Planning for Transformation: Change Management Playbook
Transformational change will bring forth disruption to the organization and fail to meet its goals if it is not guided by human centric change management thinking and processes from the early planning stages.
This guidebook is for leaders and contains insightful questions and recommended tools to help structure a transformational program and is drawn from experiences gained through over a dozen large scale transformational initiatives.
Key chapters in this guidebook:
- Scoping the change: Defining stakeholder needs, must haves, and barriers
- Change management resourcing and governance
- Evaluating and augmenting leadership capability to guide change and team readiness
Access the playbook here: https://sway.cloud.microsoft/nkTnX1XxIjC9bFiv?ref=Link
A selection of tools I may use on an engagement
- Personas. These help to identify the key roles in the change process, and represent them as real people.
- Journey maps. Change is hard, so having signposts along the way can help people to move forward.
- Readiness assessments. Before we start any process, we need to check that everyone is on board with the change.
- Change impact assessment. Who and what will be affected by the changes we are making?
- Pulse checks. As we work through the process, we need to check that everyone is still happy with how it’s going, and check for pain points.
- Communication plan. As we roll out the change process, communication with stakeholders and staff is crucial to success.
- Training needs assessment. Staff may be using new systems and processes, so we need to identify who needs training, and what training they need.
- Training plan. The training needs to be scheduled and planned.
- Training materials. The training needs engaging and effective materials.
- Presentations and communications. All the communications need to be visually engaging and clear.
Planning and analytics tools I may use
- Mentimeter, Kahoot, Poll Everywhere, Google Forms, Microsoft Forms (for readiness assessments and pulse checks)
- Microsoft Planner, Smartsheets, Clickup or Excel/Google Sheets (for the communication plan, training needs assessment, training plan, and change impact assessment)
- Scribe, Notebook LM, Powerpoint screen record, WalkMe (for training materials)
- Canva, Powerpoint, Synthesia (for presentations and communications)
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