Plan

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Craft your strategic vision with a great plan

There are two key stages in the planning process:

  1. Identify the key elements of your change initiative by answering the foundational questions: who, what, when, where—and most importantly—why.
  2. Develop a roadmap for your change initiative by defining its scope, objectives, and desired outcomes. This is the time to establish a clear direction for your change effort.

Plan worksheet

Identify key elements of your change and create a strategic vision.

Reflection guide

Use this guide during the Plan phase to anticipate team reactions, gather insights on potential challenges and ensure your strategic vision addresses the real concerns and needs of those impacted.

Related resources

What's next?

Build a clear and actionable roadmap for change.

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