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Creating Major Change: An Eight-Step Process
Dave Carlson - March 11, 2009

  1. Establish a Sense of Urgency
    1. Examine the market and competitive realities.
    2. Identify and discuss crises, potential crisis, or major opportunities.

  2. Create the Guiding Coalition
    1. Put together a group with enough power to lead the change.
    2. Get the group to work together like a team.

  3. Develop a Vision and Strategy
    1. Create a vision to help direct the change effort.
    2. Develop strategies to achieve that vision.

  4. Communicate the Change Vision
    1. Use every vehicle possible to constantly communicate the new vision and strategies.
    2. Have the guiding coalition role model the behavior expected of employees.

  5. Empower Broad-Based Action
    1. Get rid of obstacles.
    2. Change systems or structures that undermine the change vision.
    3. Encourage risk taking and nontraditional ideas, activities, and actions.

  6. Generate Short-Term Wins
    1. Plan for visible improvements in performance, or ďwins.Ē
    2. Create those wins
    3. Visibly recognize and reward people who make the wins possible.

  7. Consolidate Gains and Produce More Change
    1. Use increased credibility to change all systems, structures, and policies that donít fit together and donít fit the transformation vision.
    2. Hire, promote, and develop new people who can implement the change vision.
    3. Reinvigorate the process with new projects, themes, and change agents.

  8. Anchor New Approaches in the Culture
    1. Create better performance through customer-oriented and productivity-oriented behavior, more and better leadership, and more effective management.
    2. Articulate the connections between new behaviors and organizational success.
    3. Develop means to ensure leadership development and succession.


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