Change management toolkit

Prepare your team for change

Prepare your team for change

Say goodbye to the unpredictable ups and downs of change management. Our “Change management toolkit” is designed to streamline your software implementation and ensure a smooth transition. 

Get ready to conquer change with confidence and precision. Let's transform the way your team adapts and thrives!

PHASE 1

Create an environment for change

Set the stage for a successful transition.
1. Align your business goal

Identify the reasons your organization is implementing Borealis and outline your vision for this new system. 

  • Documenting the reasons for this change allows you to create targeted communications that clearly explain why the change is occurring. 
2. Engage your leaders

Plan key engagement activities and include them in the timeline to assist Project and Change Managers during the Borealis implementation. 

  • Creating a visual timeline that highlights critical milestones, including when to engage various internal stakeholders, will ensure that engagement activities are executed at optimal times throughout the Borealis implementation. 
3. Motivate

Introduce Borealis by outlining the goal of the software, its benefits for users, and the next steps for implementation. 

  • Presenting Borealis clearly to users will motivate them to adopt the system enthusiastically. 
1. Align your business goals
1. Align your business goal

dentify the reasons your organization is implementing Borealis and outline your vision for this new system. 

  • Documenting the reasons for this change allows you to create targeted communications that clearly explain why the change is occurring.
2. Engage your leaders
2. Engage your leaders

Plan key engagement activities and include them in the timeline to assist Project and Change Managers during the Borealis implementation. 

  • Creating a visual timeline that highlights critical milestones, including when to engage various internal stakeholders, will ensure that engagement activities are executed at optimal times throughout the Borealis implementation.
3. Motivate your team
3. Motivate

Introduce Borealis by outlining the goal of the software, its benefits for users, and the next steps for implementation. 

  • Presenting Borealis clearly to users will motivate them to adopt the system enthusiastically.

PHASE 2

Communicate and apply the change

Ensure everyone is on board and understands their role.

Clearly communicate to your users what will be required of them. 

  • Internal communication should inform users about upcoming steps, including when they will receive access to Borealis, start training, and when the system will go live. 
2. Manage Resistance

Identify potential areas of resistance or challenges within your organization and define your approach to address them. 

  • Understanding your stakeholders’ positions on the project helps managers develop effective engagement strategies. 
3. Provide Resources

Identify key processes and frequently asked questions about Borealis, and summarize them in a user guide. 

  • Creating a Borealis user guide for your organization will provide an important reference for users, detailing the system’s purpose, processes, and FAQs.
4. Collect Feedback on-the Change

Define when and how you will gather feedback from users. 

  • Designing feedback strategies helps change managers collect valuable insights before, during, and after implementation. 
1. Communicate with users

Clearly communicate to your users what will be required of them. 

  • Internal communication should inform users about upcoming steps, including when they will receive access to Borealis, start training, and when the system will go live.
2. Manage resistance
2. Manage Resistance

Identify potential areas of resistance or challenges within your organization and define your approach to address them. 

  • Understanding your stakeholders’ positions on the project helps managers develop effective engagement strategies.
3. Provide resources
3. Provide Resources

Identify key processes and frequently asked questions about Borealis, and summarize them in a user guide. 

  • Creating a Borealis user guide for your organization will provide an important reference for users, detailing the system’s purpose, processes, and FAQs. 
4. Collect feedback about the change
4. Collect Feedback on-the Change

Define when and how you will gather feedback from users. 

  • Designing feedback strategies helps change managers collect valuable insights before, during, and after implementation.

PHASE 3

Reinforce and evaluate the change

Keep the momentum going and measure your progress.
1. Monitor Performance

Identify implementation challenges and create a plan to address them. 

  • Developing a corrective action plan helps determine solutions and provides metrics to monitor their progress. 
2. Measure the Change

Identify goals and key adoption metrics to measure your organization’s success in implementing Borealis. 

  • Measuring success helps assess your change efforts, make necessary corrections, and communicate achievements. 
3. Reinforce the Change

Use strategies to continuously engage users and provide appropriate internal resources. 

  • Maintaining high engagement levels helps reinforce the adoption of Borealis.
1. Monitor performance
1. Monitor Performance

Identify implementation challenges and create a plan to address them. 

  • Developing a corrective action plan helps determine solutions and provides metrics to monitor their progress.
2. Measure the change
2. Measure the Change

Identify goals and key adoption metrics to measure your organization’s success in implementing Borealis. 

  • Measuring success helps assess your change efforts, make necessary corrections, and communicate achievements.
3. Reinforce the change
3. Reinforce the Change

Use strategies to continuously engage users and provide appropriate internal resources. 

  • Maintaining high engagement levels helps reinforce the adoption of Borealis.

All resources by type

Resources

Collection of case studies to highlight successful change management approaches from our clients.

Templates

Materials to communicate and document your success in implementing the change.

Worksheets

Suggestions and strategies to manage all phases of the change with customizable plans. 

Timeline

Planned key engagement activities to ensure they are properly carried out at the best time during the implementation.

See our Video Tutorials for in-house training and skill reinforcement

More documents available in the Borealis Help Center