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Page 1: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Prosci Best Practices in Change Management, 2016 Edition

Top Contributors to Success

®

1

Page 2: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Prosci Research Foundation

9 studies

17 years

4500 participants

What works? What doesn’t?

What to do differently?

0

500

1000

102

1120

1998 2015

Participants

®

2

Page 3: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved. 3

Culture   2015  Global  awareness      

Complementary  roles      Change  Agent  Networks      

Ver<cal  industry  customiza<on      Jus<fying  CM   2013      

Job  roles  and  loca<ons   2011          Advice  for  new  prac<<oners      

Complex  change              Aligning  CM  with  other  disciplines              Measurement  and  metrics   2009              

Integra<ng  CM  and  PM                  Readiness                  

Trends  in  CM                  Reinforcement  and  sustainment   2007                  

Satura<on  and  porNolio  management  Organiza<onal  change  capability    2005                  

Team  member  aPributes                          Resources  and  budgets    2003                          

Resistance  management   2000                              Manager  Role                                  

Greatest  contributors    1998                                  Biggest  obstacles                                      

Methodology                                      Sponsorship                                      

Communica<ons                                      Training                                      

1998  2000  2003  2005  2007  2009  2011  2013  2015  

Building the body of knowledge on change management Evolution of Prosci Research

New topic area Major focus Minor focus

Key

Page 4: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved. 4

THE LARGEST BODY OF RESEARCH IN THE FIELD OF CHANGE MANAGEMENT

TRY A TWO-WEEK FREE TRIAL OF eBEST PRACTICES

Prosci’s comprehensive research allows you to align your change management efforts with industry best practices, optimizing your approach to achieve results. Leverage lessons learned from thousands of change and project leaders.

Access best practices and benchmark data from anywhere through the Prosci eBest Practices. Continually updated, this app contains all of Prosci’s most current and relevant research. Browse all topics to sharpen your change management skills or use the Prosci eBest Practices to find answers to your current questions.

Page 5: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved. 5

What to expect in Prosci’s new 2016

benchmarking report:

New Structure –  Organization –  Intro pages

New Topics –  Culture –  Industry –  Change Agent

Networks …much more…

Page 6: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Organization:

Part Two: Change Management Application

Chapter 4: Motivation and Justification

Motivation Drivers that caused change management to be applied on the project

Par

t

Cha

pter

Sec

tion

Find

ing

6

Page 7: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Report Parts: PART ONE: Current State of Change Management

PART TWO: Change Management Application

PART THREE: Roles in Change Management

PART FOUR: Adapting and Aligning Change Management

7

Page 8: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Page 9: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Top

Contributors To Success

9

Page 10: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Top Contributors to Success

1 Sponsorship

2 Approach

3 Resources

4 Communication

5 Employee Engagement

6 Integration with PM

7 Manager Engagement

1 Sponsorship

2 Approach

3 Resources

4 Integration with PM

5 Employee Engagement

6 Communications

7 Manager Engagement

2013 2015

10

Page 11: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Each Contributor Supports the Goal: Adoption and Usage

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 © 2016 Prosci Inc. Best Practices in Change Management – 2016 Edition

11

Page 12: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

The Goal: Employee Adoption and Usage

12

Page 13: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Transition Current Future

Results  and  Outcomes  Depend  on    Employee  Adoption  and  Usage  

With

cha

nge

man

agem

ent

With

out

= X project benefits created

Current Future Transition

Adoption and usage gets bumpy

Adoption and usage

takes longer

Adoption and usage incomplete

Adoption and usage

not as expected

<X

13

Page 14: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

#1) Sponsorship

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

14

Page 15: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

How Sponsorship Drives Adoption and Usage

Employees look to and listen to senior leaders for direction and commitment

1998 2000 2003 2005 2007 2009 2011 2013 2015

In all 9 of Prosci’s studies, active and visible executive

sponsorship was #1 on the list

by over a 3:1 margin

15

Page 16: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Three Roles of Sponsors

ABCs of Sponsorship #1 Active and visible participation throughout the project #2 Communicate directly with employees #3 Build a coalition of sponsorship

It’s not just signing checks and charters

16

None Slight understanding

Some understanding

Adequate understanding

Complete understanding

6% 19% 33% 30% 12%

0% 20% 40% 60% 80% 100%

58% Sponsor role understanding

reported less than adequate understanding of the sponsor role

Page 17: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Active and visible participation

Build a coalition of support

Communicate directly with employees

ABC Effectiveness Extremely Ineffective

5% 15% 33% 32% 16% 0% 20% 40% 60% 80% 100%

Ineffective Somewhat Effective Effective Extremely

Effective

9% 22% 33% 24% 12% 0% 20% 40% 60% 80% 100%

6% 20% 31% 29% 14% 0% 20% 40% 60% 80% 100%

17

Page 18: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Page 19: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

#2) Approach

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

19

Page 20: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

How Approach Drives Adoption and Usage

To get sufficient Adoption and Usage, we must apply structure and intent

C T F •  Individual transitions, adoption and usage don’t happen by chance

•  Change is a process, and must be

managed like a process

20

Page 21: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Data on Use of Methodology

0%

20%

40%

60%

80%

'03 '05 '07 '09 '11 '13 '15

Percent of participants using a structured approach

0%

20%

40%

60%

80% Used a methodology

Did not use a methodology

44% Provider/Thought-Leader (Prosci)

7% Provider/Thought-Leader (Other)

23% Combo/Hybrid/Mixture

15% Internally Developed

11% Consultant Provided

51%

23%

15%

11%

44%

7%

21

Page 22: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

When to Start Change Management

85%

40%

13% 28%

2% 18%

0% 13%

0% 1%

Should Did

• Proactive (not fire fighting) • “Adoption and usage” from the beginning

Closure Implementation Design Planning Initiation

64% 56% 49% 37% % that met or exceeded objectives

22

0%

Page 23: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Page 24: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Page 25: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

#3) Resources

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

25

Page 26: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

How Resources Drive Adoption and Usage “If it’s not someone’s job, it’s no one’s job”

Advantages with:

• Focus • Single point of contact • Accountability

Risks without:

• Neglected change management

• Lack of coordination • Lack of ownership

and accountability

26

Page 27: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Did the Project Have Dedicated CM Resources?

76% had a dedicated change mgmt resource

0%

20%

40%

60%

80%

“Good” or “Excellent” Change Management

With a dedicated resource Without a dedicated resource

27

Page 28: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Change management resource costs

Training costs

Communication costs

Change management materials

External consultant costs

Event costs

General expenses

Reinforcement and recognition costs

Change management resource costs

Training costs

Communication costs

External consultant costs

Change management materials

Event costs

General expenses

Reinforcement and recognition costs

Resourcing  and  Budgeting

62%

54%

49%

37%

37%

19%

75%

67%

Percent who had component in their budget

28

Page 29: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

#4) Integration with PM

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

29

Page 30: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

How Integration Drives Adoption and Usage

An integrated solution delivers the unified value proposition to deliver results

Design Develop Deliver

Embrace Adopt Use

Current Transition Future

Project management

Change management

+ = success

30

Page 31: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Integrating CM and PM

Project Management

Design, Develop, Deliver Solution Effectively

Solution is Embraced, Adopted and Used Proficiently

Change Management

People Processes Tools

77% Integrated CM & PM

Did

Didn’t

60%

33%

And it mattered:

“Good” or “Excellent” CM

Did Didn’t

Unified Value Proposition

31

Page 32: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Integrating CM and PM

PM CM PM CM

PM CM

CM

PM & CM

21%

14% 22%

37% Collaboration

Cross-training

Define roles and responsibilities

People dimension

32

Page 33: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Integrating CM and PM

PM

CM

PM

CM

Integrate plans

Align timelines

Sequence tasks

Add deliverables 2014 2015

J F M A M J J A S O N D J F M A M J J A S O N D

InitiatePlan

DesignDevelop

Deploy

P1 – Preparing for Change

P2 – Managing Change

P3 – Reinforcing Change

PM

CM

Process dimension

33

Page 34: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Page 35: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

#5) Employee Engagement

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

35

Page 36: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

How Engagement Drives Adoption and Usage

Employees are the ones who have to ultimately “adopt and use” the solution

C T F Andy C T F Becky C T F Charlie C T F Debbie

Engagement and participation increase the likelihood of successful transitions

36

Page 37: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

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

37

Page 38: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Engagement Across the Project Lifecycle

C T F

Definition of how the job will be done differently?

Awareness Understanding Support levels

Acceptance

Engagement Participation

Adoption

Usage Compliance Proficiency Satisfaction

38

Page 39: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Facilitating and Evaluating Engagement

Surveys and Assessments Feedback Systems Observation Monitoring and Tracking Focus Groups and Interviews Errors and Issues

Input opportunities

Communications: Two-way

Sponsor support

Manager support

EVALUATING FACILITATING

39

Page 40: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

#6) Communications

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

40

Page 41: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

How Communications Drive Adoption and Usage

Communications catalyze the required individual transitions by answering questions employees have

Communicated to: Employees Managers Senior leaders Others impacted

Why change? Why now? What if not? WIIFM? How am I impacted? How will it happen?

? 41

Page 42: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Effective Communications Plan

Sends the right message

To the right audience

At the right time

From the right sender

Through the right channel

Most commonly

integrated tool in 2014 study

results

42

Page 43: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Key Messages

1. To employees

2. To managers

3. To executives

Why Details

43

Page 44: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

#7) Middle Management Engagement

Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

44

Page 45: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Page 46: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

©  2009  Prosci  and  Bill  Cigliano

How Middle Managers Drive Adoption and Usage

Middle managers are the closest to where the change comes to life

• Proximity • Relationship • Trust • Operational Knowledge

46

Page 47: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Five Roles of Managers

Effective Ineffective

©  2009  Prosci  and  Bill  Cigliano

1) Communicator

2) Advocate

3) Coach

4) Resistance Manager

5) Liaison

0% 50%

47

Page 48: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Best Practices Audit

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 © 2016 Prosci Inc. Best Practices in Change Management – 2016 Edition

How  are  your  efforts  aligning  with  best  practices  in:    

48

Page 49: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

eBest Practices Audit

7 Top Contributors

Sponsorship

Approach

Resources

Integration with PM

Employee Engagement

Communication

Manager Engagement

+ additional research depth

Web-based diagnostic tool based

on the research

Available now: http://portal.prosci.com

•  Evaluate alignment with best practices

•  Quantify your CM effectiveness

•  Focus on issues that need attention

•  Guidance and direction on most critical activities

•  Evaluate progress over time

•  For all of your projects

49

Page 50: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved. 50

Specific audit statements to determine how your practice aligns with each of the

7 top contributors to success

Example: 1. Sponsorship

Page 51: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Sophisticated, cascading reports

51

Page 52: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Overall score of “best practice alignment”

52

Page 53: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Score for each of the top contributors

53

Page 54: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Alert factors: highest risk that need attention

54

Page 55: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Capture your insights and comments

55

Page 56: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Track multiple projects

56

Page 57: Prosci Webinar: Top Contributors to Change Sucess April 2016

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Track over time (baseline + progress)

57

Page 58: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

“How well are we ‘doing’ change management?”

Research-based diagnostic tool Available now on the Prosci Portal – http://portal.prosci.com

58

7 Top Contributors

Sponsorship

Approach

Resources

Integration with PM

Employee Engagement

Communication

Manager Engagement

Page 59: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Top Contributors Conclusion

59

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 © 2016 Prosci Inc. Best Practices in Change Management – 2016 Edition

Page 60: Prosci Webinar: Top Contributors to Change Sucess April 2016

© Prosci Inc. All rights reserved.

Prosci Best Practices in Change Management, 2016 Edition

Available now!

®

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