Stakeholder Mapping: Lessons from the Battlefield

Change is a constant force. Whether it's in the corporate boardroom or the battlefield. While the stakes and the environment may differ, the principles of effective strategy remain the same.

One such principle is stakeholder mapping, which is essentially about identifying who holds the keys to success for a given project or initiative. It's an exercise in understanding power dynamics, vested interests, and interpersonal relationships. 

I learned the value of this technique whilst in the Army on combat tours in Afghanistan & Iraq. My role as a Joint Fires Officer put me at the intersection of strategy and execution on the battlefield. As a qualified JTAC (Joint Terminal Attack Controller), I was responsible for the precise coordination of various types of firepower—ranging from Artillery and Mortar Fires to Helicopter Gunships and Airstrike. 

Two objectives were paramount: first, minimize civilian casualties, and second, maximize the efficacy of each munition and asset deployed, because we didn't have room to waste resources.

You can see how important it was to have a good grasp of the concept of stakeholder mapping in order to be as effective as possible with our limited resources.

We started by targeting the obvious insurgents in order to take down the groups - the leaders and senior members. But, like a hydra with its head cut off, someone was always ready and waiting. It was a never-ending cycle of spending valuable time and resources on taking out one leader just for another one to step up in their place. A total waste of our efforts.

So we tried another approach. We gathered our intel, watched how the groups interacted, and came up with a new plan. Instead of targeting the heads of the hydra, we went for the legs.

The 'legs' of the hydra were those individuals who had no formal authority but were often the communication conduit between disparate groups of operation cells. They were the powerhouse of the groups. Nothing was accomplished without them and it greatly reduced their ability to coordinate efforts on the battlefield when they were out of the picture.

This is where we can link the lessons learned on the battlefield, to the corporate boardroom.

The Traditional Paradigm

Change management often adheres to a traditional top-down model. The executives and senior leaders conceptualize the change, and then it trickles down through the layers of middle management until it reaches the front-line employees. This approach emphasizes the roles and responsibilities of leadership to envision, plan, and execute change. It has the benefit of a unified direction and clarity of purpose, which ideally should make implementation smoother.

The Limitations of the Top-Down Approach

However, the top-down model is not without its shortcomings. Much like how we struggled to see a change in the environment when we took out the heads of the insurgent groups, the corporate world often overlooks the complex web of interpersonal relationships and informal power structures at the ground level. These are the proverbial "boots on the ground" in the corporate world—your middle managers and front-line employees who must enact the change. Ignoring this dynamic is akin to building a house on a shaky foundation; it might look good on paper, but it won't withstand the pressures of reality.

Top-down Planning, Bottom-up Refinement

To remedy this, an effective approach is to combine top-down planning with bottom-up refinement. While the initial planning and vision should come from the top, the tactical execution and fine-tuning should be a collaborative effort involving those who are closest to the action. In this way, you get the best of both worlds: strategic alignment and practical viability.

The Risk of Malicious Compliance

Ignoring the bottom-up refinement phase can often lead to a phenomenon known as "malicious compliance." This happens when employees, particularly those who foresee the pitfalls or shortcomings of a proposed change, deliberately implement it without raising any concerns, effectively letting it fail. They do so either out of cynicism or because they believe their feedback will not be taken seriously. They can then point to their compliance as proof that they did their job, even as they watch the change initiative crumble. Malicious compliance is not just a failure of implementation; it's also a glaring symptom of a disengaged and disenfranchised workforce.

The Power of Informal Influence

In every organization, there exist individuals who, although lacking formal authority or an impressive job title, wield considerable influence over their peers and even superiors. Like the legs of the hydra, these people carry weight. Others turn to them for advice, their opinion is highly sought after, and they are natural leaders in their circles. They connect disparate groups and shape opinions.

Identifying these informal influencers is vital for effective change management because they can act in one of two capacities: as your strongest allies or as your most formidable obstacles. When you have them on your side, they can help sway opinions, calm fears, and facilitate a smooth transition. On the flip side, if they are opposed to the change, their influence can be a significant barrier, capable of sowing discord and resistance among team members.

Engaging with these informal influencers early in the change process can provide invaluable insights into how the change will be received, what concerns might arise, and how best to address them. Their support can serve as a catalyst for broader acceptance and successful implementation.

Stakeholder Mapping for Change Management

  1. Identify Stakeholders: List everyone affected by the change.
  2. Assess Influence: Classify them based on their influence over the project.
  3. Map Relationships: Identify the relationships between your stakeholders.
  4. Determine Engagement Strategies: Based on the above factors, strategize your engagement with each stakeholder.

Communication: One Size Doesn't Fit All

Effective communication is not just about sending a message; it's about ensuring that the message is properly received and understood. Many organizations make the mistake of relying solely on one form of communication, like extensive emails, disregarding the varied learning styles of their team members—auditory, visual, and kinesthetic.

Tailoring Your Message

The key to effective communication in a change management setting is to diversify your methods. Use presentations, interactive sessions, and hands-on demonstrations to complement written communications. Tailoring your message to suit the dominant learning styles of your stakeholders ensures that your message is not just sent but also absorbed.

Ultimately, the burden of effective communication lies with the sender. It's not enough to draft a well-worded memo; we must also consider how the recipients will engage with the content, and whether they will understand its implications and the behaviors it is designed to influence.

Read more about learning styles

Understanding Values

Values are the often-unspoken guidelines that govern behaviors, attitudes, and beliefs. They are the lens through which people view the world and make decisions. Understanding the values of your stakeholders is not just a good-to-have; it's crucial for the success of any change management initiative.

When I was deployed to Afghanistan and Iraq, we would work alongside local defense forces. Obviously, there was a disconnect in language and beliefs as we came from different countries. We had differing views and opinions. However, one thing that we could always connect on was our core values. Family was often a common value that we could connect on. Identifying these values allowed us to work side-by-side and understand the other person.

Therefore, mapping stakeholders' values provides common ground upon which to build our change narrative. When people see that a proposed change aligns with their own values or the values they aspire to, they are more likely to support it, and even become its champions.

Leveraging Values for Effective Change

By integrating an understanding of shared values into our change management strategy, we can develop more targeted, compelling, and effective engagement plans. Whether it's through communications that resonate with these values or through initiatives that clearly reflect them, leveraging values can be a secret weapon in your change management arsenal.

Why Change Often Fails

In many instances, change projects fall flat or achieve only limited success due to resistance at the grassroots level—among those on the front line or tactical operations. This resistance often stems from:

  • Lack of Clear Communication: Effective communication is a two-way street, but it's the sender's responsibility to ensure that the message is not just sent but also received. One size doesn't fit all when it comes to communication styles. By tailoring the communication medium to these learning styles, whether it be through videos, written memos, or interactive sessions, you increase the likelihood of your message getting through.
  • Uncertainty and Fear: Two prevalent fears emerge during the transition phases: fear of incompetence and fear of irrelevance. The former arises when employees worry that the new systems or processes will render them ineffective in their roles. Fear of irrelevance is equally crippling. Employees worry that the new changes may make their skills—or even their entire roles—obsolete. This fear can lead to resistance at all levels, from foot soldiers to managers, as no one wants to feel they are no longer valuable. 
  • Misalignment of Values and Goals: Corporate leaders often overlook the importance of aligning new initiatives with existing values, assuming that the logic of the change will be enough to drive adoption. However, when employees can't connect the change to what they and the company stand for, resistance is almost a given. Understanding the personal values of the employees you're affecting is just as critical. During the stakeholder mapping process, make it a point to identify the values of 'key influencers' or link members. Understanding what drives these individuals can provide you with the leverage you need to swing the balance in favor of successful change.
  • Lack of Ownership: Without this sense of ownership, employees often feel like change is something that's done to them, rather than something they are a part of. This lack of agency can lead to passive or even active resistance. By involving employees in the planning and adaptation phases, you not only gain their buy-in but also benefit from their front-line insights, which can be invaluable in successfully implementing change.

By recognizing and addressing these factors, corporate leaders can significantly improve the likelihood of a change project’s success. And here, just as on the battlefield, stakeholder mapping can be an invaluable tool for identifying these nuances and planning accordingly.

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Conclusion

The principles of stakeholder mapping are universal, transcending different fields and contexts, from military operations to corporate boardrooms. What remains constant is the importance of recognizing and engaging with the key players whose influence and actions can determine the success or failure of a project. As we've seen, failing to do so can lead to inefficiencies, misunderstandings, and ultimately, the failure of an initiative.

By employing a comprehensive stakeholder mapping strategy that accounts for influence, communication styles, and values, we equip ourselves with the knowledge and tools needed for effective and lasting change. It's not just about moving pieces on a chessboard; it's about understanding the board itself, the players involved, and the rules that govern them. 

Drawn from lessons learned in the military, and in business, we make leadership principles tangible and relatable through real-world examples, personal anecdotes, and case studies.

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