Planning Next Steps

It is just as important to get clear about where your team is heading on your transformation journey as it is to get clear about how you will get there. Use this tool at the end of any transformation meeting to ensure your team has a plan and is on the same page about how to turn conversation into action.

  • Suggested time: 10-15 mins
  • Materials: Pens, worksheet
  • When to use: At the end of any meeting with your transformation team


  • Print out the Next Steps worksheet for each member of your team, or recreate the categories on a whiteboard or large sheet of paper.

  • Take a couple of minutes to go through each section with your team.

  • Send a copy of your completed Next Steps worksheet to each member of your team, along with a calendar invite for your next check-in.


Solution Areas