ChangeManagement Facilitation Model

Joseph Blockson

Brandon Bolling

Ryan Fox

Meghan Hurley

Matthew Jemilo

Daniel Musilek

Facilitating Effective Change ● Assessment - is change necessary?

● Create a Vision - where is the change leading?

● Planning - how will you get there?

● Implementation - act on the plan.

● Evaluation - was the change successful?

Assessment-Present State

1. Awareness of need for and the impact it brings

2. Assess the situation to determine design requirements.

3. Assess if the organization has the capacity to change

4. Focus-->critical human capital and social infrastructure.

5. Awareness represents:

● understanding nature of change & risk of no change● Why change is happening ● Internal & external drivers that created the need for

change.

Assessment (Continued)

1. Assess infrastructure:○ such as leadership roles○ governance structure○ conditions for success○ support mechanisms

2. Assess the culture-norms:○ collective ways of being○ climate○ social infrastructure,

3. The needed energy source is agility:

● Which is the ability to respond quickly and effectively to a challenge.

Assessment (Continued)

● Create a sense of urgency● Figure out problem & look for opportunity.

● SWOT-Strengths, Weaknesses, Opportunities, Threats

○ Scan environment: internal and external

● Organization needs to be:1. Open to changing2. Have the mindset/behavior to make

change

Goals & Objectives

S.M.A.R.T. Goals

● specific● measureable ● achievable● realistic● time sensitive

- Set direction for organization

- Create high level description of change vision

Desired State

- Visually communicate desired outcome.- this creates buy in from team

- Makes goals & objectives more reachable.- it has become a real image of where

completed goals gets you

Create Coalition- Needs…

- credibility & appropriate skills- energy & support

- Empower the coalition with org power to lead change.

- The success of the change depends on them.

Create Engagement

- It is critical to actively engage with coalition.

- Success effort is dependent on ongoing participation with team.

- Lack of engagement makes fighting counter resistance to change from outsiders and others harder.

PlanTiming and Cooperation

● Timing is everything.

● Everything has to be at the right moment in time

● Employees have to be fully cooperative in order to change

● When they are then it is the right timing to change the organization in order to be better.

PlanStrategy and Prep For Change● After your plan has the right timing and

cooperation, it is time to strategize○ How you are going to implement the change

in the organization?

● In strategizing make sure your organization is prep for change meaning:

○ Resources○ Culture○ Employees Attitude

PlanCommunication and Clarity● In order for change to happen for an organization it has to

be communicated

● When communication is clear throughout the organization, people understand what is going on and what types of change the organization is trying to achieve

● You have to plan to communicate change with communicating your overall vision, mission, and theme.

● ALL THE TIME

Implementation

● Motivate- Make people feel something- Hit their emotions

● Empower Coalition- Create shared values- Share stories to make a

connection

Implementation

● Accountability- Make people believe they are needed- Communicate the importance of their work- Structure work to make end result a part of other

people's work

Implementation● Short-term Wins

- Keep realistic - set times and dates to complete work- Keep specific goals- Know when ST wins are accomplished and

consciously check them off your list

● Rewards- Let people know their work was appreciated- Give incentives to keep morale and confidence- Be personal and intentional when presenting a

reward

EvaluationThe evaluation stage requires reflection and assessment of: ● The change that has occurred● Its effect on the organization● The people involved in the change● The people outside the

organization affected by the change

RetentionAnother element of the evaluation stage is taking steps to retain the change and make it stick. This involves:● Organizational commitment to the change● Putting updated incentives and rewards in place● Regular checkups to make sure no individual or

group is reverting to old ways

Questions to Consider when Evaluating

● Did the organization benefit from the change?● Will the current culture, incentives, and team members’ level of

commitment make the change stick?● Does this change need to be altered or fine tuned?● Are my team members comfortable with the change?● Do we have the proper resources to maintain the change?● How can we continue to improve?

Never stagnate! Complacency destroys greatness!

Conclusion

● Effective change takes:o Time

o Focus

o Flexibility