Force Field Analysis
Analyzing the Pressures For and Against Change
Some people struggle when they have tough decisions to make. They hash through the pros and cons, and agonize over making the right call.
When you're making difficult or challenging decisions, it pays to use an effective, structured decision-making technique that will improve the quality of your decisions and increase your chances of success. Force Field Analysis is one such technique and, in this article and in the video, below, we'll explore what it is and how you can use it.
Watch this video to find out how you can use Force Field Analysis when weighing up decisions.
About the Tool
Force Field Analysis was created by Kurt Lewin in the 1940s. Lewin originally used it in his work as a social psychologist. Today, however, it is also used in business, for making and communicating go/no-go decisions.
The idea behind Force Field Analysis is that situations are maintained by an equilibrium between forces that drive change and others that resist change, as shown in figure 1, below. For change to happen, the driving forces must be strengthened or the resisting forces weakened.
Figure 1 – Force Field Analysis
The tool is useful for making decisions by analyzing the forces for and against a change, and for communicating the reasoning behind your decision.
How to Use the Tool
To carry out a Force Field Analysis, use a blank sheet of paper or a whiteboard, or download our worksheet and follow these five steps.
Step 1: Describe Your Plan or Proposal for Change
Define your goal or vision for change, and write it down in a box in the middle of the page.
Step 2: Identify Forces For Change
Think about the kinds of forces that are driving change. These can be internal and external.
Internal drivers could include:
- Outdated machinery or product lines.
- Declining team morale.
- A need to increase profitability.
Your external drivers could include:
- A volatile, uncertain operating environment.
- Disruptive technologies.
- Changing demographic trends.
It's important to identify as many of the factors that will influence the change as you can. Where appropriate, involve other people, such as team members or experts in your organization.
The following questions may help you to identify forces that will influence the change:
- What business benefit will the change deliver?
- Who supports the change? Who is against it? Why?
- Do you have the resources to make the change work?
- What costs and risks are involved?
- What business processes will be affected?
When you've identified the forces that are driving change, add them to the left-hand side of your Force Field Analysis.
Step 3: Identify Forces Against Change
Now brainstorm the forces that resist or are unfavorable to change.
Internal resistors and restrainers could include:
- Fears of the unknown.
- Existing organizational structures.
- "That's not how we do it here" attitudes.
External factors might be:
- Existing commitments to partner organizations.
- Government legislation.
- Obligations toward your customers.
Now add the forces against change to the right-hand side of your Force Field Analysis.
Step 4: Assign Scores
Next, score each force, from, say, one (weak) to five (strong), according to the degree of influence each one has on the plan, and then add up the scores for each side (for and against).
For a visual representation of the influence that each force has, draw arrows around them. Use bigger arrows for the forces that will have a greater influence on the change, and smaller arrows for forces that will have a weaker influence.
By now, your Force Field Analysis should look something like the example in figure 2, below.
Figure 2 – Example Force Field Analysis
Step 5: Analyze and Apply
Now that you've done your Force Field Analysis, you can use it in two ways:
- To decide whether or not to move forward with the decision or change.
- To think about which supportive forces you can strengthen and which opposing or resisting forces you can weaken, and how to make the change more successful.
If you had to implement the project in the example above, the analysis might suggest a number of changes that you could make to the initial plan. For instance, you could:
- Train staff to minimize their fear of technology. The +1 cost of training increases "Cost" to -4 but the -2 benefits reduce "Staff fearful of new technology" to -1.
- Show staff that change is necessary for business survival. This new, +2 force supports the change.
- Show staff that new machines would introduce variety and interest to their jobs. This new, +1 force also supports the change.
- Raise wages to reflect new productivity. The +1 cost of raising wages takes "Cost" to -5, but the -2 benefits reduce "Loss of overtime" to -1.
- Install slightly different machines with filters that eliminate pollution. The -1 benefit of the new machines eliminates "Impact on environment" as a force against change.
These changes would swing the balance from 11:10 (against the plan), to 13:8 (in favor of the plan).
Some factors, where you need absolute certainty in order to make a good decision, don't fit well with this approach. Considerations that affect people's health and safety, for example, aren't suited to Force Field Analysis. Be sure to deal with these appropriately, whatever the outcome of your analysis.
Bear in mind that, while Force Field Analysis helps you to understand the impact of different factors on your decision or change, it can be subjective. If you're making an important decision, using it alongside other decision-making tools such as Decision Matrix Analysis, Decision Tree Analysis, and Cost/Benefit Analysis will help to reinforce the quality of your decision.
Don't underestimate how much work a Force Field Analysis can involve. We've used a simple example here, but there will be many factors that you'll need to consider for complex decisions and changes.
Force Field Analysis helps you to think about the pressures for and against a decision or a change. It was developed by Kurt Lewin.
To carry out a Force Field Analysis, describe your plan or proposal in the middle of a piece of paper or whiteboard. Then list all of the forces for change in a column on the left-side, and all of the forces against change in a column on the right-side.
Score each factor, and add up the scores for each column. You can then decide whether or not to move forward with the change.
Alternatively, you can use your analysis to think about how you can strengthen the forces that support the change and weaken the forces opposing it, so that the change is more successful.
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