Free Resources
Free tools to help you move change forward.
OCM-in-10 Steps and other useful resources
Worksheets, guides, and supplemental materials to support you as you lead people through a change. Designed for change makers at any experience level or change complexity. No email required unless indicated.
Flagship Workbook
OCM-in-10 Steps
This workbook walks you through leading a change from first idea to closeout, one worksheet at a time. Email required to download.
The tool is built with some interactive Word features, so it will look and work best opened in Microsoft Word rather than a browser preview. No word? Try Word for the web. It’s free.
WOrksheet-Science of Change
NEW! Wheel of Feelings
Use the Wheel of Feelings to get precise about what feelings come up in sticky situations. Works for individuals and teams.
Worksheet – Coaching Tool
NEW! Four Stories to Find Purpose
For individuals who are feeling out alignment with their purpose. Great for teams working on a value promise.
Worksheet – Coaching Tool
NEW! Wheel of Values
Use the Wheel of Values to assess how engaged individuals, teams, and organizations are with their values.
MOVE Framework Tools
WorkSheet – Strengths
Use Your Strengths to Get Unstuck
When change stalls you don’t need a different plan when you have super powers you haven’t explored. This worksheet explores your “doing” and “being” strengths and helps you apply them to what’s stuck.
WOrksheet – Systems
What’s the System Protecting?
Every organization is perfectly designed for the results it’s getting. When change stalls, something in the system is may be protecting a way of working, a relationship, or a belief. Use this worksheet to look at your change through system layers and name what you find to make a move.
Resources – Systems
The Systems Lens: Resources to Learn More about Systems
A list of recommended resources to help you learn more about organization systems. Includes books, articles, and videos.
Want more like this?
If this was useful, in “Moves From the Middle”, I write regularly about change, systems, and the people doing the work of making change happen. You’re welcome to subscribe—no obligation, just an open door.