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10 Questions Leaders Should Ask Before Starting a Major Change

10 Questions Leaders Should Ask Before Starting a Major Change Starting a major change in your organization can feel overwhelming. Whether you're implementing new technology, reshaping workflows, or shifting company culture, success lies in preparation. The questions you ask upfront can make or break the outcome. Here's how to think critically about your approach.

What Problem Are We Solving?

Every change should address a specific problem. If you can't pinpoint the issue, you risk creating confusion and wasting effort. Setting a clear purpose helps focus the team's energy and aligns everyone on a common goal.

Scrabble letters arranged to transform "chance" into "change," illustrating the subtle shift from potential to action.
Scrabble letters arranged to transform "chance" into "change," illustrating the subtle shift from potential to action.

Understanding Root Causes


Sometimes what seems obvious isn't the real problem. For example, if productivity is lagging, is it because of outdated tools, unclear expectations, or low morale? Tools like root cause analysis or collaborative brainstorming sessions can bring clarity. According to Crucial Learning, digging deeper ensures you tackle the right issues instead of symptoms.


Aligning with Strategic Goals

Does this change align with your long-term plans? If not, why are you pursuing it? Clearly linking the initiative to strategic goals strengthens your case. Leaders often skip this, causing disconnects within the organization. Learn how to align changes with your strategies in this guide.

Who Are the Stakeholders and How Will They Be Impacted?

Change inevitably impacts people—your employees, clients, and even departments that aren't directly involved. Identifying everyone affected ensures smoother transitions.

Engaging Key Stakeholders

Buy-in begins with early engagement. Involve key players during the initial stages to gather input, uncover risks, and build trust. This approach not only improves plans but also encourages support when the time comes to act. Want to gain deeper insights? Check out these tips.

Predicting Potential Resistance

Resistance is natural. People fear change for various reasons—uncertainty, added workload, or fear of failure. Understanding potential pushback allows leaders to manage and mitigate concerns effectively. Address this proactively rather than reactively.

What Resources Are Needed to Make This Change?

Launching a significant initiative without assessing resources can lead to unmet deadlines and frustration.

Budgeting for Change

Finances are often tight, but that doesn't mean they're unworkable. A realistic budget includes not just upfront expenses but also hidden costs like training and system upgrades. One smart tactic is contingency planning. Learn how proper budgeting supports success in Jernee's guide.

Skill Gaps and Training Needs

Look at the current team: Are they equipped to handle this change effectively? If not, you may need to invest in upskilling or hiring. Conduct a skills inventory to understand where gaps exist. It's critical to empower your workforce with the right tools and knowledge.

What Does Success Look Like?

Without clear goals, how will you know if the change delivers value?

Setting Measurable Goals

Use SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals to track progress. These benchmarks offer a roadmap for evaluating results, whether you're updating IT infrastructure or revamping a workflow.

Creating a Feedback Loop

A continuous feedback loop allows for tweaking and improvement. Input from employees on the ground provides invaluable insights for keeping projects aligned with objectives. Learn more about fostering adaptability in IT service processes here.

How Will Communication Be Managed During the Change?

Clear communication ensures alignment and minimizes confusion.

Developing a Communication Plan

A solid plan includes details like message frequency, delivery channels, and designated spokespeople. This prevents misinformation and keeps everyone informed. Smaller teams might benefit from quick daily updates, while larger groups may need formal weekly meetings.

Leveraging Technology for Communication

Modern tools like Slack, Microsoft Teams, or even intranet portals simplify information sharing. These platforms enable real-time discussions, document sharing, and progress tracking. Learn how digital tools can add efficiency to communication during projects here.

Asking thoughtful questions before starting a major change creates a roadmap for success. From defining the problem to managing communication, preparation makes all the difference. Don't rush; take the time to assess resources, engage stakeholders, and outline clear goals. Thoughtful planning ensures smoother transitions and lasting results.

Ready to improve your change management approach? Explore more strategies with Jernee Consulting.

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