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CHANGE MANAGEMENT



        CU Auto Lending Services
OBJECTIVES

   Differentiate between change and transition
   Discover how you respond to change
   Understand the three stages of transition
   Develop techniques to communicate change
CHANGE AND TRANSITION

   Change
    –   An occurrence that produces a reaction
    –   It can be abrupt or situational
   Transition
    –   Psychological process you work through to come
        to terms with a change
CHANGE AND TRANSITION

   Difference between Change and Transition
    –   Change is situational. It is something different: a
        new boss, a new policy, a new procedure
    –   Change requires you to make transitions
    –   Transition is the process you go through that
        often creates anxiety, fear and stress
    –   Everyone going through change experiences the
        stages of transition
STAGES OF TRANSITION

   Stage One: Letting Go
    –   The more important something is to you, the more
        you want to hold on to it
    –   You believe you can’t move on from the way it
        used to be or the way you think it should be
    –   You may lash out as a reaction to defend what
        they don’t want to change
    –   You may demonstrate anger, sadness,
        depression and defensiveness
STAGES OF TRANSITION

   Stage Two: Neutral Zone
    –   You realize you need to let go of the way it used
        to be
    –   It can be uncomfortable because you realize
        change is happening and it is out of your control
    –   It is like swinging on a tightrope
    –   Behaviors demonstrated may be that of fear,
        anxiety, concern and victimization
    –   Lots of mistakes can be made during this stage
STAGES OF TRANSITION

   Stage Three: New Beginnings
    –   Look at change as an opportunity rather than a
        loss
    –   Realize various possibilities of accepting change
    –   See opportunities and benefits and take action to
        make them happen
    –   Behavior demonstrated is expected to be a
        positive attitude with co-operation
    –   New beginnings can only take place when you
        are ready to make an emotional commitment to
        do things differently
STAGES OF TRANSITION

   What actions can you take to move from “Letting Go”
    to “Neutral Zone”?
   What actions con you take to move from “Neutral
    Zone” to New Beginnings”?
   How can you thrive during Transition?
   How can you go through the 3 stages faster?
ACCEPTING CHANGE

   You are responsible for accepting change
   Change is simply acknowledging and accepting what
    the new situation is
   Accepting change involves the process of transition
SUMMARY

   Change is constantly happening
   Change benefits your Dealership
   Move to “New Beginnings” quickly
   You can choose to jump on board or
   You can watch the bus leave without you
    DON’T BE LEFT BEHIND. YOU ARE IN A
    CONTINUALLY EVOLVING PROCESS
CONTACT INFORMATION

       Frank Mercer, CEO
     CU Auto Lending Services
        6609 Convoy Court
      San Diego, CA 92111
         (O) 858-874-6748
         (C) 619-890-2444
       fmercer@cuals.com

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Change Management

  • 1. CHANGE MANAGEMENT CU Auto Lending Services
  • 2. OBJECTIVES  Differentiate between change and transition  Discover how you respond to change  Understand the three stages of transition  Develop techniques to communicate change
  • 3. CHANGE AND TRANSITION  Change – An occurrence that produces a reaction – It can be abrupt or situational  Transition – Psychological process you work through to come to terms with a change
  • 4. CHANGE AND TRANSITION  Difference between Change and Transition – Change is situational. It is something different: a new boss, a new policy, a new procedure – Change requires you to make transitions – Transition is the process you go through that often creates anxiety, fear and stress – Everyone going through change experiences the stages of transition
  • 5. STAGES OF TRANSITION  Stage One: Letting Go – The more important something is to you, the more you want to hold on to it – You believe you can’t move on from the way it used to be or the way you think it should be – You may lash out as a reaction to defend what they don’t want to change – You may demonstrate anger, sadness, depression and defensiveness
  • 6. STAGES OF TRANSITION  Stage Two: Neutral Zone – You realize you need to let go of the way it used to be – It can be uncomfortable because you realize change is happening and it is out of your control – It is like swinging on a tightrope – Behaviors demonstrated may be that of fear, anxiety, concern and victimization – Lots of mistakes can be made during this stage
  • 7. STAGES OF TRANSITION  Stage Three: New Beginnings – Look at change as an opportunity rather than a loss – Realize various possibilities of accepting change – See opportunities and benefits and take action to make them happen – Behavior demonstrated is expected to be a positive attitude with co-operation – New beginnings can only take place when you are ready to make an emotional commitment to do things differently
  • 8. STAGES OF TRANSITION  What actions can you take to move from “Letting Go” to “Neutral Zone”?  What actions con you take to move from “Neutral Zone” to New Beginnings”?  How can you thrive during Transition?  How can you go through the 3 stages faster?
  • 9. ACCEPTING CHANGE  You are responsible for accepting change  Change is simply acknowledging and accepting what the new situation is  Accepting change involves the process of transition
  • 10. SUMMARY  Change is constantly happening  Change benefits your Dealership  Move to “New Beginnings” quickly  You can choose to jump on board or  You can watch the bus leave without you DON’T BE LEFT BEHIND. YOU ARE IN A CONTINUALLY EVOLVING PROCESS
  • 11. CONTACT INFORMATION Frank Mercer, CEO CU Auto Lending Services 6609 Convoy Court San Diego, CA 92111 (O) 858-874-6748 (C) 619-890-2444 fmercer@cuals.com