Build skills and strategies to expand your influence, working with an expert coach and peer cohort to advance your own goals for catalyzing change.
Instructor: TRACEY LOVEJOY, Lovejoy Consulting & Catalyst Constellations
Enrollment: 20 max per session
Schedule: 4 online sessions, February 12, 26 & March 11, 25; 3–5:00 pm Pacific Time
Registration: $500, EPIC Membership required. Terms & FAQ
Calling all Change Agents! Researchers, creators, and innovators excel at identifying opportunities to improve products, processes, and organizations. But discovering a need isn’t enough—too often, significant data and elegant deliverables just don't move the needle.
How do I get people to listen to me? How do I change their thinking? What can I do to compel my team or organization to take action? In this course you’ll develop and practice the skills to maximize your influence and drive change.
Whether you are bringing a human-centered approach to your team, advocating for change on behalf of your customers, or articulating the value of ethnography to different audiences, this course is an extraordinary space to advance your own goals with an expert coach and a small cohort of EPIC peers.
We will explore and expand our own skills and attributes, use an ethnographic lens to evaluate challenges and opportunities of our organizational and professional landscapes, and model strategic communications to maximize our effectiveness. We’ll also evaluate what contributes to “influence” and model pathways to success in the context of our situations and goals.
Your thinking will expand beyond doing great research as we apply our research training to strategically position our work, gain advocates, and drive meaningful change.
In this course you will:
- Learn what makes change agents effective, the challenges they face, and how to overcome these challenges
- Evaluate your own skills and attributes as a change agent, influencer, and communicator
- Evaluate your own professional landscape and what it takes to be valuable and successful in the context of your organization or professional situation
- Model concrete pathways to grow your influence within your own organizational or professional context
- Evaluate the communication and cognitive styles of key co-workers or clients and how you can maximized your influence based on their styles
- Build models for strategic communication to increase your impact
- Network, collaborate, and co-create with a small cohort of catalytic EPIC members
- Receive direct support and feedback from your peers and instructor
How Will You Learn?
This online course was specially designed for EPIC to provide active, live engagement with a small group of participants and an expert instructor. It isn’t cobbled together from cookie-cutter modules or passive webinars—it offers meaningful, relevant learning and connects you to an important network of people and resources. All platforms and tools are accessible from your browser.
Each live session will include an online presentation and group discussion. In addition to these course sessions, participants will have assignments between sessions for which they will be expected to do some light readings; reflect deeply on their personal and professional goals, patterns, beliefs, and contexts; and put insights into action. There is also an option to participate in peer coaching to explore challenges and successes as well as reflect with other EPIC members who have diverse experiences and expertise.
Who Should Take This Course?
This course is designed for practitioners who want to amplify their ability to drive change. It does not directly address research methods or the creation of specific research deliverables; the focus is on building skills to understand and influence the contexts in which your research happens and the organizations and processes your research can change. Your work context should be consistent for the length of this course because the coursework involves a deep exploration of the environment within which you want to have an impact. That doesn’t mean you need to be a full-time employee within an organization; you might be a freelancer or consultant with various clients, or you may want to catalyze change in a context you’ve been involved with in another way. The strategies we will cover will travel with you for life, allowing you to maximize your impact as a change agent in new contexts in the future.
Required coursework includes live, online sessions as well as independent work to be completed between sessions on your own time. The course schedule is designed to be feasible for working professionals, but does require your time, active engagement, and commitment to all of these required components:
- four live, online sessions, two hours every two weeks (schedule below)
assignments to be completed on your own time will include a mix of light reading, reflection, and brief writing exercises (approx 6 hours total)
- Optional: Peer coaching in pairs between sessions
"You should sign up for this course! Tracey has an amazing ability to help you drill into exactly where you're being influential and where you can improve, and then helps you to build a vision for championing change and building influence. She's a warm, empathetic, insightful teacher. In addition to getting to work with Tracey, one of the best aspects of this course is the cohort of like-minded practitioners you'll join in the course and build connections that will carry past the course. I can't recommend it enough."
—Tabitha Steager, UX Research Manager, Workday Analytics
"Tracey's highly interactive course offers thoughtful frameworks for understanding how to communicate, influence, AND stay sane as a change agent. You'll learn the process of affecting change in an organization from the ground up, not only from Tracey, but from other amazing change agents too."
—Ryoko Imai, Senior Research Scientist, Hitachi
Tracey Lovejoy is the co-founder of EPIC, an anthropologist, and a longtime amplifier of Catalysts. For many years she drove innovation at Microsoft by connecting designers and engineers to the needs of their customers and managing teams to catalyze change. Today Tracey is a coach for change makers. She’s supported Catalysts and their teams in wide variety of large organizations, such as Amazon, Facebook, Steelcase, Microsoft, Intel, Vodafone, and Redfin. She also works with individual movers and shakers, entrepreneurs, and small business owners across many industries including healthcare, education, technology, professional services, retail, and food service. Check out her recent articles on the challenges of catalysts, some common mistakes of catalytic leaders, and how to sustain your catalytic energy.
All sessions are 3:00–5:00 pm Pacific Time. NOTE: The Pacific Time Zone is UTC-8 until March 8, and UTC-7 thereafter
SESSION 1: February 12, 3:00–5:00 pm UTC-8
What Does It Mean to Be a Change Agent?
In this session we’ll explore the attributes and skills necessary to be a change agent, the unique challenges we face, and how we can prepare ourselves to overcome those challenges. You will baseline your effectiveness as a change agent and identify how you’d like to grow.
SESSION 2: February 26, 3:00–5:00 pm UTC-8
Maximizing Influence – Part 1
In this session we’ll explore what contributes to “influence”, what it takes to be influential and successful within an organization, and how you can maximize your influence in the context of your organization or situation.
SESSION 3: March 11, 3:00–5:00 pm UTC-7
Maximizing Influence – Part 2
In this session we will deep dive into participants’ organizational and situational contexts, exploring and refining the pathways to impact and influence that you have uncovered.
SESSION 4: March 25, 3:00–5:00 pm UTC-7
In our final sessions we will discuss communication traps that change agents often fall into, increase our awareness of a variety of communication styles, and identify opportunities to improve your communications to maximize your effectiveness.
Who can enroll in EPIC Courses?
What are your cancellation and transfer policies?
If you need to cancel more than 14 days before the start of the course you’ll be refunded 50% of the registration fee. No refunds will be made within 14 days of the start of the course. You may transfer your registration to someone else; the recipient must be an EPIC Member prior to transfer. To request a transfer contact email@example.com
What is an Open Badge?
The badge you’ll receive when you complete an EPIC Course is a verifiable record of the skills and expertise you’ve gained. Our badges are based on the Open Badges accreditation system: “Each Open Badge is associated with an image and information about the badge, its recipient, the issuer, and any supporting evidence. All this information may be packaged within a badge image file that can be displayed via online CVs and social networks.”
Can teams enroll together?
Yes, teams can enroll in courses together if there is space. There is no group discount. If you’re interested in a customized course or training for your team, contact us.
If we didn’t answer your question, please contact us.