
Learn the who, what, and why of managing change and apply a simple framework to drive strategic results, including six best-practice steps, roles, and practical templates.
Reflect on your change project by choosing a current or past initiative such as Oracle implementation or a new performance management system in HR, and prepare to apply course tools.
Define change management and explain how mixed messages, ineffective communication, and unclear benefits hinder adoption. Develop a common language and framework to drive change, align leadership, and clarify roles.
Change management focuses on the human side of change and helps people adopt new ways. It is a proactive, structured approach to prepare and support adoption.
Effective change management reduces disruption depth and duration, cuts opportunity costs, and aligns leaders, managers, and staff through a standardized, integrated approach.
Identify the sponsor, stakeholder, and change agent as core change roles. Support the sponsor by aligning vision and addressing stakeholder needs; change agents assist and change champions translate messages.
Define the case for change and vision for the future, align leadership, engage stakeholders, assess culture, communicate effectively, and train for new behaviors to drive change across the life cycle.
Identify and align roles in your change project, including sponsor, stakeholder groups, and change agents, and establish a common language for change across the organization.
Define the change by clarifying the future vision, current and desired states, and what's changing or staying the same, with stakeholder interviews to align resources and accountability.
Align leaders across the organization to ensure consistency in what they say, do, and reward, building trust and speeding change through sponsorship map and sponsor plans that close gaps.
Define the change by using the define the change template to outline the current and future state, the gap, who authorized the change, and the resources available.
Use a sponsorship map to align project leaders with key stakeholders, mapping roles and relationships from your org chart through organizational layers to identify leaders who must support the change.
Identify sponsor and key leader responsibilities using the Sponsorship Planning Template, outlining what they say, do, and reward to demonstrate support, with the change agent meeting leaders regularly.
Engage stakeholders by understanding their frame of reference, assessing the impact on job status and roles, and using stakeholder impact assessment templates to involve them for faster adoption.
Assess stakeholder groups with a two-axis impact and support framework, categorize them into red, green, blue, and yellow, and plan engagement from addressing red concerns to informing yellow groups.
Assess stakeholder impacts and customize the engagement plan with interviews, surveys, focus groups, communications, and training to deliver stakeholder impact assessment and engagement survey results.
Use the stakeholder engagement planning template to analyze stakeholder needs, map impact, communication, and training requirements, and create a flexible engagement roadmap; prepare for resistance management next.
Navigate resistance to change by recognizing its emotional roots and disruption to routines, and apply rapport-building, open-ended questions, and win-win strategies to engage stakeholders effectively.
Assess culture to drive change by identifying values, behaviors, and unwritten rules visible and deep, then leverage supportive norms while mitigating inhibitors through stakeholder collaboration.
Identify unwritten rules that shape how things are done to drive change, using a culture assessment to reveal best practices, knowledge transfer, and barriers like leadership complexity and regional autonomy.
Communicate the change effectively by equipping leaders with clear messages, engaging multiple channels, soliciting feedback, and building buy-in across stakeholders to realize the project vision.
Use a communication planning template to map activities, audiences, key messages, media, outcomes, and feedback, delivering the right message at the right time from the right source.
Plan the training to equip stakeholders with the knowledge, skills, and capabilities needed for change, outlining scope, milestones, and the design, build, deliver, and evaluate cycle.
Integrate change management into the project plan, align teams, and staff the initiative by considering disruption, culture, type of change, and capability.
Embed change by transferring knowledge from SMEs to internal resources, using a knowledge transfer plan and sustainability plan to sustain progress; schedule lessons learned sessions and capture actions.
Facilitate a lessons learned session to discuss learning from successes, problems, or pitfalls and outline approaches to repeat success or avoid issues with a simple template.
Explore how agility and resilience enable effective change management in a VUCA world, highlighting shifting priorities, resource competition, and the need for open, proactive leadership.
Discover essential change management resources from experts Dan Cohen and Daryl Conner, including key books like the heart of change and leading change.
Explore the fundamentals of change management, the six key components, and a common framework that guides strategies, deliverables, and overcoming barriers to drive strategic results.
If you are an individual contributor, a project manager, change manager, or an organizational leader, this unique course on managing change is for you! It will enable you to identify and manage the human aspects of implementing change. In addition, it will help you to transition people from the current to the future state to realize desired business objectives.
Why does managing change matter? Large-scale change constantly confronts leaders and managers as they plan and execute strategy in their organizations. What they need is a road map to manage the multi-faceted human aspects of change, helping them to transition critical stakeholders from Point A to B. Alignment between leaders and those impacted by change increases performance, reduces risk/cost and helps the team 'get the job done.'
What will you learn?
Create a change management road map to address the people side of change
Align key leaders on the vision/business case for change & their role as sponsors
Maximize employee engagement & adoption of change to reach business goals
Assess the organizational culture to foresee how it may assist or hinder the change
Prepare the organization through communication, training and knowledge transfer
Throughout the course, I will provide you with tools & templates for each step. You will come away from this course with a simple change management framework & a robust toolkit you can use on the next change project at your company.
For the last 20 years, I have designed & led change management initiatives in many Fortune 500 organizations across multiple industries. I work closely with senior leaders and their teams to initiate strategic change, nurture innovation & keep their organizations focused and aligned. In addition, I’ve had the opportunity to work with top thought leaders in change management across the United States. I’m excited to share with you some of what I have learned!
So let’s get started!
CPE (Continuing Professional Education)
Learning Objectives
List the key roles in driving change
List the 6 tried and true best practices for managing change
Define change management in the context of an organizational setting
Understand why it is important to manage change
Recognize the role and key accountabilities of sponsors
Define resistance to change in the context of an organizational change
Describe effective ways to manage resistance in stakeholders
Define what makes up organizational culture and its impact on change
Recognize the guiding principles for communications on a change project
Assess the resources that will be needed to drive a change project successfully
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