Change Management: Change Essentials

Why take this course

Many organisations have no change team and no heavy method, and still need change to go well. This course gives people with no experience a practical, light toolkit they can use straight away, without a big team or a big process.

What you will be able to do

To take someone from no experience to planning and supporting a real change with a simple, light toolkit. It is a practical practitioner course built for organisations that are new to change management, so the approach is deliberately light. It is our own method and is not a Prosci course. By the end, you will be able to:

• Explain why change succeeds or fails, and what changes for people.
• Use the UPELO™ method (Understand, Plan, Equip, Launch, Own) to plan and run a change from first conversation to handover.
• Assess the impact of a change and map who is affected.
• Build a one page change plan, including communications, training and support.
• Run a readiness check and recommend go, hold or adjust.
• Recruit and support champions, and handle resistance respectfully.
• Set simple measures for whether people are using the new way, and plan a proper handover.
• Tailor a light approach for an organisation that is new to change management.

What you will cover

1. 1

   Why change succeeds or fails

   Preparation and Day 1. The people side of change, what changes for individuals and for the organisation, the role of a change practitioner, and a plain English tour of established models (ADKAR, Kotter, Lewin) and how they relate to UPELO™.

2. 2

   Our UPELO™ method and your starting point

   Day 1. Understand, Plan, Equip, Launch, Own, and how to scale it to the size of the change. Judge how mature your organisation is at change and choose a light or fuller approach.

3. 3

   Understand

   Day 1. The case for change, impact assessment, stakeholder analysis and mapping, and the first view of risks and dependencies.

4. 4

   Plan

   Day 1 to 2. Objectives and success measures, the sponsor roadmap, communications plan, change roadmap and the start of your one page change plan.

5. 5

   Equip

   Day 2. Training needs and support, building and using a champions network, and preparing managers to lead their teams through the change.

6. 6

   Launch

   Day 2. Readiness check and a go, hold or adjust recommendation, running the launch, and handling resistance respectfully.

7. 7

   Own

   Day 2. Adoption measures, tracking benefits, reinforcing the new way of working, and a proper handover so the change sticks.

8. 8

   Your toolkit and assessment

   Finish your one page change plan and take away simple templates: impact assessment, stakeholder map, communications plan, readiness checklist and adoption tracker.

This covers the topics a practitioner level change course is expected to: theory and models, impact and stakeholder analysis, planning, communications, training and support, readiness, resistance, adoption and sustainment. It is our own course and is not an accredited qualification.

Course details

Who it is for

People new to change: project managers, business analysts, HR and L&D professionals, operations managers and team leaders asked to lead or support change, and anyone building a change function from scratch. No experience or qualification needed.

Before you start

Nothing. This is the starting point.

Length

2 days (about 12 hours of live learning), plus 1 to 2 hours of online preparation. An optional 90 minute follow up clinic about 4 weeks later. A 1 day introduction for managers who only need the basics is also available: £2,400 for up to 8 learners, plus £150 for each extra learner, to a maximum of 16 learners.

Where and how

Live on Zoom or your own platform over two consecutive days, or at your site. Each course is delivered in house for your organisation, and we agree group size with you (a maximum of 16 learners per trainer; up to 25 in person with a second facilitator).

When

We run each course when a larger group in your organisation wants it, and schedule it to suit you. There are no fixed public dates, and the minimum group is 5 learners.

Assessment

A one page change plan for a real or case study change, built across the two days, a short scenario quiz and written feedback. You receive a certificate of completion.&Please noteThis is our own course and is not a Prosci or APMG certification.

Next step

Change Influencer (2 days)