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Opportunity Overview 
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©2014 
TBO 
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LLC. 
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Reserved. 
v3tbo 
™ 
Organizational change-capability development resource 
1 
info@tbointl.com 
phone: 713.821.1555
Challenges to Organizational Change 
CHANGE IMPLEMENTATION CHANGE MATURITY 
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2 
High failure rate of change initiatives 
Low stakeholder engagement during 
implementation 
Use of ad-hoc approaches to change 
Difficulty sustaining changes over time 
Existing learning materials fail to 
inspire positive change behaviours 
Lack of wide understanding of 
change management concepts 
Organizations struggling to build 
internal change capability 
Many organizations lack repeatable 
change management processes 
Lack of coherent & consistent 
approach to change throughout 
organizations 
…solution?
Introducing the 
The Change Activation Toolkit is an innovative suite of organizational change 
management learning & implementation resources. 
Using unique, highly-engaging animated videos, workshop facilitation guides and 
handout materials, stakeholders at all levels are equipped with a clear understanding 
of crucial change concepts & practices, as well as the tools with which to implement 
change. 
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3 
Builds 
organizational 
change capability 
Assists 
implementation 
initiatives 
Aligns stakeholder 
understanding 
Supports all 
change models & 
methodologies 
™
Organizational Development Themes 
The Change Activation Toolkit supports these organizational development themes: 
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4 
Build Change 
Foundations 
Sustaining 
Change 
Analysing 
Change Needs 
Change 
Implementation 
Communicating 
Change 
Foster Change 
Leadership 
™
Key Benefits 
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5 
Aligns leadership, management and workforce understanding of change 
Unique, highly visual materials ensure engagement from stakeholders at all 
levels 
Acts as a “go-to“ resource supporting a “change ready” organization and 
transformational leadership objectives 
Accelerates learning and achievement of organizational Change Management 
Agility 
Supports all existing change models, methodologies & frameworks 
Affirms Change Management principles with clear and easy-to-understand 
guidance in transforming attitudinal change behaviour issues 
Integrates experiential-based learning into existing organizational learning 
programs 
Enables openings for action, collaboration and co-creation supporting sustained 
change capabilities
Learning Modules 
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6 
Eighteen innovative learning modules support the organizational development themes:
Development theme: 
An excellent introduction to change 
for stakeholders at all levels 
throughout an organization. 
Development theme: 
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7 
Build Change 
Foundations 
Foster Change 
Leadership 
Build a change leadership 
development program or boost the 
change understanding of managers 
and change sponsors.
Development theme: 
Empowers organizations to diagnose 
and understand their change needs 
by investigating the present and 
desired situations in depth. 
Development theme: 
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8 
Analyzing Change 
Needs 
Change Communications 
Support those leaders 
communicating change as well as 
change managers planning change 
communications.
Development theme: 
Crucial practices for change leaders 
and frontline managers whilst 
change programs are underway. 
Development theme: 
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9 
Change Implementation 
Sustaining Change 
Ensure change sticks. Support the 
ongoing maintenance of changes 
made.
Module Features 
Each learning module contains everything needed for delivering a transformational 
learning session of between 15 minutes and 2½ hours: 
facilitation guide 
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10 
Animated 
video 
PowerPoint 
slide deck 
Templates & 
handouts 
Further 
reading guide 
Activity 
materials 
Workshop 
The facilitation guides are comprehensive enough to allow workshops to be led either 
by an experienced change agent or an individual new to change (such as a frontline 
manager). 
This empowers organizations with an internal capability for leaders throughout the 
organization to lead impactful experiential change learning programs.
Learning Activities 
Within each module, facilitators can choose from a number of learning activities 
depending on participant needs, experience levels & available time: 
Activity Title Target audience Suggested 
timing 
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1 
Animated video (8:40 mins) 
Knowledge-check discussion 
Personal reflections 
All learners 15 to 30 minutes 
2 Different types of measurement 
discovery activity All learners 30 minutes 
3 The change report card activity Learners new to change 35 minutes 
4 Measuring the benefits activity Executives, experienced 
change agents, sponsors 45 minutes 
5 Wrap-up & 
set personal commitments All learners 15 minutes 
In the above example, a learning workshop of between 1hr and 1hr 15mins has been 
selected. 
11
Implementation Tools 
These included tools and templates can be used in support of your organizational 
change initiatives: 
Personal response to change tools 
Appreciative enquiry worksheet 
Personal change readiness self-assessment 
Personal lessons from change worksheet 
Risk assessment tools 
Risk assessment template 
incl. example responses 
Stakeholder analysis tools 
Stakeholder mapping document 
Stakeholder profile document 
Readiness assessment 
Organizational readiness assessment 
worksheet 
Gap analysis 
SWOT analysis worksheet 
Three scenario examples provided 
Sponsor involvement tools 
Sponsorship-style self-assessment 
worksheet 
Sponsor roadmap worksheet 
Communication tools 
‘Planning a communication strategy’ worksheet 
Communication channel matrix 
Message crafting template 
Stakeholder communications grid 
Storytelling story structure template 
‘Tailor the message’ worksheet 
Vision statement worksheet 
Resistance management tools 
Overcoming resistance worksheet 
Resistance contingency planning matrix template 
Cultural analysis tools 
Cultural analysis template 
Learning & training tools 
Stakeholder training needs analysis template 
Training needs analysis scenario example 
Measurement tools 
Benefits measurement planning template 
Project change management 
Project planning worksheet template 
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12
Integration with Change Methodologies 
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13 
The Change Activation Toolkit has been designed to boost engagement with all 
change methodologies, models and frameworks, including: 
ADKAR Model for Change Management 
AIM (Accelerating Implementation Methodology) 
Beckhard & Harris Change Management 
Process 
Boston Consulting Group (BCG) Change Delta 
Bridges Leading Transition Model for Change 
The Change Leader’s Roadmap Model 
GE’s Change Acceleration Process (CAP) 
John Kotter Eight Step Model for Change 
Kubler Ross Change Curve Model 
Kurt Lewin’s Three Stage Change Model 
LaMarsh Change Management Model 
People Centered Implementation (PCI) 
Prosci Enterprise Change Management 
Prosci Change Management Levers 
Viral Change Roadmap Model 
Our online compatibility guide outlines which Change Activation Toolkit modules 
support the various stages of the above change approaches. 
Please find an example on the next slide.
Example Integration with Methodology 
This example shows which Change Activation Toolkit learning modules can be used 
to support and build engagement at the various stages of the ‘ADKAR’ model for 
change: 
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14 
ADKAR stage Change Activation Toolkit learning modules that support this 
stage 
Awareness 
Choosing Communication Channels 
Creating a Communication Strategy 
Thinking about Organizational Change 
Desire Inspiring Action not Despair 
Telling Stories 
Knowledge Accommodating Different Communication Styles 
Ability 
Learning & Coaching as Change Enablers 
Overcoming Resistance 
Four Common Responses to Change 
Reinforcement Culture and Change 
Measuring Change Effectiveness 
Please visit our online compatibility guide to view compatibility tables for other 
change models, methodologies and approaches. 
ADKAR is a registered trademark of Prosci Inc. and is not affiliated with the Change Activation Toolkit.
Facts & Figures 
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15 
More than 15 change practitioners, consultants and academics from 4 countries 
were involved in the development of the Change Activation Toolkit 
18 modules explore change concepts in a clear & memorable manner 
Toolkit modules contain over 125 minutes of highly engaging animated videos 
Over 200 handouts, templates & worksheets are included 
Over 100 articles, books, research studies and frameworks are listed in the further 
reading resource guide 
Over 90 terms defined & explained in straightforward, clear language in the included 
change management glossary 
Over 750 illustrations were created by 2 artists to ensure the Toolkit’s animated 
videos are unique, memorable and engaging 
Over 50 unique change stakeholder characters appear in the videos, each 
portraying a different response to change
Background 
Accelerated Learning Principles 
The Change Activation Toolkit has been designed following accelerated learning 
principles. This ensures its materials are highly accessible, engaging and memorable, 
resulting in tangible improvements in change stakeholder skills, attitudes and 
behaviors. 
“If you can’t explain it simply, 
you don’t understand it well 
enough.” 
Albert Einstein 
Expert Contributors 
Teena Cochran 
USA 
Claire Dellar 
UK 
Jean Deslauriers 
Canada 
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Candy Mirrer 
USA 
Karen Noble 
USA 
Valerie Roy 
USA 
Dave Soock 
Canada 
Betsey Upchurch 
USA 
The Change Activation Toolkit is the result 
of a year-long collaborative effort between 
change practitioners, academics and 
business education specialists to ensure it 
reflects best practice and meets the needs 
of real-world change initiatives. 
16
Testimonials 
The Change Activation Kit could help organizations improve synergies during 
any type of change initiative, reducing risks, speeding up the change process 
without impacting personnel’s morale, thus increasing the overall success and 
effectiveness of the change. 
Jessica Minghinelli, Process & Quality Lead, Xerox Europe Ltd 
It can be used to train change management skills and also a tool for trainers 
to use to ensure consistency of messaging. I love how you provide 
suggestions of how to use, when to use, cheat-sheets and checklists, and 
how it links to different methodologies. It makes it a one stop shop. 
Ania Szpakowski, Change Program Manager, Zurich 
Insurance 
The materials cover the whole range of change management practice. For 
busy people who need answers now, or for reflective practitioners seeking to 
deepen their knowledge, this toolkit is invaluable. 
Dr Philip Stiles, Cambridge Judge Business School, University of Cambridge 
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17
Pathways to Success 
How TBO International’s offerings can ensure your organization achieves its 
objectives: 
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18 
Organiza(onal 
objec(ve: 
Development 
strategy: 
TBO 
Interna(onal 
offerings: 
Change 
Ac(va(on 
Toolkit 
Training 
programs 
Consul(ng 
services 
Develop 
internal 
change 
capability 
Do 
it 
yourself 
op7onal 
op7onal 
Facilitated 
learning 
op7onal 
Build 
exper7se 
op7onal 
op7onal 
Build 
upon 
current 
methodology 
Do 
it 
yourself 
op7onal 
op7onal 
Use 
coaches 
op7onal 
Implement 
change 
project 
Do 
it 
yourself 
op7onal 
op7onal 
Use 
coaches 
op7onal 
op7onal 
Outsource 
op7onal 
op7onal
Next steps 
Contact TBO International for license & pricing details: 
info@tbointl.com 
phone: 713.821.1555 
We’ll be happy to offer: 
• insights into how we can implement the Change Activation Toolkit within your 
organization to boost change engagement and effectiveness 
• delivery options based on your goals and strategy 
• a demonstration of the Change Activation Toolkit 
• customization options including organization-specific terminology, bespoke 
modules and learning activities 
• further testimonials & customer references 
www.tbointl.com 
Copyright 
©2014 
TBO 
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LLC. 
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Rights 
Reserved.
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Change Activation Toolkit — An Opportunity Overview

  • 1. Opportunity Overview Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. v3tbo ™ Organizational change-capability development resource 1 info@tbointl.com phone: 713.821.1555
  • 2. Challenges to Organizational Change CHANGE IMPLEMENTATION CHANGE MATURITY Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 2 High failure rate of change initiatives Low stakeholder engagement during implementation Use of ad-hoc approaches to change Difficulty sustaining changes over time Existing learning materials fail to inspire positive change behaviours Lack of wide understanding of change management concepts Organizations struggling to build internal change capability Many organizations lack repeatable change management processes Lack of coherent & consistent approach to change throughout organizations …solution?
  • 3. Introducing the The Change Activation Toolkit is an innovative suite of organizational change management learning & implementation resources. Using unique, highly-engaging animated videos, workshop facilitation guides and handout materials, stakeholders at all levels are equipped with a clear understanding of crucial change concepts & practices, as well as the tools with which to implement change. Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 3 Builds organizational change capability Assists implementation initiatives Aligns stakeholder understanding Supports all change models & methodologies ™
  • 4. Organizational Development Themes The Change Activation Toolkit supports these organizational development themes: Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 4 Build Change Foundations Sustaining Change Analysing Change Needs Change Implementation Communicating Change Foster Change Leadership ™
  • 5. Key Benefits Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 5 Aligns leadership, management and workforce understanding of change Unique, highly visual materials ensure engagement from stakeholders at all levels Acts as a “go-to“ resource supporting a “change ready” organization and transformational leadership objectives Accelerates learning and achievement of organizational Change Management Agility Supports all existing change models, methodologies & frameworks Affirms Change Management principles with clear and easy-to-understand guidance in transforming attitudinal change behaviour issues Integrates experiential-based learning into existing organizational learning programs Enables openings for action, collaboration and co-creation supporting sustained change capabilities
  • 6. Learning Modules Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 6 Eighteen innovative learning modules support the organizational development themes:
  • 7. Development theme: An excellent introduction to change for stakeholders at all levels throughout an organization. Development theme: Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 7 Build Change Foundations Foster Change Leadership Build a change leadership development program or boost the change understanding of managers and change sponsors.
  • 8. Development theme: Empowers organizations to diagnose and understand their change needs by investigating the present and desired situations in depth. Development theme: Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 8 Analyzing Change Needs Change Communications Support those leaders communicating change as well as change managers planning change communications.
  • 9. Development theme: Crucial practices for change leaders and frontline managers whilst change programs are underway. Development theme: Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 9 Change Implementation Sustaining Change Ensure change sticks. Support the ongoing maintenance of changes made.
  • 10. Module Features Each learning module contains everything needed for delivering a transformational learning session of between 15 minutes and 2½ hours: facilitation guide Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 10 Animated video PowerPoint slide deck Templates & handouts Further reading guide Activity materials Workshop The facilitation guides are comprehensive enough to allow workshops to be led either by an experienced change agent or an individual new to change (such as a frontline manager). This empowers organizations with an internal capability for leaders throughout the organization to lead impactful experiential change learning programs.
  • 11. Learning Activities Within each module, facilitators can choose from a number of learning activities depending on participant needs, experience levels & available time: Activity Title Target audience Suggested timing Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 1 Animated video (8:40 mins) Knowledge-check discussion Personal reflections All learners 15 to 30 minutes 2 Different types of measurement discovery activity All learners 30 minutes 3 The change report card activity Learners new to change 35 minutes 4 Measuring the benefits activity Executives, experienced change agents, sponsors 45 minutes 5 Wrap-up & set personal commitments All learners 15 minutes In the above example, a learning workshop of between 1hr and 1hr 15mins has been selected. 11
  • 12. Implementation Tools These included tools and templates can be used in support of your organizational change initiatives: Personal response to change tools Appreciative enquiry worksheet Personal change readiness self-assessment Personal lessons from change worksheet Risk assessment tools Risk assessment template incl. example responses Stakeholder analysis tools Stakeholder mapping document Stakeholder profile document Readiness assessment Organizational readiness assessment worksheet Gap analysis SWOT analysis worksheet Three scenario examples provided Sponsor involvement tools Sponsorship-style self-assessment worksheet Sponsor roadmap worksheet Communication tools ‘Planning a communication strategy’ worksheet Communication channel matrix Message crafting template Stakeholder communications grid Storytelling story structure template ‘Tailor the message’ worksheet Vision statement worksheet Resistance management tools Overcoming resistance worksheet Resistance contingency planning matrix template Cultural analysis tools Cultural analysis template Learning & training tools Stakeholder training needs analysis template Training needs analysis scenario example Measurement tools Benefits measurement planning template Project change management Project planning worksheet template Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 12
  • 13. Integration with Change Methodologies Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 13 The Change Activation Toolkit has been designed to boost engagement with all change methodologies, models and frameworks, including: ADKAR Model for Change Management AIM (Accelerating Implementation Methodology) Beckhard & Harris Change Management Process Boston Consulting Group (BCG) Change Delta Bridges Leading Transition Model for Change The Change Leader’s Roadmap Model GE’s Change Acceleration Process (CAP) John Kotter Eight Step Model for Change Kubler Ross Change Curve Model Kurt Lewin’s Three Stage Change Model LaMarsh Change Management Model People Centered Implementation (PCI) Prosci Enterprise Change Management Prosci Change Management Levers Viral Change Roadmap Model Our online compatibility guide outlines which Change Activation Toolkit modules support the various stages of the above change approaches. Please find an example on the next slide.
  • 14. Example Integration with Methodology This example shows which Change Activation Toolkit learning modules can be used to support and build engagement at the various stages of the ‘ADKAR’ model for change: Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 14 ADKAR stage Change Activation Toolkit learning modules that support this stage Awareness Choosing Communication Channels Creating a Communication Strategy Thinking about Organizational Change Desire Inspiring Action not Despair Telling Stories Knowledge Accommodating Different Communication Styles Ability Learning & Coaching as Change Enablers Overcoming Resistance Four Common Responses to Change Reinforcement Culture and Change Measuring Change Effectiveness Please visit our online compatibility guide to view compatibility tables for other change models, methodologies and approaches. ADKAR is a registered trademark of Prosci Inc. and is not affiliated with the Change Activation Toolkit.
  • 15. Facts & Figures Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 15 More than 15 change practitioners, consultants and academics from 4 countries were involved in the development of the Change Activation Toolkit 18 modules explore change concepts in a clear & memorable manner Toolkit modules contain over 125 minutes of highly engaging animated videos Over 200 handouts, templates & worksheets are included Over 100 articles, books, research studies and frameworks are listed in the further reading resource guide Over 90 terms defined & explained in straightforward, clear language in the included change management glossary Over 750 illustrations were created by 2 artists to ensure the Toolkit’s animated videos are unique, memorable and engaging Over 50 unique change stakeholder characters appear in the videos, each portraying a different response to change
  • 16. Background Accelerated Learning Principles The Change Activation Toolkit has been designed following accelerated learning principles. This ensures its materials are highly accessible, engaging and memorable, resulting in tangible improvements in change stakeholder skills, attitudes and behaviors. “If you can’t explain it simply, you don’t understand it well enough.” Albert Einstein Expert Contributors Teena Cochran USA Claire Dellar UK Jean Deslauriers Canada Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. Candy Mirrer USA Karen Noble USA Valerie Roy USA Dave Soock Canada Betsey Upchurch USA The Change Activation Toolkit is the result of a year-long collaborative effort between change practitioners, academics and business education specialists to ensure it reflects best practice and meets the needs of real-world change initiatives. 16
  • 17. Testimonials The Change Activation Kit could help organizations improve synergies during any type of change initiative, reducing risks, speeding up the change process without impacting personnel’s morale, thus increasing the overall success and effectiveness of the change. Jessica Minghinelli, Process & Quality Lead, Xerox Europe Ltd It can be used to train change management skills and also a tool for trainers to use to ensure consistency of messaging. I love how you provide suggestions of how to use, when to use, cheat-sheets and checklists, and how it links to different methodologies. It makes it a one stop shop. Ania Szpakowski, Change Program Manager, Zurich Insurance The materials cover the whole range of change management practice. For busy people who need answers now, or for reflective practitioners seeking to deepen their knowledge, this toolkit is invaluable. Dr Philip Stiles, Cambridge Judge Business School, University of Cambridge Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 17
  • 18. Pathways to Success How TBO International’s offerings can ensure your organization achieves its objectives: Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 18 Organiza(onal objec(ve: Development strategy: TBO Interna(onal offerings: Change Ac(va(on Toolkit Training programs Consul(ng services Develop internal change capability Do it yourself op7onal op7onal Facilitated learning op7onal Build exper7se op7onal op7onal Build upon current methodology Do it yourself op7onal op7onal Use coaches op7onal Implement change project Do it yourself op7onal op7onal Use coaches op7onal op7onal Outsource op7onal op7onal
  • 19. Next steps Contact TBO International for license & pricing details: info@tbointl.com phone: 713.821.1555 We’ll be happy to offer: • insights into how we can implement the Change Activation Toolkit within your organization to boost change engagement and effectiveness • delivery options based on your goals and strategy • a demonstration of the Change Activation Toolkit • customization options including organization-specific terminology, bespoke modules and learning activities • further testimonials & customer references www.tbointl.com Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved.
  • 20. Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 20
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  • 38. Copyright ©2014 TBO Interna7onal, LLC. All Rights Reserved. 38