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ERP G OLDEN G ATE INITIATIVE O RGANIZATIONAL C HANGE M ANAGEMENT S TRATEGY

Authors: Linda Bu !"#$

Cr#ation Dat#: A%ri" &'('

Last )%dat#d:

Contro" Nu*+#r:

V#rsion: (

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Document Control

Change Record

Date Author Version Change Reference

./(0/&'(' Linda Bu !"#$ (1/(0/&'(' Mi h#""# Russ#"" &

Approvers

Name Position

Mi h#""# Russ#"" SVP2 O%#rations and Su%%"$ Chain2 ERP E3# uti4#S%onsor Mi!# Drinan# Dir# tor o, Produ t Strat#-$2 ERP Pro5# t Mana-#r Linda St#%han Dir# tor2 Hu*an R#sour #s

Distribution

CopyNo.

Name Location

(&6.

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Cont#nts

Document Control........................................................................................................2

Overview......................................................................................................................5

Executive Summary................................................. .5

Vision.........................................................................6Objectives & Bene its............................................... .!"ui#in$ %rinci les......................................................'Sco e........................................................................(

) roac*....................................................................................................................+,

Critical Success -actors...........................................+,%roject nter#e en#encies.......................................++

/ey Or$ani0ational C*an$e 1ana$ement Com onents..............................................+

3ea#ers*i )li$nment an# En$a$ement..................+4Communication.......................................................+4Sta e*ol#er 1obili0ation.........................................+!ole an# Or$ani0ational Desi$n...............................+(Site 7 De artment ea#iness...................................2+

8rainin$ Strate$y.................................................................................................. .....2

8rainin$ Overview....................................... ............2 8rainin$ %rinci les...................................................25Critical Success -actors...........................................261et*o#olo$y............................................................26) roac*.................................................................2()ssum tions............................................................ ,9i$*:3evel Curriculum Desi$n........................... ...... ,is s an# 1iti$ations............................................... +

8rainin$ -acilities........................................ ............ +9i$*:3evel 8rainin$ %roject 8imeline...................... . +oles an# es onsibilities or 8rainin$................... . +

8rainin$ 8eam nteraction.................................... ... 8ar$et )u#ience; ole 1a in$.............................. 8rainin$ Course 1et*o#olo$y.................................. 4 8rainin$ Documentation.......................................... 4< #atin$ 8rainin$ Documentation........................... 4%ost "o:3ive 8rainin$;.............................................. 5Develo ment 8ools.................................................. 5Evaluation 1et*o#s an# 8ools................................. 5

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OC1 -ramewor ......................................................................................................... 6

=or lan................................................................. 6 8ools & 8em lates................................................... !

nstructions & 8ec*ni>ues ................................... ... !Deliverables............................................................ !1easures & Scorecar#............................................. !

Conclusion.................................................................................................................. (

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Overvie An Or-ani7ationa" Chan-# Mana-#*#nt 8OCM9 Strat#-$ is a %roa ti4#2 "on-/t#r* a%%roa hd#si-n#d to a hi#4# a ,utur#/stat# 4ision and is us#d as -uidan # ,or a trans,or*ation initiati4# Itd#s ri+#s what ;i"" +# don# and why to addr#ss th# #$ Or-ani7ationa" Chan-# Mana-#*#nt Co*%on#ntso OCM ?ra*#;or!

This do u*#nt ;i"" %ro4id# a hi-h/"#4#" OCM o4#r4i#; and ;i"" d#s ri+# th# int#-ration o, th#OCM ;or! ;ithin th# "ar-#r %ro5# t o, th# ERP Go"d#n Gat# Initiati4# In addition2 th#r# is aorr#s%ondin- do u*#nt that ,urth#r d#,in#s th# Trainin- Strat#-$ P"ans to #3# ut# th#s#strat#-i#s ;i"" a"so +# d#4#"o%#d in s#%arat# d#"i4#ra+"#s and ;or! %"ans

Th# OCM strat#-$ its#", ;i"" +# us#d ,or ontinu#d -uidan # throu-hout th# ERP Go"d#n Gat#Initiati4# and ;i"" not shi,t in on #%t or 4ision Th# ,"#3i+i"it$ "i#s ;ithin th# #3# ution o, thisstrat#-$@ th# strat#-$ its#", %ro4id#s a ,oundation ,or st#ad$2 "#ar dir# tion throu-hout th#trans,or*ation

!"ecutive #ummary

Th# Or-ani7ationa" Chan-# Mana-#*#nt Strat#-$ d#,in#s th# han-# *ana-#*#nt a%%roa h to+# ado%t#d +$ th# ERP Go"d#n Gat# Initiati4# Th# OCM strat#-$:

o D#,in#s th# o+5# ti4#s to +# *#to Id#nti,i#s and d#s ri+#s th# !#$ o*%on#nts o, or-ani7ationa" han-# *ana-#*#nt to +#

us#d durin- th# %ro5# to Su--#sts ris!s and riti a" su #ss ,a tors to +# ta!#n into a ount at th# ons#t o, th#

initiati4#o D#s ri+#s ho; or-ani7ationa" han-# *ana-#*#nt a ti4iti#s ar# int#-rat#d ;ith oth#r

%ro5# t *ana-#*#nt a ti4iti#s

Su #ss o, th# %ro5# t is +as#d on r# o-ni7in- th# riti a" i*%ortan # o, OCM on "ar-#/s a"#han-# %ro5# ts Th# a%%roa h to +# ta!#n ,u""$ int#-rat#s OCM ;ith s$st#*s and %ro #ssi*%"#*#ntation a ti4iti#s ;hi h is riti a" to %ro5# t su #ss and +#n#,its r#a"i7ation A ,#;i*%ortant %rin i%"#s that ;i"" -uid# our a%%roa h ar# as ,o""o;s:

o Busin#ss trans,or*ation is2 +$ its natur#2 disru%ti4# Th# han-# %ro #ss has th#%ot#ntia" to i*%a t a"" ar#as o, th# #nt#r%ris#2 and as su h has a si-ni,i ant i*%a t on%rodu ti4it$ durin- th# transition %has# This n##ds to +# %roa ti4#"$ and ar#,u""$*ana-#d

o Th# %ur%os# o, an OCM ,ra*#;or! is to a hi#4# hi-h#r ua"it$ and ,ast#r +usin#ss+#n#,its d#"i4#r$ and sustain#d trans,or*ationa" han-# throu-h a s$st#*ati a%%roa hthat #n-a-#s La;son Produ ts "#ad#rs and t#a* *#*+#rs

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o Or-ani7ationa" han-# *ana-#*#nt is a s$st#*ati 2 *#thodi a" a%%roa h to *ana-in-+usin#ss trans,or*ation that addr#ss#s and a"i-ns ;hat n##ds to han-# and ho; toi*%"#*#nt th# han-# *ost #,,# ti4#"$

o Or-ani7ationa" han-# *ana-#*#nt annot +# 4i#;#d %ur#"$ ,ro* a ,un tiona"%#rs%# ti4# Th# su #ss o, th# han-# %ro-ra* r#"i#s on th# a+i"it$ o, th# "#ad#rs tound#rstand that th# han-# has #nt#r%ris# i*%a t

o Or-ani7ationa" han-# *ana-#*#nt is not a s#%arat# str#a* o, ;or! ;ithin th# %ro5# t2+ut rath#r onsists o, 4arious a ti4iti#s that ar# ti-ht"$ int#-rat#d ;ith th# s$st#* and%ro #ss i*%"#*#ntation

o Chan-# i*%"#*#ntation r#%r#s#nts *u"ti%"# st#%s on th# 5ourn#$ and is not th# ,ina"d#stination Th# OCM tra ! ;i"" h#"% our sta!#ho"d#rs *iti-at# do;nsid# %#r,or*an #2transition to # ui"i+riu*2 and r#a h hi-h#r %#r,or*an # and +#n#,its throu-h a ar#,u""$*ana-#d2 int#-rat#d a%%roa h to han-#

o OCM is a dis i%"in#d a%%roa h to %"an and *ana-# th# hu*an r#s%ons# to an$ han-#Th# *#thods to +# us#d ;i"" stri!# a +a"an # +#t;##n o*%"ian # and o**it*#nt

Vision

La;son Produ ts MRO Busin#ss has a 4ision to +# th# "#ad#r in *aint#nan # and r#%airso"utions2 d#"i4#rin- 4a"u# to usto*#rs throu-h th#ir %#o%"#2 %rodu ts so"utions and s#r4i #sThat 4ision is so*#thin- a"" La;son t#a* *#*+#rs shar#2 ;h#th#r th#$ ;or! in sa"#s2 distri+ution#nt#rs2 or h#ad uart#rs This 4ision %aints a %i tur# o, ;hat La;son Produ ts as%ir#s to +# andho; it ;i"" distin-uish its#", in th# *ar!#t%"a #

Th# ERP Go"d#n Gat# Initiati4# is on# o, thr## !#$ strat#-i initiati4#s that ;i"" trans,or* th#MRO +usin#ss and #na+"# th# +usin#ss to a hi#4# its 4ision ?or a"" d#%art*#nts th# ERPGo"d#n Gat# Initiati4# tou h#s2 th# 4ision is a sustainin- ,or # that ;i"" ,o us th# dri4# ,or han-#B$ i*%ro4in- s$st#*s2 %ro #ss#s2 data and #nhan in- th# +usin#ss s!i""s o, our %#o%"#2 La;son;i"" +# a+"# to i*%ro4# or-ani7ationa" %rodu ti4it$2 #,,# ti4#"$ *ana-# o%#ratin- osts andi*%ro4# th# usto*#r #3%#ri#n # ERP2 in turn ;i"" #na+"# La;son to r#a"i7# th# ,u"" +#n#,its o,th# t;o oth#r !#$ strat#-i initiati4#s N#t;or! O%ti*i7ation and Sa"#s Trans,or*ation As su h2ERP is an int#-ra" %art o, #na+"in- th# o4#ra"" 4ision

Vision stat#*#nts ar# us#d to "ari,$ th# -#n#ra" dir# tion o, han-#2 *oti4at# %#o%"# to ta!#a tion in th# ri-ht dir# tion and oordinat# th# a tions o, *an$ %#o%"# Th# +usin#ss 4ision ;asr#at#d +$ "#ad#rshi% to "#ar"$ and si*%"$ o**uni at# stat#*#nts a+out La;son Produ ts,utur# / a d#s ri%tion o, th# ,utur# ;# int#nd to a hi#4# at th# #nd o, our trans,or*ationa" 5ourn#$

As a"r#ad$ indi at#d th# strat#-$ ,or a hi#4in- this 4ision is 6/%ron-#d2 ;ith ERP as a !#$#na+"#r to r#a"i7in- th# ,u"" +#n#,its ,ro* th# oth#r t;o initiati4#s2 Sa"#s Trans,or*ation andN#t;or! O%ti*i7ation

?or ERP2 th# ,o""o;in- strat#-$ and a%%roa h ;#r# d# id#d u%on:

Th# ERP so"ution or# a%a+i"iti#s ;i"" in "ud# ord#r *ana-#*#nt2 ;ar#housin- anddistri+ution2 su%%"$ *ana-#*#nt2 ord#r *ana-#*#nt2 sa"#s %"annin- and a-#ntad*inistration2 %ri in-2 %rodu t *ana-#*#nt2 and *ar!#tin- Enhan #d so"utions ;i""+#tt#r #na+"# th#s# *ost riti a" ,ront "in# ,un tions to %ro4id# +#tt#r 4a"u# to La;sonProdu ts usto*#rs ;hi"# r#du in- ost and i*%ro4in- *ar-ins

Th# +a ! o,,i # su%%ortin- a%a+i"iti#s in "ud# ?inan # and HR that ;i"" #nhan # d# isionsu%%ort and in r#as# %rodu ti4it$ and r#du # osts

Th# #na+"in- in,rastru tur# in "ud#s #nt#r%ris# in,or*ation *ana-#*#nt and r#%ortin-too"s that ;i"" %ro4id# +#tt#r in,or*ation -o4#rnan # and d#"i4#r$2 as ;#"" as *od#rn

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a%%"i ation int#-ration too"s and %orta" t# hno"o-i#s To-#th#r th#s# ;i"" %ro4id# th#,oundations that ;i"" a""o; La;son Produ ts to run th# +usin#ss *or# #,,i i#nt"$ on a da$/to/da$ +asis and dri4# %ro,ita+"# -ro;th ,or th# ,utur#

This strat#-$ a"so d#s ri+#s a ,unda*#nta" shi,t in La;son Produ ts IT %hi"oso%hi#s anda%%roa h#s La;son Produ ts is o**itt#d to ada%tin- +#st %ra ti # %ro #ss#s ;ithinth# ;ho"#sa"# distri+ution industr$2 #na+"#d +$ th# ERP so"ution ;ith *ini*a"usto*i7ation

This strat#-$ %ro4id#s th# "o-i ,or ho; trans,or*ation o, th# +usin#ss throu-h ERP ;i"" +#a hi#4#d

Th# MRO Busin#ss Vision2 th# !#$ strat#-i initiati4#s ,or trans,or*in- th# +usin#ss anda hi#4in- th# 4ision2 and th# strat#-$ and a%%roa h ,or th# Ent#r%ris# R#sour # P"annin-initiati4# ;i"" +# *#ssa-#s that ;i"" +# in or%orat#d into th# ERP Go"d#n Gat# Initiati4#Co**uni ation Strat#-$ and P"an

Ob$ectives % &enefits

Th# ERP initiati4# is th# ,oundation ,or La;son s ,utur# o%#ratin- *od#" Pro4idin- a ,ra*#;or!,or +#st +usin#ss %ra ti #s and a sin-"# sour # o, 4isi+"# data2 ERP ;i"" +# riti a" ,or ,utur#%ro,ita+"# -ro;th o, th# o*%an$ ERP ;i"" su%%ort r#du #d s%#ndin- in IT o4#r ti*#2 i*%ro4#dasso iat# %rodu ti4it$ a ross th# or-ani7ation and i*%ro4# d# ision *a!in- throu-h standardi7#d+usin#ss %ro #ss#s and r#a" ti*# a #ss to #ntra"i7#d data

ERP Go"d#n Gat# Initiati4# B#n#,its: o Enhan # th# usto*#r #3%#ri#n #o I*%ro4# asso iat# %rodu ti4it$o R#du # o%#ratin- #3%#ns#so I*%ro4# ;or!in- a%ita" uti"i7ationo Si*%"i,$ and standardi7# %ro #ss#s ,or La;son Produ ts asso iat#s and usto*#rso Ena+"# %ro,ita+"# -ro;th o, th# +usin#sso R#a"i7# th# ,u"" +#n#,its o, t;o oth#r !#$ strat#-i initiati4#s N#t;or! O%ti*i7ation and

Sa"#s Trans,or*ation

Th# ERP Go"d#n Gat# OCM o+5# ti4# is to in,or*2 *oti4at#2 and %r#%ar# t#a* *#*+#rs ,orhan-# to r#du # %#o%"# or-ani7ation ris!s asso iat#d ;ith +usin#ss trans,or*ation

People'Organi(ation Ris)s

Th# OCM tra ! is riti a" to th# o4#ra"" su #ss o, th# %ro5# t and *iti-at#s th# ,o""o;in- ris!s:

Ris) *+ No clear direction and'or transformation strategy. This nor*a""$ *#ans that th#4ision ,or han-# is not "#ar"$ und#rstood or shar#d +$ th# #ntir# La;son Produ ts audi#n #2and that th#r# is no o*%#""in- +usin#ss as# ,or han-# This ou"d a"so *#an that *o*#ntu*,or han-# is not a hi#4#d or *aintain#d du# to %oor "#ad#rshi%

Ris) ,+ People are un illing to adopt the change. R#sistan # to han-# is o,t#n th# *ain

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Ris) -+ People lac) the competencies to ma)e the change. O,t#n +usin#ss#s "a ! th#int#rna" s!i""s to i*%"#*#nt *a5or han-# Gi4#n that han-# is toda$ a onstant #"#*#nt o,+usin#ss "i,#2 hirin- onsu"tants isn t #nou-h to trans,or* th# or-ani7ation su #ss,u""$@ a uirin-th# r# uir#d s!i""s is n# #ssar$ to sustain th# d#sir#d han-#s and ontinua""$ ada%t in th# "on-t#r*

Ris) + Organi(ational barriers to change. Chan-#s to %arts o, th# +usin#ss ar# o,t#n notr#,"# t#d in han-#s to th# 5o+ ro"#s2 or-ani7ation and -o4#rnan # stru tur#s2 ;hi h r#*ainuna"i-n#d to th# n#; 4ision and strat#-$

Ris) /+ La son Products human resources support strategy does not support thechange. P#r,or*an # *ana-#*#nt and r#;ard s$st#*s ar# o,t#n ina%%ro%riat# to sustain th#d#sir#d %#r,or*an # u"tur# and +#ha4iors2 so th# han-# is not ,u""$ i*%"#*#nt#d and has no"on-/t#r* sustaina+i"it$

Ris) 0+ Organi(ation1s Capacity for Change+ Challenge is // years of the ay La son hasdone business. ?ai"ur# to i*%"#*#nt stron- +usin#ss s%onsorshi% and a +usin#ss han-#

n#t;or! a"on- ;ith a stru tur#d Or-ani7ationa" Chan-# Mana-#*#nt *#thodo"o-$ and too"s

2uiding Principles

Th#r# ar# thr## %ri*ar$ -uidin- %rin i%"#s o, OCM that th# ERP Go"d#n Gat# OCM t#a* ;i"" us#to -uid# th# ;or! to +# o*%"#t#d Th#$ ar#:

Change 3anagement is a process4 not a function.

Co**uni ation2 or-ani7ation a"i-n*#nt2 ro"# d#si-n and id#nti,i ation o, i*%a ts ar# #*+#dd#d;ithin th# %ro #ss o, han-# and ar# thin-s that a"" t#a* *#*+#rs ar# in4o"4#d in as a natura"as%# t o, th#ir ;or! Th# Or-ani7ationa" Chan-# Mana-#*#nt tra ! o, th# ERP Go"d#n Gat#Initiati4# ;i"" h#"% oordinat# and or h#strat# th#s# ar#as and ,a i"itat# th# id#nti,i ation and*iti-ation o, issu#s throu-hout th# %ro5# t "i,# $ "#5he business must o n the solution.

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#cope

Th# ERP Go"d#n Gat# OCM s o%# in "ud#s th# ,o""o;in- !#$ onstitu#nts: ERP Go"d#n Gat#%ro5# t t#a*2 #3t#nd#d %ro5# t t#a*2 th# indi4idua" d#%art*#nts a,,# t#d2 th# #ntir# La;sonProdu ts #nt#r%ris#2 usto*#r and 4#ndors ?or #a h OCM o*%on#nt2 th# t#a* ;i"" tai"or th#;or! to addr#ss th# s%# i,i n##ds o, #a h o, th#s# onstitu#nts

Th# OCM s o%# o, ;or! ,or th# ERP Go"d#n Gat# Initiati4# is to d#4#"o% strat#-i#s and,ra*#;or!s to #3# ut# on #a h OCM o*%on#nt As th# OCM strat#-$2 *#thodo"o-$ and,ra*#;or! ar# d#si-n#d to su%%ort th# ERP Go"d#n Gat# Initiati4#2 th#$ a"so r#at# an int#rna"han-# a%a+i"it$ ,or La;son Produ ts As %art o, th# %ro5# t2 th# OCM t#a* ;i"" tai"or th#,ra*#;or!s to *##t th# s%# i,i n##ds o, th# ERP Pro5# t and +ui"d a sustaina+"# *od#" that ;i""ontinu# to su%%ort th# on/-oin- han-# initiati4#s that La;son Produ ts i*%"#*#nts

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Approach

Critical #uccess 8actors

Th# ,a tors +$ ;hi h ;# ;i"" *#asur# our su #ss ar# d#s ri+#d +#"o;:

#hared vision and strategy. It is i*%ortant to #nsur# that #4#r$on# in4o"4#d in th#han-# #,,ort is *o4in- in th# sa*# dir# tion a "#ar"$ arti u"at#d a-#nda ,or han-# n##dsto #3ist a ross th# ;ho"# o, th# or-ani7ation Th# 4ision ,or th# or-ani7ation n##ds to +#o**uni at#d "#ar"$ This shou"d ,o us +oth on th# +#n#,its ,or th# #ntir# or-ani7ation andth# FII?M 8Fhat s In It ?or M#9 ,or #*%"o$##s a,,# t#d +$ th# han-#

Leaders engaged and aligned. L#ad#rs at a"" "#4#"s ;ithin th# or-ani7ation n##d to +#o**itt#d to and 4isi+"$ su%%ort th# 4ision and han-# %ro #ss throu-h +oth ;ords anda tion L#ad#rs *ust +# s##n to

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stru tur# It is 4#r$ i*%ortant that an$ n#; stru tur# is ,u""$ a"i-n#d to %ro #ss#s that su%%ortnot on"$ th# ,utur# 4ision +ut a"so su%%ort th# r# uir#*#nt o, -r#at#r int#-ration a rossLa;son Produ ts Th# OCM t#a* ;i"" h#"% to id#nti,$ su h %ro #ss#s in th# +ui"din- and r#/d#si-nin- o, th# n#; 5o+ ro"#s and an$ or-ani7ation d#si-n han-#s2 "#adin- to ,ast#r and*or# su #ss,u" i*%"#*#ntation

6People processes7 updated. A si-ni,i ant o+sta "# to sustaina+"# and su #ss,u"i*%"#*#ntation o, th# han-# 4ision is th# "a ! o, a"i-n*#nt in th# r#;ard and r# o-nitions$st#*s and th# und#r"$in- %#r,or*an # *ana-#*#nt ,ra*#;or! that su%%orts th#*

A"i-nin- th#s# s$st#*s to r#,"# t th# d#sir#d s#t o, 4a"u#s and +#ha4iors in th# n#;or-ani7ation is #ss#ntia" to su #ss,u" and "on-/"astin- han-#

Culture and behavior gaps addressed. Cu"tur# han-# *ust +# addr#ss#d as anint#-ra" %art o, a han-# *ana-#*#nt %ro-ra* Th# o+5# ti4# is to a"i-n u"tur# and+#ha4iors to d#"i4#r th# 4ision Cu"tur# *#ans di,,#r#nt thin-s to di,,#r#nt %#o%"#2 +ut is *ostsi*%"$ Th# ;a$ ;# do thin-s around h#r# Th#r# ar# ,our !#$ "#4#rs that dri4# or%orat#u"tur#:

o S$*+o"s: It#*s ;hi h tri--#r a s#ns# o, +#"on-in- or %ur%os#2 and ;hi h an +#us#d to i*%"$ und#r"$in- or-ani7ation %rin i%"#s

o B#ha4ior: Th# ;a$ in ;hi h #*%"o$##s ar# tr#at#d and tr#at oth#rs2 and th#irattitud# to th#ir ro"#s and to th# ;id#r or-ani7ation

o R#;ard and *#asur#*#nt: Th# +#n#,its r# #i4#d ,or %#r,or*in- as n##d#din "udin- +oth tan-i+"# and intan-i+"# and ho; th#$ ar# a""o at#d

o Busin#ss ont#3t: Ho; an #*%"o$## s ro"# r#"at#s to a ;id#r %#rs%# ti4# ;ithinth# or-ani7ation

B$ %ro/a ti4#"$ *ana-in- th#s# riti a" su #ss ,a tors o, i*%"#*#ntation2 ,ai"ur# is -r#at"$r#du #d

Th# OCM T#a* is o**itt#d to a+id# +$ th# *ana-#*#nt o, th#s# Criti a" Su #ss ?a torsthrou-hout a"" %has#s o, th# %ro5# t

Pro$ect

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A"" %ro5# t tra !s2 in "udin- th# OCM tra !2 ;i"" *aintain 4isi+i"it$ to road*a% *ana-#*#nt to%i sTh#s# int#rd#%#nd#n i#s and strat#-i#s *ust +# *ana-#d ,ro* a %ro5# t *ana-#*#nt andhan-# *ana-#*#nt %#rs%# ti4# as th#$ *a$ ha4# si-ni,i ant i*%a t on th# #nt#r%ris#

Con,id#ntia" Pa-# (&

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=ey Organi(ational Change 3anagement ComponentsPr#4ious"$2 this do u*#nt out"in#d th# +road a%%roa h to Or-ani7ationa" Chan-# Mana-#*#nt,or th# ERP Go"d#n Gat# Initiati4# Th# s h#*ati +#"o; i""ustrat#s th# a%%roa h at a hi-h "#4#"2and s%# i,i a""$ hi-h"i-hts th# o*%on#nt %ortion on th# i*a-# Th# OCM Co*%on#nts in "ud#din th# ERP Go"d#n Gat# Initiati4# OCM Strat#-$ in "ud#:

o L#ad#rshi% A"i-n*#nto Co**uni ationso Sta!#ho"d#r Mo+i"i7ationo Ro"# and Or-ani7ation D#si-no Sit# D#%art*#nt R#adin#sso Trainin-

Co*%on#nts ar# "o-i a" -rou%in-s o, ;or! that ar# d#"i4#r#d as an int#-rat#d so"ution a%%roa hTh# %ur%os# o, +und"in- ;or! in o*%on#nts is to #,,i i#nt"$ or-ani7#2 *ana-#2 and a"i-n th#;or! and r#sour #s

Con,id#ntia" Pa-# (6

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Leadership Alignment and !ngagement

L#ad#rshi% A"i-n*#nt J En-a-#*#nt +ui"ds riti a" *ass ;ith !#$ "#ad#rs in sharin- a o**on

4ision and strat#-$ ,or th# %ro5# t@ as ;#"" as d#,inin- "#ar"$ arti u"at#d o+5# ti4#s2 +#n#,its anddir# tion L#ad#rshi% A"i-n*#nt r#su"ts in a o**on strat#-$ and #*%hasis at th# to% o, th#or-ani7ation that %ro4id#s su%%ort ,or han-#2 and a "#ar s#ns# o, 4ision and dir# tion Th# !#$to an$ su #ss,u" trans,or*ation starts and #nds ;ith L#ad#rshi% that is a"i-n#d and #n-a-#do4#r th# "on- hau" A ,o us is n##d#d on d#4#"o%in- a -uidin- oa"ition that #sta+"ish#s "#ara ounta+i"it$ and r#s%onsi+i"iti#s ,or i*%"#*#ntin- th# han-#2 and s#t strat#-i#s ,or #n"istin-su%%ort 8# - on,ir* that th# ri-ht %#o%"# ar# a ti4#"$ in4o"4#d in d#4#"o%in- so"utions and +#in-in,or*#d o, d# isions and out o*#s at th# ri-ht ti*#9 Additiona" ,o us is r# uir#d to h#"% !#$"#ad#rs und#rstand th#ir ro"# in th# %ro5# t s su #ss as th#$ ha*%ion th# aus# ,or han-#

Our a%%roa h #ntai"s so"i itin- in%ut ,ro* a +road#r -rou% o, +usin#ss "#ad#rs to -au-# th#irund#rstandin- o, and o**it*#nt to th# %ro5# t s 4ision2 o+5# ti4#s and +#n#,its@ as ;#"" as th#irindi4idua" ro"# in h#"%in- *a!# th# %ro5# t a su #ss In addition2 ;# un o4#r anti i%at#d han-#*ana-#*#nt ha""#n-#s and th# "#ad#r s su--#stions ,or *iti-atin- th#s# ha""#n-#s Oura%%roa h in "ud#s a 6' *inut# to ' *inut# ,o us#d int#r4i#; usin- a stru tur#d u#stionnair#that -uid#s th# on#/on/on# int#r4i#;s Th# int#r4i#;##s o**#nts ;i"" +# o*%i"#d andsu**ari7#d in an E3# uti4# A"i-n*#nt R#%ort and P"an ,or r#4i#; +$ th# Pro5# t Mana-#r andth# Pro5# t S%onsor Th# %"an d#s ri+#s th# a ti4iti#s2 ti*#"in#s2 ro"#s and r#s%onsi+i"iti#sr# uir#d to "os# an$ -a%s in "#ad#rs und#rstandin- or o**it*#nt

Communication

Co**uni atin- i*%a ts o, han-# and +#n#,its to th# +usin#ss and t#a* *#*+#rs +oth,a i"itat#s han-# and #n oura-#s sta!#ho"d#r o**it*#nt Co**uni ation %ro4id#s a o**onund#rstandin- o, th# n##d and +usin#ss dri4#rs ,or th# %ro5# t ?urth#r*or#2 o**uni ation,a i"itat#s a #%tan # o, th# i*%a ts asso iat#d ;ith th# so"utionsTh# ,o""o;in- riti a" su #ss ,a tors ;i"" -uid# o**uni ation a ti4iti#s:

D#"i4#r *#ssa-#s on a timely +asis +$ trust#d indi4idua"s 8# - 2 *ana-#rs2 not 5ust#3# uti4#s9@

D#"i4#r consistent *#ssa-#s a ross th# or-ani7ation@

Leverage #3istin- hann#"s ,or o**uni ation ;h#n %ossi+"#@

Diversify th# d#"i4#r$ o, o**uni ation throu-h a 4ari#t$ or hann#"s and 4#hi "#s to*##t th# n##ds o, di4#rs# sta!#ho"d#rs 8# - #*ai"s2 intran#t2 +ro hur#s2 n#;s"#tt#rs2to;n ha""s9@

R#%#at and reinforce *#ssa-#s o4#r ti*# to d#*onstrat# that th# initiati4# is

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Implement an int#rna" %ro5# t o**uni ation %ro #ss to ti-ht"$ oordinat# %ro5# to**uni ation@

Manage %roa ti4#"$ th# han-in- o**uni ation n##ds o, sta!#ho"d#rs o4#r ti*#8di,,#r#nt %ro5# t %has#s and i*%"#*#ntations9

A"" OCM o*%on#nts2 in "udin- o**uni ation2 ar# -round#d to th# Chan-# Cur4# 2 ;hi hid#nti,i#s th# %ro-r#ssion o, *i"#ston#s that or-ani7ations #3%#ri#n # throu-hout a trans,or*ationor han-# initiati4#@ it +#-ins ;ith th# initia" onta t and #nds ;ith int#rna"i7ation andinstitutiona"i7ation Th# ,o""o;in- dia-ra* d#%i ts th# han-# ur4# ;ith o**uni ationattri+ut#s2 -#n#ra" *#ssa-in-2 and orr#s%ondin- ti*#"in#:

K

A d#tai"#d Co**uni ation P"an is r#at#d that tar-#ts s%# i,i audi#n #s or s#-*#nts o,#*%"o$##s and oth#r sta!#ho"d#rs 8# - su%%"i#rs2 4#ndors9 Th# Co**uni ation P"an ;i"" +##4#r-r##n2 in that2 as ;# id#nti,$ su%%"#*#nta" o**uni ation n##ds th# %"an ;i"" +# u%dat#dand r#,in#d to +#st *##t th# tar-#t audi#n # s n##ds

Th# Co**uni ation P"an in "ud#s th# ,o""o;in- s# tions ,or #a h o**uni ation o+5# ti4#:

o A ti4it$ or #4#nto M#ssa-# to +# d#"i4#r#do Dat# o, d#"i4#r$o D#"i4#r$ V#hi "# M#dia Chann#"o M#ss#n-#ro >#$ sta!#ho"d#r -rou%o O;n#r o, th# o**uni ationo Status

Con,id#ntia" Pa-# (1

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Th# Co**uni ation P"an r# o-ni7#s that th#r# is a hi#rar h$ o, in,or*ation n##d#d to su%%ortth# %ro5# t Th# !#$ to *a3i*i7in- th# 4a"u# o, th#*#s and *#ssa-#s to r#atin- andsustainin- r#di+i"it$ ,or th# %ro5# t is onsist#n $ and r#%#tition Ent#r%ris#2 o%#ration andindi4idua" in,or*ation *ust not ontradi t #a h oth#r2 *ust +# ontinuous"$ r#%#at#d andr#in,or #d Th# in,or*ation *ust +# tai"or#d2 +ut th# or# on #%ts2 int#nt and i*%"i ations *usta";a$s +# th# sa*#

!nterprise:level 5hemes

o ?oundationa" th#*#s dir# t#d to a"" La;sonProdu ts t#a* *#*+#rs ;ho ar# sta!#ho"d#rs ,orth# %ro5# t

o Strat#-i or or-ani7ationa" in natur#o R#"at#d to th# o4#ra"" %ro5# t #,,ort: 4ision2 +usin#ss

as#2 ,utur# stat# +#n#,its

Operational:level 3essages

o Su%%orti4# *#ssa-#s dir# t#d to asso iat#s +$

+usin#ss unit2 "o ation2 %ro #ss or ,un tiono ?un tiona" in natur#2 su%%ortin- th# th#*#s2 ;hi"#

addr#ssin- *or# s%# i,i han-#s and i*%a tso R#"at#d to th# o4#ra"" i*%a t o, th# %ro5# t on th# +usin#ss

unit or "o ation o%#rations

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#ta)eholder 3obili(ation

Mo+i"i7ation is a !#$ to th# su #ss o, th# %ro5# t2 as it is instru*#nta" to han-# u"tura" *ind/s#ts2 r#at# +u$/in2 and in,"u#n # +#ha4iors n# #ssar$ ,or th# su #ss o, th# %ro5# tSta!#ho"d#r Mo+i"i7ation #n-a-#s *ana-#*#nt in a,,# tin- han-# that u"ti*at#"$ th#$2 th#iro""#a-u#s and #*%"o$##s ;i"" #3%#ri#n # Additiona""$2 it in4o"4#s and in,or*s sta!#ho"d#rs soth#$ ,##" %art o, th# %ro #ss o, han-#2 rath#r than ha4in- han-# don# to th#*2 and u"ti*at#"$2+ui"ds riti a" *ass and *o*#ntu* n# #ssar$ to a #"#rat# han-# ado%tion

Th# Co**it*#nt Continuu* 8r#,#r to Co**it*#nt Continuu* +#"o;9 is a -uid# and +aro*#t#rr#"ati4# to *o+i"i7in- #nd us#rs and %ra tition#rs a"on- th# ur4# to u"ti*at#"$ ado%t th# n#;s$st#* and +usin#ss %ro #ss#s at -o/"i4# As trans,or*ation o urs o4#r ti*#2 rath#r than o4#r/ni-ht2 sta!#ho"d#rs ;i"" ontinu# to as #nd th# ur4# "on- %ast -o/"i4# and #4#ntua""$ r#a h th#sta-#s o, institutiona"i7ation and int#rna"i7ation This is th# %oint at ;hi h sta!#ho"d#rs 4i#; ;hat;as on # r#,#rr#d to as < han-#= as no; 5ust th# nor*a" ;a$ o, doin- +usin#ss

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Project Prep Blueprint RealizatiProject Prep Blueprint RealizatiProject Prep Blueprint Realizati

A %ro5# t o, this *a-nitud# r# uir#s a nu*+#r o, %#o%"# to +# in4o"4#d in ord#r to a #"#rat#*o+i"i7ation An Int#-rat#d Chan-# N#t;or! 8ICN9 ;i"" +# ass#*+"#d ;ith %art/ti*# r#sour #s#*+#dd#d ;ithin th# +usin#ss a ross ,un tiona" or-ani7ationa" "in#s and 4#rti a""$ to in "ud##3# uti4# "#4#" *ana-#*#nt to s#r4# in th# ro"# o, Chan-# O;n#r2 !#$ ,irst/"in# or *idd"#/*ana-#*#nt to s#r4# in th# ro"# o, Chan-# L#ad#r2 and !#$ "#ads or s#niors to s#r4# in th# ro"#o, Su%#r )s#rs

R#,#r +#"o; to th# Int#-rat#d Chan-# N#t;or! 8ICN9 on #%tua" *od#" that i""ustrat#s th#int#-ration o, th# ICN2 OCM Pro5# t T#a*2 and Pro5# t Go4#rnin- +odi#s

Con,id#ntia" Pa-# (

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R#,#r to th# ta+"# +#"o; hi-h"i-htin- th# ro"#s and r#s%onsi+i"iti#s o, th# Int#-rat#d Chan-#N#t;or! 8ICN9

Con,id#ntia" Pa-# (

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Th# ICN N#t;or! ;i"" +# on/+oard#d and ori#nt#d as to th#ir ro"#s2r#s%onsi+i"iti#s2 ;or!%"an a ti4iti#s and ti*#"in#s Su+s# u#nt"$2 th# OCM t#a*

;i"" %ro4id# th# n# #ssar$ too"s and r#sour #s to su%%ort th# Chan-# L#ad#rs inth# #3# ution o, han-# ado%tion and o;n#rshi% a ti4iti#s R#-u"ar"$ s h#du"#d*##tin-s2 on,#r#n # a""s2 ;#+ asts2 #t ;i"" +# uti"i7#d as a *#ans to %ushand %u"" han-#/s%# i,i o**uni ations

In ;or!in- "os#"$ ;ith th# Int#-rat#d Chan-# N#t;or!2 th# OCM t#a* id#nti,i#sand do u*#nts th# 4arious sta!#ho"d#r -rou%s i*%a t#d +$ th# SAPi*%"#*#ntation and ondu ts a sta!#ho"d#r ana"$sis Th# Sta!#ho"d#r Ana"$siss#-*#nts th# sta!#ho"d#r -rou%s r#"ati4# to th#ir ro"# or in,"u#n # in th# han-# initiati4#

Th# OCM a%%roa h a"so in "ud#s an ass#ss*#nt o, th# r#adin#ss ,or han-# F# %ro%os# a*ini*u* o, t;o ass#ss*#nts Th# ,irst Chan-# R#adin#ss Ass#ss*#nt is ondu t#d #ar"$ on inth# %ro5# t to #sta+"ish a +as#"in# ;h#r# sta!#ho"d#rs ar# toda$ r#"ati4# to und#rstandin- th#han-# Th# r#su"ts o, this ass#ss*#nt ar# a !#$ in%ut to %"annin- o**uni ations2 #du ation2and OCM a ti4iti#s A s# ond Chan-# R#adin#ss Ass#ss*#nt ;i"" +# ondu t#d %rior to -o/"i4#to *#asur# ;h#r# sta!#ho"d#rs ar# r#"ati4# to th# +as#"in# and ;h#r# th#$ n##d to +# at -o/"i4#Th# r#su"ts o, this s# ond ass#ss*#nt h#"% to d#t#r*in# i, additiona" o**uni ations2 #du ation2and OCM ta ti s ar# r# uir#d to *##t s%# i,i sta!#ho"d#r n##ds

Chan-# R#adin#ss Ass#ss*#nts ;i"" +# ,a i"itat#d at La;son +$ *#ans o, a sur4#$ too" 8i #sur4#$ *on!#$9

Th# OCM a%%roa h a"so #ntai"s ro""in- out

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o T#a*in- and or-ani7ation stru tur#

Or-ani7ationa" han-# *ana-#*#nt is *ost #,,# ti4# ;h#n th# or-ani7ation r#/stru turin- isd#si-n#d to su%%ort +usin#ss %ro #ss han-#s A o**on %ro+"#* ;h#n r#stru turin- is at#nd#n $ o, indi4idua"s to ,o us a"*ost #ntir#"$ on th# n#; %ositions and or-ani7ationa" harts2not on n#; %ro #ss#s

Th# ERP Go"d#n Gat# Initiati4# ;i"" ta!# th# a%%roa h o, d#si-nin- ro"#s to su%%ort th# %ro5# td#si-n2 and th#s# ro"#s ;i"" +# in or%orat#d into 5o+s Th# OCM t#a* ;i"" ;or! ;ith i*%a t#dd#%art*#nts to *odi,$ an$ or-ani7ationa" stru tur#s 8i, r# uir#d9 and d#,in# indi4idua" 5o+s and%ositions that ar# a"i-n#d to %ro #ss 4#rsus ,un tion

In ord#r to #nsur# that La;son Produ ts or-ani7ation stru tur# is a%%ro%riat#"$ a"i-n#d ;ith th#%"ann#d %ro #ss 8and t# hno"o-$9 han-#s2 +oth Or-ani7ationa" and Ta ti a" "#4#"s ;i"" +#onsid#r#d durin- th# or-ani7ationa" d#si-n

Description Design Approach

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o+ d#si-n is o*%"#t#d a,t#r %ro #ss d#si-ns ar# o*%"#t#d and ro"#s ar# d#si-n#d It iso*%"#t#d on"$ ,or thos# 5o+s that ar# i*%a t#d +$ %ro #ss or s$st#* han-#s2 and on"$ ,orthos# a ti4iti#s r#s%onsi+i"iti#s that ar# r# uir#d to han-#

N#; %ro #ss#s and s$st#*s han-# th# duration it ta!#s to o*%"#t# tas!s2 as su h 5o+s that ar#i*%a t#d n##d to +# r#+a"an #d in ord#r to h#"% #nsur# that th#$ *a!# u% a ,u""/ti*# # ui4a"#ntN#;"$ #n4ision#d ro"#s *a$ han-# traditiona" 5o+s in ord#r to a hi#4# #,,i i#n i#s or #na+"# n#;%ro #ss#s and s$st#*s

Th# OD ;or! %ro4id#s a *#thod ,or su%%ortin- th# or-ani7ationa" #"#*#nts o, han-# n# #ssar$to a hi#4# th# %ro5# t o+5# ti4#s This ;or! str#a* is d#si-n#d to +# a tiona+"# and r#su"tsori#nt#d Ma5or han-#s in or-ani7ationa" stru tur# ar# not anti i%at#d2 +ut %o"i $ and %ro #sshan-#s d#,in#d ;i"" "i!#"$ r# uir# han-#s in ro"#s2 r#s%onsi+i"iti#s2 a ounta+i"iti#s and

%#r,or*an # ass#ss*#nt rit#ria ,or *an$ sta!#ho"d#rs Th#s# han-#s ;i"" +# id#nti,i#d2d#si-n#d and i*%"#*#nt#d ;ithin th# OD o*%on#nt

#ite ' Department Readiness

Sit# D#%art*#nt R#adin#ss %r#%ar# "o a" sit#s d#%art*#nts and #nd us#rs ,or su #ss,u" us#o, th# n#; s$st#* This in "ud#s t# hni a" and #du ationa" %r#%aration2 as ;#"" as han-#r#adin#ss in #a h or-ani7ation and "o ation Sit# D#%art*#nt R#adin#ss ,o us#s on Chan-#Mana-#*#nt a ti4iti#s that in r#as# th# "i!#"ihood o, a su #ss,u" -o/"i4# Th# d#sir#d #nd r#su"to, Sit# D#%art*#nt R#adin#ss is to ha4# ,ost#r#d:

A+i"it$ to %#r,or* a"" n# #ssar$ transa tions and *aint#nan # a ti4iti#s

Lo a" s$st#* and %ro #ss #3%#rtis#

Lo a" o;n#rshi% o, th# s$st#* and %ro #ss#s

S#",/su,,i i#n $ o, %#rsonn#" in th# "o a" or-ani7ations ;h#n usin- th# s$st#*Th# OCM a%%roa h #ntai"s ro""in- out a Sit# D#%art*#nt R#adin#ss Dash+oard to th# Int#-rat#dChan-# N#t;or! to a%tur# th# r#"ati4# r#adin#ss asso iat#d ;ith su h ,a tors aso**uni ations2 trainin-2 data "#an/u%2 uto4#r and on4#rsion2 ro"# *a%%in-2 #t R#,#r to th##3a*%"# +#"o; Th# Sit# D#%art*#nt R#adin#ss Dash+oard ar# shar#d at th# St##rin-Co**itt## *##tin-s to a hi#4# a ross/,un tiona" or-ani7ationa" 4i#; A tion %"ans ris!*iti-ation %"ans ar# d#4#"o%#d in o""a+oration ;ith th# ICN and OCM t#a*

Con,id#ntia" Pa-# &(

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5raining #trategy

Durin- th# %ro5# t i*%"#*#ntation2 trainin- *ust %"a$ a riti a" ro"# to trans,#r !no;"#d-##,,# ti4#"$ so that th# sta,, an *a!# th# transition to th# n#; ,un tiona"it$ and %ro #ss#s Thiss# tion ontains th# und#rstandin- o, th# n##ds2 and riti a" su #ss ,a tors2 assu*%tions2 and ar# o**#nd#d trainin- a%%roa h This in,or*ation is +as#d u%on trainin- +#st %ra ti #s as ;#""as a %r#"i*inar$ ass#ss*#nt o, th# trainin- #n4iron*#nt and u"tur#2 5o+ i*%a ts2 and %ro5# t#dtrainin- ti*#"in#s Trainin- urri u"u*s2 and "#ssons "#arn#d ,ro* %r#4ious SAP #n-a-#*#ntsha4# in,"u#n #d this %"an This do u*#nt *ust +# 4i#;#d as ;or! in %ro #ss and ;i"" +# u%dat#das *or# in,or*ation is a4ai"a+"# and ti*#"in#s ar# u%dat#d

5raining Overvie

Trainin- #na+"#s th# #,,# ti4# and #,,i i#nt trans,#r o, r#"at#d s$st#* and +usin#ss %ro #ss!no;"#d-# and r#at#s a hi-h d#-r## o, #nd us#r on,id#n # and o*%#t#n # so that +usin#sstransa tions ar# %ro%#r"$ #3# ut#d %rior to dua" *aint#nan # %#riods and durin- and a,t#ri*%"#*#ntation

To a hi#4# #,,# ti4# trainin- ;# us# a 5ust/in/ti*# strat#-$ to *at h th# ti*in- o, trainin- to ;h#nth# n#; s!i""s and o*%#t#n i#s ;i"" +# us#d and %ra ti #d Th#r# is a 4ari#t$ o, trainin- d#"i4#r$*#thods that an +# us#d to ,it th# trainin- n##ds and a%a+i"iti#s o, th# indi4idua"s +#in- train#dTh#s# *#thods *a$ in "ud# o*%ut#r or ;#+/+as#d #L#arnin-2 on/sit# "assroo* trainin-2,a i"itat#d ;or!sho%s2 or on#/on/on# trainin- and oa hin-

Functional Project #eam #raining

Th# ,un tiona" %ro5# t t#a* *#*+#rs r# uir# SAP trainin- on +asi on #%ts andna4i-ation It s o**on ,or su h r# uir#*#nts to +# *#t +$ #L#arnin- "ass#s ors#ndin- ,un tiona" t#a* *#*+#rs to ,or*a" instru tor/"#d SAP trainin- "ass#s o,,#r#ddir# t"$ +$ SAP In th# Pro5# t Pr#%aration %has#2 an Int#rna" T#a* Trainin- P"an ;asd#4#"o%#d and i*%"#*#nt#d Trainin- ours#s ;#r# ta!#n +$ th# %ro #ss and ,un tiona""#ads uti"i7in- #L#arnin- ours#s ;hi h o4#r#d SAP na4i-ation2 ERP2 and +asi %ro #sso4#r4i#;

In addition to this2 th# %ro #ss ,un tiona" %ro5# t t#a* *#*+#rs ;i"" "#arn and or r#in,or #th#ir ,or*a" instru tor "#d trainin- as %art o, th# !no;"#d-# trans,#r %ro #ss This t$%# o,"#arnin- do#s not t$%i a""$ ha%%#n at a s%# i,i ti*#@ it is a ontinuous %ro #ss that#4o"4#s throu-hout th# %ro5# t "i,# $ "# R#sour #s %arti i%ation in d#4#"o%*#nta ti4iti#s and r#4i#;s o, d#"i4#ra+"#s and ;or! %rodu ts a #"#rat#s th# !no;"#d-#

trans,#r %ro #ss Stron- !no;"#d-# oordination and a ti4# %arti i%ation ar# riti a" to an#3%#ditious and #,,i i#nt trans,#r o, !no;"#d-#

#rain-the-#rainer

Th#r# ;i"" +# d#si-nat#d Su%#r )s#rs ,ro* th# +usin#ss ;ho ;i"" +# train#d and ;ho ;i""s#r4# as train#rs ,or th# #nd us#rs This a%%roa h inh#r#nt"$ +rin-s r#di+i"it$@ in that2 th##nd us#rs ar# "#arnin- ,ro* on# o, th#ir o;n2 a su+5# t *att#r #3%#rt in SAP as ;#"" asth# +usin#ss %ro #ss This a%%roa h +ui"ds a%a+i"it$ and a%a it$ ,or d#"i4#rin- trainin-

Con,id#ntia" Pa-# &6

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to a ;id#"$ dis%#rs#d #nd us#r %o%u"ation@ as ;#"" as sustainin- us#r %#r,or*an # ando*%#t#n # +#$ond -o/"i4#

Train/th#/train#r trainin- th#r#,or# is int#nd#d to %r#%ar# th# Su%#r )s#r train#rs on th#

+asi on #%ts o, trainin- as ;#"" as SAP transa tions at a d#tai"#d "#4#" so that th#$ ar#o*%#t#nt and r#ad$ to d#"i4#r #nd us#r trainin- Th# trainin- is a"so *#ant to %i"ot th#trainin- *at#ria" +#,or# it is ro""#d out to *ass #nd us#rs durin- #nd us#r trainin-Ca%-#*ini and La;son ?un tiona" T#a* *#*+#rs ;i"" -uid# and su%%ort th# SAP"#arnin-@ ;hi"# it s #3%# t#d that th# Su%#r )s#r train#rs ar# !no;"#d-# #3%#rts in th#+usin#ss %ro #ss Th# OCM t#a* ;i"" %ro4id#

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Th# ,o""o;in- r#%r#s#nts a hi-h "#4#" su**ar$ o, th# %ro #ss trainin- that End )s#rs ;i"" r# #i4#Not#: Th#s# ar#as ;i"" +# +ro!#n do;n into 4arious trainin- ours#s durin- th# R#a"i7ationPhas#

E3# uti4# O4#r4i#; SAP Na4i-ation Far#housin- uot# To Cash ?inan # Pro ur# to Pa$ Sa"#s Mar!#tin- and O%#rations P"annin- 8SMOP9 HR 8A-#nt and E*%"o$## Ad*inistration9

5raining Principles

Th# ,o""o;in- o4#ra"" trainin- %rin i%"#s ;i"" +# ,o""o;#d ;h#n %ossi+"#:

Fh#r# a%%ro%riat#2 id#nti,$

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Id#nti,$ ro"#s& D#si-n Curri u"u*

R#4i#; %ro #ss do u*#nts and int#r4i#; ?un tiona" L#ads Produ # urri u"u* %"an Cr#at# ours# d#si-ns Va"idat# urri u"u* and ours# d#si-n %"ans ;ith ?un tiona" L#ads

6 D#4#"o% Protot$%# Mat#ria"s D#4#"o% %rotot$%# o, trainin- *at#ria"s that ;i"" %ro4id# standard ,ra*#;or!

. D#4#"o% Trainin- Mat#ria"s D#4#"o%*#nt o, trainin- *at#ria"s ;i"" d#ri4# %ost ro"# *a%%in-

Durin- th# d#4#"o%*#nt %has#2 th#r# ;i"" +# an int#ra ti4# r#4i#; %ro #ss+#t;##n d#4#"o%#rs and %ro #ss t#a*s to #nsur# 4a"idation o, trainin- *at#ria"sTrainin- *at#ria"s ;i"" +# ,or;ard#d to th# %ro #ss t#a*s ;ith an #3%# t#d turn/around ti*#

1 Train th# Train#r and Pi"ot "ass Train#rs ;i"" r# #i4# Train/Th#/Train#r trainin- that ;i"" in "ud# %r#s#ntation

s!i""s2 #,,# ti4# t#a hin- t# hni u#s2 and %rin i%"#s o, adu"t "#arnin- Prior to th#ir ,irst "ass2 train#rs ;i"" do a %i"ot trainin- "ass D#"i4#r Trainin- E4a"uat# Pro-ra*

OCM ;i"" %ro4id# instru tors ;ith u#stionnair#s ,or stud#nts to o*%"#t# +#,or#"#a4in- th# "assroo*

Transition to Trainin- C#nt#r o, E3 #""#n # 8COE9 ,or *aint#nan # o, trainin- *at#ria"and %ost -o/"i4# trainin- o, n#; hir#s or #*%"o$##s ;ho trans,#r to a n#; ro"#

This *#thodo"o-$ and th# r#"ationshi% +#t;##n st#%s ar# i""ustrat#d in th# ,o""o;in- -ra%hi :

Con,id#ntia" Pa-# &

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Con,id#ntia" Pa-# &

D#t#r*in# urri u"u* ont#nt Id#nti,$ su+/%ro #ss#s tas!s

attri+ut#s ,or 5o+ ro"#s D#t#r*in# ours#/s%# i,i

d#"i4#r$ *#thods D#t#r*in# standards2 %rotot$%#s2

and t#*%"at#s Ro"# *a%%in- to trainin- ours# Id#nti,$ nu*+#r o, train##s Id#nti,$ nu*+#r o,

,a i"iti#s # ui%*#nt D#t#r*in# s h#du"# "o ations Id#nti,$ train#rs 8nu*+#rs2 s!i""s2

attri+ut#s9 D#si-n in,rastru tur# D#t#r*in# %#r,or*an #

*#asur#s D#4#"o% #4a"uation too"s

D#t#r*in# %rotot$%# Gath#r data *at#ria"s D#4#"o% do u*#ntation

standard D#4#"o% #"# troni t#*%"at#s D#4#"o% %arti i%ant and

instru tor trainin- *at#ria"s

Co""# t sour #*at#ria" Produ # *at#ria"s Condu t r#4i#;s

ua"it$ Editoria" T# hni a"

In or%orat# han-#s Cr#at# trainin- data

and #3#r is#s Po%u"at# trainin-

data+as#

In,or**ana-#*#nt o,"ass s h#du"#and att#nd##s

In4it# End/)s#rsto trainin- "ass#s

D#"i4#r instru tion Tra ! trainin-

att#ndan #

Train#r #4a"uat# train##%#r,or*an #

End/)s#r #4a"uat#strain#r %#r,or*an #

Pro4id# ,##d+a ! onours#

R#4is# %ro-ra* i,n# #ssar$

Maintain trainin-data+as#

E3%and andu%dat# trainin-*at#ria"s

Train n#; #nd/us#rs

Develop andDevelop and Deliver Deliver

5rain the5rain the 5rainer 5rainer

!nd:;ser !nd:;ser 5raining5raining

!valuate!valuate ProgramProgram

ProvideProvideOn:goingOn:going SupportSupport

DevelopDevelop5raining5raining

PlanPlan

DesignDesign CurriculumCurriculum

DevelopDevelop PrototypePrototype 3aterials3aterials

DevelopDevelop 5raining5raining 3aterials3aterials

T#st ont#nt R#,in# ont#nt Con,ir* ,a i"it$ Condu t train/

th#/train#r R#,in# trainin-

ours# asn# #ssar$

Ana"$7# audi#n # Id#nti,$ %ro #ss#s Ass#ss

in,rastru tur# D#t#r*in# trainin-

a%%roa h E4a"uat# d#"i4#r$

*#thod o%tions

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Approach

E4a"uat# and s#"# t th# +#st %ra ti #s ,or trainin- d#4#"o%*#nt and d#"i4#r$ B#st %ra ti #sin "ud#:

On a dat# to +# d#t#r*in#d2 th# trainin- %"an ;i"" +# %r#s#nt#d and shar#d ;ithPMO and T#a* L#ads

SMEs ;i"" -#t a d##% und#rstandin- o, th# n#; s$st#* durin- th# t#stin- %has#Th# Su%#r )s#r SMEs ;i"" +ui"d th# trainin- *at#ria" durin- this %has# usin- RFD In,oPa!

Prior to d#"i4#r$ o, th# trainin-2 SMEs ;i"" +# us#d to t#st th# trainin- s$st#* and*at#ria"s and o+tain ,##d+a !

Trainin- *at#ria"s ;i"" in "ud#: (9 o+ Aids2 &9 Trainin- Manua" 69 C"assroo*Po;#r Point %r#s#ntation2 and .9 Trainin- E3#r is#s

Th# a%%roa h ,or trainin- ;i"" +# instru tor/"#d trainin- ours#s ;h#n#4#r%ossi+"# Th#r# ;i"" +# an #*%hasis on d#*onstrations and hands/on #3#r is#s This;i"" #nsur# th# hi-h#st "#4#" o, int#ra ti4it$2 ;hi h in turn #nsur#s th# hi-h#st d#-r## o,End )s#r %ro,i i#n $ on th# n#; s$st#*

A"" us#r ,##d+a ! ;i"" +# a%tur#d and onsid#r#d in dis ussin- an$ ,ina" han-#sr# uir#d to trainin- *at#ria"s %rior to th# +#-innin- o, trainin-

Trainin- ;i"" in "ud# on #%ts and t#r*ino"o-$2 +usin#ss %ro #ss#s2 and;or!,"o;s2 and d#*onstrations o, s$st#* st#%/+$/st#% %ro #dur#s Prior to ;or!in- inth# "i4# %rodu tion s$st#*2 End )s#rs ;i"" "o- on to a sand+o3 "i#nt and r# #i4#na4i-ation trainin-

A s#ri#s o, #3#r is#s ;i"" +# %ro4id#d throu-hout th# trainin- s#ssion tod#*onstrat# that %arti i%ants an us# th# s$st#*

A"" trainin- *at#ria"s ;i"" +# a%%ro4#d +$ th# Pro #ss ?un tiona" T#a* L#ads

Trainin- ;i"" +# d#"i4#r#d +$ th# Su%#r )s#r SMEs ,or or%orat# "#arnin-

End )s#rs ;i"" +# train#d 5ust %rior to -o "i4#

A d#sira+"# o+5# ti4# ;i"" +# to +ui"d to;ards on/"in# trainin- and h#"%2 in "udin-hot "in!s to oth#r %ro #dura" do u*#ntation and r#,#r#n # *at#ria"s 8C#nt#r o,E3 #""#n # 8COE9 Li+rar$9

Th# trainin- strat#-$ ;i"" #nsur# a"" +usin#ss #ntiti#s ar# train#d ;ith *ini*a"i*%a t to th# +usin#ss

?or ?i#"d Sa"#s A-#nts trainin-2 initia" ,##d+a ! ,ro* th# Sa"#s L#ad#rshi% -rou%is to train th# R#-iona" Sa"#s Mana-#rs 8RSDs9 ;ith th# Distri t Sa"#s Mana-#rs 8DSMs9

Con,id#ntia" Pa-# &0

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Th#r# ;i"" +# an E3# uti4# O4#r4i#; ,or La;son s s#nior "#ad#rs A"" End )s#rs ;i"" r# #i4# +asi SAP Na4i-ationOn # End )s#rs ha4# -on# throu-h th# SAP Na4i-ation th#$ ;i"" att#nd ro"#/+as#dtrainin- Indi4idua" End )s#r ro"#/+as#d trainin- *odu"#s ar# +as#d on th# ro"# *a%%in-%ro #ssEa h ours# ;i"" onsist o, on# or *or# *odu"#s@ ro"#s *a$ +# -rou%#d to-#th#r in aours#

Ris)s and 3itigations

Id#nti,i#d ris!s ;i"" +# tra !#d 4ia th# Ris! Mana-#*#nt too" a"on- ;ith oth#r %ro5# t ris!s

5raining 8acilities

A"" trainin- ,a i"iti#s ;i"" +# id#nti,i#d2 # ui%%#d2 and s#t u% ,or Pro5# t Pi"ot trainin- ina ordan # ;ith th# %ro5# t %"an

S h#du"in- o, trainin- ,or Pi"ot End )s#rs and th# r#*aind#r o, End )s#rs ;i"" +# ina ordan # ;ith th# %ro5# t %"an

9igh:Level 5raining Pro$ect 5imeline

>

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Assists ;ith trainin- #du ation %"an2 d#si-n2 d#4#"o%*#nt2 and d#"i4#r$ Coordinat#s th# d#4#"o%*#nt o, trainin- *at#ria" in "udin- End/)s#r Manua"s and

C"assroo* Po;#rPoint %r#s#ntations P"ans and oordinat#s trainin- and #du ation o, th# d#4#"o%#rs on RFDs uP#r,or* Condu ts train/th#/train#r s#ssions Bui"d and *ana-# ours# rost#r and trainin- s h#du"# P"an trainin- "o-isti s Mana-#s att#ndan # r#%orts and ours# #4a"uation

r#s%ons#s P"an and *ana-# trainin- *at#ria" in,rastru tur#

8unctional Leads Pro4idin- s$st#* and +usin#ss %ro #ss su%%ort to Su%#r )s#rs Pro4id# ua"it$ assuran # r#4i#; at 4arious sta-#s o, trainin- d#4#"o%*#nt Pro4id# ,ina" a%%ro4a" o, trainin- *at#ria"

#uper ;sers D#4#"o% a"" trainin- *at#ria"s a ordin- to standards Int#ra t ;ith oth#r ross/,un tiona" t#a*s ,or in%ut ,or trainin- *at#ria"s T#st trainin- *at#ria"s ;ith ?un tiona" L#ads SMEs and r#4is# a ordin-"$ Ensur# a"" data that is n# #ssar$ in th# trainin- "i#nt is t#st#d and r#ad$ ,or

trainin- O+tain r#4i#;2 ,##d+a !2 and si-n/o,, ,or a"" trainin- *at#ria"s R#%ort status and issu#s to OCM and Trainin- Mana-#r r#-u"ar"$ Train #nd us#rs on %ro #ss#s and s$st#*s Ad*inist#r and o""# t Trainin- E4a"uations

5echnical

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#tep *+

Pro #ss d#s ri%tions ar# -ath#r#d to *a% to th# s%# i,i ro"#s End )s#rs ar# id#nti,i#d and "assi,i#d into -rou%s a ordin- to th#ir 5o+s ro"#s Th# OCM t#a* onsid#rs ,a tors that *a$ i*%a t indi4idua"s that ;ou"d +# a,,# t#d2 to

d#t#r*in# ho; th#ir 5o+s and tas!s ;ou"d han-# Fhat in addition to SAP trainin- *ust +#addr#ss#d to %r#%ar# ,or SAP i*%"#*#ntation I, th#r# is additiona" o*%#t#n $ +as#dtrainin- r# uir#d %rior to i*%"#*#ntation2 La;son s Trainin- T#a* ;i"" ,a i"itat#

#tep ,+

Th# in,or*ation in St#% ( is us#d to do a ro"# *a%%in- #3#r is# that id#nti,i#s #a h End )s#rand th# a%%ro%riat# tas!s th# us#r n##ds to "#arn to %#r,or* his h#r 5o+ tas!s ;h#n th#%ro5# t -o#s "i4#

Grou% s%# i,i tas!s to-#th#r to ,or* trainin- *odu"#s Ma% indi4idua"s to s%# i,i *odu"#s

5raining Course 3ethodology

Th# trainin- *#thodo"o-$ us#d in this a%%roa h ;i"" +# th# ,o""o;in- %ro #ss in a ordan # ;ithth# instru tor ro"#s and r#s%onsi+i"iti#s

Th# instru tor ;i"" %r#s#nt th# o+5# ti4#s and a-#nda o, th# ours# Th# instru tor ;i"" %r#s#nt th# on #%tua" in,or*ation and +usin#ss %ro #ss *a%s Th# instru tor ;i"" %#r,or* d#*onstrations in th# s$st#* Th# us#rs ;i"" %#r,or* #3#r is#s +$ -oin- throu-h th# %ro #ss in th# s$st#* and ans;#rin-

u#stions to #nsur# th#ir und#rstandin- o, th# %ro #ss Instru tors ;i"" th#n -o on to th# n#3t d#*onstration and th# %ro #ss ;i"" -o +a ! and ,orth

+#t;##n th# instru tor d#*onstratin- and th# End )s#r %ra ti in- Th#r# ;i"" +# u#stion and ans;#r s#ssions throu-hout th# "ass Th# Instru tor ;i"" #nd th# ours# ;ith ,ina" u#stions and ans;#rs and ;i"" r#4i#; o+5# ti4#s

,or th# da$ ours#

5raining Documentation

Th# trainin- do u*#ntation ;i"" +# %a%#r/+as#d in "udin- an End )s#r Manua"2 "assroo*Po;#rPoint s"id#s2 and trainin- #3#r is#s A"" Instru tors and End )s#rs ;i"" r# #i4# +ind#rsontainin- th# trainin- *at#ria"s r#"#4ant to th#ir trainin- n##ds E4#r$on# ;i"" r# #i4# a o%$ o,th# ERP Go"d#n Gat# Initiati4# O4#r4i#; ours#8s9

;pdating 5raining Documentation

@Describe the process for updating training programs4 curriculums4 environments4 andsupporting materials.

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iterations of training. !"plain ho revision history ill be maintained and trac)ed orprovide a reference to here it is stored.B

Post 2o:Live 5raining+

@Describe the department or CO! responsible for providing post go:live training to ne lyhired employees or employees ho have transferred to a ne role.B

Development 5ools

Th# trainin- do u*#ntation ;i"" in "ud# +usin#ss %ro #ss#s2 s$st#* instru tions and #3#r is#sthat ;i"" +oth +# r#at#d usin- t#*%"at#s to #nsur# onsist#n $ o, ,or*at and stru tur# a ross%ro #ss#s and t#a*s

Th# ERP Go"d#n Gat# Initiati4# O4#r4i#; ;i"" +# r#at#d as a %r#s#ntation inPo;#rPoint

C"assroo*s ;i"" start ;ith hi-h "#4#" Po;#rPoint trainin- *at#ria"

Th# RFD In,o Pa! too" ;i"" +# #*%"o$#d to r#at# trainin- do u*#ntation ,or th# End)s#r *anua"

!valuation 3ethods and 5ools

?or th# #4a"uation %has#2 th# d#4#"o%#rs ;i"" d#4#"o% u#stionnair#s that ;i"" +# distri+ut#d +$th# instru tors %#riodi a""$ and at th# #nd o, #a h "ass ,or th# End )s#rs to o*%"#t# and hand+a ! to th# instru tor +#,or# th#$ "#a4# th# trainin- Th#r# ;i"" a"so +# an #4a"uation o, th# "assand instru tor to +# o*%"#t#d at th# #nd o, th# s#ssion It n##ds to +# d#t#r*in#d ;hat ;i"" +#don# ;ith th#s# u#stionnair#s and #4a"uations and ;hat oth#r #4a"uation *#thods2 i, an$2 ;i"" +#us#d It a"so n##ds to +# d#t#r*in#d ;ho ;i"" o""# t2 stor#2 and *a!# an$ n# #ssar$ han-#sthat ;i"" r#su"t ,ro* th# u#stionnair#s

Th# #4a"uations shou"d dis "os# End )s#r %r#%ar#dn#ss as ;#"" as i*%ro4#*#nt o%%ortuniti#s ,orth# instru tor

Con,id#ntia" Pa-# 61

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5ools % 5emplates

Th# OCM t#a* ;i"" "#4#ra-# a 4ari#t$ o, too"s and t#*%"at#s to o*%"#t# 4arious a ti4iti#s ,or th#

%ro-ra* Ea h too" and t#*%"at# *a$ a"so n##d usto*i7ation +as#d on th# %ro5# t o+5# ti4#sand su%%ort a4ai"a+"# ,ro* th# %ro5# t t#a*

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Th# *#asur#*#nt %"an ;i"" h#"% *onitor %ro-r#ss o, th# OCM Tra ! in a ti*#"$ and a urat#*ann#r

Th# %ur%os# o, Or-ani7ationa" Chan-# Mana-#*#nt is to #nsur# as s*ooth as %ossi+"# an

i*%"#*#ntation o, ERP Go"d#n Gat# Initiati4# Th# su #ss rit#ria2 i # ho; ;# *#asur#;h#th#r or not ;# ha4# +##n su #ss,u"2 ar# "#ss tan-i+"# in th# ar#a o, han-# *ana-#*#ntand o**uni ation than in oth#r ar#as o, %ro5# t *ana-#*#nt It is o, u%*ost i*%ortan #2ho;#4#r2 to #nsur# that th# *#thodo"o-i#s and strat#-i#s d#s ri+#d h#r#in ar# uti"i7#d and#4a"uat#d ontinuous"$ throu-hout th# %ro5# t "i,# $ "#

Con,id#ntia" Pa-# 6

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ConclusionTh# Or-ani7ationa" Chan-# Mana-#*#nt Strat#-$ has d#s ri+#d th# o4#ra"" %ur%os#2 a%%roa h2o+5# ti4#s and s o%# o, th# Or-ani7ation Chan-# Mana-#*#nt #,,ort ,or th# ERP Go"d#n Gat#Initiati4# Th# %ri*ar$ 4a"u# o, th# strat#-$ is to ,or*a"i7# th# o4#ra""2 hi-h/"#4#" -uid#"in#s ,orhan-# *ana-#*#nt ;ithin th# %ro5# t Th# strat#-$ d#s ri+#s th# o*%on#nts o, th# OCM,ra*#;or! to #3# ut# and r#a"i7# th# OCM Strat#-$ and th# s o%# o, th# #,,ort

In addition to this strat#-$ do u*#nt2 th# OCM t#a* ;i"" +# d#4#"o%in- a strat#-$ do u*#nt ,ortrainin- This do u*#nt ;i"" ,urth#r d#,in# th# a%%roa h and -uidin- %rin i%"#s that ;i"" +# us#d to-uid# th# ;or! in that ar#a

La;son Produ ts ;i"" +# "#4#ra-in- th# han-# *ana-#*#nt *#thodo"o-$ o, Ca%-#*ini to -uid#and su%%ort th# #,,orts o, this ;or! T#*%"at#s and too"s ha4# +##n tai"or#d to *##t th# s%# i,in##ds o, La;son Produ ts +ut *a$ n##d ,urth#r r#4ision d#%#ndin- u%on th# o+5# ti4#s o, th#%ro5# t