prosci change management webinar · 2017-06-05 · ebest practices ebest practices audit

Prosci Webinar: Solu1ons for Your Real Challenges Prosci Portal Resources: Buy-‐In, Project Health, BP Alignment

Copyright 2015 Prosci. All rights reserved. 1

Copyright Prosci 2015. All rights reserved. 1

[email protected]

Prosci Change Management Webinar Solutions for Your Real Challenges

Copyright Prosci 2015. All rights reserved.

Where to find today’s slides and recording

2

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Prosci by the #s: 9

17 80%

4500+ 30,000+ 80,000+

Longitudinal studies Years of research Fortune 100 companies Research participants Certified practitioners Community members

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

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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

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Agenda

•  Gaining Buy-In – Why, How, What

•  Tracking Project Health – Why, How, What

•  Evaluating CM Effort – Why, How, What

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© 2013 Simon Sinek, Inc. www.startwithwhy.com

Simon Sinek’s Golden Circle

Based on:




WH

Y H

OW

W

HAT

5

Gaining Buy-In

Buy-in leads to commitment and

resources

Define the role and goal of CM clearly

Quantify the adoption

contribution

Tracking Project Health

Projects need to deliver expected

improvement

Establish clear framework for project health

Collect and track health data with

Prosci PCT

Evaluating CM Effort

Better CM = Better results

Understand what “great” CM means

Evaluate alignment with

Best Practice Audit


WH

Y H

OW

W

HAT

6

Gaining Buy-In


resources



contribution



improvement



Prosci PCT





Best Practice Audit




Gaining Buy-In WHY

Buy-in Commitment Approach Resources

Buy-‐ in Commitment Approach Resources Buy-‐ in Commitment Approach Resources

7


Gaining Buy-in

8

HOW

Requirements Results Outputs Outcomes

Specifications Sustainment

Installation Realization Solutions Benefits




Current Transition Future

T C F

C C C C C

C C C C C

C C C C

C C C C C

C C C C C

T T T T

T T T T T

T T T

T T T T

T T T T T

F F F

F F F F

F F

F F F

F F F F

T

T

T

F

F

F

F

F

F

F

F

Ultimately requires individuals to move from their own current to their own future

An organizational move from the current to the future

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If we do not support and equip individual transitions,

then our future state looks nothing like the future state we expected

F F

F F F

F

F

F

F

F

F

F

F

F F F

F F F F

F F

F F F

F F F F

F

F

F

F

F

F

F

F

Gaining Buy-in HOW

10




= lower ROI = less benefit realization

= unachieved improvement = not what we expected/hoped for

F F

F F F

F

F

F

F

F

F

F

F

F F F

F F F F

F F

F F F

F F F F

F

F

F

F

F

F

F

F

instead of

Gaining Buy-in HOW

11


Gaining Buy-in HOW

Change management mitigates mission critical risk

12




Gaining Buy-in HOW

15% 44%

76%

94%

0%

100%

Poor Fair Good Excellent

Change Management Effectiveness

Percent who met or exceeded objectives

6x

Increase in likelihood of meeting objectives with excellent change

management

Change management correlates directly with project success

13


Gaining Buy-in

14

HOW

Defining change management:

Catalyzing individual transitions to deliver organizational results

Capturing the people-dependent portion of project ROI and benefits




Gaining Buy-in

15

WHAT

Gartner BPM Summit Dec 12, 2014

Prosci Webinar Feb 11, 2015

For your project, estimate the percent of overall results and outcomes that depend on employee adoption and usage:


Gaining Buy-in

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WHAT

For your project, estimate the percent of overall results and outcomes that depend on employee adoption and usage:

CMROI Calculator $25 USD/mo.

Full access, no obligation 14 day trial

Free Trial

Find in Available Resources

Scroll below description to activate your trial

TRIAL AVAILABLE

•  Quantify contribution of adoption and usage by answering four questions with your project teams and leaders

1.  Benefits and objectives? 2.  Relative importance? 3.  How people dependent? 4.  What we get if no one adopts and uses?




“The calculator helps bridge the discussion between what we do and the project results.

“The CMROI Calculator is a valuable tool. It re-frames the conversation around the ‘people dependence’ of

project benefits in a way that is visual and compelling.

It clearly shows the impacts that change management can have and opens up an interesting dialogue

about the role of active and engaged sponsorship.”

As a result, Change Management funding decisions can be tied directly to benefit realization at the scale appropriate for the change initiative.”


WH

Y H

OW

W

HAT

18

Gaining Buy-In


resources



contribution



improvement



Prosci PCT





Best Practice Audit





19

WHY

Projects are the vehicles of improving performance

Current Transition Future

-100

400

900

Organizational Benefits Project Objectives



20

HOW

Direction and guidance

Design Develop Deliver

Embrace Adopt Use

A reason

Healthy projects share similar attributes





21

HOW

Prosci PCT Model



22

WHAT

Concise, purposeful assessment

10 factors for each corner

PCT Assessment





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WHAT

PCT Analyzer Initiate Plan Design Develop Deploy

Assessment Name Date Created Responses L/S PM CM

Initiate 01/01/2015 9 21 17 12

Plan 03/01/2015 8 26 21 18

Design 04/01/2015 7 27 23 21

Develop 06/01/2015 7 28 26 24

Deploy 09/01/2015 8 29 27 26

PCT Analyzer $40 USD/mo.


Free Trial



TRIAL AVAILABLE

Create free account at: portal.prosci.com

� Overall Analysis � Factor Score Breakdown � Analysis of Risk Factors Action steps

Reports



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WHAT

PCT Analyzer

Action Steps based on

4 data points Discussion:

Consequences of a low score: Action steps:

� Analysis of Risk Factors

� Factor Score Breakdown

� Overall Analysis




WH

Y H

OW

W

HAT

25

Gaining Buy-In


resources



contribution



improvement



Prosci PCT





Best Practice Audit



26

WHY

Mitigate Risk Capture people-dependent ROI





27

WHY

15% 44%

76%

94%

0%

100%

Poor Fair Good Excellent

Change Management Effectiveness

Percent who met or exceeded objectives

6x

Increase in likelihood of meeting objectives with excellent change

management

Better change management = Better project outcomes



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HOW

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

Top Contributors to Success – Relationship to Adoption and Usage Copyright © 2014 Prosci Inc. Best Practices in Change Management – 2016 Edition

Defining “Great CM” with Top Contributors to Success Research





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WHAT

eBest Practices Audit Diagnostic driven by

industry-leading research drives

action steps Hardcopy: AUD$585

prosci.com/bp Online in the Prosci Portal



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WHAT

eBest Practices Audit


$30 USD/mo.


Free Trial



TRIAL AVAILABLE

Create free account at: portal.prosci.com

� Overall Results � Results by Contributor � Alert Factors � Your Insights & Comments � See Progress Over Time

Reports




Gaining Buy-In



WH

Y Buy-in leads to commitment and

resources


improvement


HO

W Define the

role and goal of CM clearly



WH

AT


contribution


Prosci PCT


Best Practice Audit

31


Gaining Buy-In



WH


resources


improvement


CMROI Calculator

PCT Analyzer


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Your Virtual Change Management Workbench

Available in the:




Initiate Plan Design Develop Deploy Sustain

33

Project Health

Best Practice Alignment

CMROI Calculation

Adoption contribution

Installation contribution

100%

50%

36%

3-Phase Process

Phase 1: Preparing for

Change

Phase 2: Managing Change

Phase 3: Reinforcing

Change

Empowering Resources applied across the project lifecycle to catalyze adoption, results and value

ADKAR A D K A R


Enabled by industry-leading cloud-based apps in the Prosci Portal

Initiate Plan Design Develop Deploy Sustain

ProjectHealth

Best PracticeAlignment

CMROICalculation

Adoption contribution

Installation contribution

100%

50%

36%

3-‐PhaseProcess

Phase 1:Preparing for

Change

Phase 2:Manag ing Change

Phase 3:Reinforcing Change

ADKAR A D K A R

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Resources organized by “stream” stage

Upstream: Selling CM

Midstream: Doing CM

Downstream: Evaluating CM Elevating CM

My Resources: Tools you have purchased or received through training

Available Resources: Your “app store” of downloadable

and subscription tools

Freesources: Free resources for building change

management knowledge

Navigating Your Portal Homepage

Create your free account: portal.prosci.com

Your Virtual Change Management Workbench

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Available à la carte Or with an “All Access” pass (USD$2000/year)

A Prosci Portal account is free to create with immediate access to Freesources and ability to purchase and subscribe to empowering tool




Your logo here

Your custom suite of tools accessible here

Portal Site Licenses to equip your change agents with empowering tools

Email [email protected] about “Portal Site License”


Upstream CM  CMROI Calculator

 Business Case for CM Template

 Bus Case/CMROI Bundles

 Change Scorecard

 How to Calculate CMROI

 How to Write Bus Case

 Engaging PMs in CM

 Start Talking About What You Deliver

 Five Tenets of CM

 Presenting Value in Context

 Case for CM Your virtual CM workbench Free to create account now

Create a custom site for your change practitioners

http://portal.prosci.com [email protected]

Learn more: http://empower.prosci.com/prosci-portal-information

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Midstream CM  Pilot Pro

 PCT Analyzer

eBest Practices

 ADKAR Dashboard

 CM Blueprint

 CM Tracker Lite

 How to Integrate CM and PM

 Advancing the Discipline

 How to Manage Resistance

 How Leverage the Five Levers

 How to Apply ADKAR

 Prosci Methodology

 Research Expose

 Prosci Methodology Tutorials

 Integrating CM/PM Tutorials

 Roles in CM Tutorials

Downstream CM eBest Practices Audit

 Maturity Model Audit

 ECM Roadmap

 Best Practices Audit (static)

 Future of CM: Data and Trends

 Diagnosing Alignment

 How to Build Change Capabilities

 Determining Your Org Maturity

 Succeeding at Up, Mid, Downstream




Gaining Buy-In



WH


resources


improvement


HO

W Define the

role and goal of CM clearly



WH

AT


contribution


Prosci PCT


Best Practice Audit

39


Where to find today’s slides and recording

40

Being Human Company Linked in Profile – Follow us!

Being Human Pty Ltd page - Like us!

Slideshare.net Search for Being Human Pty Ltd. Slides and recording available.

Search for Being Human Pty Ltd. Recorded version. Follow us!

prosci change management webinar · 2017-06-05 · ebest practices ebest practices audit

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