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How to Use the SCARF Framework to Manage Change on Projects

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Woman with a mug learning about the SCARF model

In a recent interview we asked Carole Osterweil, author of Project Delivery, Uncertainty and Neuroscience – A Leader’s Guide to Walking in Fog for her top tip for working in a VUCA environment.

VUCA environments are volatile, uncertain, complex and ambiguous.

Carole Osterweil
Carole Osterweil

VUCA environments can be stressful and anxiety provoking. Carole explained that this impacts our ability to think clearly, increasing the chance that we’ll misread the situation and behave in ways which raise the stakes and add complexity.

Anything that can help you navigate those difficult situations has to be helpful, right? Carole recommends everyone involved in project delivery acquires a basic understanding of how the human brain works and uses this knowledge to inform their actions.  

Unconvinced? Think about the projects you’re working on. How often have you seen a team member becoming defensive or a client getting wound up and quite aggressive over something relatively minor?

Or perhaps you’ve sat in a meeting when you suspect that several others, like you, are convinced that the discussion is adding no value, or even worse it’s downright unhelpful – yet nobody does anything about it.

Brain Basics and the SCARF Framework

In this article, Carole Osterweil sets out five Brain Basics that you should know as a project manager. She shares how you can spot what’s going on beneath the surface in these highly charged moments, and explains the SCARF framework as a way understand and respond to behaviour – both from yourself and others.

5 Brain Basics

  1. The human brain is wired for survival.
  2. The human brain responds to social threat in same way as it responds to physical threat – it tries to avoid it.
  3. In judging whether a situation is threatening, the brain trusts its own experience above all else.
  4. This response to social threat generates avoidance emotions, for example, fear, anxiety, anger and shame. Avoidance emotions lead to avoidance behaviours such as defensiveness, denial, attack, and withdrawal – which all get in the way of delivery.
  5. In contrast, when we feel psychologically safe, the brain generates emotions such as excitement, trust, joy and love. These approach emotions are a pre-requisite for successful project delivery because they enable us to collaborate, to be creative and to be highly productive.

Take a moment to reflect on charged moments you’ve been party to. Use the five Brain Basics to consider what might have been going on beneath the surface. How does thinking in terms of ‘avoidance’ and ‘approach’ emotions and behaviours help you make sense of the situation?

Social threats cause avoidance behaviours, so we need to understand what they are and where they come from. That’s where the SCARF framework comes in!

What is the SCARF model?

There are five factors that the brain is always monitoring that have a huge impact on how we behave.

David Rock of the Neuroleadership Institute developed the SCARF model to explain those factors.

We are acutely sensitised to look out for these factors. SCARF stands for:

  • Status – the perception of being considered better or worse than others
  • Certainty – the predictability of future events
  • Autonomy – the level of control we feel able to exert over our lives
  • Relatedness – the sense of having shared goals and being part of the ‘in crowd’
  • Fairness – the sense that we are being respected and treated fairly in comparison to others.

When people sense a change in any one of the SCARF factors, it can activate an avoidance response. The bigger the change the stronger the response!

An example of SCARF in action

Picture Stefan who has arrived on time for a performance review meeting. His new manager has been in post six weeks, yet they’ve spent hardly any time together. Looking through the door Stefan sees someone else is in the room and is in the middle of a very animated conversation. The longer Stefan waits the more unsettled he becomes.

His manager’s unthinking actions have challenged his sense of status (S). As time goes on Stefan becomes less certain (C) about what to expect and how the meeting is likely to pan out. He feels less in control of his destiny (A).

When the meeting eventually starts. Stefan finds it harder to gather his thoughts, hear positive feedback or think collaboratively. His manager finds him defensive.

Responding to Social Threat

We see and respond to social threat in the most mundane situations. These threats do not have to be explicit, intentional or real. We only have to perceive that our status has been reduced or that we are being treated unfairly and we will respond with avoidance behaviours.

The converse is also true. When we believe we are being treated fairly and that we have a degree of control over the future it’s easier be highly productive. We want the feelings of excitement and trust that come with engagement.

Using SCARF to Help Manage Change on Projects

Understanding how the brain works adds new perspectives to many good leadership practices. Take the adage: ‘When dealing with change, communicate, communicate, communicate!’

SCARF guides us to five areas that need to inform all our actions in organisational and project settings.

For example, by highlighting our desire for certainty, SCARF tells us that the prospect of change – whether a tweak to the IT system or wholesale digital transformation is likely to activate a threat response. We need to include this knowledge in our project planning, and make sure that we prioritise activities to reduce the degree of uncertainty and counter the threat response.

This means speaking to people about the vision for the future, and sharing plans for achieving objectives; it means explicitly discussing what you do know about the future and being willing to admit what you have yet to work out; and it means offering timescales or admitting ‘we can’t tell you now but we will tell you by …’

This table taken from Project Delivery, Uncertainty and Neuroscience gives further examples for using SCARF in organisational and project settings.

SCARF in Action
SCARF in Action, Source: The Fear-Free Organisation

We’ve seen from Brain Basics and the discussion of SCARF and that every interaction with another person triggers a change in the intensity and quality of our emotions. Most of us are unaware of the ebbs and flows of our emotions. Yet it’s these changes, driven by our innate need to survive, that determine how we behave.

David Rock on Neuroleadership

In this video, David Rock from the Neuroleadership Institute talks about threat/reward and how your brain responds to situations – so you can go deeper into the science of how understanding your brain helps with leadership, team management and dealing with change effectively.

Key Takeaways

On projects we rarely work in isolation. There are as many sources of social interaction and emotional triggers as people in the proverbial room (which includes those we connect with digitally via email, video and social media). This means we must:

  • Remember SCARF
  • Learn to spot when avoidance emotions and behaviours are triggered (in you and others!)
  • Develop the skills to contain them and to evoke an approach response instead.

It will stop you adding to the volatility uncertainty, complexity and ambiguity of VUCA environments. It will bring down stress levels, reduce distractions and allow you to focus on what really matters – achieving your project goals.

This is an edited extract from Carole Osterweil’s book, Project Delivery, Uncertainty and Neuroscience.

Find out more why Carole wrote the book.

Find out about Project Delivery, Uncertainty and Neuroscience – A Leaders Guide to Walking in Fog.

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How to use the SCARF framework to manage change on projects

About Elizabeth Harrin

Elizabeth HarrinElizabeth Harrin FAPM is a professional project manager and award-winning blogger behind A Girl's Guide To Project Management. She's passionate about demystifying project management and making tools and techniques work in the real world. She's also the author of several books including the PMI bestseller, Collaboration Tools for Project Managers.
Elizabeth lives in the UK with her family. She uses her organisation and project management skills at home, and also to help other bloggers at Totally Organised Blogging.

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