Leading Change with Confidence: Strategies for Optimizing Your Process
Summary
Constantly improving processes and embracing an iterative mindset can be difficult. In this session, I’ll share unexpected hurdles I faced while leading large-scale changes and how you can avoid them. We'll dive into key moments where I hit roadblocks and more importantly, I'll share the valuable lessons I learned the hard way. Let’s turn my “list of things I wish I knew” into actionable best practices that you can apply to lead change more effectively.
Key Insights
-
•
Doubling a team’s size can drastically reduce process maturity and create new challenges in scaling tools and workflows.
-
•
Failing to thoroughly vet feedback before acting can lead to choosing suboptimal solutions that cause more disruption.
-
•
Piloting changes on a smaller scale helps uncover issues early and builds stakeholder buy-in before full implementation.
-
•
Assessing the urgency of feedback involves understanding who it impacts, if it blocks critical work, and possible temporary workarounds.
-
•
Feedback should be viewed as data, recognizing whether it reflects the majority or a small subset to avoid biased decisions.
-
•
Locking processes from change for 1-2 months creates stability and sustainability, especially when managing multiple teams.
-
•
Documentation of changes, including rationale, approvals, alternative options, and pilot outcomes, prevents repeating past mistakes.
-
•
Engaging trusted colleagues can help mitigate personal bias when assessing feedback.
-
•
Using anecdotal team feedback helps leaders appreciate the human impact of change and the importance of pacing.
-
•
Managing change frequency is a balance that requires gauging team health through surveys and direct human connection.
Notable Quotes
"If you dug deeper into feedback, you'd find ways to address issues without a big change."
"Leading change is like shopping—take time to find the right store before you buy."
"Piloting your ideas before committing helps prevent disruption and saves energy in the long run."
"Processes are never perfect, but thoughtful testing limits disruption for your team."
"We forget a lot of details over time; documentation saves us from repeating mistakes."
"Assessing feedback urgency means understanding if the issue blocks critical work or if there are workarounds."
"Using pilots can get buy-in from stakeholders who might resist broad change initially."
"Anecdotal feedback from team members helps leaders understand the real impact of change."
"More frequent change isn't always better; good communication and team pulse are key."
"Not everything that is faced can be changed, but nothing can be changed until it is faced."
Or choose a question:
More Videos
"Traveling to a research lab can take longer than the research session itself for people with physical disabilities due to specialty transit."
Sam ProulxSUS: A System Unusable for Twenty Percent of the Population
September 29, 2021
"Radically adaptive experiences bend to your current wants and needs, creating unique, unpredictable journeys."
Josh Clark Veronika KindredSentient Design, AI, and the Radically Adaptive Experience (1st of 3 seminars)
January 15, 2025
"The UX field's expansion leads to pushback—people ask why researchers talk about areas owned by others like OCM."
Taylor KlassmanShaping the Next Era of UX Research: Collaborative Forum
March 11, 2025
"AI moderation did not make the research easier. It made it possible under real world constraints."
Tara TresselInvestigating qualitative depth of AI-moderated interviews
March 10, 2026
"Personalization at scale is made possible by capturing activity data and correlating it across millions of residents."
Angy Peterson Bob AinsburyMore Than Technology: Personalized Public Sector Experiences
December 10, 2021
"It’s not about power, it’s about guidance—helping people collect and use good data, even in qualitative settings."
Jemma Ahmed Steve Carrod Chris Geison Dr. Shadi Janansefat Christopher NashDemocratization: Working with it, not against it [Advancing Research Community Workshop Series]
July 24, 2024
"Focus on the destination, not the vehicle, because AI tools will change every single day."
Erika FlowersAI-Readiness: Preparing NASA for a Data-Driven, Agile Future
June 10, 2025
"The conversation about risk needs to shift to what’s the acceptable amount compared to the value of the opportunity."
Marc Rettig Julie Baher Phil Gilbert Nathan ShedroffDiscussion
May 14, 2015
"Learning unfolds through encounters that disrupt our existing frames and invite transformation."
Jen BriselliLearning Is The Engine: Designing & Adapting in a World We Can’t Predict
April 16, 2025