S3 EP11: Your Master Plan for Organizational Change

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Aug 24 2021 • 8 mins

Welcome back to this season as we talk about change management and cheese! Kerry Peters and Kim Congleton share the particulars and best practices we do here at New View Strategies to get your organization poised for growth and finally execute that master plan!

Key points covered in this episode:

✔️ At New View Strategies, we value communication as crucial in working towards the same goal. The secret to our success is maximizing the tools and staying focused on the essential things; instead of doing ten other things. As long as we focus on those goals, we hit the bigger goals.

✔️ Setting up goals in a one, three, five, and a ten-year plan is instrumental in helping you stay focused on what's essential to reach your goals.

✔️ Revisiting as a business ritual is a big deal. Establishing weekly and quarterly communications about what's happening and what people are accomplishing makes a difference in making incremental progress. Ensure that you get everybody in the know; people involved in the project from top management to the bottom line, understand and execute their crucial roles.

✔️ Stay focused on your goals by identifying what's truly important to your organization. For us, it's our people, tools, and technology. Setting up the process and identifying short-and long-term plans allows us to track our progress in increments and support that goal until its completion.

✔️ Flexibility is having a plan but adapting to surprises. The pandemic brought us immense challenges and also breakthrough opportunities. The goal-setting process in the short and long term keeps us on track with exactly what we're doing while still allowing us to be flexible with whatever is coming our way.

About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

Let the experts help you tap into the true power of your BC / NAV system.

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/