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ART OF CHANGE Moving Your Company From Email to Collaboration Software: Best Practices for Onboarding and Adoption Working Simply, Inc. Copyright 2015

Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate

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Page 1: Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate

ART OF CHANGEMoving Your Company From Email to Collaboration Software: Best Practices

for Onboarding and Adoption

Working Simply, Inc. Copyright 2015

Page 2: Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate

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Carson TateWorking Simply, Inc.

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We want to hear from you.

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5Copyright 2015

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Webinar Takeaways Understand why change is hard

Identify the 3 roadblocks to leading successful change

Understand how to use the 5 best change manage practices to successfully move your company from email to a collaboration solution

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Change

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Poll Why is change hard in your

organization?

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Why is change hard?

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Copyright 2014

Navigating the Roadblocks to Change

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“Resistance”

What looks like resistance is often lack of clarity.

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Point to the Destination

Change is easier when you know

where you’re going and why it is worth it.

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Is your destination clear enough that people will know when to celebrate?

Are you focused on outcomes?

Will people know when you have reached the “to be” state?

Source: SWITCH by Chip & Dan Heath

POINT TO THE DESTINATION

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ReflectionWhat is your destination?

A single platform where I can quickly

communicate with all of my colleagues,

share ideas, track and manage my

projects, access and store information on

my projects and receive real time updates

on my projects.

Less chaos and more collaboration!

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Page 15: Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate

SCRIPT THE CRITICAL MOVES

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Is it specific? Does it feel do-able? Would it provide a quick win? Would it create positive peer pressure?

Do you have the right critical move?

Source: SWITCH by Chip & Dan HeathSource: SWITCH by Chip &

Dan Heath

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ReflectionWhat are the critical moves to reach your destination?

All team meeting materials are posted and saved in the communication and collaboration solution.

All pre and post team meeting communications are conducted in the communication and collaboration solution.

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“Laziness”

What looks like laziness is often exhaustion.

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Knowing something is not enough to cause change.

Make people feel something.

FIND THE FEELING

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What might be in it for you and your organization if you move from email

to a collaboration platform?

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SHRINK THE CHANGE

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Small, incremental wins

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Source: SWITCH by Chip & Dan Heath

“People”

What looks like a people problem is often a situation problem.

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TWEAK THE ENVIRONMENT

When the situation changes, the behavior changes. Change the situation.

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Your Path to Successfully Leading Change

Point to the destinationScript the critical movesFind the feelingShrink the changeTweak the environment

Leading Successful Change

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Sign in and invite 5 co-workers at Redbooth.com.

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Company Confidential © 2014

Questions

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