At ZenPilot, we help agencies transform the system in which they operate on a day-to-day basis - the place they find their tasks, collaborate with their team, communicate with clients, and take their notes.

Transforming a project management platform may be one of the biggest areas of change an agency goes through. It impacts the daily workflow of every individual in the organization - and their clients!

Is it easy? Nope. Is there friction? Yup! 

If you're looking to implement change at any organization, you need to be willing to embrace the pain for a period of time. Lean into this and push through, because the view on the other side is always worth it. 

After helping thousands of agencies with massive transformations, we've learned a few lessons. 

On this episode of Agency Journey, Gray joins Andrew, CoFounder at ZenPilot, to discuss how agencies can effectively manage change.

Topics discussed in the episode:

The purpose behind change at agenciesThe difficulties of change management ZenPilot's model for changeThe 6 steps for effectively managing changeGiving people a platform or channel to express their pain or frustrationsFormsSurveys1-on-1sAll-hands meetingsMaking the decisionMapping the journeySetting clear expectations and participation effortsLaunching and monitoring team adoptionOptimizing (but only system issues)Nominating and assigning an internal champion

Presenting Sponsor: ZenPilot

Check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.

ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.

So, what are you waiting for?

Go to zenpilot.com to learn more.

Resources mentioned in this episode:

Andrew Dymski's LinkedInZenPilot WebsiteGray MacKenzie's LinkedinClickUp

Free 47-page Guide to Implementing ClickUp:

This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.

We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.