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CLICK TO EDIT MASTER TEXT STYLES IMPLEMENTING CHANGE MANAGEMENT AS AN INTEGRAL PART OF PROJECT MANAGEMENT Keith Damon and Ben Roper 2019 TAGITM Annual Conference April 17, 2019

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Page 1: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

IMPLEMENTING CHANGE MANAGEMENT AS AN INTEGRAL PART OF PROJECT MANAGEMENT

Keith Damon and Ben Roper2019 TAGITM Annual ConferenceApril 17, 2019

Page 2: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

1. What is Change Management?

2. Prosci® and its History

3. Why Consider Change Management?

4. Change Management vs. Project Management5. Traits of Project Managers and Change Managers

6. Obstacles to Change

7. Incorporate Change Management into Project Management

8. ADKAR® Model

9. Planning for Change

Agenda

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Page 3: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

At the end of this session, you will:

• Understand the complementary nature of change management and project management

• Appreciate the many advantages of incorporating change management from the initial stages of planning

Objectives

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Page 4: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

• Change management is a process that helps ease organizational transitions. It helps employees understand, commit to, and accept changes in the business environment.

• Change management involves the people sideof change.

What is Change Management?

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Page 5: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

• Research company founded in 1994

• Sponsor of the Change Management Learning Center

• World leader in change management research and product development

• Focused on building internal change management competency

What is Prosci®?

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Page 6: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Prosci® Research History

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1st Change Management Benchmarking Study 102 participants

1998

4th study 411 participants

2005

3rd study 288 participants

2003

2nd study 152 participants

2000

5th study 426 participants

2007

6th study 575 participants

2009

7th study 650 participants

2011

8th study 822 participants

2013

9th study 1120 participants

2015

10th study 1778 participants

2017

Page 7: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Why Consider Change Management? A Majority of Projects are Enterprise-Wide

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Page 8: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Why Consider Change Management? A Majority of Projects Impact Business Processes

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Page 9: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Why Consider Change Management? Most Changes Impact a Large Number of Employees

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Page 10: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

FOCUSTechnical side of moving from current state to future state

Change Management vs. Project Management

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PROCESS• Initiation• Planning• Design• Implementation• Closure

TOOLS• Statement of work• Project charter• Business case • Work breakdown structure• Budget estimation• Resource allocation• Schedule • Tracking

PROCESSOrganizational:• Preparing for change• Managing change• Reinforcing change™

Individual:• ADKAR®

TOOLS• Individual change model• Readiness assessment • Communications plan • Sponsor roadmap• Coaching plan• Resistance management • Training plan• Reinforcement

Project Management

Transition state

Futurestate

Change Management

FOCUS

People side of moving from current state to future state

©Prosci. All Rights Reserved

Current state

Page 11: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Project Manager

üOrganized and delegatesüProject management and best practice

experienceüEncourages team, recognizes

contributionsüMotivates stakeholdersüTime management skillsüConflict resolutionüDemonstrates integrity and accountabilityüEffective communicatorü Inspires leadership

Traits of Project Managers and Change Managers

Change Manager

ü Approachableü Effective coachü Positive and creativeü Institutional knowledgeü Builds employee engagementü Promotes changeü Strong communicatorü Collaborativeü Respected by othersü Invites involvementü Good listener

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Page 12: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Data Supports the Connection Between Change Management and Project Success

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Page 13: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Data Supports the Connection Between Change Management and Project Success

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Page 14: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Data Supports the Connection Between Change Management and Project Success

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Page 15: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

• Limited understanding of the change and its impact

• Change saturation• Poor organizational culture or morale• Failure to gain stakeholder buy-in• Poor or inefficient communication• Inadequate resources• Organizational performance standards• Failed history of change initiatives• Lack of active and visible sponsorship• Lack of middle management support

for the change

Obstacles to Change Management

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Page 16: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

PlanningüProject and change readiness of

the organization

üRisk analysis

üTeams – who are the players and are they ready?

üResources

ManagingüStructure

üRoles and responsibilities

üExecution

ReinforcingüFeedback

How to Incorporate Change Management into Project Management

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Page 17: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

How to Incorporate Change Management into Project Management

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Steering Committee

Sponsor

Project TeamChange

ManagementTeam

Team Structure Example

Page 18: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Prosci® ADKAR® Model

©Prosci. All Rights Reserved 18

Page 19: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Planningü Long capital planning cycles

(18 - 24 months)ü Change is integral to project

successü Consider change management

resources

Budgetingü Consider change management

fundsü Consider funding a project

contingency

Planning for Change

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Page 20: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

“The secret of change is to focus all of your energy, not on fighting the old, but on building the new.”

- Socrates

Change and Change Management

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Page 21: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

Questions

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Page 22: BerryDunn Implementing Change Management · ITIL (F), PMP, Prosci®CCP kdamon@berrydunn.com (603) 518-2603 Ben Roper MBA, CGCIO, Prosci®CCP broper@berrydunn.com (207) 842-8084. Title:

CLICK TO EDIT MASTER TEXT STYLES

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Thank you… contact us any time with questions!

Keith DamonITIL (F), PMP, Prosci ® [email protected](603) 518-2603

Ben RoperMBA, CGCIO, Prosci ® [email protected](207) 842-8084