D
Dissatisfaction
The felt cost of present reality. Until the cost of staying the same is named out loud, nothing moves.
Worked in FOUNDATION
Change & Transformation · supporting methodology
The public page teaches five phases and the nine-step methodology beneath them. The supporting material — the equation, the layers, the seven gates, the team, the scales, the published documents, the research — is here in full, each block labeled with the step it serves. Nothing was deleted, and none of it is a competing process.
Strategic Intent sets direction. 80/20 focuses. Kotter mobilizes. ADKAR enables. CompassOS orchestrates. ARC sustains.
← The process architecture carries the nine steps at executive altitude. This page is the depth beneath them.
The equation
Serves03 Define the Change05 Assess Readiness
Gleicher’s Formula for Change is the cleanest statement of why change moves or stalls. Dissatisfaction with present reality, multiplied by a clear vision of the future, multiplied by credible first steps, must exceed the resistance to leaving the current state. It is read in step 3 as the case for change and re-read in step 5 as the organizational readiness view.
D × V × F1 > R
It is multiplication, not addition. If any factor is zero, the product is zero — no vision, no dissatisfaction, or no first step, and nothing moves regardless of how strong the other two are.
D
The felt cost of present reality. Until the cost of staying the same is named out loud, nothing moves.
Worked in FOUNDATION
V
A specific picture of the future state — what work looks like once the change holds.
Worked in SIMPLIFY
F₁
Near-term action small enough to start and real enough to matter. Momentum, not a launch event.
Worked in LEAD
R
Fear, habit, loss, workload, and leadership systems still rewarding the old behavior.
Worked in GROW
Gleicher’s Formula for Change is commonly attributed to David Gleicher and later refined by Kathleen Dannemiller.
Momentum
Serves08 Execute & Enable Adoption09 Sustain / ARC
Jim Collins described the flywheel: no single push turns it, but consistent pushes in one direction compound into momentum that becomes hard to stop. That is what ARC cycles do to a change. Each cycle — assess, refine, commit — is another push in the same direction. The discipline is not the size of the push. It is the direction never changing.
A = Assess, R = Refine, C = Commit. Each cycle is one push.

How adoption spreads
These are positions on a curve at a point in time, not personality types. Where a group sits is information about the system: the case for change, the design, the support, or what leadership is still rewarding.
The earlier integrated model
Delivery and adoption are not sequential and they are not separate workstreams. The charter governs the work, ADKAR® moves the people, the four pillars execute, and ARC improves the system as it runs. The layers still hold; the nine steps are the order in which they are worked.
Serves03 Define the Change
The charter establishes what the organization intends to change, and why.
The charter fields are step 3's product.
Serves05 Assess Readiness06 Configure the Intervention08 Execute & Enable Adoption
The ADKAR® individual adoption journey, from Prosci.
ADKAR® is read in the individual readiness view, configured in step 6 and worked in step 8.
Serves every step
Readiness and truth, then the essential change, then execution and capability, then scale and ownership.
FOUNDATION, SIMPLIFY, LEAD and GROW carry every step; the discipline never becomes a sixth box.
Serves09 Sustain / ARC
ARC™ runs continuously beside the value stream: analyze reality, refine the system, commit to decisions and action.
ARC™ runs beside every step and closes the sequence.
ADKAR® is a registered trademark of Prosci, Inc. Awareness, Desire, Knowledge, Ability and Reinforcement is the Prosci model for individual change, referenced here with attribution — not Compass intellectual property.
The seven-stage value stream
The seven stages were the earlier spine of this page. They remain valid as the gate detail beneath the nine steps; each stage below names the step it belongs to, and the full gate — question, pass, evidence, owner, failure mode — is on its own page.
Serves01 Strategic Intent02 80/20 Focus03 Define the Change
Establish the business case, strategic intent, sponsor, initial scope and desired outcomes.
The gate
What is the problem, in measurable terms, and who owns it?
Serves04 Determine Intervention Breadth & Depth05 Assess Readiness
Evaluate organizational readiness, stakeholder impact, capacity, risk, adoption barriers and system conditions.
The gate
Is this organization able to absorb and sustain the change?
Serves03 Define the Change06 Configure the Intervention
Confirm the future state, essential outcomes, scope, governance, decision rights, measures, resources and the ARC event question.
The gate
Are scope, governance, decision rights and measures agreed in writing?
Serves06 Configure the Intervention
Translate the charter into future-state processes, roles, technology, communication, learning requirements, measures and implementation plans.
The gate
Has the future state been designed — process, roles, measures — before build?
Serves07 Mobilize08 Execute & Enable Adoption
Launch the change, run ARC events, enable managers, build ability, observe the work at Gemba and resolve emerging barriers.
The gate
Are decisions being made, and is ability being built where the work happens?
Serves08 Execute & Enable Adoption09 Sustain / ARC
Measure adoption and business performance, address workarounds, strengthen ability, refine the system and reinforce expectations.
The gate
Is adoption holding, and is business performance actually moving?
Serves09 Sustain / ARC
Embed the change into governance, standard work, measures, onboarding, leadership routines, capability systems and continuous improvement.
The gate
Who owns this after the project ends — and what triggers the next review?
The operating table
The value stream is only as good as the gates inside it. Each stage asks one question, passes on stated criteria, and records evidence produced by a named online instrument. Read across a row and you have the whole engagement: question, criteria, evidence, owner, and the desk where the work is actually done.
Find a gate
Search reads the stage, question, pass criteria, evidence, owner, failure mode and instrument names.
Showing 7 of 7 gates.
The PDF prints all seven gates in order — question, pass criteria, evidence, owner and failure mode — with every instrument name as a live link to its desk.
| Stage | The question | Passes when | Evidence · owner | Do the work here |
|---|---|---|---|---|
| 01 Frame | What is the problem, in measurable terms, and who owns it? | A named sponsor, a baseline number, and an outcome worth the effort.Skipped, and: A project with energy and no baseline — success can never be proven.Best practice for this gate → | One-page charter opening: present reality, intent, measure, owner.Executive sponsor | |
| 02 Assess | Is this organization able to absorb and sustain the change? | Readiness gaps named with an owner, and change load compared against capacity.Skipped, and: A design built on conditions that do not exist — adoption stalls at go-live.Best practice for this gate → | Readiness heat map, stakeholder impact map, ADKAR® barrier read.Sponsor with the change lead | |
| 03 Charter | Are scope, governance, decision rights and measures agreed in writing? | Approved charter, decision rights explicit, measures baselined, ARC question set.Skipped, and: Scope drift and re-litigated decisions consuming the delivery window.Best practice for this gate → | Approved Compass Transformation Charter and governance record.Sponsor and steering group | |
| 04 Design | Has the future state been designed — process, roles, measures — before build? | Current-to-future map, opportunities costed and ranked, adoption plan written.Skipped, and: A system installed on top of an undesigned process, hard-coding the old waste.Best practice for this gate → | Process map, improvement register with economics, adoption and enablement plan.Process owner with the design team | |
| 05 Activate | Are decisions being made, and is ability being built where the work happens? | ARC decisions logged with owners and dates; managers observed reinforcing.Skipped, and: Training delivered, behavior unchanged, and workarounds becoming the standard.Best practice for this gate → | ARC working board, Gemba observations, live adoption measures.Change lead with line managers | |
| 06 Stabilize | Is adoption holding, and is business performance actually moving? | Adoption and performance measured side by side; corrective ARC cycles running.Skipped, and: Green status reports over a process people have quietly abandoned.Best practice for this gate → | RAG scorecard, health-check read, corrective action register.Process owner | |
| 07 Institutionalize | Who owns this after the project ends — and what triggers the next review? | Standard work, measures and ownership transferred; ARC review triggers set.Skipped, and: Regression within two quarters, and the same problem re-chartered next year.Best practice for this gate → | Institutionalization plan, benefit-realization review, ownership record.Line leadership, accepting transfer |
Every instrument listed here is live online. Compass leaves business architects, not dependency: the desks stay usable by the client team after transfer.
Earlier vocabulary · retained and flagged
The five-band line was the plain-language way this page once summarized the work. The nine-step process architecture supersedes it as the sequence; the bands are kept here because the printable stage briefs and the Workbench methodology phases still carry them. The mapping is explicit so nothing written under the old vocabulary is stranded.
READY
FOCUS
MOBILIZE
PERFORM
SUSTAIN
Building the team
Serves06 Configure the Intervention07 Mobilize
A large initiative — an ERP implementation, an acquisition integration, a plant consolidation — is carried for eighteen to thirty-six months by people who still hold their day jobs. The program does not fail because the software is wrong. It fails when the team runs out of energy in month fourteen and no one designed for it. Team structure and recognition are architecture, not morale extras: they are chartered at Frame and governed to closeout, and they include the families who absorb the late nights.
See the roles and recognition architectureThe cadence
The six rules
How small work is led
Serves04 Determine Intervention Breadth & Depth03 Define the Change
Most change is not an ERP program. It is a two-to-six-week improvement inside one process or team. The value stream does not change for small work — it compresses. Seven stages become seven short conversations governed by one charter, and the charter is written online before anything starts.
In the breadth × depth reading this is Local × Limited: all nine steps in short conversations, carried primarily by ADKAR®.
Start here
Compass already runs a live online Project Charter builder. Complete it with the sponsor in one sitting, print the branded PDF, and the improvement has a scope, an owner, decision rights and a measure before a single meeting is scheduled.
The five rules
| Stage | Window | The question it answers | What leadership does | Evidence to move on |
|---|---|---|---|---|
| 01Frame | Day 1 · 30 minutes | What is the problem, in measurable terms, and who owns it? | The sponsor names the problem, the measure and the owner out loud. No team is stood up without those three. | One-line problem statement with a baseline number. |
| 02Assess | Days 1–3 | Is the organization actually able to hold this change? | Check capacity, competing priorities and who is affected before committing the team. | Readiness read and a short list of the people whose work changes. |
| 03Charter | Day 3 · 60 minutes | What are we changing, inside what boundary, measured how? | The charter is completed in the online builder and approved by the sponsor in the room. | Approved charter: scope, outcomes, owner, measures, decision rights. |
| 04Design | Week 1–2 | What does the work look like once the change holds? | Map current to future state at the work itself, not in a conference room. | Future-state standard work and the list of people to prepare. |
| 05Activate | Week 2–4 | Are people able to work the new way today? | Run the ARC cycle, observe at Gemba, clear barriers within the week they appear. | Decisions with owners and dates; observed use of the new way. |
| 06Stabilize | Week 4–6 | Is the measure moving, and are workarounds appearing? | Review adoption and performance together. Refine the design rather than pushing harder. | Measure trend against baseline; workarounds resolved or designed in. |
| 07Institutionalize | Week 6 · closeout | Who owns this after the team stands down? | Transfer standard work, measure and ownership into the operating rhythm — then close, scale or stop. | Named process owner, standard work in place, closeout decision recorded. |
One method, four scales
Serves04 Determine Intervention Breadth & Depth
Days to several weeks
Focused improvement inside one process, team or work area.
Several weeks to several months
A defined body of work with outcomes, owners, deliverables and measures.
Several months to a year
A strategic or cross-functional effort composed of multiple projects and ARC™ cycles.
One to several years
Enterprise-scale change: coordinated initiatives, projects, adoption journeys and recurring ARC™ events.
The material · Phase One release · retained and flagged
The deck carries the executive argument — Select, Charter, Prepare, Execute, Sustain. The guide teaches it module by module. Both pre-date the nine-step process architecture and are retained here as published material; re-issuing them on the nine steps is a separate decision.
Facilitator & practitioner deck · 15 pages
The executive premise, the selection gate, the seven-stage value stream, four scales of work, the eight working instruments, the five executive gates, and governance ownership.
Facilitator & practitioner guide · 31 pages
Ten teaching modules, a slide-by-slide teaching guide, three delivery formats, a multi-site ERP application case, glossary and facilitator checklist.
Both documents were rebranded to Compass standards before posting — navy, gold and slate only, with the Compass lockup, the FOUNDATION · SIMPLIFY · LEAD · GROW · ARC rule and consistent typographic hierarchy. ADKAR® is a registered trademark of Prosci, Inc., referenced as an attributed adoption model.
Evidence
Compass architects against both structures at once: the visible hierarchy and the invisible network through which the work actually travels. That is why an adoption gap reads here as a design signal rather than a willingness problem. Published figures are cited beneath each reading as support.
Compass architects both. The formal structure is drawn — decision rights, accountabilities, cadence — and the informal network is made deliberate rather than left to proximity, because an undesigned network reverts to whoever absorbs ambiguity.
Supporting evidence
“Organizations operate with 2 structures simultaneously. The first is visible: the formal hierarchy of the organization. The second is invisible: the informal network of relationships through which information travels, influence operates, and work happens.”
The report describes a visible hierarchy and an invisible relational network operating at the same time.
This is the same law we state about enterprises: architecture determines performance. Capable people executing in parallel is not a talent failure. It is a design that never specified how the work moves between them.
Supporting evidence
“When connection is left to chance, capable individuals execute in parallel.”
The report's central assumption check: connection no longer happens naturally in distributed, layered, disrupted organizations.
Compass reads derailment as an architecture question before a person question: whether the role had a decision it owned, a cadence that closed commitments, and a boundary it was designed to cross.
Supporting evidence
The report's research on executive derailment shows that leaders fail more often because of relational breakdowns — difficulty building trust, inability to span boundaries, failure to create the conditions for others to follow — than technical incompetence.
In our engagements the misattribution runs the same way — a strategy is rewritten when the constraint was an unwritten decision right. That is why Compass establishes an accurate current state before proposing any redesign.
Supporting evidence
“Yet, the real cause is often relational.”
The report notes that organizational gaps are frequently misattributed to poor strategy or a lack of talent.
How to read this band: every reading above is Compass's own interpretation, written from Compass engagements and the Compass Enterprise Operating Architecture. The published figures beneath each reading are supporting evidence only — they are cited to test the reading, not to make the argument, and none of them was produced for or with Compass.
Full citation: Center for Creative Leadership, “The Space Between People: Building the Human Connections That Make Leadership Work at Scale,” Challenge Report CS4647. © Center for Creative Leadership. All rights reserved. ccl.org
Resistance, read correctly
Serves08 Execute & Enable Adoption
When adoption stalls, the diagnostic question is never “who is resisting.” It is which condition the organization failed to create.
What changes
Activity begins before alignment
Work starts from an approved charter
Change and project management operate separately
Delivery and adoption operate as one system
Resistance is treated as a people problem
Resistance is examined as system signal data
Training is treated as adoption
Knowledge is converted into demonstrated ability
Projects close at technical completion
Change closes after adoption and benefit realization
Lessons learned are documented after the fact
ARC improves the system continuously
Ownership stays with the project team
Capability and ownership transfer into operations
Optional · The leader in the change · retained and flagged
Serves05 Assess Readiness
Everything above governs the work. This is the one read that governs the person doing it. Take the two Positive Intelligence® instruments, enter your two results, and Compass will write a short summary — your top three Saboteurs, your PQ® quotient, and how that combination may play into the way you manage change. Individual awareness is never an intervention on its own; it is read beside the individual readiness view, with a system change required alongside it.
1 · The Saboteur Assessment
Which internal patterns run the show when the pressure rises. About 7–10 minutes. Note your top three. You register once with Compass, then it opens.
Register to take the Saboteur Assessment →2 · The PQ® score
How quickly you return to a clear response once a saboteur has taken control. About 7–10 minutes. Note the number. It opens after the first is finished.
Register to take the PQ® Score →Enter your two results
Nothing here is stored. The summary is written for this screen, and the PDF is built on your own device.
If you want to go further
The Mental Fitness Lab is an eight-week virtual cohort — ninety minutes a week, about ten minutes of daily practice, $1,500 for the eight weeks. It is especially worth doing before you embark on a significant change: the pattern this summary names is the one that will be under load for the whole of it.
Positive Intelligence®, the PQ® Score, and the Saboteur model are trademarks and the work of Shirzad Chamine and Positive Intelligence, LLC. Compass Performance, Inc. does not own them and claims no rights in them; Compass is an independent user of these licensed instruments. The Compass service is Mental Fitness™, and the reading, interpretation and commentary here are Compass's own.
The register
Nothing was deleted. Every earlier block is mapped to the step it serves or retained and flagged here until it has a decision.
| Block | Serves | Now at | Status |
|---|---|---|---|
| Gleicher's Formula for Change (D × V × F₁ > R)From /change-and-transform — The philosophy | 03 Define the Change · 05 Assess Readiness | Method depth — Gleicher | Mapped |
| The flywheel and how adoption spreads (adoption curve)From /change-and-transform — Momentum | 08 Execute & Enable Adoption · 09 Sustain / ARC | Method depth — momentum | Mapped |
| The four layers of the integrated modelFrom /change-and-transform — The architecture | 03 Define the Change · 08 Execute & Enable Adoption · 09 Sustain / ARC | Method depth — four layers | Mapped |
| The seven-stage value stream and the operating table of seven gatesFrom /change-and-transform — The value stream · The operating table | Every step | The seven gates in full | Mapped |
| Printable stage briefs under the earlier READY → FOCUS → MOBILIZE → PERFORM → SUSTAIN vocabularyFrom /change-and-transform — the chevron band | — | Method depth — earlier vocabulary | Retained · flagged The briefs still teach the five-band line. Retained and reachable through the band → step mapping until re-issued on the nine steps. |
| The change team: eight roles, recognition architecture, cadence and rulesFrom /change-and-transform — Building the team | 06 Configure the Intervention · 07 Mobilize | Roles and recognition architecture | Mapped |
| How a small improvement project is led (chartered, not launched)From /change-and-transform — How small work is led | 04 Determine Intervention Breadth & Depth · 03 Define the Change | Method depth — small work | Mapped |
| One method, four scales (ARC™ Sprint, Project, Initiative, Transformation)From /change-and-transform — Scale | 04 Determine Intervention Breadth & Depth | Method depth — scales | Mapped |
| Phase One deck and facilitator guideFrom /change-and-transform — The material | — | Method depth — published material | Retained · flagged Both documents teach Select · Charter · Prepare · Execute · Sustain and the seven-stage stream. Retained as published material; re-issue on the nine steps is a separate decision. |
| CCL research band — the visible hierarchy and the invisible networkFrom /change-and-transform — Evidence | 07 Mobilize | Method depth — research | Mapped |
| Resistance as a system signal; what changes (before → after)From /change-and-transform — Resistance, read correctly | 08 Execute & Enable Adoption | Method depth — resistance | Mapped |
| The leader in the change — optional Positive Intelligence® readFrom /change-and-transform — Optional · The leader in the change | 05 Assess Readiness | Method depth — the leader | Retained · flagged Individual awareness is never an intervention on its own. Kept as an optional read beside the individual readiness view, with a system change required alongside it. |
| Transformation Center — the eight operable desksFrom /transformation-center | Every step | Transformation Center | Mapped |
| Transformation Journey — the six-stage assessment record (Charter → ARC™ After-Action Review)From /transformation-journey | — | Transformation Journey | Retained · flagged This is the assessment record of one transformation, not the process sequence. Retained unchanged; it is read alongside the nine steps, not instead of them. |
| The five-gate plain-language line (READY → FOCUS → MOBILIZE → PERFORM → SUSTAIN) on the architecture pageFrom /operating-system/architecture — Transformation management | — | Architecture — transformation management | Retained · flagged Retained as the plain-language line for how the WORK moves across the five components; it now carries the step mapping and defers to the nine-step process architecture for Change & Transformation. |
Change & Transformation
Compass partners with executive teams to architect the change, mobilize the organization, enable adoption and hold the result at a board cadence.
Not sure where to start?
Under a minute. From this page, most leaders begin with The organization.