STEP 1

Engage your team

Get people onboard to boost your project success & minimize risks

New things happening at work create uncertainty.

When faced by change, it's normal to wonder 'How will this affect me?'

Create these:

  • Awareness
  • Understanding
  • Mobilization

To avoid these:

  • Confusion
  • Fear
  • Resistance

Engage checklist

  • Explain what is happening and why
  • Show how the project benefits the organization, customers & employees
  • Describe the impact it will have on people's roles
  • Discuss the risks of not implementing the project
  • Demonstrate how the project supports the organization's strategy
  • Explain what people can start doing to support the project
  • Let people know the expected timeframe

Plan a variety of activities

Face-to-face conversations

Talking with people is highly engaging and lets you respond to questions

Roadshows

Senior leaders making presentations to multiple audiences about upcoming changes

Emails

The most common communication medium - don't overuse!

Social media

Build anticipation, share info respond to questions via internal social media

Intranet/microsites

A go-to repository for detailed information about what's happening

Newsletters

Flag upcoming projects well ahead of time, inform a wide audience

Posters

Target specific audiences, creating visibility for the project. Use a designer.

Presentations

Gather people to offer detailed info & respond to questions. Use visual aids.

Video conferences

Share info in real time with geographically dispersed audiences.

Meetings

Flexible way to share information and/or gather feedback

Explainer videos

Creating a short video lets you communicate a lot in an easy-to-share, fast and engaging manner

Phone calls

The human voice brings authenticity and the ability to answer questions in real time

Executive presentations

A senior leader presenting shows the importance of the project to the organisation

Coaching

Alert coaches about what's coming up so they can share info with their coachees

+ more

Get creative with how you Engage your people!

Examples

PROCESS CHANGE
TECHNOLOGY UPGRADE
ROLE CHANGE PROJECT
PROCESS CHANGE
Process

New Process

In two weeks time, all complex customer support calls will need to be escalated to team leaders rather than being handled by the regular customer support team.

There are 2 activities for the Engage step in this Change Plan:

Step-Number-1

Engage your team

Communicate what is happening and why

icon-engage-executive-presentation

Executive Presentation

Company CEO to explain why this change is needed, making reference to the loss of a key account last year

icon-engage-email

Email

A reminder of the CEO's announcement about the new process will be put into weekly employee update

TECHNOLOGY UPGRADE
Technology

Technology Upgrade

The system screens that the organization's operations team use are being changed to allow new features to be added in the future.

There are 3 activities for the Engage step in this Change Plan:

Step-Number-1

Engage your team

Communicate what is happening and why

icon-engage-poster

Posters

Highlight new CRM features and customer self-support, screenshots to be provided by vendor

icon-engage-explainer-video

Explainer video

Walkthrough of new CRM use flow as well & new external website, shared via link in email

icon-engage-email

Email

Reminder of new CRM screen introduction, include FAQs

ROLE CHANGE PROJECT
Role change

Role Change Project

A new performance metric is being introduced that will affect the organization's sales team.

There are 3 activities for the Engage step in this Change Plan:

Step-Number-1

Engage your team

Communicate what is happening and why

icon-engage-meeting

Meeting

To introduce the new performance metric, overview how it will help the company and impact on people's roles

icon-engage-presentation

Presentation

Provide more details, make reference to the successful implementation of a similar metric in overseas offices

icon-engage-social-media

Social media

Post infographic on Yammer comparing old and new KPIs, include link to FAQs article on intranet

Schedule activities early

Project Initiation

Focus on Engage activities to create awareness & get people on board

Project Planning

Continue Engage activities, use Equip activities to provide people with skills & knowledge they'll need

Project Implementation

Continue Equip activities, begin Embed activities to ensure the project is sustained

Project Closing

Continue Embed activities as long as required to sustain project success

Engage activities

Project Initiation

Focus on Engage activities to create awareness & get people on board

Project Planning

Continue Engage activities, use Equip activities to provide people with skills & knowledge they'll need

Project Implementation

Continue Equip activities, begin Embed activities to ensure the project is sustained

Project Closing

Continue Embed activities as long as required to sustain project success

Engage activities