Collaborative Transformation

The Collaborative Transformation® approach is based on the premise that collaboration transforms complexity and resistance into clarity and commitment.  Collaborative Transformation® includes a suite of tools and techniques that are based on the particular strength of complexity-based approaches to resolve difficult challenges. It embraces the principles of professional facilitation but it is not limited by them in how it achieves the outcomes needed for the whole system to commit to success.  

Managing Transformational Change

In order to make the management of transformational change easier, Collaborative Transformation® addresses the need for a collaborative and evolutionary approach over the life cycle of an initiative.  As the initiative matures, the approach must be adapted to the real-time changes in the environment and with the stakeholders.  Briefly, this is achieved through:

  • Ensuring clarity throughout the initiative;
  • Keeping executives aware and aligning leadership to obtain commitment on the initiative
  • Integrating the project and change management strategy;
  • Pro-actively using multi-channel communications to share the message;
  • Recruiting and using “change agents” and/or champions when appropriate; 
  • Providing real-time coaching and capacity building for managing complexity and creating a culture of collaboration within the organization;
  • Implementing a collaborative deployment strategy based on a 3-step “Ready-Set-Go” approach; and
  • Managing issues in real-time and evolving contingency plans. 

The Collaborative Transformation Approach

Collaborative Transformation® approach is typically divided in four phases:

Phase 1: Discovery and Alignment

Conduct a preliminary analysis including:

  • Creating a shared understanding of the whole system context
  • Clarifying the intended outcome(s)
  • Defining the irrefutable logic supporting the initiative
  • Drafting the compelling invitation to collaborators
  • Set the direction through a high level design and action plan 
  • Obtain buy-in and commitment from executives and other leaders 

Phase 2: Engagement of the Whole System in Co-Creating the Solution

  • Develop a detailed engagement design
  • Identify the required subject-matter experts
  • Conduct logistical planning and rehearsal for each event
  • Create a working environment that encourages collaboration
  • Conduct the required stakeholder engagements
  • Document results of the engagements 

Phase 3: Follow-Through and Implementation

  • Confirm leaders who will be responsible for following through
  • Refine the solution developed in collaboration
  • Develop and follow through on the implementation plan
  • Keep stakeholders informed through multi-channel communications 
  • Conduct additional engagements as required

Phase 4: Evaluation and Continuous Improvement

  • Debrief and liaise with those accountable for results
  • Conduct lessons learned and continuous improvement action plans 
  • Integrate learning back into the organization as a whole
  • Sustain a culture of collaboration 

Where Collaborative Transformation® was Successfully Used

The Collaborative Transformation® Practitioners

Our team applies the Collaborative Transformation® methodology in all their projects.