See how Quantive can help you achieve more of your strategy.
Try for freeChange is an inevitable part of business. Successful change management helps organizations navigate transitions smoothly. It allows you to reach a desired future state while minimizing disruption and maximizing employee engagement and organizational success. But it can be challenging to manage effectively.
In this guide, we'll discuss the fundamentals of managing change in any organization, including essential frameworks and principles for success. Stick around for all the details. So that you can better integrate change management practices into your business strategies.
What is change management?
The term change management refers to a structured approach that allows business leaders to evolve their organization to a new desired state. It’s meant to help individual employees, teams, and the organization as a whole lower resistance to change and transition smoothly together.
Change management can be applied to many areas of a business, such as:
- Implementing new technology in the workplace
- Leadership or management turnover
- New adaptations to work culture
- Mergers and acquisitions
- Updates to operational processes
- Changes in staff and structure
- Changes needed to respond to a crisis (natural disasters, data leaks, system malfunctions, etc.)
Using AI-driven insights, Quantive StrategyAI helps streamline this process by continuously monitoring organizational changes and aligning them with strategic objectives. This ensures that businesses stay agile and responsive to the evolving landscape, where things like new technology, regulations, and consumer needs can all shake things up. Let's take a deeper look at change management strategy in this comprehensive change management guide.
What are the 5 R’s of change management?
Now, you’re probably wondering where to start in the change management process. The 5 R’s framework offers a practical guide to managing and approaching change, helping businesses navigate the most common challenges during a transition. Here’s how it works:
- Review: Before implementing changes, review your organization's current state. Assess the need for change and analyze how the proposed changes will affect the company. Quantive’s AI-powered platform provides in-depth insights into your most essential KPIs (key performance indicators), allowing businesses to thoroughly assess their starting point before implementing any changes.
- Research: Conduct in-depth research on the changes you're planning to start to create your strategic vision and decide how you will implement desired skills. This includes understanding industry trends, gathering data on how similar changes have been handled, and identifying potential risks.
- Remarket: When significant change happens, it’s essential to remarket your business to both employees and customers. Internally, this means helping employees understand how the change aligns with organizational goals, while externally, it means communicating changes to clients, customers, or stakeholders.
- Redesign: Redesign processes, roles, or systems where necessary. Change often requires altering how things are done to be more effective or aligned with new strategies. This stage involves updating systems, project management, structures, or workflows to accommodate the new changes.
- Relaunch: Once everything is in place, relaunch your organization’s revised processes or systems. Make sure to clearly communicate the relaunch to both internal and external audiences, especially key players like project managers, and set measurable goals to track progress moving forward. Quantive’s strategy execution tools help businesses track progress and ensure changes are fully integrated.
As you complete these steps, it’s important to stay connected with employees and teams across the organization.
In our Global State of Strategy Report, we found that nearly half of organizations (49%) report that a lack of coordination across business units weakens their strategy development, with 37% indicating that decision-making concentrated only at top levels hinders effective execution. So, ensure everyone feels involved and up-to-date on what’s going on.
What are the 5 C's of change management?
The 5 C’s framework is another helpful change management model for managing organizational change. It focuses on key areas that drive successful transitions.
- Communication: Communication is critical in change management. It's important to convey clear, consistent messages about why the change is happening, how it will affect employees, and what they can expect moving forward. You always want to ensure you’re addressing concerns and building trust along the way.
- Commitment: For change to succeed, leadership and management must be fully committed. When senior leaders demonstrate their commitment, employees are more likely to follow suit. Quantive StrategyAI assists leaders by providing data-driven insights that ensure they are making well-informed decisions. Plus, it helps provide good reasoning to show team members why changes are being implemented and how they can become part of the change management team.
- Collaboration: Collaboration across departments and teams is essential to implement the change smoothly. Engaging employees at all levels and encouraging teamwork during the change process fosters a sense of ownership and reduces resistance.
- Compensation: Rewarding and recognizing employees for embracing change helps reinforce positive behaviors. Compensation doesn't always have to be monetary—it can include recognition, career development opportunities, or other forms of appreciation. It is important to monitor progress and celebrate short term as well as long term wins for successful implementation of organizational change management.
- Culture: A company’s culture significantly influences how change is received and implemented. Fostering a culture of adaptability and continuous improvement can make change less daunting and more accepted throughout the organization.
Our Global State of Strategy Report found that, on average, organizations achieve only 60% of their strategic objectives, indicating a significant gap in strategy execution. This potential loss can be mitigated through ongoing strategy review and adjustment. As you review and adjust, ensuring you adhere to the five C’s above will ensure everyone stays on the same page and continues buying into the process.
What are the 5 steps of the change management process?
Systemized step-by-step processes can also assist with change management. Here are five steps that can help:
- Preparation: Preparing the organization for change involves creating awareness among employees about the need for change and what the goals are. This stage is crucial for building buy-in and reducing resistance. With Quantive StrategyAI, organizations can prepare by using AI-powered insights to anticipate potential risks and engage teams effectively.
- Planning: Develop a detailed plan that outlines the strategy for implementing the change. This includes setting clear objectives, identifying key stakeholders, and creating a timeline. The plan should also include metrics for measuring success.
- Implementation: During implementation, the planned changes are put into action. This stage requires close coordination between teams and constant communication to ensure everyone understands their role in the process.
- Monitoring: Regularly monitor the progress of the change to ensure it stays on track. Quantive’s real-time tracking tools allow businesses to continuously monitor key performance indicators, ensuring the change is progressing as expected.
- Sustainability: The final step involves ensuring that the change is sustained over time. Provide ongoing support, training, and resources to employees, and regularly evaluate the success of the change through performance metrics.
Ongoing review and monitoring are crucial because priorities will change as the business landscape evolves. In our Global State of Strategy Report, we found that high-performing organizations are 60% more likely to frequently review their strategic priorities than underperforming companies.
What are best practices for change management
What are best practices for change management
Research shows that organizations with strong change management practices are 7x more likely to meet transformation goals than peers without. (Prosci research)
So, here’s what works:
Making change management personal
Change only sticks when it clearly explains the “why” and is delivered in a way that resonates. The most effective change efforts anchor around a compelling future state—whether it’s growth, efficiency, risk reduction, or innovation.
But that’s just the start.
Presenting an aspirational future won’t motivate your teams to follow until they see a system to adopt new behaviors. Promises and processes don’t create transformation—people do. That’s why great change management focuses on helping each employee navigate their own transition, overcome their own individual challenges, fears, and biases.
Whenever you think of change, always consider how individual employees will transition to new patterns and behaviors. That’s what makes change stick.
Have a solid structure
Ad hoc change is a risky change. Structured frameworks like Kotter’s 8 Steps, ADKAR, and McKinsey’s 7-S Model give organizations the clarity to lead change at scale. These models create a clear path: from building urgency and alignment to generating momentum and sustaining new behaviors.
The key is using these frameworks as flexible systems that connect business change with the human side of transformation. Not as rigid checklists.
Build a network of internal champions
Nothing moves without leadership. In fact, the most consistent predictor of change success is active and visible sponsorship. Leaders who stay close to the initiative, influence peers, communicate clearly, and model the behavior they expect—are the ones who drive real progress.
But it doesn’t stop at the top. Building small, cross-functional coalitions helps push change forward from all angles—especially when those coalitions include well-respected, trusted voices across the business.
You need internal advocates to motivate your teams, keep them accountable, and help them overcome challenges.
Communicate early, often, and be honest
Change fatigue comes from not enough good communication. Teams need to know what’s changing, why it matters, how it affects them, and what support is available. You need to be vocal about all details daily – reminding the whole org why you change, what’s expected and where to find help.
Use town halls, weekly syncs, pre-recorded updates, slack, teams and all internal channels to remind your teams the change is here, and you’re dedicated to making it stick.
Great communicators also address emotion, not just logic. Make room for questions, concerns, and feedback without judgement, interruptions and posing guilt. Trust builds faster when people feel heard and safe to share challenging viewpoints.
What are the 5 key principles of change management?
Lastly, as you’re guiding change, there are five key principles you can put in place to ensure success.
- Vision: Establishing a clear vision for the change helps employees understand why it's necessary and how it aligns with the organization's goals. A shared vision creates a sense of purpose and direction.
- Engagement: Engage employees throughout the change process. Involve them in decision-making where possible and listen to their feedback. Engaged employees are more likely to embrace change rather than resist it.
- Training: Equip employees with the skills and knowledge they need to succeed in the new environment. Providing relevant training helps ease the transition and ensures employees feel confident in their new roles.
- Resources: Ensure that the necessary resources, including time, tools, and personnel, are available to support the change. Without adequate resources, even the best-laid plans are likely to fail.
- Feedback: Regularly collect and incorporate feedback from employees throughout the change process. Quantive’s AI-driven insights help businesses assess feedback in real time, allowing them to make necessary adjustments on the fly.
Adopting an always-on strategy can play a key role here. Organizations that excel operationally are nearly twice as likely to develop adaptable strategies (95% vs. 53%) and are more effective at learning from strategy execution for future planning (69% vs. 35%).
What does change management look like with Quantive?
Let’s say a mid-sized company—RetailWorks—is seeing a dip in customer satisfaction. After a few internal reviews, the leadership suspects the problem lies deep in their order processing workflows. But they’re not sure where or how to fix it.
Rather than guessing, they turn to Quantive StrategyAI, combining AI-powered analysis with hands-on expert consulting support to get a clea picture of what’s really going on.
Step 1: Getting to the root cause
RetailWorks runs a strategic analysis through Quantive StrategyAI, reviewing KPIs tied to customer experience. The platform flags friction points such as slow response times, disconnected reporting systems, and a lack of visibility across customer touchpoints.
At the same time, Quantive’s consulting team helps RetailWorks interpret those signals in context—connecting performance gaps to underlying processes and culture patterns.
Step 2: Aligning around the right solution
With guidance from Quantive’s transformation consultants, RetailWorks identifies a new CRM as a high leverage move. The important move here is to avoid positioning it as a “tech upgrade” because this will create resistance for adoption. The leadership team now reframes it as a strategic pivot to elevate customer interactions and operational flow.
Consultants work directly with leadership to reshape internal messaging, build alignment, and turn what could feel like disruption into a shared step forward.
Step 3: Planning and de-risking the rollout
Quantive’s platform helps RetailWork’s leadership team structure the new change management initiatives and keep them visible, transparent and aligned.
Quantive’s consultants complement this with hands-on support: facilitating cross-functional alignment sessions, defining change success metrics, and coaching teams on how to lead the rollout—not just push through it.
Step 4: Embedding change into the culture
Successful change management requires co-creating the roadmap. Teams should never feel like transformation is top-down. RetailWorks uses the platform’s recognition features to celebrate adoption milestones and shift conversations from outputs (like completed tasks) to outcomes (like reduced response times and better customer feedback).
Consultants help managers guide teams by addressing resistance and reinforcing new behaviors with clarity and empathy.
Step 5: Sustaining momentum
Once the new CRM is implemented, RetailWorks continues tracking progress inside Quantive StrategyAI. KPIs, OKRs, and weekly team check-ins reveal what’s working, what blockers pop up, and where momentum is fading.
Quantive’s consultants support ongoing iteration by hosting quarterly reviews, refining team goals, and helping the company stay responsive to emerging signals. Follow-up training and culture-building workshops ensure that change sticks, scales, and leaders drive it on their own – not dependent on external help.
Final thoughts on change management for organizations
In summary, being able to manage change efforts effectively at the organizational level is a vital aspect of business success. By following the 5 R’s, 5 C’s, and essential steps of change management, businesses can minimize resistance to sudden change and ensure a smoother transition. The keys to successful change are clear communication, commitment from leadership, collaboration across teams, streamlined business processes, and ongoing support for employees.
To successfully apply these concepts in real-life scenarios, focus on engaging employees early, providing continuous training to cultivate change management skills, and regularly evaluating the progress as the next steps of the change unfold. Ultimately, a well-structured approach to change management will help organizations not only survive but thrive in an ever-evolving business landscape.
Take your strategy management to the next level
Quantive helps you make change management implementation processes seamless by bringing strategy, teams, and data together through AI-powered technology and expert consulting.
Contact us today to learn how Quantive can help your organization stay agile and thrive through your change efforts and drive business outcomes.