Tools for Project Change Management

www.TobyElwin.com

SharePoint Project Templates for Organization Success

Project success depends on proper scope management

q  Scope is expectation and if expectation is not clear to people there is no way to know what success looks like

q  When projects fail, people lose confidence in coworkers and the organization.

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More frequently projects fail the more organization resistance increases:

q  Senior stakeholder desire to back new projects decreases

q  Willingness to get the best to work on projects: no one wants association with failure

Scope sets both rational and emotional resource commitment

When projects succeed, organizations succeed

Each template feeds into the next to claim scope

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Impact Assessment

Stakeholder Assessment

Communications Plan

Review with

Sponsor

Stakeholder Future State

Stakeholder Current

State Scope phase Plan phase

Impact Assessment

Stakeholder Assessment

Communications Plan

Review with

Sponsor

Stakeholder Future State

Stakeholder Current

State

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Impact feeds stakeholder assessment

Impact to: •  Enterprise, •  Division, •  Team, •  Job category Type of impact: •  Culture, •  Process, •  Structure Potential resolution: •  Training, •  Communication, •  Alignment

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Stakeholder analysis feeds communication

Identify: •  Influence •  Disposition •  Level of Awareness •  Criticality Motivation: •  Priorities, •  Level of involvement, •  Disposition Potential engagement: •  Level of effort, •  Delivery, •  Matrix •  Measure/Adjust

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Stakeholder analysis provides current- and future-state

1.  Plot two stakeholders views: 1) current-state matrix and 2) proposed-state matrix

2.  Review impact assessment, stakeholder assessment both matrices to identify new opportunities and risks

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Communications planning prepares project management

Plan: •  Objective, •  Audience Feedback: •  Communication, •  Phase, •  Frequency Delivery: •  Level of effort, •  Delivery Channel, •  Measure/Adjust

Appendix

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Load template(s) to SharePoint – slide 1 of 2: upload

3.

5.

Go to: 1.  Site Actions 2.  Site Settings 3.   List templates 4.  Documents 5.   Upload

Document 6.   Browse and

select “OK”

6.

Appendix

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Appendix Activate template(s) to SharePoint – slide 2 of 2: create

5.

Go to: 1.  Site Actions 2.  View All Site Content 3.   Create 4.  Scroll to template 5.   Select 6.   Create Name 7.  select Create

6. After this process a blank list template will load ready for use.

3.

@TobyElwin

email@TobyElwin.com

http://TobyElwin.com

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q  Community Persona design

q  Scope: or how to manage projects for organization success

q  How to launch and manage your social media identity

Blog Resources @TobyElwin.com

Appendix Thank You

But I don’t want to go among mad people,” Alice remarked

“Oh, you can’t help that”, said the Cat: “we’re all mad here.

I’m mad. You’re mad.”

“How do you know I’m mad?” said Alice

“You must be,” said the Cat, “or you wouldn’t have come here.”

Alice’s Adventures in Wonderland, by Lewis Carroll