Step-by-Step Guide to Using ChangeChampion™ Tools
Scenario: A non-profit organization is launching a digital campaign to increase donor engagement and funding. This initiative involves training staff on social media strategies and utilizing data analytics tools to measure impact over six months.
1. Align & Design Phase
Kick-off Engagement
- Vision and Deliverables: Clearly define the objectives for streamlining the volunteer management process. Utilize the Change Readiness Assessment to gauge the current readiness of coordinators and volunteers for the new process.
- Engage with Thought Partner to brainstorm potential challenges and opportunities in the project planning phase.
Example Prompt: “Facilitate a brainstorming session to identify potential challenges and opportunities in the project planning phase for launching a digital campaign aimed at increasing donor engagement and funding. The goal is to proactively address obstacles and leverage opportunities through effective use of social media strategies and data analytics over a six-month period.”
- After your brainstorming session, use the results with Thought Partner to develop strategies that will meet your goals.
Establish Leader’s Intent
- Power Mapping: Use the Power Mapping Tool to identify key coordinators and influential volunteers who can support the transition and advocate for the updated processes.
Document/Model the Ecosystem
- SWOT Analysis: Conduct a SWOT analysis using the SWOT Analysis Tool to identify strengths, weaknesses, and opportunities within the current volunteer management system, providing a clear path for improvements.
- Use the results with Thought Partner to identify key actions and strategies tailored to your situation.
Example Prompt: “Document the ecosystem for launching a digital campaign aimed at increasing donor engagement and funding for a non-profit organization. Utilize the uploaded output from the SWOT Analysis tool to inform and enhance your understanding of the internal and external factors affecting the campaign. Provide roles for our Change Champions Lucy and James. Incorporate my other notes from our brainstorming session: [PASTE YOUR NOTES]”
- You can upload or paste your results from the other steps for a holistic view of your project. Note that you can only upload one document per prompt, but you can also paste additional info to be used with it.
TIP: To foster broad perspectives, assign roles like critics or innovators when brainstorming2. Build & Empower Phase
Communicate to Gain Buy-In
- Communication Strategy: Develop clear messages about the benefits of the updated process for coordinators and volunteers. Use Thought Partner to draft your messaging.
- Then use Critique My Content to review your drafts for insights that ensure materials effectively convey these benefits and address any concerns.
Example Prompt: “Craft clear and compelling messages to communicate the benefits of the updated digital campaign process to coordinators and volunteers. The aim is to highlight how the initiative will enhance donor engagement, increase funding, and empower staff through training in social media strategies and data analytics over a six-month period.”
Implement Initial Elements
- Workshop Planning: Collaborate with Thought Partner to organize and conduct a workshop using the Virtual Meeting Toolkit to train volunteer coordinators on the new onboarding and scheduling processes, ensuring they are equipped to implement changes.
Example Prompt: “Leverage the Virtual Meeting Toolkit to organize and conduct an engaging and effective workshop for training volunteer coordinators on new onboarding and scheduling processes. The goal is to ensure coordinators are fully equipped to implement changes smoothly and confidently.”
Note – with the above prompt, upload the Toolkit using the paper clip icon in the chat window for best results.
Realign Resources and Processes
- Team Charter: Develop a team charter using the Team Charter template to establish clear roles, responsibilities, and goals, ensuring a smooth transition to the new process.
TIP: Use storytelling to emotionally engage coordinators and volunteers, showcasing their impact on the organization's mission3. Acknowledge & Sustain Phase
Celebrate and Acknowledge Success
- Recognitions: With Thought Partner input, acknowledge the efforts of coordinators and volunteers in adapting to the new process through informal recognitions and thank-you notes, fostering a positive environment and encouraging ongoing support.
Communicate Realized Value
- Use Thought Partner to help you create a survey for volunteers that will capture their experiences after the campaign has been implemented.
Example Prompt: “Design a survey to capture the experiences and feedback of volunteers following the implementation of the digital campaign. The goal is to evaluate their engagement, gather insights on the effectiveness of the processes and tools used, and identify areas for improvement in future campaigns.”
- Survey Analyzer: Deploy the Survey Analyzer to analyze feedback on the updated process, ensuring insights are gathered for further refinement and success.
Incorporate Lessons Learned
- Start-Stop-Continue: Conduct the Start-Stop-Continue exercise with coordinators to gather insights and recommendations, ensuring continuous improvement in volunteer management practices.
Design and Launch Next Initiatives
- Risk Management: Develop a risk management plan with Thought Partner collaboration to address potential challenges and ensure the updated process remains effective and responsive to volunteer and organizational needs.
Example Prompt: “Develop comprehensive guidelines to address potential challenges and ensure that the updated process remains effective and responsive to both volunteer and organizational needs. Use insights from the uploaded document to enhance facilitation and engagement strategies.”
TIP: Try asking open-ended questions like, "What part of the campaign was the most impactful, and why?"