Imagine the goal you have for the change initiative you’re implementing. For example:
“By this time next year everyone will be using the new CRM with ease, and all of our client data will be entered and referenced daily.”
It’s a great goal, so why is your team struggling?
Because change is hard, adoption of a new process is slow, and learning how to use a new system is frustrating. All of which is clouding your team’s ability to see the light at the end of the tunnel.
Help them see the light by shining a spotlight on short-term, realistic, and measurable goals and objectives, like these:
By the end of the month, you will each be able to enter a new client into the CRM in under 3 minutes.
By the end of this week, each person will have one new system shortcut to share at the team meeting.
We will have 45% of our clients entered into the new CRM by the end of November.
Bonus points if you can incorporate a way to celebrate or deliver positive feedback when they’ve met these goals. What goals will you create?
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