Accelerating End User Adoption on Projects Speaker: Gloria ... End User Adoption on Projects Speaker: ... ‾ Consider end user adoption goals for your project ... manufacturing errors will decrease by 15%. 8

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<ul><li><p>1</p><p>Accelerating End User Adoption on Projects</p><p>Speaker: Gloria M. Archer, MBA, PMP, PROSCI</p><p>Company: Evolvsys LLC</p><p>Welcome to the PMI Houston Conference &amp; Expo and Annual Job Fair 2015</p><p> Please put your phone on silent mode</p><p> Q&amp;A will be taken at the close of this presentation</p><p> There will be time at the end of this presentation for you to take a few </p><p>moments to complete the session survey. We value your feedback which </p><p>allows us to improve this annual event.</p></li><li><p>2</p><p>Accelerating End User Adoption on Projects</p><p>Workshop Agenda</p><p> Application of OCM Tools &amp; Techniques</p><p> Identifying the Future Desired State for End User </p><p>Adoption</p><p> Accessing the Organizational Magnitude of </p><p>Change</p><p> Techniques for Reaching The Future Desired State</p><p> Improving &amp; Sustaining End User Adoption Post-Go Live</p><p> Q&amp;A</p></li><li><p>3</p><p> Upon completion of this workshop you will be able to:</p><p> Consider end user adoption goals for your project</p><p> Identify organizational components that may</p><p>impede or accelerate the end user goal</p><p> Have an awareness of tools and techniques </p><p>for accelerating adoption on your project </p><p> Consider techniques for sustaining &amp; </p><p>improving end user adoption post-go live </p><p>Accelerating End User Adoption on Projects</p><p>Workshop Objectives</p></li><li><p>4</p><p> Todays techniques are most recommended for :</p><p> Large-scale transformational </p><p>projects impacting 50%+ of the organization</p><p> Transformational Projects with </p><p>dedicated organizational change </p><p>readiness resources</p><p> Transformational Projects that </p><p>are in the Initiation or Planning </p><p>Phases</p><p>Accelerating End User Adoption on Projects</p><p>Special Note</p></li><li><p>5</p><p>Identifying the Future Desired State </p><p>for End User Adoption</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Workshop Introduction</p><p>Accelerating End User Adoption on Projects</p><p>Identifying the Future Desired State for End User Adoption</p></li><li><p>6</p><p>Have a goal!</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying the Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Identifying the Future Desired State for End User Adoption</p><p>Whats </p><p>the path </p><p>ahead?</p><p>Im </p><p>going </p><p>this way.</p><p>I dont know </p><p>where Im </p><p>going.</p></li><li><p>7</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying the Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Identifying the Future Desired State for End User Adoption</p><p>Examples of End User Adoption Goals:</p><p> Upon completion of Project A, 75% of employees will use</p><p>Project As delivered new business process</p><p> Within 3 months of go-live, all end users will be compliant</p><p>with the new Federal Regulation requirement</p><p> By January 1, manufacturing errors will decrease by 15%</p></li><li><p>8</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>OCM Techniques for Identifying Your Destination Points</p><p>KPI</p><p>(Destination Point)</p><p>Method of Measurement Current Status</p><p> Obtain 50% utilization </p><p>of System X within 1 </p><p>month of projects go-</p><p>live</p><p>Quantitative - Extract report from </p><p>System X confirming number of </p><p>users in the system as of [go-live </p><p>date] and [1 month after go-live </p><p>date] </p><p>As of [date] 20% of the </p><p>organization used System </p><p>X for reports.</p><p> Increase utilization of </p><p>new IT Help Desk form </p><p>by 25% by end of </p><p>project </p><p>Quantitative Pull report showing </p><p>number of new tickets submitted </p><p>via IT Help Desk form by end of </p><p>project</p><p>As of [date] 125 additional </p><p>forms have been </p><p>submitted to the IT Help </p><p>Desk in comparison to 50 </p><p>phone calls</p><p>Example: End User Adoption KPI </p><p>Accelerating End User Adoption on Projects</p><p>Identifying the Future Desired State for End User Adoption</p></li><li><p>9</p><p>True or False: In order to accelerate the </p><p>projects end user adoption goal(s), the </p><p>project must first have these goals defined.</p><p>Checkpoint #1</p></li><li><p>10</p><p>Checkpoint #1</p><p>True Great Job!</p><p>True or False: In order to accelerate the </p><p>projects end user adoption goal(s), the </p><p>project must first have these goals defined.</p></li><li><p>11</p><p>Assessing the Organizational </p><p>Magnitude of Change</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Workshop Introduction</p><p>Accelerating End User Adoption on Projects</p><p>Assessing the Organizational Magnitude of Change</p></li><li><p>12</p><p>Imperative to assess your </p><p>organizations ability to incorporate </p><p>future desired state</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Knowing The Terrain of Your Journey</p><p>Accelerating End User Adoption on Projects</p><p>Assessing the Organizational Magnitude of Change</p></li><li><p>13</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>OCM Techniques for Identifying Your Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Assessing the Organizational Magnitude of Change</p><p>Examples of Organizational Variables To </p><p>Consider:</p><p> Catalyst for Change</p><p> Expected Pace of Change</p><p> % of Organization Impacted</p><p> % of Organization Aware</p><p> % of End Users Trained</p><p> Anticipated Level of Buy-In</p><p> ..etc.</p></li><li><p>14</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>OCM Techniques for Identifying Your Destination Points</p><p>Example - Organizational Change Impact Analysis</p><p>Accelerating End User Adoption on Projects</p><p>Assessing the Organizational Magnitude of Change</p><p>Catalyst for </p><p>Change</p><p>Current State Future </p><p>Desired State</p><p>~ % of </p><p>Organization</p><p>Impacted</p><p>Tenure of </p><p>Current </p><p>Process</p><p>Business</p><p>Process </p><p>Redesign</p><p>Today all</p><p>employees </p><p>with </p><p>procurement </p><p>cards use </p><p>Process A for </p><p>creating </p><p>expense </p><p>reports</p><p>All employees </p><p>with </p><p>procurement </p><p>cards should </p><p>use Process Z </p><p>for creating </p><p>expense </p><p>reports in </p><p>System Z by </p><p>[date].</p><p>25% to 50% of </p><p>the </p><p>organization is </p><p>impacted</p><p>The current </p><p>expense </p><p>report process </p><p>was </p><p>established 5 </p><p>years ago</p></li><li><p>15</p><p>Checkpoint #2</p><p>An organizational change impact analysis is </p><p>important to:</p><p>a) Understand the organizations current bandwidth </p><p>for change</p><p>b) Develop technical requirements for a system</p><p>c) Obtain sign-off on the project charter</p></li><li><p>16</p><p>Checkpoint #2</p><p>a) Keep It Up!</p><p>An organizational change impact analysis is </p><p>important to:</p><p>a) Understand the organizations current </p><p>bandwidth for change</p><p>b) Develop technical requirements for a system</p><p>c) Obtain sign-off on the project charter</p></li><li><p>17</p><p>Techniques for Reaching the Future </p><p>Desired State</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Workshop Introduction</p><p>Accelerating End User Adoption on Projects</p><p>Techniques for Reaching the Future Desired State</p></li><li><p>18</p><p>Whos going to help us get there?!</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Knowing The Terrain of Your Journey</p><p>Accelerating End User Adoption on Projects</p><p>Techniques for Reaching the Future Desired State</p></li><li><p>19</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying the Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Techniques for Reaching the Future Desired State</p><p>Examples of Techniques for Reaching Future </p><p>Desired State:</p><p> Visible Executive Sponsors of Change!</p><p> Personalize the Journey!</p><p> Show the organization where youre </p><p>headed and whats in it for them!</p><p> Engage resources that will serve</p><p>as Champions for the future state!</p><p> Partner with Champions</p><p>throughout the journey!</p></li><li><p>20</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>OCM Techniques for Identifying Your Destination PointsAccelerating End User Adoption on Projects</p><p>Techniques for Reaching the Future Desired State</p><p>Examples of Executive Sponsorship Activities</p><p>Prioritize Future </p><p>State</p><p>Clarify Current State </p><p>vs. Path AheadReassure </p><p>Commitment</p><p>Project Timeline</p></li><li><p>21</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>OCM Techniques for Identifying Your Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Techniques for Reaching the Future Desired State</p><p>Example of Visualizing Project Storyboard Roadmap</p><p>2 months from </p><p>Project Go-Live!</p><p>Post Go-Live</p><p>Sustainability</p><p>Q116</p><p>Project </p><p>Kickoff!Measure </p><p>Progress</p><p>Q216</p><p>Project </p><p>Decision </p><p>Gate #1, etc.</p></li><li><p>22</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>OCM Techniques for Identifying Your Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Techniques for Reaching the Future Desired State</p><p>Example of Project Change Champion Footprint</p><p>12 Change </p><p>Champions</p><p>5 Change </p><p>Champions</p><p>8 Change </p><p>Champions</p><p>3 Change </p><p>Champions</p><p>1 Change </p><p>Champion</p><p>Understand the footprint of impact </p><p>&amp; mobilize champions accordingly!</p></li><li><p>23</p><p>Checkpoint #3</p><p>Project Change Champions play a key role in:</p><p>a) partnering with the project as advocates for the </p><p>future state</p><p>b) influencing buy-in and adoption of the future state</p><p>c) providing recommendations for accelerating </p><p>adoption</p><p>d) all of the above</p></li><li><p>24</p><p>Checkpoint #3</p><p>Project Change Champions play a key role in:</p><p>a) partnering with the project as advocates for the </p><p>future state</p><p>b) influencing buy-in and adoption of the future state</p><p>c) providing recommendations for accelerating </p><p>adoption</p><p>d) all of the above</p><p>d) You got it again!</p></li><li><p>25</p><p>Improving &amp; Sustaining End User </p><p>Adoption Post Go-Live</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Workshop Introduction</p><p>Accelerating End User Adoption on Projects</p><p>Improving &amp; Sustaining End User Adoption Post Go-Live</p></li><li><p>26</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying Drivers for Your Journey</p><p>Accelerating End User Adoption on Projects</p><p>Improving &amp; Sustaining End User Adoption Post Go-Live</p><p>Important to have approach in place </p><p>that will improve and sustain end-user </p><p>adoptionafter the project goes live!</p></li><li><p>27</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying Drivers for Your Journey</p><p>Accelerating End User Adoption on Projects</p><p>Improving &amp; Sustaining End User Adoption Post Go-Live</p><p>You mean theres </p><p>more work to do </p><p>after the projects </p><p>gone live?!?!</p></li><li><p>28</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying Drivers for Your Journey</p><p>Accelerating End User Adoption on Projects</p><p>Improving &amp; Sustaining End User Adoption Post Go-Live</p></li><li><p>29</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying the Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Improving &amp; Sustaining End User Adoption Post Go-Live</p><p>Examples of Techniques for Improving &amp; Sustaining </p><p>End User Adoption:</p><p> Governance Board </p><p> Cross-functional Business Owners</p><p> Established &amp; maintained policies &amp; procedures</p><p> Post Go-Live End User Support Model</p><p> HELP Line</p><p> Support Site</p><p> Measure &amp;</p><p>improve </p><p>adoption</p><p>Need </p><p>assistance? </p><p>We can help!</p></li><li><p>30</p><p>Checkpoint #4</p><p>As part of increasing and sustaining end-user </p><p>adoption, the Governance Board Framework </p><p>should be considered:</p><p>a) after the project goes live</p><p>b) if the project has a roadblock </p><p>c) at the beginning of the project, and thereafter</p></li><li><p>31</p><p>Checkpoint #4</p><p>c) Youre a rock star!</p><p>As part of increasing and sustaining end-user </p><p>adoption, the Governance Board Framework </p><p>should be considered:</p><p>a) after the project goes live</p><p>b) if the project has a roadblock </p><p>c) at the beginning of the project, and thereafter</p></li><li><p>32</p><p>In Summary</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Workshop Introduction</p><p>Accelerating End User Adoption on Projects</p><p>In Summary</p></li><li><p>33</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying the Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Summary</p><p>Have an end user </p><p>adoption goal</p><p>Understand your organizations </p><p>current ability to reach goal</p><p>Partner with the right </p><p>people to help reach the </p><p>future desired state</p><p>Measure, improve </p><p>and sustain end </p><p>user adoption -</p><p>during and after </p><p>go-live!</p><p>1.</p><p>2. 3.</p><p>4.</p></li><li><p>34</p><p>Applying OCM Tools &amp; Techniques on Projects</p><p>Identifying the Destination Points</p><p>Accelerating End User Adoption on Projects</p><p>Questions</p></li><li><p>35</p><p>Contact Information Speaker: Gloria M. Archer, MBA, PMP, PROSCI</p><p> Company: Evolvsys, LLC</p><p> Phone: 832-736-2731</p><p> E-mail: gloriaarchernnetwork@gmail.com</p><p>Thank You</p>mailto:gloriaarchernnetwork@gmail.com</li></ul>

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