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Contents
☐Communicate Project X vision and benefits
☐Prepare employees for Project X implementation
☐Clarify and carry-out Project X specific HR policies
☐Establish two-way communication channel to solicit feedback and monitor progress and learning
☐Set-up training room
☐Identify and schedule participants for prerequisite courses
☐Identify and schedule participants for Project X process and systems training
☐Conduct training
☐Provide post-training support
Communicate Project X vision and benefits
Purpose: Before your Unit begins to work on Project X, employees need to understand
the “big picture.” By communicating the vision and benefits of Project X, you
are creating a foundation for employee commitment. Think of sharing the
vision and benefits in a way that can be reiterated throughout implementation.
This process will help employees understand why The Company has chosen
this direction and will inform them about how they can contribute to its
success. Ultimately, employees should know that they are part of the process
and have ownership in it.
Timeframe: Start date: Six months prior to conversion
End date: On-going
Note: Time will need to be invested in identifying how different audiences
will be affected (Finances staff, managers, HR and other employees), and
deciding what messages need to be sent to them, how those messages will be
delivered (i.e. presentations, focus groups, e-mails and/or memos), and how
often they should be presented. Be sure to include face-to-face meetings with
employees to provide a direct and critical line of communication and feedback
throughout the process.
Responsibility: Manager(s) and Human Resource Representative(s)
Communicating with the X team: There are several key meetings that should occur between the Operating Unit and Project X. The first is the roadshow where the Unit’s managers will learn about the project. The Unit should also follow up with the Project X team about how the information is being distributed and received throughout the Unit. This communication provides two benefits. First, the Project X team can provide the Unit’s managers with any additional information that they need about the project. Second, issues and/or concerns that the Operating Unit has about implementation or the project can be surfaced and addressed.
Activities: From the Project X materials and road shows, you can gather information to help you communicate the following to employees:
∙Review the need for Project X, and why it was started.
Reference: To help you organize and manage communications, you may
want to use the communication plan in Appendix A.
∙Explain how Project X will affect particular individuals, groups and
departments.
Tip: You may want to contact an Operating Unit that has already been
through the process to help determine how your Unit will be affected by
the project.
∙Review role of SSC and individuals at Operating Unit.。

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