develop, Implement and achieve results from your
own change management plans!


What is
Change Management Fundamentals™?

Change Management Fundamentals™ (CMF) is my proven complete step-by-step system designed to take you by the hand (as in step 1, step 2, step 3) and build deep skills in developing, implementing & achieving results from your own change management plans.

No ambiguity or confusion. Literally step-by-step nothing is left out.

CMF™ is a 12 module step-by-step digital course that walks you through exactly how to develop and implement change management strategies that help your organizations and clients get the intended revenue outcomes they desire.

  • Login 24/7 (all digital and downloadable)
  • Literally step-by-step.  Practical and tactical.
  • And you have a community of customers going along with you to help support you and network with you.

By the end of this learning course, you will be able to lead teams facing change through a practical process that achieves their desired results – all in a manner that fits your schedule and does not require hiring or educating an outside consultant on your business!

Here’s what you get

Change Management Fundamentals™ includes INSTANT ACCESS to:

  • 12 Comprehensive Step-By-Step Modules
  • 17 Customizable Tools and Templates
  • 4 Exclusive Bonuses
  • Inclusion in a personal community of Change Management Implementers

As soon as you enroll, you get immediate access (via user name and password) to all Change Management Fundamentals™ learning modules, all tools and templates, all bonuses and the CMF™ private Facebook group.

  • Lifetime access and login 24/7 (all digital and downloadable so you can begin to access the content, download the course and take it with you on the go)
  • Content is available in video (MOV), audio (MP3) and slides (PDF)
  • 30 day, 100% money back guarantee

Change Management Fundamentals™ is DIFFERENT than other courses!

    • Gives you the deep “essentials”.  The essential change tools and processes that you need….like “How to Conduct a Stakeholder Analysis” or “How Create a Communication Plan” or “How to Manage Resistance”.
    • Practical and tactical. Not a bunch of conceptual theories that you can’t figure out how to practically use.  You’ll be able to immediately apply what you learn.
    • Walks you through EVERY phase of the change process. Step-by-step…..developing, implementing and reinforcing.
    • Not a “drip fed” learning experience. No waiting for the next set of materials to be provided….or the next learning session to be offered….or the next face-to-face session to be conducted at some fancy resort.  Learn at your own pace and at your own convenience. Learn today, implement tomorrow!
    • Taught by a “veteran” change practitioner. I “tell all” the war stories from over 30 years of implementing change across the world. I’ll you give tips and tricks so that you can avoid making all those “rookie mistakes” that I made.
    • A personal learning cohort. The CMF™ private Facebook group has like-minded learners at all different stages of the CMF™ process to provide you inspiration and accountability. With spot coaching from me!

here’s what you’ll learn

MOD 1: About Change Management
  • What change management is
  • Why it’s done and when it should be done
  • The required conditions that must exist for success
  • The characteristics of an effective change practitioner
  • The PEER™ Change Management Model
Mod 2: Change Purposes and Scope of Impact (Part 1)

How to:

  • Connect the change purpose to your business case
  • Clarify your “North Star” and end state vision
  • Define your change success metrics and measurement activities
  • Initially estimate the change impact scope
  • Begin the Stakeholder Impact Analysis development
Mod 3: Telling the "Why" Story

How to:

  • Construct and communicate a compelling change story that creates engagement and adoption
  • Implement the step-by-step process to write and communicate your story using the “Tell the Why Story” template and Communication Type Matrix
  • Initiate development of your Communication Plan Template


Mod 4: Change Purposes and Scope of Impact (Part 2)

How to:

  • Conduct comprehensive data gathering sessions with key stakeholders to identify the specific People, Process and Technology impacts using the Stakeholder Impact Analysis, Data Collection Methods Matrix,  Business Readiness Assessment Template and the Question Tip Sheet
  • Consolidate, categorize and prioritize the collected data
Mod 5: Building and Launching Sponsorship and Change Management Teams

How to:

  • Leverage the Sponsorship and Change Management teams to make your change “stick”
  • Outline the success traits of a strong Sponsorship and Change Management team
  • Implement the step-by-step processes to select and launch your Sponsor and Change Management Teams
Mod 6: Resistance Planning

How to:

  • Leverage your knowledge of why people resist change and the importance of managing it
  • Recognize what resistance looks like when its happening (different than you think)
  • Utilize the do’s and don’ts to establish your resistance plan using the Resistance Planning Worksheet
Mod 7: Sponsor Roadmaps and Establishing the Change Network

How to:

  • Leverage the key roles of your Sponsorship and Change Agent Networks
  • Ensure visible and active Sponsors and Change Agent Networks during your change
  • Implement valuable Sponsor Roadmaps using the Sponsor Roadmap Worksheet 
  • Establish, prepare, launch and support your Change Agent Network using the Change Agent Candidate Selection Criteria Worksheet


Mod 8: Communication Planning

How to:

  • Identify how communications influence the success of your change management initiative
  • Implement a robust, “two-pronged approach” communication plan that addresses all audience levels utilizing communication best practices and attributes
  • Implement the step-by-step process to develop your communication plan using the Communication Plan Worksheet


Mod 9: Leader/Managing Coaching

How to:

  • Successfully leverage the complex roles of your leader/managers to influence your change implementation success
  • Implement the step-by-step process to prepare and coach your leader/managers in leading others through change using the Leader/Manager Readiness Self Assessment and the Leader/Manager Preparation Worksheet


Mod 10: Training Planning

How to:

  • Formulate and implement an effective change training plan that addresses required skill building and behavior changes to realize change outcomes
  • Implement the step-by-step process to analyze data gathered, prioritize training delivery timing, processes and delivery methods utilizing the Training Plan Worksheet
Mod 11: Evaluating the Change Management Effectiveness

How to:

  • Describe the importance and purposes for reviewing the effectiveness of your change management plan
  • Outline the timelines for conducting your evaluation
  • Implement the step-by-step process to evaluate the success of your change management activities and develop the required corrective action plans to fill the gaps
Mod 12: Reinforcing the Change

How to:

  • Leverage various methods to reinforce and sustain your change implementation
  • Identify and implement corrective action plans
  • Implement the step-by-step process to transition your change implementation to business as usual operations

“The course is a fantastic for any level of change practitioner! Whether you’ve just been tasked with a change initiative at work or have decades of experience under your belt, you will get something out of this course! Tricia insights from her 30 years experience in organizational change management are presented in a well-thought out, logical and extremely easy to follow manner. The graphics are great. The slides are well-crafted and very informative. My bag of “go to” change management tools has been bolstered! The best part? It’s self-paced and I am learning at my own speed! Binge-watching is recommended!. Given the level of instruction, resources and price point, this course is ideal! ”
Melissa Sims
Chief Human Resource Officer, National Park Service

“Anyone who is serious about implementing change should look no further than Tricia! I had the pleasure of having Tricia support myself and my team over an extended period of time during an important organizational restructuring process. Her insights and candor allowed us to move ourselves forward in positive ways to meet our objectives. I would not hesitate to have her work with us again!”
Karen Thomas
former CIO MainLine Health Care, retired

“She provided us with an intense leadership program that is still being used around the world in our organization. This clearly demonstrates Tricia’s ability to include the global perspective and provide long term solutions.”
Alex Bedford
Leader Learning and Development, Global Software Firm

and there’s more !!!


Bonus 1The CMF™ Implementation Plan Checklist

  • The ultimate, simple solution to avoiding oversights as you develop, implement and achieve results from your own change management plan.
  • Keeps you organized and on track
  • PDF Download

bonus 2: the cmf™ toolkit REFERENCE GUIDE

  • The complete reference guide containing all the CMF templates and tools in one handy spot
  • Copy them, customize them, learn from them
  • PDF Download

Bonus 3: The CMF™ resource guide of awesome

  • My top recommendations of change resources to keep you smarter, up-to-date and connected to the top change thought leaders of today
  • PDF Download

bonus 4: Change management prIVATE facebook group

  • Networking, support, feedback, coaching, etc.  Get your questions answered and get great feedback from this learning community.
  • There are a lot of ineffective FB groups out there – this isn’t one of them!  Leverage all the bright minds that are a part of this one!


Who is
Change Management Fundamentals™ for?

If you are a committed beginner starting from scratch and are ready to implement change management plans that get you results and not waste years of money trying to figure it out on your own, this course is for you!


If you are in a role that requires you to influence/support change and you have limited knowledge of the processes and steps of how to do this, this course is for you!


If you are an Emerging Leader,  Human Resources Professional, Project Manager, Operations Manager, Information Technologist, Product Owner, Business Analysts or anyone who depends upon key stakeholders adopting and utilizing changing mission critical business processes and technologies to reach the intended business results, this course is for you!


If you are a leader who is about to roll-out a mission critical initiative and doesn’t have anyone with the right change management skills inside your organization to help you implement it, this course is for you!


If you have tried developing and implementing change management plans before but it didn’t go so well (or you want to do even better!) and you are looking to improve your process, this course is for you!


If you are an individual who is looking to expand their organizational change management skill sets, abilities or service offerings, this course is for you!

Change Management Fundamentals™ is the complete, proven, step-by-step A-to-Z system to develop, implement, and achieve results from change management plans.

About Me

Ever since I was a young girl, I’ve been fascinated with people and what makes them tick.

If you are in a conversation with me, you’ll notice I ask a lot of questions because I love to find out all about you.

“What’s your story?” “What are your interests?”  “Your thoughts?” “Your feelings?”

This curiosity has led me to travel and work all over the world.

Meeting all kinds of people…in all different roles….in all kinds of businesses.

And one thing I know that I know!

Us humans?  We ALL desire to be seen.  To be heard and to know that we are valued!

And when change initiatives are implemented well, the above can occur.

But I’ve seen more than my fair share of businesses implement change initiatives that have had the exact opposite impact.

The shut down of creativity.

The confusion that comes with lack of a clear “why”.

The overwhelm of too much change and not enough support.

The lack of involving those that need to carry out the change in the planning processes.

Implementing change this way is probably not intentional on anyone’s part.

Rather, it’s about the lack of knowing how to do it well.

And at the rate of change that we are all experiencing in today’s work environments, learning how to navigate and manage change can’t happen fast enough!

Change is about creating new things and I love creating!

And I have a passion for helping others to learn how to make change work.

For themselves and the businesses that they are committed to.

And most of all….

I want to be able to help to create work environments where people feel they have a voice.

I want to help make you successful so that you can help make your businesses successful!

Now….you can always read more about my work experiences and credentials on my Transformation Strategies website at

But let me leave you with this thought…

“I want my clients to feel they have a person they can trust to help lead and guide them on their change journey…and be a confidant along the way.”

I’m so excited to be able to share my experiences, my tips and best practices with you on this learning journey!

I welcome you to come along for the ride with me!


Well…you could try and figure it out all on your own and spend thousands of dollars (and a TON of time) OR you can take advantage of everything I’ve learned over the past thirty years and have built into this online course for you!

And you will get full access to the program right away. All modules.  All downloads. All bonuses.

The choice is yours!   Register below to be included in our next offering!


Change Management Fundamentals comes with a 30-day, 100% money back guarantee. I pride myself on high quality programs that actually work.  Meaning if you do what I teach you, good things happen. If you don’t do it, nothing good happens.

Shocking, right? 

If within 30 days, you are unhappy for whatever reason just email our customer support and you will receive a full refund. I stand behind Change Management Fundamentals 100%.



F.A.Q’s & Fun Facts

Do I get access to everything all at once or do I have to wait?

  • Yes. Upon enrollment, you get access to all material, all templates and tools, all videos, all slides and all audio files.

What exactly do I get with the course?

  • Upon enrollment, you get INSTANT ACCESS to 12 Comprehensive Step-By-Step Modules, 17 Customizable Tools and Templates, 4 Exclusive Bonuses and A PRIVATE Facebook Community of Change Management Professionals to help support you in your learning journey.

Can I download the videos and all the other great stuff?

  • Absolutely!  All videos, pdfs, audio files, slide decks and bonus material is all downloadable and yours to keep.

Do I get lifetime access?

  • You bet!  You will always have access to all materials as well as getting the latest updates.

How is Change Management Fundamentals different than other change management courses available?

  • Change Management Fundamentals is different because it gives you the essential skills to get you to be able to implement your change plans immediately. It is practical and tactical.  Not loads of theory with no real way to be able to apply what you’ve learned.  The step-by-step procedures walk you through every part of the process – it’s like I’m sitting on your shoulder the whole way through.  AND you get INSTANT access to all materials so you don’t have to wait for anything!  Learn at your own pace whenever you want to – no waiting.  AND you get the benefit of learning from a seasoned change practitioner who has been doing this work for over 30 years.  I’ll provide you the all the “watch out for this”‘ information so you don’t make the same mistakes I did!

Is this course right for me?  Meaning, will it "work" for me?

  • Yes it will! It is  intentionally designed to provide you the practical tools and step-by-step processes that will allow you to use it immediately.  You can learn today, start using tomorrow!

Is Change Management Fundamentals really step-by-step?

  • Yes!  You get the step-by-step process (Step 1, Step 2, Step 3, etc.) so that you can immediately implement what you have learned.  I take you by the hand on your learning journey.  You will feel like I am there with you!

How long does it take to get through the course?

  • If you were learning all this in a face to face session, it’s equivalent to 10 days worth of training and months and months of actual practice.However, the amount of time it will take you get through the course depends on your own learning style and speed.  The beauty of this is that you can learn at your own pace!

What if I buy and want a refund?  What's the policy?

  • Change Management Fundamentals comes with a 30-day 100% money back guarantee.  I pride myself on high quality programs that actually work….if you put the work in.  Meaning, if you do what I teach you, good things will happen for you.

If have a question, who should I ask?

  • The CMF Private Facebook group is a great place to start!  That’s the intended purpose of the group!  And you can always contact us directly!