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How Change Management Makes Your Projects
Stronger
Copyright © 2009-2014 TBO International, LLC. All rights reserved.
Alan Markert
Today’s Focus: Where IT & Business Come Together
n What is Change Management (CM) n How CM enables project success
n The Skills, Knowledge, Resources needed to do CM right n How CM integrates into project plans
n The value of a Change Readiness Assessment n A CM story
2 Copyright © 2009-2014 TBO International, LLC. All rights reserved.
IT Projects Include 3 Types of Changes
n Technology n Business Processes n People & OrganizaJons
Which is the most challenging to manage?
Copyright © 2009-2014 TBO International, LLC. All rights reserved.
Change Management is…
n Where Business and IT come together for Users n The development and execuJon of a plan in which all impacted Users fully understand: • What the project is about • Why the company is doing it • What will be different • How their jobs will change • What training will they need • When this will happen • Who will communicate all of this and how • How Users will be supported to a successful outcome 4
Copyright © 2009-2014 TBO International, LLC. All rights reserved.
CM Skills, Knowledge and Resources to …
n Plan and execute n Skillfully manage preparaJon of Users impacted by change n Interact with, engage leaders n Manage communicaJons n Share lessons-‐learned n Engage others, as a team, who have a strong knowledge of their business disciplines
5 Copyright © 2009-2014 TBO International, LLC. All rights reserved.
CM Enables Project Success by…
n Managing User preparaJon as a project n Engaging leadership at each organizaJonal level so that CM acJviJes are
emphasized and consistent across business user groups
n Including specific change management acJviJes sequenced and aligned with the overall project plan and implementaJon milestones
6 Copyright © 2009-2014 TBO International, LLC. All rights reserved.
CM Integrates into IT Project Phases Project Phase Change Management AcLviLes IniJaJon OrganizaJonal Strategy/Business Case
Stakeholder Analysis OrganizaJonal Impact Assessment Leadership Support Plan
Design and Planning Change Readiness Assessment User/Stakeholder Engagement Plan Design CommunicaJon Plan Design Training Plan Design
ExecuJon (Build and Deploy) Execute User/Stakeholder Engagement Plan Execute CommunicaJon Plan Execute Training Plan
Monitor and Control ConJnue Post-‐deployment CommunicaJons ConJnue and Update Training Transfer ResponsibiliJes to OperaJons/Business Deploy Decommission Plan
Close Wrap up Transfer of ResponsibiliJes Wrap up Decommission Plan
7
Copyright © 2009-2014 TBO International, LLC. All rights reserved.
Value of a Change Readiness Assessment Project: Date:
SAMPLE – SEE FULL VERSION
Bus. Group I What is the Business Group’s current understanding of the project?
What does the Business Group consider to be “wins”?
What behaviors does this group exhibit -‐ show/not show support of the project?
How will we engage them to increase their support?
What acJons do we need to ensure project support from this Business Group?
…
Bus. Group II … … … … … …
8
• IdenJfy User understanding • IdenJfy resistance issues • IdenJfy impact of change for individual business groups • IdenJfy communicaJon and training needs • IdenJfy leadership buy-‐in and support
Copyright © 2009-2014 TBO International, LLC. All rights reserved.
CM is the Car’s Transmission… TransformaLon is the Completed Trip n TransformaJon leadership n ImplementaJon planning and execuJon n Project management, support and administraJon n Training design, development and delivery n Program management n Change management n Process evaluaJon n System development n Strategic planning n OperaJonal planning n Manpower assessments n Business performance analyJcs n Teaching, coaching and ge\ng people to work together
Copyright © 2009-2014 TBO International, LLC. All rights reserved.