Behaviour Plan for Effective Change Management

Implementing change within your business can be a challenging process, but with the right approach, you can ensure a smooth transition. A behaviour plan can be a valuable tool in helping employees adapt to new systems and processes. It provides structure, identifies potential resistance, and offers strategies to manage it effectively.

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Behaviour Plan

Behaviour and confidence play a
crucial role in successful change management.

One of the most dangerous statements in business is, “We have always done it this way.” This mindset signifies a reluctance to embrace change and may prevent employees from recognising the need for improvement. Communicating the issues and goals with the workforce is essential to overcoming this resistance. A Behaviour Plan like the one below can help identify key areas of change, expected behaviour, and the necessary actions:

A Behaviour Plan example graph (1)

Identify Resistant Behaviors:

Reluctance to use new systems.
Negative language about the change.
Avoidance of training sessions.

Develop Strategies:

Provide one-on-one sessions with resistant employees.
Share success stories of how the new solution has helped others.
Offer incentives for early adoption and active participation.

Monitor Progress:

Regularly check in with department heads to address ongoing resistance.
Survey employees to understand lingering concerns or areas of difficulty.

Communication Plan

Effective communication is critical for ensuring that your workforce fully understands and engages with the changes being implemented. A carefully crafted communication plan helps address concerns, clarifies goals, and maintains transparency throughout the process.

1. Choose the Right Communication Methods

Consider the communication preferences of your workforce and use methods such as:

  • Email: Ideal for formal communication, updates, and reminders.
  • Posters/Signs: Suitable for communal areas to reinforce key messages visually.
  • Lunch Meetings or Town Halls: Provide face-to-face interaction, Q&A, and personal engagement.
  • Digital Communication Screens: Good for quick, impactful updates in shared spaces.
  • Face-to-Face Meetings: Best for complex or sensitive messages, especially for employees resistant to change.

2. Assign Responsibilities

Clearly define the communication responsibilities within your business:

  • HR Lead: Drafts and sends out company-wide emails.
  • Department Heads: Facilitate lunch meetings and engage directly with their teams.
  • IT/Support: Manages digital signage or ensures information is accessible on internal portals.

3. Maintain a Balance

Avoid overwhelming employees with too many messages. Instead, focus on:

  • Quality over quantity.
  • Concise, impactful, and relevant communications.
  • Strategic timing around key milestones in the rollout plan.

4. Be Transparent

Clearly explain the “why” behind the change:

  • “We’re implementing this solution to improve payroll accuracy and ensure everyone is paid correctly and on time.”
  • “We’re streamlining time tracking to reduce administrative burden and increase efficiency.”

Employees are more likely to engage when they understand how the change will benefit them and the company.

5. Build a Communication Timeline

Develop a timeline for communication that includes:

  • Pre-Rollout Communication: Announce the change, share the vision, and set expectations.
  • Rollout Updates: Provide regular progress updates and highlight key milestones.
  • Post-Rollout Reinforcement: Share success stories, address concerns, and gather feedback.

6. Gather Feedback

Encourage open dialogue through:

  • Surveys or feedback sessions to gauge understanding and engagement.
  • Use feedback to refine your communication strategy as the process continues.

Training and Measuring Success

Training plays a vital role in ensuring a successful implementation. It should be tailored to the different levels within your business, supported by both the solution provider and your internal success team.

Training Plan:

 Personalised Learning Journeys: Training should be specific to each role: employees, managers, administrators, and executives. Courses must be relevant to their responsibilities within the new system.

Resource Availability:

Utilise resources provided by the solution provider such as:

  • Pre-recorded videos
  • Online courses
  • Written guides
  • Live sessions

These materials can supplement the train-the-trainer approach or help build self-guided learning paths.

Timing of Training:

Training should align with the testing phase for relevant modules. Staff impacted by a particular process should start training during this time. Never delay training; it should occur close enough to the go-live date to keep the information fresh but with enough lead time to absorb the material.

Training Delivery:

Tailor delivery to your workforce’s preferences:

  • Online courses for tech-savvy workers.
  • Hands-on workshops for practical learners.
  • Recorded sessions for those needing to revisit instructions.

Record and Review:

Record live training sessions and make them available for future reference. Ensure employees know who to contact for questions during and after training.

Measuring Success

  • Adoption Rates: Monitor how consistently roles are using the new system and be alert for any employees reverting to old methods, which could indicate gaps in training or resistance to change.
  • Achieving Goals: Compare results with predefined goals such as improved processes, data accuracy, and time savings. If you’ve conducted an ROI assessment, measure the time and money saved, along with how the system has addressed pain points.
  • Employee Engagement: Conduct surveys to assess confidence in using the new solution. Use the feedback to identify any additional training needs or adjustments required.
  • Incentivising Adoption: Encourage adoption by tying system usage to rewards such as recognition, bonuses, or prizes. Highlight success stories within the business to motivate and build excitement.

Example Training Plan graph

 Human Capital Management Buyers Guide Index

Below, you’ll find an overview of each section, with links to the full content for deeper insights.

Introduction & Planning

Below, you’ll find an overview of each section, with links to the full content for deeper insights.

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HCM Functionality

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Payroll

Access Control

Scheduling and workforce management

Recruitment and onboarding

Performance management and succession planning

Selecting an HCM Provider

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Sales process and RFQ/RFP considerations

Sign off

Implementation & Success

Rolling out your HCM system smoothly and ensuring long-term success.

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Building an implementation team

Training

Budgeting and timeline considerations

Employee adoption and change management

Transitioning to Accountability: Change Management

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