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?

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

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3. 3
Carson Tate
Working Simply, Inc.
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We want to
hear from you.
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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
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7. Change
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8. 8
Poll
Why is change hard in your
organization?
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Why is change hard?
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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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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!
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15. SCRIPT THE
CRITICAL MOVES
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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.
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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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21. SHRINK THE
CHANGE
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Small, incremental
wins
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23. 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 destination
Script the critical moves
Find the feeling
Shrink the change
Tweak the environment
Leading Successful Change
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Sign in and invite 5 co-workers
at Redbooth.com.
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27. Company Confidential © 2014
Questions
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