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Getting Your Boss To Change

by Doug Howardell

Symbiotic Solutions

You’ve just been to a conference, workshop or class. You’ve got all these great

ideas how you can improve things in your company. You can’t wait to tell your bosswhat you learned and what you want to do. On Monday morning you rush in to see the

 boss and share your new insights. What response do you get? “We can’t do that. We’re

too (big, small, rich, poor, busy, slow.)” “ That will never work.” “Great theory but whoin our industry has really done it?” “They (corporate, owners, auditors, the union, or 

customers) will never allow that.” Sound familiar?

What do you do now? Go back to your desk with your tail between your legs and

forget about it? Dream about what it could be like if you were the boss? Start updatingyour resume? All those work but if you’re willing to try to overcome that resistance, have

I got a plan for you! This article will explain why the boss resists change and will identify

specific ways bosses react when faced with threatening change. I’ll explain the specific

tools and techniques and tell you a story about how I used these methods in a realsituation.

Late in the year, I got an email from the controller of a company I had workedwith a couple of years before. It said, in effect, we’re finally going to make some of the

changes you suggested. Are you available to help implement them? I was and within a

week, we were deeply immersed in trying to change business practices and processes that

had been in use since the company was founded 30 years before.This company, who shall remain nameless for reasons that will be obvious, is

 basically a distributor. They do a lot of configure-to-order assembly of standard

 purchased subassemblies. There is no real manufacturing or complicated assembly goingon. Their yearly sales were in the 20-30 million range and they usually have about 2 - 3

million in inventory.It is a fact of nature that organisms only change when there is sufficient fear or  pain. It is a fact of nature that companies only change if there is a significant emotional

event threatening to bring real fear or pain. For the controller, the significant emotional

event was the year-end physical inventory audit. The results hurt him in his most tender spot, his bottom line.

They had taken a net write off of over ten percent of the value of their inventory.

 Never in their company history had such a loss have to be reported in the year end

financial statement. The weak profit that would have been reported was now going to bea loss. The controller had promised the president that it would not happen again next

year. That’s why he called me. Net dollar impact is a lousy measure of inventory

accuracy, yet it’s the only tangible number that most accountants understand. (Net dollar is the end result of netting the monetary value of the gains against the monetary value of 

the losses.) The real value of their loss was much higher than they cared to recognize.

The situation with this company’s inventory was not complicated. From my previous work with them I knew that they had no controls over issuing of inventory.

When someone, anyone, wanted a part, they just took it, no paperwork, no data entry, no

authorization. It was a self-service inventory system. Theoretically, inventory would be

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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relieved when the customer was invoiced, theoretically. It didn’t work for a variety of 

reasons. It had never worked, but not everyone agreed that was a problem.

There were those who liked the current processes. It was easy to react quicklywhen a customer order had to ship in a hurry. In fact, it was the Director of Operations

who was convinced that everything was just fine. His argument was that the inventory

they could not for account was not walking out the door, was not really lost. It had beenreceived and it had been shipped. Yes, inventory wasn’t being accounted for but that was

accounting’s problem not operation’s problem. There was no need to change a thing.

The controller knew better but he had no power over his boss, the Director, whohad been with the company from the start. The controller had only been there a couple of 

years. He was young and bright but knew he was going to run into stiff resistance to any

change.

Implementing change in an organization, any organization, is a challenge. It’s anundertaking that fails more than it succeeds. The difficulty comes from two areas, the

attempt to design a new process that is better than the existing process, and the attempt to

get people to accept and embrace the new process. Anybody who has attempted to

implement a new business process or new technology will tell you the latter, getting people to change, is the more difficult of the two. Often it’s the people at the top who are

the most reluctant to change. So, how do we overcome your boss’ and other people’sresistance to change? Three steps: Understand the nature of that fear; identify the

specific reaction to the fear; apply the tools that overcome the fear and get people

moving.

Step 1: UNDERSTANDING THE NATURE OF FEAR 

Conventional wisdom says people fear change. That is not true. Most people like

variety in their lives. They wear different clothes every day. They buy new clothes eventhough the old ones still fit. Lots of folks rearrange their furniture just to introduce a little

variety in their lives. Many people like to go to new places on vacation. One time it’s

north to colder climates, next it’s south to some place warm. We like to go places thatare different from where we live everyday. If we live in the city, we may be likely to

vacation in the country. If we live in the country, we want to see the big city. Change in

everyday life is considered good. Why, then, do we believe that change in our work is bad?

It’s because many of us fear the unknown. We are afraid that the new system

may involve loss. We may lose power, prestige, or position. We may fear loss of our 

ability to perform our assigned tasks. We may fear losing our place in the group, as anaccepted member of the community of our fellows. When we perceive this potential loss,

maybe even loss of our job itself, we feel threatened. It is this threatening change that we

fear.Test this idea in yourself. If you thought that some new way of doing business

was going to change your job in such a way that everything you learned in school or 

through experience was no longer of any use, how would you feel? Everything you’vedone in the past is of no value to you now. THEY are giving you one week to learn the

new methods or else. Would you feel good about the change? Would you help

implement that change? Or would you do everything in your power to slow it down?

 Now, how would you feel if the new method guaranteed you a promotion, a raise, a

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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 bigger office and more time off? Would you now help to implement that method? If 

you’re like me and most other folks, in the first case you’d be afraid. Afraid for your job,

afraid for your lifestyle the job affords you, afraid for your sense of accomplishment andyou sure as heck wouldn’t help implement the change. In the second case you would feel

completely the opposite.

When we feel threatened, we resist change. We fight it as if our very lifedepended on stopping it. Change resisted is change delayed. Change delayed may be

change denied. While most changes we attempt to implement in the work place do not

have the clear, obvious consequences laid out in the above example, people will make uptheir minds about the change as if it were that straightforward. In the absence of clear 

evidence of positive personal benefit, most people will assume negative consequences.

That is why so many people resist all change in their jobs. To be successful in

implementing new methodologies or any other change, we must understand the resistanceand know how to overcome it. It’s as simple and as vastly complicated as that.

Using this thinking, the controller and I sat down to strategize how to get new

inventory control processes implemented over the resistance of the operations director.

Step 1, understand the nature of his fear. We knew he must feel threatened but why. Thisis actually fairly easy to figure out.

The director had been with the company 30 years. He knew how to get productout the door using the current methods. As a matter of fact, he knew it so well that getting

 product out the door on time was how he made it be a director in the first place. His

success was built on being the best at doing things the way they were always done. This

is true of most bosses. They got to where they are doing things certain way. They may bethe expert in that method. They definitely know how to manage the existing processes.

They know where to look for problems, know where to look for answers and know what

to do when something goes wrong. Putting in new processes would take that away fromthem. Bosses often think, “How can I manage if I don’t know how things work? If I’m

not the expert, what is my competitive advantage?”

We knew that our ops director was threatened but we needed to know more if wewere to be able to overcome his resistance.

STEP 2: IDENTIFY SPECIFIC REACTIONS TO CHANGEWhen we understand where fear of change comes from and how it manifests

itself, we are ready for the second step in overcoming resistance. In the second step we

learn to identify specific behaviors that are the reactions to pending change. There is a

continuum of reactions to change. These vary from specific styles of resisting to outrightembracing of change. Understanding these behaviors is critical so we can progress to the

third and crucial step where we address specific behavior using specific tools.

Reactions to change can be broken down into six specific behaviors.1. Flight

2. Fight

3. Doubt4. Explore

5. Accept

6. Embrace

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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These reactions represent a continuum of behavior. We tend to start at the low

end and, with help and guidance, work our way to the higher level reactions. Each of the

reactions has typical behaviors that we can observe. Our job as the change agent is toobserve the behavior, classify the reaction and apply the corresponding tool that helps

 people move up the scale.

We initially react in one of two ways when we feel a change threatens us. Thefirst position reaction to threatening change is Flight. People who resist through Flight

may just not show up. They miss meetings and appointments. They find all kinds of 

excuses why something else is more important. If they do show up, they are late. Whenthey’re there, they are distracted. They may not pay attention, drifting to thoughts of 

their own or doing other work when they should be focusing on the issues at hand. If they

are bosses, they may just say they don’t have time to work your idea. It may not be

obvious when we are dealing with Flight. Your boss won’t say he or she doesn’t want todeal with it. Your job is to figure out that’s what your running into.

The person who is in Flight has a plan or idea that they aren’t revealing. They have a

hidden agenda. They may want to stop the project all together or protect some sacred

cow. They work behind the scenes to impede progress. Look for someone whoseattitude is sullen, suspicious, or apathetic. Typically someone with a hidden agenda

would conspire with like minded others to bring about the results they desire. If it’s your  boss, they might threaten you to go along with their ideas.

The second reaction to threatening change is Fight. The second position reaction

is overt and visible. People who Fight, resist at every opportunity. They disrupt

meetings. They are vocally negative to every idea. They may do whatever is opposite tothe direction of the change. They give you all kinds of reasons why ‘it’ won’t work.

We inhibit the ability of the change to go forward when we adapt either of the

first two positions. Whether we are resisting, we are not contributing. Our ability tolearn is greatly reduced or is nonexistent, and we are certainly not developing creative

solutions to the issues arising around the implementation of the new methods. When

resisting or running, we take no responsibility for producing positive results. Theimplementation of a new system or process will be delayed and maybe destroyed if even

one key person takes either of the first two positions.

When we get past Fight, we start to Doubt. When we are working our hidden agendaor when we are openly hostile, we are sure we are right and that we know what we’re

talking about. We start to Doubt that we have all the answers when we are willing to

admit that there might be a better way. This is a positive first step. If we admit we don’t

know, then we are open to other ways. But we can’t allow ourselves to get stuck with theuncertainty. We must move past this stage if we are going to be positive contributors.

People who Doubt that they know what to do are indecisive and act evasive. You can’t

get an answer from them. They tend to deflect questions and avoid making decisions.They infringe on others, asking for help or constantly questioning. People in the Doubt

stage are slowing down your efforts by not fully contributing to its forward progress.

If we can move past our Doubt, we begin to Explore the possibilities. When we startto Explore, we can see new ideas and new thoughts drift to the surface. We aren’t clear 

yet so when we are in the exploring stage we may appear cautious or distant as we test

new ground. We require time to think about things before offering an opinion. This is a

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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great improvement if we started in Flight or Fight, but we can move further along the

continuum and become more positive and productive.

To Accept change is the reaction of someone fully engaged in helping implement thechange. In this stage we appear cheerful and admiring of others who support the desired

ends. We are clear on what needs to be done and how to get there. We are productive.

We may even take a role in facilitating the change when we Accept the change.To Embrace change is the highest stage in our reaction to change. We welcome

change and are enthusiastic about it because we see the opportunities change brings. We

reach out to others and help them make the transition. We share what we know and whatwe learn. Feeling empowered by change ourselves, we seek to empower others.

It can be a long journey from taking Flight to Embracing change. We need to take it

one step at a time. If we are trying to make the journey ourselves, we would do well to

seek guidance and support from others. If we are trying to help others evolve, we need toknow what to do to overcome the obstacles that keep people locked in the lower ends of 

the scale. Remember the first identify the reaction, then select and apply the

corresponding tool.

The Controller and I analyzed our resister. He wasn’t saying no way. He told thecontroller he could proceed but to minimize the impact and cost of the project. A couple

of times, the director called meetings of his staff when we had already scheduledmeetings with the same people. Based on the fact that he was not confronting him

directly and that he was making members of his staff unavailable, we decided he was in

Flight mode, the lowest level on the change continuum. He was resisting but he wasn’t

overtly fighting us, yet. Later we would wonder if moving him out of there to Fight wasreally such a good idea.

Step 3: APPLY THE PROPER TOOLSGood basic change management practices can help people start to move out of 

their starting position. Overcoming inertia is critical in the early stages. If we want to

help people see the opportunity in the change, we have to explain why we’re changing,what we’re changing to and what the change process will be like.

Tool # 1: The Kick Start. A good technique to help people appreciate why we’re

changing is to raise the level of discontent with the current methods or processes.Raising the level of discontent will help people want to change because you get them to

agree the current method isn’t perfect. You can start raising the level of discount by

clearly documenting the current process. A picture is still worth a lot of words, so a

 process map is a great tool here. Call a meeting of key players from all the areas affected by the proposed change. Make sure you include all the people you expect to fight the

change. It is also critical that this group is cross-functional, representing all areas,

especially those that are known to have issues with each other. Use this group to create amap of the current process. At each step along the way write down on a flip chart

disagreements about how the current process works. These are the people who live this

 process everyday. They can remember everything that ever went wrong. They knowevery time another department didn’t do their job and it affected them. Take advantage

of this knowledge and experience. After the initial draft of the process map is completed

go back through and ask the group what kinds of problems, reworks, delays or complaints

they have experienced for each activity in the process. Write these down on a flip chart

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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also. When a page is filled, stick it on the wall and start a new one. Do not just turn it

over on the easel. The problems must be visible. Using this technique you can easily fill

a conference room’s walls with flip chart pages. When you’re all done, ask everybody tosit back and look around. All the problems are visible for them to see. The shear volume

of them will create some level of understanding why you’re changing. They will

 probably agree that something must be done. Now, if it is known, you can identify the new process, new system or new

technique that you’re changing to. Explain, in as much detail as possible, what the

changed state is going to look like. Use specific examples, screen prints, reports or other appropriate visuals that help create a clear, tangible picture. Highlight how it’s going to

solve most of the problems they have identified. Pick some of major issues off the list

they’ve created and show how that problem is going to be resolved. If the new process or 

system isn’t known, you can start to design it to solve the problems. It is critical that people understand what their world is going to look like when the transition is complete.

The more they have a clear vision of the proposed end state the less fear they will have.

The next step is to let people know what to expect during the transition. How will

we be making the change over? Who will be involved? How long will it take? Howmuch will it cost, if that’s appropriate to share. Let everybody know what the steps are

for getting us from the current state to the proposed state. Be clear about roles andexpectations. Identify what they can expect to come up as issues during the transition.

We all want projects to come in on time, on budget and with perfect results. Haven’t

seen one of any consequence yet that did all that. So admit up front where the risks are.

Use benchmarking to identify these risks. Surprise is the surest way of making peoplenervous. Strive to eliminate all surprises by sharing as much data as you can up front. If 

you’ve done this, when the issues do arise they will not cause the same degree of 

consternation they would have if they were surprises.We used the Kick Start tool very effectively to address our inventory problems.

We started by setting some high level objectives for making process changes. Our list of 

objectives included things like improving customer service, and reducing cost. Notice wedid not say improve inventory accuracy. That’s the how. The Kick Start tool requires us

to explain the ‘why’ first. Having identified the ‘why’, we called together the people

who worked with the current process. We developed our process map and listed the problems. We created a list of 68 problems with the current process. We cross referenced

the problems to the objectives and prioritized the list so we could go after the big things

first. We, the controller and I, did not identify the 68 problems. We facilitated the people

who owned the current process to develop the list. And it was easy. They knew exactlywhat was wrong. They had never felt that anybody cared or wanted to change. All we had

to do to get this long list was ask and give them a method to organize what they knew.

The director of operations did not attend any of these sessions, his people did.Listing the problems with the current processes did a good job of raising the level of 

discontent through out the organization. The boss certainly heard the rumblings. Next we

called an executive meeting. We had the president, top VP’s and all directors in themeeting. The controller showed the brass what we had done and the results. As a group

they were impressed. This meeting completed the last step in the Kick Start Tool, we

 built a coalition. Building a coalition is particularly important when trying to get you boss

to change. You can try it on your own but that’s dangerous. Get all the people you can to

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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 join forces with you. Our coalition started with all the people who attended our process

mapping sessions. These people now understood the problem and the possible solutions.

Remember these people worked for our target. The company executives became part of the coalition after we presented to them at the status meeting. The target of our efforts,

the director of operations, did not say a word during the meeting but that meeting

unexpectedly moved him out of a Flight response. You know where he landed. He cameout swinging. We didn’t even have to use the tool designed to move people out of Flight

 but I’ll explain it anyway so you have this tool in your tool box.

Tool #2 Idea Mining. Flight, not dealing head on with the threatening change,may be the most frequent reaction of people confronted with threatening change. People

in Flight have a issue, concern or an idea they’re not sharing. It could be an idea to make

something happen or to prevent something from happening. Whatever is unrevealed is

hidden. We need a tool to help reveal these hidden thoughts. The tool used to uncover hidden agendas is called Idea Mining. Idea Mining can be used by the person with the

hidden agenda who is looking for some way to reveal it or by someone who is trying to

discover the hidden agenda of another. Let’s use the example where I believe you have a

hidden agenda. I came to this conclusion by observing the way you react when we areworking on implementing the new system. The Idea Mining would work like this.

Step 1: I get clear about what I need from you. I think through my needs, andwhy I need these things. I form a clear, mental picture of what I want and what it

is worth to me. I plan out what I’m going to say to you so that when we talk I’m

clear and concise.

Step 2: In a completely non-threatening manner and place, I tell you what I need.I reveal my agenda to you. I take the first step. I show you an example of how

agendas may be revealed. This sets up the opportunity for you to reveal your 

agenda to me. People are always more comfortable being the second one to openthemselves up. I go first showing you that I’m being honest and open.

Step 3: I ask you what you need or want to fulfill my need or support my idea. I

listen very carefully, without interrupting, to your response. I use active listening,repeating back to you what you said you need or want. When you say I need ‘X’,

I say, “So to support my idea you need ‘X’. Is that right? Is there anything else?”

I listen again repeating the cycle until you have stated everything you need or want. When you say there is nothing else, I repeat back one more time the

complete list. “If I provide all of this then you will help me with what I need

from you?”

Step 4: If it is in my power to do everything you asked for and I judge that it isworth it to me, I agree to provide what you need. If I must go get permission or 

the support of others then I tell you that’s what I’m going to do and promise to get

 back to you by a certain time or date. Either way, your list of needs and wantswere your hidden agenda. I now know what the issues are. Your agenda is no

longer hidden!

There are many variations of what to do given the response of the other person inthis scenario. Given the limited length of this article, I can’t cover them all. What’s

important are the first three steps. Whether you are trying to reveal another person’s

hidden agenda or trying to reveal your own needs and wants, these steps are the same. It

is in the handling of the response where the variation comes in.

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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Like I said, we didn’t need to use Idea Mining. After the meeting with the

executives, the director came out swinging. He started his offensive by calling the

controller into his office for a little chat. The controlled related to me later that we wastold in the strongest possible language that the director of operations did not appreciate

the controller and I telling the VP’s and the president what we were going to do to change

the way operations worked. “I’m the Director of Operations! I decide what and howthings run,” he said. After that face to face, the director called me into his office for the

same kind of chat. That was my opportunity to use the tool designed to deal with resistors

who are in the Fight stage.Tool #3 Beach Ball Communication. The most visible technique of resisting

change is to Fight. We all have seen countless examples of people in this stage of 

resistance. A boss in the Fight stage seeks to destroy the perceived threat because of his

or her own fear of loss. The person who is Fighting may appear to on the offensive but isreally defending the status quo. Effective communication is impossible. The Fighter isn’t

listening. He or she is formulating rebuttals as you speak. Conflict exists because there is

a position and an opposite position. Resolution can occur when the parties see a

 possibility that includes both positions.Visualize two people facing each other with a multicolored beach ball between

them. They are arguing about the color of the ball. One person can only see the red andwhite colors on the ball. The person sitting opposite can only see the blue and yellow

colors.

They are both arguing that they know what is right. It’s plain to see if you just

look at the facts. From their perspective, from where they sit, they are right and the other is wrong. Using this analogy, we use the tool called Beach Ball Communication to

overcome adversarial resistance to threatening change. We use Beach Ball

Communication to remove the threat by communicating in a way that includes all positions.

Step 1: Move off your position. Try to see things they way the other person sees

them. Using the beach ball analogy, get up and move around to their side of the beach ball to see what they see. You may learn a lot. Remember what Steven

Covey says in his book, The Seven Habits of Highly Effective People, “Seek first

to understand then to be understood.”Step 2: Help them feel that you understand their position. You can do this by

duplicating what you hear from them. Repeat what they say with the same

emotion they feel. This is not agreeing or giving in. It is re-creating their position

so you understand it and so they know you understand it. Many times a good partof the problem is that the other person does not feel anybody is listening to or 

cares about his or her issues. Many times we dismiss our adversary without really

understanding them.Step 3: Repeat the process of receiving, duplicating and feeding back what they

are saying until they acknowledge they have been heard. Half the battle is over at

this point. They agree that you understand them. By listening and duplicatingtheir position you have gained new information that may change your own view.

You still know the beach ball is blue and yellow on your side, but you now see the

red and white on their side of the ball as well.

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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Step 4: Invite them to come around to see the view from your side of the beach

 ball. Present your position along with the insights you got from hearing theirs.

The former adversary will be much more willing to listen and understand havingfirst felt heard and understood.

The conversation started the same way it had with the controller but without the

same degree of anger. (One of the benefits of being the outsider.) I was reminded whowas in charge. Then I started to use the Beach Ball tool. I asked him why he was

opposed to making the changes that his own people thought were necessary. That’s Step

1. He told me. I used active listening skills to make sure he knew I heard and understoodhis issues. That’s Step 2. I kept asking him if there was anything else until he said no that

was it. I recapped his issues one more time so I was sure I understood and he knew I

understood, (Step 3). In a nutshell, the director was concerned about the cost of making

the changes, including the cost of me, and that the changes would slow down theoperation, affecting customer service. It was now my turn to tell him how I saw things,

Step 4. I told him why I thought the changes needed to be made and addressed his issues.

I basically assured him that we would do everything we could to see that we kept the cost

down and did not impose overly restrictive controls. The end result was that he agreed the project could continue on those terms.

The Beach Ball tool had moved him out of Fight but we weren’t sure if he movedto Doubt or Explore. We need to wait and see what he did next. We had completed the

list of problems and had designed the new processes. It was in an all-hands meeting

where we were telling the company employees what we were going to do different that

we saw the boss’ reaction had changed. He let us complete the presentation. As we weregetting ready to close the meeting, he got up to speak to the group. He told his people

that we were allowed to implement the proposed changes to the business processes but

that all capital spending would have to come in later. Slowing sales had restricted thecompany’s ability to make investments. Our chief resistor now sounded like he was in the

Doubt stage and our job would be to move him further along the reaction continuum.

Tool #4 Goaltending: The person who is in the Doubt stage is unwilling to takeresponsibility for results. This person is usually afraid of failure and the disapproval that

will accompany that failure. They don’t act unless specifically directed to do so. They

won’t make any decisions unless they can blame the results on someone else. They lack a clear focus or purpose. To move past the Doubt, we have to get clear about what needs

to be done and how to do that. Goaltending is the tool to accomplish that end. Like all

the other tools in our toolbox, Goaltending can be self applied or applied by a mentor /

supporter.Step 1: Look at the current situation. See what needs to be done. Commit to

accomplishing a goal. This goal should be one that is a stretch, but not so difficult

as to appear impossible. The goal should be in the area of discomfort, for that’swhere the transformation must take place.

Step 2: Visualize that goal accomplished. Create a clear picture of what it will

look like when it’s complete. You may want to physically create this picture soit’s more tangible. Draw a picture; cut a picture out of a newspaper or magazine;

use computer graphics; do something to make it real. With a clear image of the

goal accomplished, now you need to add emotion. Imagine what it will feel like

when the goal is reached. Imagine and feel the joy, the satisfaction, and the pride

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com

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you would expect to feel. See the picture and feel the emotion of the goal

completed.

Step 3: Now look backwards from the completion and see the steps it took to getthere. Write these down. Looking backwards is the key. Looking forward we

tend to see obstacles. Looking backwards from imagined completion we see the

step immediately proceeding success. Looking back from there we see the stepthat led to that. And so on backwards until we see the first step that must be

started.

Step 4: Turn this list of steps into a plan. Each action that must be taken is givena date we plan to accomplish it. Work this plan. “The universe rewards action,”

says Jack Canfield. It is through the work that we will accomplish the goal.

When the indecisive person sees that they can produce results in the area that they

were threatened by, they feel less threatened. Each new accomplishment lessens thethreat until they are confident and move out of the Doubt stage.

The Goaltending tool can be used on an individual to help them see that they can

succeed or a business process to prove that the business can succeed. We used the

 business process approach. Step 1- we looked at what needed to be done. We saw that our goal was to make improvements in the inventory control processes with out spending

money on capital improvement. Step 2 – we visualized how we could issue inventorywithout actually building a storeroom. Step 3 - we actually visualized the actions people

who needed inventory would take by using the looking backwards technique. Step 4 – we

created and executed a plan. We proved that we could actually transact inventory

movements with out affecting operations too much by using backflushing.We went on making small improvements, one step at a time until we

accomplished all we could given the “no capital spending” restriction. In doing so we

were essentially using the next tool. Again we were apply the tool to the company asopposed to an individual. It works either way.

Tool #5 The Road Map To Achievement: We have dealt with Flight, Fight and

Doubt reactions to threatening change. We can now talk about what to do for people whoevolved past those stages and are emerging into the productive, proactive supporters of 

the change. We use a tool called the Road Map To Achievement to help these people

move through Explore, up to Accept and beyond Embrace. The Road Map ToAchievement builds on what we did with Goaltending. We now give people a way to

duplicate the positive results they achieved. When they know they can be successful

accomplishing what needs to be done in any situation, their fear of change vanishes. The

Road Map To Achievement gives people a formula to achieve anything they want.Step 1: Build trust of self. Identify and acknowledge your strengths. Take an

inventory of what you have to offer the world. Write them down so you have a

 permanent record of what you do well. Make a list of everything you haveaccomplished in your life. These are great documents to have around. Every time

you get scared, you whip them out, read all the good things you are and have

done. It’s like a shot in the arm.Step 2: Focus on your purpose. Companies typically have a vision and mission

statement and maybe a list of corporate values. People should too. Create a

 personal mission statement. List the things that you value: self, family, religion,

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health, honesty, etc. These lists help you focus on what’s important to you. They

act as the stars that you navigate by.

Step 3: Emergence of ideas. Look around. What needs to be done? CaldwellWilliams says, “Everything that needs to be done is either labor, love or praise.”

What labor, love or praise is needed in your world? With your mission and values

to guide you, take initiative to discover what is needed. With your inventory of what you have to offer, discover your ability to provide.

Step 4: Commit to goals. Pick something worthy from the list of things that you

discovered need doing. Put together a plan to accomplish that goal. Use theGoaltending technique of seeing the steps backward from completion. Write

down the steps and give them a due date.

Step 5: Affirm and visualize your success. Create a word level and picture level

affirmation. The word level affirmation is a statement you write describing thecompletion of your goal. For example, “I feel great because I have reached my

sales quota every quarter in 1999.” The picture level is a visual image of the goal

accomplished.

Step 6: Take action. Execute your plan; get things done. Remember, “Theuniverse rewards action,” not good intentions.

Step 7: Respond to feedback. Remember when you were a kid playing the gamewhere somebody was trying to find something with their eyes closed and you told

them they were getting hotter or colder? You will receive the same kind of 

feedback as you move toward your goal. Be open to it. Look for it. Respond to

the feedback you receive.Step 8: Persevere. Stick with your plan. Make modifications based on the

feedback but keep moving forward. Never give up.

Step 9: Acknowledge the results. Tell the truth about the outcomes. Did you dowhat you set out to do or did something change along the way? Thank your 

sources. Who helped? Thank them and praise them. Treat yourself. Have a little

celebration. Your subconscious will remember the fun of the celebration and helpyou get there again next time.

The Road Map To Achievement helps people succeed. When they succeed, they

gain confidence. With confidence, fear shrinks. When fear shrinks, resistance isreplaced with cooperation. In the case of the director of operations, the controller’s boss,

we overcame his resistance by proving that we could accomplish our goals repeatedly

and regularly. We gained his confidence so his fear shrunk. Business never did get better 

so we were never able to implement our original plan but next year there will not be thesame level of problem with inventory accuracy.

Overcoming resistance to change is a lot of work. Whether we’re overcoming our 

own fear or helping others overcome theirs, we must go through the three steps:Understand the nature of fear; identify the specific reaction to that fear; apply the tool

that corresponds to the reaction. The work is worth it. People who evolve to the Accept

stage or beyond to Embrace are more productive. They learn new ideas and conceptsmore easily. They are proactive in contributing to the implementation. We can assure

success in implementing change if we can get everybody to move up the change

continuum.

Copyright 2001 Douglas Howardell [email protected]

626-836-9261 www.InventoryPerformance.com