prosci webinar - how to integrate change management and project management

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CHANGE MANAGEMENT How to Integrate Change Management and Project Management Prosci Webinar

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C H A N G E M A N A G E M E N T

HowtoIntegrateChangeManagementandProjectManagementProsci Webinar

©Prosci.AllRightsReserved. 2

Essen/als of Change Management Series UnderstandtheWhy,WhatandHowofChangeManagement

HowtoApplytheProsciADKAR®

Model

FiveTenetsofChange

ProsciMethodologyOverview

Phase1:PreparingforChange

Phase2:ManagingChange

Phase3:ReinforcingChange

©Prosci.AllRightsReserved. 3

Prosci® 3- Phase Process

Phase3:ReinforcingChange

Phase2:ManagingChange

Phase1:PreparingforChange

ChangeManagementStrategy

ReadinessAssessments

IntegraNonintoProjectPlan

CommunicaNonsPlan

SponsorRoadmap

CoachingPlan

TrainingPlan

ResistanceMgmtPlan

AdopNon,UsageMeasurement

Sustainment

LessonslearnedPrepareCMTeamandIdenNfySponsors

Strategy Plans Sustainment

©Prosci.AllRightsReserved. 4

Foreshadowing from Methodology Webinar TheWorkStreamsAreWhatWeCanIntegrateintotheProject

Plan

IniAate Plan Design Develop Deploy

KickOff "GoLive"

Phase3:ReinforcingChange

Phase2:ManagingChange

Phase1:PreparingforChange

Strategy CommunicaNonsPlan Sustainment

SponsorRoadmap

CoachingPlan

TrainingPlan

ResistanceManagementPlan

A D K A R

©Prosci.AllRightsReserved. 5

#1Sponsorship

#5EmployeeEngagement

#6CommunicaAon

#7MiddleManagementEngagement

#2ChangeManagementApproach

#3ChangeManagementResources

#4IntegraNngwithPM

TheGoal:Employee

adopAonandusage

TopContributorstoSuccess–RelaAonshiptoAdopAonandUsageCopyright©2016ProsciInc.BestPrac*cesinChangeManagement–2016Edi*on

Greatest Contributor to Success: #4

©Prosci.AllRightsReserved. 6

DefiningTheElementsof

SuccessfulChange

IntegraNngChange

ManagementandProjectManagement

UnderstandingtheFiveKeysto

EffecAveIntegraAon

HOWTOINTEGRATECMANDPM

©Prosci.AllRightsReserved. 7

DefiningTheElementsof

SuccessfulChange

IntegraNngChange

ManagementandProjectManagement

UnderstandingtheFiveKeysto

EffecAveIntegraAon

HOWTOINTEGRATECMANDPM

©Prosci.AllRightsReserved. 8

Current TransiNon Future

C C C C C

C C C C C

C C C C C

C C C C C

C C C C C

T T T T T

T T T T T

T T T T T

T T T T T

T T T T T

F F F F F

F F F F F

F F F F F

F F F F F

F F F F F

MadeUpofIndividualChanges

OrganizaNonalChange

©Prosci.AllRightsReserved. 9

Successful Change Requires Both the Technical and People Sides

*DarylConner

Currentstate

TransiNonstate

Futurestate

TechnicalSide

PeopleSide

ResultsOutcomesSuccess

InstallaNon*

RealizaNon*

Design

Deliver

Develop

Embrace

Use

Adopt

©Prosci.AllRightsReserved. 10

Comparing Change Management and Project Management

Currentstate

TransiNonstate

Futurestate

ProjectManagement

ChangeManagement

Process:•  IniAaAon•  Planning•  ExecuAng•  Monitoring/

controlling•  Closing

Tools:•  Statementofwork•  Projectcharter•  Businesscase•  Workbreakdownstructure•  BudgetesAmaAons•  ResourceallocaAon•  Schedule•  Tracking

Process:OrganizaNonal:•  Preparingforchange•  Managingchange•  Reinforcingchange™Individual:•  ADKAR®

Tools:•  Individualchangemodel•  Readinessassessment•  CommunicaAonplans•  Sponsorroadmaps•  Coachingplans•  Trainingplans•  Resistancemanagement•  Reinforcement

Focus:Technicalsideofmovingfromcurrentstatetofuturestate

Focus:Peoplesideofmovingfromcurrentstatetofuturestate

©Prosci.AllRightsReserved. 11

ProjectManagement

isthedisciplineofiniAaAng,planning,execuAng,controlling,andclosingtheworkofateamtoachievespecificgoalsand

meetsuccesscriteria.

Defini/on Comparison

ChangeManagementistheapplicaAonofa

structuredprocessandsetoftoolsforleadingthepeopleside

ofchangetoachieveadesiredoutcome.

©Prosci.AllRightsReserved. 12

©Prosci.AllRightsReserved. 13

Successful projects require all three corners of the Prosci® PCT™ Model

Prosci®PCT™Model

©Prosci.AllRightsReserved. 14

What Are We Trying to Achieve?

OrganizaNonalBenefits

ProjectObjecNves

•  Revenue•  Costs•  Profits•  Efficiencies•  Compliance•  Safety•  ProcessExcellence•  CustomerSaAsfacAon

•  Metricsandmeasurementsofspecificimprovements

•  Whattheprojectistryingtodeliver

•  HowtheorganizaAonwillbedifferentaferthechangeisimplemented

©Prosci.AllRightsReserved. 15

©Prosci.AllRightsReserved. 16

Prosci® ADKAR® Model

©Prosci.AllRightsReserved. 17

DefiningTheElementsof

SuccessfulChange

IntegraNngChange

ManagementandProjectManagement

UnderstandingtheFiveKeysto

EffecAveIntegraAon

HOWTOINTEGRATECMANDPM

©Prosci.AllRightsReserved. 18

ProjectManagementandChangeManagementare

complementarydisciplineswithacommonobjecNve

©Prosci.AllRightsReserved. 19

Founda/on of Integra/on

*DarylConner

Currentstate

TransiNonstate

Futurestate

TechnicalSide

PeopleSide

ResultsOutcomesSuccess

InstallaNon*

RealizaNon*

Design

Deliver

Develop

Embrace

Use

Adopt

©Prosci.AllRightsReserved. 20

Individual:

Awareness Desire Knowledge Ability Reinforcement

OrganizaNonal:

CommunicaNonsPlan

SponsorRoadmap

CoachingPlan

TrainingPlan

ResistanceMgmt

Phase3:ReinforcingChange

Phase2:ManagingChange

Phase1:PreparingforChange

©Prosci.AllRightsReserved. 21

Let’s Walk Through This Together TheWorkStreamsAreWhatWeCanIntegrateintotheProject

Plan

IniAate Plan Design Develop Deploy

KickOff "GoLive"

Phase3:ReinforcingChange

Phase2:ManagingChange

Phase1:PreparingforChange

Strategy CommunicaNonsPlan Sustainment

SponsorRoadmap

CoachingPlan

TrainingPlan

ResistanceManagementPlan

A D K A R

©Prosci.AllRightsReserved. 22

‘Ability at Go Live’ Exercise

IniAate Plan Design Develop Deploy

KickOff "GoLive"1.   Beginwithkey

projectevents

A D K A R2.   Layinthe

individualmilestones

Phase3:ReinforcingChange

Phase2:ManagingChange

Phase1:PreparingforChange

Strategy Plans Sustainment

4.AlignorganizaNonaldeliverablestodriveindividualmilestones

3.   Considerdifferencesinimpactedgroups

©Prosci.AllRightsReserved. 23

How Can We Integrate Change Management into a Project

ProjectManagementDesign,DevelopandDeliverSoluAonEffecAvely

ChangeManagementSoluAonisEmbraced,AdoptedandUsedProficiently

People Processes Tools

©Prosci.AllRightsReserved. 24

Integra/ng CM & PM

ProjectManagementDesign,DevelopandDeliverSoluAonEffecAvely

ChangeManagementSoluAonisEmbraced,AdoptedandUsedProficiently

People Processes Tools

Did Didn't

Anditma]ered:“Good”or“Excellent”CM

71%IntegratedCM&PM

Did

Didn't

?

©Prosci.AllRightsReserved. 25

Integra/ng CM and PM

CollaboraNon

Cross-training

DefineRolesandResponsibiliNes

PeopleDimension

PMCM

37%

PMCM

CM

14%

PM&CM

22%

PM CM

21%

©Prosci.AllRightsReserved. 26

Integra/ng CM and PM

PMCM

PMCM

PM

CM

ProcessDimension

IntegratePlans

AlignTimelines

SequenceTasks

AddDeliverables

2017 2018

J F M A M J J A S O N D J F M A M J J A S O N D

IniAate

Plan

Design

Develop

Deploy

P2–ManagingChange

P3–ReinforcingChange

P1–PreparingforChange

©Prosci.AllRightsReserved. 27

ChangeManagementAcNviNesProjectManagementAcNviNes

IniAateProject

ScopeProject Conductreadinessassessmentsandimpactanalysis

IdenAfyandbeginbuildingsponsorcoaliAonSelectandpreparechangemanagementteamPlanProject

IdenAfyandaddressanAcipatedresistance

Communicatewhychangeishappening(sponsors)

EstablishobjecAves

Documentapproach

Defineteamandbudgetrequirements

DevelopSoluAonIdenAfytrainingrequirementsanddeveloptrainingEvaluatealternaAves

ArchitectsoluAon ConAnuecommunicaAons,sponsorshipandcoachingacAviAes

DesignSoluAon Prepareandequipmanagersandsupervisors

LaunchgroupandcoachingsessionsReinforcekeymessages(sponsors)

ConAnuecommunicaAonsandsponsorshipacAviAes

Benchmarkandgatherdata

Generateideasandselectconcepts

ModelsoluAons

Documentrequirements

ConAnuecommunicaAonsandsponsorshipacAviAes

©Prosci.AllRightsReserved. 28

Integra/ng CM and PM ToolDimension

CommunicaAonPlan

ProjectPlan

TrainingPlan

Schedule

StakeholderAnalysis/Assessment

ImpactAnalysis/Assessment

Scope

LessonsLearned

RiskAnalysis/Assmt/Log

BusinessCase

ReadinessAssessment

CommunicaAonPlan

ProjectPlan

TrainingPlan

Schedule

StakeholderAnalysis/Assessment

ImpactAnalysis/Assessment

Scope

LessonsLearned

RiskAnalysis/Assmt/Log

BusinessCase

ReadinessAssessment

CommunicaAonPlan

ProjectPlan

TrainingPlan

Schedule

StakeholderAnalysis/Assessment

ImpactAnalysis/Assessment

Scope

LessonsLearned

RiskAnalysis/Assessment/Log

BusinessCase

ReadinessAssessment

68%

65%

60%

56%

54%

52%

51%

79%

78%

91%

81%

©Prosci.AllRightsReserved. 29

DefiningTheElementsof

SuccessfulChange

IntegraNngChange

ManagementandProjectManagement

UnderstandingtheFiveKeysto

EffecAveIntegraAon

HOWTOINTEGRATECMANDPM

©Prosci.AllRightsReserved. 30

Bothteamsarefocusedonresultsandoutcomes

Prerequisites to Integra/on

Thereisastructuredapproachtochangemanagement

©Prosci.AllRightsReserved. 31

Supportandbuy-infromprojectteams

Supportfromleadership

Scope,AmingandprioriAzaAon

DirecAononhowtointegrate

RoledefiniAonandclarity

1

2

3

4

5

5 Keys to Effec/ve Integra/on

©Prosci.AllRightsReserved. 32

MakeChangeManagement

meaningfulandrealbyconnecAngtowhat

theprojectteamcaresabout

1 Support and Buy-In from Project Teams

©Prosci.AllRightsReserved. 33

48%

62% 70%

81%

0%

100%

Poor Fair Good Excellent

14%

32%

52%

71%

0%

100%

Poor Fair Good Excellent

15% 42%

76%

94%

0%

100%

Poor Fair Good Excellent 0%

100%

Poor Fair Good Excellent

•  Improveprojectresultsandoutcomes

•  DrivebenefitrealizaAonandfinancialreturn

•  Minimizerisks

•  Reduce“re”costs

MetorexceededobjecNvesOnscheduleOnbudget

ChangeManagementEffecAveness

Support and Buy-In from Project Teams

1

©Prosci.AllRightsReserved. 34

Prosci®PCT™Model

Communicatedirectlywithemployees.

ParNcipateacNvelyandvisiblythroughouttheproject.

BuildacoaliNonofsponsorshipwithpeersandmanagers.

Support From Leadership

2

©Prosci.AllRightsReserved. 35

Support From Leadership

2

©Prosci.AllRightsReserved. 36

ProacNve(notfirefighNng) “AdopNonandusage”fromthebeginning

64% 56% 49% 37%

%thatmetorexceededobjecAves

0%

Scope, Timing, and Priori/za/on

3

©Prosci.AllRightsReserved. 37

ProjectManagementDesign,DevelopandDeliverSoluAonEffecAvely

ChangeManagementSoluAonisEmbraced,AdoptedandUsedProficiently

People Processes Tools

Direc/on on How to Integrate

4

©Prosci.AllRightsReserved. 38

Execs & Senior Leaders

Front-Line

Middle Managers & Supervisors

Change resource/

team

Project Team

Project SMEs and

support

StructureEnable

IntegrateFocus

ExperAseExperience

OrganizaAonStructure ChangeStructure

Role Defini/on and Clarity

5

©Prosci.AllRightsReserved. 39

DefiningTheElementsof

SuccessfulChange

IntegraNngChange

ManagementandProjectManagement

UnderstandingtheFiveKeysto

EffecAveIntegraAon

HOWTOINTEGRATECMANDPM

©Prosci.AllRightsReserved. 40

PM CM

IntegraAngChangeManagement&ProjectManagement

DefiningChangeManagementwithinthecontextofyourproject

CostBenefitAnalysis

Delivering Project Results (DPR) Workshop

C H A N G E M A N A G E M E N T

HowtoIntegrateChangeManagementandProjectManagementProsci Webinar