Change Management Fundamentals

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Organizations often struggle to understand the full scope of change management, seeing it as a one-time event or reducing it to a communications exercise, which creates significant barriers to success.
A gap in change management fundamentals knowledge may lead to disengagement and turnover across the organization.

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Our Advice

Critical Insight

A solid understanding of change management fundamentals is essential for success. Without it, change efforts stall, trust erodes, and both morale and engagement suffer. When done right, change becomes more than a process; it is a catalyst that delivers results while transforming organizations and empowering the people who make it happen.

Impact and Result

Understand change management fundamentals to have clarity, reinforce core principles, and highlight the roles that drive successful change.
Position HR as a strategic partner to strengthen its influence in guiding change and building credibility.
Apply proven best practices to equip organizations to achieve desired outcomes and sustain long-term impact.
Build organizational resilience to enable teams to adapt quickly and thrive amid disruption and change.

Change Management Fundamentals Research & Tools

1. Change essentials

Introduces the concept of change management, guiding principles, common change models, and McLean & Company’s approach.

2. Change roles

Outlines the key roles in change management, HR’s involvement and collaboration, and the shared responsibility of supporting the organization through change.

3. Change activation

Presents a structured change management process covering the scope of change, preparation, action planning, implementation, and sustainment.

4. Change sustainment

Explores tactics that help organizations support employees through change, with a focus on long-term sustainment.

About McLean & Company

McLean & Company is an HR research and advisory firm providing practical solutions to human resources challenges via executable research, tools, diagnostics, and advisory services that have a clear and measurable impact on your business.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your HR problems.

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Get the help you need in this 4-phase advisory process. You'll receive 6 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Understand the essentials of change management

Call 1: Review the guiding principles of change management and introduce McLean & Company’s change model.

Guided Implementation 2: Outline change roles

Call 1: Outline and clarify key roles in change management and discuss shared responsibility through change.
Call 2: Establish a governance structure to clarify accountabilities, responsibilities, and decision-making for individuals involved in the change.

Guided Implementation 3: Activate change

Call 1: Determine the scope of change and prepare for activation.
Call 2: Create an action plan and develop a plan to implement change.

Guided Implementation 4: Sustain change

Call 1: Identify tactics for sustaining change in the organization.

Contributors

Ali Basahi, Senior Management Consultant, Info-Tech Research Group
Aliyah Heinze-Giardello, MSML, CCUE, Project Portfolio Manager, Patelco Credit Union
Dr. Zahra Abdullah, PCC, Transformation Consultant and Founder of Authentic Leaders
Fadeel Alfahoum, Managing Director, Innovbit Consulting Ltd.
Kimberly Shaw, Founder and Principal Consultant, Changify
Maria Leggett, Organizational Effectiveness and Change Management Consultant, Bon Secours Mercy Health
Miranda Joslin, Vice President and Change Management Manager, Fortune 500 Bank
Usama El Saman Mohamed, Vice President Consulting, Info-Tech Research Group
Neal Martino, SPHR, PMQ MHRM, Vice President Human Resources, Wesley