Improving Processes & Services

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OverviewTools & TechniquesCustomer ServiceLeading the Project

Process Tools

bullet Brainstorming
bullet Option Rating & Ranking
bullet Cause & Effect Analysis
bullet Process Flow Charting
bullet Mind Mapping
bullet Pareto 80/20 Rule
bullet Force Field Analysis
bullet Milestone & Gantt Charts

Data Handling

bullet Checklists
bullet Concentration Diagrams
bullet Histograms
bullet Pie Charts
bullet Run Charts
bullet Scatter Diagrams

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Lindsay Sherwin

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Force Field Analysis

This is a tool to help a person or a team to assess the change dynamics of a situation and develop an action plan as to how they should introduce changes.

Force Field analysis was developed by the psychologist Kurt Lewin and is often used in counselling situations.  The thinking is as follows:

In any situation that you wish to change, there are forces for and against the change:

  • supporting forces - people or circumstances which will help and support the change.
     
  • opposing forces - people or circumstances which will try to block, oppose, and hinder the change.

Your success in introducing the change depends on that balance and how you manage it.

In a Force Field Analysis you map those forces, assess the forces and the balance, and then devise actions to either reduce the opposing forces or to strengthen the supporting forces.

The general procedure for the team is:

Step 1 - Agree and define the current situation and the desired situation,
  • Then draw an empty force field diagram.
Step 2 - Focus on the supporting forces and brainstorm to identify them.
  • Usefully done with Post-its.
  • Write all the forces on the diagram and then try to assess their relative strength, marking each out of ten.
  • Draw the arrows with lengths relative to their strength or power in supporting the change.
Step 3 - Repeat this for the opposing forces.
Step 4 - Review the result and use it to  devise a plan of action.

We now use the diagram to address the question "what does one do to change the balance to allow the project to move forward".

Experience shows that in most cases it is more effective to focus on trying to reduce the opposing forces rather than trying to strengthen the supporting forces sufficiently to overcome the opposing ones. If you do the latter, then the opposing forces seem to strengthen to match. (Issac Newtons Law of Action & Reaction).

Focus on the things that you feel that you can and should change and devise a strategy and plan of action (communications, involvement, training workshops, pressure, etc.) to achieve that.

Example

The management team of an executive agency in a large government department decided to launch a quality and customer service initiative. They were focussing on  what they needed to do to ensure that it was received positively by all in the organisation.

In a one hour session, they developed the following force field analysis and then amended their original design for the launch and training for the initiative to place much more emphasis on middle management training and resources. 

Force Field Analysis for Customer Service initiative


force field analysis for customer service intiative