STEP 2

Equip your team

Ensure people have the knowledge and skills they need

Doing things differently can be scary.

Make sure people affected by your project are confident about what to do and how to do it

To avoid these:

  • Frustration
  • Stress
  • Inaction

Create these:

  • Knowledge
  • Skills
  • Preparedness

Equip checklist

  • Ensure people understand how their roles will change after the project
  • Inform people exactly what they need to do when the project starts
  • Educate people to use new systems and processes
  • Provide easy to find access to information on the project
  • Train people to use any new tools they'll need during and after the project
  • Bolster people's confidence on how to do their jobs following the project's conclusion

Plan a variety of Equip activities

Training workshops

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

Demonstrations

Showing is more powerful than telling

One-on-one training

Personal support makes sure people are up to speed

Coaching

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

E-learning

Train geographically dispersed groups with flexibility

Super user support

One-on-one guidance from a person who understands a new system or process

Explainer videos

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

Written materials

Provide clear language guides and ensure they're easy to access

Job aids

Boost preparedness with simple, easy to read job-aid guides

Presentations

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

Intranet/microsites

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

Video conferences

Share info in real time with geographically dispersed audiences.

Face-to-face conversations

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

Emails

The most common communication medium - don't overuse!

+ more

Get creative with how you Equip your people!

Examples

NEW PROCESS
TECHNOLOGY UPGRADE
ROLE CHANGE PROJECT
NEW PROCESS
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 Equip step in this Change Plan:

Step-Number-2

Equip your team

Train skills & impart knowledge needed

icon-equip-coaching

Coaching

Team leaders will review the new process with call center team members during regular coaching sessions

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Job aid

Printed copies of the new escalation process will be given to all team members

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 Equip step in this Change Plan:

Step-Number-2

Equip your team

Train skills & impart knowledge needed

icon-equip-workshop

Training workshop

Lunch learning workshops run by vendor with detailed guidance for using the new system

icon-equip-intranet

Intranet

A detailed user guide will be made available on demand in the intranet

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'Super-user' support

Team leaders to identify individuals who may need one-on-one help from a colleague on using the new system

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 2 activities for the Equip step in this Change Plan:

Step-Number-2

Equip your team

Train skills & impart knowledge needed

icon-equip-intranet

Intranet

Create a new article with details on the new performance metric, include a 'FAQ' section with comments & a discussion feature

icon-equip-workshop

Training workshop

Santosh & Priya to coordinate 1 hour workshops for all sales team members for a detailed walk-through of the new performance metric

Schedule Equip 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

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Equip activities