organization readiness assessment & ocm platform
TRANSCRIPT
“ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM”
Presented by:
Eduardo J. Muñiz
MURPHY’S LAW
“IF SOMETHING MIGHT GO WRONG, IT WILL”
ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM THE NEED
Business Facts
Companies continuously engage in IT/Business Transformation initiatives to stay competitive.
*Corporations estimate yearly investment of 1 Trillion Dollar implementing:
• Strategic Plan/Organization Restructuring/BOM/HR/OD/Talent Management
• Business Process High Value Improvement (BPI/BPR/BPM/LSS/OE).
• ERP/SCM/CRM/Customer Experience Management (CEM)
However vast majority of HR/IT/Business Transformation Projects are unsuccessfully deployed.
http://www.msnbc.msn.com/id/27190518/ns/business-press_releases/t/ibm-global-study-majority-organizational-
change-projects-fail/
http://www.startribune.com/h-b-fuller-wins-case-against-accenture/347256802/
http://connerpartners.com/how-challenging-is-the-change/the-dirty-little-secret-behind-the-70-failure-rate-of-
change-projects
http://www.zdnet.com/blog/projectfailures/erp-change-management-the-silent-killer/12280
http://www.cbisco.com.au/top-10-reasons-lean-six-sigma-projects-fail/
Based on Juran Institute Research.
- Only 40% of HR/IT/Business Transformation Projects address training needs.
- Only 25% of these Projects give Integrated Technology & HR/Business Goals
ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM THE NEED
WHY ARE Strategic IT/Business Transformation Projects Wrongly Designed &
Deployed?
Lack of Organization Readiness & Lack of Change Governance/Stakeholder
Management & Communications Plan
How to address that?
The Answer: ORGANIZATION READINESS ASSESSMENT & OCM
PLATFORM
STRATEGIC
INPUTS BT STRATEGY DESIGN
BT STRATEGY
IMPLEMENTATION BT STRATEGY DESIGN
IMPLEMENTATION BRIDGES
•Organization Readiness Assessment •Structure •Culture •Business Processes
•Implementation Plan •Engage Stakeholders •Capabilities Development •Organization Alignment •Progress Monitoring •Results Measurements •Readiness Assessment
ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM THE PROCESS
Organization’s
Requirements
Threats
Opportunities
Strengths
Vulnerabilities
•Vision
•Business Priorities/KPIS/SLA
•Parameterization
•Organizational
•Structure
•Processes
•Culture
•Structure Support/Governance
•Stakeholder Management
•Consequence Management
•Communications Strategy
• Optimize, Stabilize
• Benefit Realization
• Evaluation
• Organization/Talent
Readiness
Assessment
• Sustainability
Design/Preparation Implementation Business-as-Usual
BT Institutionalization P
erf
orm
ance
Time
+
-
Valley of Despair
Natural Cycle of Change
You are here Cost of Not
Managing Change
The Major Change is to transform
into integrated-process-focused
organization
Any change that impacts
organization processes is an
organization-wide change
Time
Activitie
s
You are here
1 Year 2 Years
Enable and
Accommodate
Strategic Change
Strengthen
and Align
Organization
Performance
Institutionalize Change
Stabilize Optimize and
Sustain Processes,
Structure, Culture
3 Years
ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM THE PROCESS
Organization/Talent Readiness Assessment System
A High Value Organization/Talent Readiness Assessment Tool aimed
to diagnose Organization/People Preparedness, to identify Capability
Gaps for Organization Alignment and Training and make sure that
Business Solution’s functionality fits Organization Processes, Culture &
Structure.
Accurate
Objective
Customizable
User friendly
Interpretation and diagnosis results
Action Plan (Change Governance/Engage Stakeholders/Sponsors,
Communications Platform)
ORAS
Business Focus
Leadership
Decision Making
Communication
Performance
Appraisal
Involvement
Communication
Rewards
Status Quo
Past Experience
Leadership
Leadership
Teamwork
Diversity of
Perspective
People Involved
Mission/Goals
Planning
Decision Making
Problem Solving
Performance
Management
Communication
Leadership
Management
Practices
Values/Attitudes
ORGANIZATION
PROCESSES CULTURE
CHANGE
RESISTANCE
MANAGEMENT
STRUCTURE SYNERGISM
Organization/Talent Readiness Assessment System
Strategic Areas
ORGANIZATION READINESS ASSESSMENT SYSTEM
THE DATA COLLECTOR.- The instrument is composed of several statements
of Organizational difficulties. Respondents are asked to indicate how frequently
each difficulty occurs on scale from 1 (never) to 9 (all the time).
THE SCALE.- For each of the items, the respondents are asked to choose a
number from 1 to 9 indicating how frequently they perceive the difficulty.
1 2 3 4 5 6 7 8 9
___________________________________________________________
Never Rarely Sometimes Frequently All the time
ORGANIZATION READINESS ASSESSMENT SYSTEM
Interpretation of Results
Low Risk Moderate Risk High Risk
OPPORTUNITY CAUTION DANGER
_________________________________________________________________________
1 2 3 4 5 6 7 8 9
BUSINESS READINESS FACTOR
Category I Low Risk - OPPORTUNITY RANGE (1.0-3.0).- Any area within this range, indicates a
positive prognosis, so a proactive approach is required in order to ensure Implementation
success.
Category II Moderate Risk - CAUTION RANGE (3.01-6.0).- Any area within this range, indicates
a guarded prognosis, so immediate actions are required to achieve successful
implementation.
Category III High Risk - DANGER RANGE (6.01-9.0).- Any area within this range, indicates a
negative prognosis, so, it is mandatory to take corrective actions to Strengthen
Organization Vulnerabilities prior to implementation stage.
ORGANIZATIONAL PROCESSES ASSESSMENT Process Areas
MISSION AND GOALS
PLANNING
DECISION MAKING
PERFORMANCE MANAGEMENT
LEADERSHIP
TEAMWORK
COMMUNICATION
SITUATION APPRAISAL
PROBLEM SOLVING
POTENTIAL PROBLEM ASSESSMENT
MEETINGS
TRAINING
ORGANIZATIONAL PROCESSES ASSESSMENT Sample
In my organization, people assume they know the cause
of a problem - only to find out later they were wrong.
Select an answer ranging from 1 to 9, where 1 is NEVER and 9 is ALWAYS
1 2 3 4 5 6 7 8 9
__________________________________________________________
Never Rarely Sometimes Frequently All the time
ORGANIZATIONAL PROCESSES ASSESSMENT
Sample
Readiness Factor by Process Area
Process Area Readiness Factor
- PLANNING 6.56
- TEAMWORK 6.56
- DECISION MAKING 6.21
- SITUATION APPRAISAL 6.20
- PERFORMANCE MANAGEMENT 6.00
- PROBLEM SOLVING 5.96
- LEADERSHIP 5.83
- POTENTIAL PROBLEMS ASSESSMENT 5.83
- MISSION AND GOALS 5.78
- COMMUNICATION 5.42
- MEETINGS 5.28
- TRAINING 4.14
MANAGEMENT STRUCTURE ASSESSMENT Key Attributes Assessment
Leadership
Directing
Coaching
Supporting
Delegating
Management Practices
Planning
Building Teamwork
Receives Feed-Back
Gives Feed-Back
Decision Making
Promotes Innovation
Attitudes/Values
Self
People
Internal Client
External Client
Results
The Organization
Continuous
Improvement
ORGANIZATIONAL CULTURE ASSESSMENT Assessment Areas
Business Focus
Performance Appraisal
Structure
Leadership
Communication
Teamwork
Decision Making & Problem Solving
Implementation
Consequence Management
CLUSTER FACTOR (SYNERGY) ASSESSMENT Assessment Areas
LEADERSHIP
TEAMWORK
DIVERSITY OF PERSPECTIVE
INTERDEPENDENCE
PEOPLE INVOLVED
CHANGE RESISTANCE ASSESSMENT Assessment Areas
PURPOSE
INVOLVEMENT
COMMUNICATION
REWARD
CONSEQUENCE MANAGEMENT
SUPPORT
JOB CHARACTERISTICS
LEADERSHIP
PERSONAL GOALS
STATUS QUO
PAST PERFORMANCE
O.R.A.S. DESIGNER
Eduardo J. Muñiz
After many years leading the design & deployment of HR/Business Transformation Strategies
directly performing Organization Readiness Assessments for the Manufacturing, Service
and Government industry, he started the idea of developing O.R.A.S.
With more than twenty years of experience in Strategic Planning, Organization Restructuring ,
IT/Business Transformation, Organization Readiness Assessment/Change Management and
Human Capital/Business Process High Value Improvement working with companies within
the USA, Latin America, Asia, ME.
Has performed leadership positions working for leading international Strategic consulting firms
in Asia, USA & LATAM.
His educational background includes BSC Industrial Chemical Engineering and Business
Process Architecture Studies.
ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM
Project Objectives
Organization Readiness Assessment & OCM Platform is designed to objectively,
accurately, and timely diagnose Organization/People Preparedness to identify
Capability Gaps for Organization Alignment and define a sound Change Governance/
Stakeholder Management Structure & Communications Platform to ensure successful
and sustainable Project deployment.
To validate and further develop strategic and operational measurements/KPIS/BSC/
SLA to effectively monitor Project deployment process
To establish a mechanism to identify a High Value Key Capabilities development
requirements to be addressed for successful Project implementation
To provide inputs to establish a sound Consequence Management measures to
consistently implement IT/Business Transformation Strategy
Other pertinent Objectives.
OCM PLATFORM
ADMINISTRATOR
PROJECT MANAGERS
MEASUREMENTS & READINESS
FUNCTIONAL AREAS
TECHNOLOGY INFRASTRUCTURE
LOGISTIC SERVICES
FINANCIAL SUPPORT
OTHER
BUSINESS PROCESSES
CULTURE
STRUCTURE
TECHNOLOGY
ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM Functional Structure
Top Management
OCM CONSULTANTS
ORGANIZATION/TALENT
READINESS
ASSESSMENT CENTER
TALENT DEVELOPMENT
BUSINESS UNITS MANAGERS
ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM
Project Schedule
1 2 3 4 5 6 7 8 9 10 11 12
IT/BT
STRATEGY
DESIGN
PREPARATION &
ANALYSIS
TEST VISION.
ORGANIZATION/TALENT
READINESS
ASSESSMENT
CONFIRM BLUE PRINT
ENGAGENENT
STAKEHOLDER MANAGEMENT
ORGANIZATION
ALIGNMENT PLAN
CAPABILITIES DEVELOPMENT
ORGANIZATION BUSINESS PROCESS DESIGN & ALIGNMENT
PROGRESS MONITORING & CONTROL
ORGANIZATION/PEOPLE READINESS ASSESSMENT
BT INSTITUTIONALIZATION OPTIMIZATION TOTAL COMMITMENT
ORGANIZATION/PEOPLE READINESS ASSESSMENT
SAP ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM Sample
ORGANIZATION READINESS ASSESSMENT & OCM PLATFORM
Results to be expected
A high value top management decision making platform to systematically, accurately
and timely assess organization/people’s preparedness to identify Capability Gaps for
Organization Alignment & Training and make sure that a BT Model’s functionality fits
Organization Culture, Processes & Structure.
Objective Assessment of Organization/People’s Readiness to proactively address any
threats and opportunities that might be encountered during deployment of
IT/Business Transformation Strategy.
A sound mechanism to timely and objectively identify current and future key
capabilities requirements (Processes/Structure/Culture) to be addressed before,
during and after deployment of IT/Business Transformation Projects.
Measuring tool for evaluation of Capabilities Development Strategy.
Objective mechanism to assess progress of IT/Business Transformation Strategy
Implementation
Organization’s profile to be used for benchmarking purposes.