Project Management

Please login or join to subscribe to this thread

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

linkedin twitter facebook   Change Management   Knowledge Management   Lessons Learned  
avatar
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.

Sort By:
< 1 2 3 4 5 6 7 >
avatar
Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
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
...
1 reply by Francisco Herrera
Aug 07, 2025 2:16 PM
Francisco Herrera
...
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

En la empresa para la que trabajo, lo primero que hacemos es identificar la restricción clave que limita el desempeño. Usamos TOC para enfocar los esfuerzos en mejorar ese tema crítico y mostrar resultados rápidos que generen confianza en el cambio.



Además, entendemos que este principio busca que el proyecto evolucione y se ajuste a las nuevas necesidades y aprendizajes que surgen durante su ciclo de vida, por lo que pueden irse ajustando y cambiando, por eso fomentamos la retroalimentación continua, realizamos pilotos pequeños antes de implementar cambios a gran escala y medimos constantemente el impacto para decidir que hacer.



Lo que más nos ha funcionado es involucrar al equipo desde el inicio con el objetivo de cada cambio, sin imponer cambios para no generar resistencia.

...
1 reply by Francisco Herrera
Aug 04, 2025 12:22 PM
Francisco Herrera
...
Muy buenas prácticas Iliana sin duda involucrar a los interesados desde el inicio y hacer retroalimentaciones continuas son buenas prácticas que abonan a impulsar el cambio.
Gracias por compartir!
Atte. Francisco
avatar
Benjamín Medina Mexico, CMX, Mexico
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.
...
1 reply by Francisco Herrera
Aug 11, 2025 1:39 PM
Francisco Herrera
...

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

avatar
Andrés Cárdenas Hidalgo Culiacán, SIN, Mexico

Buenos días Francisco,



Este principio nos habla sobre la relevancia de preparar a las personas del entorno a los cambios que puede llegar a generar un proyecto. Se busca que más allá del cumplimiento y entrega del proyecto, los colaboradores puedan sacar el beneficio de esta implementación de manera genuina los nuevos procesos o metodologías. Ya que no se alcanzaran los objetivos si no se logra trasladar los beneficios y las acciones necesarias para que el personal las adopte de manera adecuada.



Para lograrlo, es necesario la comunicación sobre el propósito del cambio y subir a las personas que se impactarán con estas actualizaciones, de igual manera es importante que no sean demasiados cambios simultáneos, de esta manera podemos disminuir un poco la resistencia al cambio. Se vuelve relevante el contar con un plan para la adecuación de estos cambios y los beneficios que esto conlleva.



Como lo podemos observar, es indispensable un entorno comunicativo con todos los involucrados para alcanzar el éxito y la gestión de los cambios para alcanzar mejores resultados.



Andres Cardenas - Tecmilenio.

...
1 reply by Francisco Herrera
Aug 05, 2025 11:56 AM
Francisco Herrera
...

Andrés estoy de acuerdo con tus puntos sobre la preparación de las personas para el cambio, en mi experiencia, eso es absolutamente crucial para el éxito del proyecto.



Para mí, las principales conclusiones son:


Comunicación Clara: Explicar el "por qué" detrás del cambio es esencial.
Involucramiento de los Interesados: Involucrar a los que se verán afectados desde el principio ayuda a generar aceptación.
Implementación Gestionada: Evitar demasiados cambios a la vez minimiza la resistencia.
Plan de Gestión del Cambio: Un plan sólido para adaptarse a los cambios es imprescindible.

Se trata de crear un entorno comunicativo donde todos entiendan los beneficios y las acciones necesarias para una adopción exitosa. ¡Gracias por compartir tus ideas!
Francisco.

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

...
1 reply by Francisco Herrera
Aug 08, 2025 12:42 PM
Francisco Herrera
...

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.

Hi Francisco,
Thanks for sharing this, I’m new to project management principles like those in PMBOK, but as a production supervisor in the automotive industry , I’m trying to apply them to our daily operations. Change is constant here, like switching to new assembly line tech or updating safety protocols to meet future efficiency goals. The idea of “enabling change to achieve the envisioned future state” resonates because we’re always aiming for smoother production and better quality. Here’s what I’ve been trying, based on some basic training and on-the-job learning.

Specific Practices I Use:
1.-Simple Team Huddles for Change Discussions: Every morning, I hold short stand-up meetings with my shift team (about 10-15 people) to talk about upcoming changes, like new robot integrations. We use a whiteboard to sketch out the “before” and “after” states, so everyone sees how it leads to our goal of faster assembly without errors. This helps get buy-in from operators and engineers early.

2.-Basic Feedback Forms After Changes: After implementing something small, like a new tool setup, I pass out quick paper forms or use a shared Google Sheet for anonymous feedback from the team and stakeholders (like quality control folks).
Questions are straightforward:
“What helped? What didn’t? How does this get us closer to our targets?” It makes people feel heard and adjusts things on the fly.

3.- Hands-On Demos and Training Sessions: To enable change, I organize short demo sessions where experienced workers show the new process to others. For example, when we adopted a new welding technique, we did a pilot run on a non-production line first. This builds confidence and ties back to our vision of zero defects.

4.- Involving Supervisors in Planning: I try to loop in other shift supervisors and even suppliers in early planning calls to co-create the change plan. We use simple tools like email threads or teams meetings to align on the future state, ensuring it’s not just my idea but a group effort.

What’s Worked and What Hasn’t:

Worked Well:
The team huddles have been great—they’re quick and keep everyone informed, reducing surprises. In one recent line upgrade, this cut downtime by about 20% because the team was prepared and excited about the efficiency gains. The pilot demos also work wonders for beginners like me and my team; hands-on practice makes change less scary and more achievable.

Not Worked So Well:
The feedback forms sometimes get ignored if people are too busy, leading to incomplete input and me guessing on adjustments—that backfired once when a tool change caused minor delays we could’ve avoided with better feedback. Also, involving too many stakeholders too early in emails got overwhelming with conflicting opinions, slowing things down. I’ve learned to start smaller next time.

I’m still learning PMBOK basics, so any tips for applying this in manufacturing settings would be awesome—especially for dealing with resistance from long-time workers?
Thanks!


Miguel M
...
1 reply by Francisco Herrera
Aug 12, 2025 12:51 PM
Francisco Herrera
...

Migue nice post! Congratulations on taking the first steps in applying project management principles to your work in the automotive industry. Your practical examples are incredibly insightful.



I especially appreciate how you're:


Using Simple Team Huddles: Great for quick communication and building buy-in.
Gathering Feedback Regularly: Helping to adapt to change effectively.
Organizing Hands-On Demos: Building confidence and skills.
Involving Supervisors in Planning: Creating shared ownership.

It's great to see you're already experimenting and learning what works best in your context. Don't be discouraged by the challenges – that's part of the process! Welcome to the world of project management, and feel free to ask questions in this forum. We're here to support you on your journey.
Francisco

avatar
Francisco Herrera
Community Champion
Program Manager, PPM&PMO Specialist.| Coppel, Mexico. Culiacán, Sinaloa, Mexico
Aug 01, 2025 11:24 PM
Replying to ILIANA BELTRAN VALADEZ
...

En la empresa para la que trabajo, lo primero que hacemos es identificar la restricción clave que limita el desempeño. Usamos TOC para enfocar los esfuerzos en mejorar ese tema crítico y mostrar resultados rápidos que generen confianza en el cambio.



Además, entendemos que este principio busca que el proyecto evolucione y se ajuste a las nuevas necesidades y aprendizajes que surgen durante su ciclo de vida, por lo que pueden irse ajustando y cambiando, por eso fomentamos la retroalimentación continua, realizamos pilotos pequeños antes de implementar cambios a gran escala y medimos constantemente el impacto para decidir que hacer.



Lo que más nos ha funcionado es involucrar al equipo desde el inicio con el objetivo de cada cambio, sin imponer cambios para no generar resistencia.

Muy buenas prácticas Iliana sin duda involucrar a los interesados desde el inicio y hacer retroalimentaciones continuas son buenas prácticas que abonan a impulsar el cambio.
Gracias por compartir!
Atte. Francisco

Buen día Francisco,



En la experiencia que eh tenido participando en proyectos, he visto que para que un cambio sea aceptado y llevado a la practica de manera natural implica comunicar claramente los beneficios que se obtendrán en el futuro, involucrar a los interesados desde etapas tempranas y ofrecer capacitaciones que preparen al equipo para adaptarse.



Lo que más ha funcionado es mantener una comunicación constante y celebrar pequeños logros.



Lo que no ha funcionado es imponer cambios sin considerar el contexto y las emociones del equipo. El cambio exitoso se logra cuando se gestiona tanto lo técnico como lo humano.



Saludos.



Mario Cazarez

...
1 reply by Francisco Herrera
Aug 06, 2025 6:23 PM
Francisco Herrera
...

!Excelentes puntos Mario Octavio! Estoy de acuerdo en que la comunicación clara de los beneficios, la participación temprana de los interesados y la capacitación son clave para una adopción exitosa del cambio:



Comunicación y Beneficios: Resaltar continuamente los beneficios futuros es vital.


La Participación es Esencial: La participación temprana fomenta la apropiación y reduce la resistencia.
La Capacitación Apoya la Adopción: Proporcionar una capacitación adecuada empodera al equipo.

También estoy de acuerdo en que reconocer el elemento humano y celebrar los pequeños logros es crucial. ¡Imponer cambios sin considerar el contexto nunca funciona! Gracias por compartir!

Hello Professor.



In the company I work for we probably we embrace the change to achieve the envisioned future state. How?(from my position in Channels) Through a few key practices that have proven effective across our channel engagements:



We involve our channel partners early in the planning phase of new initiatives. This helps align expectations and fosters a sense of ownership, which makes change adoption smoother.



We also maintain regular touchpoints with both internal stakeholders and external partners. These include structured business reviews, informal check-ins, and feedback loops that allow us to pivot quickly when needed.



Before rolling out a new process or tool across the market, we test it with a small group of partners or sales teams. This helps us identify potential resistance points and refine the approach.



We always link the change to tangible benefits (one of the values is Fair play) and since we are a Customer Centered company our processes are focused on improvements (efficiency, better customer experience, or growth opportunities).



Best regards,
Esperanza Montaño

...
1 reply by Francisco Herrera
Aug 13, 2025 3:22 PM
Francisco Herrera
...
ESPERANZA MARIA MONTANO OREA thanks for sharing these great practices! Your approach to enabling change through your channel engagements is very insightful.

I especially appreciate your focus on:


Early Partner Involvement: Aligning expectations and fostering ownership from the start.
Regular Communication: Maintaining consistent touchpoints for quick adjustments.
Pilot Testing: Identifying and addressing potential resistance before full rollout.
Linking Change to Tangible Benefits: Connecting changes to clear value and improvements.

It's clear that these practices create a collaborative environment that facilitates successful change adoption. Thanks again for sharing! Francisco

Facilitar el cambio para lograr el estado futuro previsto
Me implicó preparar el camino para que la compañía pueda adoptar nuevas formas de trabajar.

Lo que si funcionó:
Feedback temprano para ajustar lo que fuera necesario antes de seguir avanzando en las siguientes etapas del proyecto.
Tener plenamente identificados a líderes dentro de cada equipo, para tener una muy buena comunicación.

Lo que no ha funcionado:
Subestimar la resistencia al cambio en áreas con procesos muy arraigados.
Expectativas poco realistas sobre la curva de aprendizaje de los cambios.

Por lo que considero de suma importancia: tener un plan de gestión del cambio con las actividades definidas, como capacitaciones, sesiones de sensibilización y acompañamiento para facilitar la adopción al cambio

Saludos!!!
Wendy Martín
...
1 reply by Francisco Herrera
Aug 14, 2025 12:44 PM
Francisco Herrera
...
Wendy Martín Amaro

Gracias por compartir tus experiencias! Está claro que habilitar el cambio para lograr el estado futuro previsto es un proceso complejo.



Según tus ideas, la conclusión más importante para mí es la necesidad de un plan de gestión del cambio robusto. Tener actividades claramente definidas, como capacitaciones, sesiones de sensibilización y acompañamiento continuo, es crucial para facilitar una adopción exitosa y minimizar la resistencia.
Francisco.

< 1 2 3 4 5 6 7 >

Please login or join to reply

Content ID:
ADVERTISEMENTS

"He felt that his whole life was some kind of dream, and he sometimes wondered whose it was and whether they were enjoying it."

- Douglas Adams

ADVERTISEMENT

Sponsors