5. Introspective What potential shape will this change take? What operational infrastructure is in place to take advantage of this change? How familiar are we with the impact of the change to our operations? How are we prepared to speak to our employees, investors & board of directors? What is our plan to meet the challenges of this change? Assessment
6. Objectives Define them Bucket into Executive objectives vs. Functional Objectives Gather Internal resources and External subject matter experts Assessment
7. Vision State the vision you want to see clearly Do not settle Assessment
9. Viability Ensure the return on investment is equal or greater than the investment itself Think about viability in buckets: organizational, operational and financial Assessment Viability
10. Engagement Reach a consensus early and make sure everyone is on board Ensure there is an understanding of the effort needed to accomplish objectives Planning
11. Leadership A well-respected champion reinforces sustainability and credibility of your cause Your champion has to believe in the change and has to put your group’s interest first Planning
12. Roadmap Start with people Demonstrate value ahead of time Obstacles Remove them early Fully vet recommended options with your stakeholders Planning
13. Communication Direct communication across all levels is better than trickle down effect Acknowledge challenges Upper Management Execution Leads Accountability Consistent Message Managers Staff
