Worksheet: Design each initiative with the people who do the work

People move from "I have been told" to "I helped shape this" when they are asked early and hear what happened to their ideas. This sheet puts them on the design team and closes the loop. It builds the Competent step of the check:

The people whose work changes sat on the team that designed the initiative, and their objections changed the design.

Step 1. Who sits on each design team

Initiative	Whose work changes	Two or three of them on the design team	Their manager agreed the time?
e.g. New order-taking process	Customer service, warehouse pickers	One service rep, one picker, one team leader	Yes, half a day a week for six weeks

Step 2. Objections and what changed

Initiative	Objection raised	Raised by (role)	What changed in the design	If nothing changed, why

Step 3. Ideas from the floor

Idea	From (team)	Received	Answer due	Taken or not	Reason given back

Give every idea a date for its answer. An idea that gets no answer teaches people to stop offering.

Under 50 people: ask the people whose work changes to help design each initiative, and give a date for the answer. Tell them which ideas were taken and why.

Done when: each design team includes people whose work changes, and the log shows at least one design change that came from their objections.

Adapted from our own change management approach (PSP, 2010).