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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.
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Standardization requires clear rationale and benefits beyond just uniformity - there must be tangible value like cost reduction, efficiency gains, or risk mitigation
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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
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Having a “champion” who already knows the new tool/standard and can support other teams is critical for successful adoption
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Consider timing and approach carefully - sometimes gradual transitions with incremental benefits work better than big-bang migrations
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Balance standardization with team autonomy - not everything needs to be standardized. Focus on high-impact areas where consistency really matters
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Plan for incomplete adoption - migrations may never reach 100%. Have strategies to handle exceptions and legacy systems
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Document standards clearly and create paths for teams to challenge or propose changes to standards when needed
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Consider maintenance costs and support needs - standardizing on a solution means committing resources to maintain and support it long-term
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Watch for teams solving similar problems independently - this can signal opportunities for beneficial standardization
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Data integrity and migration planning are critical - careful testing and validation needed when moving between tools/systems