The Change Leader’s Roadmap process has nine phases. This episode presents the critical Upstream work of Phase I: Prepare to Lead the Change. It outlines the six Activities of this Phase and reviews the work of the Tasks for each Activity. While the lengthiest Phase, it sets up the project for success and demonstrates the importance of the leaders engaging in the foundational work to do so.

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This episode launches an exclusive ten-part series on The Change Leader’s Roadmap, Being First’s world-class methodology for leading change projects. This approach, referred to as the CLR, is the most comprehensive guidance system for all magnitudes and types of change. It is a thinking discipline that provides strategic and operational step-by-step actions for your project from start to sustainable results.

In this episode, I’ll walk you through the entire CLR’s nine phases and outline its Activities in logical process sequence while recommending best practices for launch, design, implementation and full adoption. In the next nine episodes, I will discuss each of the CLR’s nine phases in greater depth, including its Deliverables, Activities and Change Tasks.

The CLR is not just another methodology; it’s an A to Z process roadmap for project success, expanding on the traditional actions of project management and change management. With 40+ years of proven experience, it is a guidance system to leading with a Conscious Change Leadership mindset and repertoire. Understanding it will allow you to tailor its breadth to match the needs of your unique project.

So, whether you're new to change leadership or a seasoned pro, tune in to this series to learn how The Change Leader's Roadmap methodology can expand your approach to change. Get ready to discover what you need to take your projects to the next level!

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Dr. Diana Whitney is a global pioneer in the field of Appreciative Inquiry, a positive revolution radically transforming leadership and organizational change. Diana will share her journey to becoming a master consultant and coach in this space and offer guidance for leaders and consultants alike for making positive change in the world.

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With 30 years’ experience, Jeff Skipper has been around the block supporting leaders and consultants alike to enhance their approach to leading disruptive change. He has authored several books and training programs, including "Dancing with Disruption" and “High-Impact Workshops for Change Leaders." In this episode, Jeff candidly shares his journey and aspirations for driving higher levels of performance and returns through transformation.

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Most change efforts struggle to get early traction without clarity, leadership and alignment. The Upstream stage of change is all about getting your initiatives off the ground with sound process and governance. This episode outlines the seven requirements for launching for success, each clarifying what it takes to set up a strong start, which leads to a better and faster finish. Accomplishing this early work is an investment that leaders, project teams, and consultants will want to do for every major initiative!

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Although every major change effort has a sponsor, not many sponsors fully understand the role, how to set up the effort for success, and provide clear guidance from start to completion. When consulting to sponsors, there are ten extremely important questions that can have them thinking more strategically, engaging more fully, and providing the kind of leadership their initiatives require. Come hear about these questions and consider the implications for getting your sponsor to embrace what their efforts need from them.

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All projects address designing the solution for the future state. However, most set up a Design Team or use consultants primarily of content experts to come up with their best recommendation. However, recall: “Having the solution is not the solution”! The design process directly impacts your ability to get the solution adopted and sustained. Content expertise, while essential, is not sufficient, especially if your project is transformational. To consciously address scope and design, we need to also clarify mindset, culture and stakeholder behavior, all required for a complete picture of how the new state needs to function. The episode discusses the importance of these competencies as well as expansion of the design process to ensure the best solution is generated and can be adopted and sustained. How do you address design and is it working for you?

To watch the full video version of this podcast, please visit AskDrChange.com.

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Using the ten most common mistakes as an assessment of your organization’s current reality in leading change is a powerful way to identify the costliest of the mistakes. Only then can leaders and internal change support resources look at how the mistakes come to happen and options for how to reduce their negative impact or avoid them completely. This episode takes each mistake and outlines several actions you might take to reduce or mitigate them. Leaders becoming aware of the mistakes and your organization’s rating against them can serve as a springboard to remedying them and up-leveling how your organization leads change and produces desired results.

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