Your employees and colleagues are spending hours every day in email. You want to transition everyone onto a collaboration platform to improve company-wide efficiency.
But here's where it gets tricky for leaders: Change on this scale can be challenging, even risky. So how can you increase your odds of a successful transition?
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Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate
1. ART OF CHANGE
Moving Your Company From Email to
Collaboration Software: Best Practices
for Onboarding and Adoption
Working Simply, Inc. Copyright 2015
6. 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
Copyright 2015
12. 12
Point to the Destination
Change is easier
when you know
where you’re going
and why it is worth it.
Copyright 2015
13. 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
14. Reflection
What 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!
Copyright 2015
16. 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
17. Reflection
What 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.
Copyright 2015
25. 25
Your Path to Successfully
Leading Change
Point to the destination
Script the critical moves
Find the feeling
Shrink the change
Tweak the environment
Leading Successful Change
Copyright 2015
26. 26
Sign in and invite 5 co-workers
at Redbooth.com.
Copyright 2015
The Art of Change – Moving your Company From Email to Collaboration Software: Best Practices for Onboarding and Adoption
Welcome! Thank you for investing your time with us today.
My name is Charles Studt and I am the VP of Marketing at RedBooth and it is my pleasure to introduce our presenter today, Carson Tate, principal of Working Simply, Inc.
Carson a productivity consultant and the founder of Working Simply, Inc. She is the author of Work Simply: Embracing the Power of Your Personal Productivity Style (Penguin Random House, January 2015). She serves as a coach, trainer and consultant for Fortune 500 companies including AbbVie, Deloitte, FedEx and Wells Fargo. She is a nationally renowned expert on workplace productivity, whose views have been included in top-tier business media including Bloomberg Businessweek, Business Insider, CBS Money Watch, Fast Company, Forbes, Harvard Business Review blog, The New York Times, USA Today, Working Mother and more.
Prior to starting Working Simply, she worked in Human Resources and sales functions with Fortune 200 firms. Carson holds a BA in psychology from Washington and Lee University, a Masters in Organization Development, and a Coaching Certificate from the McColl School of Business at Queens University.