Organizational Change Management - Stoneridge Software...Change is hard\爀䤀眀愀渀琀琀漀...

Organizational Change Management

About the SpeakerEric NewellCEO

Co-founder13-year Microsoft veteran in DynamicsProject management, engagement management, practice leadership support, internal systems architecture Stoneridge: # yearsMicrosoft: # years (if applicable)Total Industry Experience: # years

Email: eric@stoneridgesoftware.com

More about Eric:https://stoneridgesoftware.com/team/eric-newell/

mailto:eric@stoneridgesoftware.com

https://stoneridgesoftware.com/team/eric-newell/

Change

Presenter

Presentation Notes

What’s the first thing people think about when I say change? Change is hard I want to spend some time talking about change both with external parties and internally

Change is Hard

• Not that simple• Patterns are wired into

your brain• Fear is natural

Presenter

Presentation Notes

Your basal ganglia (central part of your brain) is pre-disposed to continue with habits Just think how hard your freshman year of college is – new school, new place to live, no friends, no parents/less rules -> change is thrust upon you Change is hard and change brings fear – let’s talk about change in business – businesses are used to change, so it should be easier right?

In Business, Change Often Fails

• Only 44% of business changes happen on schedule

• Why?• Lack of buy-in• Lack of vision for the future• We underestimate the time it takes to adapt

to change

Presenter

Presentation Notes

Not really – business change is difficult There are different degrees of change – today you use Skype for Biz for calls, tomorrow you use Teams – that’s a change but doesn’t rock your world; implementing a new ERP or CRM system is a substantial change

Business Applications Bring Lots of Change

Software Change

Process Change

People & Role

Change

Presenter

Presentation Notes

Software change is obvious so I’m not going to talk about it Process change is usually underrepresented People and Role change is often not discussed

Process Change

Considerable Change in Projects

Every business process needs to be reviewed during an implementation

Current processes which aren’t following best practices are obvious candidates for change

This is a good opportunity to make a process better while you have to retrain everyone anyway

Business Process Owner

• Must name leaders who can make decisions on processes before starting the project

• Must have authority from leadership and field to make decisions

• Must be able to make good decisions *quickly*

Affected Parties

• Identify who uses the system regularly• Identify the “hidden power” – opinionated people on the team• Look for potential champions for the process change• Make time to talk through changes with key influencers

Steps to Business Process Change

1. Gather feedback from the current users during process reviews2. Analyze the options with key functional experts and make a recommendation to the

business process owner. Outline "labor cost" associate with the process change.3. Business Process Owner makes decision after hearing input from all sides4. Functional team team writes up design5. User community reviews and approves design for usability6. Development team changes code or functional team changes configuration7. Documentation and training developed for the new process8. Establish an enforcement plan - monitoring/auditing - for process adherence9. Train the team and roll out the new process10. Monitor the process to assure people are following it; enforce it if it isn't11. Seek feedback and adjust as necessary and highlight any key changes over time

People Change

How Do People Change during an Implementation?

New Roles During Project

• First timers• Never changed

process before

Different routines

• Day to day work is quite different

• Some things slower

• Some processes require more data

Learning technology

• Not everyone picks it up easily

• One-size fits all training

The Change Curve

Presenter

Presentation Notes

Curve shows the feelings of the team as they go through change Colors represent the tactic to combat those feelings at the time

Change Curve

• Created by Elizabeth Kübler-Ross, a psychiatrist who wrote about dealing with the five stages of grief

Initial Phases

• “Convincing professional such as doctors, lawyers and professors to make fundamental changes in their work practices is difficult because typically they have invested huge amounts of time and resources into their career and are guided by entrenched beliefs and values established during years of indoctrination and training. Often they are passionate about their fields and consider their work more of a “calling” than a job.”

• https://www.researchgate.net/profile/Deone_Zell/publication/211396532_Organizational_Change_as_a_Process_of_Death_Dying_and_Rebirth/links/00b7d518569a326e8c000000.pdf

https://www.researchgate.net/profile/Deone_Zell/publication/211396532_Organizational_Change_as_a_Process_of_Death_Dying_and_Rebirth/links/00b7d518569a326e8c000000.pdf

Combatting Change

Dealing with Challenging Behavior

Using the new system as an

excuse

Agreeing to the changes but not adopting them

Nitpicking every possible thing

Telling colleagues “the project will

never go live”

Shadow IT projects

How to Do Change Management Better

Starting Off Right

Understand how brains work

Have empathy for the changes they are about to experience

Set proper expectations for the end goal upfront

Develop communication plan

Leadership alignment

Understand How Brains Work

• Think about your approach• Encourage long-term thinking

(framing)• Power of storytelling• Prospect theory (people are

loss-averse)

Thinking Fast and Slow – Daniel Kahneman

Heuristics

Anchoring Availability Substitution

Optimism & Loss Aversion Framing Sunk Cost

Presenter

Presentation Notes

Anchoring Main article: Anchoring The "anchoring effect" names our tendency to be influenced by irrelevant numbers. Shown higher/lower numbers, experimental subjects gave higher/lower responses.[3] This is an important concept to have in mind when navigating a negotiation or considering a price. As an example, most people, when asked whether Gandhi was more than 114 years old when he died, will provide a much larger estimate of his age at death than others who were asked whether Gandhi was more or less than 35 years old. Experiments show that our behavior is influenced, much more than we know or want, by the environment of the moment. Availability Main article: Availability heuristic The availability heuristic is a mental shortcut that occurs when people make judgments about the probability of events on the basis of how easy it is to think of examples. The availability heuristic operates on the notion that, "if you can think of it, it must be important." The availability of consequences associated with an action is positively related to perceptions of the magnitude of the consequences of that action. In other words, the easier it is to recall the consequences of something, the greater we perceive these consequences to be. Sometimes, this heuristic is beneficial, but the frequencies at which events come to mind are usually not accurate reflections of the probabilities of such events in real life.[7][8] Substitution Main article: Attribute substitution System 1 is prone to substituting a difficult question with a simpler one. In what Kahneman calls their "best-known and most controversial" experiment, "the Linda problem," subjects were told about an imaginary Linda, young, single, outspoken, and very bright, who, as a student, was deeply concerned with discrimination and social justice. They asked whether it was more probable that Linda is a bank teller or that she is a bank teller and an active feminist. The overwhelming response was that "feminist bank teller" was more likely than "bank teller," violating the laws of probability. (Every feminist bank teller is a bank teller.) In this case System 1 substituted the easier question, "Is Linda a feminist?", dropping the occupation qualifier. An alternative view is that the subjects added an unstated cultural implicature to the effect that the other answer implied an exclusive or (xor), that Linda was not a feminist.[3] Optimism and loss aversion Kahneman writes of a "pervasive optimistic bias", which "may well be the most significant of the cognitive biases." This bias generates the illusion of control, that we have substantial control of our lives. A natural experiment reveals the prevalence of one kind of unwarranted optimism. The planning fallacy is the tendency to overestimate benefits and underestimate costs, impelling people to take on risky projects. In 2002, American kitchen remodeling was expected on average to cost $18,658, but actually cost $38,769.[3] To explain overconfidence, Kahneman introduces the concept he labels What You See Is All There Is (WYSIATI). This theory states that when the mind makes decisions, it deals primarily with Known Knowns, phenomena it has already observed. It rarely considers Known Unknowns, phenomena that it knows to be relevant but about which it has no information. Finally it appears oblivious to the possibility of Unknown Unknowns, unknown phenomena of unknown relevance. He explains that humans fail to take into account complexity and that their understanding of the world consists of a small and necessarily un-representative set of observations. Furthermore, the mind generally does not account for the role of chance and therefore falsely assumes that a future event will mirror a past event. Framing Main article: Framing effect (psychology) Framing is the context in which choices are presented. Experiment: subjects were asked whether they would opt for surgery if the "survival" rate is 90 percent, while others were told that the mortality rate is 10 percent. The first framing increased acceptance, even though the situation was no different. Sunk-cost Main article: Sunk cost fallacy Rather than consider the odds that an incremental investment would produce a positive return, people tend to "throw good money after bad" and continue investing in projects with poor prospects that have already consumed significant resources. In part this is to avoid feelings of regret.

Two Different Approaches to Convince People to Give Up Smoking

“Give people space to explore motivations they already have”

Use Questions, not Lectures

Pre-Suasion

Concept of “Priming” – setting up someone to better receive

your message

Big Concept in Marketing Robert Cialdini’s book –PreSuasion

More concepts on how the brain works in Daniel Kahneman’s

Thinking Fast and Slow

https://www.amazon.com/Pre-Suasion-Revolutionary-Way-Influence-Persuade/dp/1501109804/ref=sr_1_1?crid=2DTSZ0DCWU9N9&keywords=presuasion&qid=1552835392&s=gateway&sprefix=presua%2Caps%2C156&sr=8-1

https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555

Empathy for the Change Coming

Understand that it will be difficult

Communicate the why

throughout the project

Be willing to support them

with additional training

Set proper expectations upfront

Some parts of the system may be slower

We may not replace every annoying, time-consuming task you have today

Some processes may take longer because we are asking for more data

You can do more with data than ever before, but you may not know how to get that information right away

Develop a communication plan

Kickoff meeting –bring in all affected parties

Communicate regularly to the entire

staff

Regular project team

meetings

Regular executive meetings

Write easy to understand updates for the company to read

All meetings need to have agendas with preparation and action items clearly identified

Leadership Alignment

• Importance• Other challenges can be overcome with an aligned leadership team• Without an aligned leadership team, the rest won’t give you the results you seek

• What Does This Mean?• All leadership members are actively supporting the project• All take accountability for their area

• How Do You Achieve?• Culture of accountability within the organization• CEO visibility• Regular meetings/discussions at some level of detail• Leadership pulled into key process change discussions

Mid-Project Keys

Addressing Project

Challenges

Dealing with Push back

Training

Addressing Project Challenges

Possible challenges

• We are not getting a piece of functionality we expected• Something won’t release on-time• This process is going to be more complicated than expected

Doubters will use this as proof they are right

Key is to communicate and be open/upfront about the changes and lay out the new reality and reiterate the benefits

Navigating the Choppy Waters

Using the new system as an

excuse

Agreeing to the changes but not adopting them

Nitpicking every possible thing

Telling colleagues “the project will

never go live”

Shadow IT projects

Presenter

Presentation Notes

Using new system as an excuse – don’t let them – hold people accountable Agreeing to but not adopting change – hold them accountable for their commitments Nitpicking every possible thing – talk to them about their attitude Telling colleagues it will never go live – remind them of the power of a positive attitude Shadow IT projects – IT needs to hold that group accountable

Training

People like systems

they know

Presenter

Presentation Notes

Story of first company

Training – Interactive Sessions

Online LearningDocumentationIn-person trainings

• Basic first• Advanced around go-live

time• Remember not everyone

learns at the same speed

CRPJPDs

Post Go-Live

• Everything will be slower at first• Reports will be hard to find• Security will not be right• Errors will happen

New system reality

• Set reasonable expectations for processing time early on

• Additional support resources from project team, power users and implementation team

How you help

Acceptance

Stoneridge Emphasis

Look for us to invest more in Change mgmt. going forward – starting soon

Additional internal training for our team

What we’re building:• Training strategy plan (template)• Communication strategy plan (template)• OCM survey draft/proposal (template)• Intro to OCM deck to use with client teams and steering committees (template)• OCM Activities/Tool Kit list to consider for our team and/or our clients

OCM Team at Stoneridge

Heike Peters Project Managers

Engagement Managers

Solution Delivery

Managers

Questions?

Organizational Change Management - Stoneridge Software...Change is hard\爀䤀眀愀渀琀琀漀...

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Organizational Change Management - Stoneridge Software...Change is hard\爀䤀 眀愀渀琀 琀漀...

Organizational Change Management - Stoneridge Software...Change is hard\爀䤀眀愀渀琀琀漀...