This document outlines an 8-step change management process for implementing new software. The steps include: creating a sense of urgency, building a guiding coalition, creating a strategic vision, communicating the vision, enabling action by removing barriers, generating short-term wins, sustaining acceleration, and anchoring changes in the corporate culture.

1. 8 Step Change
Management
Process

2. Step 1: Create a Sense of
Urgency
• Explain the importance of why you need to
implement the new software now.
• What is the business need for the new system

3. Step 2: Build a Guiding
Coalition
• You’ll need to assemble a team that can
guide the implementation of your new
software.

4. Step 3: Create a Strategic
Vision
• Develop a short, one or two sentence,
vision for what the future looks like
after the implementation.
• Your guiding coalition needs to be
able to describe the vision in a couple
of minutes.

5. Step 4: Communicate the
Vision
• Use every communication channel
you have to talk about your vision
and give updates on the project
regularly.

6. Step 5: Enable Action by
Removing Barriers
• Identify what your existing processes
are?
• Ensure a successful rollout by making
sure there are no obstacles that keep
people from making the change.

7. Step 6: Generate
Short-Term Wins
• Start with onboarding users or
departments that are least
resistant to the change.
• Demonstrate the benefits for
those users and celebrate the
milestone.

8. Step 7: Sustain
acceleration
• Monitor your implementation and modify
your plan based on the data.
• Talk about what worked and what can be
improved.

9. Step 8: Anchor Changes
in Corporate Culture
• Learning how to use your new
system to its fullest capacity needs
to become a part of your corporate
culture.