Skip to main content
. 2003 Apr;38(2):751–776. doi: 10.1111/1475-6773.00143

Table 1.

Factors and Levels Used in the Survey and Bayesian Model

Factor Levels

Factor Highest Rating Middle Rating Lowest Rating
Exploration of problem and customer needs • Team talked to many customers to understand problem. • Team experienced problem firsthand and knows it well. • Team has neither experienced problem firsthand nor talked with customers. They have no data proving problem severity.
• Personally experienced customer need. • Have no data to prove severity.
• Have data on severity. • Did not involve customers.
Change agent prestige, commitment, and customer focus • Change agent is committed to making project a success. • Sees the project as a job and is being a good soldier. • Does not support this project and is just going through the motions.
• Has power and prestige. • Has little power; has potential. • Has no power or prestige.
• Respects values of staff. • Respects values of staff.
Source of ideas • Key solution ideas came from outside the organization. • Solution was based on successful models in other organizations. • No attempt was made to learn from experience of other organizations.
• Solution was then tailored to this organization. • However, there was little tailoring to this organization' situation.
Funding • Leaders committed money to support both problem solving and implementation. • Either no money was needed or external source of funds was found. • No money was committed and no external source is available.
Advantages to staff and customers • Parties involved clearly understand the solution, feel it has many more advantages than disadvantages, and meets their needs well. • The parties don't understand the solution and don't see its advantages or disadvantages or how it meets their needs. • Clearly understand the solution, but believe it doesn't meet their needs and has fewer advantages than disadvantages.
Radicalness of design • New process fits in with current philosophy and operation. • New process seems very unconventional. • New process seems unconventional to this organization and the industry as a whole.
• Not a radical departure. • Nothing like it in this organization.
Flexibility of design • Proposed solution can (without hurting effectiveness) be easily modified to make it more appropriate for the setting. • Design can be modified and still be effective, but it will be difficult (either for political or technical reasons). • Design is very difficult to modify without hurting its effectiveness.
Mandate • Leaders assigned a change agent, thought about the project carefully, clearly described the need and task, and set high performance expectations. • Leaders initiated the project, assigned the change agent, but didn't clearly define need, task, or expectations. • Leaders opposed the project from the start.
Leader goals, involvement, and support • Regularly involve/inform leaders. • Regularly involve/inform leaders. • Solution conflicts with leadership goals.
• Solution helps meet their goals. • Leader goals not met by solution. • Some leaders state opposition and are working to defeat.
• Managers spend time and resources to support. • Leaders endorse project but are not spending time or resources.
Supporters and opponents • Supporters will gain much more than opponents will lose if the project succeeds. • Opponents and supporters are about equal in what they stand to lose or gain. • Opponents stand to lose much more than supporters stand to gain.
Middle manager goals, involvement, and support • Regularly involve/inform managers. • Regularly involve/inform managers. • Solution conflicts with middle manager goals.
• Solution helps meet their goals. • Their goals not met by solution. • Some are working to defeat the project.
• Managers spend time and resources to support. • While they don't oppose it, they don't actively support it either.
Tension for change • Staff hate current situation and believe change is essential. • Most feel no need to change, but a few very influential members feel change is essential. • Staff feel no need to change.
• They feel they have more to lose than to gain with new process.
Staff needs assessment, involvement, and support • Team knows staff needs • Staff leaders believe project doesn't meet their needs. • Staff leaders believe project conflicts with its needs.
• Solution meets some of the needs. • They won't actively support or oppose it. • They will fight the new process.
• Staff wants solution.
Evidence of effectiveness • Concrete evidence exists that the new process worked well in an organization like this one. • No strong evidence that the new process will work, but experts believe it will work. • Strong evidence that the new process failed when tried in organizations like this one.
Complexity of implementation plan • Implementation plan is very simple; all understand it. • Plan is complex but everyone understands it. • Plan is vague and complex.
• Implementation schedule and task assignments are detailed and clear. • Schedule and tasks are carefully designed and clear. • Schedule and task assignments are not clear.
• A pilot test was conducted. • No pilot test was conducted.
Work environment • Leader roles, organization structure, incentives, and staffing already support the change well. • Roles, organization structure, incentives, and staffing were modified to support the change. • Leader roles, organization structure, incentive systems, and staffing are not set up to support the change.
• Changes have not been tested.
Monitoring and feedback • A specific method exists to get honest staff and customer feedback and use it to improve the process. • No system to obtain and use staff and customer feedback. • No feedback system exists.
• Data on performance of new process will be collected. • However, organization has culture of open communication with staff. • Communications with staff are strained.
• Will collect performance data. • No process performance data collection is planned.
Staff changes required • Job changes are few and clear. • Some job retraining will be needed. • Many job changes are needed.
• Staff has needed skills. • Protocols training program and materials are difficult to understand. • There will be no protocols, training, materials, or coaching.
• Excellent protocols and training materials were developed. • Coaching is available.
• Coaching is available.