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SPENCER THOMAS GROUP Aligning intelligence with business Spencer Thomas Group’s Organizational Change Management (OCM) In order to respond to or meet constant industry, marketplace and regulatory changes, organizations need to continually evolve. Most organizations have learned that any significant change to their processes requires some level of focused change management for success. Baseline change management activities, like training and communication, are not sufficient to drive change at the scale and pace required today. In fact, initiatives that require organizational change often do not achieve sustained success due to a lack of continued support of the new processes or behavior beyond “go-live.” At STG, we advise our clients through effective management of alignment, awareness, training and adoption for all relevant parties and stakeholders involved in the change. Our OCM practice is comprised of seasoned leadership with executive-level OCM expertise and an experienced team of OCM professionals who have built their careers delivering change management services that help clients successfully address the key obstacles to change. This broad, in-depth experience allows us to be focused and efficient in the conduct of our projects and to plan and execute change management initiatives on any scale with unsurpassed speed and agility. Our innovative, integrated OCM services yield superior project results at a lower cost point. STG’s approach to OCM is designed to orchestrate, and make manageable, what would otherwise be a very complex undertaking. In the change process, we provide a defined structure to engage individuals and groups across the enterprise. We craft a thorough strategy and plan, then execute with a methodical approach, enabling companies to manage change with precision and more predicable results. Our View: Organizational Change Management proactively addresses the “people- related” risks that must be managed to achieve a successful implementation. Focus on Issues and Risks Address the “people” issues to promote a successful implementation of major organizational, process and technology programs. Focus on Implementation and Benefit Realization Increase the probability of successful program implementation and accelerate benefit realization by: - Helping leaders reach agreement and common understanding that result in acceptance and unified action - Preparing and equipping managers and employees to thrive in the new environment Focus on Collaborative Processes Create processes that help people accomplish a critical change initiative together across traditional organizational silos. Page 1 Spencer-Thomas.com/OrganizationalChangeManagement [email protected]

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SPENCER THOMAS GROUPAligning intelligence with business™

Spencer Thomas Group’s Organizational Change Management (OCM)In order to respond to or meet constant industry, marketplace and regulatory changes, organizations need to continually evolve. Most organizations have learned that any significant change to their processes requires some level of focused change management for success. Baseline change management activities, like training and communication, are not sufficient to drive change at the scale and pace required today. In fact, initiatives that require organizational change often do not achieve sustained success due to a lack of continued support of the new processes or behavior beyond “go-live.”

At STG, we advise our clients through effective management of alignment, awareness, training and adoption for allrelevant parties and stakeholders involved in the change. Our OCM practice is comprised of seasoned leadership with executive-level OCM expertise and an experienced team of OCM professionals who have built their careers delivering change management services that help clients successfully address the key obstacles to change. This broad, in-depthexperience allows us to be focused and efficient in the conduct of our projects and to plan and execute changemanagement initiatives on any scale with unsurpassed speed and agility. Our innovative, integrated OCM servicesyield superior project results at a lower cost point.

STG’s approach to OCM is designed to orchestrate, and make manageable, what would otherwise be a very complex undertaking. In the change process, we provide a defined structure to engage individuals and groups across the enterprise. We craft a thorough strategy and plan, then execute with a methodical approach, enabling companies to manage change with precision and more predicable results.

Our View: Organizational Change Management proactively addresses the “people- related” risks that must be managed to achieve a successful implementation.

Focus on Issues and RisksAddress the “people” issues to promote a successfulimplementation of major organizational, process andtechnology programs.

Focus on Implementation and Benefit RealizationIncrease the probability of successful programimplementation and accelerate benefit realization by: - Helping leaders reach agreement and common understanding that result in acceptance and unified action - Preparing and equipping managers and employees to thrive in the new environment

Focus on Collaborative ProcessesCreate processes that help people accomplish acritical change initiative together across traditionalorganizational silos.

Page 1 Spencer-Thomas.com/OrganizationalChangeManagement [email protected]

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Our Approach: An effective transition approach mitigates the risks and aligns the organization across the enterprise to successfully implement the changes.

Most Common Risks The STG Solution

Leaders not engaged in the process

Scope is beyond organization’s capability to execute

Employee morale suffers in uncertain environment

Employees confused about new processes

Interruptions of day-to-dayoperations

Simultaneous rollout of otherinitiatives

Groups feel that they have little or no input

Staff not adequately prepared to execute

Pressure to preserve local systems and processes

Recently merged/reorganized organiza-tions requiring complex alignment

Mobilize and Align Leaders to establish agreements on change initiative direction and issues, as well as leverage strengths of individual leaders to facilitate employee adoption of change.

Assess, Manage and Monitor Organizational Risk associatedwith the change initiative.

Engage and Communicate with affected individuals and groups to promote understanding and acceptance through structured, yet creative communications and promotional activities.

Train the Workforce to operate effectively in the new environment through the design and delivery of multi-channel training and activities.Coordinate delivery and manage end-user expectations.

Address Business Readiness Implications by realigning jobs, performance managementmeasures, and organizational structures.

Continued support and performance measurement beyond go-live.

Page 2 Spencer-Thomas.com/OrganizationalChangeManagement [email protected]

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How STG Helps Your Organization AchieveSustained Change

STG uses an integrated framework that provides a proven methodology, coupled with the appropriate tools, templates and experienced professionals to drive OCM work streams across all project phases. The STG OCM framework is based on vast experience of how to effectively manage change to achieve program success across many different types of business transformations. It is the embodiment of organizational change management best practices.

We understand what drives acceptance, adoption and support to new systems and new ways of working, and we translate that knowledge into OCM deliverables that can be tracked, measured and executed.

We maintain a laser-focus on the “people” dimension of large-scale change for a simple reason: to enable program success defined in terms of time, budget, and the realization of business benefits.

We also look at OCM from a financial investment return perspective as well as a process view. Our advanced metrics enable your organization to measure the IRR of your project and delivers enhanced ROI results.

Learn More About Our Unique, Hands-On ApproachFrom organizational alignment to communication, education and program support, STG delivers a total integratedOCM solution to achieve sustainable change.

To learn how Spencer Thomas Group can help your organization with your change initiatives, contact:

Bob Dell Isola

SVP, Services, Spencer Thomas Group

Phone: +1.603.767.1847

[email protected]

Page 3 Spencer-Thomas.com/OrganizationalChangeManagement [email protected]

SPENCER THOMAS GROUPAligning intelligence with business™