Team Digital Transformation Matrix Template
Originally published: 24/04/2021 07:57
Last version published: 26/10/2023 15:09
Publication number: ELQ-16572-12
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Team Digital Transformation Matrix Template

A 4-box matrix template in PowerPoint to categorise team members in their ability to accept Digital Transformation.

While at Wimi, (team collaboration project management SaaS Software), some of my responsibilities were to help our Customer Success Team succeed. Their objectives are to make sure that the arrival of Wimi enabled our clients to have favourable outcomes from their Digital and Organisational Transformation programs.

One of the ways to assist, was to create customised training programs. The first observation is that in a given team or company, psychological profiles and maturity levels on digital vary. Consequently, it seemed logic to start by "categorising" team members based on their ability to accept change and their maturity with digital tools and challenges.

With my experience in building frameworks, I decided to apply my classic "Matrix" approach to this problem, by creating a matrix with two axis:
- appetite for change
- digital maturity

This leads to 4 boxes, categorising team members:
- Enthusiastic Beginners: High in Appetite for Change, Low in Digital Maturity
=> love when things change or evolve, but don't know much about IT, Digital
- Reactors: High in Appetite for Change, High in Digital Maturity
=> love when their day-to-day job changes regularly, and 100% embrace Digital tools to succeed
- Skeptics: Low in Appetite for Change, Low in Digital Maturity
=> prefer when daily activities remain the same, and prefer using offline tools in general
- Reluctant Geeks: Low in Appetite for Change, High in Digital Maturity
=> 100% love digital, but don't like when things change too much, and prefer to stick to their guns and established victories

The challenge for managers and directors is to assess their team on both of these axis (Appetite for Change, Digital Maturity), so I started exploring what could be the factors contributing to high-scores, and corresponding weights in an overall score

Research led me to take on:
=> For Appetite for Change: Capacity to Accept Novelty (3), Learning Capabilities (2), Capacity to Accept Failure (1), Positivity Level (1).
=> For Digital Maturity: Data Driven Decision Making (2), Persistent Experimentation (2), Feedback Loops (1), Technology Equipment Level (3).

Of course, the choice and weights of these factors can be challenged by your own research or specificities.

The natural output of the model, is then to have adequate training programs arise, customized to for each category:
- Enthusiastic Beginners => Focus on training on the tools associated with the Digital Transformation, taking baby steps with structure and exercises.
- Reactors => Focus on ramping up their ability to "show the way"' to "Reluctant Geeks" (see below), by quickly creating positive outcomes from the new digital organisation. Create content (case studies, podcasts, live events, one on one sessions) with them that can help communicate on the benefits of the change.
- Skeptics => Focus first on how you can help them solve their main pain points, which are often linked to making the work more enjoyable and quicker to execute. Then, introduce the tools enabling them to reach these objectives.
- Reluctant Geeks => Don't try to sell them the Digital Tools (it will be easy for them to use them), but rather the reasons behind their necessity to try new things and change the organisation. Use the "Reactors" as allies to do this. For instance, you can team up a Reactor and a Reluctant Geek.

You can see the output of this Team Digital Transformation Matrix, in the "Wimi context" in the illustration pictures on this page.

Given the success of this framework, I decided to build a universal template other consultants, firms and leaders to use when faced with a similar situation.

The file is 4 editable Microsoft PowerPoint Template Slides (one for 2 to 5 teams, one for 1 team, one for large teams - scatter, and one for large teams - categorisations) with an online or offline 22 step-by-step methodology, with pedagogical illustrations for each step. An editable Excel file to adapt the data points for each team member is included in each PowerPoint slide.

Should you have any questions on using this top tier Digital Transformation Consulting Framework Template slide, you're welcome to reach out to me via Private Message.

Good luck!
- Tim

⭐️ Bundle of 17 Four-Quadrant (2x2) Matrix Framework Templates (including this one):

This Best Practice includes
4 PowerPoint Template Slides - with Case Study and Methodology (22 steps)

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