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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This episode launches an exclusive ten-part series on The Change Leader’s Roadmap, Being First’s world-class methodology for leading change projects. This approach, referred to as the CLR, is the most comprehensive guidance system for all magnitudes and types of change. It is a thinking discipline that provides strategic and operational step-by-step actions for your project from start to sustainable results.

In this episode, I’ll walk you through the entire CLR’s nine phases and outline its Activities in logical process sequence while recommending best practices for launch, design, implementation and full adoption. In the next nine episodes, I will discuss each of the CLR’s nine phases in greater depth, including its Deliverables, Activities and Change Tasks.

The CLR is not just another methodology; it’s an A to Z process roadmap for project success, expanding on the traditional actions of project management and change management. With 40+ years of proven experience, it is a guidance system to leading with a Conscious Change Leadership mindset and repertoire. Understanding it will allow you to tailor its breadth to match the needs of your unique project.

So, whether you're new to change leadership or a seasoned pro, tune in to this series to learn how The Change Leader's Roadmap methodology can expand your approach to change. Get ready to discover what you need to take your projects to the next level!

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Dr. Diana Whitney is a global pioneer in the field of Appreciative Inquiry, a positive revolution radically transforming leadership and organizational change. Diana will share her journey to becoming a master consultant and coach in this space and offer guidance for leaders and consultants alike for making positive change in the world.

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With 30 years’ experience, Jeff Skipper has been around the block supporting leaders and consultants alike to enhance their approach to leading disruptive change. He has authored several books and training programs, including "Dancing with Disruption" and “High-Impact Workshops for Change Leaders." In this episode, Jeff candidly shares his journey and aspirations for driving higher levels of performance and returns through transformation.

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Most change efforts struggle to get early traction without clarity, leadership and alignment. The Upstream stage of change is all about getting your initiatives off the ground with sound process and governance. This episode outlines the seven requirements for launching for success, each clarifying what it takes to set up a strong start, which leads to a better and faster finish. Accomplishing this early work is an investment that leaders, project teams, and consultants will want to do for every major initiative!

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Although every major change effort has a sponsor, not many sponsors fully understand the role, how to set up the effort for success, and provide clear guidance from start to completion. When consulting to sponsors, there are ten extremely important questions that can have them thinking more strategically, engaging more fully, and providing the kind of leadership their initiatives require. Come hear about these questions and consider the implications for getting your sponsor to embrace what their efforts need from them.

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