Here’s a sample of tools that clients and I have found useful:

• A sample Open Space Technology handout from the Success Secrets of Trusted Change Advisors session at the global ACMP 2012 session in Las Vegas described here in colorful detail.

• Retreat Planning Sample Flowchart
• RFPs & Price can be Silly in Choosing the Best Consultant or Facilitator for the Job (includes downloadable decision reference)
• Strategic Action: Find your way forward through multiple perspectives with Preferred Futuring  (.pdf download)
  • (includes Current Situation:  What’s Working, What’s Not!)
• The classic (1 page version) 7S Organization Effectiveness Model or McKinsey 7-S by Tom Peters and Robert Waterman ~ A Diagnostic Model for Organizational Effectiveness.  Also see Marvin Weisbord’s model.

• Change and Transition:  William Bridges Transitions Overview, REVELN
• Checklist, Neutral Zone, Bridges, VUCA (Agile Learning / VUCA – Bob Johansen)
• 2 Change models:  Resistance to change -  & Managing Complex Change
• Deb’s Pinterest page on Change Leadership is here.
• Deb’s Pinterest page on Systems Thinking is here.
• Deb’s Innovation in Institutions, Will it Blend newsletter is here (on-line link.)
• Deb’s Change Leadership Watch curated newsletter is here (on-line link.)
• Change Management resources are here.
• A Bibliography of book resources for Change (both planned & disruptive), along with Strategy is here.

Social Media, learning resources:

Samples of social media events via Deb’s 3rd area of expertise, the Social Media Learning Lab

• 3 Crucial Elements to Turn Social into Business LCR (.pdf)
• Deb’s YouTube video channel:  Social Media Learning Lab.
• Curated ScoopIt newsletter, Social Media Learning Lab.
• Join our LinkedIn  Social Media Learning Lab OPEN group

Tools Mix and Match General List:

• Here are 2 Change models:  D x V x F > Resistance to change –  & managing Complex Change (assess what might be missing in your change/communication planning) by Dr. Mary Lippitt.
• The MCG model - Membership, Control, Goal – why some groups are able to produce a good-to-great results and why others don’t available here  (Powerpoint doc.) The full article (2 pages) explaining how MCG works is here.
• Ready, Willing, Able, and Fit (RWAF) Mike Jay coachability assessment – Coaching Readiness.
• Preferred Futuring-A robust, flexible process for planning.  Integrates well with many aspect of strategic planning and visioning.  1 page overview is  here (Word doc.)
• SWOT analysis (Strengths, Weakness, Opportunities and Threats) described quite well here.  Though Preferred Futuring incorporates SWOT elements (featuring a different approach using Environmental Scanning), SWOT is effective for general planning for many groups.
• A sample Retreat Planning process - with a focus on creating a strategic plan is here Retreat sample flowchart (pdf).
• Meeting Agendas – PAL & PACT  using the structure for meetings:  PAL – Purpose, Agenda, Limit  and PACT – Purpose, Agenda, Critique, Time
• People and Task – Too many meetings and projects are long on task, and short on people elements.  Adding a simple “Welcome!”  and “Hi, How are you?” with a sincerely managed, brief check-in on how people are doing and if there are pressing issues can help greatly with the task/people balance for both meetings and with entire projects.
• Ladder of Inference – A good theoretical model that helps capture the invisible in  communication, available here.  Practically, when communicating,  inferences and beliefs are referenced in a nanosecond, with implications that impact communication for days, weeks, years.

Libraries and Other Tools

Other useful change tools and business libraries are below:

• The Four Room change model and possible solutions here
• UM’s Business and Finance Change Management Toolkit booklets  here
• Free Non-Profit Management Library  here
• Marshall Goldsmith’s Coaching Library here
• Change Wiki by Nexus for Change here
• BusinessBalls – business & org. dev. articles, exercises, templates here