
Client completes intake form covering the nature of the change initiative, current leadership structure, (AI) tools being introduced, and key resistance points or concerns already identified. We align on scope, deliverables, and success metrics.
I develop a phased change management outline — covering awareness, onboarding, adoption, and sustainment — for your review and approval before any development begins.
I build all agreed deliverables — onboarding frameworks, communication templates, workflow blueprints, and resistance management tools — tailored to your organization's culture, leadership style, and change timeline.
Client reviews all system components. Revisions are completed within the agreed rounds included in your selected package tier.
Final system delivered in your preferred format — PDF, editable Word/PowerPoint, Google Drive folder, or Notion workspace — ready to deploy with your leadership team immediately.
See how it's all done!
This phase will require the cooperation of company stakeholders. An analysis of the training needs will begin and an outline of the training or intervention plan will be designed. The down payment for gathering information and identifying is due at this time.
This phase involves creating a detailed project charter and customized training or other intervention plan based on analysis and collaboration conducted in phase one. The project charter and plan will be presented in the first client meeting (M1) for collaboration and approval. Estimated Time: TBD Following M1 and upon receipt monetary disbursement for Phase 2, the designers will begin executing the training plan.
Phase 3 includes the design and development of the plan and any supplemental materials identified in Phase 2. Once the training modules or other intervention(s) are ready, the prototype will be presented for review. Revisions will be made based on client feedback and review of the materials. Stakeholders will be appointed to test the revised prototype and provide feedback for Phase 4. Upon delivery of the training module prototype, the third payment is due.
Appointed stakeholders will test the prototype and provide feedback to the designers. The designers will make any agreed upon revisions. After the feedback cycle and client approval, the project will be integrated into the onboarding workflow. Upon completion of this phase, the training plan will be fully launched and ready for new employee onboarding. After a pre-determined period of time, a survey will be sent out to evaluate the effectiveness of the training and identify any areas for improve


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