Internal proposal · Tema Flanagan

A Change Management Service for Frontier

A change management service designed to run in parallel with Frontier. Covered below: the service structure, the four-dimension framework that drives Phase 2 decisions, the deliverables across each phase, the measurement approach, and the open questions I'm asking for input on.

Setting the frame

The service has two objectives, equally important.

The first is change with a specific destination: helping each client adopt the Frontier tools we're building for them. The second is change resilience: building their ability to keep absorbing change as the technology and the work continue to shift.

Phases 1 and 2 are oriented to the specific destination. Phase 3 is oriented to the long horizon. The whole service is structured around those two objectives, and how each phase serves them.

Recommendation

Every Frontier audit should include a change-readiness interview block, led by me.

The audit team is already inside the firm. I'd add a dedicated interview block focused on leadership readiness and team adoption posture, alongside the existing operational diagnosis. Before the engagement is signed, we already have signal about whether the change will land.

Stage 1 deliverable

The Change Risk Score

A synthesized readiness picture — a score plus a supporting narrative — that surfaces the organizational signals predicting whether the firm will capture the operational ROI the audit identifies.

Delivered as part of the existing Audit. No separate engagement required to produce it.

How it's produced

Inputs and method

Audit team observations from inside the firm, combined with a structured leader interview I conduct as part of the audit visit.

The narrative names the specific risks and the early signals to watch. It also forms the foundation for the Phase 1 work that follows, if the engagement proceeds.

Service map

Three phases, running in parallel with Frontier.

The change management work is a parallel track inside the Frontier engagement, not a separate product. Each phase syncs with what the Frontier team is doing at that point in the client's journey.

Audit · CM interview block
Change-readiness questions inside the existing Audit. Produces the Change Risk Score.
Phase 1 · Intake & structured listening
Runs while Frontier builds. Leader sessions, team interviews, Sentiment Inventory, Team AI Readiness Map, Operating Way document.
Phase 2 · Activation
Runs alongside tool rollout. Facilitated conversations, role evolution plans, influencer activation, leader conversation prep.
Phase 3 · Change stewardship
Extends into the Retainer. Ongoing leadership check-ins, re-assessments, durable change capability.

Each phase syncs with where Frontier is in the client's journey

Phase 1 runs while the Frontier team is building. Phase 2 runs alongside tool rollout. Phase 3 extends into the Retainer relationship, where the work shifts from a defined adoption project to ongoing change capability.

Phase 1

Phase 1 happens while Frontier builds.

Private, high-trust work. Structured leader sessions surface what they actually believe and what they're avoiding. Then leader-endorsed team interviews learn how the change is landing.

The audit gave us operational insight. Phase 1 produces the human insight that determines whether adoption actually happens — what people fear, what they need from leadership, how they see their own roles evolving. Three deliverables come out of this phase. Two are private to leadership. The third is the team-facing document that anchors everything Phase 2 builds on.

Private to leadership

Sentiment Inventory

A written synthesis of what surfaced in the team interviews: fears, hopes, questions, the dynamics that won't surface in groups. Plus the named individuals whose orientation will most shape the engagement.

Private to leadership

Team AI Readiness Map

The team mapped against the four-dimension framework. Drives every Phase 2 decision: who gets activated as an influencer, where the hard conversations are, where role redesign may be necessary.

Team-facing

Operating Way document

Co-authored with the leader. The firm's institutional position on how it operates in an AI-augmented world. Customized to the specific Frontier build. Updated as tools evolve and the work shifts.

The framework

A working tool for mapping each team member during Phase 1 synthesis.

I apply it. The leader reviews it. The team never sees it. The framework surfaces who gets activated as an influencer, where the hard conversations need to happen, and where role redesign may be necessary. Every Phase 2 decision traces back to what this mapping reveals.

Dimension 1

Posture

Their orientation toward AI. Refuser, skeptic, compliant, curious, integrator, or builder. Surfaced through what they say (and don't say) in the interview.

Dimension 2

Craft anchor

Where they derive professional pride. Craft-anchored people are more likely to feel threatened by AI; outcome-anchored people adopt faster. This dimension predicts who will struggle and why.

Dimension 3

Agency

Their level of self-direction. Self-directing, responsive, or hesitant. Tells me who can take an influencer role and who needs to be paired with one.

Dimension 4

Role fit

How the role survives the new operating model — amplified, transformed, at-risk, or sunset. Tied directly to the Frontier tools being built. The most sensitive dimension, because it has career implications.

The first three dimensions come through interview content. Role fit comes from leadership, in collaboration with me — not from the team. That's deliberate. Conversations about whether a role survives need to happen in the right rooms, with the right framing, after we've established trust.

Phase 2

Phase 2 runs alongside tool rollout.

This is the moment the team meets the Frontier tools in their actual workflows. The change management work is what makes that landing successful — and what makes it specific to each client's build. Every activity in Phase 2 references the tools the Frontier team is delivering at the same moment.

Activity

Department facilitated conversations

Structured working sessions inside each department. Surface what's been unspoken, walk through what role evolution looks like in practice, set departmental working agreements. Either I lead these or I prepare department heads to lead them.

Activity

Role evolution plans

Per-role, written. What stops being part of the role, what stays, what's new, what capability is required. Drafted by me, reviewed by the department head, signed off by the leader.

Activity

Internal influencer activation

Identifying the culturally influential team members whose adoption would pull others, then formally empowering them with a real assignment, public cover from leadership, and mechanisms for what they learn to spread.

Activity

Conversation enablement & objection planning

Direct, structured preparation for the specific conversations the leader needs to have. Talking points, anticipated objections, framing language, follow-up guidance. The hardest moments rehearsed before they happen.

Phase 3

Phase 3 shifts from change with a destination to change resilience.

Once the Frontier tools are rolled out and the initial adoption work has landed, Phase 3 keeps the change capability alive. The work is lighter and more rhythmic than Phase 2 — paired with the Frontier Retainer rather than running as its own engagement.

Activity

Monthly leadership check-ins

Ongoing support for the leader as new dynamics emerge and the change capability gets exercised.

Activity

Quarterly re-assessments

Using the four-dimension framework to track how the team is moving and adapting over time.

Activity

Operating Way maintenance

Keeping the document current as tools evolve and the work shifts. The institutional record stays alive.

Not every client will need Phase 3. For some, Phases 1 and 2 deliver the value they need and they'll be ready to operate on their own. Others will see Phase 3 as the most valuable part of the engagement — durable change capability rather than a one-time adoption project. Phase 3 is also where MRR can live.

Measurement & ROI

Measurement is one of the places I'm still working things out.

Change management ROI is hard to measure cleanly. Rather than promising attribution we can't deliver, here are the directions I'm considering — organized by what we'd be measuring at each layer.

Most concrete

Tool adoption

Usage tracking baked into Frontier tools from day one. Department-level workflow integration baselined in Phase 1, measured through Phase 3.

Headline metric

Frontier ROI capture rate

Percentage of the audit's projected operational ROI captured within 12 months. Plus engagement-level outcomes: conversations held, influencers activated, Operating Way usage.

Still being designed

Change resilience

The hardest layer. Indicators I'm considering: leadership change behavior, information flow, adaptation velocity, Operating Way evolution, an 18-month integration test.

Open questions

A few real questions I need this group to weigh in on.

The structure above is the shape I've developed. The questions below are the decisions where your perspective changes the answer. Specific input on either is welcome — anytime.

Open question

Pricing model

  • Standalone line item. Sold separately; Change Risk Score makes the case.
  • Bundled into Frontier. Baked into the engagement, not optional.
  • Pricing variance. Engagement depth flexes with firm size.
Open question

Measurement

  • Headline metric. Is Frontier ROI capture rate the right one to lead with?
  • Change resilience framework. Pick indicators now, or wait until we have engagement reps?
  • Promise level at sale. How firmly do we commit to measurement in the sales conversation?