TOOLKITs
FOR EXECUTIVES ACCOUNTABLE FOR A CHANGE INITIATIVE
3 strategic tools to scope a change
FOR LEADERS AND PROJECT TEAMS MAKING CHANGE
8 tools to use for change readiness
FOR CHANGE PROFESSIONALS SUPPORTING ANY CHANGE INITIATIVE
14 tools for executing change support
If you’re interested in purchasing multiple toolkit licenses for your organization, contact me for multiple license discount.
“Using her tools and techniques, I was able to leverage and enhance my overall leadership effectiveness. I was better prepared to anticipate the reactions of those impacted and to assure our project delivered adequate communication, engagement and adoption support. In the end, the project finished on time, on budget, and without losing the trust and support of those impacted”
EXECUTIVE SPONSOR CHANGE TOOLKIT
What's inside:
Tool used to illustrate the scope of change in 3 common areas; People, Process & Technology. Questions help drive answers and the tool can be used in any initial discussion of the change.
Survey tools used to scope the complexity of the people side of the change. Questions help determine change resource needs and change readiness of the organization at the beginning.
Planning tool to inform leaders of the competitive landscape surrounding the change initiative.
CHANGE ESSENTIALS TOOLKIT
WHAT'S INSIDE:
A short, compelling elevator speech about the change initiative, its importance and benefits to the org & employees.
A visual way to identify each of the audiences impacted by the changes coming that helps groups know they are important and on your radar.
An Outlook Calendar template that helps leaders & project teams engage audiences in change activities. You will be setting up a lot of meetings and asking people to take a lot of time out of their days to meet with you. It's important to engage them and express gratitude for their time and energy.
A simple, high level view of the timeline for the change initiative. It is used to kick off the change and again at multiple points to help context setting or to remind groups of where we are in the big picture.
A little more specific view of the timeline for the change initiative. It provides a few more details for various audience groups, depending on their change experience. It helps to illustrate complexity and gives a bit clearer of a picture of what is going to happen along the way.
A detailed view of the activities or event that audience groups will experience. It doesn't show all of the work plan details, but does detail work that anyone in operations should expect to participate in, hear about or know about.
The most detailed view of all the readiness activities and milestones that involves operations. It lists everything operational leaders should keep track of, care about or need to know. It helps leaders see the time and effort they will need to dedicate to this change.
This is the same detail as the Milestone Tracker, just shown in calendar format instead of listing activities by month. It is very helpful for posting on an office or break room wall to keep track of all the activities going on to get ready for a change implementation.
CHANGE Adoption basic TOOLKIT
What's Inside:
Methodology graphic and description of elements, plan and overview of adapted or leveraged theories.
Fun graphic tool to approach discussion on change experience with stakeholders and used to help describe and assess the change experience.
Activity used to identify the best practice communication channels for your audience/organization.
Results of Inventory activity, sets expectations for communication planning and confirms decision making.
Brief, consumable, mission-centric emails to facilitate change or reinforce desired behaviors.
Engaging, concise article to diverse audience groups to garner interest around change or drive awareness.
Fun, simple survey to measure leaders' feelings and attitudes for implementation.
Fun, simple form for executives to record feedback and insights while rounding during go-live periods.
Fun, simple form for super users to record feedback and insights from their support shifts during go-live periods.