InsightsTechnology and leadership

Diagnosing an Entity's Wellbeing

By Hkdolts

2 min read

First published on LinkedIn

Abstract illustration: a gold pulse line crossing a set of concentric rings

Organizations pass through life stages much as people do. Staying healthy takes a regenerative culture that learns, unlearns and relearns, and an honest diagnosis of where the entity stands.

Preserving an entity's legacy at all costs, without a holistic assessment of its overall wellbeing, ways of working and operations, can slowly dismantle achievements that took years to build.

Just as people pass through life stages (childhood, youth, middle age and later life), organizations go through transitions of their own. That is why it is essential to cultivate a regenerative culture: one that can reinvent and rebuild itself, protect the organization's standing and sustain outstanding performance over the long run.

Learn, Unlearn, Relearn

A regenerative culture needs a constant hunger to learn new approaches and to relearn familiar ones, so that performance keeps rising. It also requires unlearning: letting go of habits and methods that are outdated, no longer fit for growth, and unable to keep the entity abreast of rapid change in its own environment and the wider world.

This cultivation has a cost, and sometimes the cost is high. Stepping out of a comfort zone to make positive change happen can be a strenuous and unpleasant experience for many people.

What a Diagnosis Looks For

The good news is that experienced advisors can help. A structured diagnosis takes an entity, step by step, through the state of its affairs and looks for four things:

Exhibit 1: Four findings of an organizational diagnosis

FindingWhat it looks likeA question to ask
FatigueInitiatives start with energy and quietly stall; the same issues return each yearWhich priorities have we announced more than once?
FracturesTeams, systems or data that no longer connect; decisions made twice or not at allWhere does work wait for another part of the organization?
ChallengesExternal shifts the current model was not designed for: regulation, technology, customersWhich change in our market would hurt us most in two years?
GapsCapabilities, roles or skills the next stage needs and the current one never builtWhat will we need to be good at that we are not good at today?

From Diagnosis to Transition

A diagnosis is only useful if it leads somewhere. Together with the entity's leadership, the findings become an ideal transition path: a sequence of changes, with the change management each one requires, toward a clearly described future state. In practice that means:

  1. Listen widely. Hear from leaders, staff, customers and partners before drawing conclusions.
  2. Measure what matters. Ground each finding in evidence, not anecdote.
  3. Agree the future state. Describe what healthy looks like for this entity at its next stage.
  4. Sequence the transition. Start with the changes that unlock the most, and plan the change management for each.
  5. Review regularly. Treat wellbeing as something to check periodically, not once a decade.

With the team's will, grit and perseverance, an entity can reach new heights at every stage of its life.

Interested in continuing the conversation? Let's connect at: engage@hkdolts.com

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