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The art and wisdom of changing teams | Heidi Helfand (Author of Dynamic Reteaming)

Heidi Helfand is the author of Dynamic Reteaming, which outlines practical strategies for orchestrating successful team and company org changes. Her work is informed by more than 20 years in the tech industry at notable companies like AppFolio, Procore, and Expertcity/GoToMeeting. Today, she dedicates her efforts to sharing her knowledge through workshops, comprehensive courses, and consultative services, helping organizations navigate and optimize their team structures. In this episode, we discuss: • The importance of reteaming and reorging • The benefits of embracing reteaming • The five patterns of reteaming: one by one, grow and split, merging, isolation, and switching • Examples of successful reteaming • Why stable teams are not always ideal • How change can lead to great career opportunities • The RIDE framework for decision-making • Advice on how to set up isolated teams for success • The anti-patterns of reteaming and the challenges that can arise • Tactical tips for becoming a better listener — Brought to you by: • Productroadmap.ai—AI to connect your roadmaps to revenue: https://productroadmap.ai • Hex—Helping teams ask and answer data questions by working together: https://www.hex.tech/lenny • Ahrefs—Improve your website’s SEO for free: https://ahrefs.com/awt Find the transcript and references at: https://www.lennysnewsletter.com/p/the-art-and-wisdom-of-changing-teams Where to find Heidi Helfand: • X: https://twitter.com/heidihelfand • LinkedIn: https://www.linkedin.com/in/heidihelfand/ • Website: https://www.heidihelfand.com/ Where to find Lenny: • Newsletter: https://www.lennysnewsletter.com • X: https://twitter.com/lennysan • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/ In this episode, we cover: (00:00) Heidi’s background (03:40) How Heidi got involved with reteaming and reorgs (07:37) Advice for people dealing with reorgs (11:56) The benefits of change and the RIDE framework (17:11) The five patterns of reteaming (20:00) The power of isolation (27:38) Advice on how to be successful by isolating small teams (33:27) Supporting and protecting internal startups (34:33) The one-by-one pattern (36:44) The grow and split pattern (39:20) The merging pattern (42:14) The switching pattern (50:18) Anti-patterns of reteaming (52:49) Embracing change and growth (58:48) How to become a better listener (01:01:28) Lightning round Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com. Lenny may be an investor in the companies discussed.

Heidi HelfandguestLenny Rachitskyhost
Jan 18, 20241h 10mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 3:46

    Teaser: Why reteaming deserves as much attention as building the product

    Heidi opens with the core tension: reorgs and team change are inherently difficult, but unavoidable. The episode frames reteaming as a “people layer” problem worth intentional design—alongside product and customer focus.

    • Reteaming/reorgs are hard and can’t be romanticized
    • The “people layer” is a major part of company-building
    • Team change is inevitable, so improving how we do it matters
    • Sets the theme: balancing execution with humane org design
  2. 3:46 – 7:38

    Heidi’s path into studying team change (and why stable-team advice breaks at startups)

    Heidi shares her background in fast-growing SaaS companies and how her lived experience contradicted common advice about keeping teams stable. Rapid growth forces teams to morph—and she wanted to validate this pattern beyond her own circles.

    • Two decades in startups/scale-ups shaped her perspective
    • Traditional “forming-storming-norming-performing” guidance often doesn’t fit growth realities
    • In hypergrowth (or shrinking), teams naturally evolve—fighting it is costly
    • Motivation: prove and document that team change is normal and learnable
  3. 7:38 – 12:58

    Transparent reorgs: Whiteboard reteaming and giving people visibility into opportunities

    Heidi describes a practical approach to reorg transparency: visualizing the future org on whiteboards and inviting input. This can surface mistakes early, reduce anxiety, and help people discover new roles inside the company.

    • Spotify-inspired example: visualize the future org and solicit feedback
    • Procore case: names, team missions, and open hiring slots made visible
    • Transparency creates a channel for employees to express interest in roles
    • Contrast with “back room” reorgs that appear fully formed and shock teams
  4. 12:58 – 16:37

    Managing the human side of change: Bridges’ transitions + RIDE decision clarity

    Heidi introduces change-management lenses to make reorgs less destabilizing: understanding emotional transitions and clarifying who is involved in decisions. She emphasizes that not all changes are participatory, but clarity reduces friction.

    • William Bridges: ending → neutral zone → new beginning
    • Leaders can paint purpose/benefits to help people move into the “new beginning”
    • RIDE framework: Requester, Input, Decider, Executor
    • Explicitly naming who decides vs who gives input prevents confusion
  5. 16:37 – 17:10

    Timeboxing collaborative planning so reorgs don’t consume the org

    Lenny pushes on the practical risk of involving many people: distraction and endless debate. Heidi advocates for schedules and shorter timeboxes to keep momentum while still gathering meaningful input.

    • Collaborative reorg work must be timeboxed
    • Bias toward shorter deliberation windows as participation grows
    • Use a schedule to minimize cognitive load and uncertainty
    • Move expediently while still allowing feedback loops
  6. 17:10 – 19:41

    The five reteaming patterns—and why “reorg” is too narrow a term

    Heidi defines reteaming as five recurring patterns that happen at multiple scales, from individual moves to structural reshapes. She distinguishes this from the traditional “reorg” label, which often implies large, top-down change.

    • Five patterns: one-by-one, grow-and-split, merging, isolation, switching
    • Reteaming occurs at different levels—not just org-wide restructures
    • “Reorg” carries baggage: top-down, no agency, big-bang change
    • Even small moves (e.g., someone switching teams) are meaningful reteaming
  7. 19:41 – 27:39

    Innovation by isolation: the ExpertCity pivot that became GoToMyPC (and later GoToMeeting)

    Heidi tells a vivid story of a product being killed and the emotional shock of sudden change—followed by the creation of an isolated team with process freedom. That isolation enabled faster iteration loops and ultimately a company-saving pivot.

    • ExpertCity kills the marketplace product after weak demand—emotional impact is real
    • Isolation team formed to validate and build the next product direction
    • Process freedom (escaping waterfall constraints) enabled rapid iteration
    • Outcome: GoToMyPC pivot, later feeding GoToMeeting/GoToWebinar
  8. 27:39 – 34:33

    How internal startups succeed: protection, process freedom, and clean decision pathways

    Heidi explains why “startup within a company” often fails and what increases the odds of success. The essentials are physical/organizational separation, explicit protection from interruptions, shared ownership practices, and executive sponsorship.

    • Separate location/identity helps the team form and focus
    • Leaders must explicitly tell others not to disturb or reassign the team
    • Pairing/shared ownership reduces “single owner” bottlenecks and chains
    • Fast decision-making: direct line to an empowered sponsor prevents reversals
    • Warning: isolation can create maintenance messes if disconnected from the org
  9. 34:33 – 47:02

    Applying the other patterns well: onboarding, grow/split signals, merging rituals, and switching for learning

    Heidi gives practical tips for the remaining patterns beyond isolation: how to onboard well, when to split teams, how to merge teams without losing identity, and how switching can improve fulfillment and resilience.

    • One-by-one: design onboarding for belonging; avoid surprise manager hires
    • Grow-and-split signals: longer meetings, slower decisions, divergent work, standups losing relevance
    • Splits trade problems—new dependencies and “shared roles” constraints (PM/design/quality)
    • Merging: use “Story of Our Team” timelines to build shared history and identity
    • Switching: boosts learning/fulfillment and builds redundancy to reduce key-person risk
  10. 47:02 – 50:19

    No perfect org structure: problem-trading, adapting to conditions, and choosing your leadership stance

    Heidi reinforces that org design is iterative—conditions change, so structures must evolve. She frames org change as moving from current state to target condition, and challenges leaders to decide how participatory and humane they want to be.

    • Org design is always “best idea at the time,” never perfect
    • Change is continuous: new constraints, new contexts, new pressures
    • Kata-like thinking: current condition → target condition → learn → adjust
    • Leadership choice: big-bang email changes vs involving teams where possible
    • Participatory decision-making can increase ownership, but isn’t feasible for all changes
  11. 50:19 – 52:49

    Reteaming anti-patterns: percentage allocations, ‘poof’ changes, and breaking up high-performing teams

    Heidi names common mistakes that make reteaming painful and ineffective. These include unrealistic part-time allocations across projects, surprise staffing changes without communication, and the myth that distributing “top performers” preserves team magic.

    • The “percentage anti-pattern”: multitasking across many efforts destroys focus
    • Sudden “poof” arrivals/departures without communication erode trust
    • Spreading a high-performing team’s members across teams often kills the chemistry
    • High performance is emergent from the system/relationships—not just individuals
  12. 52:49 – 58:48

    Embracing impermanence: culture shifts, company life cycles, and gratitude for ‘melting ice cream’ moments

    They discuss why people resist change, especially when a team feels magical—and why that feeling of loss is natural. Heidi connects this to company life cycles and encourages kindness, learning, and appreciation while good seasons last.

    • Great teams can be worth preserving—but growth often requires change
    • Culture inevitably evolves as people, priorities, and external events shift
    • Corporate life cycle thinking (Adizes) and eco-cycle metaphors
    • Reframing: growth-driven change can be the “best case scenario,” not a failure
    • Advice: be kind, be grateful, keep learning through transitions
  13. 58:48 – 1:01:28

    How Heidi became an exceptional listener: coaching levels and reading the whole room

    Prompted by John Cutler’s praise, Heidi breaks down listening as a learnable skill. She shares a coaching-based framework for internal focus, other-person focus, and environmental awareness, plus cues from body language and energy.

    • Listening is a muscle: attention must be intentionally directed
    • Co-Active coaching levels: level 1 (internal), level 2 (focused on the other), level 3 (global/environmental)
    • Body language and somatic cues provide additional “data” during conversations
    • Training and practice matter—and even good listeners sometimes miss
  14. 1:01:28 – 1:10:20

    Lightning round: book picks, interview question, vintage thrifting, self-kindness, and hack-day fun

    Heidi shares recommendations and personal habits, from facilitation books to vintage clothing. She ends with a story about creating fun and community through hack days—reinforcing how cross-team relationships make reteaming easier later.

    • Most-recommended books: Leading Intelligent Teams, Liberating Structures, Transitions, participatory decision-making guide
    • Favorite interview question: why this company (signals of genuine curiosity and preparation)
    • Vintage clothing and thrifting as a creative practice
    • Life motto: “How can you be kind to yourself?”
    • Hack days (Ship It style): self-selection, playful prizes, bonding across the org

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