Part II: Making a Game Plan

By: Joseph Pfund

The key to successfully implementing a new system is good planning.


After you and your team decide on a new system, product, or service to switch your business over to (which we talked about in Part I), the next steps are communicating with your staff and working out all the details of the implementation.

The very first thing you should do is make sure you communicate the change to your organization. You’ll need to notify them of what is to come and what to plan for. Whether you host a town hall style meeting, web conference, or ask the managers to inform their staff, any communication will ease the transition. Don’t wait until the last minute – there is nothing employees dislike more than feeling like they are disengaged within their organization. Be transparent and tell them how this change will make life easier. Keep them in the loop as much as possible, every step of the way.

To come up with an implementation game plan, gather the key players and develop a training calendar. Make sure you understand the level of training your employees are going to need and how they’re going to be trained. Will training be provided, or will your organization need to take care of it? Will a simple web conference suffice, or will you need to come up with a corporate training regimen?

Confirm and reconfirm what is expected from you and your team, and what is expected from the new product you are purchasing. Start with key corporate staff first before you drop a new product in at a lower level. Figuring out all of these details and creating a training calendar will probably take more than one meeting. The most important thing is to ensure each employee feels confident using the new system once they’ve been trained.