Assess
- Meet with executive sponsor and senior leaders
- Develop (in collaboration with the executive sponsor) a senior leader stakeholder matrix of supporters and detractors
Strategize
- Assist executive sponsor in developing a strategy to meet the needs of the senior stakeholder matrix
- Develop and get approval for the overall OCM strategy
- Meet with senior stakeholders to execute on the plan and develop a “top-down” approach to ensure a successful project and/or OCM.

Develop
- Build a project plan that specifically meets the needs uncovered in the Asses and Strategize phases
- Build an effective communications plan for all stakeholders
Execute
- Run the OCM plan on a daily basis and ensure regular modifications based on regular feedback
- Continually check in with OCM and Implementation teams for field updates
- Regular meetings with Executive Sponsor and Senior Stakeholders
Transform
- Ensure long-term business transformation by assisting leadership change and update performance goals that focus on the necessary change