Thinking of making a change in your firm? Change should start with “why” not “what” or “how.” Here are six essential steps and questions to help your firm manage change:
1. Set a Clearly Defined Scope
Why are you implementing a software change or considering making a process change? Identify the problem you’re trying to solve or the goal you’re aiming to reach. If you don’t know what success looks like, you won’t be able to tell when you’re done.
2. Create an Executive Champion Team
Who is supporting the change? Build a champion team that includes at least one partner, so that staff members are more likely to get on board with the change.
3. Get Staff Members Involved on Champion Committees
What are you doing to set change up for success at all levels Regular day-to-day users from all parts of your organization should be part of a champion committee. They rely on these tools to do their jobs, so their input will be essential in mapping out current workflow, pinpointing ideal changes (and the why behind them), and spreading the rationale for the changes to the rest of the firm.
4. Define the Workflow
What will the ideal process look like? Starting with a map of your current processes—and your ultimate “why”—look for places to cut out waste and inefficiency. Identify the barriers to a more streamlined workflow, and get rid of them.
5. Train Staff
How can you get everyone up to speed? Start staff on the right path with adequate training. They need to know not just what you’re doing, but why. Training can be expensive, but it’s worth the investment for staff to be able to fully utilize the software and gain full efficiencies. Otherwise, you’re right back where you started.
6. Get the Implementation Timing Right
When is the right time (and what is the right speed) to implement changes? Don’t try to do too much at once. Change typically works best in more manageable pieces. Roll out one major process change or new piece of software at time over the course of months or years—whatever pace your firm can handle while still gaining efficiency benefits.
Get Ready for Change
Learn six steps to effectively manage change in your firm by downloading the ebook: Modernizing Processes & Efficiency.