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How To Run A Change Management Meeting

Running a change management meeting involves setting a clear agenda, communicating changes effectively, soliciting feedback, implementing changes based on feedback, and regularly monitoring and assessing the change process.

A Change Management Meeting is a structured gathering of relevant stakeholders within an organization to discuss and plan for changes that will be implemented within the company. These meetings are designed to address any resistance or challenges that may arise when introducing new initiatives or processes. The main objective of a Change Management Meeting is to align all individuals involved, identify potential risks, plan communication strategies, and develop an action plan to effectively and smoothly implement the desired changes. The meeting serves as a platform for open dialogue, collaboration, and problem-solving, ensuring all stakeholders are informed and engaged in the change process.

What is the purpose of a Change Management Meeting?

The purpose of running a change management meeting as a leader is to effectively communicate and drive organizational change. It provides an opportunity to share the vision, set expectations, address concerns, and gain buy-in from employees. The meeting allows leaders to align the team, manage resistance, and ensure a smooth transition towards achieving desired outcomes.

How To Run A Change Management Meeting: Step-By-Step


Step 1: Meeting Setup

Determine the appropriate time, place, and participants for the meeting, ensuring all relevant stakeholders involved in the change process are included. It is crucial to coordinate schedules and align availability to optimize communication and decision-making during the meeting.

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Step 2: Agenda Creation

Prepare a comprehensive agenda, highlighting the key topics and activities that will be covered during the meeting. This should include any planned presentations, workshops, or interactive discussions to ensure a productive and organized session.

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Step 3: Objectives Definition

Defining clear objectives for the meeting is crucial to ensure that it is focused and productive. The objectives should be closely aligned with the overarching goals of the change management process to drive effective decision-making and progress.


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Step 4: Pre-meeting Communication

Effective communication of the meeting’s objectives, agenda, and any necessary preparatory tasks is crucial to ensure that all participants are well-informed and adequately prepared beforehand, promoting a productive and engaged meeting environment.

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Step 5: Meeting Facilitation

As a business expert, your role is to facilitate meetings by maintaining organization, guiding discussions, and ensuring that all agenda points are addressed effectively, enabling a productive and efficient session for all participants.

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Step 6: Discussion and Ideas Gathering

Facilitate a collaborative and inclusive environment for open discussion, where all stakeholders can contribute their ideas, opinions, and feedback regarding the proposed change, ensuring a comprehensive and diverse range of perspectives are considered.

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Step 7: Decision Making

During the discussion, decisions will be made on important issues, such as strategies for implementing change, setting a timeline, and assigning responsibility. These decisions will help guide the implementation process effectively.

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Step 8: Action Plan Development

The action plan should outline the specific actions to be taken, identify the individuals or teams responsible for each action, and include timelines and deadlines for completion. This will ensure that the decisions made in the meeting are effectively implemented within the desired timeframes.

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Step 9: Post-meeting Communication

It is crucial to effectively communicate the meeting outcomes and action plan to all participants and relevant stakeholders. This ensures everyone is aware of the direction and decisions made, promoting transparency and accountability within the business.

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Step 10: Monitoring and Evaluation

Implementing a process to monitor progress and evaluate the effectiveness of the change is crucial for ensuring its success. This involves regularly scheduling follow-up meetings to address any challenges or make adjustments as necessary.

Questions to ask as the leader of the meeting

1. What is the purpose of the change?

Explanation: This question helps to clarify why the change is necessary and ensures that everyone understands the underlying goals and objectives.

2. How will this change affect our employees?

Explanation: Understanding the impact on employees is crucial as it helps address potential resistance, plan for training, and provide support to ensure a smooth transition.

3. What are the potential benefits and risks of this change?

Explanation: Identifying the potential benefits motivates the team, while recognizing the risks helps in proactive planning to mitigate any negative impacts.

4. How will we communicate about this change?

Explanation: Clear and transparent communication is essential during any change. This question prompts leaders to consider the most effective channels and messages to keep employees informed and engaged.

5. How can we involve staff in the change process?

Explanation: Involving employees fosters ownership, commitment, and positive attitudes towards change. Leaders should explore opportunities for staff input, feedback, and participation.

6. What resources or support do employees need to navigate this change successfully?

Explanation: Recognizing and addressing employees’ resource and support needs helps mitigate resistance and ensures their ability to adapt and thrive during the change process.

7. How will we measure the success of this change?

Explanation: Defining clear metrics and success indicators enables the team to track progress, make necessary adjustments, and celebrate achievements, fostering a sense of accomplishment among employees.

8. How can we address potential resistance or concerns around this change?

Explanation: Recognizing and addressing potential resistance ensures that leaders are prepared to address concerns, support those who are struggling, and provide guidance where needed.

9. What is our action plan and timeline for implementing this change?

Explanation: Developing a clear action plan with specific timelines ensures that the change process remains organized and on track, driving accountability and progress.

10. How will we celebrate milestones and accomplishments along the way?

Explanation: Celebrating milestones boosts morale and motivation, promoting a positive and supportive culture throughout the change process.

Learn how to prepare a Change Management Meeting

As a leader, preparing a change management meeting agenda involves several key steps. Start by clearly defining the objective of the meeting and establishing the desired outcome. Identify the key topics and issues that need to be addressed, and prioritize them accordingly. Determine who should attend the meeting and distribute the agenda in advance. Finally, allocate time for discussion, decision-making, and action planning.

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Software tools to facilitate a Change Management Meeting

Software can greatly assist leaders in running change management meetings by providing tools to facilitate communication, collaboration, and tracking progress. With features such as project management boards, real-time updates, and document sharing, leaders can ensure effective planning, execution, and monitoring of change initiatives. This streamlines decision-making, enhances team coordination, and ultimately achieves successful change management outcomes.


In conclusion, running a successful change management meeting is a crucial step in ensuring a smooth transition within an organization. The key to effective change management lies in careful planning, clear communication, and strong leadership. By following the steps outlined in this blog post, you can create a framework for productive discussions, identify potential challenges, and develop strategies to overcome them. Remember, change is inevitable, but by embracing it and engaging all stakeholders, you can drive positive outcomes for your business. So, go ahead and implement these tips to run impactful change management meetings and pave the way for a successful transformation.


What is the purpose of a change management meeting?

The purpose of a change management meeting is to discuss and plan for changes that need to be implemented within an organization. This may include system changes, process alterations, or shifts in company policies or strategies. The meeting allows for collaboration, planning, and distributes information about the planned changes to all relevant stakeholders, thereby facilitating smooth transitions.

Who should attend a change management meeting?

The attendees of a change management meeting typically include project or change managers, team leads, department heads, stakeholders, system owners, and sometimes, representatives of the affected end-users. Individuals who have a direct stake or role in the change are usually included in these meetings.

How often should change management meetings occur?

The frequency of change management meetings depends upon the nature and impact of the change, as well as the timeline for implementation. They could occur weekly, biweekly, or monthly. During critical phases of change implementation, meetings might be held more often.

What topics are typically covered in a change management meeting?

In a change management meeting, topics can include the scope of the change, its impacts, a review of the change management process, status updates, issues and risks, roles and responsibilities, communication strategies, training needs, and next steps towards implementation.

How can the effectiveness of a change management meeting be measured?

The effectiveness of a change management meeting can be measured by the clarity of the communicated changes, the level of stakeholder engagement, the timely identification and mitigation of risks and issues, and ultimately, the successful implementation of the discussed changes with minimal disruption to operations. Regular feedback from attendees and monitoring of the post-meeting actions can also provide insights into meeting effectiveness.