change management breakdown

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DART CHANGE MANAGEMENT Supporting U-M staff through the DART transition

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Breaking down the change management approach for managing DART transition across campus

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Page 1: Change management breakdown

DART CHANGE MANAGEMENTSupporting U-M staff through the DART transition

Page 2: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

WHAT KIND OF SUPPORT WILL WE PROVIDE?

Comprehensive training materials Instructor-led & Online training Unit Liaison Program Updates Briefs Demonstrations Preparation checklists Guidance/Coaching

Page 3: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

HOW WILL WE MANAGE SUPPORT?

Project team mapped a “Change Management” approach This presentation explains each section in greater detail

3

DART: Donor and Alumni Relationship Tool

This diagram illustrates how communications, training, and other resources will be provided before and after DART goes live.

You can download the map online: http://bit.ly/ChangeDiagram

Page 4: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

4

DART: Donor and Alumni Relationship Tool

So far in the project, we’ve focused on system design, while building awareness across U-M campuses.

Page 5: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

5

DART: Donor and Alumni Relationship Tool

When we finish designing a functional area, like Constituent Management,the team evaluates system and business process changes.

Page 6: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

6

DART: Donor and Alumni Relationship Tool

When we finish designing a functional area, like Constituent Management,the team evaluates system and business process changes.

In each design area, we collect more specifics on what’s different in DART.

Page 7: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

7

DART: Donor and Alumni Relationship Tool

When we finish designing a functional area, like Constituent Management,the team evaluates system and business process changes.

In each design area, we collect more specifics on what’s different in DART.

We’re learning about business process and system changes that could impact campus in different ways.

Page 8: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

8

DART: Donor and Alumni Relationship Tool

When we finish designing a functional area, like Constituent Management,the team evaluates system and business process changes.

In each design area, we collect more specifics on what’s different in DART.

We’re learning about business process and system changes that could impact campus in different ways.

Now we’re shifting our focus to campus preparations.

Page 9: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

9

DART: Donor and Alumni Relationship Tool

You may have heard – We’re starting a “Unit Liaison Program.”

It will help us understand how DART changes will impact your unit.

Page 10: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

10

DART: Donor and Alumni Relationship Tool

You may have heard – We’re starting a “Unit Liaison Program.”

It will help us understand how DART changes will impact your unit.

A Unit Liaison (UL) will be designated for your unit. Together, we will figure out how your unit can address the changes.

Your UL will connect you to communications, training, and resources delivered by the project team.

Page 11: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

11

DART: Donor and Alumni Relationship Tool

You may have heard – We’re starting a “Unit Liaison Program.”

It will help us understand how DART changes will impact your unit.

A Unit Liaison (UL) will be designated for your unit. Together, we will figure out how your unit can address the changes.

Your UL will connect you to communications, training, and resources delivered by the project team.

He/she will also collaborate with your Financial UL, if one exists for your unit.

Learn more about the UL Program on our website: http://bit.ly/DART-UL

Page 12: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

12

DART: Donor and Alumni Relationship Tool

You may have heard – We’re starting a “Unit Liaison Program.”

It will help us understand how DART changes will impact your unit.

A Unit Liaison (UL) will be designated for your unit. Together, we will figure out how your unit can address the changes.

Your UL will connect you to communications, training, and resources delivered by the project team.

He/she will also collaborate with your Financial UL, if one exists for your unit.

Learn more about the UL Program on our website: http://bit.ly/DART-UL

Page 13: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

13

DART: Donor and Alumni Relationship Tool

Looking ahead:Test, train, and prepare for DART Go-Live.

Page 14: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

14

DART: Donor and Alumni Relationship Tool

Looking ahead:Test, train, and prepare for DART Go-Live.

Unit Liaisons (ULs) will help us understand who needs access and training.

Page 15: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

15

DART: Donor and Alumni Relationship Tool

Looking ahead:Test, train, and prepare for DART Go-Live.

Unit Liaisons (ULs) will help us understand who needs access and training.

Project team will use real U-M data and business processes to test DART before Go-Live.

Page 16: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

16

DART: Donor and Alumni Relationship Tool

Looking ahead:Test, train, and prepare for DART Go-Live.

Unit Liaisons (ULs) will help us understand who needs access and training.

Project team and ULs will guide units through preparation tasks.

Page 17: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

17

DART: Donor and Alumni Relationship Tool

Looking ahead:Test, train, and prepare for DART Go-Live.

ULs will help us understand who needs access and training.

Project team and ULs will guide units through preparation tasks.

Before Go-Live, we’ll verify all units are fully prepared, trained, and ready to go.

Page 18: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

18

DART: Donor and Alumni Relationship Tool

After Go-Live, the team will work on stabilizing DART.

Page 19: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

19

DART: Donor and Alumni Relationship Tool

After Go-Live, the team will work on stabilizing DART.

Training, Communications, and the Unit Liaison Program will continue to support staff as they use DART.

Page 20: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

20

DART: Donor and Alumni Relationship Tool

After Go-Live, the team will work on stabilizing DART.

Training, Communications, and the Unit Liaison Program will continue to support staff as they use DART.

Training and other resources will be available through My LINC and ITS Help Desk after Go-Live.

Page 21: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

21

DART: Donor and Alumni Relationship Tool

After Go-Live, the team will work on stabilizing DART.

Training, Communications, and the UL Program will continue to support staff as they use DART.

Training and other resources will be available through My LINC and ITS Help Desk after Go-Live.

ULs will continue meeting and connecting staff to resources after DART goes live.

Page 22: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

22

DART: Donor and Alumni Relationship Tool

The Big Picture: End-to-End Support

Page 23: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

23

DART: Donor and Alumni Relationship Tool

The Big Picture: End-to-End Support

Communications, training, resources + UL Program to prepare for this new system, and to support staff when the system is live

Page 24: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

24

DART: Donor and Alumni Relationship Tool

The Big Picture: End-to-End Support

Communications, training, resources + UL Program to prepare for this new system, and to support staff when the system is live.

Page 25: Change management breakdown

LifelongEngagement DART DAC Replacement / DART Implementation

QUESTIONS?

Input opportunities

E-mail a question to [email protected]

DART Project Web Sitehttp://tinyurl.com/DARTproject

DART: Donor and Alumni Relationship Tool