Phase III of The Change Leader’s Roadmap: Assess the Situation to Determine Design Requirements enables the upcoming Design work for your project to be handled in the most informative and aligned way possible. In it, you are assessing relevant (four quadrant) aspects of the organization and its culture for what already support your desired future state, what blocks it and what might need to be added brand new. It also considers best practices from other organizations who have made this type of change, and importantly, requests input from your stakeholders and end-users. One unique addition to this phase is the determination of the leaders’ boundary conditions for the solution--what are the “givens” or lines in the sand the design scenario must respect. All this helps to align the people doing the design to know what the solution needs to meet to be successful, your Design Requirements.

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Phase II of The Change Leader’s Roadmap is designed to inform, enroll and inspire your Project Community and all stakeholders of your project in making the effort successful. It highlights that the project will require changes in people’s mindsets and behavior, which is a unique and essential expectation at project launch. This phase then develops more detailed plans for both Communications and Engagement so that your stakeholders understand and know how they will be asked to contribute during the change process. Communicating the project’s desired outcomes, case for change and change strategy ensures this understanding as well as demonstrates that the old way of operating is about to end.

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The Change Leader’s Roadmap process has nine phases. This episode presents the critical Upstream work of Phase I: Prepare to Lead the Change. It outlines the six Activities of this Phase and reviews the work of the Tasks for each Activity. While the lengthiest Phase, it sets up the project for success and demonstrates the importance of the leaders engaging in the foundational work to do so.

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