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On Tuesday, July 8, 2014, Endeavour Volunteer Consulting for Non-Profits (Endeavour) held a training session for its consultants and engagement managers participating in its 14th round of engagements. Before each round Endeavour provides an orientation session and two training sessions to support consultants and engagement managers.
In this round, the engagements range from marketing and rebranding strategies to strategic planning. Change management is an important component of any consulting engagement where recommendations include actually implementing change. During her presentation, Judy led the consultants and engagement managers through an activity that illustrated the discomfort and awkwardness that often accompanies change.
Throughout her presentation, Judy referred to different projects and explained how change management was important in each context. In the second half of the training session, I provided some guidance on the final client presentation where the groups will close out their projects with their clients. The session addressed best practices for the final client presentation and outlined Endeavour’s expectations such as ensuring that the project advisor and an Endeavour executive attend the presentation and provide Endeavour with an evaluation matrix to measure the success of the engagement. Change management is core to every interaction by the RIM team with business units in a digital environment. Change Factory, Linked Training’s change partner, have recognised that every records and information unit needs support, and developed a practical toolkit that transforms their experience and knowledge into a program of training, planning and implementing the right change actions for your needs. The Change Management Toolkit is practical step-by-step guide for Project Managers, Records and Information managers and people leaders to assess, manage and implement change.
Included are Change Factory’s strategic insights as well as tactics to plan, implement and monitor your change initiative.

The Change Management Toolkit is available as a PDF download and comes with a collection of over 20 Word and Excel templates together with PowerPoint overviews that highlight each chapter of the toolkit. Content: The Change Management  Training consists of 1 training session designed to teach participants the steps and models of implementing a change management program and how they can become change management agents. Buying this training will offer you the Trainer’s Notes for this session, Training Plan, PowerPoint Presentation and Handouts for the session.
The two and a half hour training sessions address topics that are relevant to the volunteers for their particular round. The last training session focused on creating an effective marketing strategy and team building.
Change management was identified as an important training topic since the majority of clients are seeking to do things differently, whether it is improving communications, expanding, or rebranding. She discussed change management through the case study of the Rheedlen Centers for Children and Families in Harlem as well as through her own experiences with change management in various roles throughout her career. While the projects will not be finalized for a few months, the last training session provides an opportunity to examine, as a group, any outstanding aspects of a consulting project and reflect on work that has already been completed.
One of the most valuable parts of the session were the testimonies of the senior consultants who were able to speak to the group about their own experiences in past final client presentations. This provided the Training and Development team with insight into what went well, areas for improvement, and ideas and suggestions for future training sessions. Linked Training have supported and contributed to the development of this toolkit, and we encourage you to invest a few minutes to review it. It is useful for anyone involved in planning, designing, executing, and reviewing projects that impact the way people normally conduct their work. It has been developed from experience with business transformations and IT system implementations, specifically on EDRMS projects.

Often, one of Endeavour’s Advisory Committee subject matter experts will present on a specific topic and provide valuable insight and expertise.
As groups are now more than halfway through their engagements, the training session addressed preparation for the final client presentations and change management.
Judy Fantham, Head of Talent Management at the Ontario Nurses’ Association and former Endeavour Advisor and current Advisory Committee member, led a session called Managing Change on Endeavour Projects. The feedback from the consultants and engagement managers on Judy’s presentation was very positive and many felt that the session was relevant to their projects and informative. I want to thank everyone for their participation and feedback and I wish all the groups a rewarding engagement! Sometimes it’s a project, but most of the time it’s a less formal program, without budget for training and without a change manager. We know your training outcomes will be improved by following the practical advice and actions.
The training sessions are a great opportunity for consultants and engagement managers in different groups to meet one another, work together on different activities, and learn from one another’s experiences. It includes assessing the purpose for change, understanding the context for change, ensuring that all parties impacted are aligned and supportive, exploring what is in and out of scope and finally, figuring out how to involve everyone.
It also includes very comprehensive sections on communication, training and risk management.

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