Prosci How To Maximize The Impact of Your PCT Assessment Slides 2022

How to Maximize the Impact of Your PCT Assessment
www.prosci.com/webinars
How to Maximize the Impact of Your PCT

Assessment – Study Findings
August 24, 2022
Presented by Tim Creasey and Scott Anderson
© Prosci, Inc. All Rights Reserved. 1
Prosci Change Triangle (PCT) Model
• Created in 2006
• Based on client interactions
• A framework that describes the
required elements needed for
initiatives to be successful
• Projects are at risk if any of
the four elements is missing
• A unified value proposition for
delivering successful outcome and Prosci Change Triangle
benefit realization (PCT) Model
© Prosci, Inc. All rights reserved

PCT Model: Critical Aspects for Success
Governance and direction

Decisions and actions
A reason for change
Defined benefits and objectives
Units of measure
People side
Individual and organizational
Technical side Engage, adopt, use
Time, cost, scope
Design, develop, deliver
Study Insights

EXPERIENCED CHANGE PRACTITIONERS

Years of Experience in Percentage of Time on
Change Management Change Management
74%
22%
52%
4%
Study Participant < 1 Year 1‐5 Years > 5 Years

Participants spend 75‐100% of their time
each week on change management
Demographics Number of Projects Managed Yearly

50% 25%
25%
Applications of the PCT Model Study
Format: Live Webinar Study Participants: 126
Date: March 30, 2022 Respondents: 94
Number of Sessions: Two Questions: 52
< 3 Projects 3 to 10 Projects >10 Projects

© Prosci,
© Prosci. All
Inc.Rights Reserved.
All Rights Reserved. 5
What, So What, Now What

What? So What? Now What?
Dialogue and communication are the number one things

1
practitioners value about the PCT Assessment.
2 The PCT Assessment is a versatile, multipurpose tool.
Collaborative, discussion‐based PCT Assessments are nearly

3
2.5x more effective than PCT Assessments completed alone.
The most effective PCT Assessment formats vary for

4
consultants and internal practitioners.
Email is 9x less effective than collaborative formats for
5
conducting PCT Assessments
Project progress is tracked most often with the PCT

6 Assessment at the beginning, at multiple times in the middle,
and at the end of a project.
Key project individuals (project manager or sponsor) are

included 2x more often than full project teams when assessing
7
project health or identifying adaptive actions with the PCT
Assessment.

WHAT? SO WHAT? NOW WHAT?
“What value will the PCT Assessment add to my change work?”
“It is a concrete activity that

opens a communication channel
with project team members”
“Drives excellent discussion with

KEY FINDING #1 sponsors/leaders”
Dialogue and communication are the “Easy to explain to non‐change

management folks”
number one things practitioners
“The ability to start
value about the PCT Assessment, conversations”
followed by aligning stakeholders and
providing project guidance.
“Begins a discussion with

leadership on how to work
together”
“Helps align Sponsor and Project

KEY FINDING #1 Manager on integrating change”
Dialogue and communication are the “The profound impact it can

have to align people and
number one things practitioners functions”
value about the PCT Assessment, “PCT is a great tool to set
followed by aligning stakeholders and expectations with clients and
helps to align the fundamental
providing project guidance. activities for project success”

“Focus on key aspects that

impact change success”
“Framework for me to consider

all key levers”
KEY FINDING #1
“Creates laser focus on the most
Dialogue and communication are the critical actions needed”
number one things practitioners “The way it helped the project

team through the project”
value about the PCT Assessment,
What is one action you can take based on this finding to improve your
ability to lead successful change?
KEY FINDING #1
Dialogue and communication are the

number one things practitioners
value about the PCT Assessment,
10

“What are the best ways for me to use the PCT Assessment?”
Assess Project Health

A point‐in‐time check to
understand the key factors that
contribute to project success
Align Stakeholders
Align stakeholders to the
purposes, goals, and roles of the
KEY FINDING #2
change project
The PCT Assessment is a versatile, Identify Project Risks

Identify project areas that, if not
multipurpose tool for effectively addressed, may place the success
of the project at risk.
solving the common change
challenges of assessing project health,
aligning stakeholders, and identifying
project risks.
11
Track Progress
Monitor the progress of projects
from one point in time to the
next.
Identify Adaptive Actions
Identify gaps in projects and
specific activities to address those
KEY FINDING #2
gaps.
The PCT Assessment is a versatile,

multipurpose tool for effectively
project risks.
12

Track Progress
Monitor the progress of projects
from one point in time to the
next.
Identify Adaptive Actions
Identify gaps in projects and
specific activities to address those
KEY FINDING #2
gaps.
The PCT Assessment is a versatile, Inform Enterprise Change

multipurpose tool for effectively Management Efforts
Understand common patterns for
solving the common change project health across the
organization to unlock insights
challenges of assessing project health, into enterprise strengths and
weaknesses.
project risks.
13
What implications does this finding have for your work?

How might this finding change how you use the PCT Assessment today?
KEY FINDING #2

project risks.
14

KEY FINDING #2

project risks.
15
“What is the best format for conducting PCT Assessments?”
29%
Alone
71%
KEY FINDING #3 Collaborative
Collaborative, discussion‐based PCT

Assessments are nearly 2.5x more
effective than PCT Assessments
completed alone.
(18%; 1 in 5)
BONUS INSIGHT: Aside from the most effective format, which is the most frequently used format?
16


29%
Alone
71%

completed alone.
(18%; 1 in 5)
17
29%
Alone
71%

completed alone.
(18%; 1 in 5)
18

“What is the best format for conducting PCT Assessments if I’m an

external consultant? What if I’m an internal change consultant?”
The most effective format for external consultants
Facilitated Session (Longer/60‐Min)
Facilitated Session (Shorter/30‐Min)
Individual Interviews
Practitioner and Change Team‐Only

KEY FINDING #4
Practitioner‐Only (Myself) Least Effective
The most effective PCT Assessment

The most effective format for internal consultants
formats vary for consultants and
internal practitioners, typically
consisting of 60‐minute and 30‐
minute collaborative sessions, Individual Interviews
respectively. Practitioner‐Only (Myself) Least Effective
19


KEY FINDING #4

20


KEY FINDING #4

21
“Email is convenient, but how well does it work for PCT

Assessments?”
29%
Alone
71%
Email is 9x less effective than

collaborative formats for conducting
PCT Assessments and ranks as the
least frequently used format.
22


29%
Alone
71%

23
29%
Alone
71%

24

“When should I conduct PCT Assessments to track progress?”
KEY FINDING #6
Project progress is tracked most often

with the PCT Assessment at the
beginning, at multiple times in the
middle, and at the end of a project.
25

KEY FINDING #6

26

KEY FINDING #6

27
“Who should I include in the PCT Assessments?”
To Assess Project Health… To Identify Adaptive Actions…
Individuals Individuals
Teams
KEY FINDING #7
Teams
Key project individuals (project
manager or sponsor) are included 2x
more often than full project teams
when assessing project health or
identifying adaptive actions with the
PCT Assessment.
28


Teams
KEY FINDING #7
Teams
PCT Assessment.
29
Teams
KEY FINDING #7
Teams
PCT Assessment.
30

39
31
What, So What, Now What

What? So What? Now What?
Dialogue and communication are the number one things

1
practitioners value about the PCT Assessment.
2 The PCT Assessment is a versatile, multipurpose tool.
Collaborative, discussion‐based PCT Assessments are nearly

3
2.5x more effective than PCT Assessments completed alone.
The most effective PCT Assessment formats vary for

4
consultants and internal practitioners.
Email is 9x less effective than collaborative formats for
5
conducting PCT Assessments
Project progress is tracked most often with the PCT

6 Assessment at the beginning, at multiple times in the middle,
and at the end of a project.
Key project individuals (project manager or sponsor) are

included 2x more often than full project teams when assessing
7
project health or identifying adaptive actions with the PCT
Assessment.
32

Next Steps
Access the Full Report of this Study Next Research Participation Opportunity
• Available in the Research Hub • Topic: “The Top Contributors to Change Success in a
• To learn more, visit Post‐Pandemic World”
https://www.prosci.com/ResearchHub • Date: Late September 2022
• If you are interested in participating, submit your
Chat in Interest in PCT Application Program email on the next slide (your email will not be
shown to everyone)
33
Your global partner for change success

solutions@prosci.com | +1 970 203 9332 |prosci.com
34

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How to Maximize the Impact of Your PCT Assessment

How to Maximize the Impact of Your PCT

© Prosci, Inc. All Rights Reserved. 1

Prosci Change Triangle (PCT) Model

© Prosci, Inc. All Rights Reserved. 2

© Prosci, Inc. All rights reserved

PCT Model: Critical Aspects for Success

Governance and direction

© Prosci, Inc. All Rights Reserved. 3

© Prosci, Inc. All rights reserved

EXPERIENCED CHANGE PRACTITIONERS

Study Participant < 1 Year 1‐5 Years > 5 Years

Demographics Number of Projects Managed Yearly

< 3 Projects 3 to 10 Projects >10 Projects

What, So What, Now What

Dialogue and communication are the number one things

2 The PCT Assessment is a versatile, multipurpose tool.

Collaborative, discussion‐based PCT Assessments are nearly

The most effective PCT Assessment formats vary for

Project progress is tracked most often with the PCT

Key project individuals (project manager or sponsor) are

© Prosci, Inc. All Rights Reserved. 6

© Prosci, Inc. All rights reserved

WHAT? SO WHAT? NOW WHAT?

“What value will the PCT Assessment add to my change work?”

“It is a concrete activity that

“Drives excellent discussion with

Dialogue and communication are the “Easy to explain to non‐change

© Prosci, Inc. All Rights Reserved. 7

WHAT? SO WHAT? NOW WHAT?

“What value will the PCT Assessment add to my change work?”

“Begins a discussion with

“Helps align Sponsor and Project

Dialogue and communication are the “The profound impact it can

© Prosci, Inc. All Rights Reserved. 8

© Prosci, Inc. All rights reserved

WHAT? SO WHAT? NOW WHAT?

“What value will the PCT Assessment add to my change work?”

“Focus on key aspects that

“Framework for me to consider

number one things practitioners “The way it helped the project

© Prosci, Inc. All Rights Reserved. 9

WHAT? SO WHAT? NOW WHAT?

Dialogue and communication are the

© Prosci, Inc. All Rights Reserved. 10

© Prosci, Inc. All rights reserved

WHAT? SO WHAT? NOW WHAT?

Assess Project Health

The PCT Assessment is a versatile, Identify Project Risks

WHAT? SO WHAT? NOW WHAT?

The PCT Assessment is a versatile,

© Prosci, Inc. All rights reserved

WHAT? SO WHAT? NOW WHAT?

The PCT Assessment is a versatile, Inform Enterprise Change

WHAT? SO WHAT? NOW WHAT?

What implications does this finding have for your work?

The PCT Assessment is a versatile,

© Prosci, Inc. All rights reserved

WHAT? SO WHAT? NOW WHAT?

The PCT Assessment is a versatile,

WHAT? SO WHAT? NOW WHAT?

“What is the best format for conducting PCT Assessments?”