The Ultimate Guide to Successful Change Management

Finance Planning

The Ultimate Guide to Successful Change Management

Successful companies today are ones that continually innovate and change. Unfortunately, no matter the size of your company, change management is usually anything but smooth sailing. Most changes in organizations fail due to issues like employee resistance and company failure to adequately prepare and communicate clearly.

If change is not implemented correctly, results can range from inconvenient to disastrous. Use the guide below as the ultimate change management checklist to effectively lead your company to success:

 

  1. IDENTIFY & DEFINE THE NEED FOR CHANGE
    • Analyze the current process to determine the need for change(s)
    • Identify required changes and the pros and cons of each
    • Analyze, identify and document the impact it would have on the company
    • Build a case for change
  2. COMMUNICATE & PREPARE FOR THE CHANGE(S)
    • Communicate plans with key stakeholders and other leaders to ensure you have support from top levels with the right skills & credibility to drive change
    • Solicit feedback and brainstorm options
    • Address concerns
    • Gain buy-in
    • Create Urgency (help the team see the need for change and the importance of speed)
  3. DEVELOP A VISION & STRATEGY
    • Formulate a written plan that clearly lays out a roadmap & identifies success metrics
    • Identify resources and timelines
    • Secure required support from top management. Let recognized leaders be change agents
    • Clearly communicate the plan to all impacted individuals and confirm understanding
  4. EXECUTE ON THE PLANNED CHANGE(S)
    • Implement the step-by-step plan
    • Provide support to manage resistance with engagement
    • Facilitate & lead
  5. MONITOR & MAINTAIN CHANGE(S)
    • Monitor progress of change
    • Continue to communicate and support the changes
    • Remove barriers to make the team successful
    • Ensure new changes are documented and followed
    • Utilize user-friendly tools to support and sponsor the changes (social networks, touch-screen apps, tablets, resources)
  6. MEASURE THE SUCCESS
    • Compare old and new changes to ensure effectiveness
    • Identify, document and address any issues
    • Transition ownership of changes
    • Celebrate improvements. Reward and encourage new behaviors to embed into the culture
    • Identify lessons learned

Successful companies today are ones that continually innovate and change. Unfortunately, no matter the size of your company, change management is usually anything but smooth sailing. Most changes in organizations fail due to issues like employee resistance and company failure to adequately prepare and communicate clearly.

If change is not implemented correctly, results can range from inconvenient to disastrous. Use the guide below as the ultimate change management checklist to effectively lead your company to success:

 

  1. IDENTIFY & DEFINE THE NEED FOR CHANGE
    • Analyze the current process to determine the need for change(s)
    • Identify required changes and the pros and cons of each
    • Analyze, identify and document the impact it would have on the company
    • Build a case for change
  2. COMMUNICATE & PREPARE FOR THE CHANGE(S)
    • Communicate plans with key stakeholders and other leaders to ensure you have support from top levels with the right skills & credibility to drive change
    • Solicit feedback and brainstorm options
    • Address concerns
    • Gain buy-in
    • Create Urgency (help the team see the need for change and the importance of speed)
  3. DEVELOP A VISION & STRATEGY
    • Formulate a written plan that clearly lays out a roadmap & identifies success metrics
    • Identify resources and timelines
    • Secure required support from top management. Let recognized leaders be change agents
    • Clearly communicate the plan to all impacted individuals and confirm understanding
  4. EXECUTE ON THE PLANNED CHANGE(S)
    • Implement the step-by-step plan
    • Provide support to manage resistance with engagement
    • Facilitate & lead
  5. MONITOR & MAINTAIN CHANGE(S)
    • Monitor progress of change
    • Continue to communicate and support the changes
    • Remove barriers to make the team successful
    • Ensure new changes are documented and followed
    • Utilize user-friendly tools to support and sponsor the changes (social networks, touch-screen apps, tablets, resources)
  6. MEASURE THE SUCCESS
    • Compare old and new changes to ensure effectiveness
    • Identify, document and address any issues
    • Transition ownership of changes
    • Celebrate improvements. Reward and encourage new behaviors to embed into the culture
    • Identify lessons learned

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