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- Understanding the Change - Clearly articulate current circumstances and what the end goal is. Determining who is needed to move the organization or initiative from beginning to end, and everything in between, is critical for successful change.
- Understanding What Drives Change - Given the circumstances of the change you are facilitating, why is it happening? We cannot adequately address change without first asking this question. One way to do this well is to follow the 5 Whys Method, conveniently available in MO Learning!
- Making an Action Plan - A critical step in successful change is making an action plan. Determine who is needed, and what they need to do (similarly to articulating the problem as in step one). Work to create a roadmap that clearly explains how to get from the beginning to the end of the process. Define the strategies, stakeholders, and goals early on to keep better momentum later on.
- Communicate, Communicate, Communicate - In the beginning stages of making your action plan, make sure you are also crafting communication materials to your peers, team members, and stakeholders. Effective change is facilitated by trust and transparent communication is a great way to do this!
- Anticipate Obstacles - Listen to your peers, team members, and stakeholders early on. They might alert you to some anticipated obstacles and provide insight on how to navigate them. If you have a large enough team, try designating working groups to determine ways around obstacles. As a change agent, you will need to work towards removing as many obstacles as possible for the team to ensure success.