How to create a standardization plan

Learn effective strategies for creating standardization plans that drive real value, from securing buy-in and picking battles to managing transitions and maintaining standards long-term.

Key takeaways
  • Standardization requires clear rationale and benefits beyond just uniformity - there must be tangible value like cost reduction, efficiency gains, or risk mitigation

  • Get buy-in from teams by involving them early in evaluation and decision-making rather than mandating changes top-down. Let teams participate in testing and provide feedback

  • Having a “champion” who already knows the new tool/standard and can support other teams is critical for successful adoption

  • Consider timing and approach carefully - sometimes gradual transitions with incremental benefits work better than big-bang migrations

  • Balance standardization with team autonomy - not everything needs to be standardized. Focus on high-impact areas where consistency really matters

  • Plan for incomplete adoption - migrations may never reach 100%. Have strategies to handle exceptions and legacy systems

  • Document standards clearly and create paths for teams to challenge or propose changes to standards when needed

  • Consider maintenance costs and support needs - standardizing on a solution means committing resources to maintain and support it long-term

  • Watch for teams solving similar problems independently - this can signal opportunities for beneficial standardization

  • Data integrity and migration planning are critical - careful testing and validation needed when moving between tools/systems