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Enterprise Change Management
Building the competency to manage change
The slides, PDF file of the slides, the one page handout and the contained content are designed for use with participation in the webinar. Reproduction and distribution without permission are prohibited. If you are interested in distributing this information in your organization, please contact Allison Seabeck at firstname.lastname@example.org email@example.com or 1-970-203-9332.
Prosci © 2011 www.change-management.com 1
Our value proposition:
About Prosci webinars
• • • •
To help organizations build their own internal change management competencies through the development and delivery of tools and methodologies
Our i i l O principles:
Research-based | Holistic | Easy-to-use
Prosci by the numbers:
6 12 66% 2000+ 4000+ 45,000+ Longitudinal studies Years of research Fortune 500 companies Research participants Certified practitioners Registered members
Educational Thought provoking g p Insights into new development New ideas, phraseology, language, and frameworks • Give you at least one hour per week to think about change management Tools or downloads referenced in this free webinar are for webinar educational purposes; reproduction or distribution of these tools in your organization will require additional steps on your part.
Prosci’s channels: • Published products and tools • Web-based tools and applications • Face-to-face training • Train-the-Trainer
Prosci © 2011
Prosci’s target audiences: • Change management specialists • Project teams and leaders • Executives and senior leaders • Managers and supervisors
Contact: Telephone Support – 970-203-9332 Email Support – firstname.lastname@example.org Webinars are presented by Tim Creasey, Prosci Chief Development Officer
Prosci © 2011
Leadership Process Project
• What is ECM • Why ECM
• How ECM
Define future state Define future state Assess current Assess current state state
Engage primary Engage primary sponsor sponsor Form and prepare Form and prepare project team project team Select deployment Select deployment strategy strategy
Build project plan Build project plan Create change Create change management plan management plan Create and present Create and present business case business case Implement integrated Implement integrated plan plan
Prosci © 2011
2007 Fourth ECM Summit May 6-8.com 5 Prosci history 2004 Developed Maturity Model after research with 180 participants 2005 Special section in 2005 benchmarking study (411 participants) Aug 2005 ECM benchmarking study (65 online participants. project management. 2008 Fifth ECM Summit Dec 2008 Special section in 2009 benchmarking study Ongoing Prosci ECM Labs for ECM design teams www.com/ecmlab.htm Prosci © 2011 www. 2006 Second ECM Summit Sept 2006 Released whitepaper.change-management. 2007 Third ECM Summit May 2007 Released ECM Roadmap Oct 2007 Special section in 2007 benchmarking study (426 participants) Oct 30-Nov 1.Setting the stage • Deploying change management is relatively recent phenomenon l ti l t h • Prosci’s inroads into deployment – History and experience with clients – Benchmarking research and data g – Models developed that integrate change management.change-management.change-management. project planning and business case expertise Prosci © 2011 www. 18 interviews) Nov 7-10.com 6 3 . Are you looking to build CM competencies? April 17-19. 2005 First ECM Summit Jan 2006 ECM benchmarking study and whitepaper released June 5-8.
processes.com 8 4 .change-management.change-management.House/Subdivision Framework • Change management is like building a house • ECM is like designing a subdivision – How do we effectively manage the people side of change on one project? Prosci © 2011 – How do we bring change management to our entire organization? 7 www. processes skills and principles for managing the people side of change to achieve the required outcomes of a change project or initiative Prosci © 2011 www.com Base-line What is change management • Change management occurs on the th project or i iti ti l l j t initiative level • Change management is: – the [application of] the set of tools.
p throughout an organization Prosci © 2011 www.com 9 ECM components Common approach.What is ECM • ECM takes change management from a tool that is applied to change initiatives to an organizational competency and source of competitive advantage – Enterprise Change Management is defined by Prosci (after research and analysis) as: the systematic deployment of change management skills. constantly applied From the CEO F h to front-line employees Process and tools Leadership competency p y Strategic capability Flexibility. durability.com 5 .change-management.change-management. tools and processes f g g . core competency 10 Prosci © 2011 www.
arguments. Cumulative benefits of change management 2. active . passive resistance. Cumulative benefits of CM • The better we manage the people side of change the th more likely we are to meet objectives lik l t t bj ti – Correlation data from Prosci and McKinsey research • Avoid negative consequences – Productivity declines. resistance. External drivers demand change management competency (frequency and importance of changes) 4. Increase organizational change capacity and reduce 4 I i i l h i d d impact of change saturation Prosci © 2011 www. p y . employee disengagement. slow adoption.com 11 1.com 12 6 . Benefit of enterprise perspective 3. work-arounds.change-management.Why ECM 1. attrition. divides between "us" and “them” Prosci © 2011 www.change-management.
Benefits of enterprise perspective • Benefit of a common approach – – – – – – Common language Shorter learning curve More consistent application Common and shared resources Opportunity for continuous improvement Prevention of ‘reinventing the wheel’ reinventing wheel • Risks of ad hoc approach – Collision of multiple approaches – Backfire and disengagement Prosci © 2011 www. The story: Cumulative benefits “Effective change management means a higher likelihood of achieving project objectives and return on investment (ROI).1.change-management. effective change management on all projects (read ECM) means a higher likelihood that all changes are more effectively implemented.change-management.com 14 7 .” Prosci © 2011 www.com 13 2.
External drivers • Amount of change on the rise Percent of respondents 50% 40% • Importance of change on the rise • Cost of mismanaging change can not be tolerated Prosci © 2011 30% 20% 10% 0% Decrease significantly Decrease slightly Remain unchanged Increase slightly Increase significantly * 2009 benchmarking study results for expected change in the next two years www.2.” Prosci © 2011 www. but we can be the most effective at becoming flexible and durable when we take an enterprise view – creating a common language. sharing resources language and continuing to improve our approach.com 16 8 .com 15 3.change-management. The story: Enterprise perspective “Applying solid change management on our projects makes us more successful.change-management.
3. The story: External drivers “With extensive change happening right now and expected to continue in the coming years.com 17 4. Increasing change capacity Change saturation Change capacity Culture Change disruption Number of changes History Disruption of each Nature of the change Structure Perceived need for change Change mgmt competency Prosci © 2011 Change management effectiveness www.” Prosci © 2011 www. building the competency to manage change has become a necessity for g g yf growth.change-management.com 18 9 . innovation and survival.change-management.
When we build the organizational competency to manage change.com 20 10 . The story: Change capacity and saturation “Each change that is more effectively managed consumes less of our change capacity.com 19 What is your story? • Why should your organization work to deploy h d l change management and b ild t d build change management competencies? “We as an organization should work to build change management competencies and capabilities because…” _____________________________________ _____________________________________ Prosci © 2011 www.change-management.4. we can actually i t ll increase the capacity f change th it for h the organization can handle.change-management.” Prosci © 2011 www.
finance” + Strategy and compensation Prosci © 2011 www.com 22 11 .Keys for answering “Why ECM?” • Link to your organization’s strategy and mission (where are we going) i i ( h i ) • Link to your audience’s pain points and concerns (what keeps them up at night) “Finance.com Meet objectives On time On budget 21 How ECM • ECM as a change and a project • ECM Deployment Process • ECM Strategy Map Leadership Process Project Structure Skill Vision Strategy Implementation Define future state Define future state Assess current Assess current state state Engage primary Engage primary sponsor sponsor Form and prepare Form and prepare project team project team Select deployment Select deployment strategy strategy Build project plan Build project plan Create change Create change management plan management plan Create and present Create and present business case business case Implement integrated Implement integrated plan plan Prosci © 2011 www.change-management.change-management. finance.
e.change-management. authorizing and sponsoring the project? – What are the ‘nuts and bolts’ of the solution (i.com 23 ECM as a change and a project • “People” components People – Building Awareness for the need for change management – Creating Desire to participate and support change management h t – Build Knowledge and Ability to fulfill roles in change management Prosci © 2011 • “Technical” components Technical – What is the scope? – Who is on the team? – Who is funding.com 12 .ECM as a change and a project • ECM has a current. deploying change management)? 24 www.change-management. transition and future state • Someone must manage the ‘technical’ side of the project and the ‘people’ side of the change Current Transition Future ECM is a change! And a project! Prosci © 2011 www.
Prosci ECM Deployment Process Vision Strategy Implementation Build project plan Engage primary sponsor Define future state Assess current state Form and prepare project team Select deployment strategy Create change management plan Create and present business case Implement integrated plan Prosci © 2011 www.change-management.change-management.com 26 13 .com 25 Prosci ECM Strategy Map Prosci ECM Strategy Map Leadership Process Project • Five different categories of tactics to build ECM in your organization • An effective deployment strategy has balance • U th right mix of Use the i ht i f strategy elements based on your organization and your future state Structure Skill Prosci © 2011 www.
change-management. Prosci © 2011 Leadership Process Project Structure Skill www. Leadership Process Project Structure Skill Prosci © 2011 www.change-management.com 27 Examples of strategy map Prosci ECM Strategy Map HR initiates an educational campaign and then transfers ownership g to internal training group for open enrollment courses.com 28 14 .Examples of strategy map Prosci ECM Strategy Map Require change management plans for every project in excess of $500K e cess o $500 in order to receive funding.
com 29 Examples of strategy map Prosci ECM Strategy Map Create a CM staff group at a corporate level that has ove s g on all oversight o a projects for change management.com 30 15 .change-management. Prosci © 2011 Leadership Process Project Structure Skill www.Examples of strategy map Prosci ECM Strategy Map Integrate change management process elements into the s a da d standard PM process.change-management. Leadership Process Project Structure Skill Prosci © 2011 www.
com 31 Failure modes to avoid 1. Not treating ECM as a project and a change 2.Building your strategy map Prosci ECM Strategy Map Leadership Process ? • Inputs – Your future state – Your current state – Strategies that have worked in your org – Strategies that have not worked in your org ? Project ? Structure ? ? Skill • Output – S of tactics that b Set f i h become activities in your ECM project plan What is your “default” view of ECM? Prosci © 2011 www. Not defining the future state 3.change-management. Not using a multi-faceted approach Current Transition Future Prosci © 2011 www.change-management.com 32 16 .
com/ecmlab.ECM questions to ask yourself Pop quiz Yes No Is there a recognized need for building change management capabilities in the organization? Do you have sponsorship for the ECM effort? Do you have a team to take on the ECM design process? Have you defined the future state? Have you assessed the current state? Have you developed a holistic set of strategies and tactics for moving through the transition state? Are you addressing ECM as both a project and a change? Prosci © 2011 www.change-management.htm One-hour overview call with a Prosci analyst about what ECM is and how your organization will benefit – email email@example.com Learn how to deliver Prosci’s change management training in your organization to build individual competencies www.htm www.change-management.com/change-management-training.com 33 Next steps for building change management capabilities Change management certification The starting point: 3-day program where you learn the principles.com 34 ECM Vision ECM Lab Train-theTrainer Prosci © 2011 17 .com/tutorial-ttt.change-management. process and tools for managing change – “understand what you are deploying” – offered as open enrollment or at your location www.change-management.com with “ECM Vision inquiry” in subject line Instructor-led ECM design session conducted over five two-hour live “ECM Sessions” and “ECM Lab” exercises and activities that your team completes between each session www.
com 18 . most educational learning experience in which I have ever participated. Methodology tools Change Management Toolkit: 3-ring binder with CD-ROM – complete process and set of assessments.change-management.com Best Practices report Best Practices in Change Management (2009 edition): most complete body of knowledge on change management available with benchmarking results and lessons learned from 575 change practitioners 35 Change management certification "Very easily the best. or at your location • Across the globe offerings by Primary Affiliates and Authorized Training Providers “One of the best sessions for business training I have attended. but this one took it to the next necessary step of implementation. and eLearning modules Additional training Onsite programs for: Executives and senior leaders. PDUs and HRCI credits E CEU PDU d dit Open enrollment: offered at locations across the US. “Amazing experience . 36 www. and also around the world by Primary Affiliates At your location: for classes up to 15 participants “Awesome . Managers and supervisors. 24 PDUs from PMI and 19. What I learned at Prosci’s Change Management Program will allow me to transform my organization.Ken M.4 CEUs.” . Earn CEUs.change-management.htm – Offerings of the 3-day certification program: • Several times per month at locations across the United States.change-management.” ECM Lab Instructor-led. Prosci © 2011 “Fantastic program to bring together the project management discipline with a change management methodology.Prosci change management offerings Research-based | Holistic | Easy-to-use Certification 3-day intensive program where you apply the methodology." . Front-line employees New: Train-the-Trainer program teaches you how to deliver Prosci’s change management programs in your organization Prosci © 2011 www.Shelly Z. Well structured methodology for immediate impact.career changing for me. This will jump-start the change!” .com/change-management-training.75 HRCI recertification credits www.Chris T.immediate application on the job!” “The best training class I have had in years.truly one of the most beneficial programs I have ever attended . “Many training sessions only give the theoretical approach. Goes way beyond the strategy and framework and focuses on real world problems and the tools to solve them. Five two-hour sessions with “lab” work your team conducts in between sessions to build your approach. process and tools to a real project as you learn them.Debra Q.” . worksheets and templates Change Management Pilot Pro: online methodology tool with “four-click” access to methodology. distance learning program to develop your Enterprise Change Management strategy and tactics.Keith S. downloadable templates and assessments.” . • Prosci change management public sessions (Tuition: $2100) – 3-day certification program in change management • • • • • • Work on an actual change project from your organization Utilize best practices research with more than 2000 companies worldwide Get input from seasoned executive instructors and fellow classmates "Hit the ground running" with your change management plans when you return Earn 2.
change-management.truly one of the most beneficial programs I have ever attended . “This was the most effective and engaging course I've ever taken. CA area Airlie Center Washington DC area Plantation Inn Tampa.S. Goes way beyond the strategy and framework and focuses on real world problems and the tools to solve them.Lisa S.immediate application on the job!” .htm Courses you can teach following TTT: • Prosci's 3-day program for change management practitioners and project team members • Prosci's 1-day coaching program for managers and supervisors • Prosci's 4 to 6-hour sponsor program for executives and senior leaders • Prosci's 1-day primer for front line Prosci s 1 day front-line employees Topics covered in the 3. FL area Peaceful Valley Ranch Colorado Rocky Mountains “This program absolutely over-delivered my expectations. 37 www.Robin S.com 38 19 .and for a lower cost to your organization.Paul S. See dates at the • Transitions and activities website above. – www. I now feel more prepared and better equipped to do my job. Prosci © 2011 www.” .” .change-management.5 day TTT program: • Philosophy and principles • Success factors Prosci’s TTT program is delivered • Preparing for a course at the Change Management • The big picture Learning Center in Loveland.” ~ Jeff Hiatt President and CEO. Prosci © 2011 “Awesome . • Course facilitation “Companies around the world are building competency in change management to become more flexible in today’s marketplace. Prosci’s Train-the-Trainer program gives you the ability to provide these courses internally . IL area Seascape Resort Monterey Bay. CO • Storytelling each month. IL area Stanley Hotel S l H l Colorado Rocky Mountains Hotel Baker Chicago. so seats are limited.Jennifer J.change-management.com for information about onsite programs Grand Geneva Chicago. I feel that I can truly use this knowledge in my personal and professional life immediately. Prosci Inc. Class size is • Facilitator challenges limited to 5.com Prosci Train-the-Trainer • The goal of Prosci’s Train-the-Trainer (TTT) program is to enable you to facilitate an experience that transforms how someone sees themselves when it comes to managing the people side of change.Change management certification Course locations across the U.com/ttt/index. “The best training class I have had in years.” . Or bring the program to you – email training@prosci.
If you are looking for more detailed descriptions.change-management.com 40 20 .htm for ordering information.com/change-management-toolkit. government and our community ($18. most comprehensive report ever • Lessons-learned and findings from 575 participants from 65 countries • www.change-management.change-management.com and search for “change management” – ADKAR: A model for change in business. checklists and tools.amazon.htm Prosci © 2011 www.htm Prosci © 2011 www.com 39 Reference and research materials • Reference guides – Best Practices in Change Management benchmarking report ($249) • 2009 benchmarking study.95) y ($ ) • The definitive explanation of the ADKAR model and how it can be applied to create successful change • www.change-management.htm – Change management: the people side of change ($18.change-management. visit www. • Resources for developing change management plan – Change Management Toolkit ($349) • Change management principles.95) • Introduction to and foundation in managing the people side of change • www.com/adkar-book.htm – Change Management Pilot Pro 2010 ($449) • Online version of Prosci’s methodology and tools • Updated content with latest best practices and new assessments • www.com/cm-pilot.change-management. process.Resources for applying the Prosci methodology • The following resources were used in the creation of this webinar.com/bookstore.com/best-practices-report. templates and checklists in an easyto-use 3-ring binder with CD-ROM • www.change-management.
change-management.Resources for supporting others • Support for managers and supervisors – Change Management Guide for Managers and Supervisors ($189) • 3-ring binder with detailed guidelines and exercises to help managers support their employees through the change process • www.com/ecmlab.htm – Employee Survival Guide to Change ($14. Prosci has offerings to support organizations who have taken the next step – toward managing the portfolio of change and building change management competencies throughout the organization • Change Portfolio Toolkit ($800) – A structured approach and set of tools for bringing clarity to the portfolio of change.com 41 Enterprise perspectives • In addition to the tools for applying change management on a particular change effort. Use Change Scorecards.com/survival-guide.95) • A handbook to help employees survive and thrive during change with frequently asked questions and tools for managing personal transition • www. Change Heat Maps and the Portfolio Dashboard to better understand and manage the portfolio of change in the organization • www.change-management. call for pricing) • 1-day program full of exercises to apply coaching principles • Executives and senior leaders – Executive briefing (onsite.com 42 21 .com/portfolio-toolkit.htm • ECM Lab ($4000 + $250 per participant for materials) L b i i f i l) – A facilitated design session that helps you and your team create a customized plan for rolling out change management in your organization.change-management. the Group Impact Matrix. call for pricing) • 4 to 6 hour session geared to show senior leaders how they can be successful sponsors of change.com/managers-guide. – Conducted over five “live” sessions with assignments for lab work in between by your ECM team.htm – Coaches training session (onsite.htm Prosci © 2011 www. • www.change-management.change-management. with assessments and application on real changes Prosci © 2011 www.change-management.
change-management.com 970 203 9332.The slides. please contact Allison Seabeck at aseabeck@prosci com or 970-203-9332 aseabeck@prosci. the one page handout and the contained content are designed for use with participation in the webinar. Prosci © 2011 www. PDF file of the slides. If you are interested in distributing this information in your organization. Reproduction and distribution without permission are prohibited.com 43 22 .
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