improvement ideas, phasing the implementation prior to full-scale
deployment helps reduce risk and ensures an effective implementation
a project the right way requires working through three phases: design,
pilot, and implementation. Each phase builds on the previous one,
ensuring that important elements are not missed in full-scale
In the design (or planning) phase, do the following:
- Review action items and determine what needs to be piloted.
- Identify team members for conducting the pilots.
- Identify location of pilots.
- Determine how pilots will be conducted.
- Determine how long each pilot will take.
- Identify risks and contingency plans to minimize risks.
to the project charter during the design phase helps to clarify the
organization's project goals. The key to this phase is to identify and
eliminate "surprises" that may occur during full implementation
the design phase is complete, a "pilot" implementation allows the team
to test the change before full-scale implementation occurs. The pilot
phase is typically small in scale, so that any undesirable changes can
be easily reversed. Piloting a project also helps assess the potential
impact of the recommended process changes.
simulation/modeling can help assess implementation in the pilot phase.
With a big picture view of the change, the computer model depicts how
the change will impact the organization. If the change is too expensive,
too time consuming, or will not produce more benefits than costs in the
long term, the time to find this out is during the pilot phase.
of the big differences that the organization will notice between the
design and pilot phase is an increase in employee involvement in the
the final phase, includes finalizing the design and implementing
permanent solutions. The biggest mistake organizations make during this
phase is not training all staff to use the new system or process.
Without training, the organization sets itself up for failure. And,
unfortunately, if failure occurs, organizations blame the new system or
is not to say that all new systems and processes are successful if
training is provided. However, training is a key for successful
implementation of change initiatives.
the final phase, do not forget to fine tune the change to ensure that
things are operating as planned and tested. Daily monitoring of
performance gives you an indication of what is and is not normal.
is complete when the newly implemented system/process is turned over to
the process owner (usually a department in the organization).