The change matrix is primarily a tool to explain why people seem to resist change, but it can be used to make a decision when the appeal of the proposed change is facing some doubts about losing more than gaining.
Doing the exercise of filling the matrix should help getting clarity about the plusses and minuses of the change, and base the decision on some rational weighing.
In order to understand the matrix and the associated metaphors, I recommend watching the video.
When facing a choice with significant impact on current and future situation
An envisioned or proposed major change in life can be scary. Who never faced the dilemma of daring a change and face the uncertainty or keep everything as is for the sake of some “safety”?
The safety here can be nothing more than an illusion, but the familiarity of the current situation gives some impression to remain in control. In the current situation, everything seems predictable and known while a change will modify many things, adding a lot of unknown and uncertainty.
Furthermore the popular saying states that every improvement is a change but every change isn’t an improvement, adding to the fear of giving up something good for worse.
Relying only on gut feeling may not be the best way to make the decision unless one trusts his or her intuitions. The change matrix can bring some clarity when the exercise is done honestly.
Pot of gold and mermaid
Write down all promoted benefits as well as those the intuition suggests. What makes the change desirable and that CANNOT be gotten or achieved in current situation?
Switch to the mermaid and ask yourself what would make you ignore the pot of gold, something of great value ONLY provided in current situation.
The capital letters stand for extreme wording, a technique useful for identifying false assumptions. If it sounds weird or not true, the assumption is probably false or overstated.
Crutches and alligators
Assess the risks of change figured by the crutches. What can possibly go wrong with the change that WILL end up with SIGNIFICANT damage?
On the other hand what CATASTROPHE WILL happen by keeping the status quo?
Looking at the matrix
It is time to look at all quadrants and check in which direction the matrix points. Hopefully a clear indication is shown, either favoring change or recommending to stay put.
The last time I applied the matrix to a personal important choice I was surprised how clear the best choice appeared.
It was consistent with my intuition but was more elaborate, thus added much clarity to the best choice. The result could have been opposite and could have put a rationalized end to a fantasy. The clarity and the list of pro and cons gives great confidence about the decision to make. I really recommend to give it a try.
When facing a desirable change, one may overestimate the size of the pot of gold as well as the threat of alligators while underestimating the risks (the crutches) and the sex-appeal of the mermaid.
In plain English this means overestimate the gain or benefits of the change as well as the potential danger of not changing, thus making the change desirable. This looks much like fulfilling a self prophecy.
In order to complete the demonstration or reinforce the desirability of the change, the risks associated with the change are minimized or ignored and the advantages of the status quo downplayed.
Conversely, when facing a less desirable change and even more in case of an undesirable change, the person may evaluate the quadrants in an opposite manner: overestimating the number of crutches and the sex-appeal of the mermaid while underestimating the value in the pot of gold as well as playing down the threat of alligators.
Again the translation in plain English: to justify the rejection of a proposed change the risks of the change are magnified and the advantages of the status quo highlighted while the benefits of the change are questioned and the threat of not changing minimized or even denied.
I order to avoid this pitfall, it is meaningful to share all (emphasize “all”) the elements of the choice in the most neutral manner to a person of confidence or (someone selected as) a coach. A new external point of view may question the rationale and propose a new perspective.