Template 1: Preparatory Notes
Item
Notes
ODM role and
responsibilities
As the Organizational Development Manager (ODM), my role involves
leading and facilitating the change intervention. Responsibilities include
assessing organizational needs, designing interventions, and ensuring
the successful implementation of change initiatives.
Objectives of the
strategic
transformation
Clearly understand the overarching goals of the strategic
transformation. This includes identifying specific outcomes, such as
increased efficiency, improved employee morale, or enhanced customer
satisfaction.
Change approach
Define the preferred change approach, whether it's a top-down
directive, participative, or a combination. Consider the organization's
culture and history with change.
Questions for the CEO
Prepare thoughtful questions to gain insights into the CEO's vision for
the transformation, potential challenges, and expected outcomes.
Other (optional)
Any additional information or concerns that need clarification before
developing the change strategy.
Template 2: Post-Session Notes
Item
Notes
Summary
Briefly summarize key points discussed during the brie
ODM Roles and responsibilities
Confirm and clarify the ODM's role and responsibilities
Objectives of the strategic
transformation
Ensure a clear understanding of the overarching goals
during the session.
Change approach
Document the preferred change approach and any adj
input.
Other (optional)
Capture any additional information or insights gained
impact the change strategy.
Change Strategy and Management Plan (First Six Months)
Overview of Change Strategy:
Clearly articulate the vision and purpose of the change.
Define the scope and boundaries of the transformation.
Identify key success factors and risks.
Stakeholder Analysis:
Identify and categorize internal and external stakeholders.
Assess their influence, interests, and potential reactions to the change.
Develop tailored communication and engagement strategies for each
stakeholder group.
