CHANGE AND TRANSITION TOOL KIT

• Managing Change and Transition Workbook
• Take Charge of Change Workbook
• Steps and Tools for Managing Change and Transition (A tool Kit)
  • Assess
  • Plan
  • Do
  • Verify

ASSESS

Change Leader Profile: This tool is designed to help you assess your own knowledge, skills and abilities as a Change Leader. The self-assessment can help you focus your efforts on strategies that will help ensure the success of the change initiative.

Current Reality/Desired Future: This tool will help map out both the current reality and the desired future. (I.e. Number of FTE's) Being able to see the connections between the two will help you pinpoint your short-term objectives and strategies and help you plan your next steps.

Developing a Shared Vision: This tool provides you with a process for guiding your team or group through the development of a common understanding of what they are working toward and what initiatives they are committing to.

Clarifying Roles for Successful Change: Clarity of roles and responsibilities are essential to any change initiative. This tool explains the various roles necessary to implementing change successfully, and guides you through the clarifying process.

Change Implementers - Questions to Ask Sponsors: This tool will guide your discussion with the Sponsor of the change initiative so you are clear about what is involved in the change, what will be expected of you and what the sponsor will do to help you be successful.

Gathering Information: This tool will help you when you need to gather informationabout what is happening, what needs to be changed, how people are reacting and to solve problems related to change. You can use this tool to decide what method you will use to gather information and to guide you in collecting, analyzing, providing feedback and developing action plans.

Tons of Ways to Prevent Burnout: Here are many suggestions for beating burnout.  Some are frivolous, others serious.  Even if you have no symptoms of impending trouble, you may find that some of these suggestions are meant for you.  Relax and enjoy reading them –highlight those that appeal to you and perhaps try out a few!

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PLAN

Strategic Communication During Change: This tool will help you when you need to communicate planned changes or provide information regarding ongoing change efforts.

Understanding People's Response to Change: This tool will help you recognize the signs of transition and understand people's response to change in order to take stock ofwhere people are at.

Type and Change: This tool will help you as you plan communication efforts and can provide a useful way to help you recognize the impact of change on different styles.

Developing a Learning Plan: This tool will walk you through the ten components in developing learning plans to support your change initiative.

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DO

Gathering Information: This tool will help you when you need to gather informationabout what is happening, what needs to be changed, how people are reacting and to solve problems related to change. You can use this tool to decide what method you will use to gather information and to guide you in collecting, analyzing, providing feedback and developing action plans.

Managing Change (Announcing and Explaining The Change): The way a change in announced and explained to people is probably as important as the change itself. This tool will provide you with key actions and planning questions to help get people involved in and committed to the change initiative.

Enlisting Others: Research has shown that people can be classified into groups based on the speed at which they adopt innovation and accept change. This tool will help you identify where different team members fall on the "change adoption continuum" and adjust your efforts accordingly.

Handling Resistance: This tool provides you with four steps for successful handing resistance and helping people move beyond resistance and start to adjust to change.

Strategies to Help People During Transition; People have different needs at different stages of transition. This tool will help you develop strategies that are responsive to people's needs at each stage of transition.

Giving Recognition: Change leaders often overlook Giving Recognition. During times of rapid change, everyone needs to look for opportunities to give recognition. This tool will help you give people specific recognition in a way that is meaningful to them.

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VERIFY

Gathering Information: This tool will help you when you need to gather informationabout what is happening, what needs to be changed, how people are reacting and to solve problems related to change. You can use this tool to decide what method you will use to gather information and to guide you in collecting, analyzing, providing feedback and developing action plans.

Managing Change (Announcing and Explaining The Change): The way a change in announced and explained to people is probably as important as the change itself. This tool will provide you with key actions and planning questions to help get people involved in and committed to the change initiative.

Strategies to Help People During Transition: People have different needs at different stages of transition. This tool will help you develop strategies that are responsive to people's needs at each stage of transition.

Giving Recognition: Change leaders often overlook Giving Recognition. During times of rapid change, everyone needs to look for opportunities to give recognition. This tool will help you give people specific recognition in a way that is meaningful to them.

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