Accounting Software Selection -- Accounting Software Locator

Keys to Success -- Change Management Plan

Elements of Change and Plans to Provide for Them

Excelco has determined that the success of each business management software installation depends heavily on the support of management at our client's sites. With the goal of making every installation successful, we are now requiring that a plan be made and endorsed by our prospective clients to make sure there is adequate planning and commitment to make the change to the new system a success.

First, please give us a little information about yourself:
(This information is used only on this site. The information cannot
be mined for e-mail contacts and will not be shared with anyone.)

Name:	Address1:
Company:	Address2:
E-mail:	City:
Phone:	State:	Zip:

High Level Sponsor

Who is the high level sponsor?
Are we sure he/she will stay committed to making the necessary changes?   YES NO
Another high level sponsor?
Are we sure he/she will stay committed to making the necessary changes?   YES NO
Another high level sponsor?
Are we sure he/she will stay committed to making the necessary changes?   YES NO

Sense of Urgency

Is there a sense of urgency? YESNO
What will happen if the change is not made successfully?

Is there a deadline? YESNO When is it?
What consequences will result if the deadline is not met?

Visioning Exercise

What do you want the new system to accomplish for your company?

This will be enhanced by "show and tell" and product demos. It is important that the high level
sponsors committed above participate in this exercise.

How are we going to go through a visioning exercise?

The visioning exercise will expose creativity in key people and mobilize them to put their energies
into making the project a success.

Has Your Company Had a past failure?

Has your company had a failure in attepting to change to a new system?  YESNO
This factor is important because a past failure will underscore the need for this plan
and make it easier to sell to those concerned on making needed changes.

Was opposition to change a major factor in the failure?   YESNO
Were there individuals who were a factor in the failure?   YESNO
Are there steps that we can take to avoid opposition by these individuals?   YESNO

Is there a Leadership / Selection Committee?

Is there a Leadership / Selection Committee? YESNO
The presence of a selection committee can expedite conversion and the changes required.

Are they in support of this change? YESNO
Comments:

What Process is Used to Communicate Change?

Develop and Train Leaders (Secondary Sponsors)

Who are the key influencers in your organization? This is where extra costs are incurred. We must spend adequate time to develop leaders and "change champions" who will lead and train the rest of the staff involved in the new processes and activities. These people are key to making the changes happen. It is extremely important to have a "buy-in" with these people. The factor of "change imposed is change opposed" will be in effect and the chances for success and the level of success on the project will be greatly diminished.

We are committed to making this happen?   YESNO
Name of Secondary Sponsor/Leader    Role
Name of Secondary Sponsor/Leader    Role
Name of Secondary Sponsor/Leader    Role
Name of Secondary Sponsor/Leader    Role

Communicate New Behaviors

This is an extension of the item above, but now we are speaking of the individual worker or operator. The phenomenon of "change imposed is change opposed" will be in effect at the individual worker unless all the individuals concerned "buy-in." If we are doing a train the trainer approach, this can be done by the secondary sponsors, above.

Reward System for Supporting New Behaviors

It is important that each person involved with the change participate in the celebration of small successes and milestones as they are achieved. Explain how this will be accomplished.

Additional Comments:

Thank you!

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