Hero slide: Pay attention to these 5 steps for organizational

Pay attention to these 5 steps for organizational behavior change..

These steps should be taken to complement your approaches to change, which many times show you the map, but not how to navigate it.

- Define the behavior precisely... This is not adopt the new system... it has to be something observable, like frontline managers enter client notes within 24 hours of a meeting.

- Diagnose the barriers before jumping to solutions.. do you have a knowledge gap? a skills gap ? are social norms working against you? most teams skip this entirely and go straight to training, which only works if the barrier is knowledge... the truth is that often it isn't.

- Check the quality of motivation... i've seen teams roll out well-designed workflows that nobody used, because the only reason people had to use them was leadership said so...that's not a problem you solve with a town hall.

- Select strategies that actually fit the barriers you found.. again, a skills gap needs practice and feedback, but a cognitive load problem needs simplification.. remember not every problem needs a training program, and treating them all the same is how you waste six months.

- Align the surrounding system - if the design, incentives and policies are pulling in a different direction than the behavior you want, it won't change...you can't ask people to collaborate and then rank them against each other.

Most of this isn't complicated or new... but it gets skipped because teams move straight from we have a problem to here's the solution without the diagnostic work in between.

What steps do you think we could add to these?

AIMFORBEHAVIOR.COM
Robert Meza 
Teams collect more
data than ever, but
often still default to
leadership buy in,
comms a
Slide 2
AIMFORBEHAVIOR.COM
Robert Meza 
You don’t need more
data. 
You need an actionable
way to find behavioral
barriers, and d
Slide 3
AIMFORBEHAVIOR.COM
Robert Meza 
1. Define the Behavior
2. Find the Barriers
3. Increase Motivation
4. Map the Strategies
Slide 4
AIMFORBEHAVIOR.COM
Robert Meza 
Behavior must be clearly
specified to be
changeable.
Get specific:
What exactly is the
b
Slide 5
2. Find the Barriers
AIMFORBEHAVIOR.COM
Robert Meza 
Don’t jump to solutions.
Use behavioral science
to get specific.
Kn
Slide 6
3. Increase Motivation 
AIMFORBEHAVIOR.COM
Robert Meza 
When motivation is
controlled or forced, it
rarely lasts
Ask: do
Slide 7
4. Select Strategies
AIMFORBEHAVIOR.COM
Robert Meza 
What kind of change are
we trying to create?
Which strategies fit t
Slide 8
5. Align the Change
AIMFORBEHAVIOR.COM
Robert Meza 
Does the initiative help or
hinder the behavior?
Are we reinforcing
Slide 9
What you get when you
apply this:
AIMFORBEHAVIOR.COM
Robert Meza 
A shared
understanding 
Behaviorally sound
Initiatives
Slide 10
AIMFORBEHAVIOR.COM
Robert Meza 
Need help with your
change projects?
DM me or Visit
aimforbehavior.com
Slide 11
These steps should be taken to complement your approaches to change, which many times show you the map, but not how to navigate it.