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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
Tool:
Identifying Your Project Briefing Questions
Worksheet:
Identifying Your Project Briefing Questions
Task I.A.2: Clarify Initial Change Leadership Roles and Staff Your Change Effort
Tool:
Defining Your Key Change Leadership Roles and Responsibilities
Worksheet:
Change Process Leader Selection Matrix: Sponsor
Worksheet:
Change Process Leader Selection Matrix: Executive Team
Worksheet:
Change Process Leader Selection Matrix: Change Leadership Team
Worksheet:
Change Process Leader Selection Matrix: Change Process Leader
Worksheet:
Change Process Leader Selection Matrix: Change Initiative Lead
Worksheet:
Change Process Leader Selection Matrix: Change Project Team
Worksheet:
Change Process Leader Selection Matrix: Change Consultant
Worksheet:
Using Your Role Descriptions
Tool:
Selecting the Best Change Process Leader
Worksheet:
Change Process Leader Selection Matrix
Task I.A.3: Create Optimal Working Relationships among Your Change Leaders
Tool:
Clarifying Shared Accountability Partnership Agreements
Worksheet:
Key Partnerships to Establish
Worksheet:
Shared Accountability Partnership Contract
Tool:
Coordinating Your Change Consultants
Worksheet:
Consultant Roster
Worksheet:
Using Your Consultants Effectively
Tool:
Clarifying the Interface between the Ongoing Operations and the Change Leaders
Worksheet:
Identify Your Interface Issues
Worksheet:
Resolving Your Interface Issues with WIN-Win-Win Solutions
Tool:
Resolving Conflict into WIN-Win-Win Solutions
Worksheet:
Resolving Conflict into WIN-Win-Win Solutions
Task I.A.4: Identify Your Project Community
Tool:
Identifying Your Project Community
Worksheet:
Identifying the Members of Your Project Community
Worksheet:
Mapping Your Project Community
Worksheet:
How to Use Your Project Community
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
Tool:
Designing Your Strategy for Creating Your Case for Change
Worksheet:
Questions for Designing Your Case for Change
Tool:
Hearing the Wake-Up Call for Change
Worksheet:
What Are Your Wake-Up Calls?
Worksheet:
Interpreting Your Wake-Up Calls
Task I.B.2: Assess the Drivers of Change
Tool:
Identifying Your Drivers of Change
Worksheet:
Defining Your Drivers of Change
Worksheet:
Your Change Story: What is Driving Your Change Effort?
Task I.B.3: Clarify the Type of Your Change
Tool:
Identifying the Type of Your Change
Worksheet:
Identifying the Type of Your Change
Task I.B.4: Assess the Organization's System Dynamics to Identify the Leverage Points for Change
Tool:
Identifying Your System Dynamics and Leverage Points for Change
Worksheet:
Identifying Your System Dynamics and Leverage Points for Change
Task I.B.5: Perform an Initial Impact Analysis
Tool:
Performing an Initial Impact Analysis
Worksheet:
Initial Impact Analysis
Task I.B.6: Clarify the Targets and Initial Scope of Your Change
Tool:
Identifying and Understanding the Targets of Your Change
Worksheet:
Targets of Change Matrix
Worksheet:
Inputs to Consider
Tool:
Determining the Accurate Scope of Your Change Effort
Worksheet:
Your Statement of Scope
Task I.B.7: Determine the Degree of Urgency
Tool:
Determining the Urgency of Your Change
Worksheet:
External Factors Influencing Urgency
Worksheet:
Impacts of Urgency
Task I.B.8: Determine Your Initial Desired Outcomes and Compile Your Case for Change
Tool:
Determining Your Desired Outcomes for Change
Worksheet:
Input to Vision: Questions to Consider
Tool:
Writing Your Case for Change
Worksheet:
Clarifying Desired Outcomes
Worksheet:
Case for Change Framework
Worksheet:
Summary of Key Case for Change Information
Worksheet:
Draft of Your Case for Change Document
Task I.C.2: Identify Your Strategy for Building Organizational Readiness and Capacity for the Change
Tool:
Performing a Change Capacity Review
Worksheet:
Freeing Up Capacity within Operations
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
Tool:
Audit of Change Leadership Competencies
Worksheet:
Change Leadership Competencies Audit—Knowledge
Worksheet:
Change Leadership Competencies Audit—Doing
Worksheet:
Change Leadership Competencies Audit—Being
Tool:
Compiling Your Change Leadership Development Strategy
Worksheet:
Participants and Tracks
Worksheet:
Change Leadership Development Strategy
Task I.D.2: Initiate Your Strategy for Addressing Leadership Mindset, Style, and Behavior
Tool:
Assessing the Mindset behind an Individual’s Results
Worksheet:
Examples
Worksheet:
The Mindset behind the Result
Task I.D.3: Build Leader Commitment and Alignment
Tool:
Building Leadership Commitment
Worksheet:
Commitment Self Assessment
Worksheet:
Strategies for Building Leadership Team Commitment
Task I.D.4: Educate Your Leaders about Change Knowledge and Skills and the Use of a Common Change Methodology
Tool:
How The Change Leader’s Roadmap Fits with Other Change Models in Your Organization
Worksheet:
Audit of Current Change Models
Worksheet:
Evaluating Existing Models
Task I.D.5: Develop Your Executive and Change Leadership Teams
Tool:
Change Team Assessment
Worksheet:
Change Team Assessment
Worksheet:
Change Team Assessment Score Sheet
Task I.D.6: Initiate Development Plans to Help Individual Executives and Change Leaders Walk the Talk of the Change
Tool:
Creating Development Plans for Individual Leaders
Worksheet:
Individual Development Plans
Activity I.E: Clarify Your Overall Change Strategy
Task I.E.1: Design the Process for Building Your Change Strategy
Tool:
Designing the Process to Build Your Change Strategy
Worksheet:
Questions for Shaping the Process to Build Your Change Strategy
Worksheet:
Inputs to Your Change Strategy
Tool:
Building Your Change Strategy
Worksheet:
Building Your Change Strategy
Worksheet:
Your Change Strategy
Task I.E.2: Define the Values and Guiding Principles for Shaping Your Change Effort and Future Organization
Tool:
Identifying Your Values and Guiding Principles
Worksheet:
Identifying Your Change Effort's Values
Worksheet:
Your Change Effort's Values and Guiding Principles and their Application
Task I.E.3: Clarify Your Governance Structure and Decision-Making for the Change
Tool:
Designing Your Change Governance Structure
Worksheet:
Change Leadership Roles
Worksheet:
Your Change Governance Structure
Tool:
Determining Your Decision-Making Process, Styles, and Roles
Worksheet:
Decision-Making Planning Matrix
Tool:
Creating Your Interim Business Management Strategy
Worksheet:
Identifying Acting Managers to Run the Business
Worksheet:
Essential Mechanisms for Running the Business
Task I.E.4: Determine Required Initiatives and How to Integrate them into One Unified Change
Tool:
Identifying the Initiatives within Your Change Effort and How They Fit Together
Worksheet:
Identifying Your Required Change Initiatives
Worksheet:
Prioritizing and Clustering the Initiatives within Your Change Effort
Worksheet:
Relationships between Your Initiatives
Tool:
Developing Your Unified Purpose for the Overall Change: Your Big Win
Worksheet:
Identifying 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
Tool:
Mapping Your Organization’s Change Efforts to Identify the Fit and Priority of Your Change
Worksheet:
Fit of Your Initiative
Worksheet:
Managing Your Change Workload
Worksheet:
Priority of Your Initiative
Task I.E.6: Create Your Multiple Project Integration Strategy
Tool:
Creating Your Multiple Project Integration Strategy
Worksheet:
Elements of a Multiple Project Integration Strategy
Task I.E.7: Identify Your Bold Actions for Both the Content and People Changes
Tool:
Identifying Your Bold Actions
Worksheet:
Identifying Your Bold Actions
Task I.E.8: Clarify Your Engagement Strategy for How to Gain a Critical Mass of Commitment
Tool:
Designing Your Engagement Strategy
Worksheet:
Your Track Record with Stakeholder Engagement
Worksheet:
Identifying Underlying Assumptions and Beliefs About Stakeholder Engagement
Worksheet:
Preparing for Your Engagement Strategy
Worksheet:
Creating Your Engagement Strategy
Tool:
Creating Your Critical Mass Strategy
Worksheet:
Assessing Your Current Level of Critical Mass
Worksheet:
Strategies for Increasing Critical Mass
Worksheet:
Course Correcting Your Critical Mass Strategy
Task I.E.9: Design and Initiate Your Overall Communication Plan
Tool:
Building Your Change Communication Plan
Worksheet:
Setting Up Communications for Success
Worksheet:
Change Communication Planning Matrix
Tool:
Planning Your Kickoff Communication
Worksheet:
Kickoff Communication Plan
Task I.E.10: Determine Your Change Acceleration Strategies
Tool:
Identifying Your Assumptions about What Speeds Up or Slows Down Change
Worksheet:
Factors that Speed Up and Slow Down Change
Tool:
Determining Your Change Acceleration Strategies
Worksheet:
Recommendations for Acceleration Strategies
Worksheet:
Acceleration Strategy Planning
Task I.E.11: Secure Commitment for Resources to Support the Change
Tool:
Securing Your Change Resources
Worksheet:
Your Change Resources
Task I.E.12: Identify the Critical Milestones and General Timeline for the Change, and Compile Your Change Strategy
Tool:
Identifying Your Milestone Events and General Timeline
Worksheet:
Milestone Events and General Timeline
Worksheet:
Flow of Milestone Events
Tool:
Summarizing Your Change Strategy for Communication
Worksheet:
Your Change Strategy Summary
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
Tool:
Initial Political Analysis
Worksheet:
Initial Political Analysis
Tool:
Establishing Ground Rules and Agreements for Dealing with Political Dynamics
Worksheet:
Ground Rules and Agreements for Dealing with Political Dynamics
Task I.F.2: Create Your Conditions for Success
Tool:
Creating Conditions for Success
Worksheet:
Your Conditions for Success
Task I.F.3: Identify Your Process for Creating Shared Vision throughout the Organization
Tool:
Designing Your Organization-Wide Visioning Process
Worksheet:
Planning Your Visioning Process
Task I.F.4: Design Your Information Generation and Management Strategies
Tool:
Designing Your Information-Generation Strategies
Worksheet:
Information Generation
Tool:
Creating Your Information Management System
Worksheet:
Elements of Your Information Management System
Worksheet:
Planning for the Process of Information Management
Task I.F.5: Design and Initiate Your Course Correction Strategy and System
Tool:
Designing Your Course Correction System
Worksheet:
Preparing for Learning and Course Correction
Worksheet:
Building Your Course Correction System
Task I.F.6: Design and Initiate Strategies for Helping People through Their Emotional Reactions and Resistance
Tool:
Reducing People’s Resistance and Minimizing the Human Trauma of Change
Worksheet:
Shaping Your Change Strategy and Process Plan to Meet Your People's Core Needs
Worksheet:
Assessing Your Current Change Strategy and Tasks for Negative Triggers
Worksheet:
Identify Your Personal Core Needs
Tool:
Leaders’ Personal Responses to this Change
Worksheet:
Your Personal Reactions to this Change
Task I.F.7: Select and Initiate Temporary Support Structures, Management Systems, Policies, and Technology
Tool:
Designing Your Temporary Change Support Structures
Worksheet:
Temporary Change Support Structures
Worksheet:
Your Overall Change Infrastructure
Tool:
Designing Your Temporary Management Systems
Worksheet:
Temporary Management Systems
Tool:
Designing Your Temporary Policies
Worksheet:
Temporary Policies
Tool:
Designing Your Temporary Change Technologies
Worksheet:
Temporary Technologies
Task I.F.8: Determine and Initiate Appropriate Measurements of the Change
Tool:
Measuring the Process and Outcomes of Your Change
Worksheet:
Your Measurement Strategy
Task I.F.9: Develop, Communicate, and Initiate Temporary Rewards to Support Your Change Process and Outcomes
Tool:
Building Your Strategy for Developing, Communicating, and Initiating Rewards to Support the Change
Worksheet:
Building Your Strategy for Developing, Communicating, and Initiating Rewards to Support the Change
Worksheet:
Changes to Your Existing Reward System
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
Tool:
Defining Leadership’s Role in Communicating about Change
Worksheet:
Defining Leadership's Role in Communicating about Change
Activity II.C: Increase the Organization’s Readiness, Capacity, and Capability to Succeed in the Change
Task II.C.2: Initiate Your Plan to Build the Organization’s Change Knowledge and Skills
Tool:
Identifying Your Organization’s Goals for Building Change Capability
Worksheet:
Discussion Guide for Building Change Capability
Worksheet:
Goals for Building Change Capability
Worksheet:
Areas and Levels of Development
Tool:
Building Your Organization’s Change Knowledge and Skills
Worksheet:
Scope of Change Knowledge to Develop
Worksheet:
Scope of Change Skills to Develop
Worksheet:
Knowledge and Skill Development Strategies
Task II.C.3: Initiate Your Plan to Promote the Mindset and Behavioral Changes Required to Support the Transformation
Tool:
Promoting Mindset and Behavior Change in Your Organization
Worksheet:
Strategies to Promote Mindset and Behavior Change
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
Tool:
Designing Your Strategies for Letting Go and Honoring the Past
Worksheet:
Developing Your Strategies for Letting Go and Honoring the Past
Tool:
Demonstrating that the Old Way Is Gone
Worksheet:
Strategies for 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
Tool:
Developing Your Organization Assessment Strategy
Worksheet:
Organization Assessment Strategy
Tool:
Determining Design Requirements from Your Assessment Study Results
Worksheet:
Evaluating Your Organization Assessment Results
Worksheet:
Preliminary Design Requirements
Task III.A.2: Benchmark Other Organizations for Best Practices
Tool:
Developing Your Benchmarking Strategy
Worksheet:
Developing Your Benchmarking Strategy
Tool:
Identifying Best Practices
Worksheet:
Best Practices for the Future State
Tool:
Determining Design Requirements from Your Best Practices Study
Worksheet:
Evaluating Your Best Practices
Task III.A.3: Clarify Customer Requirements
Tool:
Building Your Process for Clarifying Your Customer Requirements
Worksheet:
Building Your Process for Clarifying Your Customer Requirements
Worksheet:
Customer Input Planning Matrix
Tool:
Identifying Your Customer Requirements
Worksheet:
Customer Requirements
Tool:
Determining Design Requirements from Your Customer Needs Assessment
Worksheet:
Evaluating Your Customer Requirements
Task III.A.4: Write Your Statement of Design Requirements
Tool:
Confirming Your Vision against Your Preliminary Design Requirements
Worksheet:
Process for Confirming Your Vision and Your Design Requirements
Tool:
Statement of Design Requirements
Worksheet:
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
Tool:
Determining Your Process and Structure for Designing Your Desired State
Worksheet:
Process for Planning, Designing, and Implementing Your Content Solutions
Worksheet:
Process and Structure for Designing Your Desired State
Task IV.A.2: Design Your Desired State
Tool:
Evaluating Your Design Scenarios
Worksheet:
Evaluating Your Design Scenarios
Worksheet:
Your Desired State Design
Task IV.A.3: Pilot Test
Tool:
Designing Your Pilot Test Strategy
Worksheet:
Pilot Test Strategy
Tool:
Assessing Your Pilot Test
Worksheet:
Pilot Test Assessment for Site
Task IV.A.4: Communicate the Desired State
Tool:
Communicating Your Desired State
Worksheet:
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
Tool:
Designing Your Impact Analysis Process
Worksheet:
Scope of Your Impact Analysis
Worksheet:
Designing Your Impact Analysis Process
Tool:
Human Resource Issues to Consider in Your Impact Analysis
Worksheet:
Human Resource Issues Checklist
Tool:
Generic Management Systems to Consider in Your Impact Analysis
Worksheet:
Generic Management Systems and Processes Checklist
Task V.A.2: Conduct Your Impact Analysis of the Desired State
Tool:
Identifying Your Impact Groupings and Assignments
Worksheet:
Grouping and Assigning Your Impacts
Task V.A.3: Assess the Magnitude of Impact to Discover System-Wide Implications of Your Design
Tool:
Formulating Your Magnitude Assessment and Redesign Process
Worksheet:
Your Magnitude Assessment and Redesign Process
Tool:
Impact Magnitude Assessment
Worksheet:
Impact Magnitude Assessment
Task V.A.4: Refine the Desired State as Necessary
Tool:
Your Revised Desired State Design
Worksheet:
Your Revised Desired State Design
Task V.A.5: Communicate the Summary Results of Your Impact Analysis and Newly Defined Desired State
Tool:
Communicating Your Newly Defined Desired State
Worksheet:
Communication Plans for Your Refined 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
Tool:
Designing Your Process and Structure for Building Your Implementation Master Plan
Worksheet:
Process for Creating Your Implementation Master Plan
Task VI.A.2: Create Plans to Resolve the Individual Impacts of Your Desired State
Tool:
Creating Impact Resolution Plans
Worksheet:
Solutions to Impact Issues
Task VI.A.3: Integrate Individual Impact Plans to Identify Actions for Your Detailed Implementation Master Plan
Tool:
Integrating Impact Solutions and Identifying Implementation Actions
Worksheet:
Implementation Master Plan
Task VI.A.4: Design Strategies to Sustain the Energy for Change throughout Implementation
Tool:
Identifying Strategies to Sustain the Energy of Your Change
Worksheet:
Strategy Options for Sustaining Energy for Change
Worksheet:
Strategies to Sustain the Energy of Your Change
Task VI.A.5: Determine the Pacing Strategy and Timeline for Your Plan
Tool:
Determining Your Pacing Strategy
Worksheet:
Pacing Strategy Planning
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
Tool:
Establish Your Change Infrastructure to Support Implementation
Worksheet:
Outputs from Activities I.E and I.F to Review and Refine
Worksheet:
Developing Your Infrastructure to Support Implementation
Worksheet:
Further Planning to Implement Your Conditions, Change Structures, Systems, Policies, and Technologies
Task VI.B.2: Initiate Strategies for Supporting People to Embrace the Desired State and Manage Their Reactions to the Change
Tool:
Identifying Ways to Support Your People through Implementation
Worksheet:
Strategies for Supporting Your People
Tool:
Developing Your Letting Go Strategies
Worksheet:
Strategies for Letting Go
Task VI.B.3: Communicate Your Implementation Master Plan
Tool:
Planning to Communicate Your Implementation Master Plan
Worksheet:
Planning to Communicate Your Implementation Master Plan
Phase VII: Implement the Change
Activity VII.A: Implement the Change
Task VII.A.2: Monitor and Course Correct the Implementation Process
Tool:
Monitoring Your Implementation
Worksheet:
Shaping Your Implementation Monitoring Strategy
Task VII.A.3: Monitor and Course Correct the Desired State
Tool:
Monitoring and Course Correcting Your Desired State
Worksheet:
Monitoring Your Desired State
Worksheet:
Your Strategy for 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
Tool:
Creating Your Celebration and Reward Strategy
Worksheet:
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
Tool:
Designing Your Integration and Mastery Process
Worksheet:
Targeting Your Integration and Mastery Process
Worksheet:
Guiding Your Individual and Team Integration Process
Task VIII.B.2: Support the Whole System to Optimize Its Performance by Increasing Its Integration and Mastery of the New State
Tool:
Achieving System-Wide Integration
Worksheet:
Achieving System-Wide Integration
Worksheet:
How to Achieve Whole System 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
Tool:
Building Your Strategy to Continuously Improve the New State
Worksheet:
Your Strategy to Continuously Refine Your 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
Tool:
Shaping Your Learning Strategy
Worksheet:
Your Learning Strategy
Tool:
Conducting Your Change Project Audit
Worksheet:
Developing Your Change Project Audit Strategy
Worksheet:
Developing Your Auditing Process
Activity IX.C: Dismantle Your Temporary Change Infrastructure
Task IX.C.1: Dismantle Your Temporary Change Support Structures, Management Systems, Policies, and Technology
Tool:
Assessing Your Temporary Infrastructure for Best Practices
Worksheet:
Designing Your Dismantling Strategy
Worksheet:
Assessment of Temporary Change Support Structures, Management Systems, Policies, Roles, and Technology
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The Change Leader’s Roadmap Methodology
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www.beingfirst.com
