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Practices to promote PMBOK 7th Edition's 12th principle says: "Enable change to achieve the envisioned future state."

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Francisco Herrera
Community Champion
Program Manager, PPM&PMO Specialist.| Coppel, Mexico. Culiacán, Sinaloa, Mexico

Hi collegaues, the PMBOK 7th Edition's 12th principle says: "Enable change to achieve the envisioned future state." .



What specific practices do you use in your projects to promote this principle among your teams and stakeholders? 



What's worked or not worked for you?



Thanlks in advace for your comments!

Francisco, PMP.

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Francisco Herrera
Community Champion
Program Manager, PPM&PMO Specialist.| Coppel, Mexico. Culiacán, Sinaloa, Mexico
Aug 01, 2025 3:38 PM
Replying to Kiron Bondale
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Francisco -

This principle underscores the importance of whole life cycle change management. Whether you follow the ADKAR model, Kotter or some other CM leader, there's lots of good practices to follow including:

- Involve stakeholders being impacted in the design of the change
- Create a sense of urgency
- Ensure there is a role and practices post-project to sustain the change
- Communicate, communicate, communicate

Kiron
Kiron Bondale I agree that focusing on change management throughout the entire project lifecycle is critical for successful adoption.

You've highlighted some excellent practices:


Stakeholder Involvement: Engaging stakeholders in the change design is essential.
Urgency & Vision: Creating a sense of urgency and a clear vision helps drive buy-in.
Sustainability Focus: Planning for post-project support ensures lasting change.
Communication is Key: Continuous communication is the foundation for everything.

In my experience, neglecting change management is a recipe for project failure. Thanks for emphasizing its importance!
Francisco

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Adrian Rojas Mexico

In my experience, enabling change to achieve the envisioned future state requires creating an environment where adaptability is embraced as a core value rather than seen as a disruption. I have found that three practices work particularly well:



Early and Continuous Stakeholder Engagement – From the very beginning of the project, I ensure stakeholders are involved not only in defining the vision but also in validating incremental progress. Regular feedback loops help identify misalignments early and give stakeholders a sense of ownership in the change process.



Clear Communication of the “Why” – People are more likely to embrace change when they understand its purpose. I make sure to connect each change to the broader organizational objectives and explain how it benefits both the business and the individuals involved. This alignment between the vision and day-to-day actions helps reduce resistance.



Agile Mindset and Iterative Delivery – Even if the project is not fully agile, I integrate iterative delivery cycles. Delivering in smaller increments allows for quick wins, builds confidence, and provides opportunities to adjust based on feedback before committing to larger changes.



What has worked for me is maintaining transparency and building trust through open communication channels. When team members feel safe to express concerns or propose alternatives, they become active contributors to the envisioned future state rather than passive recipients of change.



What hasn’t worked as well is implementing too many changes at once without considering the team’s change saturation level. I’ve learned that even beneficial changes can fail if people feel overwhelmed, so pacing the transformation and prioritizing initiatives is essential.



By combining stakeholder engagement, a strong narrative for change, and adaptable delivery methods, I’ve seen teams move from initial resistance to full commitment to the project’s goals.



Looking forward to hearing about the approaches that have worked for you all.

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1 reply by Francisco Herrera
Sep 08, 2025 1:19 PM
Francisco Herrera
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Adrian Rojas I agree that the most important point is to create a culture where adaptability is a core value. Change should not feel like a problem, but a natural part of progress.

I also use early stakeholder engagement, clear communication of the purpose, and small, iterative deliveries. These practices help reduce resistance and build trust.



Your point about not overwhelming the team with too many changes is very true. Pacing the transformation is key.



Francisco

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Oscar Navarro Mexico

Desde mi experiencia en el sector público, este principio es el pan de cada día cuando trabajas con programas que buscan transformar realidades, como lo hemos hecho con iniciativas dirigidas a emprendedores, comerciantes o sectores estratégicos del estado.



¿Qué prácticas aplicamos para promover este principio entre los equipos y los stakeholders?



Empatía con el entorno: Muchos de nuestros beneficiarios no están familiarizados con conceptos de formalización, financiamiento o digitalización. Adaptar el lenguaje, acercarse con sensibilidad y entender su contexto ha sido clave para facilitar el cambio.



Involucramiento desde el diseño: Cuando los actores locales (como presidentes de cámaras, asociaciones, gobiernos municipales) participan desde la planeación, el cambio no se siente impuesto: se vuelve colaborativo.



Pilotos y validación previa: Antes de escalar un programa, lo probamos en un entorno controlado. Eso nos ha permitido hacer ajustes rápidos y reducir fricciones al implementar.



Narrativa de beneficios concretos: Más allá del discurso institucional, mostramos cómo el cambio impacta positivamente en su operación diaria, por ejemplo: mayor acceso a clientes, ahorro en costos o incentivos económicos.



Estrategia de comunicación continua: No basta con lanzar un programa y esperar resultados. Lo reforzamos con mensajes claros, ejemplos locales de éxito y seguimiento constante.



 



Lo que sí ha funcionado:



Mostrar resultados tangibles en poco tiempo.



Crear redes de aliados que repliquen el mensaje desde lo local.



Entender que los tiempos políticos y operativos son distintos, y saber moverse entre ambos con flexibilidad.



 



Lo que no ha funcionado:



Lanzar proyectos sin acompañamiento territorial.



Subestimar la resistencia al cambio en estructuras tradicionales, incluso internas.



Confiar solo en la plataforma digital sin considerar brechas tecnológicas (como vimos con el programa Atienda).

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1 reply by Francisco Herrera
Sep 09, 2025 12:22 PM
Francisco Herrera
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Oscar, on empathy, engagement, and tangible results, adapting the language, involving local stakeholders from the beginning, demonstrating concrete benefits, and providing ongoing support are essential for navigating change effectively and achieving lasting impact in these contexts. Francisco.

El principio del PMBOK 7, "Permitir el cambio para lograr el estado futuro previsto", en un auditor de Coppel, significa usar la auditoría como una herramienta de mejora continua, no solo de control.



Para lograrlo, se usan prácticas como:



Un enfoque consultivo, colaborando con los equipos para encontrar soluciones.



Adaptar el plan de auditoría a los nuevos riesgos del negocio.



Hacer reportes enfocados en soluciones prácticas y no solo en problemas.



Lo que funciona:



Generar confianza y relaciones sólidas.



Priorizar los cambios de mayor impacto.



Usar herramientas visuales para explicar los hallazgos.



Lo que no funciona:



Un plan rígido.



Una comunicación unidireccional.



Enfocarse en buscar culpables en lugar de riesgos.

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1 reply by Francisco Herrera
Sep 10, 2025 8:01 PM
Francisco Herrera
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Luis David Angulo on a collaborative and solution-oriented approach to auditing, using auditing as a tool for continuous improvement, focusing on practical solutions, and building strong relationships is essential for driving positive change, rather than simply focusing on control and blame.
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dulce soto Mexico
Con base en el contexto de mi área que es coppel soluciones específicamente en mi especialidad que son las garantías "el estado futuro previsto" podría ser un proceso de garantía más eficiente, una reducción en las devoluciones de productos defectuosos, o una mayor satisfacción del cliente. Para lograrlo, es fundamental que todo el equipo y las partes interesadas (como el equipo de ventas, el taller, e incluso los proveedores) se sientan parte del cambio.

La comunicación constante no solo se trata de anunciar un cambio, sino de explicar el porqué. Se realizan reuniones periódicas para mostrar datos y estadísticas que justifiquen la necesidad de un nuevo proceso. Por ejemplo, si se quiere implementar un nuevo sistema para registrar fallas de productos, se muestra cómo el sistema actual genera retrasos o errores. Esto fomenta la comprensión y la aceptación.

Una de las acciones que si impacta con un cambio positivo es :
Involucrar a los equipos desde el principio cuando los empleados de postventa participan en la ideación de mejoras, se sienten más dueños del proceso. Un ejemplo es cuando se les pidió su opinión para implementar mas categorías aplicables, lo que resultó en una operación más eficiente y con mas ingresos.

Una acción que no funciona es: Asumir que un solo comunicado es suficiente un correo electrónico o un aviso en la intranet rara vez son suficientes para comunicar un cambio importante. Se requiere una estrategia de comunicación multicanal y continua.
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1 reply by Francisco Herrera
Sep 11, 2025 12:25 PM
Francisco Herrera
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dulce soto on data-driven communication and team involvement, showing data to justify the need for change and involving teams in the ideation of improvements are essential for driving adoption and creating a more efficient and customer-centric warranty process.
Francisco

Hi Francisco,



Thanks for raising such an important point. Principle 12 has become a central focus in my projects, especially when dealing with complex environments.



In my experience, one of the most effective practices to promote this principle has been engaging stakeholders early and consistently. I try to involve them not only in planning but also throughout the execution phase via regular feedback sessions, and informal check-ins. This has helped reduce resistance and build a sense of shared ownership.



Iterative approaches, like Agile, have been very helpful as well. Delivering change incrementally makes it easier for teams to adjust and for me to identify and address issues before they escalate.



On the flip side, what hasn’t worked so well is pushing change too quickly without giving teams time to process or adapt. Also, when communication has been too formal or top-down, I’ve noticed lower engagement and more passive resistance.



Overall, what’s worked best is creating a space where feedback is welcome, where people understand the “why” behind the change, and where small wins are recognized and celebrated.



Best,
Alison Rosales

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1 reply by Francisco Herrera
Sep 17, 2025 4:11 PM
Francisco Herrera
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Alison Rosales the emphasis on early engagement, iterative approaches, and a supportive communication style, involving stakeholders early, delivering change incrementally, and creating a space where feedback is welcome are crucial for navigating change effectively and fostering a sense of shared ownership.
Francisco
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Francisco Herrera
Community Champion
Program Manager, PPM&PMO Specialist.| Coppel, Mexico. Culiacán, Sinaloa, Mexico
Aug 02, 2025 2:12 PM
Replying to Personal Flores Piñera
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Hi
When I´m part of a project. is more easy for me to be reslient to the changes when my project leader is confident and inspires with being congruent and with his leadership, and confront the challenges.
When I´m the leader I have empathy with my team members and stakeholders.
I really appreaciate the transparency and the communication.
Regards

Excellent points! I completely agree that strong, confident leadership, empathy, and transparency are crucial for fostering resilience during times of change.



I particularly appreciate your emphasis on:


Confident & Congruent Leadership: A leader's confidence and consistency inspires the team.
Empathy: Understanding and addressing the concerns of team members and stakeholders is essential.
Transparency & Communication: Open and honest communication builds trust and reduces anxiety.

Creating a supportive and transparent environment is key to helping everyone navigate change successfully. Thanks for sharing these valuable insights! Francisco.

Hello Francisco,



In our work at the Ford Cuautitlán plant, my team and I are responsible for tracking and securing all the parts needed to build the Mach-E. Because any delay can cause a costly line stoppage, “enabling change to achieve the envisioned future state” for us means building flexibility and responsiveness into every step of our supply chain and coordination processes.



What works for us:



Real-time tracking and escalation protocols We use live dashboards and direct communication channels with suppliers to detect and address potential delays before they impact production.


Scenario planning: We keep contingency plans for critical parts so we can switch suppliers, routes, or logistics partners quickly if needed.
Close stakeholder alignment: cross-functional huddles (logistics, production, quality, and procurement) ensure that everyone understands priorities and changes as they happen.

What hasn’t worked as well:
Late communication of changes: When change requests or supplier issues are reported too late, even the best contingency plans can fall short. We’ve learned to push for earlier visibility and proactive reporting.


Over-reliance on single suppliers: If an alternate source isn’t ready in advance, adapting to change becomes much harder.

Ultimately, fostering a culture where change is seen as a normal part of the job—not an exception—has been key for us in meeting our deadlines and avoiding line stoppages.

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1 reply by Francisco Herrera
Sep 12, 2025 1:31 PM
Francisco Herrera
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María Fernanda Cuevas Vallejo on proactive tracking and communication, using real-time dashboards, direct communication with suppliers, and cross-functional huddles is essential for detecting and addressing potential delays early on and maintaining a flexible and responsive supply chain.
Francisco
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Nayeli Yacotu Mexico
En base a mi experiencia dentro de cualquier trabajo es necesario prepararnos y prepararse para los cambios, incluso en nuestra vida diaria enfrentamos mucho el cambio e incluso en algunas ocasiones solemos tener miedo por no saber enfrentarlos, no saber como actuar, por ello tanto en mi vida como en la vida diaria aplico este principio promoviendo la flexibilidad y la importancia de la adaptación a un posible cambio por ello es importante siempre estar informados y saber comunicar estos principios, cuando existe un cambio se comunican las ideas para posteriormente realizar pruebas y posterior se adaptan los cambios siempre viéndolos como oportunidades de mejora en el área. Esto a funcionado para mi por que gracias a ello he ampliado mi visión a las oportunidades y sobre todo a tomar decisiones en base a una observación y un análisis, además el temor a un cambio ha cambiado por las oportunidades que nos brindan los cambios
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1 reply by Francisco Herrera
Sep 18, 2025 2:29 PM
Francisco Herrera
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Nayeli Yacotu in preparation, communication, and viewing change as an opportunity, it's true that change is a constant in both our professional and personal lives, and embracing it requires preparation, open communication, and a mindset focused on potential benefits and opportunities.
Regards! Francisco
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Francisco Herrera
Community Champion
Program Manager, PPM&PMO Specialist.| Coppel, Mexico. Culiacán, Sinaloa, Mexico
Aug 02, 2025 11:28 AM
Replying to Benjamín Medina
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Hi, I think it's important the communication, as told by Kiron, because no one like to know about changes in our projects, goals and/or activities with no earlier communication from the project leader. In that conversation it's crucial to know what the colleagues think and expect about the changes, and how can be helped through the change process.

As the PMBok says, a lot of changes can occur but it's on the project leader to recognize the importance of the constant communication with the team. Even when one or more colleagues are not convinced about the changes, the leader or manager need to establish a confident relationship and to know how to motivate and help to advance together in the project.

Benjamín, Tec Milenio.

Benjamin I agree that clear and consistent communication is the most critical factor in managing change effectively.



As you pointed out, no one appreciates being surprised by changes. Proactive communication, understanding colleagues' concerns, and providing support are essential for a smooth transition. Building a confident relationship and motivating the team, even when faced with resistance, is key to success.



Thanks for emphasizing the importance of communication - it's truly the cornerstone of successful project management!
Francisco

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