In our travels with clients we receive a lot of requests for ‘refresher’ sessions on key tools in the eToolkit or the core tools we use in our work as Change Practitioners. In this 2 part series we will explore some of the foundational tools our team use as we work with clients to set change initiatives up for success and prepare their teams for change. Part 1: Checking the health of your change initiative 5Ps - Change on a page Project change triangle – health check

1. Community of Practice Webinar: 21 August 2018
Revisit your Toolbox: Part 1 – Checking the health of your change initiative
Presented by Vicky Emery, General Manager

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Agenda
• Overviewof the 2 parts of this series:
– Part 1 – Checking the Health of your Project or Change Initiative
– Part 2 – Applications of ADKAR
• Prosci’s 5Ps – revisit the technique
– Revisit the technique
– Examples
– How do you create a useful 5Ps?
– Tips
• Prosci’s Project Change Triangle:
– Revisit the model
– Examples
– How do you use it?
– Tips
• Wrap

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Research findings
Top contributors to success
In all ten reports, sponsorship was #1 on the list
1. Active and visible
executive sponsorship
3. Structured change
management approach
2. Dedicated change
management resources
6. Integration and engagement
with project management
4. Employee engagement
and participation
5. Frequent and open
communication
7. Engagement with
middle managers

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Research findings – when did you and when would
you start change management?

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Research findings – what was the impact of
starting change management earlier?

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Research findings – what were the consequences
of starting late?

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So everyone says start early, but how?
1. Know what the ‘change’ is and what it will take to achieve
– What is the ‘project’ and why is it important?
– What are the adoption dependencies? The people side
2. Know how are we tracking at this point in time
– How well established are the 3 critical success areas?
– What are the first two items to address to improve the ‘health’ of our change initiative?

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Connecting change management to business
results
Project Name Purpose Particulars People
If people don’t change how
they do their job, then it
doesn’t matter what specific
changes are implemented.
If people don’t change how they do their job,
then we ultimately won’t achieve what we
set out to do from the beginning.

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Connecting change management to
business results
Project Name Purpose Particulars People
What is
the project?
Why we
are changing?
What we
are changing?
Who will
be changing?
What does this look like for your project?
Application
Pay-Offs
What will we ultimately achieve?

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Data supports the connection
Prosci 2018 Benchmarking Data
Data from 2007, 2009, 2011, 2013, 2015, 2017
Percent of study participants who met or exceeded objectives
0 %
2 0%
4 0%
6 0%
8 0%
1 00 %
Poor F air Good E xc ellent
Change management effectiveness
15%
43%
77%
93%
(n=496) (n=1441) (n=1796) (n=354)
6X

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Some examples of 5Ps (with kind permission from
our clients!)

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Tips – how to generate and keep the 5Ps alive
• It’s not about the document
– Do not underestimate the opportunity this process gives you to build engagement with the reasons
for the change and the clarity it can help provide in a safe way
• It’s never too late for a 5Ps! And it may not even be too early…
• Don’t worry about beautiful language – there is time for that later, if you really
need it
• Who else can you enlist in this process to get a broader perspective?
• Focus on the people impacts and link adoption to achieving the benefits or
outcomes – it is not about the detailed design of the ‘solution’
• Use guiding questions
• No two 5Ps will be the same!
• It’s alive! Keep it relevant and share it any way you can (where that is ok)
• It takes time and socialisation to find the ‘voice’ for the organisation and project

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Prosci® Project Change Triangle™ Application
Applied to Your Project
Prosci® PCT™ Model
Why use it?
- How are we progressing
against the 3 critical
success factors?
- What areas do we need
to focus on to continue to
strengthen our likelihood
of success?

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Examples of PCTs
L/S
23.1
PM
16.9
CM
15.3
L/S
23.4
PM
21.4
CM
16
L/S
26.8
PM
23.2
CM
20.8
L/S
25
PM
21.8
CM
16.3
L/S
16
PM
25
CM
22
L/S
17
PM
26
CM
25
L/S
18
PM
14
CM
11
L/S
27.1
PM
26
CM
27

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Prosci® Project Change Triangle™
Prosci® PCT™ Model

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Tips – how to generate and keep the PCT relevant
• Make sure you step the Executive Sponsor, PM and CM through the model and
how it can be helpful for achieving adoption – there is an ADKAR process for
them before you hit them with results
• Test it yourself before sharing it with anyone in the team
• Role clarity – who’s name is at each corner?
• Who else can give you a considered view of how things are right now?
• Face to face is a much better forum for completing the PCT - yes, you get scores
but you also get deeper information about WHY the scores are the where they
are and, more importantly, what to focus on next
• Check back to the 5Ps, particularly the Purpose, before you start or redo the PCT
• Agree how regularly it will be updated and who will be involved