Applying the 2X4 method is usually the surest way to cause a system to fail.

Generally, it is best to enlist the support of the employees by meeting with them to say "this is the problem.... here is what has been suggested as a solution... what are your comments and do you have a better solution or another approach?"  In this way, you are getting their ideas/comments and they most often feel that they have had something to do with the solution.  It then becomes theirs.  When it is theirs, they will work their buns off to make it work.

Remember, if an employee does not want to allow something to work, there are all kinds of devious ways to ensure its failure, at which time, they can say "I told you so!"

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]]On
Behalf Of White, Bruce
Sent: Wednesday, February 15, 2006 11:03 AM
To: [log in to unmask]
Subject: Re: End user transition into electronic records- accessing
document images


Yvonne Harris said:
>I'm looking for your expertise to assist me in getting through this
>transition: from the hard copy paper to the electronic version. Any
>training information, manuals or common language on change management. How
>to break the old habits? How to turn the negative, scared and threaten
>perspective into a positive and more efficient process?
I'm looking at this same scenario with my company as we transition to an
ECM; do we use the carrot or the stick.  The original thought was to use the
carrot tactic by involving employees in the process, showing them the
benefits, etc.  But sooner or later the 2X4 approach must be taken; only one
option, they either use the images or else.  Although this isn't always the
best method, sometimes it is the only one that works.   

I'd suggest a reaffirmation by your management that all employees will use
electronic images, set a date when the transition will take effect and then
start denying access to the paper documents after that point in time.  You
might want to have your auditors involved to ensure compliance.  Good luck.

As one our distinguished (yea, right) colleagues on this listserve use to
say "I hate paper."

Bruce L. White, MBA, CRM, PMP


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