Table 3.

Health Care Novel Technology Change Management (CM) Strategies Checklist

Strategy 1: Assemble project team with necessary expertise	☐ Set up a core project team. ☐ Incorporate additional team members with appropriate expertise on the basis of project phase-specific needs.
Strategy 2: Anticipate potential institutional cultural and regulatory hurdles	☐ Align team’s understanding of institutional culture and regulations regarding new technology CM. ☐ Devote effort at the beginning of project to predict possible hurdles and discuss potential preventive strategies and solutions. ☐ Procure leadership support and devise appropriate resources when navigating hurdles.
Strategy 3: Add agility to project planning and execution	☐ Summarize and review lessons learned from relevant past projects within and/or outside the institution to establish a starting point. ☐ Coordinate an agile mindset across the project team at the beginning and throughout the CM for planned and unplanned circumstances. ☐ Allocate ample time for execution.
Strategy 4: Accommodate institutional culture and regulations	☐ Orient CM efforts toward adding value to institution-specific missions. ☐ Assess level of trust toward new technology-related changes in your institution on the basis of recent past experiences. ☐ Consider creative approaches to address native CM needs.
Strategy 5. Early clinical partner buy-in and stakeholder engagement	☐ Initiate and maintain in-depth conversations with clinical leaders regarding the technology and the change underway. ☐ Persuade a few clinical leaders to be advocates of the change. ☐ Partner closely with clinical partners throughout the CM.
Strategy 6: Consistent Communication	☐ Consider tiered communication regarding the change underway: starting from among project team, to clinical leaders, and uniformly from clinical leaders to all clinical partners. ☐ Consider creating a project-specific frequently asked questions that is accessible to staff and that is updated as questions arise during the CM process. ☐ Empower new technology CM internally and externally by sharing your experience via creditable platforms (eg, professional conferences).