prosci change management webinar...copyright 2015 prosci. all rights reserved. 1 prosci webinar:...

Copyright 2015 Prosci. All rights reserved. 1

Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management

Copyright Prosci 2015. All rights reserved. 1

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Prosci Change Management Webinar Succeeding at Upstream, Midstream and Downstream Change Management

Copyright Prosci 2015. All rights reserved.

Prosci by the #s:8

1780%

4500+30,000+80,000+

Longitudinal studiesYears of researchFortune 100 companiesResearch participantsCertified practitionersCommunity members

Contact Prosci: Telephone: +1-970-203-9332 Email: [email protected]: www.prosci.com

Tools or downloads referenced in this free webinar are for webinar educational purposes; reproduction or distribution of these tools in your organization will require additional steps on your part.

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Prosci’s Mission Our Principles: • Research-based • Holistic • Easy-to-use

Our Resources: • Published products and tools• Web-based tools and applications• Face-to-face training• Train-the-Trainer

To help individuals and organizations build their own change management capabilities through development and delivery of research-based, holistic, and easy-to-use tools and methodologies.

Prosci® Webinars• Educational• Thought provoking• Insights into new development

• New ideas, phraseology, language, and frameworks• Give you at least an hour per week to think about

change management

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Agenda:

• Foundation

• Upstream

• Midstream

• Downstream

• Resources

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Prosci Portal: Your VirtualChange Management Workbench

http://portal.prosci.com


Foundation: Oil & Gas Sectors

4

www.slideshare.net/UPES_Dehradun/financing-of-downstream-projects-in-oil-gas-sector

ExplorationProduction

TransportationProcessing

RefiningDistribution

Upstream DownstreamMidstream




Streams for Change Management

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Sellingchange management

Doingchange management

Evaluatingchange management

Elevatingchange management

A framework for thinking about the work you do



Selling change management

Getting on the project.

Getting commitment, buy-in and priority.

Winning over leaders and project teams.

Landing the gig.





Doing change management

Applying change management on an initiative, project or program.

Integrating into project management and plan.



Evaluating and Elevating change management

Measuring how well you are doing change mgmt.

Measuring your impact.

Leveraging to more projects and parts of organization









Getting on the project.

Getting commitment, buy-in and priority.

Winning over leaders and project teams.

Landing the gig.

Applying change management on an initiative, project or

program.

Integrating into project management and plan.

Measuring how well you are doing change mgmt.

Measuring your impact.

Leveraging to more projects and parts of org.

Change Management Streams: Big Picture


Deeper Dive into Each Stream

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1. Why the stream is important2. Benchmarking data on the stream3. Resources available to support you

But first, a quick guide to resources…




Resources organized by “stream” stage

Upstream: Selling CM

Midstream: Doing CM

Downstream: Evaluating CMElevating CM

My Resources:Tools you have purchased

or received through training

Available Resources:Your “app store” of downloadable

and subscription tools

Freesources:Free resources for building change

management knowledge

NavigatingYour PortalHomepage

Create yourfree account:portal.prosci.com

Your Virtual Change Management Workbench


4 Resource Types

Webinarreplays

Tutorials & resources

Cloud-based apps Downloads

Learning

ToolsApply on multiple projects

and trackover time

PDFsMS Office

Learning Guides

On demand access, acclaimed webinars with

slides and handouts

Professionally formatted for your library or to share

with others





Industry-leading resources available to empower your success in

Upstream, Midstream and Downstreamchange management



Why is

important?

Commitment and buy-in

“Must have” not “nice to have”

Avoid LIFO (last in, first out)

To secure the resources, funding and mindshare to “do” change management on the project





To senior leaders To project teams

• Benefit realization and financial outcomes

• Project impact• Risk management

• Increase project results and outcomes

• Focus on adoption and usage

• Minimize risksProsci 2014 Benchmarking DataCopyright © Prosci Inc. All rights reserved.

Had to justify change management 65%60%

How did you make the case?



Prosci 2014 Benchmarking DataCopyright © Prosci Inc. All rights reserved. Data from 2007, 2009, 2011, 2013.

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16%

46%

77%

96%

0%

20%

40%

60%

80%

100%

Poor Fair Good Excellent(n=244) (n=653) (n=834) (n=165)

Percent of study participants who met or

exceeded objectives

Change Management Effectiveness

The better we manage the people

side of change, the better results

we achieve





Your Upstream Story:• Achieving our intended results and outcomes from this

change requires employee adoption and usage• If we fail to drive sufficient adoption and usage, we will

not be successful and face additional risks and costs• Change management is an enabling force for capturing

benefits and value in change

Current FutureTransition

Impacts of poor adoption and usage



Keys to success in Upstream:

1. Context – change success

2. Solve a problem (theirs)

3. Language (theirs)

4. Pain points (theirs)

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Upstream DownstreamMidstreamCloud-based apps

CMROI Calculator

Downloads Business Case for CM TemplateBusiness Case and CMROI BundlesProsci Change Scorecard (coming soon)

Webinar replays How to Calculate CMROIHow to Write a Business CaseEngaging PMs in CMStart Talking About What You DeliverFive Tenets of CMPresenting the Value of CM in Context

Tutorials & resourcesCase for CM Tutorial Collection

Learning

Tools



Why is

important?

Adoption and usage do not happen by chance

Prosci’s research shows that there are repeatable activities that support individual transitions

A structured approach, scaled and integrated into the project plan,

increases success





0%

20%

40%

60%

80%

'03 '05 '07 '09 '11 '13

Percent of participants using a structured approach

0%

20%

40%

60%

80%

“Good” or “Excellent”Change Management

Used a methodology

Did not use a methodology

Met or exceeded objectives

0%

20%

40%

60%

80%“Good” or “Excellent”Change Management

With a dedicated resource

Without a dedicated resource

74% had a dedicated change mgmt resource



Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee adoption and usage

First DegreeContributors

Second DegreeContributors

Prosci 2014 Benchmarking DataTop Contributors to SuccessCopyright © Prosci Inc. All rights reserved.





Initiate Plan Design Develop Deploy

“Go Live”Kick off

Phase 3: Reinforcing

Change

Phase 2: Managing

Change

Phase 1: Preparing

for Change

A D K A R

Strategy Plans Measures

GeneralProject

Lifecycle

Individual Change Journey

Milestones

OrganizationalChange Mgmt

Activities

Major events

Prosci®

ADKAR ®

Model

Prosci®

3-PhaseProcess



Prosci® ADKAR® ModelMilestones of Successful Individual Change

Awareness “I understand why…”

Desire “I have decided to…”

Knowledge “I know how to…”

Ability “I am able to…“

Reinforcement® “I will continue to…”

ADKAR and “Awareness, Desire, Knowledge, Ability, Reinforcement” are registered trademarks of Prosci

Successful individual change occurs when you hear…





Prosci® 3-Phase ProcessDeliverables and Work streams of Organizational Change Management

Preparing for Change, Managing Change and Reinforcing Change are registered trademarks of Prosci

Phase 3 –Reinforcing

change™

Phase 2 –Managing

change

Phase 1 –Preparing for

change

Change resistant

Change ready

Small, incremental

Large, disruptive

Change characteristics

Organizational attributes

Medium risk High risk

Medium riskLow risk

Mfg Dist IT BU 1 BU 2

Situational AwarenessSupporting Structure

Sponsor Model

Communications planSponsor roadmap

Coaching planTraining plan

Resistance mgmt plan

CustomizedScaledTargetedAligned to BP

Compliance auditsGap identification

Success celebrationReinforcement mechanisms

Transfer of ownership



Keys to success in Midstream:

1. Structured, holistic approach

2. Dedicated resources

3. Individual milestones (ADKAR) + Organizational activities (3-Phase Process)

4. Integrated into project plan

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Cloud-based apps Pilot ProPCT AnalyzereBest PracticesADKAR Dashboard (coming soon)

Downloads Change Management BlueprintCM Tracker Lite (coming soon)

Webinar replays How to Integrate CM and PMAdvancing the DisciplineHow to Manage ResistanceHow Leverage the Five LeversHow to Apply ADKARProsci Methodology

Tutorials & resources Research ExposéProsci Methodology Tutorial CollectionIntegrating CM/PM Tutorial CollectionRoles in CM Tutorial Collection

Learning

Tools



Methodology ResourcesProsci3-day Certification Program Online Pilot Professional

• Open-enrollment• Onsite• Master instructors

“I’m truly inspired!”

“Best training program I have attended in my career!”

Interactive experience where you apply the research-based methodology

and tools as you learn them






Why is

important?

Builds credibility, acceptance and accountability

Provides direction and clarityon what we are working toward

Leveraging forward wins and proofs of success


Change capability/agility is a crucial core competency



Evaluating how you didFive benchmarking questions:

1. Did you measure the effectiveness of your change management effort in support of the project? What metrics did you use?

2. Did you measure whether the change was occurring at the individual level? What metrics did you use?

3. Did you have to report on change management effectiveness of the project? To whom? What metrics did you use?

4. How did you demonstrate the value-add of applying change management on the project?

5. How did you measure the overall outcome of applying change management on the project?





Evaluating how you didOverall change outcomes

Organizational Performance

Change MgmtPerformance

IndividualPerformance

Organizational Performance

Org Readiness and Change Requisites

Progressto Plan

Resultsand

Outcomes

Change MgmtPerformance

Preparing: Strategy and

Plans

Managing: Implementation

Activities

Reinforcing: SustainingActivities

IndividualPerformance

Individual Readiness

Engagement, Participation, and Adoption

Usage and Performance

Early Mid Late

Prosci Change Scorecard How much value did the project generate

(benefit realization)?

How effectively did impacted employees bring the change

to life in their work?

How well did we “do” change management?



Evaluating how you did Alignment with industry best practices

eBest Practices Audit





Elevating toward a capability

Project-by-Project

Organizational Capability

Consolidating “wins” on specific projects toward building a true

organizational capability (Enterprise Change Management)

Project ECM:

Level 5 Organizational Competency

Level 4 Organizational Standards

Level 3 Multiple Projects

Level 2 Isolated Projects

Level 1 Ad hoc or Absent

Current Transition Future

Technical side

People side

Objective: Build change capability and agility to

deliver better results and outcomes of change,

increase resilience and reduce saturation.

Prosci Change ManagementMaturity Model



Keys to success in Downstream:

1. Agree on what will be measured

2. Multi-layered measurement ofboth Outcomes and Activities

3. Strategically select and rigorously document proofs of success

4. Treat “capability build” as a change project

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Cloud-based apps eBest Practices AuditMaturity Model AuditECM Roadmap

DownloadsBest Practice Audit (static)

Webinar replays Future of CM: Data and TrendsDiagnosing Alignment with Critical Success FactorsHow to Build Change Capabilities (ECM)Determining your Org Change MaturitySucceeding at Up, Mid, Downstream

Tutorials & resources

Learning

Tools



Using the Streams of Change Management

• Understand where you are

• Understand what to do next

• Understand what resources are available

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Using the Streams of Change Management

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Project A:

Project B:

Project C:

Project D:

Project E:

You may be at different “streams” for various projects you are supporting

The framework helps you focus

your efforts







Getting on the project.Getting commitment, buy-in and priority.Winning over leaders and project teams.Landing the gig.

Applying change management on an initiative, project or

program.Integrating into project management and plan.

Measuring how well you are doing change mgmt.Measuring your impact.

Leveraging to more projects and parts of org.

Prosci empowers success in all streams




Initiate Plan Design Develop Deploy Sustain

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ProjectHealth

ChangeScorecard

Best PracticeAlignment

CMROICalculation

ADKARProgress

Adoption contribution

Installation contribution

100%

50%

36%

3-PhaseProcess

Phase 1:Preparing for Change

Phase 2:Managing Change

Phase 3:Reinforcing Change

Empowering Resources applied across the project lifecycle to catalyze adoption, results and value


Your logo here

Your custom suite of tools accessible here

Portal Site Licenses to equip your change agents with empowering tools




Available à la carteOr with an “All Access”

pass ($2000/year)

A Prosci Portal account is free to create with immediate access to Freesources and ability to purchase and subscribe to empowering tool


Upstream CMCMROI Calculator

Business Case for CM Template

Bus Case/CMROI Bundles

Change Scorecard

How to Calculate CMROI

How to Write Bus Case

Engaging PMs in CM

Start Talking About What You Deliver

Five Tenets of CM

Presenting Value in Context

Case for CMYour virtual CM workbenchFree to create account now

Create a custom site for your change practitioners

http://[email protected]

Learn more: http://empower.prosci.com/prosci-portal-information

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Midstream CMPilot Pro

PCT Analyzer

eBest Practices

ADKAR Dashboard

CM Blueprint

CM Tracker Lite

How to Integrate CM and PM

Advancing the Discipline

How to Manage Resistance

How Leverage the Five Levers

How to Apply ADKAR

Prosci Methodology

Research Expose

Prosci Methodology Tutorials

Integrating CM/PM Tutorials

Roles in CM Tutorials

Downstream CMeBest Practices Audit

Maturity Model Audit

ECM Roadmap

Best Practices Audit (static)

Future of CM: Data and Trends

Diagnosing Alignment

How to Build Change Capabilities

Determining Your Org Maturity

Succeeding at Up, Mid, Downstream

prosci change management webinar...copyright 2015 prosci. all rights reserved. 1 prosci webinar:...

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