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September 30, 2025

Leading Through Change: Lessons from James & Lori’s Personal Experiences

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Implementing organizational change is notoriously difficult—nearly two-thirds of all major changes in organizations fail, and studies show that only about 30% of transformations achieve their intended results. Leaders often face the dual challenge of guiding their teams while managing their own reactions to uncertainty, stress, and resistance. Yet, with careful planning, consistent communication, and attention to team dynamics, organizations can successfully implement change and achieve meaningful, lasting results.

How Personal Experiences with Change Shape Lori’s and James’ Approach to Coaching

From personal experiences with significant career changes and the loss of family members, Lori and James know that successfully navigating change requires grounding, the ability to ask for support, and emotional intelligence.

“A big change for us was going into business together. We got lots of support through therapy, coaching, and benchmarking other couples that were in business together before making the transition,” shared Lori. This firsthand experience continues to shape how they guide leaders through change to this day, emphasizing the importance of building a strong foundation before undertaking organizational change.

Together, they work with leaders to create grounding and self-care routines. Lori explained, “… if you're going through a lot of change, you've got to find the place in your life that's stable and grounded. We have assigned simple tasks for clients who were extraordinarily stressed, such as putting their feet in the sand (if they live near the beach) or going barefoot in the grass and then staying present with the feeling of sand (or grass) between their toes. It can be anything that grounds them so that they can stop being in fear mode.” By reconnecting to themselves, leaders are better equipped to navigate the uncertainty and stress that come with major transitions.

Lori and James also emphasize the importance of seeking support and leveraging resources during times of transition. Lori notes, “The strongest, most talented leaders ask for help. They seek out multiple perspectives; they are savvy and smart, and they ask for help. Find a trusted advisor(s) and/or coach to support you. Someone who can listen to and replay your thoughts back to you, and guide you in areas where you are unfamiliar and need support. Leaders need to have stability somewhere in their lives.”

James added that, beyond stability, leaders must cultivate self-awareness and emotional intelligence. “An upset leader… who doesn’t know they’re upset… disrupts the team… the more emotionally intelligent teams that you can put together and the more you can train them in that… the more effective they’re going to be with each other.” In other words, learning to manage emotions is just as critical as managing change, and developing these skills enables leaders to guide their teams more effectively through challenging times.

James and Lori talk about the importance of self-awareness when leading change:


Understanding the Psychology Behind Resistance to Change

Lori and James draw on frameworks, including the SCARF® model and the Wall of Resistance theory, to help leaders understand how a wide range of factors influence reactions to change, and how resistance is a natural part of the process that can be addressed with structured support.

SCARF® Model:

The SCARF® model, developed by David Rock, explains five key social drivers that influence how people respond to change: Status, Certainty, Autonomy, Relatedness, and Fairness. When these needs are perceived as threatened, people naturally resist; however, when they are supported, people are more likely to embrace change.

James and Lori draw on the SCARF® Model to guide leaders through uncertainty. James emphasizes that while certainty may be limited, leaders can provide other forms of stability: “If you can’t give them certainty of the future, what you can give them is something else to anchor into, such as clarity of their role… The path may be murky, but the end goal, the vision, should be very clear.”

Lori explains, “When the brain perceives a threat to status, certainty, autonomy, belonging, or fairness—it triggers stress, because even small uncertainties disrupt our sense of safety.” By understanding and addressing these drivers, leaders can reduce resistance, build trust, and guide teams through transitions more effectively.

SCARF model refined

The Wall of Resistance:

Change leadership expert Rick Mauer reminds us that resistance is often misunderstood. In his research, he found that Fortune 500 executives report that resistance is the primary reason organizational changes fail and that 80% of chief information officers say resistance—not a lack of technical skills or resources—derails technology projects. While these numbers offer insights into challenges with change, Mauer argues that they don’t reveal the whole picture.

The real issue isn’t resistance itself but the way change is led. Leaders often roll out major initiatives in ways that unintentionally lead to “inertia, apathy, or opposition.” For instance, an executive may announce a restructuring set to begin the following week. Employees, who are understandably caught off guard, will often push back in different ways, ranging from “malicious compliance” to open conflict or even sabotage. Leaders, in turn, double down, issuing more demands. This cycle of push and pushback drives costs higher, stretches timelines, and often ends in failure.

Lori and James apply the Wall of Resistance theory by helping leaders understand that resistance is natural and that employees don’t see resistance as defiance, but rather as necessary for their survival. “People resist in response to something. Resistance protects us from harm,” shared Lori. When leaders provide structured support through change, they can help employees feel safe.

Mauer identifies three levels of resistance in his Wall of Resistance theory that leaders must understand:

Level 1: I don’t get it.

Level 2: I don’t like it.

Level 3: I don’t like (or trust you).

Fortunately, leaders can take intentional steps to address these levels of resistance and even turn them into support:

Level 1: Make Your Case. Leaders should take the time to explain why change is needed, using clear and relatable language, before diving into the details of how it will happen.

Level 2: Reduce Fear and Build Excitement. When leaders emphasize the benefits of change to managers and employees, they can reduce fear and even build excitement. It is also essential to be honest about the hard truths surrounding the upcoming change, as this can build trust.

Level 3: Rebuild and Strengthen Relationships. If trust has been broken with misguided change strategies in the past, it is important to rebuild relationships by acknowledging and taking responsibility for past missteps. From there, leaders must follow through on their promises and be open to feedback to rebuild trust and relationships.

By reframing resistance as a natural, protective response rather than a barrier, leaders can better engage their teams. Furthermore, leaders can build trust, strengthen relationships, and increase buy-in for lasting change when they proceed with clarity, honesty, and empathy.

Lead and Influence Change—With Less Stress

At The Heffelfinger Company, coaches draw on advanced education, decades of coaching experience, and the lessons of their own personal journeys to equip leaders with the tools to navigate and influence change with clarity, confidence, and lasting impact. Our tailored leadership coaching helps stabilize organizations during periods of uncertainty, resulting in stronger leaders, healthier organizations, and improved business outcomes.

Connect with The Heffelfinger Company today to discover how our executive coaching model can help you lead more effectively and thrive in the face of change.

Warmly,
James & Lori

James Jackman & Lori Heffelfinger

Source:

Rick Maurer. Resistance to Change – Why it Matters and What to Do About It. https://rickmaurer.com/articles/resistance-to-change-why-it-matters/. Accessed 9/19/2025.

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