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Experience Management

Do Your Executives Have the Ambition Necessary For XM Success? Assess It.

Experience Management (XM) programs are ultimately about driving change: change in people’s behaviors, change in operating processes, and change in strategic priorities and investments. But this level of change is never easy. It requires strong, persistent commitment from executives who can help overcome the rampant obstacles and inevitable inertia that set in during any large-scale transformation. 

We’ve seen a lot of senior executives say that they are committed to their organization’s XM efforts, yet many of them don’t provide the necessary level of support throughout the multi-year period that it takes to drive transformation. It’s not that those leaders are insincere, it’s just that they lack a deep belief that XM is critical to their organization’s long-term success. Without this high level of XM ambition, executives’ commitment to XM can wane as they face inevitable shifts in their operating environment.

Since XM ambition ensures ongoing senior leadership support, it represents a necessary ingredient for achieving long-term XM success. The ultimate goal is to combine XM ambition with a systematic approach to embedding XM-centric capabilities across the business, which XM Institute calls the XM Operating Framework (XMOF). The XMOF includes the Competencies needed to drive the change, the Technology to scale the change, and the Culture to nurture the change.

So how can you tell if your senior leaders have the XM ambition necessary to support your XM goals and activities? By taking the XM Ambition Assessment we developed to help XM professionals drive the leadership discussions they need to evaluate – and hopefully secure – the resources and support necessary for long-term program success. 

Assessing Executive Ambition

XM Institute has identified four drivers of XM Ambition: Business Need, Value Clarity, Strategic Fit, and Executive Advocacy. To provide clarity around this topic, we’ve created an Ambition Assessment, which examines 12 distinct characteristics across those four drivers.

Business Need

Senior leaders believe that the organization needs to adapt how it operates to succeed in a changing and uncertain environment

Because XM embeds the capability to continuously learn, propagate insights, and rapidly adapt throughout all operational processes, it enables organizations to sense and respond to changes more quickly than their competitors can. While the exact opportunities presented by XM will vary depending on a number of factors – like industry, region, and regulatory environments – the ability to better understand and adapt to an ever-evolving business landscape is always crucial for long-term success. Executives will demonstrate stronger ambition when they recognize this link between XM and their organization’s ability to stay competitive. To evaluate Business Need, we examine:

  • Improvements. Senior leaders recognize a business need to improve broken experiences because they are costly or competitively problematic
  • Agility. Senior leaders recognize a business need to improve the organization’s ability to adapt to changing environments that it is currently facing or will be facing in the future
  • Innovation. Senior leaders recognize a business need to accelerate the pace and success of its innovations to meet its growth and market share objectives

Value Clarity

Senior leaders can clearly articulate where and how XM can transform their organization

Even if executives recognize the potential business value of XM efforts, they may lack ambition if they don’t have a good sense of how these efforts will translate into success. Leaders need to have and communicate a compelling vision of the desired future state, explaining how exactly XM will help different processes, teams, and business operations perform better going forward. To evaluate Value Clarity, we examine:

  • Impact. Efforts that improve XM are viewed as a requirement for the organization to succeed in the future
  • Narrative. There is a compelling story about how an improvement in XM will change how the organization operates in the future
  • ROI. There is an accepted model for estimating the value of improving XM

Strategic Fit

The organization embraces XM within its core operating model

Since XM success requires organizations to maintain a systematic focus on driving change over multiple years, leadership ambition needs to last for an extended period of time. This sustained focus will only persist if executives – and people across the business – see XM as integral to the organization’s critical efforts and not as a standalone set of activities. To evaluate Strategic Fit, we examine:

  • Vision. The organization’s vision statement includes a clear connection to XM 
  • Values. The organization has well-defined values that can clearly be connected to XM
  • Strategy. The organization’s strategic plans include specific areas that focus on XM

Executive Advocacy

Senior leaders actively support the organization’s strong focus on XM

Even if leaders believe that XM is important, their endorsement is meaningless unless it consistently shows up in their own decisions and actions. Because people naturally gravitate toward the status quo, if executives don’t demonstrate XM behaviors themselves – if they don’t highlight, encourage, and reward XM adoption – the rest of the organization won’t change the way it operates either. To evaluate Executive Advocacy, we examine:

  • Mindset. Senior leaders view XM as a multi-year cross-functional transformational program
  • Evangelism. Senior leaders actively evangelize the importance of XM
  • Ownership. Senior leaders allocate resources and promote XM-related activities within their organizations

Using The XM Ambition Assessment

Use this assessment to identify the relative strengths and weaknesses of your senior leaders’ XM ambition across these four drivers. The goal is not to focus on an absolute score but rather to use the results to facilitate discussions with senior leaders in order to enlist the support you need to drive XM success. Here’s how we recommend using this assessment:

  • Self-assessments. Take the test yourself and identify the strengths and weaknesses of your senior executives’ ambitions. You can also use the evaluation to assess leaders from different departments or business units.
  • Group discussions. Have multiple people complete the assessment and then review the results as a group. Discuss the strong and weak elements you’ve identified as well as which areas you all agree on and which areas you disagree on.
  • Action planning. During a working session with senior leaders, have the group identify whether or not their level of ambition is appropriate for the XM efforts that are being envisioned. If it’s not, have them identify explicit steps they can take to strengthen their ambition or support.
  • Progress tracking. Repeat the assessment every 12 to 18 months to track your progress and identify key areas of focus. The goal is to drive an ongoing discussion and sustain the executive ambition required to support your XM efforts.

The bottom line. Executive ambition is a necessary ingredient for long-term XM success.

Topics XM Institute

Bruce Temkin // Head of the Qualtrics XM Institute

Bruce Temkin leads the Qualtrics XM Institute and is widely viewed as an experience management (XM) visionary. He has helped executives across many of the world’s leading brands dramatically improve business results by engaging the hearts and minds of their employees, customers, and partners. Given his work in establishing the discipline of CX, Bruce is often referred to as the “Godfather of Customer Experience.” He co-founded and was the initial chair of the Customer Experience Professionals Association. Prior to joining Qualtrics, Bruce ran Temkin Group, a renowned research and advisory firm, and was a VP at Forrester Research, where he led many parts of the research organization, including CX, eBusiness, financial services, and B2B. He was the most-read analyst at Forrester for 13 consecutive quarters.

Isabelle Zdatny // XM Catalyst

Isabelle is an XM Catalyst with the Qualtrics XM Institute. She helps large organizations design and operate successful experience management (XM) programs by producing industry thought leadership, developing and delivering training, consulting with companies, and speaking on key XM topics and trends. She currently leads the XM Institute’s research into how companies identify, design, and deploy innovative new experiences. Other areas of expertise include digital CX design, metrics management, consumer psychology and emotions, and behavioral economics. Prior to its acquisition in 2018, Isabelle spent five years working at Temkin Group – a research, consulting, and training firm dedicated to helping many of the world’s largest brands accelerate their experience transformation efforts. Isabelle is a Certified Customer Experience Professional (CCXP) and a graduate from Wellesley College.

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