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Sponsor’s Role in Sponsor’s Role in Organizational Change Organizational Change Management Projects Management Projects Radhia Benalia November 05, 2014 1

Overview of Role of Sponsor in Change

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Page 1: Overview of Role of Sponsor in Change

Sponsor’s Role in Sponsor’s Role in Organizational Change Organizational Change Management ProjectsManagement Projects

Radhia BenaliaNovember 05, 2014

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Page 2: Overview of Role of Sponsor in Change

Biography

• Radhia Benalia, PhDc, PMP• Certified Green Project Manager• Doctoral Thesis: Success Factors for Executive Sponsorship• Previously Deputy General Manager of Consultancy Firm• Head of Engagement- Global University

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Agenda

• Project Sponsor’s Role and Importance

• Sponsorship: Expectations and Competencies

• Change Management

• Sponsorship in Change Management

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Food for Thought

• “An organization ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage.”- J. Welch

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Introduction

“This is a major project of utmost importance, but it has no budget, no guidelines, no support staff, and it’s due in 15 minutes.

At last, here’s your chance to really impress everyone!”

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How important?

• “The greatest correlation comes from an interesting place; above. Those organizations that have active project/program sponsors on at least 80% of their projects have a success rate of 75%, eleven percentage points higher than the average”. - PMI Pulse of the Profession 2013

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What do Organizations need?

PMI, PMI, Navigating Complexity: A Practice GuideNavigating Complexity: A Practice Guide, 1st Edition, 2014 , 1st Edition, 2014

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Where Projects are Born

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Translator of Strategy

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Dispelling Some Myths

• Myth 1: Any executive manager can be a good project sponsor

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Myth 1: Any executive manager can be a good project sponsor

The sponsor needs to have crystal-clear understanding of the strategy of the business, and he/she needs to be able to clearly convey it to the project manager and to the project team

The sponsor needs to act as the proxy of the business: He/she ensures that the project is aligned with the business strategy, and that it will indeed bring value to the organization.

The sponsor needs to be convinced of the value that this project would drive. Otherwise, how can this person effectively champion the project?

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• Myth 2: The Sponsor does not need to know project management basics.

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Myth 2: The Sponsor does not need to know project management basics.

• The sponsor needs to be educated about basics of project management, its value and challenges, and its measurements of success.

• He/she also needs to be educated about feasibility analysis, risk management and even portfolio management.

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• Myth 3: Project Sponsor is an Executive that does not need to make himself/herself available for the project.

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Myth 3: Project Sponsor is an Executive that does not need to make himself/herself available for the project.

• The project sponsor needs to:• Make himself/herself available often enough to review the

status of the project.

• Check on the morale of the team

• Check that there are no major “noises” that would impact the project in a way that it could lead to failure

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Expectations

• The sponsor is expected to champion the project at all phases, unless it does not bring value to the business. In that case, he/she needs to be ready to cancel the project if it is found that the project’s outcomes will no longer bring added value to the

business.

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Competencies of a Project Sponsor

BUCERO, 2012BUCERO, 2012 17

Page 18: Overview of Role of Sponsor in Change

Sponsor’s Selection Criteria-Checklist

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Change!

• Define Change: Transition from current to future state

• Define Change Management: Change Management is taking a planned and structured approach to align an organization with the change.- Managing Change in Organizations, PMI

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Current to FutureThe Lewin Model

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The Prosci Model

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ADKAR- Prosci Model

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The PMI Change “Model”

Harrison & Nelson, The Sponsor as the Face of Organizational ChangeHarrison & Nelson, The Sponsor as the Face of Organizational Change , Project Management Institute, Inc., 2013. , Project Management Institute, Inc., 2013.

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Inspiration

Scope the change

Create a vision

Drive commitment

Accelerate the transition

Sustain momentum

Adapted from American Express Management Model

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Project Management Institute, Managing Change in Organizations, Project Management Institute, Inc., 2013.

Category of Change

Recipient Difficulty Length of Initiative

Reversibility

First-order change

Procedures – modifications in how work is done

minor short Easily reversed

Second-order change

Policies – doing something significantly different

moderate medium irreversible

Third-order change

Values – rethinking the governing values

very long irreversible

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Driving Change in Context

Project Management Institute, Managing Change in Organizations, Project Management Institute, Inc., 2013.

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What would Good Sponsors of Change be?

IMPORT-ANT

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Interpreters

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Interpreter

• Convey the vision clearly. Make it tangible and accessible.

• Interpret the gaps in the current state and open a dialogue on future state.

• Interpret to the executives the changes and progress within the project.

• Urgency to change current state, invest effort, and be ready to embrace.

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Example: Conveying the Vision

• Make it SERVE!

• Succinct• Evocative• Resonant• With Values• Excellence

• Adapted from West, D. 2010. Project sponsorship. Farnham, Surrey, England: Gower

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Motivators

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Motivate

• Convey a sense of urgency• Survey for motivating factors• Don’t just make assumptions!• Identify change agents early; educate them and

empower them• Reward Enablers• At Closing, ensure to recognize those who adapted

change.

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Planners

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Recognize Planning Elements

• The sponsor doesn’t develop the plan, but he/she needs to ensure the following:

• Does the plan support change objectives?• Does the plan include OCM elements?• Does the plan support transition to operations and

sustainability?• Are there clear KPIs for measuring success?

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Observers and Reviewers

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Observing & ReviewingInitiation Sponsor’s ability and availability

The OrganizationFinding Gaps in Current StateConsult Historical DataPotential Impacts

Planning Review Stakeholder Register and MatrixIdentifying agents of changeCultural Assessment (Reflected in Risk Plan)Review the WBSImplementation Assessment + Mitigation

Executing See Tracking

Monitoring & Controlling Status ReportsAdaptation ResultsTraining Results- Change Acceptance Results

Closing Transition PlanSustainability Plan

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Trackers

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Tracking

• The sponsor should not micro-manage the PM, but keep close tabs on the following:

• Change results as project moves• Is communication effectiveness well measured?• Are recipients receiving sufficient support?• Is there synergy between Project Team and Ops for

transition?• Is a sufficient sample taken?

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ANT-ICIPATORY

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The Role In Short?

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Case Study

41www.flickr.com/martindavis

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Context

• Implementation of New University Management Information System

• Tremendous resistance, especially from older employees

• Recipients from different departments• Admission period was close to begin

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Sponsor’s Role

• Is Motivated

• Got acquainted again with the organization and put on a Sherlock Holmes attitude

• In addition to simple change surveys she promotes change, walks around and collects reactions

• Verified and sometimes challenged assumptions

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Change Survey

• Have you previously complained about bugs in the system?

• If you are given the training required would you agree with the change?

• Who do you want to pair up with in the transition period?

• Open ended questions to share concerns.

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What was done?

• Assessment of “Current” state was done thoroughly.• Established an information station with tech support

that could be reached through Whatsapp.• For the pilot, included recipients from all

departments, including student body.• Trainers and Integrators were hand-picked. They had

to have great communication skills.

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• Frequent meetings were carried out with project team and department heads.

• Transition or Launching ceremony was organized• Helpdesk stayed in a station 3 months after transition to

operations• Extensive communication and engagement

opportunities were given• Continuous feedback was collected• A Powerful mission statement for the change was

communicated throughout the organization

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Conclusion

• Communicate vision for change• Influence and Motivate• Assess organization and impacts thoroughly• Find the gaps and set KPIs to fill the discrepancies• Perform and Promote Extensive Communication• Minimize depth and duration of disruption• Contribute to solid planning of transfer to operations• Sustain the Change

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To Contact me

[email protected]

Le’ts connect on LinkedIn!

https://lb.linkedin.com/in/radhiabenalia

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