prosci webinar - how to integrate change management and project management
TRANSCRIPT
©Prosci.AllRightsReserved. 2
Essen/als of Change Management Series UnderstandtheWhy,WhatandHowofChangeManagement
HowtoApplytheProsciADKAR®
Model
FiveTenetsofChange
ProsciMethodologyOverview
Phase1:PreparingforChange
Phase2:ManagingChange
Phase3:ReinforcingChange
©Prosci.AllRightsReserved. 3
Prosci® 3- Phase Process
Phase3:ReinforcingChange
Phase2:ManagingChange
Phase1:PreparingforChange
ChangeManagementStrategy
ReadinessAssessments
IntegraNonintoProjectPlan
CommunicaNonsPlan
SponsorRoadmap
CoachingPlan
TrainingPlan
ResistanceMgmtPlan
AdopNon,UsageMeasurement
Sustainment
LessonslearnedPrepareCMTeamandIdenNfySponsors
Strategy Plans Sustainment
©Prosci.AllRightsReserved. 4
Foreshadowing from Methodology Webinar TheWorkStreamsAreWhatWeCanIntegrateintotheProject
Plan
IniAate Plan Design Develop Deploy
KickOff "GoLive"
Phase3:ReinforcingChange
Phase2:ManagingChange
Phase1:PreparingforChange
Strategy CommunicaNonsPlan Sustainment
SponsorRoadmap
CoachingPlan
TrainingPlan
ResistanceManagementPlan
A D K A R
©Prosci.AllRightsReserved. 5
#1Sponsorship
#5EmployeeEngagement
#6CommunicaAon
#7MiddleManagementEngagement
#2ChangeManagementApproach
#3ChangeManagementResources
#4IntegraNngwithPM
TheGoal:Employee
adopAonandusage
TopContributorstoSuccess–RelaAonshiptoAdopAonandUsageCopyright©2016ProsciInc.BestPrac*cesinChangeManagement–2016Edi*on
Greatest Contributor to Success: #4
©Prosci.AllRightsReserved. 6
DefiningTheElementsof
SuccessfulChange
IntegraNngChange
ManagementandProjectManagement
UnderstandingtheFiveKeysto
EffecAveIntegraAon
HOWTOINTEGRATECMANDPM
©Prosci.AllRightsReserved. 7
DefiningTheElementsof
SuccessfulChange
IntegraNngChange
ManagementandProjectManagement
UnderstandingtheFiveKeysto
EffecAveIntegraAon
HOWTOINTEGRATECMANDPM
©Prosci.AllRightsReserved. 8
Current TransiNon Future
C C C C C
C C C C C
C C C C C
C C C C C
C C C C C
T T T T T
T T T T T
T T T T T
T T T T T
T T T T T
F F F F F
F F F F F
F F F F F
F F F F F
F F F F F
MadeUpofIndividualChanges
OrganizaNonalChange
©Prosci.AllRightsReserved. 9
Successful Change Requires Both the Technical and People Sides
*DarylConner
Currentstate
TransiNonstate
Futurestate
TechnicalSide
PeopleSide
ResultsOutcomesSuccess
InstallaNon*
RealizaNon*
Design
Deliver
Develop
Embrace
Use
Adopt
©Prosci.AllRightsReserved. 10
Comparing Change Management and Project Management
Currentstate
TransiNonstate
Futurestate
ProjectManagement
ChangeManagement
Process:• IniAaAon• Planning• ExecuAng• Monitoring/
controlling• Closing
Tools:• Statementofwork• Projectcharter• Businesscase• Workbreakdownstructure• BudgetesAmaAons• ResourceallocaAon• Schedule• Tracking
Process:OrganizaNonal:• Preparingforchange• Managingchange• Reinforcingchange™Individual:• ADKAR®
Tools:• Individualchangemodel• Readinessassessment• CommunicaAonplans• Sponsorroadmaps• Coachingplans• Trainingplans• Resistancemanagement• Reinforcement
Focus:Technicalsideofmovingfromcurrentstatetofuturestate
Focus:Peoplesideofmovingfromcurrentstatetofuturestate
©Prosci.AllRightsReserved. 11
ProjectManagement
isthedisciplineofiniAaAng,planning,execuAng,controlling,andclosingtheworkofateamtoachievespecificgoalsand
meetsuccesscriteria.
Defini/on Comparison
ChangeManagementistheapplicaAonofa
structuredprocessandsetoftoolsforleadingthepeopleside
ofchangetoachieveadesiredoutcome.
©Prosci.AllRightsReserved. 13
Successful projects require all three corners of the Prosci® PCT™ Model
Prosci®PCT™Model
©Prosci.AllRightsReserved. 14
What Are We Trying to Achieve?
OrganizaNonalBenefits
ProjectObjecNves
• Revenue• Costs• Profits• Efficiencies• Compliance• Safety• ProcessExcellence• CustomerSaAsfacAon
• Metricsandmeasurementsofspecificimprovements
• Whattheprojectistryingtodeliver
• HowtheorganizaAonwillbedifferentaferthechangeisimplemented
©Prosci.AllRightsReserved. 17
DefiningTheElementsof
SuccessfulChange
IntegraNngChange
ManagementandProjectManagement
UnderstandingtheFiveKeysto
EffecAveIntegraAon
HOWTOINTEGRATECMANDPM
©Prosci.AllRightsReserved. 18
ProjectManagementandChangeManagementare
complementarydisciplineswithacommonobjecNve
©Prosci.AllRightsReserved. 19
Founda/on of Integra/on
*DarylConner
Currentstate
TransiNonstate
Futurestate
TechnicalSide
PeopleSide
ResultsOutcomesSuccess
InstallaNon*
RealizaNon*
Design
Deliver
Develop
Embrace
Use
Adopt
©Prosci.AllRightsReserved. 20
Individual:
Awareness Desire Knowledge Ability Reinforcement
OrganizaNonal:
CommunicaNonsPlan
SponsorRoadmap
CoachingPlan
TrainingPlan
ResistanceMgmt
Phase3:ReinforcingChange
Phase2:ManagingChange
Phase1:PreparingforChange
©Prosci.AllRightsReserved. 21
Let’s Walk Through This Together TheWorkStreamsAreWhatWeCanIntegrateintotheProject
Plan
IniAate Plan Design Develop Deploy
KickOff "GoLive"
Phase3:ReinforcingChange
Phase2:ManagingChange
Phase1:PreparingforChange
Strategy CommunicaNonsPlan Sustainment
SponsorRoadmap
CoachingPlan
TrainingPlan
ResistanceManagementPlan
A D K A R
©Prosci.AllRightsReserved. 22
‘Ability at Go Live’ Exercise
IniAate Plan Design Develop Deploy
KickOff "GoLive"1. Beginwithkey
projectevents
A D K A R2. Layinthe
individualmilestones
Phase3:ReinforcingChange
Phase2:ManagingChange
Phase1:PreparingforChange
Strategy Plans Sustainment
4.AlignorganizaNonaldeliverablestodriveindividualmilestones
3. Considerdifferencesinimpactedgroups
©Prosci.AllRightsReserved. 23
How Can We Integrate Change Management into a Project
ProjectManagementDesign,DevelopandDeliverSoluAonEffecAvely
ChangeManagementSoluAonisEmbraced,AdoptedandUsedProficiently
People Processes Tools
©Prosci.AllRightsReserved. 24
Integra/ng CM & PM
ProjectManagementDesign,DevelopandDeliverSoluAonEffecAvely
ChangeManagementSoluAonisEmbraced,AdoptedandUsedProficiently
People Processes Tools
Did Didn't
Anditma]ered:“Good”or“Excellent”CM
71%IntegratedCM&PM
Did
Didn't
?
©Prosci.AllRightsReserved. 25
Integra/ng CM and PM
CollaboraNon
Cross-training
DefineRolesandResponsibiliNes
PeopleDimension
PMCM
37%
PMCM
CM
14%
PM&CM
22%
PM CM
21%
©Prosci.AllRightsReserved. 26
Integra/ng CM and PM
PMCM
PMCM
PM
CM
ProcessDimension
IntegratePlans
AlignTimelines
SequenceTasks
AddDeliverables
2017 2018
J F M A M J J A S O N D J F M A M J J A S O N D
IniAate
Plan
Design
Develop
Deploy
P2–ManagingChange
P3–ReinforcingChange
P1–PreparingforChange
©Prosci.AllRightsReserved. 27
ChangeManagementAcNviNesProjectManagementAcNviNes
IniAateProject
ScopeProject Conductreadinessassessmentsandimpactanalysis
IdenAfyandbeginbuildingsponsorcoaliAonSelectandpreparechangemanagementteamPlanProject
IdenAfyandaddressanAcipatedresistance
Communicatewhychangeishappening(sponsors)
EstablishobjecAves
Documentapproach
Defineteamandbudgetrequirements
DevelopSoluAonIdenAfytrainingrequirementsanddeveloptrainingEvaluatealternaAves
ArchitectsoluAon ConAnuecommunicaAons,sponsorshipandcoachingacAviAes
DesignSoluAon Prepareandequipmanagersandsupervisors
LaunchgroupandcoachingsessionsReinforcekeymessages(sponsors)
ConAnuecommunicaAonsandsponsorshipacAviAes
Benchmarkandgatherdata
Generateideasandselectconcepts
ModelsoluAons
Documentrequirements
ConAnuecommunicaAonsandsponsorshipacAviAes
©Prosci.AllRightsReserved. 28
Integra/ng CM and PM ToolDimension
CommunicaAonPlan
ProjectPlan
TrainingPlan
Schedule
StakeholderAnalysis/Assessment
ImpactAnalysis/Assessment
Scope
LessonsLearned
RiskAnalysis/Assmt/Log
BusinessCase
ReadinessAssessment
CommunicaAonPlan
ProjectPlan
TrainingPlan
Schedule
StakeholderAnalysis/Assessment
ImpactAnalysis/Assessment
Scope
LessonsLearned
RiskAnalysis/Assmt/Log
BusinessCase
ReadinessAssessment
CommunicaAonPlan
ProjectPlan
TrainingPlan
Schedule
StakeholderAnalysis/Assessment
ImpactAnalysis/Assessment
Scope
LessonsLearned
RiskAnalysis/Assessment/Log
BusinessCase
ReadinessAssessment
68%
65%
60%
56%
54%
52%
51%
79%
78%
91%
81%
©Prosci.AllRightsReserved. 29
DefiningTheElementsof
SuccessfulChange
IntegraNngChange
ManagementandProjectManagement
UnderstandingtheFiveKeysto
EffecAveIntegraAon
HOWTOINTEGRATECMANDPM
©Prosci.AllRightsReserved. 30
Bothteamsarefocusedonresultsandoutcomes
Prerequisites to Integra/on
Thereisastructuredapproachtochangemanagement
©Prosci.AllRightsReserved. 31
Supportandbuy-infromprojectteams
Supportfromleadership
Scope,AmingandprioriAzaAon
DirecAononhowtointegrate
RoledefiniAonandclarity
1
2
3
4
5
5 Keys to Effec/ve Integra/on
©Prosci.AllRightsReserved. 32
MakeChangeManagement
meaningfulandrealbyconnecAngtowhat
theprojectteamcaresabout
1 Support and Buy-In from Project Teams
©Prosci.AllRightsReserved. 33
48%
62% 70%
81%
0%
100%
Poor Fair Good Excellent
14%
32%
52%
71%
0%
100%
Poor Fair Good Excellent
15% 42%
76%
94%
0%
100%
Poor Fair Good Excellent 0%
100%
Poor Fair Good Excellent
• Improveprojectresultsandoutcomes
• DrivebenefitrealizaAonandfinancialreturn
• Minimizerisks
• Reduce“re”costs
MetorexceededobjecNvesOnscheduleOnbudget
ChangeManagementEffecAveness
Support and Buy-In from Project Teams
1
©Prosci.AllRightsReserved. 34
Prosci®PCT™Model
Communicatedirectlywithemployees.
ParNcipateacNvelyandvisiblythroughouttheproject.
BuildacoaliNonofsponsorshipwithpeersandmanagers.
Support From Leadership
2
©Prosci.AllRightsReserved. 36
ProacNve(notfirefighNng) “AdopNonandusage”fromthebeginning
64% 56% 49% 37%
%thatmetorexceededobjecAves
0%
Scope, Timing, and Priori/za/on
3
©Prosci.AllRightsReserved. 37
ProjectManagementDesign,DevelopandDeliverSoluAonEffecAvely
ChangeManagementSoluAonisEmbraced,AdoptedandUsedProficiently
People Processes Tools
Direc/on on How to Integrate
4
©Prosci.AllRightsReserved. 38
Execs & Senior Leaders
Front-Line
Middle Managers & Supervisors
Change resource/
team
Project Team
Project SMEs and
support
StructureEnable
IntegrateFocus
ExperAseExperience
OrganizaAonStructure ChangeStructure
Role Defini/on and Clarity
5
©Prosci.AllRightsReserved. 39
DefiningTheElementsof
SuccessfulChange
IntegraNngChange
ManagementandProjectManagement
UnderstandingtheFiveKeysto
EffecAveIntegraAon
HOWTOINTEGRATECMANDPM
©Prosci.AllRightsReserved. 40
PM CM
IntegraAngChangeManagement&ProjectManagement
DefiningChangeManagementwithinthecontextofyourproject
CostBenefitAnalysis
Delivering Project Results (DPR) Workshop