30  Organization Development and Change

30.1 What is Organisation Development?

Organisation Development (OD) is a planned, systemic, long-range effort to improve an organisation’s effectiveness and health through interventions in its processes, using behavioural-science knowledge. The discipline grew out of the human-relations movement, the T-group work of Kurt Lewin and the National Training Laboratories (NTL) at Bethel, Maine in the 1940s and ’50s.

Wendell French and Cecil Bell, who wrote the standard OD textbook, define OD as “a long-term effort, led and supported by top management, to improve an organisation’s visioning, empowerment, learning, and problem-solving processes, through an ongoing, collaborative management of organisation culture — with special emphasis on the culture of intact work teams and other team configurations — using the consultant–facilitator role and the theory and technology of applied behavioural science, including action research” (frenchbell1999?).

Richard Beckhard’s classic compact definition: OD is “a planned, organisation-wide effort, managed from the top, to increase organisation effectiveness and health, through planned interventions in the organisation’s processes, using behavioural-science knowledge” (beckhard1969?).

TipThree Working Definitions
Author Definition What it foregrounds
Richard Beckhard “A planned, organisation-wide, top-led effort to increase effectiveness and health, through interventions in processes, using behavioural science.” Planned, system-wide
Warren Bennis “A response to change, a complex educational strategy intended to change the beliefs, attitudes, values and structure of organisations so that they can better adapt to new technologies, markets, challenges and the dizzying rate of change itself.” Adaptation
French & Bell “Long-term, top-led effort to improve visioning, empowerment, learning and problem-solving — with special emphasis on team culture, action research, and a consultant-facilitator role.” Process

30.1.1 Characteristics of OD

TipSix Characteristics of OD
Characteristic Meaning
Planned change OD is intentional, not reactive
System-wide The whole organisation, not a single department
Long-range Months to years, not weeks
Top-management supported Cannot succeed without sponsorship
Behavioural-science based Draws on psychology, sociology, anthropology
Action-research method Diagnose → act → evaluate → re-diagnose

30.2 Lewin’s Foundations: Force-Field and Three-Step Model

Kurt Lewin is the father of OD and planned change. Two of his contributions are the most-tested ideas in this topic.

30.2.1 Force-field analysis

Every situation is a quasi-equilibrium held in place by two opposing sets of forces — driving forces pushing for change and restraining forces resisting it. To produce change, raise the driving forces and / or reduce the restraining forces — and prefer the second (lewin1947?).

TipDriving and Restraining Forces
Type Examples
Driving forces Competition, technology, regulation, leadership push, financial pressure
Restraining forces Fear of unknown, loss of comfort, sunk learning, group norms, vested interests

30.2.2 Three-step model — Unfreeze, Change, Refreeze

flowchart LR
  U[Unfreeze<br/>Create motivation;<br/>discomfort with status quo] --> C[Change / Move<br/>Adopt new behaviour;<br/>learn new skills]
  C --> R[Refreeze<br/>Stabilise the change;<br/>institutionalise]
  style U fill:#FFEBEE,stroke:#C62828
  style C fill:#FFF8E1,stroke:#F9A825
  style R fill:#E8F5E9,stroke:#2E7D32

TipLewin’s Three-Step Model
Step What it does Tools
Unfreeze Create motivation to change; reduce restraining forces Communication, burning platform, involvement
Change / Move Develop new attitudes, behaviours, skills Training, role-modelling, structural change
Refreeze Stabilise the change so it sticks Reward systems, new norms, formal policies

A modern critique — Schein’s contribution — added that unfreezing itself involves survival anxiety + learning anxiety, and the leader’s job is to make survival anxiety greater than learning anxiety (schein2010?).

30.3 Kotter’s Eight-Step Change Model

John Kotter’s Leading Change (1996) is the most-cited modern change framework (kotter1996?):

TipKotter’s Eight Steps for Leading Change
# Step What happens
1 Establish a sense of urgency Make the case for change vivid
2 Form a guiding coalition A cross-functional, credible leadership team
3 Develop a vision and strategy Clear, brief, sticky
4 Communicate the vision Repeatedly, in many channels
5 Empower broad-based action Remove obstacles, change systems
6 Generate short-term wins Visible early results to build momentum
7 Consolidate gains and produce more change Don’t declare victory too soon
8 Anchor new approaches in the culture Make the change “the way we do things”

Steps 1–4 unfreeze, 5–6 change, 7–8 refreeze — Kotter is the operationalisation of Lewin.

30.4 Other Change Frameworks

TipFive More Change-Management Frameworks
Framework Authors Idea
7-S McKinsey (Pascale, Athos, Peters, Waterman) Strategy, Structure, Systems, Shared values, Style, Staff, Skills must align
ADKAR Prosci (Hiatt) Awareness → Desire → Knowledge → Ability → Reinforcement (individual-level)
Bridges’ Transition Model William Bridges Change is external; transition is internal: Ending → Neutral Zone → New Beginning
Burke-Litwin Burke & Litwin (1992) Causal model linking 12 factors of change
Beckhard’s Change Formula Beckhard C = D × V × F > R: change happens when Dissatisfaction × Vision × First-steps > Resistance

The Beckhard formula is a useful diagnostic — if any of D, V, or F is zero, change will not happen.

30.5 Resistance to Change

Resistance is normal and frequently productive. Robbins lists individual and organisational sources (robbinsjudge2018?):

TipSources of Resistance to Change
Family Examples
Individual Habit, security, economic factors, fear of the unknown, selective information processing
Organisational Structural inertia, group inertia, threat to expertise, threat to power relationships, threat to resource allocations

Kotter and Schlesinger’s classic six tactics for managing resistance:

TipKotter & Schlesinger — Six Tactics for Resistance
Tactic Use when
Education and communication Lack of information; misinformation
Participation and involvement Initiator lacks key information; resisters have power
Facilitation and support Adjustment problems
Negotiation and agreement A group with significant power will lose out
Manipulation and co-optation Other tactics will not work or are too costly
Explicit and implicit coercion Speed essential; resistance must end quickly

30.6 OD Interventions

OD interventions are the tools OD practitioners use. French and Bell classify them by target — individual, dyad, team, intergroup, organisation (frenchbell1999?).

TipOD Interventions — by Target
Target Common interventions
Individual Coaching, T-group / sensitivity training, life and career planning
Dyad / Triad Third-party peace-making (Walton); role analysis technique
Team Team building, role negotiation, role analysis, gestalt OD
Intergroup Confrontation meetings, intergroup team building
Organisation-wide Survey feedback, large-scale interactive events, Search Conferences (Emery & Trist), Future Search (Weisbord), Open Space (Owen), World Café, Appreciative Inquiry (Cooperrider)
Structural Quality of Work Life (QWL), MBO, job redesign, total quality management, parallel structures

30.6.1 Action research

The action-research model is the most-tested OD process model. Originally Lewin’s, refined by French and Bell:

  1. Problem identification
  2. Consultation with a behavioural-science expert
  3. Data gathering and preliminary diagnosis
  4. Feedback to client / group
  5. Joint diagnosis
  6. Joint action planning
  7. Action
  8. Data gathering after action
  9. Feedback → next cycle

Action research is cyclical — diagnose, act, evaluate, re-diagnose — which makes OD an ongoing effort rather than a one-shot project.

30.6.2 Appreciative Inquiry

David Cooperrider’s Appreciative Inquiry (1987) — a positive-psychology variant of OD that asks “what is working?” rather than “what is wrong?” The 4-D cycle: Discovery → Dream → Design → Destiny (cooperrider1987?).

30.7 OD vs Change Management

TipOD vs Change Management
Feature OD Change Management
Focus Long-term, systemic, cultural Specific change project / programme
Approach Behavioural-science based, participative Project-management based
Time horizon Months to years Weeks to months
Owner OD consultant + line Project manager + sponsor
Tools Interventions, action research PM toolkit + people-side tools (ADKAR)

In practice, the two converge — modern change management programmes draw heavily on OD interventions.

30.8 Practice Questions

Q 01 Lewin Easy

Lewin's three-step change model consists of:

  • APlan, Do, Check
  • BUnfreeze, Change, Refreeze
  • CDiagnose, Intervene, Evaluate
  • DForm, Storm, Norm
View solution
Correct Option: B
Lewin's classic three-step: Unfreeze → Change / Move → Refreeze.
Q 02 Kotter Medium

In Kotter's eight-step model, the first step in leading change is:

  • AForm a guiding coalition
  • BEstablish a sense of urgency
  • CCommunicate the vision
  • DAnchor change in culture
View solution
Correct Option: B
Kotter's first step is establishing a sense of urgency. The eighth and final is anchoring in culture.
Q 03 Beckhard Formula Medium

Beckhard's change formula C = D × V × F > R says change occurs when:

  • ADissatisfaction × Vision × First steps exceed Resistance
  • BDirection × Velocity × Force exceed Risk
  • CDiscipline × Values × Focus exceed Reluctance
  • DDemand × Vendor × Funds exceed Restraint
View solution
Correct Option: A
Dissatisfaction with the present, Vision of the future, and First steps in that direction must together exceed Resistance. If any term is zero, change won't happen.
Q 04 7-S Medium

The McKinsey 7-S framework includes which of the following soft elements?

  • AStrategy, Structure, Systems
  • BShared values, Style, Staff, Skills
  • CSales, Stocks, Suppliers
  • DStandards, Schedules, Scorecards
View solution
Correct Option: B
The hard 3-S: Strategy, Structure, Systems. The soft 4-S: Shared values, Style, Staff, Skills.
Q 05 Action Research Medium

Action research, the foundational OD process model, is:

  • AA one-shot diagnostic exercise
  • BA cyclical process — diagnose, act, evaluate, re-diagnose
  • CA type of corporate audit
  • DA union-management negotiation method
View solution
Correct Option: B
Action research, originally Lewin's, is the cyclical diagnose-act-evaluate-re-diagnose process — what makes OD ongoing.
Q 06 Appreciative Inquiry Medium

Appreciative Inquiry, a positive-psychology approach to OD, is associated with:

  • AKurt Lewin
  • BDavid Cooperrider
  • CJohn Kotter
  • DWendell French
View solution
Correct Option: B
David Cooperrider's 1987 work; the 4-D cycle is Discovery → Dream → Design → Destiny.
Q 07 Resistance Medium

Kotter and Schlesinger's six tactics for managing resistance to change include:

  • AEducation and communication
  • BParticipation and involvement
  • CNegotiation and agreement
  • DAll of the above
View solution
Correct Option: D
Their six tactics: education & communication, participation & involvement, facilitation & support, negotiation & agreement, manipulation & co-optation, explicit & implicit coercion.
Q 08 ADKAR Medium

The ADKAR change-management model — focused on the individual's transition — stands for:

  • AAwareness, Desire, Knowledge, Ability, Reinforcement
  • BAudit, Design, Kick-off, Action, Review
  • CAnalyse, Develop, Know, Apply, Refresh
  • DAdapt, Direct, Know, Act, Reflect
View solution
Correct Option: A
Prosci's ADKAR: Awareness, Desire, Knowledge, Ability, Reinforcement — the five sequential phases an individual must move through for change to stick.
ImportantQuick recall
  • OD = planned, system-wide, top-led, behavioural-science-based effort to improve effectiveness through interventions in processes (Beckhard).
  • Lewin: father of OD. Force-field analysis; three-step model Unfreeze → Change → Refreeze.
  • Kotter’s 8 steps: urgency → coalition → vision → communicate → empower → short-term wins → consolidate → anchor.
  • Other models: McKinsey 7-S, ADKAR (Prosci), Bridges’ transitions, Burke-Litwin, Beckhard’s formula C = D × V × F > R.
  • Resistance: individual + organisational sources. Tactics (Kotter & Schlesinger): education, participation, facilitation, negotiation, manipulation, coercion.
  • OD interventions by target: individual / dyad / team / intergroup / organisation / structural. Process: action research cycle.
  • Appreciative Inquiry (Cooperrider): 4-D — Discovery → Dream → Design → Destiny.