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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only. Improving Outcomes Through Change Management: Integrating Tools to the PM Lifecycle Session Code: EM15CHG01 Jeralyn Rittenhouse, PMP

Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Page 1: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

“PMI” is a registered trade and service mark of the Project Management Institute, Inc.

©2012 Permission is granted to PMI for PMI® Marketplace use only.

Improving Outcomes Through

Change Management: Integrating

Tools to the PM Lifecycle

Session Code: EM15CHG01

Jeralyn Rittenhouse, PMP

Page 2: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

2

Session Objectives

1. Identify common change resistance challenges

2. Diagnose change resistance utilizing change management

tools

3. Integrate diagnostic tools into project and program

management processes

4. Optimize project and program outcomes by leveraging

common change management tools during the project and

program life cycles to more effectively identify, plan, and

respond to common change resistance challenges

Page 3: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

3

Antibiotics will eventually not work

http://www.ted.com/talks/ramanan_laxminarayan_the_coming_crisis_in_antibiotics

Page 4: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

4

Antibiotics will eventually not work

http://www.ted.com/talks/ramanan_laxminarayan_the_coming_crisis_in_antibiotics

Page 5: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Change resistance and antibiotics

Reactions?

http://www.ted.com/talks/ramanan_laxminarayan_the_coming_crisis_in_antibiotics

Page 6: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Reasons to resist

• Dislike

• Uncertainty/ lack of clarity

• Negative effects on

interests

• Attachments

• Breach of psychological

contract

• Timing/excessive change

• Believes change is

inappropriate

• Experience of previous

change/ how was

managed

Page 7: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Change Management as a practice

• Key assumptions:

– People generally don’t like change

– Resources required

– More organized, more results

– Because people are also generally predictable, you

can create “template” approaches to managing

change

People operate within predictable ranges, you can create “template”

approaches to managing change

Page 8: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

8

Change Management tools

• “Ten Commandments”

– Kanter, Stein and Jick (1992)

• “Ten Keys”

– Pendlebury, Grouard, and Meston

(1998)

• “12 Action Steps”

– Nadler (1998)

• “Transformation Trajectory”

– Taffinder (1998)

• “Nine-Phase Change Process

Model”

– Anderson and Anderson (2001)

• “Step-by-Step Change Model”

– Kirkpatrick (2001)

• “12-Step Framework”

– Mento, Jones and Dimdorfer (2002)

• “RAND’s Six Steps”

– Light (2005)

• “Integrated Model”

– Lepplit (2006)

• ….

Page 9: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Change Managers vs. Program

Managers

• Organization specific

• Often interact/ have a reporting inter-relationship

• HR vs. PM

• Most commonly CMs are the PgM equivalent

Page 10: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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The Four Frame Model

“Organizations are filled with people who have their own

interpretations of what is and what should be happening.

Each version contains a glimmer of truth, but each is a

product of the prejudices and blind spots of its maker”

– Lee Bolman and Terry Deal (2003)

Page 11: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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The Four Frame Model

• Stakeholder perspectives or “frames” assessment

• Ask the stakeholders to describe their organization as a

simile

• Map their interpretation to a frame

• Impacts: resistance planning, expectation

management, and resourcing

Page 12: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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The Four Frame Model

Page 13: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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The Force Field Analysis

Page 14: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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The Force Field Analysis

Page 15: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Six Methods to Manage Resistance

(Kotter and Schlesinger)• Education and Communication – investing heavily in informing people on

the rationale for change (when resistance appears as a result of lack of or

misinformation)

• Participation and Involvement – bringing stakeholders into the change

process more as active participants (when resistance appears to be a

result of being excluded from the process)

• Facilitation and Support – staffing up on emotional and physical/technical

support to aid in the execution of the change (when anxiety or uncertainty

surfaces as reaction to the change)

Page 16: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Six Methods to Manage Resistance

(Kotter and Schlesinger)• Negotiation and Agreement – Incentivising adoption of the change

– particularly helpful when resistant stakeholders are well positioned to

undermine and cause serious issues if their needs are not met

• Manipulation – intentionally limiting information to some stakeholders,

helping with stakeholder buy-in by giving them key roles in the change

process

– often used when the other methods are deemed too time or resourcing

consumptive for the change team

• Explicit and Implicit Coercion – threats of undesirable consequences to

the resistors

– high stakes situations, such as the survival of the organization is in

question if a particular change is not adopted

Page 17: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Integration

http://www.ted.com/talks/ramanan_laxminarayan_the_coming_crisis_in_antibiotics

1. Identify stakeholders

2. Map frames

3. Capture restraining /

driving forces

1. Assign responses

2. Integrate to technical plans

Page 18: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

“PMI” is a registered trade and service mark of the Project Management Institute, Inc.

©2012 Permission is granted to PMI for PMI® Marketplace use only.

Change Requirements

Assess organizational frame Expectations for

communications, level of

engagement

Capture restraining / driving

forces Overt and subversive resistance

Assign a response to each Team alignment – action oriented

Project Planning

Communications Plan

Stakeholder Management

Plan

Risk Matrix

Schedule

Budget

Integration

Page 19: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Closing

• Well planned technical projects / programs can still fail

without taking human factors into account

• Integrating CM tools to support planning and oversight

can increase confidence in outcomes and reduce risk

Page 20: Improving Outcomes Through Change ... - PMI Emerald Coast FL · “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted

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Contact Information

Jeralyn Rittenhouse

[email protected]

+1 808 777 8071

Linkedin.com/jeralynrittenhouse