Change Models & Frameworks

The Change Formula (Beckhard–Harris)

The change formula is a diagnostic model, published by Richard Beckhard and Reuben Harris and credited to David Gleicher. It states that change happens only when dissatisfaction with the present, a vision of the future and concrete first steps, multiplied together, outweigh the resistance to change. A zero in any factor stops change.

Quick facts

Originator
David Gleicher (formulation); Richard Beckhard & Reuben T. Harris (publication)
Year / source
1977, Organizational Transitions: Managing Complex Change (2nd ed. 1987)
Type
Equation (diagnostic)
Focus
Organizational and group readiness
Elements
Dissatisfaction (D), Vision (V), First steps (F), Resistance (R)
Best for
Diagnosing why a change is stalling before choosing interventions
Exam relevance
APMG CM Foundation, People & Change (PC0206)
The Change Formula (Beckhard–Harris)D — Dissatisfaction: with how things are now. V — Vision: of what is possible. F — First steps: concrete actions toward the vision. R — Resistance: the perceived cost of changing; D × V × F must be greater than RDDissatisfaction×VVision×FFirst steps>RResistance

Model at a glance

  1. D — Dissatisfaction — with how things are now
  2. V — Vision — of what is possible
  3. F — First steps — concrete actions toward the vision
  4. R — Resistance — the perceived cost of changing; D × V × F must be greater than R

What does the change formula say?

The formula is usually written as D × V × F > R.

  • Dissatisfaction is the felt need to move away from the current state.
  • Vision is a picture of the future clear enough to be attractive.
  • First steps are concrete actions people can take now.
  • Resistance stands for the personal and organizational cost of changing: effort, loss of status, uncertainty.

Beckhard and Harris presented the idea as a way to judge whether a proposed change has enough energy behind it. They credited the original formulation to David Gleicher of Arthur D. Little. The familiar D×V×F>R form was published by Kathleen Dannemiller and Robert Jacobs in 1992.

The change formula is therefore a statement about readiness, not a step-by-step method.

Why are the factors multiplied rather than added?

Multiplication makes each factor a condition, not a contributor. Strong dissatisfaction cannot make up for a missing vision: if people are unhappy but see no credible alternative, the product is still close to zero, and the change stalls or turns into frustration. The same holds for a compelling vision without first steps, which people experience as rhetoric.

An additive reading would suggest that a big push on communication (vision) could offset the absence of practical next steps. The multiplicative reading says it cannot.

The change formula therefore tells a change manager to find the weakest factor first, not to amplify the strongest.

How do you use the change formula to diagnose a stalled change?

At Larchfield Logistics, a new route-planning system has been live for two months, but dispatchers still plan on spreadsheets. A quick diagnosis scores each factor with the people affected:

  1. D: Do dispatchers feel the spreadsheet approach is costing them? (Low: it is familiar and fast for them.)
  2. V: Can they describe what a good day looks like with the new system? (Medium.)
  3. F: Do they know what to do on Monday morning? (Low: training was a one-off demo.)
  4. R: What does switching cost them? (High: double entry during the transition.)

The intervention follows from the weakest factors. Make the hidden costs of the old way visible (D), give hands-on first tasks (F), and remove double entry (lower R). More vision messaging is not the fix.

Used this way, the change formula turns a vague "people are resisting" into specific, fixable gaps.

How can the formula increase motivation for change?

Each factor suggests a lever:

  • Raise D by sharing evidence of the current state's problems, ideally gathered with the people affected rather than announced to them.
  • Sharpen V with concrete descriptions of the future, not slogans.
  • Strengthen F with small, visible early actions and clear ownership.
  • Reduce R by addressing the specific losses people expect: workload, skills, status.

Raising dissatisfaction carries a risk. Pushed too hard and without a credible vision, it produces anxiety instead of motivation. This links to Schein's distinction between survival anxiety and learning anxiety.

The change formula is most useful when its levers are pulled together, not one at a time.

What are the limitations of the change formula?

The formula is a heuristic, not a measured equation. The factors have no agreed units, so "multiplying" them is a metaphor for necessity rather than arithmetic.

The formula also treats resistance as a single cost to be overcome. More recent thinking sees resistance as information: some resistance flags real flaws in the change.

Finally, the formula diagnoses readiness but says nothing about sequencing, roles or sustaining the change. It is usually combined with a process model such as Kotter's or Lewin's.

The change formula is therefore best used as a quick diagnostic lens alongside a fuller approach.

Change formula vs. Force Field Analysis: what is the difference?

Change formulaForce Field Analysis
OriginatorGleicher; Beckhard & HarrisKurt Lewin
FormEquation: D × V × F > RDiagram of driving vs. restraining forces
LogicAll three positive factors are necessary (multiplicative)Forces are weighed against each other (additive balance)
Main useDiagnose readiness and the weakest conditionMap and prioritize forces to strengthen or weaken
OutputWhich factor to work onA list of forces with an action per force

Use Force Field Analysis for a detailed map of forces; use the change formula for a fast "what is missing?" check.

Exam focus

At Foundation level (PC0206) expect recall of the four elements and comprehension of why the factors are multiplied, and of how the formula can be used to increase motivation for change. A common trap swaps "first steps" for "feedback" or "funding", or treats resistance as one of the multiplied factors.

Practise this syllabus area →

FAQ

What do D, V, F and R stand for in the change formula?

D is dissatisfaction with the current situation, V is a vision of what is possible, F is the first concrete steps toward that vision, and R is resistance, the perceived cost of changing. Change is expected only when D × V × F is greater than R.

Who created the change formula?

David Gleicher devised the formula in the 1960s. Richard Beckhard published it with credit to him in 1975, and again with Reuben Harris in Organizational Transitions (1977). It is therefore often called the Beckhard–Harris change formula or Gleicher's formula.

What happens if one factor is zero?

Because the factors are multiplied, a zero in dissatisfaction, vision or first steps makes the whole product zero. However strong the other two are, the change will not overcome resistance until the missing factor is addressed.

Is the change formula the same as Lewin's model?

No. Lewin's three-stage model describes a sequence (unfreeze, change, refreeze), and his Force Field Analysis maps forces for and against change. The change formula is a compact readiness check. It complements both models and replaces neither.

Can the change formula be measured?

Not precisely. Teams sometimes score each factor on a simple scale in a workshop to start a conversation. The numbers are a prompt for discussion, not a valid measurement, and should not be presented as data.

Sources

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