Change Management Services
To succeed, an engagement requires a careful balance of leadership, project management methodology,
communication, and continuous evaluation of the organizational context. Forte Financial will assemble
a team of change management professionals with complementary skills and expertise to address your unique objectives.
In addition, we offer the follow standard services which may be adapted to suit the needs of your organization.
CHANGE MANAGEMENT STRATEGY FORMULATION
When a change initiative begins, change managers gather the various projects and efforts into a
coherent plan and ensure that each part of the plan is adequately staffed. A program office may be
necessary to monitor progress and coordinate concurrent initiatives. Once a coherent change management
strategy is in place, Forte Financial's change experts guide you in advocating for new direction.
Plan formulation services:
Assess current situation and measure projected impact of change, Identify metrics to track progress toward goals, Facilitate planning sessions with key constituencies.
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COMMUNICATION PLANNING
The importance of open communication during change efforts cannot be overstated. Change in an information
vacuum makes employees and middle managers feel alienated and devalued. Successful change programs connect
early on with people.
Our team of change managers facilitate company-wide buy in through open dialogue. They understand that
messages must be consistent, clear, and endlessly repeated.
Communication planning services
Facilitate focus groups with key constituencies to identify concerns, Identify appropriate communication mediums (web, print, face-to-face visits by executives), Document communication plan with specific actions, milestones, and timing.
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COMMUNICATION MATERIAL
Forte Financial change managers understand that successful change initiatives depend upon short, dynamic,
clear messages from key leaders within the organization. Everyone in the organization must share a common
vision of where the organization is going and why. We hold early, open conversations designed to get to
the core of the change and develop inspired messages that an entire organization can support.
We develop custom communication pieces such as:
Intranet sites that support collaboration and feedback from employees, Speeches, Presentations for employees, executive team, board of directors, and other key constituencies.
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TRAINING
For many employees, change is neither sought nor welcomed. It is disruptive and threatening. Change
managers empower employees by preparing them. They work with them, watch their performance, and provide
feedback, creating a dialogue.
During a change initiative, well-intentioned managers often give their reports new or additional
responsibilities without the benefit of the training or information they need to make apt decisions and
take appropriate actions. Change managers know that the process of learning is subtle and key to the
success of the change effort.
Training services:
Train change advocates within key parts of the organization on principles of change
management as well as the rationale for the specific change your organization is undertaking, Develop training material for specific functional groups outlining how they will be
impacted by the change and why the change is beneficial to them and the organization as a whole.
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EXECUTIVE COACHING
Forte Financial provides executive coaching that empowers managers to leap the hurdles presented by
the daunting new world of finance.
Our coaches understand that successful coaching is collaboration between coach and client. Coaching
works when the client's desire and motivation combine with the coach's guidance and specific change
tools and methodologies.
A good coach also brings a fresh perspective to the situation, one that inspires managers to grow
beyond their own self-imposed boundaries. Fear of failure, of success, of risk or even of change itself
is natural. People protect themselves from these dangers by staying within their comfort zones.
When we are pushed outside of our comfort zones in a stressful way, our fears are strengthened, and
we react by retreating to the status quo. Change becomes threatening.
However, when encouraged in a safe and supportive environment, people learn that rather than protecting
them, their fears are hindering their growth. They become what they aspire to only by pushing — or
being pushed — past this point.
Forte Financial offers a safe and supportive environment, enabling managers and executives to truly grow.
Coaching services:
Transition Coaching is targeted to a specific change initiative and supports the
planning, execution, and evaluation phases. The New CFO package supports newly promoted or hired finance executives, ensuring an
impressive start in your new role. Ad hoc support as required.
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