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Preparing to go live

Preparing to go live. (my humble advice). Why Am I here?. Soft skills for managing change Exclude your team from the process and force it upon them? Change is stressful! You will very likely lose some staff Take steps to minimize turnover Choose to include everyone in the process.

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Preparing to go live

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  1. Preparing to go live (my humble advice)

  2. Why Am I here? • Soft skills for managing change • Exclude your team from the process and force it upon them? • Change is stressful! • You will very likely lose some staff • Take steps to minimize turnover • Choose to include everyone in the process

  3. Key Ingredients for Success • Plan, plan, plan…..did I say PLAN?? • Patience • Get them excited about it – build positive anticipation • Acknowledge that there will be difficulties • A good dose of humour • No distractions for training (non-business hours)

  4. Some Ideas from Cardinal • Staff were given access to training several months in advance and encouraged to explore • Notice for weekend training posted 3 months prior to go live date • Intensive weekend training for 8 weeks leading up to go live • 2 teams alternating weekends based on similar functions – train/practice • Away from desk – hub switch all in one boardroom

  5. Introduction to Training

  6. The Setting

  7. Training Sessions Follow-up

  8. Go Live Weekend!

  9. “Birth” Announcement

  10. At the 11th Hour….

  11. A Toast to Our Launch!

  12. Progress Meter and “Bubbles”

  13. Day 1 – Hand in Your Keys!!

  14. Assistance for Dispatch

  15. Staff Motivation and Encouragement

  16. 60 Days

  17. ONE YEAR LATER…

  18. Prayer to the Software Conversion gods…. • As we start this day let us all ask for some divine strength to get through today and the coming weeks…. • To maintain our calm in the midst of chaos. • To keep smiling when we want to cry, shout or all around fall out on the floor. • To manage the incoming calls with grace and skill – refraining from hanging up on the unreasonable schmucks who want us to service their backup hot dog roller in Idaho and can we be there in 10 minutes. • To keep the flow of parts at a smooth and regular pace…….not launch the sharpest objects at the person who comes in demanding to know why a belt was not replenished in 48hrs…again to Idaho. • To keep the techs moving ….even if it’s around town in circles to pick up dry cleaning, alcohol, coffee or valium. • To keep the managers BUSY, preferably out of town or on the road so they’re not in our hair and we won’t have to duct tape them and put them in the closet for a few weeks. • To keep the bugs out of our system and preferably in the hair of those who annoy us. • To resolve all of OUR issues immediately or we will hold Tom and Nancy for ransom. • To keep a sense of humor …..that IS what that hysterical laughter is, isn’t it??? • To maintain our goodwill and cohesiveness because we are THE MOST AMAZING TEAM OF PEOPLE EVER!!!

  19. Thank You! Lisa Nantais, Office Manager Cardinal Services Group Inc.

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