Behavioural Change Toolkit
A working toolkit for landing behaviour change in an organisation — built for the person who has to advise senior leaders, not just hold the plan.
It’s designed for the situation most organisations are actually in: a new system, a new way of working, and a culture shift, all at once. These aren’t three programmes. They’re one behaviour problem wearing three hats. The system fails if nobody uses it properly. The process fails if people route around it. The culture never shifts if the first two contradict it.
The one idea this is built on
Stop asking “how do we get buy-in?” Start asking “who needs to do what differently, on Tuesday morning, and what’s stopping them?”
Buy-in is an attitude — slow, invisible, hard to move. Behaviour is observable, specific and changeable, and attitudes tend to follow behaviour rather than precede it. Every tool here forces the conversation down to the level of a named person doing a named thing.
Start with your situation
| If you are… | Go to |
|---|---|
| Right at the beginning, nothing decided | Behavioural Diagnosis Canvas |
| Being asked “what’s the plan?” on Friday | Change on a Page |
| Watching a sponsor drift or go quiet | Sponsor Briefing Pack |
| Hitting resistance you don’t understand | Resistance Decoder |
| Told to “do some comms” as the solution | Myths and Traps |
| Ready to design actual interventions | Intervention Design Worksheet |
| Post-go-live and adoption is sliding | Drift Check — 30/60/90 |
| Needing to tell a leader something they won’t like | Challenging Upward |
The five moves, in order
Each step links to the tool that starts it.
| Move | What it means | Start with |
|---|---|---|
| 1. Diagnose | What behaviour, by whom, and what’s actually blocking it? | Behavioural Diagnosis Canvas |
| 2. Target | Pick the vital few behaviours. Reject the rest out loud. | Target Behaviour Definition |
| 3. Design | Match interventions to the real barrier, not the assumed one. | Intervention Design Worksheet |
| 4. Deliver | Run it small, learn, then scale. Managers do the heavy lifting. | Pilot Design and Experiment Card |
| 5. Sustain | Assume drift. Design for the moment attention leaves. | Embedding and Reinforcement |
Most failed change skips 1 and 3, and does a great deal of 4.
Download
The whole toolkit is also an Obsidian vault — 47 cross-linked notes, templates included. Unzip into any vault folder.
Every tool
Start Here
Orientation, a decision tree, and a default running order.
Frameworks
The models — and a note on when each one is the wrong tool.
- ADKAR — Individual Change — also a stuck-step finder — a specific person or team is stuck and you need to know at which step
- Bridges Transition Model — the change involves loss — of role, status, identity, competence or team
- COM-B and the Behaviour Change Wheel — you need to know why a behaviour isn’t happening before you design anything
- Diffusion of Innovations — deciding who to roll out to first, and who to stop arguing with
- EAST — Easy Attractive Social Timely — you’ve diagnosed the barrier and need practical tactics fast
- Habit Loop and Behavioural Drift — also a drift explainer — adoption spiked then fell, or you’re designing for the long term
- Myths and Traps in Change Management — before you brief anyone senior
- Social Norms and Influence — you need cheap, high-leverage influence and have exhausted the obvious
- Switch — Rider Elephant Path — you need to explain change to a leadership team in three minutes
Diagnose
Find out what’s actually going on before you design anything.
- Barrier Analysis — COM-B Interview Guide
- Behavioural Diagnosis Canvas — also available as an interactive tool that generates your next steps
- Change Readiness Assessment — also a scored interactive version
- Force Field Analysis — also a scored interactive version that builds your sponsor ask
- Resistance Decoder — also an interactive decoder that classifies what you heard
- Stakeholder Map and Power Grid
- Target Behaviour Definition
Plan
Turn a diagnosis into designed interventions.
- Champion Network Playbook
- Change on a Page — also an interactive one-pager builder
- Comms and Narrative Plan
- Intervention Design Worksheet
- Measurement Plan — Leading and Lagging
- Nudge Library
- Pilot Design and Experiment Card
Deliver
Run it, including facilitation run-sheets.
- Manager Conversation Guide
- Objection Handling Bank
- Workshop — Behavioural Diagnosis (90 min)
- Workshop — Design the Nudges (2 hr)
- Workshop — Leadership Alignment (half day)
Sustain
Stop it sliding back.
Advising Senior Leaders
Sponsorship, executive failure modes, and challenging upward.
- Challenging Upward — Scripts
- Executive Failure Modes — also an interactive signal picker
- Leader Behaviour Contract
- Sponsor Briefing Pack — also an interactive briefing builder with Word and PowerPoint output
- The One-Page Board Narrative
Templates
Fill-in templates for tracking behaviours, stakeholders and experiments.
- T — Behaviour Note
- T — Experiment Note
- T — Intervention Note
- T — Stakeholder Note
- T — Weekly Change Log
Reference
Glossary and sources.
Before you brief anyone senior
The “70% of change programmes fail” statistic has no reliable empirical basis and you shouldn’t repeat it. See Myths and Traps in Change Management.