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ACCA Strategic Professional · Strategic Business Leader · Finance transformation

Brindle plc is moving its finance function from manual spreadsheets to an automated cloud ERP. Lewin's change model is used. During which stage should the finance director run training, pilot the new reconciliation process and explain the benefits to staff?

These activities belong to the changing or moving stage. Training and piloting are how staff learn and try new processes. Unfreezing prepares people for change beforehand, refreezing embeds it afterwards, and force field analysis is a separate analytical tool rather than a stage of Lewin's model.

  1. AUnfreezing, because training removes the old way
  2. BChanging (moving), because new behaviours and processes are being learned and triedCorrect
  3. CRefreezing, because the new system must be embedded
  4. DForce field analysis, because it is the third stage of Lewin's model

Explanation

In Lewin's model, unfreezing creates readiness, changing (moving) is where new processes are learned and implemented, and refreezing embeds them. Training and piloting are activities of the moving stage. Force field analysis is a separate tool, not a stage.

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