what does change management have to do with project...
TRANSCRIPT
What Does Change Management Have to
Do With Project Management and
Why Should I Care?
The Goal for Today
Ensure a clear understanding of what “change
management” is and is not
Identify some classic barriers and roadblocks
Review two change management methodologies
and how they integrate with project management:
1. Prosci Integrated System
2. The 8 Step Process for Leading Successful
Change: John Kotter
Take home some “tricks-of-the-trade”
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Words of Wisdom From???
“All strategic change happens through
programs and projects.
Projects and programs by their nature create change,
and sophisticated organizations know strategic
change happens through projects and programs.
Project, program and portfolio managers who want
their organizations be successful need the skills to
manage change front and center in their talent
portfolio.”
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Project Management Institute
“All strategic change happens through
programs and projects.
Projects and programs by their nature create change,
and sophisticated organizations know strategic
change happens through projects and programs.
Project, program and portfolio managers who want
their organizations be successful need the skills to
manage change front and center in their talent
portfolio.” - http://www.pmi.org/Knowledge-Center/Change-Management.aspx
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What Is Change Management?
Defining and instilling new values, attitudes, norms, and behaviors within an organization that support new ways of doing work and overcome resistance to change;
Building consensus among customers and stakeholders on specific changes designed to better meet their needs; and
Planning, testing, and implementing all aspects of the transition from one organizational structure or business process to another.
www.gao.gov/special.pubs/bprag/bprgloss.htm#sectC
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What Does Change Management Have to Do With
Project Management and Why Should I Care?
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I hate this new
system!!!! It never
works the way I
think it should!!!!
Have You Ever Met Someone Like This While
Managing A Project?
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Or How About Someone Like This?
Don’t even think
about changing
the way I do my
work!!!!
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Projects Inherently Involve Change…
…and the hardest element to change is people.
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…and the hardest element to change is people
“Never underestimate the power of the mind to disempower.”
— John P. Kotter, The Heart of Change
Projects Inherently Involve Change…
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…and the hardest element to change is people.
And just in case you think that resistance to change is a
modern invention…
Projects Inherently Involve Change…
“Never underestimate the power of the mind to disempower.”
— John P. Kotter, The Heart of Change
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…and the hardest element to change is people.
"There is nothing more difficult to take in hand, more perilous
to conduct, or more uncertain in its success, than to take the
lead in the introduction of a new order of things."
— Niccolo Machiavelli, The Prince (1532)
“Never underestimate the power of the mind to disempower.”
— John P. Kotter, The Heart of Change
And just in case you think that resistance to change is a
modern invention…
Projects Inherently Involve Change…
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The Good News??
Change management is an art and science
much like project management
Once this concept is embraced, then
managing change simply becomes a part of
managing the overall project
And, when change is managed effectively,
projects are more successful!!!
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Who “Does” Change Management?
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Middle managers
and supervisors
Change
management
resource/team
Executives and
senior managers
Project
team
Project
support
functions
Each ‘gear’ plays a
specific role based on
how they are related to
organizational change
Copyright Prosci 2014. All rights reserved.
Key Roles in Change Management
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Copyright Prosci 2014. All rights reserved.
Executives and
senior managers
Executives and senior
managers – fulfilling
the role of sponsors of
change
Employee-facing
Middle managers and
supervisors – fulfilling
the role of coach for
their direct reports
Middle managers
and supervisors
Enabling
Change
management
resource/team
Change management resource
or team –
applying a structured approach
and enabling others
Project
team
Project team – integrating
the “people side” of change
Project
support
functions
Support functions –
providing expertise
Identifying Resistance to Change
We’ve always done it this way
They tried to change it before and it failed
No one will follow the new guidelines anyway
Are you saying we’ve been doing our job wrong?
It’s too hard to change that process now
I don’t understand why we have to change?
The CEO doesn’t appear to be changing – why should I?
It won’t work here
Am I going to lose my job?
WIIFM
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Behaviors of Resistant Leaders
Minimal communications
Not modeling behavior
Too busy – not engaged
Starts the process and then disappears
Expects the managers to “take care of everything”
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Resolving Resistant Leader Issues
Communications must come from most
appropriate source
Provide data on increased success with active
leadership engagement
Acknowledge the reality of conflicting priorities
Invite them to team meetings
Ask for their commitment to stay engaged;
discuss the best ways to make that happen
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Behaviors of Resistant Managers
Protecting turf
Withholding information or resources
Undermining credibility of change agents
Micromanaging
Controlling all communications and decisions
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Resolving Resistant Manager Issues
Communications must come from leadership
The behavior needs to be addressed directly
Listen to their concerns
Be fair…Give them a chance to change and
resolve any issues
But…Clearly define the expected behaviors, the
consequences of not changing, and establish a
timeline for resolution
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Behaviors of Resistant Staff
“Forgetting” about the change
Complaining to everyone
Asking a lot of questions
Increased anxiety and fear
Increased absenteeism
Decreased work output
Decreased quality of work
Active resistance1/15/2015 Edwards Project Solutions Proprietary
Resolving Resistant Staff Issues
Communications must come from their manager
The behavior needs to be addressed directly
Listen to their concerns
Be certain that the vision and reason for change is
very clear
Be fair…Give them a chance to change and resolve
any issues
But…Clearly define the expected behaviors, the
consequences of not changing, and establish a
timeline for resolution
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What is ADKAR?
A: Awareness
D: Desire
K: Knowledge
A: Ability
R: Reinforcement
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Why People Change
“People change what they do less because
they are given analysis that shifts their
thinking than because they are shown a
truth that influences their feelings.”-- John P. Kotter, The Heart of Change
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Change Management Defined - Again
Change management is the process, tools and
techniques to manage the people-side of
change to achieve the required business
outcome. It involves understanding how an
individual goes through change (ADKAR) and
the organizational tools available to support
that transition (like communication,
sponsorship, coaching, training, etc.). -- Change-Management.com
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Change vs. Project Management
Change management is like project
management, but it focuses on the 'people
side' of change instead of the technical side of
the change. Like project management, change
management follows a structured process.
And like project management, change
management has a set of tools to support the
transition.
-- Change-Management.com
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Comparing Change Managementand Project Management
Focus:
Technical side of moving from
current state to future state
Focus:
People side of moving from
current state to future state
Process:
• Initiation
• Planning
• Executing
• Monitoring/
controlling
• Closing
Process:
Organizational:
• Preparing for
change
• Managing
change
• Reinforcing
change
Individual:
• ADKAR
Tools:
• Statement of work
• Project charter
• Business case
• Work breakdown structure
• Budget estimations
• Resource allocation
• Schedule
• Tracking
Tools:
• Individual change model
• Readiness assessment
• Communication plans
• Sponsorship roadmaps
• Coaching plans
• Training plans
• Resistance management
• Reinforcement
Current
state
Transition
state
Future
state
Project management
Change management
© Prosci 2012. All rights reserved.
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Integration of Project Managementand Change Management
Solution is designed,
developed, and delivered
effectively
(Technical side)
Solution is embraced, adopted
and utilized effectively
(People side)
+
Project management and change management have a joint
value proposition oriented toward business results.
= Success
Current
state
Transition
state
Future
state
Project management
Change management
© Prosci 2012. All rights reserved
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John Kotter’s 8 Step Process
Step 1: Increase Urgency
Step 2: Build Guiding Teams
Step 3: Get the Vision Right
Step 4: Communicate for Buy-in
Step 5: Enable Action
Step 6: Create Short-term
Wins
Step 6: Create Short-term
Wins
Step 7: Don’t Let Up
Step 8: Make it
Stick
Step 8: Make it
Stick
Create a
Climate for
Change
Engage and Enable the
Whole Organization
Implement and
Sustain the Change
-- From The Heart of Change
Field Guide
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Build an adequate level of energy that will get the change
started – it is a call to action!
Engage the right people; build a sense of trust and
commitment within the team
The vision is the glue, the reason for initiating the change
Create A Climate for Change
Step 1: Increase Urgency
Step 2: Build Guiding Teams
Step 3: Get the Vision Right
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Communicate, communicate, communicate…
Remove obstacles - encourage risk-taking – stay visible
and actively engaged
Create and/or identify the wins – they are not an
accident!
Step 4: Communicate for Buy-in
Step 5: Enable Action
Step 6: Create Short-Term Wins
Engage & Enable Whole Organization
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Always Celebrate Short-Term Wins!!!
“Celebrate what you want to see more of.”
-- Thomas J. Peters
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Oops…What If It’s Not a Win?
Openly and honestly acknowledge and explain any failures
Describe any lessons learned
Explain any implications for the vision and the team
Credit the team for their effort – do not lay blame
“It is on our failures that we base a new
and different and better success.”
-- Havelock Ellis
“Fail early, fail often, but always fail forward.”
-- John Maxwell, Failing Forward
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Stay focused – this is not the time to relax
Keep the long-term goal and purpose in sight
Reinforce short-term wins, behavior changes and
change momentum
Step 7: Don’t Let Up
Step 8: Make it Stick
Implement and Sustain the Change
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Prosci Research
Information
and
Outcomes
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Prosci History
• Research company founded in 1994
• Sponsor of the Change Management Learning Center
• World leader in change management research and
product development
• Focused on building internal change management
competency
Copyright Prosci 2014. All rights reserved.
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Prosci Research History
Copyright Prosci 2014. All rights reserved.
1998 First Change Management Study – 102 participants
2000 Second Change Management Study – 152 participants
2003 Third Change Management Study – 288 participants
2005 Fourth Change Management Study – 411 participants
2007 Fifth Change Management Study – 426 participants
2009 Sixth Change Management Study – 575 participants
2011 Seventh Change Management Study – 650 participants
2013 Eighth Change Management Study – 822 participants
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Geographic Distribution
United States, 34%
Australia and New Zealand, 25%
Canada, 15%
Europe, 14%
Africa, 5%
Asia and Pacific Islands, 3%
Latin America, 2%
Middle East, 2%
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Geographic distribution of participants in Prosci's 2013 study
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Size of Participant Organizations
0%
5%
10%
15%
20%
25%
30%
35%
Lessthan$10M
$10M -$25M
$25M -$50M
$50M -$100M
$100M -$250M
$250M -$500M
$500M -$1B
$1B -$2.5B
$2.5B -$5B
Morethan $5B
Pe
rce
nt
of re
sp
ond
en
ts
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Size of participant organizations in Prosci's 2013 study
2003
2005
2007
2009
2011
2013
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Scope of Projects
0%
10%
20%
30%
40%
50%
60%
Within aworkgroup
Singledepartment
Multipledepartments
Singledivision
Multipledivisions
Entireenterprise
Perc
en
t of
respon
den
ts
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Scope of projects reported on in Prosci's 2013 study
2000
2003
2005
2007
2009
2011
2013
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Number of Employees Impacted
0%
5%
10%
15%
20%
25%
30%
Lessthan 50
51 to100
101 to500
501 to1000
1001 to5000
More than5000
Perc
en
t of
respo
nd
en
ts
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Number of employees impacted by the projectsreported on in Prosci's 2013 study
2000
2003
2005
2007
2009
2011
2013
Meeting Project Objectives
16%
46%
77%
96%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Poor(n=244)
Fair(n=653)
Good(n=834)
Excellent(n=165)
Perc
ent
of re
spo
ndents
tha
t m
et
or
exc
eeded p
roje
ct obje
ctives
Overall effectiveness of change management program* Data from 2007, 2009, 2011 and 2013
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Correlation of change management effectiveness to meeting project objectives
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Staying on Schedule
16%
32%
54%
72%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Poor(n=293)
Fair(n=793)
Good(n=1032)
Excellent(n=181)
Perc
ent
of re
spondents
that w
ere
on o
r ahead o
f sch
edule
Overall effectiveness of change management program* Data from 2007, 2009, 2011 and 2013
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Correlation of change management effectivenessto staying on schedule
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48%
63%
71%
81%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Poor(n=258)
Fair(n=737)
Good(n=1001)
Excellent(n=180)
Perc
en
t o
f re
sp
on
de
nts
th
at
we
re o
n o
r un
de
r b
ud
ge
t
Overall effectiveness of change management program* Data from 2007, 2009, 2011 and 2013
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Correlation of change management effectiveness to staying on budget
Staying on Budget
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Sponsor Access
50%
42%
65% 67%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Little or no accessthroughout project
Inadequate access -difficult to get on calendar
Adequate access -scheduled meetings
More than adequateaccess - open door
Perc
ent
of re
spondents
that m
et
or
exc
eeded p
roje
ct o
bje
ctives
Level of sponsor access
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Correlation of sponsor access to meeting project objectives
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Sponsor Effectiveness
25%
34%
67%
85%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Sponsor was veryineffective (score < 2)
Sponsor was ineffective(score between 2 and 3)
Sponsor was effective(score between 3 and 4)
Sponsor was veryeffective (score between
4 and 5)
Pe
rcen
t o
f re
spo
nde
nts
tha
t m
et o
r exce
ed
ed
pro
ject
ob
jective
s
Average sponsor effectiveness rating
Copyright © 2014 Prosci. Best Practices in Change Management – 2014 Edition.
Correlation of sponsor effectiveness to meeting project objectives
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What Does PMI Say?
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P e o p le -d e p e n d e n t w ith o u t a n y fo rm a l p ra c tic e s o r p la n s
M a n y d if fe re n t ta c tic s u s e d
in c o n s is te n tly
E xa m p le s o f b e s t p ra c tic e s e v id e n t
S e le c tio n o f c o m m o n a p p ro a c h
C o n tin u o u s p ro c e s s
im p ro ve m e n t in p la c e
H ig h e s t ra te o f p ro je c t fa ilu re , tu rn o ve r a n d
p ro d u c tiv ity lo s s
L itt le o r n o c h a n g e m a n a g e m e n t a p p lie dA d h o c o r
A b s e n tL e v e l 1
S o m e e le m e n ts o f c h a n g e m a n a g e m e n t a re b e in g a p p lie d in is o la te d p ro je c ts
Is o la te d
P ro je c tsL e v e l 2
C o m p re h e n s ive a p p ro a c h fo r m a n a g in g c h a n g e is b e in g a p p lie d in m u lt ip le p ro je c ts
M u lt ip le
P ro je c tsL e v e l 3
O rg a n iza tio n -w id e s ta n d a rd s a n d m e th o d s a re b ro a d ly d e p lo y e d fo r m a n a g in g a n d
le a d in g c h a n g e
O rg a n iza tio n a l
S ta n d a rd sL e v e l 4
H ig h e s t p ro f ita b ility a n d re s p o n s ive n e s s
C h a n g e m a n a g e m e n t co m p e te n c y is e v id e n t in a ll le ve ls o f th e o rg a n iza tio n a n d is p a r t o f th e o rg a n iza tio n ’s in te lle c tu a l p ro p e r ty a n d
c o m p e tit ive e d g e
O rg a n iza tio n a l C o m p e te n c yL e v e l 5
P e o p le -d e p e n d e n t w ith o u t a n y fo rm a l p ra c tic e s o r p la n s
M a n y d if fe re n t ta c tic s u s e d
in c o n s is te n tly
E xa m p le s o f b e s t p ra c tic e s e v id e n t
S e le c tio n o f c o m m o n a p p ro a c h
C o n tin u o u s p ro c e s s
im p ro ve m e n t in p la c e
H ig h e s t ra te o f p ro je c t fa ilu re , tu rn o ve r a n d
p ro d u c tiv ity lo s s
L itt le o r n o c h a n g e m a n a g e m e n t a p p lie dA d h o c o r
A b s e n tL e v e l 1
S o m e e le m e n ts o f c h a n g e m a n a g e m e n t a re b e in g a p p lie d in is o la te d p ro je c ts
Is o la te d
P ro je c tsL e v e l 2
C o m p re h e n s ive a p p ro a c h fo r m a n a g in g c h a n g e is b e in g a p p lie d in m u lt ip le p ro je c ts
M u lt ip le
P ro je c tsL e v e l 3
O rg a n iza tio n -w id e s ta n d a rd s a n d m e th o d s a re b ro a d ly d e p lo y e d fo r m a n a g in g a n d
le a d in g c h a n g e
O rg a n iza tio n a l
S ta n d a rd sL e v e l 4
H ig h e s t p ro f ita b ility a n d re s p o n s ive n e s s
C h a n g e m a n a g e m e n t co m p e te n c y is e v id e n t in a ll le ve ls o f th e o rg a n iza tio n a n d is p a r t o f th e o rg a n iza tio n ’s in te lle c tu a l p ro p e r ty a n d
c o m p e tit ive e d g e
O rg a n iza tio n a l C o m p e te n c yL e v e l 5
Prosci®Change Management Maturity Model
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A Brief Recap
Resistance to change is normal
Actively managing change is not an option
Change management + project management = successful projects!!!
Communicate, communicate, communicate
Active and visible leadership from the project sponsor is incredibly important
Everyone has a role, and every role is important
Recognize that the pace of acceptance of change varies from person to person
People can make or break your project; engage them as allies
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…What Change
Management Has to
Do With Project
Management and
Why You Now Care!!!
So Who Can Tell Me…
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Thank You For Your Time!
Jana Hussmann Meacham, PMP, CSSGB, Certified
Prosci (ADKAR) Change Management Professional
EDWARDS PROJECT SOLUTIONS
6085 Marshalee Drive• Suite 140 • Elkridge, MD 21075
Office: (800) 556-2506 • (443) 561-0180
Fax: (443) 561-0199
Email: [email protected]
Also Visit our website at:
Website: www.EdwPS.com
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