The document discusses making changes to improve processes at a growing creative agency. It recommends talking to the team before making decisions, focusing on issues not individuals. It also suggests honoring past successes, helping the team understand needed changes through diagrams, and identifying influencers to gain support. Small pilot changes are advised over large transformations to reduce resistance to improvements.

1. Insights to Drive
Change at a
Creative Agency

2. So, your creative agency is
growing.
Perhaps it’s time to come
up with a more structured
way of managing the work
and running the company.

3. You’ve started looking into
project management
software options and
you’ve come across a
solution that seems
promising.
Your team, however,
doesn’t seem very keen on
it.
What should you do?

4. We’ll be looking into how
you can address the
challenges that may arise
with change.
But first things first…

5. My name is Cheryl
Chung. I am a
self-proclaimed
nerd that loves
sticky notes,
fantasy novels &
board games. Oh,
and don’t forget
the rainbows &
unicorns.
Hi!

6. Now back to business

7. Change
happens with
Congruence

8. Teammates must feel in
balance to be able to look at
things with empathy. We often
feel vulnerable when we’re
pushed out of balance.

9. Talk to people before making
decisions. And when you’re
having discussions, focus on
the issues with the process,
not on the individuals, to
analyze issues objectively.

10. Honor What’s
Valuable from
the Past

11. A team’s processes may not
have caught up to new
situations, causing issues.

12. So in your team’s
discussion, fondly remember
the past, and the things that
got the team to where it is
now, before envisioning
plans for the future.

13. Seek to
Understand the
System Together

14. Recalling the desire must
come from within.

15. Help your team understand
the big picture with a
diagram. They’ll be able to
see the current situation and
play with different ideas.

16. Find the
Connectors &
Influencers

17. Understand the team
dynamics and
relationships within the
social network.

18. Find a way to highlight key
influencers within the
network, allowing them to
see the challenge as
something worth tackling.

19. Guide the
Change

20. Create a list with all the values
that were extracted through the 4
previous exercises.

21. Then categorize them into 5
separate groups created using
criteria that make sense to you
and your team.

22. Define them with a single word
or short expression (eg. respect
with integrity, own and lead)

23. Small Forays
are Better

24. Create an environment
where people feel
comfortable to try new
things.

25. Show your team how small
contributions makes a
difference in the company’s
success.

26. Check out the full blog post

27. streamline processes
simplify collaboration
centralize information
get real-time business data
Visit functionpoint.com to learn what fp.
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