navigating the people side of change on an agile project · 2018-04-03 · navigating the people...
TRANSCRIPT
Navigating the People Side of Change on an
Agile Project
Tina Saunders, Manager, CapTech
Learning Objectives
• Identify the differences and critical success factors for managing change on an Agile (vs. Waterfall) project • Describe how to lead change sprint by sprint • Discuss a successful Agile OCM approach
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 2
Agile OCM Challenges
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 3
Write down 1-‐2 Agile OCM challenges
We are now changing what?
How fast is this sprint?
What do you mean you don’t know the
end state?
It changed again? We’re going
to release when?
But we’re not ready!!!!
Top three challenges
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 4
Planning Time Informa1on
The critical success factors you learn today will provide the tools to meet these challenges head on!
What do these challenges have in common?
Breaking it down in stages
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 5
These are the three stages in which you will need to lead and manage change
Today we will learn the top three critical success factors for each stage
Stage One: Kickoff
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 6
What do you need to do first, no matter when the OCM effort is initiated?
Kickoff: CSF #1
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 7
Cri1cal Success Factor Change You First
Change You First
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 8
Execute Analyze Plan
Are you used to having information up front?
Change You First
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 9
Can you lead without slides?
Can you facilitate when you don’t have the answers?
Change You First
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 10
The flow of information, revelation of impact, and evolution of
solutions is a constant churn
with Agile
?
? ?
?
? ?
Change You First
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 11
Cri1cal Success Factor Change You First
It affects how you problem solve challenges and how you will lead change.
Kickoff: CSF #2
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 12
Cri1cal Success Factor Unify your change partners
Unify Your Partners
• Beta Users • Communications • Human Resources • Training Developers • Training Facilitators
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 13
• Application • Business Operations • Training Environment • Change Sponsors
Unify Your Partners
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 14
• Set Guidelines • Set Expectations • Explain Drivers • Align to Mission • What’s at Risk? • Relate Their Significance • Motivate to participate
Unify Your Partners
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 15
Engaged
Infor
med
Go Live!
Kick Off!
Unify Your Partners
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 16
Cri1cal Success Factor Unify your change partners
It affects their mindset, motivation, and participation in the success of the project.
Kickoff: CSF #3
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 17
Cri1cal Success Factor Keep plans simple
Keep Plans Simple
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 18
Analyze
Plan
Execute
Waterfall Assess Execute (Repeat)
Agile
Keep Plans Simple
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 19
Here
There
Waterfall
Keep Plans Simple
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 20
Here
There
Agile
Kickoff: CSF #3
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 21
Cri1cal Success Factor Keep plans simple
It frees you up to let the details evolve without costly rework.
Stage One: Kickoff
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 22
• Change you first • Unify your change partners • Keep plans simple
What could go wrong?
Top three challenges
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 23
Planning Time Informa1on
Wasted time, confusion, and disarray are big costs you can’t afford
Remember…
Stage Two: Sprint by Sprint
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 24
What do you need to do to lead, not follow, change sprint by sprint?
Stage Two: Sprint by Sprint
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 25
!!! Finalize Train the Trainers
Training
Go Live
Sprint by Sprint: CSF #1
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 26
Cri1cal Success Factor Assess impact story by story
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 27
Story
Assess Impact Story by Story
Stories are like bite-sized
requirements
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 28
Assess Impact Story by Story
Who, What, Why, and How
“As a(n) _____, I need to ____, so that ____.” (who) (what) (why)
Acceptance Criteria = How
Story:
Now you have what you need to assess impact!
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 29
Assess Impact Story by Story
“As a(n) _____, I need to ____, so that ____.” (who) (what) (why)
Story:
“As a Claims Intake Agent, claim intake process in a dropped call scenario,
I need to complete the
so that I can submit the claim to back office and maintain regulatory compliance.”
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 30
Assess Impact Story by Story
1. Select “dropped call” from the Action Menu 2. Check box to confirm dropped call
a) Select “cancel” if not a dropped call scenario and return user to previous screen
3. Enter up to 500 characters into explanation text box
4. Submit claim to back office
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 31
Assess Impact Story by Story
“As a Claims Intake Agent, claim intake process in a dropped call scenario,
I need to complete the
so that I can submit the claim to back office and maintain regulatory compliance.”
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 32
Assess Impact Story by Story
As Is/To Be assessment
Same people?
New steps?
Easier? Faster? More complex? New skill set?
Is it a performance measure today/
tomorrow?
Reporting?
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 33
Cri1cal Success Factor Assess impact story by story
It provides you insight to assess change impact and keep pace with the sprint schedule.
Sprint by Sprint: CSF #1
Sprint by Sprint: CSF #2
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 34
Cri1cal Success Factor Equip and engage
stakeholders in the journey
Equip & Engage Stakeholders
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 35
Don’t wait until the end-state is figured out to begin engaging stakeholders
Engage early and bring them on the
journey!
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 36
It builds their understanding and ownership of the end state.
Sprint by Sprint: CSF #2
Cri1cal Success Factor Equip and engage
stakeholders in the journey
Sprint by Sprint: CSF #3
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 37
Cri1cal Success Factor Build training as you go
Build training as you go
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 38
nalyze esign evelop mplement
valuate
esign ssess evelop
mplement valuate
Waterfall Agile
Build training as you go
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 39
Remember, time is limited after product completion
Finalize Train the Trainers
Training
Go Live
! !
Build training as you go
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 40
Leverage your Beta Users!
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 41
It keeps pace with the sprint schedule, minimizing risk of pushing out the release date.
Sprint by Sprint: CSF #3
Cri1cal Success Factor Build training as you go
Stage Two: Sprint by Sprint
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 42
• Assess impact story by story • Equip and engage stakeholders in
the journey • Build training as you go
What could go wrong?
Top three challenges
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 43
Planning Time Informa1on
Waiting for anything is a cost you can’t afford
Remember…
Stage Three: Release
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 44
What do you need to do to get ready for the release?
Release: CSF #1
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 45
Cri1cal Success Factor UAlize hands-‐on training
Minimizes training materials
Quick incorpora1on of last-‐minute code
changes
The most flexible design op1on
Be]er training
experience
Accelerates the review process
Utilize Hands-on Training
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 46
Do Don’t Use test environment Record CBTs
Use same environment for TTT as training Depend on screen shots
Have system SMEs to troubleshoot
Create Unnecessary Materials
“Pad” class length Forget your Beta Users
Release: CSF #1
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 47
Cri1cal Success Factor UAlize hands-‐on training
It maintains current training content without hours of editing and rework.
Release: CSF #2
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 48
Cri1cal Success Factor UAlize review sessions to
finalize materials
Utilize Review Sessions
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 49
Review Edit Review Edit Finalize
Sequential Reviews
Review Session
Review Finalize
Waterfall
Agile
Release: CSF #2
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 50
Cri1cal Success Factor UAlize review sessions to
finalize materials They accomplish the same goal but in a faster,
more collaborative manner.
Release: CSF #3
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 51
Cri1cal Success Factor Leverage your Beta Users at
Go Live
Leverage Your Beta Users
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 52
The Beta Users are your strongest user group. So, let them lead the way.
They are critical to the stabilization and sustained success of the project.
Release: CSF #3
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 53
Cri1cal Success Factor Leverage your Beta Users at
Go Live Their personal connection has the biggest
impact on sustained user adoption.
Tying it All Together
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 54
• Utilize hands-on training • Utilize review sessions
to finalize training materials • Leverage your Beta
Users at Go Live
• Assess impact story by story • Equip and engage
stakeholders in the journey • Build training as you
go
• Change you first • Unify your
change partners • Keep plans
simple
Learning Objectives
• Identify the differences and critical success factors for managing change on an Agile (vs. Waterfall) project • Describe how to lead change sprint by sprint • Discuss a successful Agile OCM approach #ACMP2015 © 2015 Associa1on For Change Management Professionals. 55
How did we do?
Questions and answers
#ACMP2015 © 2015 Associa1on For Change Management Professionals. 56