CHANGE VISION & STRATEGY
WORKSHOP
Develop a shared vision for change, align your team on strategy, and leave with a roadmap ready for action
PROBLEM
Most big changes fail not because the vision is wrong, but because people aren't brought along. Without coherent strategies that connect vision to daily decisions—and a plan to enroll people in the mission—even well-intentioned transformations lose momentum.
70% of organizational transformations fail
When employees are genuinely invested in change, the likelihood of success increases by 30%
SOLUTION
Organizations that engage employees meaningfully in the change process dramatically outperform those that rely on top-down directives. The opportunity lies in treating change not as something done to people, but as something built with them.
Anchor change in people and behaviors, not just processes and systems
Develop strategies that guide aligned decision-making at every level
Build a continuous practice of learning and iteration into your change approach
OUR WORKSHOP
This workshop brings leaders and change agents together to develop a shared vision for change and craft coherent strategies that guide action across the organization. Rather than generic frameworks, we work directly with your initiative, helping you produce a change vision, a communications plan to enroll stakeholders, and a charter that defines the change team around clear objectives and working agreements.
Throughout the experience, we draw on case studies, proven models, and exercises designed to produce relevant artifacts. You will leave not just with new knowledge but with a roadmap ready for action, a methodology for iteration, and a team aligned around what comes next.
Learning Objectives
Develop a shared vision for change that clarifies desired outcomes and behavioral shifts
Articulate a clear path from current-state behaviors to the end-state your organization needs
Identify and avoid key failure modes including insufficient communication and lack of early wins
Implement a workflow and roadmap for evolving and scaling change using an iterative strategy development approach
Select metrics that indicate progress toward intended outcomes without creating misaligned incentives
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The workshop is 12-15 hours including prep/customization, the workshop sessions themselves, and follow up.
The workshop can be delivered:
Remotely: 4 sessions over 2-3 weeks
In-person: 1 full day
Each cohort accommodates up to 20 people
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This workshop is designed for senior leadership, change agents, and others responsible for developing and guiding a change initiative.
We strongly recommend including several people who will be affected by the change, such as engineers, product managers, or other individual contributors. Diverse participation leads to richer outcomes and stronger buy-in.
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Participants leave with a complete set of working artifacts ready for immediate use:
A shared vision document that defines what change looks like and the behavioral shifts required to get there.
A set of strategies—including guiding policies, principles, and constraints—implemented as a presentation or document that your leadership team can use.
A communications and go-to-market plan for enrolling stakeholders and building momentum.
A roadmap for change designed to support ongoing planning and iteration.
A team charter that defines the change team, its OKRs, and working agreements.
A Miro board containing workshop examples, curriculum, and exercises for continued reference.
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Most change management training teaches frameworks in the abstract. This workshop is designed around your actual initiative.
Every exercise produces deliverables you will use, and every concept is applied to your real-world context. You leave not with theory but with a working vision, strategies, and a roadmap.