{"id":22835,"date":"2020-05-07T12:36:37","date_gmt":"2020-05-07T12:36:37","guid":{"rendered":"https:\/\/www.process.st\/templates\/kotters-change-management-model-process-checklist\/"},"modified":"2024-02-29T02:07:00","modified_gmt":"2024-02-29T02:07:00","slug":"kotters-change-management-model-process-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/kotters-change-management-model-process-checklist\/","title":{"rendered":"Kotter\u2019s Change Management 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\/u4TiiMREQN3Yv0m0DpVFhw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u4TiiMREQN3Yv0m0DpVFhw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>Kotter's Change Management Model Process Checklist focuses less on the change itself and more on the people behind the change (adopting a top-down point of view). <br \/><\/strong><\/p>\n<h5 style=\"text-align: center;\">Kotter's Change Management Model: An introduction<\/h5>\n<p style=\"text-align: left;\">Developed in <a href=\"https:\/\/www.accipio.com\/eleadership\/mod\/wiki\/view.php?id=1874\" rel=\"nofollow noopener\" target=\"_blank\">1995<\/a> by John Kotter, the model works by creating a sense of urgency for change to create momentum behind it. Kotter's theory can be used to great effect in adapting a business to the current climate.<\/p>\n<p style=\"text-align: left;\">The theory works by:<\/p>\n<ul>\n<li style=\"text-align: left;\">Creating a sense of urgency<\/li>\n<li style=\"text-align: left;\">Building a core coalition<\/li>\n<li style=\"text-align: left;\">Forming a strategy vision<\/li>\n<li style=\"text-align: left;\">Getting everyone on board<\/li>\n<li style=\"text-align: left;\">Removing barriers and reducing friction<\/li>\n<li style=\"text-align: left;\">Generating short-term wins<\/li>\n<li style=\"text-align: left;\">Sustaining acceleration<\/li>\n<li style=\"text-align: left;\">Setting the changes in stone<\/li>\n<\/ul>\n<h5 style=\"text-align: center;\">What's good about it<\/h5>\n<p>The first stages of Kotter's theory set the foundation for success, creating a sense of urgency and convincing everyone <em>why <\/em>the change is necessary. This gives your team the drive to enact change, with enough people working on it for the change to become standard practice.<\/p>\n<h5 style=\"text-align: center;\">What's bad about it<\/h5>\n<p>Kotter's model is a top-down approach. The model doesn't take feedback onboard and therefore runs the risk of alienating employees by telling them what to do. This can be an issue for the company's working more collaboratively.<\/p>\n<p>Having a back and forth between upper management and employees is vital for giving context from varying points of view and skill sets, and for having employees adapt to the change at all.<\/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 8 stages of Kotter's Change Management Model:<\/p>\n<ul>\n<li style=\"text-align: left;\"><strong>Step 1 -<\/strong> Creating a sense of urgency<\/li>\n<li style=\"text-align: left;\"><strong>Step 2 - <\/strong>Building a core coalition<\/li>\n<li style=\"text-align: left;\"><strong>Step 3 - <\/strong>Forming a strategy vision<\/li>\n<li style=\"text-align: left;\"><strong>Step 4 - <\/strong>Getting everyone on board<\/li>\n<li style=\"text-align: left;\"><strong>Step 5 - <\/strong>Removing barriers and reducing friction<\/li>\n<li style=\"text-align: left;\"><strong>Step 6 - <\/strong>Generating short-term wins<\/li>\n<li style=\"text-align: left;\"><strong>Step 7 - <\/strong>Sustaining acceleration<\/li>\n<li style=\"text-align: left;\"><strong>Step 8 - <\/strong>Setting the changes in stone<\/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 Kotter's Change Management 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\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Website form field <\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">File upload form field<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignment <\/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>Once set, the due dates for each phase in this Kotter's Change Management 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> Step 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> Step 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> Step 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<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Step 4 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> Step 5 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> Step 6 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> Step 7 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> Step 8 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=\"overvirew-the-changes-to-be-made\">\n<h2>Overvirew the changes to be made<\/h2>\n<div class=\"text-content\">\n<p>Before you implement Kotter's Change Management Process, <strong>take the time to overview the changes you intend to implement<\/strong>.<\/p>\n<p>Begin my<strong> providing a summary<\/strong> of the changes to be made, before<strong> stating why these changes are needed<\/strong>. Next,<strong> outline any potential roadblocks<\/strong> you could encoutned after implementing these changes.<\/p>\n<p><strong>Use the long-text form fields<\/strong> provided to do this.<\/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 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> Potential roadblocks <\/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=\"step-1--create-a-sense-of-urgency\">\n<h2>Step 1 - Create a sense of urgency:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mGZaXLfEAKveUqfMJjhAQA.png\" alt=\"Step 1 - Create a sense of urgency:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mGZaXLfEAKveUqfMJjhAQA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-communication\">\n<h2>Plan communication<\/h2>\n<div class=\"text-content\">\n<p><strong>Creating a sense of urgency for your change<\/strong> will provide initial traction that you'll need to get your team on board and motivated.<\/p>\n<p>Luckily you don't need to do all of the work for this sense of urgency to spread. <strong>What you need is a core group<\/strong> that is open to discussing the changes. It is then likely that this group will, in turn, talk to others and convince them to feel the same way.<\/p>\n<p>You need to take stock of:<\/p>\n<ul>\n<li><strong>Potential threats <\/strong><\/li>\n<li><strong>What your competitors are doing<\/strong><\/li>\n<li><strong>Opportunities you can capitalize on <\/strong><\/li>\n<\/ul>\n<p>Use the long-text form fields below to document the above:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Potential threats<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Potential threats <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\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      Develop scenarios showing what could happen in the future\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Competitors<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What your competitors are doing <\/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<h5 style=\"text-align: center;\">Opportunities <\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Opportunities to capitalize on <\/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><strong>Communicate this information with your team<\/strong>. Set up a meeting for this communication to occur.<\/p>\n<p><strong>Select a date <\/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> Step 1 meeting 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<\/section>\n<section id=\"look-out-for-common-errors\">\n<h2>Look out for common errors<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>Common error: <\/strong>Complacency <\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"step-1-meeting\">\n<h2>Step 1 meeting<\/h2>\n<div class=\"text-content\">\n<p>It is now time to run your meeting. <strong>Remember to communicate....<\/strong><\/p>\n<p>Potential threats: {{form.Potential_threats}}<\/p>\n<p>What your competitors are doing: {{form.What_your_competitors_are_doing}}<\/p>\n<p>Opportunities to capitalize on: {{form.Opportunities_to_capitalize_on}}<\/p>\n<p><strong>This is a stop task meaning you cannot progress in this template until commitment from your core coalition has been obtained<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>During the meeting, <strong>discuss with your team the effects of change<\/strong> on your company and how these effects can be reduced. Use the long-text form field to document this.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Change impact <\/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> Impact mitigation <\/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\">This meeting aims to start honest discussions and give dynamic and convincing reasons to get people talking and thinking about the changes introduced.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"request-support\">\n<h2>Request support<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\">To <strong>re-affirm the desire for the changes introduced<\/strong>, it is a good idea to<strong> request support<\/strong> from outside stakeholders to strengthen your argument.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-step\">\n<h2>Approval: Step<\/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\">Step 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<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Request support<\/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\">Plan communication<\/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=\"step-2--build-a-core-coalition\">\n<h2>Step 2 - Build a core coalition:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/htXXdMnqvI2xR5kD1r9P0Q.jpg\" alt=\"Step 2 - Build a core coalition:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/htXXdMnqvI2xR5kD1r9P0Q.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"build-your-coalition-team\">\n<h2>Build your coalition team<\/h2>\n<div class=\"text-content\">\n<p>Creating a sense of urgency for change gets the ball rolling. Next, you need to get the key players on board. For this, <strong>gather organization leaders and stakeholders and convince them of the need to change<\/strong>.<\/p>\n<p>The best way to do this is to set up a meeting with these key players. To set up this meeting make sure that you have a good span of people with:<\/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      Various experience levels\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      The needed skillset\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      Various job titles\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Assign a date for the step 1 meeting. This will<strong> utilize the dynamic due date<\/strong> feature.&nbsp; You can then select the members to attend this meeting using the members form field given below. <\/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=\"look-out-for-common-errors-2\">\n<h2>Look out for common errors<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>Common error: <\/strong>Failing to create a sufficiently powerful guiding team<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"step-2-meeting\">\n<h2>Step 2 meeting<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>It is now time to run your step 2 meeting<\/strong>.<\/p>\n<p style=\"text-align: center;\"><strong>This is a stop task meaning you cannot progress in this template until commitment from your core coalition has been obtained<\/strong><\/p>\n<p>During this meeting be sure to ask them for a commitment to these changes, since you will need a strong core of promoters who can reach every employee in your business.<\/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      Commitment from your core coalition has been obtained\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"approval--step-2\">\n<h2>Approval - Step 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\">Step 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<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Build your coalition team<\/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=\"step-3--form-a-strategic-vision\">\n<h2>Step 3 - Form a strategic vision:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ljspg8tE45g0ebp3_eNHtg.png\" alt=\"Step 3 - Form a strategic vision:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ljspg8tE45g0ebp3_eNHtg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"summarize-your-vision-of-changes\">\n<h2>Summarize your vision of changes<\/h2>\n<div class=\"text-content\">\n<p>This step aims to <strong>define your changes and the vision that you are aiming for<\/strong>.<\/p>\n<p>It is key to not overwhelm whoever is listening with detail or complicated language.<\/p>\n<p>Use the long-text form fields to:<\/p>\n<ul>\n<li>Write down what values your changes work towards achieving<\/li>\n<li>Record what the changes are<\/li>\n<li>Record the predicted outcome<\/li>\n<li>Document the values central to the change<\/li>\n<li>Detail the future vision sought from the changes introduced<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Change goal <\/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> What the changes are <\/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> Predicted outcome <\/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> Values central to 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> The future sought <\/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-info\">Make sure the above-documented information <strong>is a summary<\/strong>. That means it must be kept to one or two sentences and in a simple enough language that everyone in the core group will understand.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"create-your-strategy\">\n<h2>Create your strategy<\/h2>\n<div class=\"text-content\">\n<p><strong>Vision is unhelpful without a strategy<\/strong> that will help you achieve that vision. Follow the subtask form field below to <strong>guide you through the creation of your strategy<\/strong>.<\/p>\n<p>You can then use the<strong> file upload or website form fields<\/strong> to add your documented strategy to this checklist.<\/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      Create a strategy to execute your vision\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      Consult with stakeholders to identify concrete tasks to be done to get closer to your vision\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      Check existing policies and procedures and responsible individuals\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Strategy <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once you have your strategy, you need to ensure you have the<strong> right resources <\/strong>for the effective implementation of this strategy.<\/p>\n<p><strong>Use the subtask form field<\/strong> below to guide you through the process of checking what resources you have.<\/p>\n<p><strong>Resources needed<\/strong>:<\/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      Environmental\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      Equipment\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      Information and knowledge\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      Financial e.g. cost\/benefit analysis\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      Personnel\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      Time\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"look-out-for-common-errors-3\">\n<h2>Look out for common errors<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>Common error: <\/strong>Underestimating the power of vision<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-step-3\">\n<h2>Approval: Step 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\">Summarize your vision of changes<\/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\">Create your strategy<\/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=\"step-4--get-everyone-on-board\">\n<h2>Step 4 - Get everyone on board:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rCLT_LHgoSPaxHG5foBOow.png\" alt=\"Step 4 - Get everyone on board:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rCLT_LHgoSPaxHG5foBOow.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-feedback\">\n<h2>Gather feedback<\/h2>\n<div class=\"text-content\">\n<p>Now it's time to spread your idea for change to the rest of your organization, including the front-line employees.<\/p>\n<p><strong>The goal of this stage is to convince your entire organization that the changes are necessary by explaining why they should happen. You are setting the stage for them to later deploy the changes. <\/strong><strong><\/strong><\/p>\n<p>Use the subtasks form field below to guide you through step 4:<\/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      Host discussions about the change topic\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      Be open to feedback\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      Set up a regular meeting with your employees\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      Promote change elements outside meetings\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>During this<strong> stage make sure you are applying feedback obtained<\/strong> from your employees.<\/p>\n<p>It is good practice to create a centralized document that will record this feedback. You can use our file upload, or website form fields (for online documentation) below to add this document to this checklist.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Feedback obtained <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"lead-by-example\">\n<h2>Lead by example<\/h2>\n<div class=\"text-content\">\n<p><strong>What you do<\/strong> is far more important than <strong>what you say<\/strong>.<\/p>\n<p>Follow the subtask form field below to ensure you lead by example:<\/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      Openly and honestly address peoples concerns and anxieties\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      Apply your vision to all aspects of operations - from training to performance reviews - everything needs to be tied back to the vision\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      Lead by example\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      Communicate through actions as well as verbally and through written forms of communication\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      Acknowledge that the best person to write the procedure is the one who does it, utilizing information and resources - use this as a coaching opportunity and an opportunity to check knowledge\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      Test the procedure after it has been written\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\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      Keep others aware of the change\/developing vision\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\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 all stakeholders are kept informed and involved when appropriate\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\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      Discuss the change as it develops and encourage constructive feedback\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       10\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      Keep motivation through work acknowledgment\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       11\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      Value team members\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       12\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      Make sure your teams value each other\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       13\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      Make processes easier, safer, rewarding and fun\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"look-out-for-common-errors-4\">\n<h2>Look out for common errors<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>Common error: <\/strong>Under-communicating the vision<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-step-4\">\n<h2>Approval: Step 4<\/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\">Gather feedback<\/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\">Lead by example<\/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=\"step-5--remove-barriers-and-reduce-friction\">\n<h2>Step 5 - Remove barriers and reduce friction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jpUnehxKchcKuMi9_l5JVw.png\" alt=\"Step 5 - Remove barriers and reduce friction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jpUnehxKchcKuMi9_l5JVw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"identify-the-issues\">\n<h2>Identify the issues<\/h2>\n<div class=\"text-content\">\n<p>With the successful completion of stage 4, all of your employees<strong> should be eager to get started with your changes<\/strong>.<\/p>\n<p>Before that, however, <strong>take a moment to access what might block the progression of your change to be implemented<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qPLI1zY682Uh_QTAmm1CoA.png\" alt=\"Identify the issues\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qPLI1zY682Uh_QTAmm1CoA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">An example of this would be that an employee might not have the skills required to use a new piece of technology or a team might not have the manpower spare for implementing a new task.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the long text form field below to <strong>detail the issue<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Issue blockading change <\/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=\"limit-the-issues\">\n<h2>Limit the issues<\/h2>\n<div class=\"text-content\">\n<p>Once the issue blockading change has been highlighted, you need to <strong>implement strategies to limit the issues as much as possible<\/strong>.<\/p>\n<p>The best way to do this is to analyze your structure and business processes to identify where your changes are being held back.&nbsp;<\/p>\n<p><strong>Problems can then be tackled (both human and technical) head-on.<\/strong><\/p>\n<p>Start by making sure you have documented processes. Use Process Street to document your business process in a checklist just like this one. For more information on how to document your business processes watch the below video.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/HQLaW5eItwA?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/www.process.st\/sign-up\/\" rel=\"nofollow noopener\" target=\"_blank\">Sign up<\/a> to Process Street here to get started.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once you have documented your business processes and identified the specific road-blocks, <strong>devise a plan to limit these issues<\/strong>. Use the long-text form field below to detail this plan.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Limitations will be removed by: <\/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=\"empower-a-broad-base-for-people-to-take-action\">\n<h2>Empower a broad base for people to take action<\/h2>\n<div class=\"text-content\">\n<p><strong>Follow the below subtask guide<\/strong> to remove barriers to the introduced changes:<\/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      Identify the change leaders whose main roles are to deliver change\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      Look at your oranizational structure, job descriptions, and performance to ensure they are in line with your vision\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      Recognize and reward people for making change happen\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      Identify people who are resisting the change, and help them see what is needed\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      Take action to quickly remove barriers (human or otherwise)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">You want to <strong>empower your staff <\/strong>as empowered staff...<strong><\/strong><\/p>\n<ul>\n<li>\n<p class=\"style-info\">Feel valued<\/p>\n<\/li>\n<li>\n<p class=\"style-info\">A more motivated<\/p>\n<\/li>\n<li>\n<p class=\"style-info\">Carry more self-responsibility<\/p>\n<\/li>\n<li>\n<p class=\"style-info\">Have ownership of their work<\/p>\n<\/li>\n<li>\n<p class=\"style-info\">Take increased responsibility for their work<\/p>\n<\/li>\n<li>\n<p class=\"style-info\">Learn quicker<\/p>\n<\/li>\n<li>\n<p class=\"style-info\">Gain confidence<\/p>\n<\/li>\n<li>\n<p class=\"style-info\">Participate in team leadership<\/p>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"look-out-for-common-errors-5\">\n<h2>Look out for common errors<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>Common error: <\/strong>Permitting obstacles to block the vision <\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-step-5\">\n<h2>Approval: Step 5<\/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\">Identify the issues<\/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\">Limit the issues<\/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\">Empower a broad base for people to take action<\/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=\"step-6--generate-shortterm-wins\">\n<h2>Step 6 - Generate short-term wins:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mADgYV51q7SA-tz_mOJBRQ.png\" alt=\"Step 6 - Generate short-term wins:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mADgYV51q7SA-tz_mOJBRQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"document-shortterm-wins\">\n<h2>Document short-term wins<\/h2>\n<div class=\"text-content\">\n<p>It is now time to deploy your proposed changes. However,<strong> the initial motivation change won't last forever<\/strong>.<\/p>\n<p>You, therefore,<strong> need to make sure that the short-term wins associated with the changes made are presented to your employees<\/strong>. Use the long-text form field below to summarize the short-term wins of the change proposed.<\/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      Thoroughly analyze the potential pros and cons of your process\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Short-term wins <\/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 can also<strong> measure the effects<\/strong> of the implemented change as it happens, then <strong>present this data to your team<\/strong> to show them exactly how their performance is affected.<\/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      Measure the effects of the implemented change\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      Document the effects of the implemented change\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Next, <strong>think of milestones\/targets you can set<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Change milestones\/targets <\/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 can <strong>reward employees<\/strong> sticking to the implemented changes and meeting the set target\/milestones.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reward those sticking to the 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>You want to<strong> acknowledge all who helped you meet your change targets<\/strong>:<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Team members who supported 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=\"text-content\">\n<p>It is important to <strong>acknowledge that<\/strong>:<\/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      Real transformation takes time, and there is a strong risk of losing momentum if there are no early successes\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><strong>Set up a meeting<\/strong> with your employees to present these short-term wins from the changes introduced.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Step 6 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<div class=\"text-content\">\n<p class=\"style-info\">Presenting the short-term wins to your employees<strong> creates a sense of accomplishment, <\/strong>showing the process in action. This means it is more likely that the employees will stick to the changes made. <\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"look-out-for-common-errors-6\">\n<h2>Look out for common errors<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>Common errors: <\/strong>Not systematically planning for and creating short term wins<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"step-6-meeting\">\n<h2>Step 6 meeting<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>It is now time to run the step 6 meeting<\/strong>.<\/p>\n<p style=\"text-align: center;\"><strong>This is a stop task meaning you cannot progress in this template until commitment from your core coalition has been obtained<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">During this meeting make sure you communicate the short-term wins from the changes made.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-step-6\">\n<h2>Approval: Step 6<\/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\">Document short-term wins<\/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\">Step 6 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=\"step-7--sustain-acceleration\">\n<h2>Step 7 - Sustain acceleration:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ri3BatgNslzI0hm3ZmRKVw.jpg\" alt=\"Step 7 - Sustain acceleration:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ri3BatgNslzI0hm3ZmRKVw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"evaluate-changes-and-set-new-goals\">\n<h2>Evaluate changes and set new goals<\/h2>\n<div class=\"text-content\">\n<p>Step 7 is all about sustaining the momentum that was generated from the initial changes made.&nbsp;<\/p>\n<p>With success, the acceleration can carry you far enough that the <strong>changes become a new habit<\/strong> before your team loses steam.<\/p>\n<p>In this stage, you need to take stock of the successes (or failures) your team made, consider:<\/p>\n<ul>\n<li>What happened<\/li>\n<li>What can be improved upon<\/li>\n<li>Successes<\/li>\n<li>Failures<\/li>\n<\/ul>\n<p>Use the long-text form fields to document the above:<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What happened <\/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> What can be improved upon <\/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> Successes <\/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> Failures <\/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>In this stage, you should also look to <strong>set new goals<\/strong>, whenever one of your current ones has been reached, so your team continually has something to work towards.<\/p>\n<p>Use the <strong>long-text form field to set your new goals<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> New goals set <\/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\">The<strong> analysis of what went right and what went wrong<\/strong> needs to be carried out for every win. The idea of this stage is to<strong> continually set new goals to build on the momemtum you have achieved<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"look-out-for-common-errors-7\">\n<h2>Look out for common errors<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>Common error<\/strong>: Declaring victory too soon<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-step-7\">\n<h2>Approval: Step 7<\/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\">Evaluate changes and set new goals<\/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=\"step-8--set-changes-in-stone\">\n<h2>Step 8 - Set changes in stone:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/msDvBTrYYFKUNvaPnrlDCw.png\" alt=\"Step 8 - Set changes in stone:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/msDvBTrYYFKUNvaPnrlDCw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"incorporate-change-in-your-business-processes\">\n<h2>Incorporate change in your business processes<\/h2>\n<div class=\"text-content\">\n<p>The final stage of Kotter's Change Management model looks at<strong> setting the changes made in stone<\/strong>. For this, the changes need to become a core part of your organization.<\/p>\n<p>Your organizational culture plays a big part here, determining what gets done. This includes existing staff and new leaders that are bought in. <strong>You don't want to lose the support of these people<\/strong>.<\/p>\n<p>To help you with this final stage of Kotter's Change Management Model,<strong> follow the below subtask form field<\/strong>.<\/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      Incorporate change in your documented processes\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      Talk about progress every chance you get - telling success stories about the change 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      Include the change ideals and values when hiring and training new staff\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      Ensure the policies, protocols, and procedures are well written and presented\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      Change only sticks when it becomes \"the way we do things\" - therefore make sure your changes are incorporated into your processes, policies, and protocols\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      Hold on to the new ways of behaving and make sure they succeed until they become a part of the team's culture\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\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      Maintain a clear focus\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\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      Embrace resistance\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\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      Respect those you resist\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       10\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      Drive cultural change with priority\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       11\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 you have robust and sustainable information and a knowledge management system\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>Remember<\/strong> you can use Process Street to document your business processes as a checklist, just like this. <a href=\"https:\/\/www.process.st\/sign-up\/\" rel=\"nofollow noopener\" target=\"_blank\">Sign up to Process Street here<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"look-out-for-common-errors-8\">\n<h2>Look out for common errors<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>Common error: <\/strong>Neglecting to anchor changes firmly in the organizational culture<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"reflect-on-the-changes-made\">\n<h2>Reflect on the changes made<\/h2>\n<div class=\"text-content\">\n<p>Reflect on the changes that you made. This <strong>includes promoting the changes made and promoting their success to help them endure moving forward<\/strong>.<\/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      Promote the changes made\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>As time goes on, the <strong>long-term successes of the implemented change will begin to be realized<\/strong>. Use the long-text form field to document these long-term successes<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Long term successes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\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      Continue communicate long-term successes\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"approval-stage-8\">\n<h2>Approval: Stage 8<\/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\">Incorporate change in your business processes<\/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\">Reflect on the changes made<\/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\">Look out for common errors<\/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.accipio.com\/eleadership\/\" rel=\"nofollow noopener\" target=\"_blank\">Accipio<\/a> - <a href=\"https:\/\/www.accipio.com\/eleadership\/mod\/wiki\/view.php?id=1874\" rel=\"nofollow noopener\" target=\"_blank\">John Kotter's 8\u00ad-Step Change Model<\/a><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/dp\/1422186431\/?tag=blueglasstech-20#reader_1422186431\" rel=\"nofollow noopener\" target=\"_blank\">Leading change<\/a>&nbsp; - <a href=\"https:\/\/twitter.com\/johnpkotter?lang=en\" rel=\"nofollow noopener\" target=\"_blank\">John Kotter<\/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=\"ttps:\/\/www.nes.scot.nhs.uk\" rel=\"nofollow\">Welcome to NHS Education for Scotland<\/a> - <a href=\"https:\/\/www.nes.scot.nhs.uk\/media\/2587226\/project_plan_kotter_steps.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Developing Policies, Protocols and Procedures using Kotter\u2019s 8 step Change Management Model<\/a><\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/sheep-herd-pasture-flock-animal-1246204\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> -<a href=\"https:\/\/pixabay.com\/users\/free-photos-242387\/\" rel=\"nofollow noopener\" target=\"_blank\"> Free-Photos<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/telescope-by-looking-view-optics-2127704\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/lars_nissen-2780243\/\" rel=\"nofollow noopener\" target=\"_blank\">Lars_Nissen<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/sunrise-boat-rowing-boat-nobody-1014711\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/quangle-1584596\/\" rel=\"nofollow noopener\" target=\"_blank\">quangle<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/baukegel-shield-cone-pilone-hat-2694486\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/kalhh-86169\/\" rel=\"nofollow noopener\" target=\"_blank\">Kalhh<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/children-win-success-video-game-593313\/\" rel=\"nofollow noopener\" target=\"_blank\">Image <\/a>- <a href=\"https:\/\/pixabay.com\/users\/startupstockphotos-690514\/\" rel=\"nofollow noopener\" target=\"_blank\">StartupStockPhotos<\/a>, re-start<\/li>\n<li><a href=\"https:\/\/pixabay.com\/illustrations\/tail-star-christmas-christmas-tree-2801599\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/geralt-9301\/\" rel=\"nofollow noopener\" target=\"_blank\">Geralt<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/zen-garden-meditation-monk-stones-2040340\/\" rel=\"nofollow noopener\" target=\"_blank\">Image <\/a>- <a href=\"https:\/\/pixabay.com\/users\/eliassch-3372715\/\" rel=\"nofollow noopener\" target=\"_blank\">EliasSch<\/a>, re-sized<\/li>\n<\/ul><\/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\/bridges-transition-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Bridges Transition Model Process Checklist<\/a><a href=\"https:\/\/www.process.st\/templates\/kotters-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/templates\/kotters-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/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\/adkar-model-change-management-process-checklist\/\" target=\"_self\" rel=\"nofollow noopener\">ADKAR Model Change Management 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><a href=\"https:\/\/www.process.st\/templates\/nudge-theory-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/nudge-theory-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Nudge Theory Change Management Model Process Checklist<\/a><a href=\"https:\/\/www.process.st\/templates\/pdca-cycle-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/pdca-cycle-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">PDCA Cycle Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/satir-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Satir Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/5-whys-template\/\" rel=\"nofollow noopener\" target=\"_blank\"> 5 Whys Checklist Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/project-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Management Process<\/a><\/li>\n<li><a 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 Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-planning-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Planning Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/gap-analysis-template\/\" rel=\"nofollow noopener\" target=\"_blank\"> Gap Analysis Template<\/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\/how-to-ask-for-a-review\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Ask for a Review from a High Touch Client Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/application-security-audit-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Application Security Audit Checklist Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/environmental-accounting-internal-audit\/\" 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\/\" rel=\"nofollow noopener\" target=\"_blank\">PPC Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/technical-seo-audit\/\" rel=\"nofollow noopener\" target=\"_blank\">Technical SEO Audit<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Kotter's Change Management Model Process Checklist focuses less on the change itself and more on the people behind the change (adopting a top-down point of view). Kotter's Change Management Model: An introduction Developed in 1995 by John Kotter, the model works by creating a sense of urgency for change to create momentum behind it. [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":22836,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"46","template_description":"Run this Kotter's Change Management Model Process Checklist to effectively implement change with a focus on the people behind it.","template_id":"irSa8aD7S_TrxR51EVBBIA","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Record checklist details","task_slug_1":"record-checklist-details","task_2":"Overvirew the changes to be made","task_slug_2":"overvirew-the-changes-to-be-made","task_3":"Step 1 - Create a sense of urgency:","task_slug_3":"step-1--create-a-sense-of-urgency","task_4":"Plan communication","task_slug_4":"plan-communication","task_5":"Look out for common errors","task_slug_5":"look-out-for-common-errors","task_6":"Step 1 meeting","task_slug_6":"step-1-meeting","task_7":"Request support","task_slug_7":"request-support","task_8":"Approval: Step","task_slug_8":"approval-step","task_9":"Step 2 - Build a core coalition:","task_slug_9":"step-2--build-a-core-coalition","task_10":"Build your coalition team","task_slug_10":"build-your-coalition-team","task_11":"Look out for common errors","task_slug_11":"look-out-for-common-errors-2","task_12":"Step 2 meeting","task_slug_12":"step-2-meeting","task_13":"Approval - Step 2","task_slug_13":"approval--step-2","task_14":"Step 3 - Form a strategic vision:","task_slug_14":"step-3--form-a-strategic-vision","task_15":"Summarize your vision of  changes","task_slug_15":"summarize-your-vision-of-changes","task_16":"Create your strategy","task_slug_16":"create-your-strategy","task_17":"Look out for common errors","task_slug_17":"look-out-for-common-errors-3","task_18":"Approval: Step 3","task_slug_18":"approval-step-3","task_19":"Step 4 - Get everyone on board:","task_slug_19":"step-4--get-everyone-on-board","task_20":"Gather feedback","task_slug_20":"gather-feedback","task_21":"Lead by example","task_slug_21":"lead-by-example","task_22":"Look out for common errors","task_slug_22":"look-out-for-common-errors-4","task_23":"Approval: Step 4","task_slug_23":"approval-step-4","task_24":"Step 5 - Remove barriers and reduce friction:","task_slug_24":"step-5--remove-barriers-and-reduce-friction","task_25":"Identify the issues","task_slug_25":"identify-the-issues","task_26":"Limit the issues","task_slug_26":"limit-the-issues","task_27":"Empower a broad base for people to take action","task_slug_27":"empower-a-broad-base-for-people-to-take-action","task_28":"Look out for common errors","task_slug_28":"look-out-for-common-errors-5","task_29":"Approval: Step 5","task_slug_29":"approval-step-5","task_30":"Step 6 - Generate short-term wins:","task_slug_30":"step-6--generate-shortterm-wins","task_31":"Document short-term wins","task_slug_31":"document-shortterm-wins","task_32":"Look out for common errors","task_slug_32":"look-out-for-common-errors-6","task_33":"Step 6 meeting","task_slug_33":"step-6-meeting","task_34":"Approval: Step 6","task_slug_34":"approval-step-6","task_35":"Step 7 - Sustain acceleration:","task_slug_35":"step-7--sustain-acceleration","task_36":"Evaluate changes and set new goals","task_slug_36":"evaluate-changes-and-set-new-goals","task_37":"Look out for common errors","task_slug_37":"look-out-for-common-errors-7","task_38":"Approval: Step 7","task_slug_38":"approval-step-7","task_39":"Step 8 - Set changes in stone:","task_slug_39":"step-8--set-changes-in-stone","task_40":"Incorporate change in your business processes","task_slug_40":"incorporate-change-in-your-business-processes","task_41":"Look out for common errors","task_slug_41":"look-out-for-common-errors-8","task_42":"Reflect on the changes made","task_slug_42":"reflect-on-the-changes-made","task_43":"Approval: Stage 8","task_slug_43":"approval-stage-8","task_44":"Sources:","task_slug_44":"sources","task_45":"Related checklists:","task_slug_45":"related-checklists","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[12,52,7,38],"tags":[],"class_list":["post-22835","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-human-resources","category-management-system","category-miscellaneous","category-quality-management"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/22835","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=22835"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/22835\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/22836"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=22835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=22835"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=22835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}