prosci change capability webinar

54
Copyright Prosci 2015. All rights reserved. [email protected] Prosci Change Management Webinar Assessing and Building Your Organizational Change Capability 1

Upload: tim-creasey

Post on 12-Aug-2015

117 views

Category:

Business


1 download

TRANSCRIPT

Page 1: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

[email protected]

Prosci Change Management Webinar Assessing and Building Your Organizational Change Capability

1

Page 2: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Prosci by the #s:8

1780%

4500+30,000+80,000+

Longitudinal studiesYears of researchFortune 100 companiesResearch participantsCertified practitionersCommunity members

Contact Prosci: Telephone: +1-970-203-9332 Email: [email protected]: www.prosci.com

Tools or downloads referenced in this free webinar are for webinar educational purposes; reproduction or distribution of these tools in your organization will require additional steps on your part.

2

…………………………………….............................................................

Prosci’s Mission Our Principles: • Research-based • Holistic • Easy-to-use

Our Resources: • Published products and tools• Web-based tools and applications• Face-to-face training• Train-the-Trainer

To help individuals and organizations build their own change management capabilities through development and delivery of research-based, holistic, and easy-to-use tools and methodologies.

Prosci® Webinars• Educational• Thought provoking• Insights into new development

• New ideas, phraseology, language, and frameworks• Give you at least an hour per week to think about

change management

…………………………………….............................................................

Page 3: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Agenda

Case for Change capability

Change agilityChange in the DNA

Enterprise Change Management

What is

Assessingand Building

3

Case for Change capability

Change agilityChange in the DNA

Enterprise Change Management

What is

Assessingand Building

Page 4: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Case for: Velocity of Change

4

Demand Side Pull

Bigger Faster

Connected Complex

Page 5: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Case for: Strategic imperative

5

Strategy is change

Page 6: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Case for: Competitive Differentiation

6

“out-changing”

as a competitive advantage

Page 7: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Case for: It takes a Village

7

Change leadership

competencies throughout

Page 8: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Agenda

Case for Change capability

Change agilityChange in the DNA

Enterprise Change Management

What is

Assessingand Building

8

Page 9: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 9

“I’d like three orders of change agility from page

145, please.”

Change agility takes more than chatter, “want to”

or magic

Page 10: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

What Is Change Capability/Agility

10

CMBuild

IndividualCompetencies

Integrate into Changes, Projects

and Programs

Initiate Plan Design Develop Deploy

“Go Live”Kick off

Phase 3: Reinforcing

Change

Phase 2: Managing

Change

Phase 1: Preparing

for Change

A D K A R

Strategy Plans Measures

GeneralProjectLifecycle

Individual Change Journey

Milestones

OrganizationalChange Mgmt

Activities

Major events

Prosci®

ADKAR ®

Model

Prosci®

3-PhaseProcess

Execs &Senior Leaders

Front-Line Associates

Middle Managers & Supervisors

Initiate Plan Design Develop Deploy Sustain

Page 11: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Individual Competencies

11

Design solutions with adoption

and usage in mindExecs &Senior Leaders

Front-Line Associates

Middle Managers & Supervisors

Internalize ABCof sponsors

Internalize CLARC role in change

Expect and Thrive in Change

Page 12: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Individual Competencies

12

Execs &Senior Leaders

Front-Line Associates

Middle Managers & Supervisors

Hiring

On-boarding

Training

Coaching

Objectives

CompetencyModels

DevelopmentPlans

PerformanceReviews

Page 13: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Individual CompetenciesResearch-based, Role-based Training

Prosci’s Holistic Approach Key Change Enabling Roles

Senior Leadership

Change Practitioners

Project Teams

Middle Managers

Front Line Employees

Sponsor Program (1/2 day)

Practitioner Program (3 day)

PM Program (1/2 day)

Manager Program (1 day)

Employee Program (1 day)

Role

-Bas

ed T

rain

ing

Coac

hing

Sup

port

13

Page 14: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Integrate into Changes, Projects and Programs

14

Initiate Plan Design Develop Deploy Sustain

Requirement at initiationInventory impacted groupsDefine their changes

Integrate CM intoproject gates

Integrate CM intostandard reviews

Measure success atbenefit realization,project execution,AND individual transition levels

Align “people side” and technical side

activities

Create customized and scaled strategyResource CM

Page 15: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Integrate into Changes, Projects and Programs

15

Initiate Plan Design Develop Deploy

“Go Live”Kick off

Phase 3: Reinforcing

Change

Phase 2: Managing

Change

Phase 1: Preparing

for Change

A D K A R

Strategy Plans Measures

GeneralProjectLifecycle

Individual Change Journey

Milestones

OrganizationalChange Mgmt

Activities

Major events

Prosci®

ADKAR ®

Model

Prosci®

3-PhaseProcess

Page 16: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 16

ProjectHealth

ChangeScorecard

Best PracticeAlignment

CMROICalculation

ADKARProgress

Adoption contribution

Installation contribution

100%

50%

36%

3-PhaseProcess

Phase 1:Preparing for Change

Phase 2:Managing Change

Phase 3:Reinforcing Change

Initiate Plan Design Develop Deploy Sustain

Integrate into Changes, Projects and Programs

Page 17: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 17

Change Capability/AgilityDNA/Fabric/Norm through individual competencies

and integrated CM approaches

Change Capability/AgilityDNA/Fabric/Norm through individual competencies

and integrated CM approaches

Change ManagementCatalyzing Individual Transitions to

Deliver Organizational Results

Change ManagementCatalyzing Individual Transitions to

Deliver Organizational Results

Page 18: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Agenda

Case for Change capability

Change agilityChange in the DNA

Enterprise Change Management

What is

Assessingand Building

18

Page 19: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 19

Where you are today

Where you want to be

How you will get there

Leadership

Proofs of success

Structure and intent

Sponsor messaging

Charter ECM

CMO, CoE, CoP

Strategically select

Resource and apply CM

Rigorously document

Assess the Current

Design the Transition

Define the Future

Build change capability/agility to deliver

better results and outcomes of change, increase resilience

and reduce saturation.

Page 20: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

BLUF: Bottom Line Up Front

• Add clarity to maturity

• Quantify your maturity

• Establish a baseline

• Track progress

• Focus your effort

20

Page 21: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Prosci® Change ManagementMaturity Model History

21

2004 2005 2008

March: Released Maturity Model

2012 2014

August: Released Whitepaper

ECM Summit ECM Lab ECM Suite:- CM-MM Audit- ECM Boot Camp- ECM Roadmap

Version 2 ofMaturityModel Audit

Page 22: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 22

Level 5 OrganizationalCompetency

Change management competency is evident at all levels of the organization and

is part of the organization's intellectual property and competitive edge

Continuous process

improvement in place

Highest profitability,

responsiveness and project

success rates

Level 4 Organizational Standards

Organization-wide standards and methods are broadly deployed for managing and

leading change

Selection of common approach

Level 3 MultipleProjects

Comprehensive approach for managing change is being applied on multiple

projects within organization

Examples of best practices evident

Level 2 IsolatedProjects

Some elements of change management are being applied in isolated projects

Many different tactics used

inconsistently

Level 1 Ad hoc or Absent Little or no change management applied

People-dependent without any formalpractices or plans

Highest rate of project failure, turnover and

productivity loss

Prosci® Change Management Maturity Model™

Page 23: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Level 1 – Ad hoc or Absent

23

Level 5

Level 4

Level 3

Level 2

Level 1

Seen as:A distraction from the focus on installing technical solutions

Applied when:Not at all, or as a last resort and as a reaction

Practiced by:Dependent on particular individual practitionersNot at all by managers and leaders

Change management is:

Page 24: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Level 2 – Isolated Projects

24

Level 5

Level 4

Level 3

Level 2

Level 1

Seen as:Important by someUnimportant by most

Applied when:On few projects, from initiationOn some projects, in reaction to resistanceOn most projects, not at all

Practiced by:Handful of unaffiliated practitioners

Change management is:

Page 25: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Level 3 – Multiple Projects

25

Level 5

Level 4

Level 3

Level 2

Level 1

Seen as:A structured approach that adds value

Applied when:Localized in particular parts of the organizationAt initiation on some projectsStill missing or as a reaction on many

Practiced by:Practitioners who are starting to work togetherSome senior leaders, managers and supervisors

Change management is:

Page 26: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Level 4 - Organizational Standards

26

Level 5

Level 4

Level 3

Level 2

Level 1

Seen as:An important success factor on all projectsA common and standard approach

Applied when:Regularly at project initiation or planningIntegrated into project management approach

Practiced by:Most practitioners and project teamsMost senior leaders, managers and supervisorsPotentially a centralized functional group

Change management is:

Page 27: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Level 5 – Organizational Competency

27

Level 5

Level 4

Level 3

Level 2

Level 1

Seen as:A critical core competency for the organizationEssential on all projects and initiativesSecond nature and commonplace

Applied when:At the start of projects and initiativesOn virtually all project and non-project changesInseparable from project delivery processes

Practiced by:Practitioners, project teams, technical professionalsAll senior leaders, managers and supervisorsCentralized functional group

Change management is:

Page 28: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 28

Level 5 OrganizationalCompetency

Level 4 Organizational Standards

Level 3 MultipleProjects

Level 2 IsolatedProjects

Level 1 Ad hoc or Absent

Prosci® Change Management Maturity Model™

Where is your organization today?

Page 29: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Building out the Maturity Model: Capability Areas

Five Capability Areas:

1. Leadership

2. Application

3. Competencies

4. Standardization

5. Socialization

29

What observable attributes can be

used to describe the level of maturity?

What observable attributes can be

used to describe the level of maturity?

Page 30: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Capability Area 1: Leadership

30

Not general leadership, but leadership support specifically for change management

Example factors:

Primary sponsor Sponsor coalition Communications from key leaders Vision for deployment effort Leadership review Business rules, policies, procedures Change management as requirement

Page 31: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Capability Area 2: Application

Use of change management processes and tools on projects and initiatives

Example factors:

Percent of projects applying CM Parts of organization applying CM Common approach Available tools Resources availability for applying CM

31

Page 32: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Capability Area 3: Competencies

32

Competency and skill-building for “leading change” throughout the organization

Example factors:

Training and competencies for: Practitioners Executives and senior leaders Managers and supervisors Employees Project teams

Training effectiveness Continuous education opportunities

Page 33: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Capability Area 4: Standardization

33

Move toward common and consistent application of an organizational standard approach

Example factors:

Adoption of a standard approach Provision of standard tools Continuous improvement of approach Criteria for applying CM Integration into standard project

delivery process and systems

Page 34: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Capability Area 5: Socialization

34

Understanding, appreciation and acknowledgement of the necessity of change management

Example factors:

Executive charter Understanding of value Buy-in and support Common and shared definition Viewed as competitive differentiator Cultural value

Page 35: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

CapabilityArea 1:

Leadership

Capability Area 2:

Application

CapabilityArea 3:

Competencies

CapabilityArea 4:

Standardization

CapabilityArea 5:

Socialization

Level 5Capability Area Factors:

- Factor 1.1- Factor 1.2- Factor 1.3- Factor 1.4- Factor 1.5- Factor 1.6- Factor 1.7- Factor 1.8

Capability Area Factors:

- Factor 2.1- Factor 2.2- Factor 2.3- Factor 2.4- Factor 2.5- Factor 2.6- Factor 2.7- Factor 2.8

Capability Area Factors:

- Factor 3.1- Factor 3.2- Factor 3.3- Factor 3.4- Factor 3.5- Factor 3.6- Factor 3.7- Factor 3.8- Factor 3.9- Factor 3.10- Factor 3.11- Factor 3.12

Capability Area Factors:

- Factor 4.1- Factor 4.2- Factor 4.3- Factor 4.4- Factor 4.5- Factor 4.6- Factor 4.7- Factor 4.8- Factor 4.9- Factor 4.10- Factor 4.11- Factor 4.12

Capability Area Factors:

- Factor 5.1- Factor 5.2- Factor 5.3- Factor 5.4- Factor 5.5- Factor 5.6- Factor 5.7- Factor 5.8- Factor 5.9- Factor 5.10

Level 4

Level 3

Level 2

Level 1

CapabilityArea 1:

Leadership

Capability Area 2:

Application

CapabilityArea 3:

Competencies

CapabilityArea 4:

Standardization

CapabilityArea 5:

Socialization

Level 5

Level 4

Level 3

Level 2

Level 1

35

Prosci® Change Management Maturity Model™

Page 36: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

CapabilityArea 1:

Leadership

Capability Area 2:

Application

CapabilityArea 3:

Competencies

CapabilityArea 4:

Standardization

CapabilityArea 5:

Socialization

Level 5Capability Area Factors:

- Factor 1.1- Factor 1.2- Factor 1.3- Factor 1.4- Factor 1.5- Factor 1.6- Factor 1.7- Factor 1.8

Capability Area Factors:

- Factor 2.1- Factor 2.2- Factor 2.3- Factor 2.4- Factor 2.5- Factor 2.6- Factor 2.7- Factor 2.8

Capability Area Factors:

- Factor 3.1- Factor 3.2- Factor 3.3- Factor 3.4- Factor 3.5- Factor 3.6- Factor 3.7- Factor 3.8- Factor 3.9- Factor 3.10- Factor 3.11- Factor 3.12

Capability Area Factors:

- Factor 4.1- Factor 4.2- Factor 4.3- Factor 4.4- Factor 4.5- Factor 4.6- Factor 4.7- Factor 4.8- Factor 4.9- Factor 4.10- Factor 4.11- Factor 4.12

Capability Area Factors:

- Factor 5.1- Factor 5.2- Factor 5.3- Factor 5.4- Factor 5.5- Factor 5.6- Factor 5.7- Factor 5.8- Factor 5.9- Factor 5.10

Level 4

Level 3

Level 2

Level 1

36

Prosci® Change Management Maturity Model™

For each of the 50 factors, rubric scoring describes Level 1, Level 2, Level 3, Level 4, Level 5

Factor 1 Level of sponsorship for institutionalizing change management across the enterprise

Level 5An executive sponsor (with the required authority and span of control) has been designated and is actively and visibly supporting the effort

Level 4 A senior level sponsor has been designated and is supporting the effort

Level 3 The right sponsor has been designated, but is not engaged, active or visible

Level 2 A sponsor has been designated, but is either not the right sponsor or is not engaged

Level 1 There is no sponsor for the institutionalization effort

Page 37: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Capability Area 1: Leadership

37

Page 38: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 38

Page 39: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 39

Prosci Maturity Model Audit TourReviewing Report

Overall Results

Results by Capability Area

Low Maturity Factors

Your Insights and Comments

See Progress Over Time

Full Maturity Model Audit

Page 40: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 40

Prosci Maturity Model Audit TourOverall Results

Page 41: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 41

Prosci Maturity Model Audit TourResults by Capability Area

Page 42: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 42

Prosci Maturity Model Audit TourLow Maturity Factors

Page 43: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 43

Prosci Maturity Model Audit TourCapture your Insights and Comments

Page 44: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 44

Prosci Maturity Model Audit TourSee Progress Over Time

Page 45: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 45

Prosci Maturity Model Audit TourYour Full Maturity Model Audit

All 50 FactorsWith your scores

Page 46: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Prosci Maturity Model Audit

46

• Define agility

• Baseline current Change Maturity

• Evaluate all five capability areas

• Identify risk areas and develop next steps

• Create comparative reports over time

Maturity Model Audit$30 USD/mo

Full access, noobligation 14 day trial

Free Trial

Find in Available Resources

Scroll below description to activate your trial

TRIAL AVAILABLE

Create free account at:portal.prosci.com

Page 47: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 47

Where you are today

Where you want to be

How you will get there

Leadership

Proofs of success

Structure and intent

Sponsor messaging

Charter ECM

CMO, CoE, CoP

Strategically select

Resource and apply CM

Rigorously document

Assess the Current

Design the Transition

Define the Future

Build change capability/agility to deliver

better results and outcomes of change, increase resilience

and reduce saturation.

Page 48: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Leadership

Proofs of success

Structure and intent

Sponsor messaging

Charter ECM

CMO, CoE, CoP

Strategically select

Resource and apply CM

Rigorously document

Assess the Current

Design the Transition

Define the Future

Build change capability/agility to deliver

better results and outcomes of change, increase resilience

and reduce saturation.

Prosci ECM MapEnterprise Change Management

48

Page 49: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Project ECM as a Change

ProjectECM:

Goal/objective: Build organizational change

management capabilities and competencies to improve results and outcomes of projects and initiatives

Current Transition Future

Technical side

People side

Requirements: Charter, Sponsor, Plan, Solution, Team

Project ManagementChange Management

Structure and

Intent49

Page 50: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

M1 M2 M3 Rest of year 1 Year 2-3

ECM approachSelect pilotsSchedule sponsor briefingStart Business Case

Training for pilot projects½-day sponsor program3-day cert program

Sponsor briefing (2 hr)

Business Case presentation

Apply on pilot projectsADKAR3-Phase ProcessBest Practices Audit

Document impactProsci Change ScorecardAwareness building

Start Structure and IntentDesign (Current, Future)

Continue Structure and IntentDeploy (Transition)- Increased application- Individual competency development

Sponsor activities

Leadership

Proofs of success

Structure and intent

Sponsor messaging

Charter ECM

CMO, CoE, CoP

Strategically select

Resource and apply CM

Rigorously document

Assess the Current

Design the Transition

Define the Future

Build change capability/agility to deliver

better results and outcomes of change, increase resilience

and reduce saturation.

50

Prosci ECM MapExample Timeline

Email [email protected] learn more

Page 51: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved.

Leadership

Proofs of success

Structure and intent

Sponsor messaging

Charter ECM

CMO, CoE, CoP

Strategically select

Resource and apply CM

Rigorously document

Assess the Current

Design the Transition

Define the Future

Build change capability/agility to deliver

better results and outcomes of change, increase resilience

and reduce saturation.

51

Prosci ECM Support

ECM Advisory Services ECM Boot Camp

ECM Roadmap Maturity Model Audit

Kickoff

Business Case Development

Sponsor Briefing

Pilot Trainings

Scorecard Development

Train-the-Trainer

Ongoing Coaching

Online guide with instructions, guidance, research and tools ($479)

Call +1-970-203-9332 or email [email protected]

One-day workshop on building your Project ECM strategy and plans ($889)

2015 datesSept 22 - Denver, COSept 25 - Calgary, AB

Oct 8 - LondonOct 15 - Portland, OR

Inquire re: onsite

“If you're serious about achieving true change management as one of your core organizational

competencies, then find a way to get to this course.”

Web-based assessment of maturity across 50 observable factors.

$30/mo | $300/yr

Page 52: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 52

Prosci Maturity Model Audit TourGetting Started

Introduction

The click “Get Started”

Name the organization or group for your CM-MM audit.

Page 53: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 53

Prosci Maturity Model Audit TourStarting a CM-MM Audit

Click “Add an Audit” to start your CM-MM Audit

for this Org/Group

Give your CM-MM Audit instance a Name and a

Description

Page 54: Prosci Change Capability Webinar

Copyright Prosci 2015. All rights reserved. 54

Prosci Maturity Model Audit TourCompleting a CM-MM Audit

Navigate to each Capability Area

Expand/Collapse each CM-MM Audit factor

Simple rubric scoring for each of the 50

CM-MM Audit factors