I do organizational change management, coaching,
Daniel:training and consulting work.
Daniel:I've been in the change and transformation, looking projects
Daniel:of all shapes and sizes for about 20 years mainly in Australia.
Daniel:Entirely in Australia until now living in Germany and for the last 10 years, 11,
Daniel:12 years, I've been focusing exclusively on organizational change, acting capacity
Daniel:of change manager or the change leader or and more recently change director.
Daniel:On large organizational change programs, so looking at the organizational change,
Daniel:which is the people side of change.
Daniel:So if there's a large project, let's say it's a new CRM system
Daniel:is the technical aspects of that.
Daniel:And then there's all the people side.
Daniel:So if the project manager prepares the solution for the organization,
Daniel:then the change manager prepares the people for the solution.
Daniel:I really like that analogy.
Daniel:And in terms of, so that's what I do, is just managing and bringing about the
Daniel:people side of change to maximise, and I say organisational change management is
Daniel:about maximising the benefits of change, there are some benefits that will accrue
Daniel:to change if the people side is not considered just by the technical solution
Daniel:being available but when people when people's side of change is managed well
Daniel:then the people use the system better.
Daniel:They're more skilled at using that system and they use it more often.
Daniel:And we're just talking about systems, but organizational change extends to
Daniel:ways of working or new operating models or role changes many and varied types
Daniel:of changes, but ultimately it comes down to a change in the ways of working.
Daniel:If anybody needs to know, do or behave a different way, as part of
Daniel:this initiative, then we should be considering the organizational change
Daniel:skill sets to bring that about.
Rob:Typically, do you kind of niche by what kind of
Daniel:change?
Daniel:Personally, I've worked across, so if you think about changes in the
Daniel:org, org chain industry what change managers do, there's people tend to
Daniel:do more types of change, or they might work in a particular kind of industry.
Daniel:For example, in Australia, financial services is big.
Daniel:So I've done a lot of financial services worked in financial services mostly.
Daniel:But when you think about the types of changes could be this technical
Daniel:change, which we just talked about.
Daniel:So systems new technology, for example, as it mentioned CRM systems is just
Daniel:a good example, but many varied, but there could be organizational
Daniel:change or organizational restructure.
Daniel:It could be mergers and acquisitions of organizations.
Daniel:It could be Policy change worked on a more recently, risk policy
Daniel:transformation project changes all of the policies and the way they
Daniel:manage risk in the organization.
Daniel:So they're going to think about what do people need to do
Daniel:differently as a result of this?
Daniel:And so you start breaking it down.
Daniel:So there's all these different types of change.
Daniel:Some people tend to specialize in certain types of some people might.
Daniel:have deep experience, for example, in mergers and acquisitions, where they
Daniel:might have deep experience in even some people will specialize even in like
Daniel:SAP, for example, there might have deep understanding of SAP implementations in
Daniel:organizations from a change perspective.
Daniel:Most change managers will probably have two or three or four of those
Daniel:kind of specialties that they would work in depends on what you've
Daniel:been exposed to over your career.
Daniel:That said, org change is really a process, like it could be applied to any discipline
Daniel:or any industry the processes of what you would do to drive change are very similar.
Daniel:There's probably an argument made that if I walk, for example, if I walk into
Daniel:a financial services organization, I know very quickly who to speak to,
Daniel:the types of roles that they have there, the issues that they deal with.
Daniel:So it makes it a bit quicker for me to get up to speed.
Daniel:Whereas if I walk into a manufacturing Organization, which I've never ever worked
Daniel:in or for might take me a bit longer.
Daniel:The nature of their issues could be different.
Daniel:In manufacturing might have to a lot of unions that have to deal with.
Daniel:There's a lot of issues that I would have to deal with that maybe
Daniel:wouldn't be immediately obvious to me compared to say financial
Daniel:services or and so on and so forth.
Daniel:So people definitely would end up with specialties is what I'm saying, but the
Daniel:discipline itself, organizational change management and how to do it from end to
Daniel:end, those processes are fairly similar.
Daniel:It all comes down to people need to change their ways of
Daniel:working, shift their behavior.
Daniel:What is that behavior shift and how do we make it happen?
Daniel:In the quickest, way possible.
Daniel:We don't want to force people into that, because that's not going to be a great.
Daniel:Sure, they might do it, but they're not going to be willing.
Daniel:When we want to make sure that they've got the right skill set so that
Daniel:they've got the ability to do that.
Daniel:And we want to make sure that they're super, like just energised
Daniel:and engaged in this whole process.
Rob:What comes to mind immediately there is Mike Tyson's quote.
Rob:Everyone has a plan until they get punched in the face.
Rob:How often does the plan work or how often does the plan need to
Rob:change throughout the process?
Daniel:Quite a bit because if you think there's one I worked on, it depends on the
Daniel:size of the project and how clear we are at the outset on the nature of the change.
Daniel:I'll give you a good example, like of where it's changed radically.
Daniel:So I worked on a large general ledger replacement for a large financial services
Daniel:organization, a global organization replacing the accounting system.
Daniel:And that was probably end to end, like three and a half year process end to end.
Daniel:I was the last sort of year, 18 months of that process when I came into the project.
Daniel:But for when it started and the goals and the business case for
Daniel:that project and where it finished up and the, what it delivered and
Daniel:in what timeframe and all just so different, which is perfectly normal.
Daniel:Now it doesn't mean that was a failure or anything like that.
Daniel:They adjusted their goals, rethought about the processes, how the scope
Daniel:of this work, how much they could possibly do throughout that process.
Daniel:Any project is going to have its goals and visions for that.
Daniel:When it's, when you get into the detail, most organizations, this one included
Daniel:wanted to buy off the shelf and just implement, but once you get into the nitty
Daniel:gritty of the processes and how systems interact with each other, the flow of data
Daniel:and the way people interact with that.
Daniel:Then that's when things change.
Daniel:We've got to be in it and that will change.
Daniel:There's so much change.
Daniel:And it's a constant iteration of going through and developing what's possible.
Daniel:With this system, what's possible in our organization and the art of making
Daniel:the possible work in this organization.
Daniel:And yeah, there's a lot of work, a lot of iteration in that, a great deal
Daniel:of difference until we get to a point where, okay we're happy with this.
Daniel:We've got some sort of baseline and this is what the change is and we're
Daniel:going to implement it from here.
Daniel:But even then on implementation, if you think about it again, a
Daniel:systems implementation, you go live.
Daniel:And then we've got some sort of warranty period where
Daniel:we're supporting that project.
Daniel:And then a lot of issues come out as people actually use the system in reality.
Daniel:And then all these issues pop up and we go, Oh, okay we
Daniel:didn't think about it like that.
Daniel:Like we do UAT and testing and so on.
Daniel:But when it really interacts with reality, these issues come up and we've
Daniel:got to think about what do we do now?
Daniel:We need to change it still more inevitably, yes.
Daniel:So there's that as well.
Rob:In that example, so it was a three and a half year project around.
Rob:And it was two years in before you got involved.
Rob:So basically it was all project management and planning and analysis
Rob:and all of that kind of stuff, like the technical stuff before
Daniel:that.
Daniel:Oh no.
Daniel:So there was an organizational change lead that was and there
Daniel:was a change team set up and there was a change lead in the project.
Daniel:I don't know.
Daniel:I can't say from exactly when in that project.
Daniel:But I came into that project because they needed a new change lead.
Daniel:So they moved that other person on and I came in to take over.
Rob:So generally you and the project management team would be working
Rob:at about the same time in parallel.
Daniel:Yes.
Daniel:Ideally I would be there and your best practice is your change management is
Daniel:there from the very beginning, maybe even before with a sponsor to help articulate
Daniel:the setup of this project and start campaigning why this project's important,
Daniel:setting up the vision, setting up that communications strategies, getting
Daniel:people engaged and involved and really taking people along that entire journey.
Daniel:That as any change manager will tell you, does not always happen.
Daniel:It's not unusual to be brought in late to a project and that's happened to
Daniel:me several times where they've had no change management on it until that point.
Daniel:And then, you've got to try and, assess the situation
Daniel:and okay what we can do here.
Daniel:We don't have much time.
Daniel:We still got implementation and there's all this inertia for why it
Daniel:must be done at this particular time.
Daniel:How do we make it?
Daniel:How do we make it work?
Daniel:And yeah definitely that happens and it's not the ideal scenario
Daniel:and, change managers are good, but we're not miracle workers.
Rob:Basically you're dealing with lots of variables.
Rob:When you're dealing with technology and technological change, there's
Rob:less variables and it's, whereas when you're dealing with people,
Rob:it's much more subjective.
Rob:I'm guessing one of the key variables is it's a sponsor.
Rob:I imagine some are, it's their project and they're really ambitious
Rob:with it and really excited about it.
Rob:And some, it maybe is been the job that no one wanted to do, but they've
Rob:been delegated to, is that the case?
Rob:Does that make a difference to your, the impact of your
Daniel:work?
Daniel:Yeah, absolutely.
Daniel:Taking the systems as an example there before.
Daniel:So just because of the ambiguity, so you've got your list, less
Daniel:variability with with the solution.
Daniel:There's a huge amount of variability actually with the technical solutions,
Daniel:huge amounts, and that always, and that's constantly updating and being
Daniel:changed and refined and iterated on.
Daniel:And that is constantly having impacts about, okay, how people will interact.
Daniel:With that system or process or ways of working and how their ways of
Daniel:working are therefore impacted.
Daniel:And that makes it really hard because you've got to design training and
Daniel:you've got to try and get your training and capability development knowledge
Daniel:transfer up and running for these people.
Daniel:And it's constantly iterating and changing right up, and through the
Daniel:testing periods and so on and so forth.
Daniel:So that becomes quite challenging.
Daniel:So there's a lot of variables and a lot of uncertainty.
Daniel:It's got to line up until you can get to that go live period.
Daniel:To your point about leadership sponsorship is absolutely a key success factor
Daniel:for successful organizational change.
Daniel:And if the leader is not out there and clearly visible, that can really sink
Daniel:or they don't have a project really win.
Daniel:There's a few key roles is there'll be a sponsor that's, maybe is accountable
Daniel:for that project and it's a successful delivery from a financial perspective
Daniel:and it's all of the other deliverables and what it should be doing and quality
Daniel:and so on and so forth, but there will also be these other People usually say
Daniel:if you're implementing a CRM system is going to be the head of sales or general
Daniel:manager of sales or something that's on the receiving end of that change.
Daniel:Who's going to be not the primary sponsor, but they are
Daniel:the primary affected user group.
Daniel:And they're going to have a huge amount of power, almost
Daniel:veto power over that project.
Daniel:And you really want to understand those people.
Daniel:And then there'll be technology people that have a huge amount of
Daniel:influence and say how this happens.
Daniel:So there's usually two, probably three groups with differing interests in
Daniel:how this project should be delivered.
Daniel:So you, maybe your IT people might have certain quality aspects in
Daniel:mind and they want to use certain tools and processes to make sure
Daniel:that a quality outcomes achieved.
Daniel:The sales in this example, we're using the CRM example, that sales general manager.
Daniel:Unless it's perfect, they don't want to know about it, but it's going to
Daniel:influence, impact their sales or their business, and how he's measured or
Daniel:she's measured and their, KPIs, that's going to be a big barrier, what's
Daniel:their incentive structure for this.
Daniel:And then you've got the sponsor whose job is it to, sell the vision while
Daniel:that's important to the organization.
Daniel:And in drive and make sure, it works from a benefits perspective
Daniel:and brings everybody together.
Daniel:So it'd be the, that primary sponsor role becomes a real integrated
Daniel:role in many ways, but it's a vital
Rob:role.
Rob:And often to adjudicate between the two, because what you've described there is
Rob:you've got, the typical technologist has a particular personality style,
Rob:if we're going to stereotype and the Sales is a completely opposite and
Rob:it's two completely different value sets, different ways of communicating.
Rob:I can imagine there's often a source of a lot of
Daniel:conflict.
Daniel:Absolutely.
Daniel:And if you think about those, like archetypes of people and personalities
Daniel:it's completely different.
Daniel:It's completely different and the, their incentive structures are just
Daniel:so different in an organization.
Daniel:So different.
Daniel:And then here we are, change managers creating PowerPoint decks and slide decks.
Daniel:Not that you want to be hiding behind a computer, but you've got
Daniel:to codify information and then present it for decision which
Daniel:inevitably goes through that process.
Daniel:And you've got your IT people that are just thinking, what you would
Daniel:do is wear suits and do PowerPoint decks in organizations and so on.
Daniel:What are you, what value are you delivering?
Rob:This is really my kind of thing.
Rob:This is right, I'm really liking the idea of these three people.
Rob:So what I'm really interested in is what, okay, so you
Rob:start this new project, right?
Rob:What exactly, can you take us through what happens from what
Rob:you do through the project?
Rob:Oh,
Daniel:okay, sure.
Daniel:Look in the beginning of project assuming you're starting with the
Daniel:beginning of the project, like with the.
Daniel:And even if you're not, so you're just coming in halfway, you've got to get
Daniel:understanding of what is the goal here?
Daniel:What is the business case?
Daniel:Who are the, who's impacted as a result of this?
Daniel:What's the expected benefit to the organization?
Daniel:Who are the winners and losers potentially, as there's always going to
Daniel:be winners and losers to some extent.
Daniel:And then you want to start understanding just this organizational desktop of the
Daniel:change proposed, the context in which it's being proposed the experience with
Daniel:the organization or those departments, depending on the size of the organization,
Daniel:very large organization, certain departments will have certain subcultures.
Daniel:What's their experience with implementing change?
Daniel:Has it gone before?
Daniel:Has it gone well?
Daniel:Has it not gone well?
Daniel:And so you really want to understand all of that, in that context.
Daniel:People will advocate for in depth readiness assessments and to the degree
Daniel:that you can get time and scope to do that, then they're a good thing to do,
Daniel:but mostly, you're going to go in there, and have a few conversations with people,
Daniel:maybe run a workshop or two to understand the scope of things to begin with in
Daniel:conjunction with your project leads and really understand the scope of this.
Daniel:And people will tell you all of those things.
Daniel:And you've got to try and Keep an objective mind about
Daniel:whether or not that's reality.
Daniel:It's just complaints.
Daniel:What's the issue and the real issues in there and narrow it down to the things
Daniel:that, you need to influence because this will start the organizational context.
Daniel:And for example, the experience the organizations have with change will
Daniel:influence the way you message things and the communication and if they've had a
Daniel:really bad experience, you might need to go in and address that up front and
Daniel:who's the best person to address that.
Daniel:And is it going to start thinking if they're starting from a pretty good solid
Daniel:base, we're pretty good at change here.
Daniel:We've had some good experiences in the past.
Daniel:Then, you don't need to worry about that so much.
Daniel:And so you can move more into future pacing, for example.
Daniel:But if you start future pacing when there's all this issue in the background
Daniel:and upset about how things were or were not done in the previously.
Daniel:Then, people will be quite resistant to you upfront.
Daniel:So they, some of the issues that need dealing with in terms of to answer
Daniel:your question about what happens after that, really after that, you're going
Daniel:to start getting into more detail.
Daniel:At this point, you will have an understanding of the high level
Daniel:impacts to the organization, broadly who's impacted, numbers of people
Daniel:impacted, starting to form a view on how messaging should be formed.
Daniel:In fact, you'll start some messaging.
Daniel:During this process at a tentative level.
Daniel:And then after that you start getting into the detail of
Daniel:readiness and impacts assessment.
Daniel:Depending on how far the projects through and how much they know about what's
Daniel:changing and in what way you start understanding, okay how's that going to
Daniel:affect Rob, the accountant in the sales department, and he's going to, Rob's
Daniel:perhaps a Daily user of the, accounting process and we're changing his system.
Daniel:And what does that mean?
Daniel:For Rob and his team and, we're going to do this by group and team by team, you
Daniel:might have to go right down to individual level depending on, on, on who, the nature
Daniel:of the work that's being, that's changing.
Daniel:And you certainly want to make sure that everybody's included
Daniel:and nobody left out as well.
Daniel:That's really important.
Daniel:Have you captured everybody?
Daniel:Do you have all of the impacts?
Daniel:It's really important.
Daniel:I just keep asking that all the time because I've learned the
Daniel:hard way not to leave people out.
Daniel:So when I left two people out of this project once two people, they worked
Daniel:in this, wholesale banking area.
Daniel:And it turns out that they were the two people that did the very
Daniel:largest deals of all of them, worth hundreds of millions of dollars.
Daniel:Huge impact.
Daniel:And we had to stop the whole project, go in there, fix that.
Daniel:And then, Go again, so don't leave people out.
Daniel:Then after that, once we've got a good handle on the impacts you're going to
Daniel:start, you will have formed in your mind, a good strategy and usually
Daniel:you'll have that documented in some fashion that could be documented on.
Daniel:If you're an Agile project in that working in Agile environment, walls with sticky
Daniel:notes, that's fine, more often working with project management offices and large
Daniel:corporates with bureaucracy, you have that documented in a formal document,
Daniel:and it may have gone through sign off processes, you have some strategy, you
Daniel:will have formed a strategy and a point of view at this point, of which then
Daniel:you would craft your communications plans and engagement very much two way.
Daniel:And your capability development, knowledge transfer and training plans.
Daniel:And so if you think about new projects with technology, that's radical shift in
Daniel:the nature of the project they're doing you could have large and varying impacts
Daniel:on people's knowledge that they need to get up to speed on the new project.
Daniel:Another thing about that general ledger application, for example, that was huge.
Daniel:Like just the amount of knowledge and accounting processes.
Daniel:We had to train them on in this new system was just massive.
Daniel:It was about 1700 users, which is not that much in the scheme of things, but just
Daniel:the detail that had to go to, and you're dealing with accounts, you want to know
Daniel:absolutely every detail, and we'll ask every detail question you could possibly
Daniel:think of, and then, each person had to go through, one group might have five
Daniel:modules, and, another group might have 12 modules, and, just the complexity of that
Daniel:on a global level was just mind numbing and so it can be quite a big challenge
Daniel:depending on your process, but, I think about the risk transformation project,
Daniel:there was much less technology and ways of working impacts and much bigger
Daniel:differences in approaches and knowledge application in terms of what they should
Daniel:be doing and how they should interpret policies in this new regime, as opposed
Daniel:to the way it was interpreted before the new changes were implemented and so I had
Daniel:to think about, okay how do we get this?
Daniel:We impart this knowledge transfer and how do we observe these new behaviors?
Daniel:What are these new behaviors and how do we then get people to think about this?
Daniel:One of the approach we ended up taking for that was we ran people through a workshop
Daniel:style experience where they could play with and interpret their, the policies.
Daniel:All their particular instance and their group and their context and
Daniel:then report back out and say this is why we interpret it this way.
Daniel:And this is what we see.
Daniel:And then corporate, had an opportunity to provide feedback
Daniel:on this is how we would see it.
Daniel:And this is how we think the regulators are interpreting this data
Daniel:these policies in this new regime.
Daniel:So from one extreme, here's a system, how you need to use it to
Daniel:get a particular accounting outcome.
Daniel:And here's a risk policy transformation.
Daniel:How we need to interpret it in a new regime.
Daniel:How do you train for that and manage that knowledge transfer?
Daniel:So that's where you start to really, after having done that analysis,
Rob:you form a view.
Rob:It's a huge amount of skills that you're encompassing from
Rob:like negotiation, relationship management, marketing, training, and
Rob:administration and project management.
Rob:It's a huge level.
Rob:It's really, when I look at it, it's really about knowledge
Rob:or information arbitrage.
Rob:It's an interesting perspective, yeah.
Rob:You're basically taking knowledge that someone else knows and passing it on.
Rob:So
Daniel:The knowledge is co created.
Daniel:It's pretty much
Rob:That sounds like an enormous amount of domain knowledge, very specific.
Rob:How much do you need to know about that change?
Daniel:As an individual, you need to you need to know quite a bit,
Daniel:but from a particular context.
Daniel:And your business analysts and technical people will have a certain
Daniel:perspective, even in the risk transformation, you've got risk
Daniel:professionals who are interpreting regulations for their context.
Daniel:So the technical people in that instance, as opposed to I.
Daniel:T.
Daniel:professionals.
Daniel:And so we really need to understand and go through this co creation of
Daniel:knowledge development to understand, okay, how do we interpret this change
Daniel:in this new technical requirement in this, in our context because this
Daniel:was a financial services company.
Daniel:If I had to go from that financial services to another financial
Daniel:services organization serving more or less the same markets and customer
Daniel:base, it would be interpreted in a very different way contextually.
Daniel:And so you've got to set up these processes where it's
Daniel:continually the change management
Daniel:practitioner and their team is working with these technical people
Daniel:to interpret, okay, what's changing and what does that mean in reality?
Daniel:And how do we sense check that?
Daniel:So you've got to have these end users in that conversation
Daniel:to co create that perspective.
Daniel:You can't have all 1700 users or 5, 000 people or whatever
Daniel:the number is involved in that.
Daniel:So you have to get representatives and you've got to continually co create that
Daniel:knowledge, that new knowledge that gets created for the organization and then
Daniel:work at ways to disseminate validate that and then have it disseminated.
Daniel:So it's a very in my opinion, change management, a very creative process.
Daniel:And it's a very it's a generative process.
Rob:Generative as in the more that you do it, the more that you,
Daniel:you're generating and creating new knowledge.
Rob:So when you said two companies could be very similar, but the way
Rob:that they would do it is different.
Rob:Is that because of the culture of the company, the structure
Daniel:of the company?
Daniel:All of them.
Daniel:It's all about the culture.
Daniel:The structure of the organization, they obviously serve slightly
Daniel:different markets and customer subsets.
Daniel:Being a competitive space, but they might be delivering loans or they
Daniel:just go about it very differently.
Daniel:And structured very differently.
Daniel:And so the way it's interpreted and implemented into given organization.
Daniel:And then there's all the history of this system.
Daniel:Does things like this way and it was built this way with this in mind back,
Daniel:1990, but now it's very different now and when you're talking about this,
Daniel:very old and large institutions.
Rob:That's my kind of thing trying to work out differences in that.
Rob:I enjoy that conflict.
Rob:So what is it you most enjoy about your work?
Rob:Why that of all the choices you could have done?
Daniel:Yeah, it's a good question.
Daniel:I really like the intersection of the technical, the project management,
Daniel:the technical components of the, technical work that's in development
Daniel:and the people side as it's still delivered that integrator on a mindset.
Daniel:I did project management.
Daniel:I don't really like all of the finance monitoring and the reporting and all of
Daniel:the governance structures that go with it.
Daniel:Certainly they exist in any level of, in any type of role in an organization.
Daniel:But I really enjoyed that more creative process.
Daniel:And I feel like I got that more so in change management
Daniel:than in project management.
Rob:I think you get more from people, to me, it's more satisfying
Rob:working with people where you see the change in the person.
Daniel:Exactly.
Daniel:Yeah.
Daniel:The change in the person and the consideration to go with it.
Daniel:Absolutely.
Rob:I'm curious about how did you get into, cause 20 years ago, change
Rob:management was relatively new, wasn't it?
Rob:The change management as
Daniel:a discipline.
Daniel:Yeah, definitely.
Daniel:In the last 20 years, even in Australia, it's probably far more, mature, it
Daniel:seems to be far more mature than the rest of the globe for some reason.
Daniel:There's a lot of innovation in terms of people coming up with innovative
Daniel:software products and approaches.
Daniel:Three come to mind, just all out of Australia.
Daniel:It's quite remarkable.
Daniel:Prosci, the big company, they're the U.
Daniel:S..
Daniel:20 years ago, I got into it via process improvement.
Daniel:So I was working as a team leader in a collections department, and they had
Daniel:introduced all this Lean Six Sigma as a method to, improve their processes, and
Daniel:they had a few distinct projects set up.
Daniel:I got involved in that and really enjoyed that.
Daniel:I got a lot out of it and then very quickly transitioned into that
Daniel:as a full time role and then that just became my career and I started
Daniel:doing process improvement work.
Daniel:That was circa 2005 through 2010, 11 and then I moved into sort of business and our
Daniel:project management and business analysis.
Daniel:Then around 2012, I was working in Sydney.
Daniel:I'd moved from Melbourne to Sydney and I was working for a Melbourne
Daniel:bank and I was running it.
Daniel:I was like, I was doing an analyst job.
Daniel:And with the head office in Melbourne, I was like, I was
Daniel:struggling to find the next job.
Daniel:They'll say, you need to live in Melbourne.
Daniel:And I was like, okay, I'm gonna have to look for a job
Daniel:in Sydney for, a new company.
Daniel:So I started looking around, which is not unusual to work in the contract
Daniel:kind of space for a long time.
Daniel:And I had worked with change managers and I thought, I like what they do.
Daniel:I think I can do that.
Daniel:And I'd done a lot of their work for the project I'd just done.
Daniel:And I went into the market and just edited my resume and started
Daniel:to pull out, the change management components and said, Oh I'm looking
Daniel:for change management jobs now.
Daniel:Started ringing up the recruiters, talking to them about it.
Daniel:And this job came up in another bank and it was a change management job.
Daniel:And so I applied for it.
Daniel:And at first the recruiter said, no, you're not qualified, not a change manager
Daniel:because they blinkered in that regard.
Daniel:I said, look, mate, this is in the foreign exchange department.
Daniel:You don't need to worry about that.
Daniel:They wouldn't know a change manager from their mom.
Daniel:They really just, they don't know.
Daniel:All they care about is domain knowledge.
Daniel:I've got lots of that in foreign exchange.
Daniel:Just tell them you've got a guy who understands foreign
Daniel:exchange and they'll be fine.
Daniel:And sure enough I got the job and that set me on a whole new career
Daniel:specializing in change management.
Daniel:So it worked and I'm super glad that it worked out because I fell
Daniel:into, I fell into my own on that, came into my own on that as a
Daniel:discipline really got a lot of that.
Daniel:And I had some mentors at that time that showed me through it.
Daniel:And I had some guidance and that really helped.
Daniel:I just had a facility for it.
Daniel:It flowed very easily.
Rob:So what were the innate skills or talents that you
Rob:have meant you were suited
Daniel:to it?
Daniel:Look, I think a people orientation.
Daniel:Number one.
Daniel:I think I've come from the process improvement and project management,
Daniel:business analysis disciplines as well.
Daniel:So I had training in our projects work and I knew how projects work
Daniel:and so I could work with a project manager very easily in that regard.
Daniel:Then a particular skill that I do have, and I had from an early, very
Daniel:early age was running workshops.
Daniel:And so I would run large scale workshops.
Daniel:And I had since had lots of training and workshops and facilitating workshops as
Daniel:a key primary tool to integrate all of these particular viewpoints to get an
Daniel:outcome and really accelerate change.
Daniel:And so that was a particular skill set that I had.
Daniel:So there was the characteristics of my sort of makeup as well as skills
Daniel:that I developed over time that just lent itself to to the gestalt of
Daniel:organizational change management.
Rob:Okay.
Rob:That makes me curious now just to tally up when you were young, what was
Daniel:your dream job?
Daniel:I had a newspaper, delivered newspapers when I was nine years old.
Daniel:And then I employed my younger brother to help me with it.
Daniel:So I had somewhat of an entrepreneurial bent, if you will or an ability
Daniel:to think, okay I want something I can make it work for me.
Daniel:And I got it, and then I, as soon as I was able to, I went and got
Daniel:a job at Hungry Jack, which is the Australian version of Burger King.
Daniel:And just went around to five or six.
Daniel:McDonald's and Burger Kings or Hungry Jacks gave my resume and
Daniel:said, look, can I have a job?
Daniel:And law of large numbers, get a little bit better at each one.
Daniel:And it got me a job and then and then I handed over the paper, I ended up
Daniel:getting handed over to my younger brother.
Daniel:I would say a little bit entrepreneurial.
Daniel:So I always had a dream that I would create something of my own.
Daniel:I like to go after opportunities that are exciting and interesting, but they
Daniel:don't have a payoff for me as well.
Rob:Another big change was you talked about Australia being like change
Rob:management happening early there.
Rob:What brought you to move over to Germany?
Daniel:Oh my wife my wife is German and we have two children
Daniel:now, age seven and five.
Daniel:And so they have German passports just.
Daniel:Although they're born in Australia, they have German
Daniel:passports because my wife does.
Daniel:And we had it on our agenda that we wanted to move over in 2016.
Daniel:We were just pregnant with our first, actually, after having been
Daniel:married and A childhood friend of mine had been living in France and
Daniel:they came and visited for Christmas.
Daniel:They come visit us while we were holidaying in Germany, visiting family.
Daniel:And they had three kids at the time who were young.
Daniel:They were speaking fluent French and they'd been living in France
Daniel:for two years, two or three years.
Daniel:And just temporarily, and they eventually, they shortly thereafter
Daniel:were due back in Australia.
Daniel:But we were quite inspired by that.
Daniel:We thought, wow, we'd like to have that for our kids.
Daniel:Wouldn't that be great?
Daniel:And so it was on our agenda for a long time.
Daniel:We were living in Sydney and having a good time and that was working for us.
Daniel:And then COVID came and we're thinking, okay, would we have done it now?
Daniel:And there was a few other opportunities on the horizon and so on.
Daniel:And then eventually we got to post COVID.
Daniel:And a few factors led, it came together, living arrangements, working arrangements,
Daniel:and a few other option alternatives and options and things came together.
Daniel:And so we moved.
Daniel:Kids are doing super well.
Daniel:We've been here for a bit over six months now.
Daniel:And the kids are really starting to accelerate and their language
Daniel:is they're now, fluent German.
Daniel:For the most part, they're really getting there.
Daniel:They're still young kids but they're speaking German, and that's going
Daniel:to set them up when they're adults.
Daniel:They won't have the kind of barriers I have.
Daniel:They'll be able to move about Europe, but they'll be able to speak German.
Daniel:When they have that German culture as a base for them, I think it'll be
Daniel:tremendous, would be tremendous for them.
Daniel:A view is that we'll probably still go back to Australia.
Daniel:I don't know if you, have you been to Sydney
Rob:or been to Australia?
Rob:No, I've never been to Australia.
Daniel:It is a ridiculously good place to live.
Daniel:The weather's great depending on which city you're in for the most part.
Daniel:And so yeah we'll more than likely, we'll, our plan is to
Daniel:go back there at some point.
Rob:Neighbours or home and away and that, and it's yeah, it does look idyllic.
Rob:It's just
Daniel:so far away.
Daniel:It is.
Daniel:It is a long way away.
Daniel:Home and away is in the North shore of Sydney.
Daniel:And that, that's, that's probably one of the best parts of Australia.
Daniel:Like it's really good.
Rob:That did make me wonder why you would leave when most people
Rob:Yeah, a lot of people say that.
Rob:I can see the kids, I think to be growing up in two cultures is really powerful.
Rob:Oh yeah, 100%.
Rob:It stops them from the blindness.
Rob:I grew up in London, but I've moved to East Anglia small town like
Rob:Ipswich about an hour out of London.
Rob:But you do tend to see, there is quite a lot of a very small town mentality
Rob:and people have never left the town never experienced anything else.
Rob:Can't even think of the world, bigger than that.
Rob:I like, like I used to do some work with kids and it was it's
Rob:quite a deprived catchment area.
Rob:And you say like, where would you like to go?
Rob:Trying to get some aspiration from them.
Rob:They go Felixstowe, which is 20 minutes away in the coast.
Rob:And it's if you could go anywhere and they're likeLowestoft or Great
Rob:Y armouth and it's like an hour away and it's like they just couldn't
Rob:comprehend even going abroad.
Daniel:I think though one of the things I that I've come to realize though,
Daniel:'cause I actually grew up in Adelaide and then moved to Sydney in 2011.
Daniel:One of the things I miss about, I'm a little bit envious of people that live
Daniel:in east Anglia all their lives and never moved is the sense of community.
Daniel:That I think is lost in some ways.
Daniel:So I've got friends all over the world and they're doing all different things
Daniel:and we're all doing different things.
Daniel:But I think in some regards, that sense of community in one place as it
Daniel:evolves and changes is something that I said is missing a little bit of my
Daniel:life because I've moved about so much.
Rob:Yeah, I can understand that.
Rob:There's a sense of confidence it brings and a sense of security.
Rob:The downside is it also tends to be that they don't trust
Rob:anyone who's not from there.
Rob:They're often not very open to outsiders because they, then they feel threatened
Rob:because it's not something that they're comfortable with or used to.
Rob:There are pluses and minuses to it.
Rob:I do sometimes wonder, maybe if you don't have that aspiration, it's a
Rob:smaller world, and so you're more comfortable and confident with it.
Rob:So what has been the biggest change, apart from weather?
Daniel:The weather is significant.
Daniel:So I probably wouldn't recommend people do this when they change, but
Daniel:I've changed everything in terms of.
Daniel:So country, language the culture, the weather and the way I do my work
Daniel:as well has changed quite a bit.
Daniel:And going from, the contracting world, which is, looks and smells a lot more
Daniel:like an employee kind of relationship for the most part to being I'm
Daniel:more, whilst I've had a company in Australia and self employed in that
Daniel:regard, like a contracting regard.
Daniel:Now actually, generating clients myself and developing, products and
Daniel:developing more of an online presence and a brand, if you will, is quite
Daniel:different, it's quite different work.
Daniel:And so that, that's been quite a big change, I think that I've been challenged
Daniel:by just bringing that all together.
Daniel:It's been having some wins and, things are slowly building, but
Daniel:it's definitely been a big change.
Daniel:I think most people would probably recommend don't change all of those
Daniel:things at once, just change one of
Rob:them.
Rob:Yeah, true.
Rob:How does remote work play into that?
Rob:Would you know, I've been fabulous.
Daniel:Cause cause that's entirely remote in this basement here.
Daniel:I'm going to set up a bit of a YouTube studio going forward which is why I'm
Daniel:wearing this cause it's a little bit cold.
Daniel:The heater is outside the door.
Daniel:But just the remote works fabulous.
Daniel:So I've got a client coming up to some work in London and we'll spend a day
Daniel:there for them, but the rest of it will be remote my coaching clients as all remote,
Daniel:all over the world, just remarkable.
Daniel:Yeah, it's been really good in that regard.
Daniel:I don't know if that would have been entirely possible pre COVID.
Daniel:Yeah,
Rob:I remember before COVID even I used to have physical
Rob:meetings, used to physically go out and, meet people and that.
Rob:And now it's just all Zoom and it's so much easier.
Rob:No travel time.
Daniel:Yeah, exactly.
Daniel:It's so much more productive and you've got family and kids.
Daniel:It's just, it's magic.
Daniel:That said, I think for organizations, it's a double edged sword.
Daniel:I think, like there's pluses and minuses and you still want
Daniel:to build in person meetings.
Daniel:And that's why me doing that one day in London for that client is the right idea
Daniel:to build that connection off the back of which you can do the rest of it remotely.
Daniel:And coming together periodically, I think is a great idea.
Daniel:And young people in particular, they've got to learn from leaders and behavior
Daniel:from the rest of the organization.
Daniel:And young people want to meet people.
Daniel:They want to, they meet their life partners sometimes at work.
Daniel:It's a bit hard to do when you're sitting at home by yourself.
Daniel:I think we're in early days of this whole remote working to stay,
Daniel:but we're still working it out.
Rob:I think it's interesting.
Rob:The impact is going to have on cultures over time.
Rob:Like you say, there is that, model and transfer.
Rob:So you mentioned that you've got a change transformation community.
Daniel:Yeah, that's right.
Daniel:It's really around a community for change managers, people who either want to
Daniel:become change managers or change managers and practitioners and want to learn
Daniel:from each other and share knowledge.
Daniel:I have a website and I have a bunch of newsletter subscribers
Daniel:and then I've created more recently this change community online.
Daniel:I'm going to put some training up there eventually.
Daniel:For people to access as well.
Daniel:But yeah, that's all there for people who want to become change managers or
Daniel:people who are change managers as opposed to the broader change and transformation
Daniel:and project people more broadly.
Daniel:So much as they're keen on, on becoming change managers or really
Daniel:understanding and getting involved in that discipline, you're welcome.
Daniel:But it's really for that community.
Rob:Yeah.
Rob:So if someone happens to see this and they're thinking about or they're new in
Rob:their journey of being a change manager where should they go to, to look for it?
Rob:The
Daniel:simplest way is for them to go to my website daniellock.
Daniel:com and register, sign up for the newsletter and they'll get an invite
Daniel:on the back of that that newsletter, if they'd like to join the community,
Daniel:they don't have to, they still access all of my website, myself through
Daniel:LinkedIn and everybody elsewhere on that.
Daniel:But yeah, my website, daniellock.
Daniel:com go there.
Daniel:It's all there.
Daniel:Okay.
Rob:Change management is new, it's 20, 30 years in.
Rob:So where do you see the future of it going?
Daniel:Oh, really good question.
Daniel:So I think the future of change management is only going to continue to
Daniel:grow in influence in the organization.
Daniel:So for many, change management is still subservient, say, to the project
Daniel:management discipline and the PMO.
Daniel:And a lot of people that I work with and coach feel like they don't have
Daniel:a voice at the table, at the decision making table and don't have the kind of
Daniel:influence that I know that they can bring.
Daniel:There's a couple of things going on there.
Daniel:I think one is that we need to address, but one is business acumen and really
Daniel:producing real world results that can be measured and touched and felt.
Daniel:Too often change management and landing change safely is it's a risk
Daniel:mitigation effort for leaders, until their hair's on fire, they don't know
Daniel:they have a problem, and ultimately people only buy out of having problems
Daniel:anyway they often don't see the need for it until something's going wrong.
Daniel:But increasingly, it's going to become part of the strategic
Daniel:conversations of organizations.
Daniel:And what I mean by this is, in Australia, there was a regulation called CPS 230
Daniel:that was put out for certain class of organizations, financial services is one
Daniel:of them where they had to have in place processes for managing risk and change.
Daniel:It's explicitly called out how that's affected, but what that meant was, when
Daniel:it comes to the delivered risk into organisations, change management needs
Daniel:to have robust change management policies and processes observed and in place.
Daniel:And so that's only going to continue throughout throughout the world and
Daniel:throughout organizations as people realize that the positive impact that well managed
Daniel:change has on brand reputation, employee engagement, and therefore productivity
Daniel:and outcomes of organizations.
Daniel:And so it's only going to become more and more important.
Daniel:There's some again, coming out of Australia, some great work.
Daniel:People are producing software to help organizations understand and interpret
Daniel:select data for change as opposed to just projects that can be then fed
Daniel:up into project management offices.
Daniel:Increasingly people, organizations and in my community are setting up centers
Daniel:of excellence or change management offices or transformation offices of
Daniel:which change management sort of is either set front and center and I was
Daniel:saying the case of a change management office or, definitely the right way.
Daniel:A key part of that structure in the case of a transformation office.
Daniel:And so it's only gonna continue to grow and only become more and
Daniel:more important on executives and boards agenda of how well are we
Daniel:managing change in this organization?
Daniel:How much change do we have in this organization?
Daniel:How well are we integrating that change in this organization?
Daniel:And something can continue to grow.
Daniel:And I think in 10, 15 years time, it'll be significantly more
Daniel:sophisticated than it is today.
Rob:I think generally when you look traditionally HR has been the
Rob:the one with least involvement.
Rob:Like when you look at how managing director or CEO is picked
Rob:it's usually sales, finance, marketing as opposed to HR.
Rob:And often HR has been the one complaining that they're not.
Rob:taken as seriously.
Rob:I think there's a general shift for me when I look at business that used to be
Rob:more logistical, it was moving things.
Rob:And now I think it's more moving and mining people.
Rob:I think emotional intelligence is going to become more and more important
Rob:where relationships are more important because it means that we get more out of
Rob:people which in knowledge work is key.
Rob:So yeah, I can see change only becoming more and more important.
Rob:I think what a lot of people don't understand is how difficult
Rob:it is for people to change.
Rob:I think that's often been taken for granted.
Rob:Whereas, when you look at people personally.
Rob:Everyone makes New Year's resolutions, like I went to the gym a month ago and
Rob:it was stacked out every time I went.
Rob:I went this week, my gym tells me how many people are in there and it was
Rob:half the people of the time before but you go in January and you're
Rob:like, oh they'll have died off.
Rob:But we don't recognize that those same people that are struggling to pay off
Rob:their debts, to stick to their diets, stick to their gym routine manage their
Rob:relationships at home are the same people that we're working with and employing.
Rob:And if they can't do it for the things that they care about
Rob:you're imposing some change.
Rob:I know it's not imposed and it's brought along, but it's basically you
Rob:want them to change for your reasons.
Rob:You've got to make it so much easier and more inviting for them to change.
Daniel:Oh, absolutely.
Daniel:Absolutely.
Daniel:And.
Daniel:One of the things you've got with work environments, at least you've got
Daniel:like a social pressure that helps move things along a little bit more than say
Daniel:individual change, going to the gym or regularly so that there's things like that
Daniel:you can leverage in organizational change.
Daniel:And that's why organizational change is different from coaching
Daniel:people in individual behaviors.
Rob:That's an interesting point, because one of the key things to stick into, say
Rob:going to the gym is make it more social.
Daniel:In developing a community, exactly, and an identity as well around
Daniel:who, am I a person who exercises?
Daniel:All of these factors definitely A part of the conversation for organizational
Daniel:change, but there's a different context.
Daniel:I think that comes forward with it, but I think you're absolutely right in
Daniel:terms of we are dealing with people who have all of those experiences in life
Daniel:and challenges going on all the time, including ourselves, the ones leading
Daniel:change actually, and the sponsors and leaders, a lot of people forget
Daniel:that about the stress of leaders.
Daniel:We're quick to LinkedIn's quick to rag on leaders.
Daniel:And how much of a crap job they're doing and rightly but
Daniel:it's an extraordinarily hard job.
Daniel:And of course they put their hand up for it.
Daniel:So no one's crying for them necessarily, but it's a very challenging job and
Daniel:they've got their own issues and personal issues and hangups and confidence issues
Daniel:and going to the gym or not going to the gym or whatever it is they're dealing
Daniel:with, relationship issues and stresses.
Daniel:And then also leading change.
Daniel:I think that's a big reason why personal development is so important as individuals
Daniel:if you want to grow your career and your leader is that, you need to be
Daniel:able to have some capacity to deal with the stress of leading change or driving
Daniel:an organization or steering a venture or steering a ship, whatever it is.
Daniel:You need to have some capacity latent capacity.
Daniel:And so personal development and the way you deal with managing your
Daniel:own life becomes super important.
Rob:As businesses become more and more competitive and more global, there is more
Rob:time pressure, less people doing the same amount of work and constantly having to
Rob:do more and more Which to your point about leadership, I think again like a change
Rob:leader, a leader has to have a huge amount of skills and I think often there's too
Rob:much pressure on the leader and not enough thought given to developing the people.
Rob:This is really where I come from if you can unite a team, you can
Rob:create a high performing team, there's less pressure on the leader.
Rob:Someone might have inherited a team.
Rob:And the team might have they might have had failed like leaders or change,
Rob:but it's built up a resistance and there's like calluses and there becomes
Rob:a hardened culture against change and against, oh, it's just like the new fad.
Rob:If you put someone into that, you're basically setting them up to fail.
Rob:And this is where I think you need to have the right relationships,
Rob:the right culture, all of that stuff so that people are ready to move.
Rob:So I can see completely where you're coming from on
Daniel:that.
Daniel:Yeah, you're absolutely right.
Daniel:And that's the thing about change.
Daniel:What I outlined, say in a process, that's this linear process for, managing change.
Daniel:But in reality, it's messy and you've got to get in there and make sure that
Daniel:the teams that you're engaging right at the front line and getting that people
Daniel:engaged, pull them along, involved in the design and it's very much an
Daniel:iterative process in that regard.
Daniel:A complex political system, which we haven't touched on so much today,
Daniel:it's a political system as well.
Daniel:And so that's another consideration that I think people need to make when
Daniel:you're when you're implementing change.
Daniel:And yeah, like it's a big, beautiful, complex beast.
Daniel:It's good that we've got specialists that can focus on project management,
Daniel:analysis, finance, team development or change and really, help everybody have
Daniel:a greater experience of their work life.
Rob:I think that's really what the industrial revolution brought which
Rob:has brought our economy to where it is and more we specialize on
Rob:strengths basically the more people can thrive financially and emotionally.
Rob:Okay.
Rob:Just to wrap up.
Rob:So you talked about your community, but if someone was looking for a
Rob:change, why might someone choose you?
Rob:What, why might they be looking for you?
Rob:Who might they be?
Rob:And how could they contact you?
Daniel:Yeah.
Daniel:I'm from a coaching point of view, I'm working with change
Daniel:managers who it's a few different ends of the spectrum here, three.
Daniel:One is someone who wants to become a change manager from another discipline,
Daniel:say business analysis for example.
Daniel:So they want to come and get some coaching and training from me And then
Daniel:I usually work with them on how they actually make that transition from an
Daniel:analyst to change manager, for example.
Daniel:There's people who are seeing a lot more of these people who are new to
Daniel:change, so their organization knows enough that they should have a change
Daniel:manager on board, but there's no real infrastructure for them to support them
Daniel:and so they're possibly on their first project and they're really struggling.
Daniel:And so they're reaching out for help as well.
Daniel:I'm also working with People who are further along in their change
Daniel:management career and journey and they're looking to accelerate and
Daniel:go from change manager to say change director, for example and that's less
Daniel:coaching around tools and templates and it's more about career and positioning
Daniel:and getting a seat at the table from decision making perspective so there
Daniel:are three types of people I'm working from working with on a change management
Daniel:perspective, coaching and training.
Daniel:I've got some training coming out soon.
Daniel:We're working on feverishly working on that this morning.
Daniel:It's taking a very long time to articulate the training that I want to put out there.
Daniel:So there'll be some training coming soon, which I'll announce
Daniel:via my email newsletter list.
Daniel:2023 wasn't a great year for consulting work, but my inbox is starting
Daniel:to light up with a few inquiries about actual consulting work as
Daniel:well, which is to actually help organizations actually, on the tools,
Daniel:implementing change in an organization.
Daniel:And so there's that as well.
Daniel:So it's a full gamut.
Daniel:And I'm looking at growing that.
Daniel:My particular focus though, ideally would be 80 percent of my work would be
Daniel:on the coaching and training business over the next three to five years.
Rob:It sounds like you've got a lot to keep me busy.
Rob:I'm getting a picture that you like the variety.
Rob:I do
Daniel:like the variety for me, the variety, like it's
Daniel:in this big umbrella, right?
Daniel:So when, when I was doing change director roles the big part of that's leading teams
Daniel:and coaching people developing strategies.
Daniel:And I feel in many ways I'm doing this outsourced director role, but
Daniel:for maybe multiple companies and multiple people in a more of an
Daniel:abstract model, which we can do more so in 2024 than we could 10 years ago.
Daniel:It's very much the same work like when I have conversations
Daniel:about change with a client in New Zealand versus someone in London.
Daniel:It's like they're just part of my team when I was working, two years ago and
Daniel:I was having similar conversation.
Daniel:It's really very similar.
Daniel:The remuneration model is obviously very different in the way that's
Daniel:all put together in terms of a business context, but the actual
Daniel:conversations, it feels very seamless.
Rob:I suppose the
Daniel:constant is people.
Daniel:That's right.
Daniel:And what's fascinating is just the world over, the similarity of
Daniel:issues that people are dealing with.
Daniel:Yeah.
Daniel:It's fascinating.
Daniel:Just the similarity and issues and risks and just their goals and
Daniel:aspirations and yeah, fascinating.
Daniel:Really, it's super excited to be doing this work and I really hope
Daniel:that it really develops the way I
Rob:envisage it.
Rob:It does sound fascinating.
Rob:Okay.
Rob:Thank you for sharing your time and sharing your insights and
Rob:a little bit more about you.
Rob:I've learned a lot about the whole change management
Daniel:world.
Daniel:Thank you.
Daniel:When I get a podcast up and running, I'll have to get you on
Daniel:and I can ask you the questions.
Rob:Thank you.
Rob:I look forward to it.