I started out by setting up a day's worth of meetings with key leaders and stakeholders. After meeting with them, I found that many of them were familiar with Prosci's ADKAR Change Management Model and felt as though individuals throughout the organization could relate to the methodology and that it would be embraced. After a full 10-hour day of interviews with key leaders and stakeholders, I spent the next two days crafting an OCM Strategy. I maintained close contact with the interviewees and asked several follow-up questions. I finalized the document and circulated it to the leadership team for review and approval. They loved it and immediately implemented the strategy!
The final product was a no-frills Excel spreadsheet that was 2 pages in length. Here is the spreadsheet format that I used:
- Organizational Change Vision Statement - a brief vision statement at the top of the spreadsheet with 4-5 key desired outcome bullets.
- Spreadsheet Headings: Item#, ADKAR Step, Action Step, Action Step Details, Accountable Resource(s), Target Date, Date Completed, Comments