9. Immunity to Change Worksheet
What is ONE thing I’d like
to change or improve on?
What I’m doing that goes
against that change:
My hidden competing
commitments: My big assumptions:
Adapted from: “How to Overcome Immunity to Change” by Robert Kegan and Lisa Lahey.
http//:catalyz.io
Refine my workshop
planning process
Trying to squeeze in
too much information
Underestimate how
much time I’ll need
Trying to share ALL
context/case studies at
once
Committed to offering
value to all
Committed to not
looking underprepared
Committed to
maintaining
“expert” persona
If I don’t please all,
I’ve failed
More tools = more
value
That one final model
might make or break
my presentation
11. SMART Experiments
• Safe (many experiments will involve a certain amount of risk, but
don’t devise a test in which the end result could get you fired or badly
hurt)
• Modest (start with a small test and work your way up)
• Actionable (make the test one you can undertake, not just think
about)
• Research-based (you’re gathering information here, not trying to
prove a point, or immediately trying to change a behavior)
• An effective Test of your assumption (one targeted toward gaining
better insight into the accuracy of your beliefs and how they do or do
not serve you)
-Lisa Lahey and Robert Kagan, Immunity to Change
13. Change by Design Action Plan
People don’t fear change, they fear loss…
Core Emerging Legacy
What behaviors, rituals and mindsets do
you want to maintain and nurture?
What NEW behaviors, intentions and
priorities might be emerging for you?
What behaviors, rituals or priorities
need to be left behind?
http//:catalyz.io
Values
Intentions
Behaviors
Rituals
New work/family/life
structure
New routines
New Intentions
New behaviors
Financial/Time
investments
Priorities
Routines/rituals
14. Change by Design Action Plan
People don’t fear change, they fear loss…
Core Emerging Legacy
What behaviors, rituals and mindsets do
you want to maintain and nurture?
What NEW behaviors, intentions and
priorities might be emerging for you?
What behaviors, rituals or priorities
need to be left behind?
http//:catalyz.io
Values
Intentions
Behaviors
Rituals
New work/family/life
structure
New Intentions
New behaviors
New routines
Financial/Time
investments
Priorities
Routines/rituals
15.
16. 1) I need a way to
in a world where
2) I need a way to
because
My Personal POV
Needs to add _________________________________ to my life
Needs to make me feel
Helps me with
Maintains
Doesn’t challenge my sense of
Moves me towards
My Design Principals
http//:catalyz.io
Fun
More empowered
Communicating more frequently with my family
my connection to the outdoors
Minimal financial obligations
Financial Security
17. 1) I need a way to
in a world where
2) I need a way to
because
My Personal POV
Needs to add _________________________________ to my life
Needs to make me feel
Helps me with
Maintains
Doesn’t challenge my sense of
Moves me towards
My Design Principals
http//:catalyz.io
Continue fostering creativity, critical thinking and collaboration across cultures and fields
Our ability to work together to creatively solve messy problems will determine the
type of world my future kids might live in