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Change management for orthopedic surgeons: Navigating modern transformations in practice
*Corresponding author: Akram D. Al-Shoubaki, Department of Trauma and Orthopedic Surgery, Private Clinic, Dr. Akram Al-Shoubaki Clinic, Amman, Jordan. dr_shoubak@yahoo.com
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Received: ,
Accepted: ,
How to cite this article: Al-Shoubaki AD, Shobaki S. Change management for orthopedic surgeons: Navigating modern transformations in practice. J Musculoskelet Surg Res. doi: 10.25259/JMSR_196_2026
INTRODUCTION
Orthopedic surgery, a specialty that combines technological precision, mechanical problem-solving, and procedural expertise, is uniquely affected by rapid change. Today’s surgeons must integrate robotics, digital templating systems, AI-assisted planning, enhanced recovery protocols, real-time data dashboards, electronic medical records (EMRs), and evolving regulatory requirements.
Change is no longer episodic. It is continuous, pervasive, and in many ways unavoidable.
However, one of the most striking challenges is the varying degree of acceptance among surgeons. Many readily embrace innovation, viewing it as an extension of clinical advancement. Others experience frustration, skepticism, or fatigue. These reactions are understandable. However, change management literature consistently shows that resistance to change, not change itself, is the primary source of discomfort.
This concept is powerfully illustrated in the book “Who Moved My Cheese?” where characters who adapt quickly to a shifting environment thrive, while those who cling to old routines suffer prolonged stress. The same dynamic is increasingly visible in modern orthopedic practice.
This editorial offers a structured, academically grounded approach to help orthopedic surgeons understand change, reduce the stress associated with it, and develop sustainable strategies for personal and organizational adaptation.
THE NATURE OF CHANGE IN ORTHOPEDIC SURGERY
Multidimensional change
Orthopedic surgeons experience five major categories of change [Table 1]. These changes extend beyond the operating room, affecting clinic operations, communication patterns, documentation, and overall lifestyle.
| Category of change | Changes |
|---|---|
| 1. Technological change | • Robotics-assisted surgery • Navigation systems • 3D planning software • AI-based decision support |
| 2. Administrative and regulatory change | • Expanded documentation requirements • Changing reimbursement models • Performance metrics and outcome reporting |
| 3. Cultural and workforce change | • Multidisciplinary team-based care • Increased patient expectations • Pressure to improve communication and shared decision-making |
| 4. Educational change | • Continuous training for new devices • New fellowship competencies • Digital surgical simulation platforms |
| 5. Lifestyle and work–life balance change | • Burnout mitigation strategies • New scheduling models • Telemedicine integration |
AI: Artificial intelligence
WHY CHANGE FEELS “EVERYWHERE”
Orthopedic surgeons often report that change is pervasive. In practice, every device company introduces new systems annually. Hospitals adopt new digital platforms with little warning. In addition, administrators push for efficiency, reporting, and standardization. At the same time, patients come better informed, but also more demanding.
This creates a sense of constant cognitive load, especially for surgeons accustomed to established workflows that previously functioned smoothly.[1,2]
UNDERSTANDING RESISTANCE: A PSYCHOLOGICAL PERSPECTIVE
Resistance to change is not irrational. In high-stakes professions, consistency equals safety. Thus, habits are protective. However, this protective inclination becomes problematic when change is inevitable.
THE NEUROSCIENCE OF RESISTANCE
The human brain prefers predictable patterns. When change disrupts these patterns, cognitive effort increases, uncertainty activates the amygdala, causing stress hormones to rise, which might intensify decision fatigue. Surgeons, who already operate in cognitively demanding environments, experience this more acutely.
LESSONS FROM WHO MOVED MY CHEESE?
The allegory highlights four archetypes: Sniff and Scurry adapt quickly, Hem resists change, and Haw struggles initially but eventually adapts. But the story’s message is simple: “The quicker you let go of old cheese, the sooner you can enjoy new cheese.”[3] In orthopedic departments, all four archetypes exist. In surgical changes and technological evolution, early adoption reduces long-term frustration, and resistance prolongs stress.
THE PAIN OF CHANGE VERSUS THE PAIN OF RESISTANCE
Change management research repeatedly shows that discomfort with change is temporary, whereas resistance discomfort is chronic.
Surgeons who avoid new EMR tools, robotics workflows, or documentation methods often experience continuous friction because these systems do not go away. In contrast, early adopters experience an initial steep learning curve followed by long-term efficiency gains.
CHANGE MANAGEMENT FRAMEWORKS FOR ORTHOPEDIC SURGEONS
To provide structure, two widely used models are presented: Kotter’s 8-step model of change and the awareness, desire, knowledge, ability, and reinforcement (ADKAR) model of change.
The Kotter’s 8-step model (applied to orthopedics)
Professor John Kotter at Harvard Business School introduced an 8-step model to manage change. The model is flexible and can be easily adopted and integrated with other models for change management [Figure 1].[4]

In orthopedics, the urgency is created (Step 1) by highlighting the evidence of improved outcomes with a new technology. This is followed by engaging respected surgeons and operating theater leaders to build a coalition (Step 2). Forming a vision (Step 3) that the change will “Enhance precision, reduce variability, and better outcomes.” Then communicate the vision (Step 4) by presentation at department meetings and grand rounds. To empower the change (Step 5), provide hands-on training and support staff. This will generate short-term wins (Step 6) by creating an early showcase of improved metrics. Next, sustain acceleration (Step 7) and consolidate the gains of the new technology. Finally, anchor change (Step 8) by integrating new protocols into the standard workflow and making technology part of the department identity.
The ADKAR model
The ADKAR model starts with Awareness, asking the question of why change is necessary. The desire for change and motivation is the driving factor for change. This is followed by knowledge in the form of training and education about the desired change. The next step is to practice the new skills and apply the new technology. Finally, reinforcement by closing the circuit with recognition, feedback, and identification of improved results [Figure 2].[5]

STRATEGIES TO MAKE CHANGE LESS STRESSFUL
To make change less stressful, a few steps can be followed to improve the change trip and make it more enjoyable. Firstly, learn in a low-risk environment, for example, surgical simulation, cadaver laboratories, and dry laboratories, which reduce anxiety. Second, break the change into small, manageable steps. Avoid adopting a few new tools at once. Third, engage in peer learning. Surgeons trust each other more than administrators, and the acceptance of change will be quicker from peers rather than administrators. The fourth step is to focus on clinical benefits. For example, the use of navigation and robotic systems in surgery improved alignment, reduced variability, and reduced operating theater times. Finally, use “Who Moved My Cheese?” as a reflection tool.[3] Ask the questions: “What “old cheese” am I holding onto?” and “What benefits might the ‘new cheese’ bring?” [Figure 3].

CASE STUDY: IMPLEMENTING ROBOTIC-ASSISTED JOINT REPLACEMENT
Background
A large orthopedic department introduced robotic-assisted joint replacement to improve alignment accuracy and reduce variability among surgeons.
Initial resistance
Senior surgeons expressed their concerns and doubts about the long-term benefits of robotic surgery. They also had concerns about increasing the duration of surgery, which would affect operating theater time. Moreover, from the surgeons’ skills perspective, they had a fear of losing autonomy and anxiety about the learning curve for robotic surgery.
One surgeon (analogous to “Hem” in Who Moved My Cheese?) refused to participate and continued using traditional methods.
Intervention
The department implemented a structured change plan:
Education sessions explaining evidence and outcomes
Cadaver lab workshops to build skill confidence
Side-by-side support from the vendor team
Real-time feedback dashboards showing improved alignment metrics
Peer mentorship from early adopters.
OUTCOME
Initially, operating times increased by 15%, but they returned to baseline after 25 cases. Variability in prosthesis alignment decreased. Surgeons reported reduced intraoperative stress after a few cases. Patient satisfaction scores improved.
The previously resistant surgeon eventually participated after seeing colleagues’ positive experiences. Post-adoption, he reported: “The stress I had resisting this was worse than the stress of learning it.”
CONCLUSION
Orthopedic surgeons are facing unprecedented, continuous, multidimensional change. This change is not optional; it is integral to the future of surgical care. However, change itself is not the primary source of stress; resisting change is. Through structured change management frameworks, peer support, incremental learning, and mindset shifts inspired by Who Moved My Cheese?, surgeons can navigate these transitions more confidently and efficiently.
The orthopedic surgeon of the future is not only a procedural expert but also a flexible, adaptive leader who can integrate innovation without sacrificing identity, autonomy, or excellence. Embracing change, rather than resisting it, leads to better outcomes for surgeons, patients, and institutions.
Change in orthopedic surgery is not slowing down. If anything, the pace is accelerating. But the way we respond to change determines how much stress we carry.
When surgeons approach changes with openness, curiosity, and a willingness to learn, they adapt more quickly and feel better. They regain control. They become role models for their teams. And ultimately, they deliver better care.
The aim is not merely to “accept” change but to use it as a tool for growth, innovation, and the elevation of the profession.
Authors’ contribution:
ADA: Conceived and designed the study, collected and organized data, and wrote the draft for the manuscript; SS: Conducted the literature search and wrote the initial and final draft of the article. All authors have critically reviewed and approved the final draft and are responsible for the content and similarity index of the manuscript.
Use of artificial intelligence (AI)-assisted technology for manuscript preparation:
The authors confirm that there was no use of AI-assisted technology for assisting in the writing or editing of the manuscript and no images were manipulated using AI.
Conflicts of interest:
There are no conflicting relationships or activities.
Financial support and sponsorship: This study did not receive any specific grant from funding agencies in the public, commercial, or not-for-profit sectors.
References
- Leading Change. 1996. Harvard Business School Press. Available from: https://mutomorro.com/tools/kotters-8-step-change-model [Last accessed on 2026 Apr 13]
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- ADKAR: A Model for Change in Business. Government and Our Community. 2006. Prosci Research. Available from: https://www.businessmanagementdaily.com/68279/understanding-theadkar-change-management-model https://www.prosci.com/methodology-overview [Last accessed on 2026 Apr 13]
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