APPENDIX: PHASES, ACTIVITIES, AND TASKS OF THE CHANGE LEADER’S ROADMAP

PHASE I: PREPARE TO LEAD THE CHANGE

Activity I.A—Start Up and Staff Change Effort

Task I.A.1-Obtain Project Briefing
Task I.A.2-Clarify and Staff Initial Change Leadership Roles
Task I.A.3-Create Optimal Working Relationships
Task I.A.4-Identify Project Community
Task I.A.5-Determine Phase I Roadmap

Activity I.B—Create Case for Change and Determine Initial Desired Outcomes

Task I.B.1-Design Process for Creating Case for Change and Initial Desired Outcomes

Task I.B.2-Assess Drivers of Change
Task I.B.3-Clarify Type of Change
Task I.B.4-Identify Leverage Points for Change
Task I.B.5-Perform Initial Impact Analysis
Task I.B.6-Clarify Target Groups and Scope
Task I.B.7-Determine Degree of Urgency
Task I.B.8-Determine Desired Outcomes and Compile Case for Change

Activity I.C—Assess and Build Organization’s Readiness and Capacity

Task I.C.1-Assess Readiness and Capacity
Task I.C.2-Build Readiness and Capacity

Activity I.D—Build Leaders’ Capability to Lead the Change

Task I.D.1-Assess Leaders’ Capability to Lead the Change
Task I.D.2-Ensure Leaders Model Desired Mindset and Behavior
Task I.D.3-Build Leader Commitment and Alignment
Task I.D.4-Develop Leaders’ Change Knowledge and Skills
Task I.D.5-Develop Executive and Change Leadership Teams
Task I.D.6-Support Individual Executives and Change Leaders

Activity I.E—Clarify Overall Change Strategy

Task I.E.1-Design Process for Building Change Strategy
Task I.E.2-Define Values and Guiding Principles
Task I.E.3-Clarify Governance and Decision Making
Task I.E.4-Determine Required Initiatives and How to Unify Them
Task I.E.5-Determine Fit and Priority of Change Effort
Task I.E.6-Create Multiple Project Integration Strategy
Task I.E.7-Identify Bold Actions
Task I.E.8-Clarify Engagement Strategy
Task I.E.9-Design Overall Communication Plan
Task I.E.10-Determine Change Acceleration Strategies
Task I.E.11-Secure Commitment for Resources

Task I.E.12-Identify Milestones and Timeline, and Compile Change Strategy

Activity I.F—Build Infrastructure and Conditions to Support Change Effort

Task I.F.1-Initiate Strategies for Dealing with Political Dynamics
Task I.F.2-Create Conditions for Success
Task I.F.3-Identify Process for Creating Shared Vision
Task I.F.4-Design Information Generation and Management Strategies
Task I.F.5-Initiate Course Correction Strategy and System

Task I.F.6-Initiate Strategies for Supporting People Through Emotional Reactions and Resistance

Task I.F.7-Initiate Temporary Support Mechanisms
Task I.F.8-Determine Measurements of Change
Task I.F.9-Initiate Temporary Rewards
Task I.F.10-Determine Phase II Through Phase V Roadmap

PHASE II: CREATE ORGANIZATIONAL VISION, COMMITMENT, AND CAPABILITY

Activity II.A—Build Organizational Understanding of Case for Change, Vision, and Change Strategy

Task II.A.1-Communicate Case for Change and Change Strategy
Task II.A.2-Roll Out Process to Create Shared Vision and Commitment
Task II.A.3-Demonstrate That Old Way of Operating Is Gone

Activity II.B—Increase Organization’s Capability to Change

Task II.B.1-Build Organization’s Change Knowledge and Skills
Task II.B.2-Promote Required Mindset and Behavior Change

PHASE III: ASSESS THE SITUATION TO DETERMINE DESIGN REQUIREMENTS

Activity III.A—Assess the Situation to Determine Design Requirements

Task III.A.1-Assess Relevant Aspects of Your Organization
Task III.A.2-Benchmark Other Organizations for Best Practices
Task III.A.3-Clarify Customer Requirements
Task III.A.4-Write Statement of Design Requirements

PHASE IV: DESIGN THE DESIRED STATE

Activity IV.A—Design Desired State

Task IV.A.1-Create Process and Structure to Design Desired State
Task IV.A.2-Design Desired State
Task IV.A.3-Pilot Test
Task IV.A.4-Communicate Desired State

PHASE V: ANALYZE THE IMPACT

Activity V.A—Analyze Impacts of Desired State

Task V.A.1-Design Process for Conducting Impact Analysis
Task V.A.2-Identify and Group Impacts
Task V.A.3-Assess Magnitude of Impacts and Prioritize
Task V.A.4-Refine Desired State

PHASE VI: PLAN AND ORGANIZE FOR IMPLEMENTATION

Activity VI.A—Develop Implementation Master Plan

Task VI.A.1-Design Process to Develop Implementation Master Plan
Task VI.A.2-Identify Impact Solutions and Action Plans

Task VI.A.3-Integrate Solutions and Action Plans and Compile Implementation Master Plan

Task VI.A.4-Design Strategies to Sustain Energy for Change
Task VI.A.5-Determine Resources, Pacing Strategy, and Timeline

Activity VI.B—Prepare Organization to Support Implementation

Task VI.B.1-Establish Infrastructure and Conditions to Support Implementation

Task VI.B.2-Support People Through Implementation
Task VI.B.3-Communicate Implementation Master Plan

PHASE VII: IMPLEMENT THE CHANGE

Activity VII.A—Implement the Change

Task VII.A.1-Roll Out Implementation Master Plan
Task VII.A.2-Monitor and Course-Correct Implementation
Task VII.A.3-Monitor and Course-Correct Desired State

PHASE VIII: CELEBRATE AND INTEGRATE THE NEW STATE

Activity VIII.A—Celebrate Achievement of Desired State

Task VIII.A.1-Celebrate Achievement of Desired State

Activity VIII.B—Support Integration and Mastery of New State

Task VIII.B.1-Support Individuals and Teams to Integrate and Master New State

Task VIII.B.2-Support Whole System to Integrate and Master New State

PHASE IX: LEARN AND COURSE-CORRECT

Activity IX.A—Build System to Continuously Improve New State

Task IX.A.1-Build System to Continuously Improve New State

Activity IX.B—Learn from Your Change Process and Establish Best Practices

Task IX.B.1-Learn from Your Change Process and Establish Best Practices

Activity IX.C—Dismantle Temporary Change Infrastructure

Task IX.C.1-Dismantle Temporary Change Infrastructure