1

Four Common Types of

Change

Presented by Sonja AlmliePMP®, CCBA®, PMI-ACP®, CSM®

― And How to Effortlessly Deal

With Them

2

Sonja Almlie, PMP®, CCBA®, PMI-ACP®, CSM®

Practice Director and Senior Instructor

• Chief architect of Rita’s project management

legacy.

• Leader of RMC Learning Solutions Project

Management Practice.

• Subject matter expert for the PMP® Exam Prep

8th Edition book. Co-author of PM Crash Course

2nd Edition book.

• With over 20 years of experience, Sonja offers a wide

range of real-world experience managing projects in IT,

web technology, process optimization, usability and

marketing. Industry-specific experience in the financial

services, non-profit, and transportation sectors.

3

Our Agenda

• Types of Change

• Strategies to Deal with Each Change– The Change Triangle

– Project Manager As Change Agent

• Preparing for and Delivering Change– Change Management Assessment

– Change Management Checklist

4

Delta

In Greek:

4th letter of the alphabet

In Mathematics: Represents Change

At PMI®:

Represents the Talent Triangle

Strategic Alignment &

Business Management

5

Discussion: Changes

What types

of changes

have you

encountered?

6

Four Types of Change

7

Enterprise Level Change

Example: Zappos® “Holacracy™”

Challenges:

• Lack of internal support, resistance

of those not on change team

• Competition can respond more quickly

• Gets in the way of completing

day-to-day work

8

Internal Business Change

Examples: Pay Pal®, Google®

Challenges:

• Market demands/speed of

competition

• Inflexible organizations unable

to change

9

Software Application Change

Example: Implementation of a new

SFA or patient reporting tool

Challenges:

• Use may not be unilaterally enforced

• Requires ongoing training & support

• Likely to require more resources

and costs

10

PMO Change

Example: PMO suggests trying to define

requirements using Agile methodologies

Challenges:

• Expertise may be challenged

• May face staged roll-outs, longer time

to implement

• New roles for business as product

owner and self-organizing teams

11

The Change Triangle

12

Successful Change

-John P. Kotter

“70% of major

change initiatives

within organizations

are unsuccessful.”

13

Change Iceberg

14

Change Triangle

Results

Beliefs

Actions

Experience

Management

wants

Management

displays

Individuals affected

need to change

Individuals

affected has

Source: Adapted from “The Change Pyramid” ― Change the Culture, Change the Game, Connors and Smith, 2011

15

Project Manager

As Change Agent

16

Change Curve

Shock

Denial

Frustration Acceptance

Despair

Exploring

Integration

17

Change Curve and PM Process

Groups

Shock

Denial

Frustration Acceptance

Despair

Exploring

Integration

Initiate Plan ExecuteMonitor

and Control

Close

18

Change Curve and PM’s Role

As Change Agent

Source: Adapted from Program Delivery Effectiveness Group and their modification of the William Bridges’ change curve

Counselor Educator Coach Booster

Shock

Denial

Frustration Acceptance

Despair

Exploring

Integration

Initiate Plan ExecuteMonitor

and Control

Close

19

Preparing and Delivering

Change

20

Tools and Techniques to Use

Experience• Observation

• Interviews

• Document

analysis

Beliefs• Focus groups

• Surveys

Actions• Root cause

analysis

21

Discussion: Tools & Techniques

1. Identify the tool

or technique you

could use.

2. How you would

use it?

3. How does it define

stakeholder needs?

22

Assessment

Stop by the

RMC booth for

your copy of the

Assessment form

23

Checklist

Stop by the

RMC booth for

your copy of

the Checklist

24

Summary

• Identify type of change

• Evaluate current state

• Understand results required

• Perform ROI and business case

• Plan future state

• Lead delivery of future state

25

Questions?

Stay Connected:

• Connect on LinkedIn: Sonja Almlie

• Like Us on www.facebook.com/rmcproject

• Look for upcoming open forum webinars at

shop.rmcls.com

info@rmcls.com • 952.846.4484

shop.rmcls.com