Change Management Services Selection Form

This form allows you to build a customized scope based on your organization’s needs. Select the change management services you would like support with.

Learn More About Our Change Management Services and Value

Our framework is designed to meet organizations where they are today and guide them toward strong, sustainable adoption. Each service plays a specific role in supporting leadership, enabling teams, and ensuring measurable outcomes.

Readiness Assessment

1. Assess Current State / Culture: Document how the organization operates today, including norms, structure, and ways of working.
   Value: This ensures the change approach aligns with how the organization naturally functions.
2. Assess Change Impacts: Identify what is changing for each impacted group and how their work will be affected.
   Value: This helps target the right level of communication, training, and support for each group.
3. Identify Risks and Barriers: Document potential obstacles that may interfere with adoption.
   Value: Early visibility allows risks to be managed before they affect the rollout.
4. Map Stakeholders: Meaning: Identify all groups and individuals who are impacted or who influence the change.
   Value: This ensures the right people are engaged at the right times.
5. Assess Enablement Needs: Meaning: Determine which groups require training, communication, and support.
   Value: This makes sure resources are prioritized where they are most needed.
6. Conduct Readiness Survey and Interviews: Meaning: Collect input to understand preparedness for the rollout.
   Value: Real insights guide adjustments to strengthen readiness before implementation.

Design and Develop

1. Create Change Strategies: Define the approach for managing and supporting the change.
   Value: A unified strategy ensures consistent messaging and coordinated execution.
2. Develop Change Plans: Build plans for communication, training, engagement, and adoption activities.
   Value: Clear plans keep all workstreams aligned and on schedule.
3. Build Communication Assets: Create emails, talking points, slide decks, newsletters, and supporting materials. Value: Quality communications help stakeholders understand the change and what they need to do.
4. Create Leadership Coaching and Immersion Materials: Develop guides and resources that prepare leaders to support the change.
   Value: Equipped leaders model and reinforce the behaviors needed for successful adoption.
5. Socialize Change Assets: Review materials with key leaders and stakeholders before rollout.
   Value: This helps ensure alignment, accuracy, and buy-in prior to distribution.
6. Develop Enablement Site: Build a central site for hosting communications, training, and resources.
   Value: A single source of truth reduces confusion and improves access to information.
7. Deliver Training / Resources: Develop or package training modules, guides, job aids, and reference materials.
   Value: Well-designed training increases user confidence and reduces disruption during rollout.
8. Develop Champion Network Materials: Create onboarding resources, role descriptions, and tools for change champions. 
   Value: Well-prepared champions provide consistent support across the organization.

Implement and Manage Adoption

1. Launch and Support Change Network: Activate champions or key contacts to help support the change.
   Value: A structured network improves communication flow and accelerates adoption.
2. Deploy Communications: Send communications to impacted groups using approved messaging.
   Value: Timely communication keeps users informed and minimizes uncertainty.
3. Deliver Hands-on Training: Facilitate instructor-led training sessions for end users or specific teams.
   Value: Direct guidance increases understanding and improves user proficiency.
4. Deploy Educational Materials: Share guides, videos, FAQs, and other resources with impacted groups.
   Value: Easily accessible materials help users learn and reference information as needed.
5. Host Office Hours / Support: Offer scheduled time for end users to ask questions and receive help.
   Value: Real-time support resolves issues quickly and reduces resistance.
6. Deliver White-glove Leadership Coaching and Immersion: Provide one-on-one or small-group support to leaders during rollout.
   Value: Personalized coaching helps leaders communicate effectively and address team concerns.
7. Manage Resistance:  Document concerns, questions, or pushback and support leaders in addressing them.
   Value: Proactively addressing resistance prevents adoption delays.
8. Measure Adoption Success:  Track usage, participation, or other indicators related to adoption.
   Value: Measurement shows where additional support or adjustments are needed.

Reinforce and Sustain

1. Maintain Change Network and Feedback Loops: Continue engagement with change champions and gather ongoing feedback.
   Value: Continuous input helps refine and stabilize adoption after rollout.
2. Continue Office Hours and Leadership Support: Provide ongoing help for users and leaders as needed.
   Value: Sustained support helps solidify new processes and behaviors.
3. Measure Change Adoption: Review adoption metrics to determine how well the change is being used.
   Value: This confirms whether adoption is on track or requires additional action.
4. Integrate Lessons Learned: Capture insights from the rollout and document recommendations.
   Value: Lessons learned improve future rollouts and reduce repeated issues.
5. Recognize Adoption: Acknowledge individuals or groups who supported or embraced the change.
   Value: Recognition encourages continued engagement and reinforces positive behaviors.
6. Embed Change into Business-as-Usual Operations: Ensure new processes and responsibilities are integrated into daily work.
   Value: Embedding the change secures long-term sustainability and prevents regression.