ART OF CHANGE
Moving Your Company From Email to
Collaboration Software: Best Practices
for Onboarding and Adoption
Working...
Copyright 2015
3
Carson Tate
Working Simply, Inc.
Copyright 2015
4
We want to
hear from you.
Copyright 2015
5Copyright 2015
Webinar Takeaways
 Understand why change is hard
 Identify the 3 roadblocks to leading successful change
 Understand ho...
Change
Copyright 2015
8
Poll
Why is change hard in your
organization?
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9
Why is change hard?
Copyright 2015
Copyright 2014
Navigating the Roadblocks to
Change
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11
“Resistance”
What looks like resistance is
often lack of clarity.
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12
Point to the Destination
Change is easier
when you know
where you’re going
and why it is worth it.
Copyright 2015
 Is your destination clear
enough that people will
know when to celebrate?
 Are you focused on
outcomes?
 Will people k...
Reflection
What is your destination?
A single platform where I can quickly
communicate with all of my colleagues,
share id...
SCRIPT THE
CRITICAL MOVES
Copyright 2014
Copyright 2015
 Is it specific?
 Does it feel do-able?
 Would it provide a quick win?
 Would it create positive peer pressure?
Do you...
Reflection
What are the critical moves to reach your
destination?
 All team meeting materials are
posted and saved in the...
18
“Laziness”
What looks like laziness is often
exhaustion.
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19
Knowing something is not
enough to cause change.
Make people feel something.
FIND THE
FEELING
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20
What might be in it for you and your
organization if you move from email
to a collaboration platform?
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SHRINK THE
CHANGE
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22
Small, incremental
wins
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Source: SWITCH by Chip &
Dan Heath
“People”
What looks like a people problem
is often a situation problem.
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24
TWEAK THE
ENVIRONMENT
When the situation changes,
the behavior changes.
Change the situation.
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25
Your Path to Successfully
Leading Change
Point to the destination
Script the critical moves
Find the feeling
Shrink...
26
Sign in and invite 5 co-workers
at Redbooth.com.
Copyright 2015
Company Confidential © 2014
Questions
Copyright 2015
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Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate

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Your employees and colleagues are spending hours every day in email. You want to transition everyone onto a collaboration platform to improve company-wide efficiency.

But here's where it gets tricky for leaders: Change on this scale can be challenging, even risky. So how can you increase your odds of a successful transition?

Published in: Business
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Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate

  1. 1. ART OF CHANGE Moving Your Company From Email to Collaboration Software: Best Practices for Onboarding and Adoption Working Simply, Inc. Copyright 2015
  2. 2. Copyright 2015
  3. 3. 3 Carson Tate Working Simply, Inc. Copyright 2015
  4. 4. 4 We want to hear from you. Copyright 2015
  5. 5. 5Copyright 2015
  6. 6. Webinar Takeaways  Understand why change is hard  Identify the 3 roadblocks to leading successful change  Understand how to use the 5 best change manage practices to successfully move your company from email to a collaboration solution Copyright 2015
  7. 7. Change Copyright 2015
  8. 8. 8 Poll Why is change hard in your organization? Copyright 2015
  9. 9. 9 Why is change hard? Copyright 2015
  10. 10. Copyright 2014 Navigating the Roadblocks to Change Copyright 2015
  11. 11. 11 “Resistance” What looks like resistance is often lack of clarity. Copyright 2015
  12. 12. 12 Point to the Destination Change is easier when you know where you’re going and why it is worth it. Copyright 2015
  13. 13.  Is your destination clear enough that people will know when to celebrate?  Are you focused on outcomes?  Will people know when you have reached the “to be” state? Source: SWITCH by Chip & Dan Heath POINT TO THE DESTINATION
  14. 14. Reflection What is your destination? A single platform where I can quickly communicate with all of my colleagues, share ideas, track and manage my projects, access and store information on my projects and receive real time updates on my projects. Less chaos and more collaboration! Copyright 2015
  15. 15. SCRIPT THE CRITICAL MOVES Copyright 2014 Copyright 2015
  16. 16.  Is it specific?  Does it feel do-able?  Would it provide a quick win?  Would it create positive peer pressure? Do you have the right critical move? Source: SWITCH by Chip & Dan HeathSource: SWITCH by Chip & Dan Heath
  17. 17. Reflection What are the critical moves to reach your destination?  All team meeting materials are posted and saved in the communication and collaboration solution.  All pre and post team meeting communications are conducted in the communication and collaboration solution. Copyright 2015
  18. 18. 18 “Laziness” What looks like laziness is often exhaustion. Copyright 2015
  19. 19. 19 Knowing something is not enough to cause change. Make people feel something. FIND THE FEELING Copyright 2015
  20. 20. 20 What might be in it for you and your organization if you move from email to a collaboration platform? Copyright 2015
  21. 21. SHRINK THE CHANGE Copyright 2015
  22. 22. 22 Small, incremental wins Copyright 2015
  23. 23. Source: SWITCH by Chip & Dan Heath “People” What looks like a people problem is often a situation problem. Copyright 2015
  24. 24. 24 TWEAK THE ENVIRONMENT When the situation changes, the behavior changes. Change the situation. Copyright 2015
  25. 25. 25 Your Path to Successfully Leading Change Point to the destination Script the critical moves Find the feeling Shrink the change Tweak the environment Leading Successful Change Copyright 2015
  26. 26. 26 Sign in and invite 5 co-workers at Redbooth.com. Copyright 2015
  27. 27. Company Confidential © 2014 Questions Copyright 2015

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