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Client stories

Supporting a digital transformation programme in three stages

CorvaleInvented name

In a major engineering programme, the team rolling out a new design platform was moving from concept to delivery, and things were rocking. We worked with them over a year, in three stages: a retrospective to become one team again, a day of demonstrations so the business could take ownership of the tools, then a half-day in a small group on posture.

Sector
Energy, major industrial engineering programme
Size
Group of several tens of thousands of employees
Format
Three stages over a year
In the room
First the programme’s core team (the client, its integrators and its consultants), then around fifty key business users, then a small group around the sponsor.

Context

  • The team brings together three worlds: business, IT and project management, on both the client and supplier sides.
  • The programme is leaving the concept phase. Friction is growing over planning and priorities, and the team works as client and supplier rather than as one team.
  • Delivery milestones are tight and the business will soon have to adopt the new tools.

The challenge

Get a mixed team moving together again, then help it bring the business on board, without losing the trust built along the way. Each stage had to prepare the next.

The design

Key ideas

  1. Cross pairs for the diagnosis

    At the retrospective, each pair matches an insider with an outsider. Together they name the semester’s achievements and difficulties, and what would help them. The diagnosis belongs to neither side.

  2. “Pulse” moments on the relationship

    Between two workshops, short slots on the quality of exchanges, with an input on nonviolent communication illustrated by situations from the project.

  3. Demos that own their flaws

    For the wider day, every demo owner follows the same structure: a business scenario, the demo, a discussion. They also show what does not work yet. Each visitor chooses in advance what they want to see.

  4. The visit sheet as raw material

    During the demos, each visitor notes what they take away, what surprised them and what it changes for them. In the afternoon, these sheets feed the adoption workshops.

  5. A big picture revealed piece by piece

    For the small group, the programme map is uncovered piece by piece. No one can claim a territory before the whole is visible. The sponsor’s introduction is worked on with him to set the tone.

How the time was used

  • Open
  • Explore
  • Decide
  • Celebrate

Stage 1 · the retrospective

  1. Open

    Sponsor’s opening

    The frame set: authenticity, listening, timing signalled by music.

  2. Explore

    Cross diagnoses

    Insider and outsider pairs: achievements, difficulties, what would help me.

  3. Explore

    Pulse moment

    Quality of relationships, with an input on nonviolent communication.

  4. Decide

    Focus workshops

    Planning, governance, ways of working: two rounds, with rotation.

  5. Decide

    My brick in the wall

    An individual commitment, then a final round of words.

Stage 2 · the demo day

  1. BeforehandOpen

    Choosing your demos

    Everyone ranks their preferences to visit two.

  2. MorningOpen

    Owners’ pitches

    Two minutes each to make people want to come.

  3. Explore

    Demo kiosks

    Two rounds: scenario, demo, discussion, and a visit sheet.

  4. AfternoonDecide

    Adoption workshops

    In small groups, from the sheets: changes, gains, friction, support needed.

Stage 3 · the small group

  1. BeforehandOpen

    Anonymous questionnaire

    Three sources of pride, three stones in the shoe, convictions and doubts.

  2. Open

    The sponsor’s introduction

    A few key messages, including a simple collective contract.

  3. Explore

    The big picture

    Revealed piece by piece, then discussed.

  4. Decide

    What comes next

    Say things openly, align, then change posture.

The seminar in miniature

01Stage 1In plenary

Cross diagnoses

At the retrospective, each pair matches an insider with an outsider: client, integrators and consultants all mixed up. Together they name the semester’s achievements and difficulties, and what would help them. The diagnosis belongs to neither side, and “us and them” fades before the issues are even raised.

The pair’s diagnosis
What we’re proud of
What’s been hard
What would help me
02Stage 1In plenary

Pulse moment

Between two workshops, the team sits in a circle to talk about the relationship rather than the schedule. A short input on nonviolent communication, illustrated with situations from the project itself, gives people words to name tensions without attacking anyone.

03Stage 1In breakout rooms

Focus workshops

Three rooms, three topics that had been rocking the team: planning, governance, ways of working. Two rounds with rotation, so everyone weighs in on two of them. People come out with findings, named tensions and decisions, such as governance cut to two levels and tested for a quarter.

04Stage 1Outdoors

My brick in the wall

Each person writes down, alone, the commitment they are making for the rest of the programme, at their own scale. Then a final round in a circle: everyone says it out loud in front of the whole team, insiders and outsiders alike.

05Stage 2 · morningIn plenary

Owners’ pitches

On demo day, around fifty key business users are in the room. Each demo owner gets two minutes on stage to make people want to come to their kiosk. Visitors have already ranked their preferences beforehand so they can see two.

06Stage 2In plenary

Demo kiosks

Two rounds of visits. Every kiosk follows the same structure: a business scenario, the demo, then a discussion. The owner also shows what does not work yet, and the business asks the real questions. Each visitor fills in a sheet for every demo they see.

The visit sheet

What I take away: …

What surprised me: …

What it changes for me: …

07Stage 2 · afternoonIn breakout rooms

Adoption workshops

In the afternoon, in small groups in the breakout rooms, the visit sheets become the raw material. The business works out what will change for them, the gains, the friction and the support they will need. Debriefs also cover the demos each person did not see.

What the tools change
Changes
Gains
Friction
Support needed

The materials, redrawn

Three stages, three audiences

Retrospective

The core team speaks frankly

Speak frankly
Demonstrations

The wider circle discovers and takes ownership

Align
Small committee

Vision and stance

Change stance
The core team, the wider circle, then a small committee. Headcounts are shown as orders of magnitude, not counted.

The demo visit sheet

My visit sheet

Demo A

  1. 1What I take away
  2. 2What surprised me
  3. 3What it changes for me

Demo B

  1. 1What I take away
  2. 2What surprised me
  3. 3What it changes for me

→ In the afternoon, the sheet feeds the workshops

Redrawn blank. Three questions for each demo visited, which feed the afternoon workshops.

Deliverables and follow-up

  • After the retrospective, a structured report: a summary of the diagnoses, then for each focus the findings, tensions, decisions and actions.
  • Concrete decisions from the first stage: governance cut down to two levels and tested for a quarter, a dedicated team on a blocking issue, a single reference tool for tracking, systematic acceptance criteria.
  • A demo day equipped from start to finish (preference questionnaire, demo structure, visit sheets, debriefs for demos not seen), then a plan for the rest of the year.

What we take away

  • In a mixed team, a diagnosis in cross pairs defuses “us and them” before the issues are even discussed.
  • A demo that owns its limits reassures more than a perfect one. The business then asks the real questions.
  • A multi-stage engagement lets you change format and audience without losing the thread: each stage prepares the next.

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