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by Milda Bagdonaite
CHANGE MANAGEMENT TOOLKIT
EVERYBODY REACTS TO CHANGES!
COMPLIANCE VS. ADOPTION
It’s the company’s..
I have to…
I’m scared…
It will slow me down...
It’s mine
I want to
I am motivated
It will help me succeed
3
DEFINITIONS
• COMPLIANCE is the practice of obeying rules
or requests made by people in authority
• ADOPTION is the act of taking something on
as your own.
*Oxford dictionary
ADOPTION LEVELS
* CEB (2015)
6
DESPITE THE BEST EFFORTS, ADOPTION OFTEN
FAILS TO MEET EXPECTATIONS…
Scenario #1: Adoption curve flattens prematurely and unexpectedly Scenario #2: Tool impact is delayed, lagging expectations
* CEB (2015)
CHANGE CURVE *
-There is a smooth way through
Information/
Communication
Emotional
support
Guidance/
Directions
Minimize time
Minimizedepth
Maximizeimprovements
*Based on Kubler Ross Change Curve Model
How to go through the
change quickly and
efficiently?
How to reduce potential
disruptions?
How to increase user
acceptance/productivity/
retention?
GUIDE THROUGH THE CHANGE
WHAT?
Behaviours observed
WHY?
Potential
feelings/
responses
HOW?
Potential leadership
behaviours
and actions required
Create
Alignment
Maximize
Communication
Spark
Motivation
Develop
Capability
Share
Knowledge
5 Steps to Success
Denial
Frustration
Despair
Acceptance
Integration
DENIAL
HOW?
• Explain the rationale of
change purpose and
company wide benefits
• Set clear expectations
• Build a CRM advisory
board
WHAT?
• Loss of productivity
• Trying to avoid the
inevitable
• Seek for more guidance
and clearance
WHY?
• Being comfortable with
the status quo
• Feeling threatened
• Fear of failure
Create
alignment
Disbelief, looking for evidence that it isn’t true
FRUSTRATION
HOW?
• Clarify CRM benefits to salesreps
• Provide feedback and praise to
keep people confident
• Share success stories
WHAT?
• Feeling down
• Nostalgic for the old
times
• Drop in performance
levels
WHY?
• Suspicion
• Scepticism
• Frustration
Maximize
communication
Recognition that things are different, sometimes angry
DESPAIR
HOW?
• Reassure that others are
experiencing the same feelings
• Foster supporting and
encouraging workplace
• Develop rewards & incentives
WHAT?
• Morale is low
• Self-doubt and
anxiety levels peak
• Fixation on small
issues or problems
WHY?
• Apathy
• Isolation
• Remoteness
Spark
Motivation
Low mood, lacking in energy
ACCEPTANCE
HOW?
• Provide system and behavioral
change training
• Identify gaps in training
programs
• Develop supplemental trainings,
coaching programs and self-study
tools
WHAT?
• Begin to work with the
changes rather than
against them.
• Energy & productivity
begin to recover
• Growing in confidence
WHY?
• Excitement
• Relief
• Impatience
Develop
capability
Initial engagement with the new situation, feeling more
positive
INTEGRATION
HOW?
• Coaching to improve the
successes gained
• Peer/tech support
• Provide greater responsibility
and involvement to ensure
on-going success
WHAT?
• Making the change
work
• Forward thinking
• Starting to see the
benefits come through
WHY?
• Acceptance
• Curiosity
• Trust
Share
Knowledge
Learning how to work in a new situation
NOTHING CHANGES IF NOTHING CHANGES

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Brief Change Management Toolkit

  • 1. 1 by Milda Bagdonaite CHANGE MANAGEMENT TOOLKIT
  • 3. COMPLIANCE VS. ADOPTION It’s the company’s.. I have to… I’m scared… It will slow me down... It’s mine I want to I am motivated It will help me succeed 3
  • 4. DEFINITIONS • COMPLIANCE is the practice of obeying rules or requests made by people in authority • ADOPTION is the act of taking something on as your own. *Oxford dictionary
  • 6. 6 DESPITE THE BEST EFFORTS, ADOPTION OFTEN FAILS TO MEET EXPECTATIONS… Scenario #1: Adoption curve flattens prematurely and unexpectedly Scenario #2: Tool impact is delayed, lagging expectations * CEB (2015)
  • 7. CHANGE CURVE * -There is a smooth way through Information/ Communication Emotional support Guidance/ Directions Minimize time Minimizedepth Maximizeimprovements *Based on Kubler Ross Change Curve Model How to go through the change quickly and efficiently? How to reduce potential disruptions? How to increase user acceptance/productivity/ retention?
  • 8. GUIDE THROUGH THE CHANGE WHAT? Behaviours observed WHY? Potential feelings/ responses HOW? Potential leadership behaviours and actions required Create Alignment Maximize Communication Spark Motivation Develop Capability Share Knowledge 5 Steps to Success Denial Frustration Despair Acceptance Integration
  • 9. DENIAL HOW? • Explain the rationale of change purpose and company wide benefits • Set clear expectations • Build a CRM advisory board WHAT? • Loss of productivity • Trying to avoid the inevitable • Seek for more guidance and clearance WHY? • Being comfortable with the status quo • Feeling threatened • Fear of failure Create alignment Disbelief, looking for evidence that it isn’t true
  • 10. FRUSTRATION HOW? • Clarify CRM benefits to salesreps • Provide feedback and praise to keep people confident • Share success stories WHAT? • Feeling down • Nostalgic for the old times • Drop in performance levels WHY? • Suspicion • Scepticism • Frustration Maximize communication Recognition that things are different, sometimes angry
  • 11. DESPAIR HOW? • Reassure that others are experiencing the same feelings • Foster supporting and encouraging workplace • Develop rewards & incentives WHAT? • Morale is low • Self-doubt and anxiety levels peak • Fixation on small issues or problems WHY? • Apathy • Isolation • Remoteness Spark Motivation Low mood, lacking in energy
  • 12. ACCEPTANCE HOW? • Provide system and behavioral change training • Identify gaps in training programs • Develop supplemental trainings, coaching programs and self-study tools WHAT? • Begin to work with the changes rather than against them. • Energy & productivity begin to recover • Growing in confidence WHY? • Excitement • Relief • Impatience Develop capability Initial engagement with the new situation, feeling more positive
  • 13. INTEGRATION HOW? • Coaching to improve the successes gained • Peer/tech support • Provide greater responsibility and involvement to ensure on-going success WHAT? • Making the change work • Forward thinking • Starting to see the benefits come through WHY? • Acceptance • Curiosity • Trust Share Knowledge Learning how to work in a new situation
  • 14.
  • 15. NOTHING CHANGES IF NOTHING CHANGES