a structured approach to change management€¦ · to us, change management is fully preparing our...
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1Prosci © 2008
A Structured Approach to Change
Management
Prosciwww.change-management.com
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2Prosci © 2008
2007 Copyright Prosci and Bill Cigliano
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3Prosci © 2008
Agenda
• Foundation– Defining change management – Prosci Project Change Triangle (PCT)– Change as a process
• Two perspectives required for change management– Individual– Organizational
• Roles in change management
• Sneak peek: Change Portfolio Management
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4Prosci © 2008
Change management is: Notes from the AIMC Affinity call
on March 28th
To us, change management is fully preparing our internal customers to adopt and embrace new IT products, services, and processes –through training, communication, and marketing.
Change Management is a body of knowledge, with associated processes and tools, that enables organizations to better achieve desired sustainable results from change initiatives through improved engagement with stakeholders.
Change Management is a set of planned actions that increase the probability of success of implementation (beyond just people issues). The 3 keys to success are: see the change, move the change, and finish the change.
Change Management is a process to accelerate and align the system to move from the current to desired state.
CM is a structured and strategic approach to initiating the change process and team/individual behavior associated with change - To minimize the impact and maximize the benefits.
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5Prosci © 2008
Change management is:
• Change management is NOT:
The process, tools and techniques to manage the people-side of change to
achieve the required business outcome.
Version control for IT hardware and software Equal to
communications
Just managing resistanceGroup therapy
sessions
Just training people
An umbrella term that covers everything related to making change
The soft stuff that isn’t my job!
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6Prosci © 2008
Change management and Project management
• Complimentary disciplines with a common goal:
Improving the organizationGetting to a desired future state
Project management
Change management
Focus:Technical side of moving from current state to future state Solution is designed, developed and delivered effectively
Focus:People side of moving from current state to future state Solution is embraced, adopted and utilized effectively
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7Prosci © 2008
Current Transition FutureCurrent Transition Future
Change management
Project management
Process:
• Initiation• Planning• Executing• Monitoring/controlling• Closing
Process:
Organizational:• Preparing for change• Managing change• Reinforcing changeIndividual:• ADKAR
Tools:
• Statement of work• Project charter• Business case • Work breakdown structure• Budget estimations• Resource allocation• Schedule and tracking
Tools:
• Individual change model• Readiness assessment • Communication plans • Sponsorship roadmaps• Coaching plans• Training plans• Resistance management • Reinforcement
Both have processes and tools
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8Prosci © 2008
Three elements of successful projects
What is your PCT score?
Prosci’s PCT Model Project Change Triangle
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9Prosci © 2008
1. The change has an executive sponsor.
2. The executive sponsor has the necessary authority over the people, processes and systems to authorize and fund the change.
3. The executive sponsor is willing and able to build a sponsorship coalition for the change, and is able to manage resistance from other managers and supervisors.
4. The executive sponsor will actively and visibly participate with the project team throughout the entire project.
5. The executive sponsor will resolve issues and make decisions relating to the project schedule, scope and resources.
6. The executive sponsor can build awareness of the need for the change (why the change is happening) directly with employees.
7. The organization has a clearly defined vision and strategy.
8. This change is aligned with the strategy and vision for the organization.
9. Priorities have been set and communicated regarding this change and other competing initiatives.
10. The sponsor will visibly reinforce the change and celebrate successes with the team and the organization.
Score: (total possible is 30)
1. The change is clearly defined including what the change will look like and who is impacted by the change.
2. The project has a clearly defined scope.
3. The project has specific objectives that define success.
4. Project milestones have been identified and a project schedule has been created.
5. A project manager has been assigned to manage the project resources and tasks.
6. A work breakdown structure has been completed and deliverables have been identified.
7. Resources for the project team have been identified and acquired based on the work breakdown structure.
8. Periodic meeting are conducted with the project team to track progress and resolve issues.
9. The executive sponsor is readily available to work on issues that impact dates, scope or resources.
10. The project plan has been integrated with the change management plan.
Score: (total possible is 30)
Leadership and sponsorship
Project management
Key:3 = exceptional2 = adequate1 = inadequate
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10Prosci © 2008
1. A structured change management approach is being applied to the project.
2. An assessment of the change and its impact on the organization has been completed.
3. An assessment of the organization's readiness for change has been completed.
4. Anticipated areas of resistance have been identified and special tactics have been developed.
5. A change management strategy including the necessary sponsorship model and change management team model has been created.
6. Change management team members have been identified and trained.
7. An assessment of the strength of the sponsorship coalition has been conducted.
8. Change management plans including communications, sponsorship, coaching, training and resistance management have been created.
9. Feedback processes have been established to gather information from employees to determine how effectively the change is being adopted.
10. Resistance to change is managed effectively and change successes are celebrated, both in private and in public.
Score: (total possible is 30)
Change management
Score interpretation:
Leadership: _______
Project management: _______
Change management: _______
Score (out of 30)
Key:3 = exceptional2 = adequate1 = inadequate
< 20 High risk / jeopardy - needs immediate action
20 – 24 Alert / possible risk - needs further investigation
> 25 Strength - should be leveraged and maintained
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11Prosci © 2008
What does your PCT score mean?
0
10
20
30
Leadership /Sponsorship
ChangeManagement
ProjectManagement
Prosci PCT Profile
Profile level analysis:Plot your scores on the radar graph. The shape of your triangle provides insights into the health of the project.
Profile level analysis:Plot your scores on the radar graph. The shape of your triangle provides insights into the health of the project.
Question level analysis:Which questions scored a ‘1’ in the assessment. Each of the questions dictate specific actions that should be taken to improve the health of the project.
Question level analysis:Which questions scored a ‘1’ in the assessment. Each of the questions dictate specific actions that should be taken to improve the health of the project.
Questions that scored a ‘1’:
_________________________ _________________________ _________________________ _________________________ _________________________ _________________________ _________________________
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12Prosci © 2008
0
10
20
30
Leadership /Sponsorship
ChangeManagement
ProjectManagement
Prosci PCT Profile
0
10
20
30
Leadership /Sponsorship
ChangeManagement
ProjectManagement
Prosci PCT Profile
0
10
20
30
Leadership /Sponsorship
ChangeManagement
ProjectManagement
Prosci PCT Profile
0
10
20
30
Leadership /Sponsorship
ChangeManagement
ProjectManagement
Prosci PCT Profile
0
10
20
30
Leadership /Sponsorship
ChangeManagement
ProjectManagement
Prosci PCT Profile
0
10
20
30
Leadership /Sponsorship
ChangeManagement
ProjectManagement
Prosci PCT Profile
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13Prosci © 2008
Adding the executive role
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14Prosci © 2008
A few more advanced applications
Single userWith a group
Over timeAcross the
organizationProject launch
Pre-implementation
Post-implementation
Investment vs risk analysis
6.8
4.4 5.1
1.8
3.9
3.5
0
1
2
3
4
5
6
7
8
9
10
0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 8.0
Total investment in millons
Risk factor
Highestrisk
Lowestrisk
© Prosci 2007
Delta
Zeta
Epsilon
Beta
Gamma
Alpha
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15Prosci © 2008
Change as a process
Time
Where you are today
Where you want to be
Process of change
Current Transition Future
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16Prosci © 2008
The power of the current state
• The current state defines who we are.
• The current state is where we have been successful.
• The current state is comfortable.
• The current state is predictable.
• Our current personal and professional plans are based on the current state.
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17Prosci © 2008
The uncertainty of the future state
• The future state is not fully defined.
• The future state is worrisome.
• The future state may not match my personal and professional goals.
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18Prosci © 2008
“If you want to make enemies, try to change
something.”
- Woodrow Wilson
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19Prosci © 2008
The transition state is:
• Messy
• Disorganized
• Less productive
• Emotionally charged
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20Prosci © 2008
Who “lives” in each state of change
• Who in the organization lives in the:– Future state?– Transition state?– Current state?
• What are the implications on our actions and what we talk about?
Current Transition Future
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21Prosci © 2008
States of change: Two levels
Current Transition Future
Ad hoc processes Documented and managed processes
Old operating model New operating model
Generalists in the call center Specialists in the call center
No web interface for suppliers Supplier website integrated into supply chain
Two different companies Merged organization
Organizational
Typically we take an organizational perspective
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22Prosci © 2008
In reality, each impacted employee has their own current
and future state
Organizational
Individual
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
How do I do my job today?
How will I do my job after the change?
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23Prosci © 2008
A critical perspective
Future
Organization
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
Is actually
Bob
Sue
John
Emily
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24Prosci © 2008
States of change analysis For a project you are currently supporting:
Current Transition Future
Current Transition Future
Describe the organizational states of change
Describe the individual states of change for one person impacted by this change
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25Prosci © 2008
Organizations don’t change. People within organizations change!
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26Prosci © 2008
If:
• The organization’s future state is the culmination of many individual future states
• The organization’s future state can only be achieved if individuals change their day-to- day work processes and behaviors
What can we do about it?
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27Prosci © 2008
Effective change management requires two perspectives
*“we” = internal consultants, change managers, project leaders and team members, HR, OD, training, communications, managers, supervisors
Individual perspective• How does one person makes
a change successfully?
Organizational perspective• What tools we* have to help
individuals make changes successfully?
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28Prosci © 2008
Individual change management
ADKAR
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29Prosci © 2008
Individual change management
Centerpiece of success
The secret to successful change lies beyond the visible and busy activities that surround change. Successful change, at its core, is rooted in something much simpler:How to facilitate change with one person.
From ADKAR: a model for change by Jeff HiattAvailable at the Change Management Learning Center or Amazon
RAKDA
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30Prosci © 2008
The five building blocks for successful change
AwarenessDesire
KnowledgeAbility
Reinforcement
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31Prosci © 2008
Awareness
ADKAR– Awareness of the need for
change.• What is the nature of the change?• Why is the change happening?• What is the risk of not changing?
AwarenessDesire
KnowledgeAbility
Reinforcement
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32Prosci © 2008
Desire
ADKAR– Desire to support the change.
• Personal motivation to support the change
• Organizational drivers to support the change
AwarenessDesire
KnowledgeAbility
Reinforcement
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33Prosci © 2008
Knowledge
ADKAR– Knowledge on how to change.
• Knowledge, skills and behaviors required during and after the change
• Understanding how to change
AwarenessDesire
KnowledgeAbility
Reinforcement
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34Prosci © 2008
Ability
ADKAR– Ability to implement new skills.
• Demonstrated ability to implement the change
• Barriers that may inhibit implementing the change.
AwarenessDesire
KnowledgeAbility
Reinforcement
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35Prosci © 2008
Reinforcement
ADKAR– Reinforcement to sustain the
change.• Mechanisms to keep the change in
place• Recognition, rewards, incentives,
successes
AwarenessDesire
KnowledgeAbility
Reinforcement
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36Prosci © 2008
Exercise – Personal ADKAR worksheet
Complete the exercise for a change you would like to see happen with a
friend or family member.
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37Prosci © 2008
Applying ADKAR to a personal changeADKAR Personal Change Worksheet
The best way to understand the usefulness of the ADKAR model is to apply it to a personal situation. Using a situation you are close to will help separate the key elements of the ADKAR model. Begin by identifying a change you are having difficulty making in another person (a friend, family member, neighbor or work associate). Complete the worksheet to the best of your ability, rating each element on a scale of 1 (e.g. no awareness) to 5 (e.g. complete awareness). Be sure you select a change you have been trying to make happen that is not working regardless of your continued efforts.
Briefly describe a personal change in behavior you are trying to facilitate with a friend, family member, neighbor or work associate.
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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38Prosci © 2008
List the reasons you believe this change is necessary.
AWARENESS
Review these reasons and ask yourself the degree to which the person you are trying to change is aware of these reasons. Rank on a 1 to 5 scale.
Awareness Rank
List the reasons you believe this change is necessary.
AWARENESS
Review these reasons and ask yourself the degree to which the person you are trying to change is aware of these reasons. Rank on a 1 to 5 scale.
Awareness Rank
List the factors or consequences (good and bad) for this person that create a desire to change.
DESIRE
Consider these motivating factors, including the person’s conviction in these areas. Assess the desire to change. Rank on a 1 to 5 scale.
Desire Rank
List the factors or consequences (good and bad) for this person that create a desire to change.
DESIRE
Consider these motivating factors, including the person’s conviction in these areas. Assess the desire to change. Rank on a 1 to 5 scale.
Desire Rank
List the skills and knowledge needed for the change, both during and after the transition.
KNOWLEDGE
Rate this person’s knowledge or training in these areas. Rank on a 1 to 5 scale.
Knowledge Rank
List the skills and knowledge needed for the change, both during and after the transition.
KNOWLEDGE
Rate this person’s knowledge or training in these areas. Rank on a 1 to 5 scale.
Knowledge Rank
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39Prosci © 2008
Considering the skills and knowledge from above, evaluate the person’s ability to perform or act in the new way. Are there any barriers inhibiting the person’s ability?
ABILITY
To what extent does the person have the ability to implement the new skills, knowledge and behaviors. Rank on a 1 to 5 scale.
Ability Rank
Considering the skills and knowledge from above, evaluate the person’s ability to perform or act in the new way. Are there any barriers inhibiting the person’s ability?
ABILITY
To what extent does the person have the ability to implement the new skills, knowledge and behaviors. Rank on a 1 to 5 scale.
Ability Rank
List the reinforcement that will help to retain the change. Are incentives in place to make the change stick? Are there incentives to not change?
REINFORCEMENT
To what degree are reinforcements in place to support and maintain the change. Rank on a 1 to 5 scale.
Reinforcement Rank
List the reinforcement that will help to retain the change. Are incentives in place to make the change stick? Are there incentives to not change?
REINFORCEMENT
To what degree are reinforcements in place to support and maintain the change. Rank on a 1 to 5 scale.
Reinforcement Rank
Notes:
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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40Prosci © 2008
Transfer your scores from each ADKAR stage to the table below. Take a moment to review your scores. Highlight those areas that scored 3 or less and identify which is the first area with a score of 3 or less. This first area will be your primary focus. Create a bar graph below showing your ADKAR change profile.
Brief description of the change:_____________________________________________________________________________________________________________________________________________________________________________________________
Score from ADKAR
worksheets
1. Awareness of the need to change?Notes: ________________________________________________________
2. Desire to make the change happen?Notes: ________________________________________________________
3. Knowledge about how to change?Notes: ________________________________________________________
4. Ability to change?Notes: ________________________________________________________
5. Reinforcement to maintain change?Notes: ________________________________________________________
Brief description of the change:_____________________________________________________________________________________________________________________________________________________________________________________________
Score from ADKAR
worksheets
1. Awareness of the need to change?Notes: ________________________________________________________
2. Desire to make the change happen?Notes: ________________________________________________________
3. Knowledge about how to change?Notes: ________________________________________________________
4. Ability to change?Notes: ________________________________________________________
5. Reinforcement to maintain change?Notes: ________________________________________________________
To create an ADKAR profile bar graph, mark your score for each element and shade the area below the mark to create each “bar.” The example below is of a profile with A=4, D=5, K= 2, A=1, R=4.
Example profile:
0
1
2
3
4
5
6
A wareness D es ire K now ledge A bility R ein fo rcem ent0
1
2
3
4
5
6
A wareness D es ire K now ledge A bility R ein fo rcem ent
0
1
2
3
4
5
6
Awareness Desire Knowledge Ability Reinforcement0
1
2
3
4
5
6
Awareness Desire Knowledge Ability Reinforcement
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41Prosci © 2008
ADKAR on different sizes of change
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Change with one person Or five
people… Or twenty people…
Or 1000 people…
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42Prosci © 2008
Role of ADKAR in organizational change
• Change management planning
• Diagnosing gaps
• Developing corrective actions
RAKDAADKAR brings a results
orientation to managing the people side of change
What we are trying to achieve, not what we are doing
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43Prosci © 2008
Organizational change management
3-phase process for:
- Preparing for change- Managing change
- Reinforcing change
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44Prosci © 2008
Organizational process foundation
Input: Output:
Change management
strategy
Change management
plans
Reinforcement and recognition
ERP
IT system
New product
Online HR benefits system
Strategic plan
Productivity improvement
initiative
Merger or acquisition
A change to how the organization
operates and does work.
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45Prosci © 2008
Phase 1: Preparing for change
• Understanding the nature of the change• Understanding the groups being changed• Identifying risks• Developing special tactics• Creating the necessary support structures –
team and sponsor model
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46Prosci © 2008
Change management readiness assessments
Characteristics of the change
+
Attributes of the organization
= Situational Awareness
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47Prosci © 2008
Change characteristics assessment Mark your location on the following spectrum. If you fall on the right of the spectrum, your project will require more change management resources and activities than if you fall on the left of the spectrum. This assessment result will be used to customize your change management strategy and activities. Record your assessment score. Scope of change
Workgroup Department Division Enterprise 1 2 3 4 5
Number of impacted employees Less than 10 Over 1000
1 2 3 4 5 Variation in groups that are impacted All groups impacted the same Groups experiencing
the change differently 1 2 3 4 5
Type of change Single aspect, simple change
Many aspects, complex change
1 2 3 4 5 Degree of process change No change 100% change
1 2 3 4 5
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48Prosci © 2008
Degree of technology and system change No change 100% change
1 2 3 4 5 Degree of job role changes No change 100% change
1 2 3 4 5 Degree of organization restructuring No change 100% change
1 2 3 4 5 Amount of change overall Incremental change Radical change
1 2 3 4 5 Impact on employee compensation No impact on pay or benefits Large impact on pay or benefits
1 2 3 4 5 Reduction in total staffing levels No change expected Significant change expected
1 2 3 4 5 Timeframe for change Very short (<month) or very long (> year)
3 month to 12 month initiative
1 2 3 4 5
Sum of points for change characteristics assessment (out of 60 total):
Note: A score of 35 or higher is considered a large change that will require more change management resources and activities to be successful.
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49Prosci © 2008
Organizational attributes assessment Perceived need for change among employees and managers Compelling business need for change is visible – employees are dissatisfied with the current state
Employees do not view change as necessary – employees are
satisfied with the current state 1 2 3 4 5
Impact of past changes on employees Employees perceive past changes as positive
Employees perceive past changes as negative
1 2 3 4 5 Change capacity Very few changes underway
Everything is changing
1 2 3 4 5 Past changes Changes were successful and well-managed
Many failed projects and changes were poorly managed
1 2 3 4 5 Shared vision and direction for the organization Widely shared and unified vision
Many different directions and shifting priorities
1 2 3 4 5 Resources and funding availability Adequate resources and funds are available
Resources and funds are limited
1 2 3 4 5 Organization’s culture and responsiveness to change Open and receptive to new ideas and change
Closed and resistant to new ideas and change
1 2 3 4 5
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50Prosci © 2008
Organizational reinforcement Employees are rewarded for risk taking and embracing change
Employees are rewarded for consistency and predictability
1 2 3 4 5
Leadership style and power distribution Centralized Distributed
1 2 3 4 5 Executives/senior management change competency Business leaders demonstrate effective sponsorship on change projects
Business leaders lack sponsor skills and knowledge
1 2 3 4 5
Middle Management change competency Managers are highly competent at managing change
Managers lack knowledge and skills for managing change
1 2 3 4 5
Employee change competency Employees are highly competent at managing change
Employees lack the knowledge and skills for managing change
1 2 3 4 5
Sum of organizational attributes assessment (out of 60 total):
A score of 35 or higher indicates a change resistant organization that will require more change management for the project to be successful.
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51Prosci © 2008
Risk assessment
Medium risk High risk
Low risk Medium risk
Change characteristics
OrganizationalAttributes
Changeresistant
Change-able
SmallIncremental
LargeDisruptive
35
35
Change characteristics score:
Organization attributes score:
Gives direction to rest of change management activities
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52Prosci © 2008
Team structures
Sponsor
Project team
CM
Sponsor
Project team
CM
Sponsor
Project team CM
Sponsor
Project team CM
1. Training the team on change management
2. Understanding the business issues and business solution
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53Prosci © 2008
Sponsor coalition
T.J.
S.P. M.B.
A.B. G.F.
E.G.
I.T.E.T.
U.W.
D.C.
P.O.
T.L.W.R. B.U.C.H.
COO
Primary Sponsor
Logistics Sales Region 1 Sales
Region 2
MFG FinanceSales
Region 1
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54Prosci © 2008
Phase 2: Managing change
• Communication plan• Sponsor roadmap• Coaching plan • Training plan• Resistance mgmt plan
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55Prosci © 2008
Connecting individual and organizational CM
Awareness
Desire
Knowledge
Ability
Reinforcement
ADKARphases ofchange
Change management
tools
Communications
Sponsor roadmap
Training
Coaching
Resistance mgmt
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56Prosci © 2008
Phase 3: Reinforcing change
• Compliance audit reports and employee feedback
• Corrective action plans• After action review• Transition management
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57Prosci © 2008
Change management methodology summary
• We utilize a structured process and set of tools
(Organizational change mgmt)
• To encourage each employee impacted by the change to embrace, adopt and utilize it
(Individual change mgmt)
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58Prosci © 2008
So, the “who” question remains:
• Who in the organization plays a role in:
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
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59Prosci © 2008
Change management requires a system of ‘doers’
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
Each ‘gear’ plays a specific role based on how they are related to organizational change
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60Prosci © 2008
Change mgmt resource/team
• Apply a structured methodology– Prepare for change– Manage change– Reinforce change
• Enable the other ‘doers’– Execs and senior mgrs– Middle mgrs and
supervisors– Project team
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
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61Prosci © 2008
Executives and senior mgrs
1. Participate actively and visibly throughout the project
2. Build a coalition of sponsorship and manage resistance
3. Communicate directly with employees
* From the 2007 Best Practices study
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
Not just signing checks and charters!
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62Prosci © 2008
Middle mgrs and supervisors
Role 1 – CommunicatorRole 2 – AdvocateRole 3 – CoachRole 4 – LiaisonRole 5 – Resistance manager
* From the 2007 Best Practices study
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
Executives and senior leadersExecutives and senior leaders
Front-line employeesFront-line employees
Middle managers and supervisors
Executives and senior leadersExecutives and senior leaders
Front-line employeesFront-line employees
Middle managers and supervisors
Macro – top-down changes Micro – daily changes
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63Prosci © 2008
Project team
1. Design the actual change2. Manage the ‘technical side’
– Charter, business case, schedule, resources, work breakdown structure, budget, etc.
3. Engage with CM team/resource4. Integrate change mgmt plans
into project plan
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
Project management
Change management
Current Transition FutureCurrent Transition Future
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64Prosci © 2008
Project support functions
• Bring specific experience, knowledge, tools and expertise to the project
• Sometimes act as the change management resource
• Key pieces of the ‘technical’ and ‘people’ puzzles
• Examples– HR, OD, OE, Training,
Communication, SMEs
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
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65Prosci © 2008
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
Current Transition FutureCurrent Transition Future
All gears must be moving to drive
successful change
• Employees make a personal change
so that…
• Projects meet objectives• Business results are
achieved• ROI realized• On time and on budget
Remember the objective!!!
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66Prosci © 2008
Final observation on roles
Employee-facing roles
Enabling roles
One-to-one interactionsOne-to-many interaction
Observable behaviors
Creation and implementation of plans that are executed by the employee-facing roles
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
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67Prosci © 2008
1. Authorize and fund2. Participate actively
and visibly3. Create coalition4. Communicate directly
1. Design ‘the change’2. Manage ‘technical side’3. Engage with CM 4. Integrate CM
1. Communicator2. Advocate3. Coach4. Liaison5. Resistance manager
1. Experience2. Knowledge3. Tools4. Expertise
1. Apply methodology2. Formulate strategy3. Develop plans4. Support other ‘doers’
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
Roles summary
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68Prosci © 2008
Recap
Why change management?
What is change management?
Who does change management?
Participants who met or exceeded OBJECTIVES
17%
45%
75%
88%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Poor Fair Good ExcellentOverall effectiveness of change management program
Data from Prosci's 2007 Best Practices in Change Management benchmarking studywww.change-management.com
Middle managersand supervisors
Middle managersand supervisors
Changemanagement resource/team
Changemanagement resource/team
Executives andsenior managersExecutives andsenior managers
Project team
Project team
Projectsupport
functions
Projectsupport
functions
RAKDA
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69Prosci © 2008
Next steps for applying a structured methodology for change management
Free weekly webinars
• One hour sessions focused on a particular change management topic
• Recent sessions: Methodology overview, Seven principles of change management, Roles in change management, Applying ADKAR, Managing resistance, Connecting change management to business results, Enterprise Change Management www.change-management.com/webinars.htm
Membership distribution list
• Weekly tutorials and announcements• Become a member of the Change Management
Learning Center for free at: www.change-management.com/register.htm
Certification program
• 3-day intensive program where you apply the tools and methodology to a real project you are supporting
• Delivered at your location or in an open-enrollment format at venues across the US
• Earn 2.4 CEUs, 24 PDUs and 24 HRCI credits www.change-management.com/training.htm
Methodology & tools
• Change Management Toolkit – Hardcopy 3-ring binder with CD-ROM – step-by-step instructions, templates and assessment
• Change Management Pilot 2008 – Online tool with Prosci methodology and downloadable templates, assessments, presentations and eLearning
• www.change-management.com/bookstore.htm
Books & reports
• Best Practices in Change Management – 2007 benchmarking study with lessons learned and best practices from 426 participants
• ADKAR: a model for change – definitive work on the ADKAR model and how it can be applied
• Change management: the people side of change – foundation and introduction to applying structure to individual and organizational change
• www.change-management.com/bookstore.htm
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70Prosci © 2008
Prosci Research 1367 South Garfield Ave
Loveland, Colorado, USA 80537 970-203-9332
www.change-management.com [email protected]