The secret to effective and supported change is... there is no secret! It's a plan. It's a set of steps to unfold what used to be the way, and fold into what will be next. Believe it or not, regardless of the kind of change your team is undertaking, the path to get there is similar. In this session, we will walk through the playbook together, how it started, anecdotes about where it was tested with bumps and applied with success, and how you can use it as a framework the next time your team undergoes a change. From re-orgs to system change, fast growth to leadership change, this playbook will lay out strategies for messaging, communication, engagement, enablement, and support. It will outline different reactions and how to deal with them, different scenarios and how to approach them, and ways to keep leadership involved. Join Kate Nimety, President of Management Consulting at Zuri Group, for a workshop that will provide you with a toolkit for the next change that's around your corner!

Amid rapid growth in data complexity and technology advancement, many organizations still struggle to manage, understand, and measurably improve their legacy and evolving data ecosystems. In this hands-on data lab, you will learn how to build flexible data enrichment models, reusable tools and repeatable processes to 1) establish a constituent data integrity index/baseline 2) explore, visualize and measure constituent data integrity 3) identify and prioritize opportunities to improve your overall data quality in systematic and sustainable ways towards insights, equity and efficiency.

Discover the valuable insights gained from Johns Hopkins University and Medical Center, who have successfully completed their CRM implementation, Texas Tech Foundation, currently in the midst of implementation, and UC Berkeley, actively planning their CRM implementation. Join us to unravel the mysteries and challenges that marked the critical initial months of these projects. Come prepared with your inquiries, and gain a firsthand understanding of their experiences and strategies for ensuring success. Learn about the unexpected discoveries that emerged at the outset and the key focal points as each project progresses.