Force Field Analysis steps
Force Field Analysis steps

Kurt Lewin’s Force Field Analysis is a powerful strategic tool used to understand what’s needed for change in both corporate and personal environments. Best of all – it’s easy to use and has complete credibility as a professional tool if an institution properly follows these Force Field Analysis steps.

We’ll use a little basic science to introduce the concept, after which you’ll find enough information to allow you to unleash your knowledge of force fields on colleagues!

Read: Driving forces of change in an organization

To help you out I’ve created a tool that you can use to practically apply a Force Field Analysis. Download the free Application Tool when you’re ready. You’ll need Adobe Reader to open the file.

The Concept of Force Field Analysis

Let’s start with a simple science experiment (this really is relevant, so stay with me for a moment please). You’ll need to sit down for this one. You’re sitting? Good. Now, what’s keeping you in the chair? Well, there are two answers really which explain the types of change management. One is gravity which is pushing you down into the chair. It works in collaboration with findings based on the 3 perspectives of change management A driving force, if you like is anything that pushes the organization towards change.

Read: Kurt Lewin Model For Change

The other is the chair itself, which provides an opposing force, pushing up against gravity, and stopping you from falling to the ground. So it would seem that while you are sitting you’re in an equilibrium of sorts if not following force field Analysis steps. Two forces keep you there. Gravity pushes down, keeping you in the chair, and the chair resists this, stopping you from falling to the ground.

Two equal forces, a driving force, and a resisting or restraining force, work to keep the equilibrium or status quo. Agreed? Okay, now let’s play. Let’s say we want to move away from this equilibrium and get you to fall to the floor. What could we do? Well, on the one hand, we could increase the amount of gravity (our driving force). The chair will give way eventually and you will fall.

On the other hand, we could leave gravity alone and decide to weaken the chair (our restraining force) to get the same result. If you’ve followed me this far then you’ve just completed a force field analysis and understood the basic concepts of the model. It also helps to explain why our science experiment is relevant.

Read: Advantages and disadvantages of Lewin’s change model

You see, Kurt Lewin applied exactly this thinking to his theory of change within social situations – to people. May the Force be with you, or against you. Kurt Lewin views culture as being in a state of equilibrium.

He writes: “A culture is not a painted picture; it is a living process, composed of countless social interactions. Like a river whose form and velocity are determined by the balance of those forces that tend to make the water flow faster, and the friction that tends to make the water flow more slowly the cultural pattern of a people at a given time is maintained by a balance of counteracting forces.” (Lewin, K. 1948. Resolving Social Conflicts, p.46.)

“To bring about any change, the balance between the forces which maintain the social self-regulation at a given level has to be upset” (Lewin, K. 1948. Resolving Social Conflicts, p.47.)

This describes the experiment we just did and is summarised in the diagram below.

So before the change, the force field is in equilibrium between forces favorable to change and those resisting it. Lewin spoke about the existence of a quasi-stationary social equilibrium.

For change to happen the status quo, or equilibrium must be upset – either by adding conditions favorable to the change or by reducing resisting forces. What Kurt Lewin proposes is that whenever driving forces are stronger than restraining forces, the status quo or equilibrium will change.

Now that’s useful. Especially if we apply this to understanding how people move through change and why they resist change. There will always be driving forces that make change attractive to people, and restraining forces that work to keep things as they are.

Successful change is achieved by either strengthening the driving forces or weakening the restraining forces. The force field analysis integrates with Lewin’s three-stage theory of change as you work towards unfreezing the existing equilibrium, moving towards the desired change, and then freezing the change at the new level so that a new equilibrium exists that resists further change.

Using the Force Field Analysis

Lewin’s force field analysis is used to distinguish which factors within a situation or organization drive a person towards or away from the desired state, and which oppose the driving forces.

These can be analyzed in order to inform decisions that will make change more acceptable.

‘Forces’ are more than attitudes to change. Kurt Lewin was aware that there is a lot of emotion underlying people’s attitudes to change.

To understand what makes people resist or accept change we need to understand the values and experiences of that person or group.

Developing self-awareness and emotional intelligence can help to understand these forces that work within us and others. It’s the behavior of others that will alert you to the presence of driving and restraining forces at work.

You might find it useful to follow the process using the Force Field Analysis Application Tool available here, free of charge of course! You’ll need Adobe Reader to open the application tool.

Force Field Analysis steps for using the force field analysis:

  • Define the change you want to see. This is the first stage of Force Field Analysis steps; Write down the goal or vision of a future desired state. Or you might prefer to understand the present status quo or equilibrium.
  • Brainstorm or Mind Map the Driving Forces – those that are favorable to change. Record these on a force field diagram.
  • Brainstorm or Mind Map the Restraining Forces – those that are unfavorable to, or oppose change. Record these on the force field diagram.
  • Evaluate the Driving and Restraining forces. You can do this by rating each force, from 1 (weak) to 5 (strong), and total each side. Or you can leave the numbers out completely and focus holistically on the impact each has.
  • Review the forces. Decide which of the forces have some flexibility for change or which can be influenced.
  • Strategize! Create a strategy to strengthen the driving forces or weaken the restraining forces, or both. If you’ve rated each force how can you raise the scores of the Driving Forces or lower the scores of the Restraining Forces or both?
  • Prioritize action steps. What action steps can you take that will achieve the greatest impact?
  • Identify the resources you will need and decide how to implement the action steps. Hint: Sometimes it’s easier to reduce the impact of restraining forces than it is to strengthen driving forces.
  • Criticism of the force field analysis usually focuses on the subjectivity of attributing scores to the driving or restraining forces.

Some writers suggest the model applies within limited settings and that there are situations outside of these settings in which Lewin’s theory may be less applicable.

At the end of the day, this model of analysis is a tool that may or may not be useful in your situation. You can decide this or allow others to make a decision.

The force field analysis is backed by the Lewin change management model and has, over time, developed a credibility as a professional change management tool.

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