2013 change management services
TRANSCRIPT
We recognize that in today’s increasingly competitive environment, organizations are under constant pressure to improve their performance and continually develop their people, processes and tools.
Any time you make changes to your tools and processes, those changes impact multiple stakeholders in your organization’s ecosystem. For example, let’s take the common example of an e-sourcing rollout to a centralized sourcing team. Clearly, this can be a sizable change for the sourcing professionals who must manage events in the tool. Beyond that, we find that many other groups are impacted such as Sourcing Directors, Junior Analysts, Category Stakeholders and Supplier resources.
In order for the rollout of the tool to be truly successful, and for our client organization to reap the full benefits an e-sourcing tool can offer, all of these constituents must undergo a change of behavior. So how do we do it? First, we make sure we understand the requirements of the change. To do this, we typically use the ADKAR method of assessing change. ADKAR is an easy-to-use tool that lets a team
get started quickly on defining the change challenge. ADKAR states that in order for an organization to enact sustained change in the behavior of an individual, the following five objectives must be met:
Awareness of the need for change.
Desire to participate and support the change.
Knowledge of how to change (and what change looks like).
Ability to implement the change on a day-to-day basis.
Reinforcement to keep the change in place.
Using this framework, we map out an organization’s profile, looking to understand how the different roles within an organization will interact with the solution. The ADKAR chart on the next page shows a simplified view of a sourcing organization. In it, you can see how the needs of user roles vary across a sourcing organization:
BravoSolution Change Management Services focuses on understanding the goalsof our customer organizations and then works side by side with them to help them achieve those goals.
Change Management Services Overview
Contact Us 217 N. Jefferson St., Suite 400, Chicago, IL 60661 T: +1 312-373-3100 [email protected] www.bravosolution.com
Notice how this exercise calls out how different people in the same organization can have completely different views and goals for the same e-sourcing project. When we add in additional dimensions, such as multiple business units, multiple cultures, external parties and extended stakeholders, the requirement roadmap becomes more complex. Yet with the ADKAR structure, we can document and understand it.
Once we understand the requirements, we build a change management program that meets the requirements set out in the ADKAR chart. Since this isn’t our first time doing this, BravoSolution has an advantage.
Over the last decade, we have worked with hundreds of thousands of buyers, suppliers and stakeholders, helping them to adopt new tools and processes so they can achieve their sourcing objectives. Through this experience, we’ve learned where customers are most likely to have common change requirements and where they are most likely to be unique.
Our organization is designed to meet those needs. Thus, after we use the ADKAR model to understand the requirements of the organization, we work with the customer to help understand where it makes the most sense to leverage internal resources, partners or BravoSolution resources to support the program.
The chart on the next page shows examples of deliverables we’ve seen deployed in the past to meet the requirements of different parts of the ADKAR chart. The colors show how these deliverables can be grouped into related categories:
Change Management ProcessBravoSolution Adoption Services
2
Simple Sourcing ADKAR Chart:
CPO
Knowledge
Desire
Awareness
Super Users CommodityManagers
Reinforcement
Ability
Sourcing Director
Understandorganizational ROI
Develop competitiveadvantage
Develop solutionbusiness case
DocumentOrg. Impact
Share organizationalsuccess and ROI
Understand businessUnit (BU) ROI
Achieve BU targets
Measure ongoingBU ROI
Monitor andGuide Team
Remove barriersto success andreward success
Understand valueto division
Drive solutionadoption
Optimize usage ofsourcing process
and tools
Support SourcingProjects
Demonstrateadoption progress
Understand value tospecific commodity
AchieveCommodity Targets
Optimize achievementof commodity targets
Effectively executeSourcing Projects
Demonstrate targetachievement
Sample Change Program:
Phase Target Audience SampleDeliverablesStep
Awareness
Sales Phase
Leadership AwarenessBuilding
Business CaseDevelopmet
BU VP
BU VP
MarketingCommunications
AchieveCommodity Targets
Business UnitSizing
BU VPBU Directors
AchieveCommodity Targets
ImplementationPhase
ProjectKick-off Key Users
Standard Kick-off DeckLeadership Boarding KitSuper User Boarding Kit
End UserAwareness End Users
End User Boarding KitsStandard Leadership
Communications
SystemConfiguration Key Users Consulting Support
End UserTraining
Key UsersEnd Users
TransitionSupport Key Users Hand off Form
BravoSolution Teams & the ADKAR Grid:
CPO
Knowledge
Desire
Awareness
Super Users CommodityManagers
Reinforcement
Ability
Sourcing Director
Marketing Communications
Program PresentationsLeadership Boarding Kit Commodity Manager
Boarding Kit
ROI Development Brief
Best-in-Class Sourcing Suite
Leadership Communications
Business Case
Executive Status Report
Ongoing ROIDocumentation
Adoption & SavingsReporting
Capability BriefCommunity Leader
ProgramClassroom & Onliine Training
Community Best Practice SharingCustomer Support & MOC Services
Managed Events
Certification & Rewards
Adoption Reporting Savings Reporting
Super User Boarding Kit
Classroom TrainingOnline Training
System ManualsDesk Reference
OperationalPhase
Adoption Reporting BU Director / VP / Key User Operational ReportsStanding Account Meetings
Savings Tracking BU Director / VP Opportunity PlannerStanding Account Meetings
Skill Management All UsersBlended Learning
Certification &Skill Assessment
Best Practice Sharing Key Users
Key User Support End Users
Community ForumsFAQs
System TemplatesLunch & Learns
BENBravoSolution
Education Network
Contact Us 217 N. Jefferson St., Suite 400, Chicago, IL 60661 T: +1 312-373-3100 [email protected] www.bravosolution.com
Communications & Measurement: Awareness building and group motivation are frequently the best fit for those individuals with established relationships in an organization. This is most commonly done by the customer organization or a partner who was part of the original identification of the project requirements.
Education & Skill Building: For projects based upon the implementation of a tool, much of the responsibility for providing educational content lays with the tool provider. In the case of BravoSolution tools, our Education Services team offers a wide array of classroom training, online training, certification programs and train-the-trainer tools to deploy with any rollout. Many times, we work with a client or partner to localize these materials to the client environment.
Tool Delivery: Delivery of a configured, fully functional tool that supports our customer requirements is a hallmark of the BravoSolution approach.
On-going Support: A critical part of making change permanent is providing on-going support and reinforcement. This typically includes common services such as customer support and adoption reporting. Best-in-Class organizations typically implement a series of adoption and success metrics that can be used to continually monitor and improve tool usage.
Change Management ProcessBravoSolution Adoption Services
3
Simple Sourcing ADKAR Chart:
CPO
Knowledge
Desire
Awareness
Super Users CommodityManagers
Reinforcement
Ability
Sourcing Director
Understandorganizational ROI
Develop competitiveadvantage
Develop solutionbusiness case
DocumentOrg. Impact
Share organizationalsuccess and ROI
Understand businessUnit (BU) ROI
Achieve BU targets
Measure ongoingBU ROI
Monitor andGuide Team
Remove barriersto success andreward success
Understand valueto division
Drive solutionadoption
Optimize usage ofsourcing process
and tools
Support SourcingProjects
Demonstrateadoption progress
Understand value tospecific commodity
AchieveCommodity Targets
Optimize achievementof commodity targets
Effectively executeSourcing Projects
Demonstrate targetachievement
Sample Change Program:
Phase Target Audience SampleDeliverablesStep
Awareness
Sales Phase
Leadership AwarenessBuilding
Business CaseDevelopmet
BU VP
BU VP
MarketingCommunications
AchieveCommodity Targets
Business UnitSizing
BU VPBU Directors
AchieveCommodity Targets
ImplementationPhase
ProjectKick-off Key Users
Standard Kick-off DeckLeadership Boarding KitSuper User Boarding Kit
End UserAwareness End Users
End User Boarding KitsStandard Leadership
Communications
SystemConfiguration Key Users Consulting Support
End UserTraining
Key UsersEnd Users
TransitionSupport Key Users Hand off Form
BravoSolution Teams & the ADKAR Grid:
CPO
Knowledge
Desire
Awareness
Super Users CommodityManagers
Reinforcement
Ability
Sourcing Director
Marketing Communications
Program PresentationsLeadership Boarding Kit Commodity Manager
Boarding Kit
ROI Development Brief
Best-in-Class Sourcing Suite
Leadership Communications
Business Case
Executive Status Report
Ongoing ROIDocumentation
Adoption & SavingsReporting
Capability BriefCommunity Leader
ProgramClassroom & Onliine Training
Community Best Practice SharingCustomer Support & MOC Services
Managed Events
Certification & Rewards
Adoption Reporting Savings Reporting
Super User Boarding Kit
Classroom TrainingOnline Training
System ManualsDesk Reference
OperationalPhase
Adoption Reporting BU Director / VP / Key User Operational ReportsStanding Account Meetings
Savings Tracking BU Director / VP Opportunity PlannerStanding Account Meetings
Skill Management All UsersBlended Learning
Certification &Skill Assessment
Best Practice Sharing Key Users
Key User Support End Users
Community ForumsFAQs
System TemplatesLunch & Learns
BENBravoSolution
Education Network
Contact Us 217 N. Jefferson St., Suite 400, Chicago, IL 60661 T: +1 312-373-3100 [email protected] www.bravosolution.com
Example Rollout ProcessFinally, these deliverables need to be deployed in a programmatic way. In the case of a global rollout of an e-sourcing tool, each business unit might be engaged individually in a program that looks like this:
Sample Change Program:Once this process is defined, and the deliverables are either gathered or assigned to a resource for development, the project team is in a position to estimate the rollout timelines and begin the first phase.
Change Management ProcessBravoSolution Adoption Services
4
Simple Sourcing ADKAR Chart:
CPO
Knowledge
Desire
Awareness
Super Users CommodityManagers
Reinforcement
Ability
Sourcing Director
Understandorganizational ROI
Develop competitiveadvantage
Develop solutionbusiness case
DocumentOrg. Impact
Share organizationalsuccess and ROI
Understand businessUnit (BU) ROI
Achieve BU targets
Measure ongoingBU ROI
Monitor andGuide Team
Remove barriersto success andreward success
Understand valueto division
Drive solutionadoption
Optimize usage ofsourcing process
and tools
Support SourcingProjects
Demonstrateadoption progress
Understand value tospecific commodity
AchieveCommodity Targets
Optimize achievementof commodity targets
Effectively executeSourcing Projects
Demonstrate targetachievement
Sample Change Program:
Phase Target Audience SampleDeliverablesStep
Awareness
Sales Phase
Leadership AwarenessBuilding
Business CaseDevelopmet
BU VP
BU VP
MarketingCommunications
AchieveCommodity Targets
Business UnitSizing
BU VPBU Directors
AchieveCommodity Targets
ImplementationPhase
ProjectKick-off Key Users
Standard Kick-off DeckLeadership Boarding KitSuper User Boarding Kit
End UserAwareness End Users
End User Boarding KitsStandard Leadership
Communications
SystemConfiguration Key Users Consulting Support
End UserTraining
Key UsersEnd Users
TransitionSupport Key Users Hand off Form
BravoSolution Teams & the ADKAR Grid:
CPO
Knowledge
Desire
Awareness
Super Users CommodityManagers
Reinforcement
Ability
Sourcing Director
Marketing Communications
Program PresentationsLeadership Boarding Kit Commodity Manager
Boarding Kit
ROI Development Brief
Best-in-Class Sourcing Suite
Leadership Communications
Business Case
Executive Status Report
Ongoing ROIDocumentation
Adoption & SavingsReporting
Capability BriefCommunity Leader
ProgramClassroom & Onliine Training
Community Best Practice SharingCustomer Support & MOC Services
Managed Events
Certification & Rewards
Adoption Reporting Savings Reporting
Super User Boarding Kit
Classroom TrainingOnline Training
System ManualsDesk Reference
OperationalPhase
Adoption Reporting BU Director / VP / Key User Operational ReportsStanding Account Meetings
Savings Tracking BU Director / VP Opportunity PlannerStanding Account Meetings
Skill Management All UsersBlended Learning
Certification &Skill Assessment
Best Practice Sharing Key Users
Key User Support End Users
Community ForumsFAQs
System TemplatesLunch & Learns
BENBravoSolution
Education Network
Contact Us 217 N. Jefferson St., Suite 400, Chicago, IL 60661 T: +1 312-373-3100 [email protected] www.bravosolution.com