6 Keys To Agency Change Management with Andrew Dymski

Agency Journey

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2y ago 21:09

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At ZenPilot, we help agencies transform the system in which they operate on a day-to-day basis - the place they find their tasks, collaborate with their team, communicate with clients, and take their notes.

Transforming a project management platform may be one of the biggest areas of change an agency goes through. It impacts the daily workflow of every individual in the organization - and their clients!

Is it easy? Nope. Is there friction? Yup!

If you're looking to implement change at any organization, you need to be willing to embrace the pain for a period of time. Lean into this and push through, because the view on the other side is always worth it.

After helping thousands of agencies with massive transformations, we've learned a few lessons.

On this episode of Agency Journey, Gray joins Andrew, CoFounder at ZenPilot, to discuss how agencies can effectively manage change.

Topics discussed in the episode:

The purpose behind change at agencies
The difficulties of change management
ZenPilot's model for change
The 6 steps for effectively managing change
- Giving people a platform or channel to express their pain or frustrations
  - Forms
  - Surveys
  - 1-on-1s
  - All-hands meetings
- Making the decision
- Mapping the journey
- Setting clear expectations and participation efforts
- Launching and monitoring team adoption
- Optimizing (but only system issues)
Nominating and assigning an internal champion

Presenting Sponsor: ZenPilot

Check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.

ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.

So, what are you waiting for?

Go to zenpilot.com to learn more.

Resources mentioned in this episode:

Free 47-page Guide to Implementing ClickUp:

This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.

We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

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