Describe the future workflow
Explain what will become easier for customers and employees. Broad transformation ambitions are difficult to act on. A practical description of the future workflow gives teams something concrete to question, test and improve.
Design with users
Involve the people who will use the new process or system. Explore exceptions and handoffs as well as the ideal workflow. Early participation can reveal requirements that are easy to miss in a high-level plan.
Deliver in stages
Pilot a limited part of the change with criteria for continuing, adjusting or stopping. Provide support during the transition and a route for reporting problems. Use what the pilot reveals to shape later stages instead of treating the original plan as fixed.