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
"At Brex, design ops supports a broad range of design disciplines and also partners with engineers and marketers."
Ned Dwyer Emily Stewart James WallisThe Intersection of Design and ResearchOps
September 24, 2024
"You don’t want so much governance that people can’t be creative, but you need just enough to help their process."
Michael LandEstablishing Design Operations in Government
February 18, 2021
"Those of us who do not understand history are doomed to repeat it."
Sam ProulxTo Boldly Go: The New Frontiers of Accessibility
November 18, 2022
"We cleared three weeks of calendars to detach and look at the big picture — that was our UX reboot."
Vasileios XanthopoulosA Top-Down and Bottom-Up Approach to User-Centric Maturity at Scale
January 8, 2024
"Younger visitors are nearly twice as likely to engage with digital chat or help but are less satisfied afterward."
Andrew Custage Michael MallettThe Digital Journey: Research on Consumer Frustration and Loyalty
March 29, 2023
"After this program, we saw a shift from only 15% strategic research to 56%."
Marjorie Stainback Kelsey KingmanTransforming Strategic Research Capacity through Democratization
October 24, 2019
"A relationship cycles through connection, disconnection, and repair, just like breathing has an inhale and an exhale."
Alla WeinbergCross-Functional Relationship Design
December 6, 2022
"Before sharing insights, I try to prime the room by acknowledging feelings and starting fresh."
Jerome “Axle” BrownHow to Use Self-Directed Learning to Ensure Your Research Insights are Heard and Acted Upon
March 11, 2021
"We have maintained that freshness and acceptance of new ideas while growing rapidly."
Jen Crim Jess Quittner Saritha Kattekola Alex Karr Gurbani PahwaCulture, DIBS & Recruiting
June 11, 2021