitment to continuous learning and The Change Canvas works because it draws
Pianesi 53
The left side of the canvas requires the change right person to make this happen, what do
maker to answer key questions for understanding they bring to the task? What is the generous
their own motivations and the operating context: aspiration the change maker wants to realize
What is the reality they are operating in? in this change? What are the risks of this
What values do people believe and consider work to the change maker, their people, the
important? What is the readiness for change organization or community? What are the
of the people around them? How capable, gaps and limiting beliefs that the change
able, and willing are the people around them maker needs to address?
about this change? What is the change
maker’s purpose? If the change maker is the The right side of the canvas (blocks 6 to
Pianesi 55
faction? Who is the change maker to them? (1984) phases of learning. The Change Canvas lab
What is the change maker relationship with provided Jack’s and Lisa’s teams an opportunity to
each? How can the change maker help them experience all four of Kolb’s learning phases:
reach shared purpose? What inspires them? • Their Change Canvases were filled with
What narrative can be used to bring them to events and stories evoked during the lab; the
partner with the change maker in the work event itself allowed people to have concrete
of change? What will the change maker do experience of those stories and of the reality
next to make progress? What will the next of the context.
action be? • The labs were facilitated and led making
ample use of open questions and debriefing
The Change Canvas Lab moments by tapping into people’s ability
The Change Canvas is not only a tool to to reflect and make connections (reflective
move more quickly and effectively from Plan A to observation).
success, it is also a process to exercise leadership • The diagrammatic mapping and connection
in your change initiative while mobilizing people of ideas written in the Change Canvas created
in strategic conversations and collective learning. unexpected relationships between elements,
Though we romanticize the visionary genius who including brainstorming innovative ideas
sees the future and charts a perfect course, reality and articulating a “change theory” (abstract
does not play out like that. In the complex work conceptualization).
of change we need effective collective learning • While not during the Change Canvas
strategies and processes to think strategically with lab, identifying the next action in the
others. Other people—not us—help refine or refocus Change Canvas and getting involved in
how to communicate aspirations, understand the making it happen provided a field of active
current reality and the factions’ perspectives. They experimentation for the participants.
help improve strategic thinking and stress test ideas,
recalibrate messages, find better courses of action, Here is—in four steps—how to proceed to
while assessing progress along the way. Such work hold a Change Canvas lab for a change initiative:
with others is the day-to-day work of leaders. Step 1: This link: http://www.
These moment-to-moment actions designed MyChangeCanvas.com allows you to create a
to make progress on the bigger things people care unique, personalized Change Canvas. The process
about —but where, like organizational change, forces brevity, careful choice of words, and
no ready-made solutions are available—are the distillation of the essence of ideas for change. This
building blocks of adaptive change (Heifetz & has important implications: when plans for change
Linsky, 2002). Exercising leadership to deal hit the road, one often might have only one minute
successfully with adaptive change is about acting to grab the attention of an uninterested audience,
with a nuanced understanding of the surrounding to convince an important person in a hypothetical
reality using diagnostic skills. It is about going on elevator pitch, or to have a potential supporter keep
“the balcony,” a metaphor for distancing oneself reading a blog page. One of the canvas’ result is
from the fray to gain both a clearer view of reality a single-page vision that is easily sharable, which
and some perspective on the bigger picture. It is means that it will be read by more people and used
about creating moments of impact (Ertel & Solomon, in the work for change.
2014) for the largest number, to hold the attention Step 2: With the 10 elements clearly
of those who most need to be involved in the work mapped out, the Change Canvas can be shared to
of change. The Change Canvas institutionalizes test understandings with others and invite them into
and graphically represents the “balcony view” with the analysis, action or both. This is the occasion
a map of reality to ground action planning. of a first Change Canvas lab, where the canvas is
A Change Canvas lab operationalizes a sort printed on a giant poster and people are invited to
of collective, structured experiential learning around comment. This is not about boasting the personal
this “balcony view” utilizing all four of Kolb’s brilliance of the change maker’s analysis, but—
Pianesi 57
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