how change management makes your projects stronger

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?


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


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


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


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


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


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


how change management makes your projects stronger

Leadership & Management

project n

change n

users n

project success n

leaders n

project plans n

right n

change readiness assessment