Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate
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The document outlines best practices for transitioning from email to collaboration software in organizations, emphasizing the challenges of change and identifying key strategies for successful adoption. It highlights the importance of clearly defining a destination, scripting critical moves, addressing emotional aspects of change, and making gradual adjustments. The ultimate goal is to foster a more collaborative environment while reducing chaos in communication and project management.
Moving From Email to Collaboration Software: Best Practices for Onboarding & Adoption with Carson Tate
- 1. ART OF CHANGE Moving Your Company From Email to Collaboration Software: Best Practices for Onboarding and Adoption Working Simply, Inc. Copyright 2015
- 3. 3 Carson Tate Working Simply, Inc. Copyright 2015
- 4. 4 We want to hear from you. Copyright 2015
- 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 Copyright 2015
- 8. 8 Poll Why is change hard in your organization? Copyright 2015
- 9. 9 Why is change hard? Copyright 2015
- 10. Copyright 2014 Navigating the Roadblocks to Change Copyright 2015
- 11. 11 “Resistance” What looks like resistance is often lack of clarity. Copyright 2015
- 12. 12 Point to the Destination Change is easier when you know where you’re going and why it is worth it. Copyright 2015
- 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! Copyright 2015
- 15. SCRIPT THE CRITICAL MOVES Copyright 2014 Copyright 2015
- 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. Copyright 2015
- 18. 18 “Laziness” What looks like laziness is often exhaustion. Copyright 2015
- 19. 19 Knowing something is not enough to cause change. Make people feel something. FIND THE FEELING Copyright 2015
- 20. 20 What might be in it for you and your organization if you move from email to a collaboration platform? Copyright 2015
- 23. Source: SWITCH by Chip & Dan Heath “People” What looks like a people problem is often a situation problem. Copyright 2015
- 24. 24 TWEAK THE ENVIRONMENT When the situation changes, the behavior changes. Change the situation. Copyright 2015
- 25. 25 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 Copyright 2015
- 26. 26 Sign in and invite 5 co-workers at Redbooth.com. Copyright 2015
- 27. Company Confidential © 2014 Questions Copyright 2015
Editor's Notes
- #2: The Art of Change – Moving your Company From Email to Collaboration Software: Best Practices for Onboarding and Adoption
- #3: Welcome! Thank you for investing your time with us today.
- #4: My name is Charles Studt and I am the VP of Marketing at RedBooth and it is my pleasure to introduce our presenter today, Carson Tate, principal of Working Simply, Inc. Carson a productivity consultant and the founder of Working Simply, Inc. She is the author of Work Simply: Embracing the Power of Your Personal Productivity Style (Penguin Random House, January 2015). She serves as a coach, trainer and consultant for Fortune 500 companies including AbbVie, Deloitte, FedEx and Wells Fargo. She is a nationally renowned expert on workplace productivity, whose views have been included in top-tier business media including Bloomberg Businessweek, Business Insider, CBS Money Watch, Fast Company, Forbes, Harvard Business Review blog, The New York Times, USA Today, Working Mother and more. Prior to starting Working Simply, she worked in Human Resources and sales functions with Fortune 200 firms. Carson holds a BA in psychology from Washington and Lee University, a Masters in Organization Development, and a Coaching Certificate from the McColl School of Business at Queens University.