How Lisa Charles Prepares for Big Change and How You Can, Too

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Change is inevitable. But as Lisa Charles teaches, it’s not just about managing change — it’s about becoming aligned enough that change becomes an opportunity to evolve. (Lisa is an award-winning author, speaker, and Brain-Body & Business Alignment Specialist. (Startups)) In her work, she bridges wellness, mindset, and business strategy — encouraging leaders to ground transformation in internal alignment, not just external tactics. (thewellnessuniverse.com)

Below is a reimagined guide to preparing for big changes in business, infused with Lisa Charles’ lens and supplemented with some tools you could promote via affiliate channels like FlexOffers.

1. Ground in Your Purpose & Alignment First

Why it matters

According to Lisa Charles, business transformation divorced from inner alignment often fails — because it ignores unseen limits: beliefs, stress, burnout, misalignment between body and mind. (Social Impact Heroes) She emphasizes that leaders must lead not just with strategy, but from their mission, clarity, and “inner wiring.” (Social Impact Heroes)

What to do

Revisit your “why.” Before you redesign operations, re-engage with your mission. Ask: Why are we doing this?
Mind-body diagnostics. Incorporate checks on stress, energy, and mental clarity. If your team is burnt out or overworked, pushing through change will be uphill.
Belief audits. Identify limiting beliefs or narratives that could obstruct change initiatives (e.g. “We’ve always done things this way,” “We can’t afford to experiment”).

2. Assess Current State — Through a Holistic Lens

Traditional audits (finance, operations, HR) are still critical. But Lisa’s approach layers in an assessment of human energy, resilience, and biological signals (sleep, stress, recovery).

Financial & operational audit. Track cash reserves, profitability, debt load, process bottlenecks.
Technology audit. Identify legacy systems, integration gaps, and flexibility limits.
Human & wellness audit. Survey stress levels, employee engagement, capacity for change.
Culture & mindset audit. Gauge openness to change, innovation appetite, internal narratives.

3. Shape a Change-Ready Culture, Led from the Inside Out

Lisa Charles frequently speaks of leading “with heart” — combining professional acumen with emotional authenticity and relational transparency. (Social Impact Heroes)

Key moves

Visible vulnerability. Leaders model openness about doubts, constraints, and uncertainties.
Celebrate iteration & learning. Normalize small experiments, failures, and improvements.
Embed wellness supports. Offer workshops or coaching around stress, breathwork, nutrition, and rest — to keep your people resourced for change.
Communication rituals. Use frequent, layered communication (executive briefings, team huddles, pulse surveys) to maintain alignment, clarity, and trust.

4. Strategic & Contingency Planning (With Multiple Scenarios)

Lisa’s approach emphasizes that while you soften into change, you also prepare in structured ways.

Map core change scenarios. Consider product launches, reorganizations, shifts to hybrid/remote work, regulatory changes.
For each scenario, draft response blueprints. Define required resources, timelines, roles, and fallback options.
Review and update. Set regular cadence (monthly/quarterly) to revisit and stress-test these plans.

5. Strengthen Stakeholder Ecosystems

In Lisa’s framework, change is not something done to people, but with them.

Employees. Invite input, co-create initiatives, share roadmap transparency.
Clients/customers. Keep them updated, seek feedback early, pilot new models.
Suppliers & partners. Communicate changes in advance, align expectations, build flexibility (alternative sourcing, buffer capacity).
Community & network. Use your brand mission and values to rally allies, ambassadors, and external advocates.

6. Instrument, Monitor & Adapt (Data + Intuition)

Lisa emphasizes that transformation is both art and science. You need clear metrics, yes — but also listening to energy, intuition, and systemic signals.

Define KPIs. For finance (revenue, cost), operations (cycle times, error rates), culture (retention, engagement), health (stress metrics, wellness scores).
Create feedback loops. Regular surveys, pulse check-ins, open forums, suggestion systems.
Review cycles. Monthly tactical reviews, quarterly strategic pivots, annual refreshes.
Pivot based on evidence & intuition. If a strategy isn’t working, be ready to shift course.

7. Anchor in Renewal & Rest

One of Lisa’s distinctive emphases is that rest and renewal belong at the core of sustainable change, not as afterthoughts. Overworked teams falter; rested, replenished teams adapt.

Scheduled breaks. Integrate periodic pauses, retreats, or reset days.
Micro-rest routines. Encourage meditations, breathwork, short breaks during the workday.
Boundaries & rhythms. Promote work rhythms (deep work + shallow work), protect off-hours, discourage burnout culture.

8. The Path Forward — Align, Equip, Execute

If you adopt Lisa Charles’ vantage, preparing for change is not just about plans — it’s about internal alignment, resilience, and wholeness. When leaders model coherence (mind + body + mission), change becomes less reactive and more generative.

Start now: audit your internal alignment, clarify your mission, build scaffolds (culture, plans, relationships) — and then execute with flexibility and heart.

Preparing for business change requires a systematic and well-coordinated effort across multiple dimensions. Organizations that excel in change management balance thorough preparation with agile execution. They establish strong foundations through cultural alignment, strategic planning, relationship building, and effective communication systems.

Product / Tool Suggestions

Below are several tools, books, and toolkits that can support business leaders in change initiatives.

Gusto – #1 rated HR platform for payroll, benefits, and more. With Gusto’s easy-to-use platform, you can empower your people and push your business forward. See why over 400,000 businesses choose Gusto.

Breezy HR – Bringing a Breath of Fresh HR to the recruiting SPACE. Integrate the tools you use most. From email, Slack, and your calendar to background checks, employment assessments, and HR systems, access it all right in Breezy. A delightfully easy-to-use, feature-rich hiring solution to offer your clients.

Some highlights:

Organizational Change: An Action‑Oriented Toolkit — a step-by-step toolkit for planning and implementing change in organizations.
The HR Change Toolkit — focused on the human resources angle: helping HR teams manage transitions, communications, and people strategies.
Toolkit for Organizational Change — a general change management toolkit that helps map processes, roles, and management levers.

You could also complement these with wellness / leadership content (books, courses, breathwork apps) that align with Lisa’s integrated approach.

If you like, I can fetch a set of current FlexOffers affiliate offers tied to change management, leadership, wellness, or business tools so you can insert them directly into your content. Would you like me to do that?

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