Table of Contents
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Welcome
Introduction
Support for Mastering the Methodology
Getting Started: How to Apply The Change Leader's Roadmap Methodology to Your Live Change Efforts
Presentation of The Change Leader's Roadmap
Introduction to the Features and Functionality of the CLR Website
Navigating the CLR
Introduction to the Resources
Worksheet Instructions
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 Roles
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 Example: Case for Change
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
Strategies for Generating More Capacity for Change
Overview of Change Capacity Reviews
Info Sheet:
Strategies for Building Readiness and Capacity for Change
Tool:
Performing a Change Capacity Review
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
Info Sheet:
Boundary Conditions
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 Styles, Roles, and Process
Info Sheet:
Interim Business Management Strategy
Tool:
Designing Your Change Governance Structure
Tool:
Determining Your Decision-Making Style, Roles, and Process
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
Info Sheet:
Case Example: Integration Team Charter, Roles, and Start-Up Agenda
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:
Case Example: Change Communication and Engagement 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
Communicating with People Who Are Emotionally Triggered
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
Info Sheet:
Case Example: Design Requirements by Level of Design
Tool:
Confirming Your Vision against Your Preliminary Design Requirements
Tool:
Statement of Design Requirements
Phase IV: Design the Desired State
Activity IV.A: Design Your Desired State
Task IV.A.1: Create the Process and Structure to Design Your Desired State
Work Steps
Process Questions
Potential Problems
Info Sheet:
Using External Consulting Services to Design Your Future State
Info Sheet:
Levels of Design
Info Sheet:
Design Process Options
Info Sheet:
Process for Planning and Implementing Your Content Solutions
Tool:
Determining Your Process and Structure for Designing Your Desired State
Task IV.A.2: Design Your Desired State
Work Steps
Process Questions
Potential Problems
Tool:
Evaluating Your Design Scenarios
Task IV.A.3: Pilot Test
Work Steps
Process Questions
Potential Problems
Info Sheet:
Case Example: Two Approaches to Your Pilot Test
Tool:
Designing Your Pilot Test Strategy
Tool:
Assessing Your Pilot Test
Task IV.A.4: Communicate the Desired State
Work Steps
Process Questions
Potential Problems
Tool:
Communicating Your Desired State
Phase V: Analyze the Impact
Activity V.A: Analyze the Impacts of Your Desired State
Task V.A.1: Design the Process for Conducting Your Impact Analysis
Work Steps
Process Questions
Potential Problems
Info Sheet:
Impact Analysis
Tool:
Designing Your Impact Analysis Process
Tool:
Human Resource Issues to Consider in Your Impact Analysis
Tool:
Generic Management Systems to Consider in Your Impact Analysis
Task V.A.2: Conduct Your Impact Analysis of the Desired State
Work Steps
Process Questions
Potential Problems
Info Sheet:
Categories of Impact Issues
Tool:
Identifying Your Impact Groupings and Assignments
Task V.A.3: Assess the Magnitude of Impact to Discover System-Wide Implications of Your Design
Work Steps
Process Questions
Potential Problems
Info Sheet:
Criteria for Assessing Impact Magnitude
Tool:
Formulating Your Magnitude Assessment and Redesign Process
Tool:
Impact Magnitude Assessment
Task V.A.4: Refine the Desired State as Necessary
Work Steps
Process Questions
Potential Problems
Tool:
Your Revised Desired State Design
Task V.A.5: Communicate the Summary Results of Your Impact Analysis and Newly Defined Desired State
Work Steps
Process Questions
Potential Problems
Tool:
Communicating Your Newly Defined Desired State
Phase VI: Plan and Organize for Implementation
Activity VI.A: Identify the Actions Required to Implement Your Desired State and Develop Your Implementation Master Plan
Task VI.A.1: Design the Process for Identifying Implementation Actions and Developing Your Implementation Master Plan
Work Steps
Process Questions
Potential Problems
Tool:
Designing Your Process and Structure for Building Your Implementation Master Plan
Task VI.A.2: Create Plans to Resolve the Individual Impacts of Your Desired State
Work Steps
Process Questions
Potential Problems
Info Sheet:
Impact Resolution Process
Tool:
Creating Impact Resolution Plans
Task VI.A.3: Integrate Individual Impact Plans to Identify Actions for Your Detailed Implementation Master Plan
Work Steps
Process Questions
Potential Problems
Info Sheet:
Six Major Components of an Implementation Master Plan
Info Sheet:
Case Example: The Importance of Integrating Impact Actions
Tool:
Integrating Impact Solutions and Identifying Implementation Actions
Task VI.A.4: Design Strategies to Sustain the Energy for Change throughout Implementation
Work Steps
Process Questions
Potential Problems
Tool:
Identifying Strategies to Sustain the Energy of Your Change
Task VI.A.5: Determine the Pacing Strategy and Timeline for Your Plan
Work Steps
Process Questions
Potential Problems
Info Sheet:
Pacing Strategy
Info Sheet:
Case Example: The Power of a Strategically Determined Pacing Strategy
Tool:
Determining Your Pacing Strategy
Activity VI.B: Prepare Your Organization to Support Implementation
Task VI.B.1: Refine and Establish the Conditions, Structures, Systems, Policies, and Resources Required to Support Implementation
Work Steps
Process Questions
Potential Problems
Tool:
Establish Your Change Infrastructure to Support Implementation
Task VI.B.2: Initiate Strategies for Supporting People to Embrace the Desired State and Manage Their Reactions to the Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Strategies for Supporting Your People through Implementation
Info Sheet:
Strategies for Letting Go
Info Sheet:
Case Example: A Powerful Letting Go Strategy
Tool:
Identifying Ways to Support Your People through Implementation
Tool:
Developing Your Letting Go Strategies
Article:
Letting Go of the Past: A Proactive Strategy to Lower Resistance and Accelerate Change
Task VI.B.3: Communicate Your Implementation Master Plan
Work Steps
Process Questions
Potential Problems
Tool:
Planning to Communicate Your Implementation Master Plan
Phase VII: Implement the Change
Activity VII.A: Implement the Change
Task VII.A.1: Roll Out Your Implementation Master Plan
Work Steps
Process Questions
Potential Problems
Info Sheet:
People and Process Dynamics during Implementation
Task VII.A.2: Monitor and Course Correct the Implementation Process
Work Steps
Process Questions
Potential Problems
Info Sheet:
Change Process Topics to Monitor during Implementation
Tool:
Monitoring Your Implementation
Task VII.A.3: Monitor and Course Correct the Desired State
Work Steps
Process Questions
Potential Problems
Info Sheet:
Desired State Topics to Monitor during Implementation
Info Sheet:
Case Example: Course Correcting the Desired State
Tool:
Monitoring and Course Correcting Your Desired State
Phase VIII: Celebrate and Integrate the New State
Activity VIII.A: Declare, Celebrate, and Reward the Achievement of Your Desired State
Task VIII.A.1: Declare, Celebrate, and Reward the Achievement of Your Desired State
Work Steps
Process Questions
Potential Problems
Info Sheet:
Celebration and Recognition Options
Info Sheet:
Case Example: A Successful Celebration Strategy
Tool:
Creating Your Celebration and Reward Strategy
Activity VIII.B: Support Integration and Mastery of the New State
Task VIII.B.1: Support Individuals and Intact Work Units to Optimize Their Performance by Increasing Their Integration and Mastery of the New State
Work Steps
Process Questions
Potential Problems
Info Sheet:
Integration and Mastery
Tool:
Designing Your Integration and Mastery Process
Task VIII.B.2: Support the Whole System to Optimize Its Performance by Increasing Its Integration and Mastery of the New State
Work Steps
Process Questions
Potential Problems
Info Sheet:
Elements of a Whole System Integration and Mastery Process
Info Sheet:
Strategies and Methods for Achieving System-Wide Integration
Info Sheet:
Case Example: A Successful Whole System Integration Strategy
Tool:
Achieving System-Wide Integration
Phase IX: Learn and Course Correct
Activity IX.A: Build a System to Refine and Continuously Improve Your New State
Task IX.A.1: Build a System to Refine and Continuously Improve Your New State
Work Steps
Process Questions
Potential Problems
Info Sheet:
Mechanisms to Continuously Improve Your New State
Tool:
Building Your Strategy to Continuously Improve the New State
Activity IX.B: Learn from Your Change Process and Establish Best Practices for Change
Task IX.B.1: Learn from Your Change Process and Establish Best Practices for Change
Work Steps
Process Questions
Potential Problems
Info Sheet:
Topics to Assess Your Change Process
Info Sheet:
Change Project Audit
Tool:
Shaping Your Learning Strategy
Tool:
Conducting Your Change Project Audit
Article:
How to Build Your In-House Change Resources to Maximize Your ROI from Change
Activity IX.C: Dismantle Your Temporary Change Infrastructure
Task IX.C.1: Dismantle Your Temporary Change Support Structures, Management Systems, Policies, and Technology
Work Steps
Process Questions
Potential Problems
Info Sheet:
Case Example: Why Key Change Leaders Need Special Consideration for Their Next Assignment
Tool:
Assessing Your Temporary Infrastructure for Best Practices
Info Sheet:
Process for Planning, Designing, and Implementing Your Content Solutions
The Change Leader's Roadmap Checklist
The Change Leader's Roadmap Overview
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The Change Leader’s Roadmap Methodology
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