Do you want to give your CRM project the best chance of success?

Reduce the risk of your CRM roll-out failing by having a change management plan in place.

International industry research has shown:

“Success in 68% of technology projects is “improbable.” AIG consulting)

“McKinsey estimates that 70% of change programs fail to achieve their goals, in large part due to employee resistance.” (Forbes)

“28% of projects fail due to inadequate change management.” (PMI)

Research highlights that the key reasons for failure of CRM projects are:

 Lack of Executive Sponsorship

Inadequate Business Analysis

Poor Change Management

We believe that Change Management sits at the heart of this process. By having a Change Management Strategy in place it should ultimately improve executive sponsorship and business analysis, and boost the chance of CRM success.

About the Course

It is a three month virtual Training Course consisting of 8 online training modules and 8 group coaching webinars, with the option to purchase additional One to One Coaching.
During the course we cover theories, best practice and case studies related to our unique four pillars and 8 step process. Each week we focus on one of the 8 steps and discuss the learning within a group coaching session around the topic.

• Analyse  – Rationale and Readiness
• Plan – Approach and Team
• Strategy – Lead and Facilitate
• Change – Prepare and Embed

The Desired Outcomes of the course

The trainee will be expected to prepare a Change Management Strategy to accomplish:

High Executive Sponsorship

Good Communication

High Engagement

Good Design

High Benefits

Good Adoption

Next Course Dates

Starting on the 6th December 10 – 12 midday

(with the following dates 13th, 20th Dec, 10th, 17th, 24th

and 31st January, 7th, 14th February)

The following course will start the 7th March.

Cost: £1,000 plus VAT

Top Up: Additional 4 x 1hr One to One Coaching is £1,000 plus VAT

The Instructor

The programme is delivered by Heather Black, Managing Director of Economic Change. Heather Black is an experienced business coach and practitioner in Salesforce, Agile Project Management and Change Management. She is a qualified NLP and Business Coach, as well as being an Agile Project Manager Practitioner and Change Management Practitioner and Certified Salesforce Consultant.

Since 2002 Heather has supported non-profits to evaluate and adopt business practices as a consultant and coach. Since 2013 she has mentored and supported customers to implement Salesforce and as at Oct ’18 has overseen 324 projects with 174 charities (and counting). She enjoys coaching senior management teams to embrace digital transformation and help their organisation to achieve their goals by implementing new strategies and technology.

Heather spends time training and coaching client-side CRM project managers to master change management. Over three months participants will be equipped with her 8 step plan, which will enable them to implement a change management strategy that is tailored to their project and organisational culture.

What people say about our change management course: 

“The course made me realise that we needed to do more consultation with staff, and to take more interest in who my staff are with regards to their learning styles.”

“I’ve come away knowing how to plan change more effectively, and getting clearer on how we collect data and what roles staff need to take.”

“I now know how to create a better business case for change.“

“The training was clear, really informative and provided some really useful tools.”

“It’s provided a step-by-step process to planning from assessing the viability through to engagement.”

“The course made me realise that we needed to do more consultation with staff, and to take more interest in who my staff are with regards to their learning styles.”

“I’ve come away knowing how to plan change more effectively, and getting clearer on how we collect data and what roles staff need to take.”

“I now know how to create a better business case for change.“

“The training was clear, really informative and provided some really useful tools.”

“It’s provided a step-by-step process to planning from assessing the viability through to engagement.”