Table of Contents
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Welcome
Introduction
Support for Mastering the Methodology
Getting Started
Summary of The Change Leader’s Roadmap
Phase I: Prepare to Lead the Change
Activity I.A: Start Up and Staff Your Change Effort
Task I.A.1: Obtain a Project Briefing
Work Steps
Process Questions
Potential Problems
Tool:
Identifying Your Project Briefing Questions
Task I.A.2: Clarify Initial Change Leadership Roles and Staff Your Change Effort
Work Steps
Process Questions
Potential Problems
Info Sheet:
Change Leadership Roles:General Definitions and Deliverables
Info Sheet:
Summary of Change Leadership Role
Info Sheet:
The Eight Responsibilities of the Change Leader
Tool:
Defining Your Key Change Leadership Roles and Responsibilities
Tool:
Selecting the Best Change Process Leader
Article:
Transformational Sponsorship: How to Create a Project Leader/Sponsor Partnership that Maximizes Change Results
Article:
How to Hire the Right Kind of Change Consultant
Article:
Selecting the Best Change Process Leader to Oversee Your Transformation
Task I.A.3: Create Optimal Working Relationships among Your Change Leaders
Work Steps
Process Questions
Potential Problems
Info Sheet:
WIN-Win-Win Model
Info Sheet:
Shared Accountability Model
Tool:
Clarifying Shared Accountability Partnership Agreements
Tool:
Coordinating Your Change Consultants
Tool:
Clarifying the Interface between the Ongoing Operations and the Change Leaders
Tool:
Resolving Conflict into WIN-Win-Win Solutions
Article:
Building Union/Management Partnerships for Enterprise Success
Task I.A.4: Identify Your Project Community
Work Steps
Process Questions
Potential Problems
Info Sheet:
Example of a Project Community Map
Tool:
Identifying Your Project Community
Task I.A.5: Determine Your Phase I Roadmap
Work Steps
Process Questions
Potential Problems
Activity I.B: Create the Case for Change and Determine Your Initial Desired Outcomes
Task I.B.1: Design the Process for Creating Your Case for Change and Initial Desired Outcomes
Work Steps
Process Questions
Potential Problems
Info Sheet:
Case for Change Framework
Tool:
Designing Your Strategy for Creating Your Case for Change
Tool:
Hearing the Wake-Up Call for Change
Task I.B.2: Assess the Drivers of Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Seven Drivers of Change
Info Sheet:
Drivers of Change: Sample Case Application
Tool:
Identifying Your Drivers of Change
Task I.B.3: Clarify the Type of Your Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Three Types of Change
Tool:
Identifying the Type of Your Change
Task I.B.4: Assess the Organization’s System Dynamics to Identify the Leverage Points for Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Discussion Prompts to Reveal Your Organization’s System Dynamics
Tool:
Identifying Your System Dynamics and Leverage Points for Change
Task I.B.5: Perform an Initial Impact Analysis
Work Steps
Process Questions
Potential Problems
Tool:
Performing an Initial Impact Analysis
Task I.B.6: Clarify the Targets and Initial Scope of Your Change
Work Steps
Process Questions
Potential Problems
Tool:
Identifying and Understanding the Targets of Your Change
Tool:
Determining the Accurate Scope of Your Change Effort
Task I.B.7: Determine the Degree of Urgency
Work Steps
Process Questions
Potential Problems
Tool:
Determining the Urgency of Your Change
Task I.B.8: Determine Your Initial Desired Outcomes and Compile Your Case for Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Definitions of Success
Info Sheet:
Desired Outcomes
Tool:
Determining Your Desired Outcomes for Change
Tool:
Writing Your Case for Change
Activity I.C: Assess Your Organization’s Readiness and Capacity to Succeed in the Change
Task I.C.1: Assess Your Organization’s Readiness and Capacity to Succeed in the Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Factors Affecting Readiness and Capacity to Change
Info Sheet:
Case Example: The Importance of Ensuring Readiness to Change
Article:
Ensuring Your Organization’s Capacity to Change
Task I.C.2: Identify Your Strategy for Building Organizational Readiness and Capacity for the Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Strategies for Building Readiness and Capacity for Change
Tool:
Reviewing Your Operations and Change Agenda for How to Free Up Capacity for Change
Tool:
Building Organizational Readiness and Capacity for Change
Activity I.D: Build Your Leadership’s Capability to Lead the Change
Task I.D.1: Create Your Overall Strategy for Building Leadership’s Capability to Lead the Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Development Arenas for Conscious Transformational Leaders
Info Sheet:
Five Tracks in Your Change Leadership Development Process
Info Sheet:
Being First’s Change Leadership Development Curriculum
Info Sheet:
Leadership Breakthrough: Topic Options and Methods
Info Sheet:
Leadership Commitment and Alignment: Topic Options and Methods
Info Sheet:
Change Education and Methodology: Topic Options and Methods
Info Sheet:
Executive and Change Leadership Team Development: Topic Options and Methods
Info Sheet:
Individual Leader Development: Topic Options and Methods
Tool:
Audit of Change Leadership Competencies
Tool:
Compiling Your Change Leadership Development Strategy
Article:
Awake at the Wheel: Moving beyond Change Management to Conscious Change Leadership
Task I.D.2: Initiate Your Strategy for Addressing Leadership Mindset, Style, and Behavior
Work Steps
Process Questions
Potential Problems
Info Sheet:
Mindset and Its Importance
Info Sheet:
The Impact of Mindset on Perception and Change Results
Info Sheet:
Self Mastery Model
Info Sheet:
Comparison of the Industrial Mindset and the Emerging Mindset
Info Sheet:
Being First’s Leadership Breakthrough Program: Walking the Talk of Change
Tool:
Assessing the Mindset behind an Individual’s Results
Article:
Mindset: The Unseen Reason Why Enterprise-Wide Change Efforts Fail
Article:
Why Leading Transformation Successfully Requires a Shift of Leadership Mindset
Article:
How Command and Control as a Change Leadership Style Causes Transformational Change Efforts to Fail
Article:
How Developing Breath Control Can Make You a Better Leader
Article:
Self Mastery: Why It Is Key to Your Change Leadership Success
Task I.D.3: Build Leader Commitment and Alignment
Work Steps
Process Questions
Potential Problems
Info Sheet:
Levels of Commitment
Info Sheet:
Motivating Commitment in Others
Info Sheet:
Strategies for Securing Commitment
Tool:
Building Leadership Commitment
Task I.D.4: Educate Your Leaders about Change Knowledge and Skills and the Use of a Common Change Methodology
Work Steps
Process Questions
Potential Problems
Info Sheet:
Comparing Change Framework Models and Change Process Models
Info Sheet:
Use The Change Leader’s Roadmap as Your Organization’s Change Operating System
Tool:
How The Change Leader’s Roadmap Fits with Other Change Models in Your Organization
Article:
Ten Questions that Catalyze Great Change Leadership
Article:
Which Will Be Most Successful for Your Current Change Effort — A Change Process Approach or a Change Tool Approach?
Article:
A Candid Message to Senior Leaders: Ten Ways to Dramatically Increase the Success of Your Change Efforts
Article:
The Change Leader’s Roadmap: How to Navigate the Complexities of Your Organization’s Transformation
Article:
The Ten Critical Actions for Leading Successful Transformation
Article:
How to Use a Change Audit to Ensure that Your Change Effort Is on the Right Course
Task I.D.5: Develop Your Executive and Change Leadership Teams
Work Steps
Process Questions
Potential Problems
Info Sheet:
The Co-Creative Team Development Process™
Info Sheet:
Elements of Team Effectiveness
Info Sheet:
Running Effective Meetings
Tool:
Change Team Assessment
Task I.D.6: Initiate Development Plans to Help Individual Executives and Change Leaders Walk the Talk of the Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Self Mastery for Optimal Performance
Tool:
Creating Development Plans for Individual Leaders
Article:
How to Be a Strong Leader in the Face of Uncertainty
Article:
The Five Keys to Successful Executive Coaching
Activity I.E: Clarify Your Overall Change Strategy
Task I.E.1: Design the Process for Building Your Change Strategy
Works Steps
Process Questions
Potential Problems
Info Sheet:
Three Components of a Comprehensive Change Strategy
Info Sheet:
Elements of Change Strategy
Info Sheet:
Case Example: Highlights of a Sample Change Strategy
Tool:
Designing the Process to Build Your Change Strategy
Tool:
Building Your Change Strategy
Article:
Tying Your Change Strategy to Your Business Strategy
Article:
Building Your Change Strategy: How to Ensure that Your Effort Is on the Right Track
Task I.E.2: Define the Values and Guiding Principles for Shaping Your Change Effort and Future Organization
Works Steps
Process Questions
Potential Problems
Info Sheet:
Values and Guiding Principles
Info Sheet:
Ten Principles of Conscious Transformation
Tool:
Identifying Your Values and Guiding Principles
Article:
The Principles of Conscious Transformation, Part I
Article:
The Principles of Conscious Transformation, Part II
Task I.E.3: Clarify Your Governance Structure and Decision-Making for the Change
Works Steps
Process Questions
Potential Problems
Info Sheet:
Change Governance
Info Sheet:
Decision-Making Process and Style
Info Sheet:
Interim Business Management Strategy
Tool:
Designing Your Change Governance Structure
Tool:
Determining Your Decision-Making Process, Styles, and Roles
Tool:
Creating Your Interim Business Management Strategy
Article:
How to Use Decision-Making as a Tool for Successful Transformation
Task I.E.4: Determine Required Initiatives and How to Integrate them into One Unified Change
Works Steps
Process Questions
Potential Problems
Info Sheet:
Integrating Initiatives into a Unified Change Effort
Tool:
Identifying the Initiatives within Your Change Effort and How They Fit Together
Tool:
Developing Your Unified Purpose for the Overall Change: Your Big Win
Task I.E.5: Scan All Other Change Efforts Occurring or Being Planned in the Organization to Determine the Fit and Priority of Your Effort
Works Steps
Process Questions
Potential Problems
Info Sheet:
Fit of Your Change Initiative within the Larger Change Agenda
Tool:
Mapping Your Organization’s Change Efforts to Identify the Fit and Priority of Your Change
Task I.E.6: Create Your Multiple Project Integration Strategy
Works Steps
Process Questions
Potential Problems
Info Sheet:
Case Example: A Successful Multiple Project Integration Strategy
Info Sheet:
Multiple Project Integration Strategy
Tool:
Creating Your Multiple Project Integration Strategy
Task I.E.7: Identify Your Bold Actions for Both the Content and People Changes
Works Steps
Process Questions
Potential Problems
Info Sheet:
Bold Actions
Tool:
Identifying Your Bold Actions
Task I.E.8: Clarify Your Engagement Strategy for How to Gain a Critical Mass of Commitment
Works Steps
Process Questions
Potential Problems
Info Sheet:
Stakeholder Engagement: Opportunities, Types, and Vehicles
Info Sheet:
Strategies for Creating Critical Mass
Tool:
Designing Your Engagement Strategy
Tool:
Creating Your Critical Mass Strategy
Article:
How to Build a Critical Mass of Support to Accelerate Your Change
Article:
How to Increase Employee Commitment to Change
Task I.E.9: Design and Initiate Your Overall Communication Plan
Works Steps
Process Questions
Potential Problems
Info Sheet:
Five Levels of Communication
Info Sheet:
Leadership’s Role in Communicating about Change
Info Sheet:
Case Example: An Informal Transformational Communication Strategy
Info Sheet:
Principles of Effective ChangeCommunications
Info Sheet:
Elements of a ChangeCommunication Plan
Tool:
Building Your Change Communication Plan
Tool:
Planning Your Kickoff Communication
Article:
The Six Faulty Assumptions about Change Communications
Task I.E.10: Determine Your Change Acceleration Strategies
Works Steps
Process Questions
Potential Problems
Info Sheet:
Change Acceleration Strategies
Tool:
Identifying Your Assumptions about What Speeds Up or Slows Down Change
Tool:
Determining Your Change Acceleration Strategies
Task I.E.11: Secure Commitment for Resources to Support the Change
Works Steps
Process Questions
Potential Problems
Info Sheet:
Types of Change Resources
Tool:
Securing Your Change Resources
Task I.E.12: Identify the Critical Milestones and General Timeline for the Change, and Compile Your Change Strategy
Works Steps
Process Questions
Potential Problems
Tool:
Identifying Your Milestone Events and General Timeline
Tool:
Summarizing Your Change Strategyfor Communication
Article:
Ensuring Stability during Change
Activity I.F: Identify and Build the Infrastructure and Conditions to Support Your Change Effort
Task I.F.1: Develop and Initiate Strategies for Dealing with the Politics of Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Strategies for Dealing with Negative Political Dynamics
Tool:
Initial Political Analysis
Tool:
Establishing Ground Rules and Agreements for Dealing with Political Dynamics
Task I.F.2: Create Your Conditions for Success
Work Steps
Process Questions
Potential Problems
Info Sheet:
Sample Conditions for Success
Tool:
Creating Conditions for Success
Article:
The Strategic Importance of Change Leaders Modeling the Change
Task I.F.3: Identify Your Process for Creating Shared Vision throughout the Organization
Work Steps
Process Questions
Potential Problems
Info Sheet:
Case Example: A Successful Large Group Visioning Conference
Info Sheet:
Questions to Determine the Vision for Your Transformation
Info Sheet:
Approaches, Techniques, and Tips for Building Your Vision
Tool:
Designing Your Organization-Wide Visioning Process
Task I.F.4: Design Your Information Generation and Management Strategies
Work Steps
Process Questions
Potential Problems
Info Sheet:
Information Generation: Definition and Strategies
Info Sheet:
Information Management
Tool:
Designing Your Information-Generation Strategies
Tool:
Creating Your Information Management System
Task I.F.5: Design and Initiate Your Course Correction Strategy and System
Work Steps
Process Questions
Potential Problems
Info Sheet:
Course Correction Model
Tool:
Designing Your Course Correction System
Task I.F.6: Design and Initiate Strategies for Helping People through Their Emotional Reactions and Resistance
Work Steps
Process Questions
Potential Problems
Info Sheet:
People’s Natural Reactions to Change
Info Sheet:
Seven Core Human Needs
Info Sheet:
Strategies to Minimize the Human Trauma of Your Change
Tool:
Reducing People’s Resistance and Minimizing the Human Trauma of Change
Tool:
Leaders’ Personal Responses to this Change
Article:
Getting Smart About Employee Resistance to Change: Part One
Article:
Getting Smart About Employee Resistance to Change: Part Two
Task I.F.7: Select and Initiate Temporary Support Structures, Management Systems, Policies, and Technology
Work Steps
Process Questions
Potential Problems
Info Sheet:
Temporary Change Support Structures
Info Sheet:
Temporary Management Systems
Info Sheet:
Temporary Policies
Info Sheet:
Temporary Change Technologies
Tool:
Designing Your Temporary Change Support Structures
Tool:
Designing Your Temporary Management Systems
Tool:
Designing Your Temporary Policies
Tool:
Designing Your Temporary Change Technologies
Task I.F.8: Determine and Initiate Appropriate Measurements of the Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Measurements for Change
Tool:
Measuring the Process and Outcomes of Your Change
Task I.F.9: Develop, Communicate, and Initiate Temporary Rewards to Support Your Change Process and Outcomes
Work Steps
Process Questions
Potential Problems
Info Sheet:
Case Example: Leaders Designing Their Own Rewards for Change
Tool:
Building Your Strategy for Developing, Communicating, and Initiating Rewards to Support the Change
Task I.F.10: Determine Your Phase II through Phase V Roadmap
Work Steps
Process Questions
Potential Problems
Phase II: Create Organizational Vision, Commitment, and Capability
Activity II.A: Build Organizational Understanding of the Case for Change and Your Change Strategy
Task II.A.1: Communicate the Case for Change and Your Change Strategy
Work Steps
Process Questions
Potential Problems
Info Sheet:
Case Example: An Effective Communication Kickoff Scenario
Tool:
Defining Leadership’s Role in Communicating about Change
Activity II.B: Create Shared Vision and Commitment
Task II.B.1: Roll Out Your Visioning Process to Create Shared Vision and Commitment
Work Steps
Process Questions
Potential Problems
Info Sheet:
Case Example: A Creative Vision Dissemination Strategy
Activity II.C: Increase the Organization’s Readiness, Capacity, and Capability to Succeed in the Change
Task II.C.1: Increase Your Organization’s Level of Readiness and Capacity to Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Indicators of Readiness
Article:
A Note to Employees: How to Contribute to Your Organization’s Change Effort
Task II.C.2: Initiate Your Plan to Build the Organization’s Change Knowledge and Skills
Work Steps
Process Questions
Potential Problems
Info Sheet:
Organizational Change Capability
Tool:
Identifying Your Organization’s Goals for Building Change Capability
Tool:
Building Your Organization’s Change Knowledge and Skills
Article:
How to Simultaneously Build Your Organization’s Change Capability WHILE You Succeed in Your Current Change Effort
Article:
How to Implement a Common Change Methodology to Increase Your Organization’s Change Results and Skill
Article:
Upgrade Your Organization Development and Project Management Staff to Strategic Change Consultants
Task II.C.3: Initiate Your Plan to Promote the Mindset and Behavioral Changes Required to Support the Transformation
Work Steps
Process Questions
Potential Problems
Info Sheet:
Five-Step Process for Changing Organizational Mindset
Info Sheet:
Case Example: Cascading Leadership Breakthrough Training throughout the Organization
Tool:
Promoting Mindset and Behavior Change in Your Organization
Activity II.D: Demonstrate that the Old Way of Operating Is Gone
Task II.D.1: Demonstrate that the Old Way of Operating Is Gone
Work Steps
Process Questions
Potential Problems
Info Sheet:
Strategies for Honoring the Past
Info Sheet:
Case Example: How to Demonstrate that the Old Ways of Operating Are Gone
Tool:
Designing Your Strategies for Letting Go and Honoring the Past
Tool:
Demonstrating that the Old Way Is Gone
Phase: III: Assess the Situation to Determine Design Requirements
Activity III.A: Assess the Situation to Determine Design Requirements
Task III.A.1: Assess Current Reality within the Organization against Your Vision for the Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Design Requirements
Tool:
Developing Your Organization Assessment Strategy
Tool:
Determining Design Requirements from Your Assessment Study Results
Task III.A.2: Benchmark Other Organizations for Best Practices
Work Steps
Process Questions
Potential Problems
Tool:
Developing Your Benchmarking Strategy
Tool:
Identifying Best Practices
Tool:
Determining Design Requirements from Your Best Practices Study
Task III.A.3: Clarify Customer Requirements
Work Steps
Process Questions
Potential Problems
Tool:
Building Your Process for Clarifying Your Customer Requirements
Tool:
Identifying Your Customer Requirements
Tool:
Determining Design Requirements from Your Customer Needs Assessment
Task III.A.4: Write Your Statement of Design Requirements
Work Steps
Process Questions
Potential Problems
Tool:
Confirming Your Vision against Your Preliminary Design Requirements
Tool:
Statement of Design Requirements</
