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Implementing technology

Change Management Presentation
Agenda

    Background – Importance of Change Management

    Sample Case Studies

    Issues/Obstacles facing software projects

    The Pillars of Change

    Change Management Framework

    Your Role as a Change Champion

    Conclusions
Where does this workshop fit within a project?


                                      Integrated Programme and Project Management

                                             Technology Foundation Execution

                                          Organisation & Change Management

                                                          Define Organisation
                    Analyse Process      Define Process                         Define Systems    Plan Service
                                                              and Change
                         (As Is)             (To Be)                             Requirements      Transition
For each service




                                                            Requirements



                                                            Develop process      Provide User
                        Design              Develop
                                                             and systems        and Technology   Deploy systems
                      Applications         Applications
                                                            Documentation          Training



                         Provide
                                            Measure             Refine
                   Post-Implementation
                                            Success       Strategy and Vision
                         Support
Background/Importance of Change Management



So what is change management about?
•   Who are the people affected by the change?
•   How does the change affect them?
•   Can the change be enforced on them and is this approach likely to
    succeed?
•   What benefits will the change for people involved?
•   What benefits do we expect from this change and how can we
    manage these expectations?
1. Value Proposition (for all stakeholders) is critical.
2. Marketing of the service is critically important.
3. Success needs to be driven by a customer or client-centric approach.
4. Avoid “channel conflicts” by developing a comprehensive strategy to
   integrate across channels (avoid confusion)
5. Building “community” loyalty needs to be addressed -- portal strategy
   issue.
6. Senior management champions and enterprise-wide participation are
   necessary.
7. Integration with back end legacy applications must be well-managed
   with appropriate resources.

8. Involvement of the end user or customer in the process of developing
   the e-Service significantly enhances the chances of success.

9. Early focus on infrastructure translates to huge business advantage
   later. New types of infrastructure services will provide cost and
   efficiency advantages.

10.Sensitivities around advertising for government portal strategies will
   need to be addressed.
The Pillars of Change


 q Build teams.
 q Manage stakeholders.
 q Manage communications.
 q Transfer skills.
Acceptance of Change - Change Path – Stages of Change
Change Pillars Implementation Staircase

                                                                     Improvement
                                                                 § Provide post
                                                                   implementation
                                                                   support
                                               Transition        § Measure success
                                                                 § Refine e-government
                                                                   strategy and vision
                                             § Develop
                                               application
                                             § Provide user and
                       Definition              technology training
                                             § Deploy system
                     § Define process (TO
                       BE)
                     § Define organisation
   Initiation          and change
                       requirements
                     § Define system
 § Analyse             requirements
   process (AS IS)
                     § Plan service
                       transition
                     § Design application
                     § Develop process and
                       system
                       documentation
Change Pillars Implementation Staircase

                                   Stakeholders
                                                                               Improvement
                                                                              q Conduct improvement
                                                                                stakeholder
                                                                                workshops/meetings “get
                                                                                feed back”
                                                           Transition
                                                       q Conduct transition
                                                         stakeholder
                                                         workshops/meetings
                                                         “involve”
                             Definition

                          q Conduct definition
                            stakeholder
                            workshops/meetings
                            “explain and provide
    Initiation              details - get
                            commitment”
                          q Define change agents and
q Identify stakeholders     assign roles.
  groups and issues
q Conduct initiation
  stakeholder
  workshops/meetings
  “inform”
Change Pillars Implementation Staircase

                             Manage Communication
                                                                                               Improvement
                                                                                              q Need to develop overall
                                                                                                programme level actions
                                                                                              q Execute communication Plan
                                                                                                for specific service
                                                                     Transition                 “Celebrate Success and
                                                                                                communicate
                                                                                                achievement”
                                                                q Need to develop overall
                                                                  programme level actions
                                                                q Execute communication
                                                                  Plan for specific service
                                     Definition                   “Maintain enthusiasm”


                                 q Need to develop overall
                                   programme level actions
                                 q Execute communication Plan
    Initiation                     for specific service
                                   ”Communicate Value and
                                   Road Map”
q Define overall communication
  plan (build project level
  staircase)
q Define service communication
  plan (build service specific
  staircase).
q Execute initiation stage
  communication”Generate
  Interest”
Change Pillars Implementation Staircase

                                        Transfer Skill
                                                                                            Improvement
                                                                                           q Execute technology
                                                                                             infrastructure training
                                                                                             plan

                                                                   Transition
                                                              q Execute technology
                                                                infrastructure training
                                                                plan
                                                              q Execute transition stage
                                    Definition                  training plan
                                                                “Nominate and
                                                                develop key service
                                 q Execute technology           experts”
                                   infrastructure training
                                   plan
      Initiation                 q Execute definition stage
                                   training plan “Build
                                   advanced/sophisticate
                                   d Capabilities”
  q Identify technology
    foundation skill gaps.
  q Develop technology
    foundation training plan
  q Identify service skill gap
  q Develop Training plan
    and Execute initiation
    phase training “Build
    Basic/Core
    Skills/capabilities”
Change Pillars Implementation Staircase

                                      Building Teams
                                                                                              Improvement
                                                                                             q Engage teams in project
                                                                                               review exercise


                                                                        Transition
                                                                   q Monitor team dynamics
                                                                   q Establish future
                                                                     implementation team
                                                                     member roles
                                      Definition
                                  q Establish the Implementation
                                    Teams
                                  q Conduct implementation team
     Initiation                     introductory workshop
                                  q Monitor team dynamics

 q Establish the Steering Committee
 q Establish the Change Sponsor
 q Establish the Change Champions
 q Establish the Core Change Team
 q Establish the project reporting
   structure
 q Communicate the team framework
Change Pillars Implementation Staircase
                                                         Change Pillars
                                                          Change Pillars
                                                    Implementation Staircase
                                                     Implementation Staircase
                                                                                                                                  Improvement
                                                                                                                                q Engage teams in project review
                                                                                                                                  exercise
                                                                                                                                q Conduct stakeholder
                                                                                                Transition                        workshops/meetings “get feed
                                                                                                                                  back”
                                                                                                                                q Need to develop overall programme
                                                                                       q Monitor team dynamics
                                                                                       q Establish future implementation team     level actions
                                                                                                                                q Execute communication Plan for
                                                                                         member roles
                                                    Definition                         q Conduct stakeholder                      specific service “Celebrate Success
                                                                                                                                  and communicate achievement”
                                                                                         workshops/meetings “involve”
                                                                                                                                q Execute technology infrastructure
                                                                                       q Need to develop overall programme
                                           q Establish the Implementation Teams
                                                                                                                                  training plan
                                           q Conduct implementation team                 level actions
                                                                                       q Execute communication Plan for
                                             introductory workshop
             Initiation                    q Monitor team dynamics                       specific service “Maintain
                                           q Conduct stakeholder                         enthusiasm”
                                                                                       q Execute technology infrastructure
q                                            workshops/meetings “explain and
    Establish the Steering Committee
                                                                                         training plan
q                                            provide details - get commitment”
    Establish the Change Sponsor
                                                                                       q Execute training “Nominate and
                                           q Define change agents and assign roles.
q   Establish the Change Champions
                                           q Need to develop overall programme           develop key service experts”
q   Establish the Core Change Team
q                                            level actions
    Establish the project reporting
                                           q Execute communication Plan for specific
    structure
q                                            service”Communicate Value and
    Communicate the team framework
q                                            Road Map”
    Identify stakeholders groups and
                                           q Execute technology infrastructure
    issues
                                                                                                              Change Pillar Legend
q                                            training plan (Gopal)
    Conduct stakeholder
                                           q Execute training “Build
    workshops/meetings “inform”
                                                                                                               qBuild Teams
q                                            advanced/sophisticated Capabilities”
    Define overall communication plan
    (build project level staircase)
                                                                                                               qManage Stakeholders
q   Define service communication plan
    (build service specific staircase).
                                                                                                               qManage Communication
q   Execute communication”Generate
    Interest”
                                                                                                               qTransfer Skills
q   Identify technology foundation skill
    gaps.
q   Develop technology foundation
    training plan
q   Identify service skill gap
q   Develop Training plan and Execute
    training “Build Basic/Core
    Skills/capabilities”
Sample Organization Chart

                          Steering Committee




      Project Manager                                 Change Manager




                                       Change Champion           Core Change Team
    Service Team Leader                Service Champion




                                                       Support Staff           Support Staff



                             Implementation Team(s)
Service Champion Role


   Service    There will be a Service Champion for each service change. The
   Champion   responsibility of the Service Champion will be to monitor and
              implement the four change pillars. In other words the Service
              Champion will be responsible for planning and implementing
              change management activities, and later transferring change
              planning and implementation skills to other members of the
              business area. For example, a Service Champion for the initial
              services to be launched will transfer knowledge to his staff and to
              other Service Champions of later services. The Service Champion
              will also be responsible for allocating and monitoring resources
              selected to participate in the delivery of the services.
Core Change Team Role




  Core Change Team   The Core Change Team will support the Service Champion in
                     the implementation of the change management activities
                     stemming from the four change pillars. This involves support in
                     preparing for change meetings or workshops, playing the role
                     of facilitator in meetings/workshops and the such. In addition
                     the Core Change Team will be responsible for facilitating
                     cross-functional, multi-disciplinary teams in performing tasks
                     and activities.
How do you secure Commitment to change?




    Revise performance measures      Build change agents
    Adopt a stakeholder       Recognise those quot;getting out
    the daily wash
    Implement early wins      Use training as a reward
Some ideas for communication media include:


q Hotlines
q Videos or music videos
                            q Banners Project Plans
q Discussion databases
                            q Process walk-thorough or
q Management round tables
                              role plays
q Informal lunch sessions
                            q electronic Mail
q Team meetings
                            q Teleconferencing
q Business newsletter
                            q Phone-mail with daily
q weekly team newsletter
                              updates
                              Messages in paycheck
                              envelopes
                            q Personal correspondence to
                              team members
Communication Planning Aspects

Ø Audience

Ø Messages

Ø Media

Ø Schedule

Ø Frequency

Ø Responsibility

Ø Feedback Mechanisms

Ø Performance measures and targets

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Sloan Change+Management+Presentation

  • 2. Agenda Background – Importance of Change Management Sample Case Studies Issues/Obstacles facing software projects The Pillars of Change Change Management Framework Your Role as a Change Champion Conclusions
  • 3. Where does this workshop fit within a project? Integrated Programme and Project Management Technology Foundation Execution Organisation & Change Management Define Organisation Analyse Process Define Process Define Systems Plan Service and Change (As Is) (To Be) Requirements Transition For each service Requirements Develop process Provide User Design Develop and systems and Technology Deploy systems Applications Applications Documentation Training Provide Measure Refine Post-Implementation Success Strategy and Vision Support
  • 4. Background/Importance of Change Management So what is change management about? • Who are the people affected by the change? • How does the change affect them? • Can the change be enforced on them and is this approach likely to succeed? • What benefits will the change for people involved? • What benefits do we expect from this change and how can we manage these expectations?
  • 5. 1. Value Proposition (for all stakeholders) is critical. 2. Marketing of the service is critically important. 3. Success needs to be driven by a customer or client-centric approach. 4. Avoid “channel conflicts” by developing a comprehensive strategy to integrate across channels (avoid confusion) 5. Building “community” loyalty needs to be addressed -- portal strategy issue. 6. Senior management champions and enterprise-wide participation are necessary.
  • 6. 7. Integration with back end legacy applications must be well-managed with appropriate resources. 8. Involvement of the end user or customer in the process of developing the e-Service significantly enhances the chances of success. 9. Early focus on infrastructure translates to huge business advantage later. New types of infrastructure services will provide cost and efficiency advantages. 10.Sensitivities around advertising for government portal strategies will need to be addressed.
  • 7. The Pillars of Change q Build teams. q Manage stakeholders. q Manage communications. q Transfer skills.
  • 8. Acceptance of Change - Change Path – Stages of Change
  • 9. Change Pillars Implementation Staircase Improvement § Provide post implementation support Transition § Measure success § Refine e-government strategy and vision § Develop application § Provide user and Definition technology training § Deploy system § Define process (TO BE) § Define organisation Initiation and change requirements § Define system § Analyse requirements process (AS IS) § Plan service transition § Design application § Develop process and system documentation
  • 10. Change Pillars Implementation Staircase Stakeholders Improvement q Conduct improvement stakeholder workshops/meetings “get feed back” Transition q Conduct transition stakeholder workshops/meetings “involve” Definition q Conduct definition stakeholder workshops/meetings “explain and provide Initiation details - get commitment” q Define change agents and q Identify stakeholders assign roles. groups and issues q Conduct initiation stakeholder workshops/meetings “inform”
  • 11. Change Pillars Implementation Staircase Manage Communication Improvement q Need to develop overall programme level actions q Execute communication Plan for specific service Transition “Celebrate Success and communicate achievement” q Need to develop overall programme level actions q Execute communication Plan for specific service Definition “Maintain enthusiasm” q Need to develop overall programme level actions q Execute communication Plan Initiation for specific service ”Communicate Value and Road Map” q Define overall communication plan (build project level staircase) q Define service communication plan (build service specific staircase). q Execute initiation stage communication”Generate Interest”
  • 12. Change Pillars Implementation Staircase Transfer Skill Improvement q Execute technology infrastructure training plan Transition q Execute technology infrastructure training plan q Execute transition stage Definition training plan “Nominate and develop key service q Execute technology experts” infrastructure training plan Initiation q Execute definition stage training plan “Build advanced/sophisticate d Capabilities” q Identify technology foundation skill gaps. q Develop technology foundation training plan q Identify service skill gap q Develop Training plan and Execute initiation phase training “Build Basic/Core Skills/capabilities”
  • 13. Change Pillars Implementation Staircase Building Teams Improvement q Engage teams in project review exercise Transition q Monitor team dynamics q Establish future implementation team member roles Definition q Establish the Implementation Teams q Conduct implementation team Initiation introductory workshop q Monitor team dynamics q Establish the Steering Committee q Establish the Change Sponsor q Establish the Change Champions q Establish the Core Change Team q Establish the project reporting structure q Communicate the team framework
  • 14. Change Pillars Implementation Staircase Change Pillars Change Pillars Implementation Staircase Implementation Staircase Improvement q Engage teams in project review exercise q Conduct stakeholder Transition workshops/meetings “get feed back” q Need to develop overall programme q Monitor team dynamics q Establish future implementation team level actions q Execute communication Plan for member roles Definition q Conduct stakeholder specific service “Celebrate Success and communicate achievement” workshops/meetings “involve” q Execute technology infrastructure q Need to develop overall programme q Establish the Implementation Teams training plan q Conduct implementation team level actions q Execute communication Plan for introductory workshop Initiation q Monitor team dynamics specific service “Maintain q Conduct stakeholder enthusiasm” q Execute technology infrastructure q workshops/meetings “explain and Establish the Steering Committee training plan q provide details - get commitment” Establish the Change Sponsor q Execute training “Nominate and q Define change agents and assign roles. q Establish the Change Champions q Need to develop overall programme develop key service experts” q Establish the Core Change Team q level actions Establish the project reporting q Execute communication Plan for specific structure q service”Communicate Value and Communicate the team framework q Road Map” Identify stakeholders groups and q Execute technology infrastructure issues Change Pillar Legend q training plan (Gopal) Conduct stakeholder q Execute training “Build workshops/meetings “inform” qBuild Teams q advanced/sophisticated Capabilities” Define overall communication plan (build project level staircase) qManage Stakeholders q Define service communication plan (build service specific staircase). qManage Communication q Execute communication”Generate Interest” qTransfer Skills q Identify technology foundation skill gaps. q Develop technology foundation training plan q Identify service skill gap q Develop Training plan and Execute training “Build Basic/Core Skills/capabilities”
  • 15. Sample Organization Chart Steering Committee Project Manager Change Manager Change Champion Core Change Team Service Team Leader Service Champion Support Staff Support Staff Implementation Team(s)
  • 16. Service Champion Role Service There will be a Service Champion for each service change. The Champion responsibility of the Service Champion will be to monitor and implement the four change pillars. In other words the Service Champion will be responsible for planning and implementing change management activities, and later transferring change planning and implementation skills to other members of the business area. For example, a Service Champion for the initial services to be launched will transfer knowledge to his staff and to other Service Champions of later services. The Service Champion will also be responsible for allocating and monitoring resources selected to participate in the delivery of the services.
  • 17. Core Change Team Role Core Change Team The Core Change Team will support the Service Champion in the implementation of the change management activities stemming from the four change pillars. This involves support in preparing for change meetings or workshops, playing the role of facilitator in meetings/workshops and the such. In addition the Core Change Team will be responsible for facilitating cross-functional, multi-disciplinary teams in performing tasks and activities.
  • 18. How do you secure Commitment to change? Revise performance measures Build change agents Adopt a stakeholder Recognise those quot;getting out the daily wash Implement early wins Use training as a reward
  • 19. Some ideas for communication media include: q Hotlines q Videos or music videos q Banners Project Plans q Discussion databases q Process walk-thorough or q Management round tables role plays q Informal lunch sessions q electronic Mail q Team meetings q Teleconferencing q Business newsletter q Phone-mail with daily q weekly team newsletter updates Messages in paycheck envelopes q Personal correspondence to team members
  • 20. Communication Planning Aspects Ø Audience Ø Messages Ø Media Ø Schedule Ø Frequency Ø Responsibility Ø Feedback Mechanisms Ø Performance measures and targets