Plan Change

I. Introduction

II. Executive Summary/Purpose/Goals

a. Include recognition of the need for change

b. Recognize need for a plan

III. Actions/Steps/Events that will Establish a Sense of Urgency Given the Organizational Culture

a. Analyze current and/or future market and competitive realities

b. Identify the opportunities and/or threats driving the need for change

IV. Actions/Steps/Events taken to Form a Powerful Guiding Coalition

a. Identify the key players needed to advance a change effort

b. Define the selection, structure, and relational characteristics of the team

V. Actions/Steps/Events to Create a Compelling Vision for Change

a. Create a vision for directing the change effort

b. Determine point A (where the firm is currently) and point B (where the firm desires to go)

c. Develop a timeline for the change journey

VI. Actions/Steps/Events to Effectively Communicate the Vision

a. How will communication take place? In what format and communication channel? (i.e., in person, by e-mail, by division, by focus groups, publicly, privately, etc.) How often and/or on what timeframe?

b. Who will be involved? How will they be selected? How will they be involved?

VII. Actions/Steps/Events to Manage Resistance to Change

a. Education and communication

b. Participation and involvement

c. Facilitation and support

d. Negotiation and agreement

e. Manipulation and co-optation

f. Explicit and/or implicit coercion

VIII. Actions/Steps/Events to Empower Others to Act on the Vision

a. Removing systems or structures that hinder the change project

b. Encouraging risk-taking and nontraditional ideas

IX. Actions/Steps/Events to Plan and Create Short-term Wins

a. Create visible performance improvements

b. Acknowledge and reward employees involved in improvements

X. Actions/Steps/Events to Consolidate Improvements and Produce More Change (i.e., advance the change project)

a. Use credibility from early successes to change additional systems/structures that do not fit the new vision

b. Develop employees/recruits who can implement the new vision

XI. Actions/Steps/Events to Institutionalize the New Approaches

a. Articulate the link between new behaviors/processes/structures and organizational success

b. Develop actions to ensure leadership development

XII. Actions/Steps/Events to Reevaluate Change

a. Evaluate critical success factors as control measures

b. Analyze the environment to determine if point B is still appropriate

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