{"id":22829,"date":"2020-05-07T12:20:03","date_gmt":"2020-05-07T12:20:03","guid":{"rendered":"https:\/\/www.process.st\/templates\/bridges-transition-model-process-checklist\/"},"modified":"2024-02-29T02:06:42","modified_gmt":"2024-02-29T02:06:42","slug":"bridges-transition-model-process-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/bridges-transition-model-process-checklist\/","title":{"rendered":"Bridges Transition Model Process Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hf51UYJQFhwnt5KKyh9MOQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hf51UYJQFhwnt5KKyh9MOQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>Bridges Transition Model focuses on a transition rather than a change. Run this Bridges Transition Model Process Checklist to effectively manage change in the form of an organizational transition.<br \/><\/strong><\/p>\n<h5 style=\"text-align: center;\">Bridges Transition Model: An introduction<\/h5>\n<p style=\"text-align: left;\">The Bridges Transition Model was developed by <a href=\"https:\/\/wmbridges.com\/about\/what-is-transition\/\" rel=\"nofollow noopener\" target=\"_blank\">William Bridges<\/a> in <a href=\"https:\/\/www.mindtools.com\/pages\/article\/bridges-transition-model.htm\" rel=\"nofollow noopener\" target=\"_blank\">1991<\/a>. The model looks at change as a transition, acknowledging the emotional journey employees will encounter during the change.&nbsp;<\/p>\n<p style=\"text-align: left;\">Change happens to people despite their reactions, or whether the recipient <em>wants <\/em>to change to not. Put simply, change is often <em>forced <\/em>on the recipient.<\/p>\n<p style=\"text-align: left;\">The transition model tackles change as a journey rather than an abrupt shift. This is done by detailing three stages to guide the recipient through change:<\/p>\n<ul>\n<li style=\"text-align: left;\">Ending, losing, and letting go<\/li>\n<li style=\"text-align: left;\">The neutral zone<\/li>\n<li style=\"text-align: left;\">The new beginning<\/li>\n<\/ul>\n<h5 style=\"text-align: center;\">What's good about it<\/h5>\n<p style=\"text-align: left;\">The Bridges model takes a rare approach to change, acknowledging the employee's reactions and emotions. The very personal approach helps <em>everyone<\/em> adapt to the changes, employees and upper management are not segregated here.<\/p>\n<p style=\"text-align: left;\">Employees are considered as people, and by doing so you inspire loyalty and better performance, strengthening work bonds and performance.<\/p>\n<h5 style=\"text-align: center;\">What's bad about it<\/h5>\n<p>There are no real actionable steps, no set timeline or conditions for moving from one stage to another. It is more of a transition checklist helping your employees than a step-by-step guide on implementing change.<\/p>\n<h5 style=\"text-align: center;\">How to use this checklist<\/h5>\n<p>At the beginning of this checklist, you will be <strong>presented with a set of specialized questions<\/strong> given as form fields. You are required to populate each form field with your data.<\/p>\n<p>The checklist is broken down into the three stages of Bridge's transition model:<\/p>\n<ul>\n<li><strong>Stage 1 - <\/strong>Ending, losing and letting go<\/li>\n<li><strong>Stage 2 - <\/strong>The neutral zone<\/li>\n<li><strong>Stage 3 <\/strong>The new beginning<\/li>\n<\/ul>\n<p>At the end of each stage, your supervisor\/manager will review your work <strong>using Process Street's <a href=\"https:\/\/www.process.st\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approvals<\/a> feature<\/strong>. Other features used in this template include:&nbsp;<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Stop tasks<\/a> - To ensure task order.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">Dynamic due dates<\/a> - To make sure your initiative is reviewed on time.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignment<\/a> - To delegate tasks within your team ensuring your supervisors are appropriately assigned to the review tasks.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approvals<\/a> - Tasks can be accepted, rejected, and rejected with comments.<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"record-checklist-details\">\n<h2>Record checklist details<\/h2>\n<div class=\"text-content\">\n<p>In this Bridges Transition Model Process Checklist, you will be presented with the following <strong>form fields <\/strong>for which you are required to <strong>populate<\/strong> with your<strong> specific data<\/strong>. More information for each form field type is provided via linkage to our help pages:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\">Subtasks&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Long text<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Short text<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Date<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approvals<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignments<\/a><\/li>\n<\/ul>\n<p>Let's start by recording your business details, your details, and the details of your supervisor or manager.<\/p>\n<p>This is a stop task, meaning you cannot progress in this template until the required form fields are populated.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Business details<\/h5>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Business name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Your details<\/h5>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your full name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Details of Manager\/Supervisor<\/h5>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Manager's name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Checklist details<\/h5>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once set, the due dates for each phase in this Bridges Transition Model Process Checklist will be used to set a dynamic due date, <strong>notifying your manager for the needed stage approval when required.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Checklist start date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 1 due date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 2 due date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 3 due date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"overview-the-changes-to-be-made\">\n<h2>Overview the changes to be made<\/h2>\n<div class=\"text-content\">\n<p>Use this section to <strong>provide an overview<\/strong> of the changes to be made.<\/p>\n<p>Start by detailing the changes to be made using the long-text form field provided. Next, state <strong>why the change is important<\/strong>, and any difficulties\/road-blocks to change you might encounter.<\/p>\n<p>This is <strong>vital information<\/strong> you need to be clear on before implementing the Bridges Transition Model for change.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Changes to be made <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Why change is important <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Potential difficulties <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"stage-1--ending-losing-and-letting-go\">\n<h2>Stage 1 - Ending, losing, and letting go:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vWgwikRFKJ8MnCKjZXZPEA.png\" alt=\"Stage 1 -  Ending, losing, and letting go:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vWgwikRFKJ8MnCKjZXZPEA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-stage-1-meeting\">\n<h2>Schedule stage 1 meeting<\/h2>\n<div class=\"text-content\">\n<p><strong>The ending, losing and letting go stage<\/strong> is about guiding your employees through the emotions that change will inevitably bring. For this, you need <strong>effective communication.&nbsp; <\/strong>For effective communication, begin by<strong> setting up an initial meeting<\/strong>.<strong><\/strong><\/p>\n<p><strong>Select a date for this meeting<\/strong> using our date form field. This will utilize our<strong> dynamic due date feature<\/strong>, pinging you and the participating members a reminder a day before the meeting.<\/p>\n<p>There is also an option to select the participants to attend this meeting using our <strong>members form field<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 1: Meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-stage-1-meeting\">\n<h2>Plan stage 1 meeting<\/h2>\n<div class=\"text-content\">\n<p>Once you have scheduled the stage 1 meeting, the next stage is to <strong>plan this meeting<\/strong>, to make sure all bases are covered.<\/p>\n<p>You are presented with our long text form fields to guide you through this planning stage:<\/p>\n<ol>\n<li>Identify <em>who<\/em> is likely to lose <em>what<\/em> with the change.<\/li>\n<li>Clarify why an ending is needed.<\/li>\n<li>Define clearly <em>what<\/em> is ending and <em>what<\/em> isn't.<\/li>\n<li>Mark the ending.<\/li>\n<li>Provide a summary of the state of current affairs. Identify the problem.<\/li>\n<li>Summarize the changes you propose which will improve upon the current situation.<\/li>\n<li>Summarize the benefits of the proposed changes to drive the point home.<\/li>\n<\/ol>\n<p>You are then presented with our <strong>subtask form field<\/strong>. Check off the task on completion. This task ensures that you have evidence supporting your <strong>addressing <em>need <\/em>for change<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Those impacted by the change <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Potential losses from the change <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Summary: Current state of affairs <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Proposed changes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Why change is needed <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Benefits of proposed changes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>During the meeting, you need to<strong> communicate how the employee's skills and knowledge will transfer to new activities<\/strong>. Note down your thoughts on this using the long-text form field below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employees skills and knowledge <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">During the meeting, you will ask employees and managers to<strong> identify and note down the feelings instigated from the proposed changes<\/strong>. An emphasis on listening and communicating emotions is needed.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"run-stage-1-meeting\">\n<h2>Run stage 1 meeting<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>It is now time to run your stage 1 meeting. <br \/><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>This is a stop task meaning you cannot proceed in this checklist until stage 1 meeting has been conducted.<\/strong><\/p>\n<p style=\"text-align: left;\">Make sure you fill out the following long-text form fields to record employee and upper management's thoughts and emotions regarding the proposed changes.<\/p>\n<p class=\"style-danger\" style=\"text-align: left;\">It is important to mark the end of the current state of affairs during this meeting.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 1: Employees feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Sateg 1: Management feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">Whilst addressing feedback make sure to <strong>combat fears and anxieties<\/strong> by helping individuals <strong>understand the positive outcome the change will bring<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-a-mentor\">\n<h2>Assign a mentor<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">Make sure that anyone who needs to can <strong>reach out to a support channel<\/strong>. Assigning a mentor is a great way to support your employees through the changing period.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-stage-1\">\n<h2>Approval: Stage 1<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Assign a mentor<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Run stage 1 meeting<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"stage-2--the-neutral-zone\">\n<h2>Stage 2 - The neutral zone:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nVjLxPtWYrIcmJZQ13VLNA.jpg\" alt=\"Stage 2 - The neutral zone:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nVjLxPtWYrIcmJZQ13VLNA.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"understand-the-neutrality-zone\">\n<h2>Understand the neutrality zone<\/h2>\n<div class=\"text-content\">\n<p>The neutral zone is the bridge between the old and the new. During this time, the productivity of your employees is likely to be at its lowest, with the <strong>temptation for them to give up and revert<\/strong>.<\/p>\n<p>To<strong> effectively manage change<\/strong>, you need to understand these emotions and lowered productivity. Check off the tasks in the subtask form field below to acknowledge understanding.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I understand that change will negatively impact employee productivity\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I understand there will be a strong temptation for employees to give up and revert\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I understand the change will be resisted, and a positive and proactive response must be undertaken\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I understand that others will not be as enthusiastic for change as I am\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I understand to avoid \"pep-talks\" before individuals are ready for them\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"adapt-for-change\">\n<h2>Adapt for change<\/h2>\n<div class=\"text-content\">\n<p><strong>Adapt your organization<\/strong> to account for the changes made. Follow the subtask form field below to guide you through this process:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Protect staff from further changes or cluster the changes in a meaningful way\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create temporary roles, reporting relationships and organizational structures if needed\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify resources to help navigate the changing circumstances, for instance, special training programs\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Encourage creating thinking and discussion\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Provide an environment for staff to take risks, without having the fear of being punished for failures\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"schedule-stage-2-meeting\">\n<h2>Schedule stage 2 meeting<\/h2>\n<div class=\"text-content\">\n<p><strong>In the neutrality stage, you will face a lot of resistance to the changes implemented.&nbsp;<\/strong><\/p>\n<p>You need to deal with this resistance proactively and productively.<\/p>\n<p>Setting up a meeting during the neutrality stage with all relevant departments\/groups and employees impacted by the imposed changes is the best way to guide your team through this stage.&nbsp; <strong><\/strong><\/p>\n<p><strong>Select a date for this meeting<\/strong> using our date form field. This will utilize our<strong> dynamic due date feature<\/strong>, pinging you and the participating members a reminder a day before the meeting.<\/p>\n<p>There is also an option to select the participants to attend this meeting using our <strong>members form field<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 2: Meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"run-stage-2-meeting\">\n<h2>Run stage 2 meeting<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>It is now time to run your stage 2 meeting. <br \/><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>This is a stop task meaning you cannot proceed in this checklist until stage 1 meeting has been conducted.<\/strong><\/p>\n<p style=\"text-align: left;\">Make sure you fill out the following long-text form fields to record employee and upper management's thoughts and emotions regarding the proposed changes.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 2: Employee feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 2: Management feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-blockquote\" style=\"text-align: center;\">\"Nothing so undermines organizational change as the failure to think through the losses people face\" - <a href=\"https:\/\/quotefancy.com\/quote\/1711428\/William-Bridges-Nothing-so-undermines-organizational-change-as-the-failure-to-think\" rel=\"nofollow noopener\" target=\"_blank\">William Bridges <\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once you have identified issues and causes of change resistance, it's time to do something about it. Make sure you communicate the following:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Give your team wider context on how they're doing, to help them solve problems they encounter\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify short-term wins to capitalize on\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"approval-stage-2\">\n<h2>Approval: Stage 2<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Run stage 2 meeting<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"stage-3--the-new-beginning\">\n<h2>Stage 3 - The new beginning:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sarecwO9VgZdzS0WS-hGng.png\" alt=\"Stage 3 - The new beginning:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sarecwO9VgZdzS0WS-hGng.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"set-objectives-and-define-a-reward-scheme\">\n<h2>Set objectives and define a reward scheme<\/h2>\n<div class=\"text-content\">\n<p>During the new beginning stage, <strong>changes have been accepted and the energy is high<\/strong>.<\/p>\n<p>During this stage, you want to <strong>keep objectives clear<\/strong> so that change is reinforced and to keep up the pace of change. Use the long-text form field below to clearly state the objectives of change.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 3 objectives <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You want to <strong>reward the relevant team members and departments, especially those who championed the change<\/strong>. This reinforces that your goals were handled well and were the right thing to do in the first place.<\/p>\n<p>Use the long text form field to define your reward scheme.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 3 defined reward scheme <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Set objectives and define a reward scheme<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-stage-3-meeting\">\n<h2>Schedule stage 3 meeting<\/h2>\n<div class=\"text-content\">\n<p>To communicate the objective and reward schemes set up a stage 3 meeting with the relevant employees and departments. <strong><\/strong><\/p>\n<p><strong>Select a date for this meeting<\/strong> using our date form field. This will utilize our<strong> dynamic due date feature<\/strong>, pinging you and the participating members a reminder a day before the meeting.<\/p>\n<p>There is also an option to select the participants to attend this meeting using our <strong>members form field<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Stage 3: Meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"run-stage-3-meeting\">\n<h2>Run stage 3 meeting<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>It is now time to run your stage 3 meeting. <br \/><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>This is a stop task meaning you cannot proceed in this checklist until the stage 3 meeting has been conducted.<\/strong><\/p>\n<p style=\"text-align: left;\">Make sure you communicate defined objectives and the reward scheme.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>Defined objectives:&nbsp;<\/strong> {{form.Stage_3_objectives}}<\/p>\n<p class=\"style-warning\"><strong>Reward scheme:&nbsp;<\/strong> {{form.Stage_3_defined_reward_scheme}}<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Add new objectives to prevent complacency and continue to drive change.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> New objectives <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"harness-the-new-beginnings\">\n<h2>Harness the new beginnings<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work with your staff to identify the part they will play in the new system, once the changes have been implemented\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create ways to involve staff by creating strategies and action plans for every phase of the transition process\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ensure that policies, procedures, and priorities are consistent with the new beginning that is being created\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Build your self-awareness of your actions to ensure you are effectively modeling the new attitudes and behaviors asked of others\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Recognize staff for thr contributions and quick wins in the new ways of doing business\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Celebrate signs and early wins during the new beginnings\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"approval-stage-3\">\n<h2>Approval: Stage 3<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Run stage 3 meeting<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Harness the new beginnings<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.mindtools.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Mind Tools<\/a> - <a href=\"https:\/\/www.mindtools.com\/pages\/article\/bridges-transition-model.htm\" rel=\"nofollow noopener\" target=\"_blank\">Bridges Transition Model <\/a><\/li>\n<li><a href=\"https:\/\/wmbridges.com\/\" rel=\"nofollow noopener\" target=\"_blank\">William Bridges Association<\/a> - <a href=\"https:\/\/wmbridges.com\/about\/what-is-transition\/\" rel=\"nofollow noopener\" target=\"_blank\">Bridges Transition Model <\/a><\/li>\n<li><a href=\"https:\/\/quotefancy.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Quotes Fancy <\/a>- <a href=\"https:\/\/quotefancy.com\/quote\/1711428\/William-Bridges-Nothing-so-undermines-organizational-change-as-the-failure-to-think\" rel=\"nofollow noopener\" target=\"_blank\">\u201cNothing so undermines organizational change as the failure to think through the losses people face.\u201d<\/a><\/li>\n<li><a href=\"https:\/\/reveln.com\" rel=\"nofollow noopener\" target=\"_blank\">Reveln<\/a> - <a href=\"https:\/\/reveln.com\/wp-content\/uploads\/2012\/11\/Change-Checklist-William-Bridges-Transitions-Overview.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Change and Transition Checklists<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street <\/a> - <a href=\"https:\/\/www.process.st\/change-management-models\/\" rel=\"nofollow noopener\" target=\"_blank\">8 Critical Change Management Models to Evolve and Survive <\/a><\/li>\n<li><a href=\"https:\/\/pixabay.com\/illustrations\/couple-relationship-businessman-3159978\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/mohamed_hassan-5229782\/\" rel=\"nofollow noopener\" target=\"_blank\">Mohamed Hassan<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/sunrise-morning-mist-morgenrot-1634734\/\" rel=\"nofollow noopener\" target=\"_blank\">Image <\/a>- <a href=\"https:\/\/pixabay.com\/users\/ulleo-1834854\/\" rel=\"nofollow noopener\" target=\"_blank\">Ulleo<\/a>, re-sized<\/li>\n<\/ul>\n<\/p><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/adkar-model-change-management-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">ADKAR Model Change Management Process Checklist<\/a><a href=\"https:\/\/www.process.st\/templates\/bridges-transition-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/kotters-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Kotter\u2019s Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/kubler-ross-change-curve-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Kubler-Ross Change Curve Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/lewins-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Lewin's Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/lewins-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey<\/a><a href=\"https:\/\/www.process.st\/templates\/mckinsey-7-s-model-checklist-process\/\" rel=\"nofollow noopener\" target=\"_blank\"> 7-S Model Checklist Process<\/a><\/li>\n<li><a 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href=\"https:\/\/www.process.st\/templates\/vrio-analysis\/\" rel=\"nofollow noopener\" target=\"_blank\">VRIO Analysis Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/risk-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Risk Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-respond-to-negative-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Respond to Negative Reviews<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/business-needs-assessment-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Business Needs Assessment Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-satisfaction-survey\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Satisfaction Survey<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Audit 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rel=\"nofollow noopener\" target=\"_blank\">Environmental Accounting Internal Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/firewall-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Firewall Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/fleet-management-internal-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Fleet Management Internal Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/google-analytics-audit\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Analytics Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/isa-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">ISA Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ppc-audit-checklist\/\" 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