1. Seeking, enabling and facilitating change

More easily said than done

Seven core factors in successful change management

Case history: validate the assumptions

Tactics for managing change

2. Keeping change on track

Why does change get off the rails?

Developing and implementing tactics for refocusing change

Phase 1 Form a team to guide the effort

Phase 2 Identify and document the issues

Phase 3 Gather input from key stakeholders

Phase 4 Develop tactics; implement corrective action

Phase 5 Assess progress; correct as needed

Resource 2.1 Template for change progress assessment

Resource 2.2 Sample agenda for team meetings

Resource 2.3 Checklist for identifying stakeholders

Resource 2.4 Methods for conducting assessments

Resource 2.5 Checklist for meeting logistics

Resource 2.6 Template of questions for discussion guides

Resource 2.7 Some survey-building tools on the Internet

Resource 2.8 Templates: online and e-mail surveys

Resource 2.9 Sample email for promoting your survey

Resource 2.10 Avoiding the pitfalls: tactics for change

Resource 2.11 Worksheet: build a change-ready team

 

3.  Building the case for change

Drive change with a strong summary of purpose and process

Creating a summary document - process overview

Phase 1 Form a team to guide the effort

Phase 2 Develop the core message about the change

Phase 3 Define the high-level implementation plan

Phase 4 Outline the communication plan

Phase 5 Compile and edit the summary document

Phase 6 Engage others to test and build consensus

Phase 7 Distribute and support the document

Resource 3.1 Tactics for motivating team participation

Resource 3.2 Draft invitation to join the team

Resource 3.3 Sample agenda for team meetings

Resource 3.4 Tactics for making the case for change

Resource 3.5 Draft guidelines for reviewers

Resource 3.6 Guidance for managing review feedback

Resource 3.7 Checklist for writing for clarity and results

Resource 3.8 Draft template for summary document

Resource 3.9  Tactics for using the summary document

 

4.  Managing employee focus groups

Build change on awareness of issues and needs

Overview of the focus group process

Why and when to use focus groups

Focus group logistics and selection

Process and content planning

Facilitation and note-taking.

Verification and follow-up

Resource 4.1 Elevator pitch - the case for focus groups

Resource 4.2 Checklist of focus group logistics

Resource 4.3 Draft emails for focus group planning

Resource 4.4 Template for conducting focus groups

Resource 4.5 Quick reference for discussion tactics

Resource 4.6 Talking points for opening focus groups

Resource 4.7 Building the focus group discussion

Resource 4.8 Tactics for issue exploration in focus groups

Resource 4.9 Tactics for managing conflict or resistance

 

5.  Developing a change planning workshop

Engage key leaders and contributors in planning for change

Create a planning framework

Conduct research and develop the workshop

Develop plans for breakouts or other small-group meetings

Test and finalize the approach

Implement

Follow-up and monitor results

Resource 5.1 Checklist: ensure a successful meeting

Resource 5.2 Email template for Planning Team engagement

Resource 5.3 Workshop overview example

Resource 5.4 Draft workshop agenda (one day)

Resource 5.5 Draft workshop agenda (half-day)

Resource 5.6 Memo to test approach with Planning Team

Resource 5.7 Draft email to workshop participants

Resource 5.8 Guide to pre-workshop survey

Resource 5.9 Outline guide for breakout leaders

Resource 5.10 Guide to leading a breakout meeting

Resource 5.11 Template for a post-workshop assessment

Resource 5.12 Meeting logistics checklist

 

6.  Developing FAQ guides

Build a powerful tool for managing change

A case example: issue-driven, engagement based planning

Creating the FAQ  - process overview

1 Form a team to guide the effort

2 Identify questions and issues

3 Develop responses

4 Test and deploy the guide

Resource 6.1: Making the case for developing the FAQ

Resource 6.2: Draft invitation to join the team

Resource 6.3: Sample agenda for team meetings

Resource 6.4: PowerPoint template for a meeting

Resource 6.5: Tactics for brainstorming questions

Resource 6.6: Email guidelines to document reviewers

Resource 6.7: Tactics for deploying the FAQ guide

Resource 6.8:  FAQ template - change rationale and strategy

Resource 6.9:  FAQ template - structural details of change

Resource 6.10: FAQ template - business impact of change

Resource 6.11: FAQ template - managing the transition

Resource 6.12: FAQ template - individual transitions

 

7. Index