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Change Workshop: Managing Change to Ensure a Technology Project’s Success March 23, 2016

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Presenters

Sandi Reinardy Managing Director of Gift & Constituent Records University of Wisconsin

Foundation

Smita Vadakekalam

VP of Services Heller Consulting

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About Heller Consulting

Experience Places People Focus 19 Years

1,000+ Clients 2,000+ Projects

San Francisco Chicago New York Boston Austin

40 People: Smart Skilled

Committed

Serve solely nonprofits

All consultants have worked in

nonprofits

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Engagement Strategy •  Marketing Automation •  Taking Engagement Seriously •  CMS Platforms: A Guide for

Nonprofits

CRM •  State of CRM Whitepaper •  Making Your CRM Aspiration a

Reality •  CRMready Workshop •  Engaging Constituents: Your

Strategies and CRM •  Business Intelligence Tools

Review •  Integrated Suites Review

Salesforce •  Fundraising App Review Paper •  NGO Connect: Maximizing its

Potential •  NGO Connect & NPSP:

Choosing the Right Solution for You

•  Advancement Connect: Advancement Solution for Higher Education

More Resources: TeamHeller.com/resources/

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What we would like to cover today:

•  Purpose of change management

•  Best practices and strategies for before, during & after a project

•  Case study: University of Wisconsin

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What is Change Management?

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Poll: What Changes are You Facing?

•  Project Size:

–  Minor system, limited scope

–  Major system

–  Multiple system overhaul

•  Phase:

–  Thinking that things need to

change

–  In the messy middle

–  Live and living in a whole

new world

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A simple definition

Change management: The process, tools and techniques to manage the

people side of change in order to achieve the required business results.

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Quick History

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ADKAR model from PROSCI

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Pre-Project

•  Build awareness for change

•  Build desire for change

•  Build knowledge for change

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Run it like a Campaign

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Communicate the Threat of Not Changing

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WIIFM?

F E E D I N G A M E R I C A / 1 4 /

End State: Spring 2017

BI  Tool  Campaign  

Management  

Donor  Managem

ent  System    

Online  managem

ent  system    

System  B  replaces  System  A  and  provides  central,  CRM  for  ac>ve  cons>tuent  management  

System  C  con>nues  to  process  online  transac>ons,  send  email  and  serve  .org  site  

ECRM  Member

s  

Supply  Chain  /  Service  Desk  

BI/warehouse  are  deployed  to  manage  DM  campaigns  

No  changes  will  be  made  to  the  supply  chain  service  desk  instance  of  X  or  to  those  member  organiza>ons  on  Blackbaud  ECRM  as  an  outcome  of  this  project.  

Lockbox/Caging  Vendor    

G/L  

For the complete slide deck and resources from our sessions at NTC in 2016, please visit

TeamHeller.com/16ntc-slides/

510-841-4222 TeamHeller.com 510-841-4222 TeamHeller.com

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