Introducing the

New Change Management Body of Knowledge

(CMBoK)Raising the standard for

Change Management Professionals

Thursday 6 March 2014 / 13:00 GMT

Presenter: Richard Smith, CMBoK Lead Author

APMG International Webinar

About APMG International

Global examination & accreditation institute

Examination Institute (EI) for the AXELOS Global Best Practice portfolio (ITIL®, PRINCE2®, MSP®, etc)

Extensive portfolio of professional management certification schemes aimed at improving business processes, capability and results

Work with key industry partners (e.g. AXELOS, CMI, DSDM Consortium, IAITAM, IPMA, ISACA, itSMF) to promote best practice

300+ Accredited Training (ATOs) and Consulting (ACOs) organizations with 1500+ approved trainers and consultants

18000+ candidates per month

Full details at www.APMG-International.com

Agenda

Welcome & introduction Mark Constable, APMG International

Introducing the new Change Management Body of KnowledgeRaising the standard for change management professionals Richard Smith

CMBoK Lead Author

Q&A

Further information

Close

Your presenter….

He worked for a range of ‘blue chip’ organizations before establishing a niche consulting practice aimed at releasing potential, equipping leaders and facilitating change. This consulting work has taken him to forty countries across six continents, working with global clients as diverse as Unilever, GKN, Nestlé, Mars and Harvard Business School, as well as with many more local businesses.

Richard is Chief Examiner for APMG’s Change Management certification scheme, and led the authoring team for the first global Change Management Body of Knowledge, written on behalf of the Change Management Institute, which will be discussing during this session.

Richard SmithLead Author of the new CMBoK

Richard’s career has focused on organizational development and related people development issues. This has included both strategic change for organizations and tactical change for individuals and teams.

An interesting choice of subtitle!

Introducing the

New Change Management Body of Knowledge

(CMBoK)Raising the standard for

Change Management Professionals

Introducing the

New Change Management Body of Knowledge

(CMBoK)Raising the standard for

Change Management Professionals

Questions for this webinar:

• Who are the CMI?

• What is a Body of Knowledge?

• Why was the CMBoK written?

• What’s in it?

• Why does it matter?

• How can I use it?

Who are the CMI?

About the CMI

• CMI – an independent, global professional association– promotes excellence in the management of change– sets standards, educates & supports CM practitioners– promotes value of effective Change Management

• Since its foundation in 2005 CMI has developed– Education - developing the capability of change practitioners– Networking - hosting a range of networking opportunities– Accreditation - developing standards and recognising excellence in the

management of change.

• 2008: CM Competency model (basis for accreditation)

• 2012: Organizational Change Management Maturity Model

• 2013 .....

2013: Enter the CMBoK ...

Why was the CMBoK written?

What an organisation

does

What a practitioner

does

What practitioners

know

What practitioners

know2013

2012

2008

How do the Organisational Change Management (OCM)Maturity Model (OCMMM), Change Management Practitioner Competency Model (CMPCM) and the Change Management Body of Knowledge (CMBoK) fit together?

OCMMM - How well are we exploiting OCM to improve the

performance of our organisation?

CMPCM – What should our Change Managers

be doing to enable success of each

change? (Current standards focus mainly

on the project level of the maturity model)

CMBoK – What core and non-core OCM knowledge underpins practice at all

levels of the maturity model?

Organisational Performance + Practitioner Performance + Underpinning knowledge

Note: Entry level competency model currently in development

What is a ‘Body of Knowledge’?

What is a ‘Body of Knowledge’?

• Produced by a professional association

• Describes and defines the knowledge that underpins effective practice of that profession

• The CMBoK:– Identifies key knowledge (structured to make access easier)– Defines and describes that knowledge– Shows relationships between areas of knowledge and practice– Links to valuable reference sources

The CMBoK:

• indicates the scope of the knowledge required to practise effectively as a Change Manager in a range of situations

• provides definitions and descriptions of each knowledge area, including a clear indication of the depth of knowledge required in each area

• offers a reliable, reputable and realistic range of reference sources in which these knowledge areas can be found and studied

• shows how areas of knowledge relate to one another, and to their practical application in the Change Management Institute competence model

How was the CMBoK developed?

• Joint CMI/APMG leadership: team of experienced authors identified,

• Competence model analysed and themes identified– Tentative structure of knowledge proposed, reviewed, amended

– Knowledge areas, knowledge components

– Tracked against each other and against competence model

– Research in all the knowledge areas we had identified

– Key reference sources located and studied

• First draft of CMBoK

• First review process– wide by survey

– deep by review panel

• Revision, rewriting and second review process

• Finalised and published October 2013

What’s in the CMBoK?

CMBoK Knowledge Areas

1. A Change Management Perspective 7. Change Readiness, Planning & Measurement

2. Defining Change 8. Project Management

3. Managing Benefits 9. Education and Learning Support

4. Stakeholder Strategy 10. Facilitation

5. Communication and Engagement 11. Sustaining Systems

6. Change Impact 12. Personal and Professional Management

13. Organizational Considerations

Scope issues for the CMBoK

• The nature of Change Management– The backgrounds of the people– The development of the profession

• Challenges this posed– Range of knowledge required– Decisions on depth and breadth

Change Impactv.

Project managementv.

Process optimisation

Change Readiness, Planning & Measurement Training Finance

“... provides definitions and descriptions of each knowledge area, including a clear indication of the depth of knowledge required in each.”

Structure used for the CMBoK

Knowledge Areas• 13

Knowledge Components• 3-6 per KA• 55 in total

Knowledge Elements• 2-7 per KC• 9-31 per KA• 247 in total

“The knowledge expected of an effective Change Manager is: ...”

Example of how structure works

Knowledge Area Knowledge Component Knowledge Element4. Stakeholder

Strategy

(How to identify and engage stakeholders)

4.2 Stakeholder mapping and strategy

(Developing strategies for engaging with stakeholders)

2. Methods and tools to map and analyse relationships between stakeholders

(Note: 1 of 5 elements)

“The knowledge expected of an effective Change Manager is: ...”

Why does the CMBoK matter?

Why does it matter?

• The first-ever attempt at documenting CM knowledge

• Published by independent professional association (CMI)

• A step towards increasing professionalism of Change Management

• Clearly based on what professional Change Managers really do ...

• ... and what they therefore need to know

• Robust basis for future training and accreditation

A developing resource

• Plans are in hand to maintain the CMBoK

• CMBoK2 is expected in late 2014

• Reviews every two years from 2016, with new editions as needed

• Feedback and comments are welcomed– Details in the CMBoK

– Survey on CMI website soon

• The ‘Book of the BoK’ is due for publication by Kogan Page in November 2014:

“The Effective Change Manager’s Handbook”

How can I use the CMBoK?

CM Professionals

• As basis for self-evaluation

• As structure for CPD

• Provides source of guided reading in less familiar aspects

• To access accreditation by CMI

• To guide preparation for future APMG CM Examinations

Organizations needing CM expertise

• Basis for recruitment of Change professionals

• Structure for training/education of Change professionals

• Basis for selecting Change Management consultants

Education and training providers

• Independent benchmark for syllabus design

• Guidance on range, balance and depth of coverage needed

• Evidence-based link to employers’ needs/expectations

• Suggestions as to relevant reference sources and materials

• Standard against which to examine knowledge

and, for researchers and authors ...

• International reference point for targeting articles and books

• Structure for Change Management research

Case studies

• Major Australian bank – one of their ‘big four’ – bought 100 copies of the CMBoK and are using it as the basis of developing their internal Change Management community. It is also being used to structure the recruitment of new CM resources.

• An independent (and very experienced) CM consultant commented that she now has a ‘very well-thumbed’ copy of the CMBoK, having referred to it a great deal in beginning a major new assignment.

• The same consultant added that the major UK financial governance institution in which she is working have borrowed her CMBoK often. They are basing their Change Management training on its structure and on the references it offers. It has also helped legitimize the importance of human change in a very project-focused culture.

Q & A

• The CMI websitehttps://www.change-management-institute.com/buycmbok

• The APMG bookstore+44 (0)1454 452450 - or -atobookorders@apmgroup.co.uk

• Through Amazon and other bookstores(from late March, in both print and e-book formats)

• Look out for the new Kogan Page book!The Effective Change Manager’s Handbookto be published November 2014 and available for pre-order from June 2014

The CMBoK is available from

Further information

APMG-International website:

www.apmg-international.com

The Change Management Institute

www.change-management-institute.com

APMG Change Management qualification scheme

www.apmg-international.com/ChangeManagement

The Change Management Body of Knowledge:

www.change-management-institute.com/buycmbok

Thank you for attending!

APMG Change Management courses

Background to APMG CM examinations

• APMG began offering a ‘Foundation’ Change Management examination in 2006

[Knowledge and Understanding only]

• This was based on the book:

“Making Sense of Change Management”

• A ‘Practitioner’ paper was introduced late 2009

• Some additional material was added in the form of a “Practitioner Handbook”

[Understanding, application and analysis/evaluation]

APMG CM examination takeup

2006 2007 2008 2009 2010 2011 2012 20130

200

400

600

800

1000

1200

1400

1600

1800

Foundation(5798 to date)Practitioner(2917 to date)

A new dimension from 2013

• The Change Management Institute – a new partnership

• Aim: to develop a professional ‘Body of Knowledge’ for Change Management, as a basis for new professional CM examinations

• Existing CMI materials:– Change Management Competence Model– Organizational CM Maturity Model

• Joint development led to publication of the CMBoK in October 2013

2014 and beyond

• Currently (March 2014) developing examinable material (new book)

“The Effective Change Manager’s Handbook”

• Book to be available from 4th November (pre-order from end of May)

• New suite of examinations to be developed for launch in early 2015

• New examinations will be fully aligned to CMI CMBoK

• Advantages to candidates in achieving CMI accreditation

NOTE: Good transition arrangements for those taking the current Change Management Foundation and Practitioner examinations mean that current course remains attractive through 2014!