You‘ve found this amazing new project management tool.
It’s way better than what your team is using now.
You know that this tool will make your team more productive – greater clarity, better teamwork, less frustration, and fewer delays.
But there’s a problem.
How do you convince everyone else to switch to the new app?
Especially those who love their existing project management software?
It’s Easier Than it Sounds to Convince Your Boss
Convincing people to switch will be child’s play, if you know how.
In this article, I will show you a simple three-step process to get your boss and other people on board with the new project management software.
Your boss will be willing to make the switch if he’s confident about three things:
- The new tool has indisputable advantages over the existing one
- The benefits of switching will be greater than the pain of the transition
- There are enough people who are keen to try out the new tool
This process will help you check all three boxes.
The process is based on the work of two of the world’s preeminent leadership experts:
- Dr. John Kotter – New York Times bestselling author, Harvard professor, Chairman at Kotter Intl., consultant to Fortune 500s, and considered to be the world’s leading authority on change management.
- Dr. Robert Cialdini – New York Times bestselling author, advisor to Warren Buffet, and considered to be the world’s leading expert on the science of persuasion.
Bottom line – it works!
A Feather in Your Cap
The good news is, if you succeed in getting the tool adopted, there are huge rewards in store.
The guy who introduced a project management tool that shot up the company’s productivity – that’s the sort of employee your top bosses are actively seeking to groom. This could be just the thing you need to bag that promotion!
So, let’s get to it.
Step 1: Know It
“What’s the big deal about this new tool?”
That’s the question that everyone’s going to ask. And you need to be ready with answers.
The only way to be ready is to use the tool yourself.
Going through the tool’s features pages isn’t going to cut it. You need to apply it to your own work. Here’s what you need to do.
Transfer one or two of your ongoing projects to the new tool. If you plan to use ClickUp, you can automatically import tasks from several project management tools like Asana, Todoist, Trello, Jira and more.
Use both tools simultaneously for a week or so. That experience will give you a crystal-clear picture of the advantages of using the new platform.
If ClickUp is your new choice for productivity software and project management, you can add unlimited tasks and users from the beginning and use every feature, because it’s completely free! We found that most free versions are limited by users, features, and/or tasks – we can’t get behind that business model.
Want to build an even more solid case?
Don’t do this alone. Bring in two or three people to use the new collaboration tool as a team.
Why is this important?
Shared group experience is crucial because the real test of a good project management tool is how well it improves team productivity. It’s not only a personal to-do list.
For example, ClickUp has an Assign Comments feature, which can turn a comment to a task with a couple of clicks. This feature helps tasks from being forgotten.
The only way to test this feature is by roping in another person.
Don’t expect to remember stuff!
Jot down every single advantage that you found over your existing tool on a Google doc or Evernote.
You will need these notes when you present your case to your boss.
You could also take screenshots of the two tools comparing how the new one is better in different situations.
For example, if you are planning to switch from Asana to ClickUp, keep side by side screenshots of project views in ClickUp vs. Asana. ClickUp allows you to switch between Agile and List views, but Asana does not.
After you have used this for a week, you will have enough confidence and data to back up why your company should use it.
If you aren’t managing your own team, you can skip to Step 3. Otherwise, read on…
Step 2: Build Consensus
Here’s a fact about your boss.
He or she will never make a unilateral decision on adopting a new tool.
(Unless, of course, your boss is the CEO and majority shareholder!)
Every other boss will want to make sure that there are a number of people on board with the idea. According to Dr. Cialdini, we are easily persuaded by arguments backed by ‘social proof’ or ‘consensus’ – essentially, the wisdom of the masses.
Besides, your boss will also need at least a cursory sign off from his/her superior.
Therefore, don’t go to your boss alone.
Get a few influencers in the company to support your idea. They could be colleagues who manage teams of their own, or top performers who might not be managers, but are well-respected in the company.
Begin by gaining the support of 3 to 4 influencers who are frustrated with the existing tool. Go to these folks and show them the new software. They will be delighted when you demonstrate your experiences with it and the advantages you‘ve found.
Don’t just stop there.
Also go to people who are sort of “ok” with the existing tool. Ask them what they think about the new software. What do they like/ dislike? What reservations would they have about the new tool?
Only when you know what people’s objections are, will you be able to respond to them.
Many of them will be excited by the new software. And several people will be glad that you spoke to them. Even if they don’t actively support you, they won’t get in your way either!
Step 3: Present your Idea
If you want your boss to make the switch, you need to make it easy for him to take a decision. Try to prepare a presentation that makes the new software look like a no-brainer with all of the advantages of having project management software and productivity software.
Here’s what you need to cover in your presentation.
Have a group meeting
Rather than go alone, take a few people with you to a meeting with your boss. They should be the managers and influencers who you spoke to in Step 2.
Explain the limitations of the existing tool and all potential impacts of those limitations. For instance, if project delays are commonplace in your company, show how your team became x% more productive by using the new tool.
Talk about ROI
If your new tool is less expensive than the existing one, than this part should be easy. If not, highlight how the productivity gains will easily make up for the extra that you will pay.
ClickUp, for example, has a forever free version with all features. No ROI debate there!
Don’t ask for the tool to get adopted across every single team. Rather, propose to start using it in just the 3-4 teams who have already said that they want to try it out (In step 2).
This is one of the greatest reasons why companies hang on to outdated tools. The prospect of learning a new software is naturally intimidating and the process of moving projects to a new tool can be exhausting.
Make sure you explain how these two factors will not get in the way.
For example, if you use a tool like ClickUp, you can automatically import projects and tasks from several tools such as Asana, Jira, etc. And there are several helpful videos that make every feature extremely easy to understand.
At ClickUp, our customer success team will also help you set up the tool, transfer your projects and show you how to use it.
Can anything be easier?!
Go For It!
Follow these tried and tested steps and you will have your colleagues convinced about the tool in no time! And getting a new project management tool adopted will be a fantastic addition to your resume.
All of these benefits begin with trying out the tool yourself. Sign up for a webinar or a free demo of ClickUp!