Slides from Prosci live webinar: June 10 and June 11. Register at: http://www.change-management.com/webinars.htm You need to show your leaders and project team the value of change management. You need to track and report on project health. You need to evaluate your change management effort against best practices. If any of these challenges sound familiar, be sure to join this webinar to learn about innovative solutions for your real challenges. The Prosci Portal is your virtual workbench of leading change management web apps – not a project management app with change management labels, but world-leading research that has been translated into tools to support your work. This webinar examines each of the challenges with real tips and solutions. Wed, June 10 at 11AM EDT Thur, June 11 at 4PM EDT

1. Copyright Prosci 2015. All rights reserved.1
webinar@prosci.com
Prosci Change Management Webinar
Solutions for Your Real Challenges

2. Copyright Prosci 2015. All rights reserved.
Prosci by the #s:
8
17
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4500+
30,000+
80,000+
Longitudinal studies
Years of research
Fortune 100 companies
Research participants
Certified practitioners
Community members
Contact Prosci:
Telephone: +1-970-203-9332
Email: webinar@prosci.com
Website: www.prosci.com
Tools or downloads referenced in this free webinar are for webinar educational
purposes; reproduction or distribution of these tools in your organization
will require additional steps on your part.
2
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Prosci’s Mission Our Principles:
• Research-based
• Holistic
• Easy-to-use
Our Resources:
• Published products and tools
• Web-based tools and applications
• Face-to-face training
• Train-the-Trainer
To help individuals and organizations build
their own change management capabilities
through development and delivery of
research-based, holistic, and easy-to-use
tools and methodologies.
Prosci®
Webinars
• Educational
• Thought provoking
• Insights into new development
• New ideas, phraseology, language, and frameworks
• Give you at least an hour per week to think about
change management
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3. Copyright Prosci 2015. All rights reserved.
Agenda
• Gaining Buy-In
– Why, How, What
• Tracking Project Health
– Why, How, What
• Evaluating CM Effort
– Why, How, What
3
© 2013 Simon Sinek, Inc.
www.startwithwhy.com
Simon Sinek’s
Golden Circle
Based on:

4. Copyright Prosci 2015. All rights reserved.
WHYHOWWHAT
4
Gaining
Buy-In
Buy-in leads to
commitment and
resources
Define the
role and goal
of CM clearly
Quantify the
adoption
contribution
Tracking
Project Health
Projects need to
deliver expected
improvement
Establish clear
framework for
project health
Collect and track
health data with
Prosci PCT
Evaluating
CM Effort
Better CM =
Better results
Understand
what “great”
CM means
Evaluate
alignment with
Best Practice Audit

5. Copyright Prosci 2015. All rights reserved.
WHYHOWWHAT
5
Gaining
Buy-In
Buy-in leads to
commitment and
resources
Define the
role and goal
of CM clearly
Quantify the
adoption
contribution
Tracking
Project Health
Projects need to
deliver expected
improvement
Establish clear
framework for
project health
Collect and track
health data with
Prosci PCT
Evaluating
CM Effort
Better CM =
Better results
Understand
what “great”
CM means
Evaluate
alignment with
Best Practice Audit

6. Copyright Prosci 2015. All rights reserved.
Gaining Buy-InWHY
Buy-in Commitment Approach Resources
Buy-in Commitment Approach Resources Buy-in Commitment Approach Resources
6

7. Copyright Prosci 2015. All rights reserved.
Gaining Buy-in
7
HOW
Requirements Results
Outputs Outcomes
Specifications Sustainment
Installation Realization
Solutions Benefits

8. Copyright Prosci 2015. All rights reserved.
Current Transition Future
TC F
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
F F F
F F F F
F F
F F F
F F F F
T
T
T
F
F
F
F
F
F
F
F
Ultimately requires individuals to move
from their own current to their own future
An organizational move from the current to the future
8

9. Copyright Prosci 2015. All rights reserved.
If we do not support and equip
individual transitions,
then our future state looks nothing
like the future state we expected
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
F F F F
F
F
F
F
F
F
F
F
Gaining Buy-inHOW
9

10. Copyright Prosci 2015. All rights reserved.
= lower ROI
= less benefit realization
= unachieved improvement
= not what we expected/hoped for
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
F F F F
F
F
F
F
F
F
F
F
instead of
Gaining Buy-inHOW
10

11. Copyright Prosci 2015. All rights reserved.
Gaining Buy-inHOW
Change management mitigates mission critical risk
11

12. Copyright Prosci 2015. All rights reserved.
Gaining Buy-inHOW
16%
46%
77%
96%
0%
100%
Poor Fair Good Excellent
Change Management Effectiveness
Percent who met or
exceeded objectives
6x
Increase in likelihood
of meeting objectives
with excellent change
management
Change management correlates directly with project success
12

13. Copyright Prosci 2015. All rights reserved.
Gaining Buy-in
13
HOW
Defining change management:
Catalyzing individual transitions
to deliver organizational results
Capturing the people-dependent
portion of project ROI and benefits

14. Copyright Prosci 2015. All rights reserved.
Gaining Buy-in
14
WHAT
Gartner BPM Summit
Dec 12, 2014
Prosci Webinar
Feb 11, 2015
For your project, estimate the percent of overall results and
outcomes that depend on employee adoption and usage:

15. Copyright Prosci 2015. All rights reserved.
Gaining Buy-in
15
WHAT
For your project, estimate the percent of overall results and
outcomes that depend on employee adoption and usage:
CMROI Calculator
$25 USD/mo.
Full access, no
obligation 14 day trial
Free Trial
Find in Available Resources
Scroll below description to
activate your trial
TRIAL AVAILABLE
• Quantify contribution of adoption
and usage by answering four questions
with your project teams and leaders
1. Benefits and objectives?
2. Relative importance?
3. How people dependent?
4. What we get if no one adopts and uses?

16. Copyright Prosci 2015. All rights reserved.16
“The calculator helps bridge the discussion
between what we do and the project results.
“The CMROI Calculator is a valuable tool. It re-frames the
conversation around the ‘people dependence’ of project
benefits in a way that is visual and compelling.
It clearly shows the impacts that change management
can have and opens up an interesting dialogue
about the role of active and engaged sponsorship.”
As a result, Change Management funding decisions can be tied directly
to benefit realization at the scale appropriate for the change initiative.”

17. Copyright Prosci 2015. All rights reserved.
WHYHOWWHAT
17
Gaining
Buy-In
Buy-in leads to
commitment and
resources
Define the
role and goal
of CM clearly
Quantify the
adoption
contribution
Tracking
Project Health
Projects need to
deliver expected
improvement
Establish clear
framework for
project health
Collect and track
health data with
Prosci PCT
Evaluating
CM Effort
Better CM =
Better results
Understand
what “great”
CM means
Evaluate
alignment with
Best Practice Audit

18. Copyright Prosci 2015. All rights reserved.
Tracking Project Health
18
WHY
Projects are
the vehicles
of improving
performance
Current Transition Future
-100
400
900
Organizational Benefits Project Objectives

19. Copyright Prosci 2015. All rights reserved.
Tracking Project Health
19
HOW
Direction and
guidance
Design
Develop
Deliver
Embrace
Adopt
Use
A reason
Healthy
projects
share similar
attributes

20. Copyright Prosci 2015. All rights reserved.
Tracking Project Health
20
HOW
Prosci PCT
Model

21. Copyright Prosci 2015. All rights reserved.
Tracking Project Health
21
WHAT
Concise, purposeful assessment
10 factors for each corner
PCT Assessment

22. Copyright Prosci 2015. All rights reserved.
Tracking Project Health
22
WHAT
PCT Analyzer Initiate Plan Design Develop Deploy
Assessment Name Date Created Responses L/S PM CM
Initiate 01/01/2015 9 21 17 12
Plan 03/01/2015 8 26 21 18
Design 04/01/2015 7 27 23 21
Develop 06/01/2015 7 28 26 24
Deploy 09/01/2015 8 29 27 26
PCT Analyzer
$40 USD/mo.
Full access, no
obligation 14 day trial
Free Trial
Find in Available Resources
Scroll below description to
activate your trial
TRIAL AVAILABLE
Create free account at:
portal.prosci.com
 Overall Analysis
 Factor Score Breakdown
 Analysis of Risk Factors
Action steps
Reports

23. Copyright Prosci 2015. All rights reserved.
Tracking Project Health
23
WHAT
PCT Analyzer
Action Steps based on
4 data
points Discussion:
Consequences of a low score:
Action steps:
 Analysis of Risk Factors
 Factor Score Breakdown
 Overall Analysis

24. Copyright Prosci 2015. All rights reserved.
WHYHOWWHAT
24
Gaining
Buy-In
Buy-in leads to
commitment and
resources
Define the
role and goal
of CM clearly
Quantify the
adoption
contribution
Tracking
Project Health
Projects need to
deliver expected
improvement
Establish clear
framework for
project health
Collect and track
health data with
Prosci PCT
Evaluating
CM Effort
Better CM =
Better results
Understand
what “great”
CM means
Evaluate
alignment with
Best Practice Audit

25. Copyright Prosci 2015. All rights reserved.
Evaluating CM Effort
25
WHY
Mitigate Risk Capture people-dependent ROI

26. Copyright Prosci 2015. All rights reserved.
Evaluating CM Effort
26
WHY
16%
46%
77%
96%
0%
100%
Poor Fair Good Excellent
Change Management Effectiveness
Percent who met or
exceeded objectives
6x
Increase in likelihood
of meeting objectives
with excellent change
management
Better change management = Better project outcomes

27. Copyright Prosci 2015. All rights reserved.
Evaluating CM Effort
27
HOW
Sponsorship
Communications
Middle Management
Engagement
Employee
Engagement
Change Management
Approach
Change Management
Resources
Integrating with PM
The Goal:
Employee
adoption
and usage
Top Contributors to Success – Relationship to Adoption and Usage
Copyright © 2014 Prosci Inc. Best Practices in Change Management – 2014 Edition
Defining “Great CM” with Top Contributors to Success Research

28. Copyright Prosci 2015. All rights reserved.
Evaluating CM Effort
28
WHAT
eBest Practices Audit
Diagnostic driven
by industry-leading
research drives
action steps
Hardcopy: $349
prosci.com/bp Online in the
Prosci Portal

29. Copyright Prosci 2015. All rights reserved.
Evaluating CM Effort
29
WHAT
eBest Practices Audit
eBest Practices Audit
$30 USD/mo.
Full access, no
obligation 14 day trial
Free Trial
Find in Available Resources
Scroll below description to
activate your trial
TRIAL AVAILABLE
Create free account at:
portal.prosci.com
 Overall Results
 Results by Contributor
 Alert Factors
 Your Insights & Comments
 See Progress Over Time
Reports

30. Copyright Prosci 2015. All rights reserved.
Gaining
Buy-In
Tracking
Project Health
Evaluating
CM Effort
WHY
Buy-in leads to
commitment and
resources
Projects need to
deliver expected
improvement
Better CM =
Better results
HOW
Define the
role and goal
of CM clearly
Establish clear
framework for
project health
Understand
what “great”
CM means
WHAT
Quantify the
adoption
contribution
Collect and track
health data with
Prosci PCT
Evaluate
alignment with
Best Practice Audit
30

31. Copyright Prosci 2015. All rights reserved.
Gaining
Buy-In
Tracking
Project Health
Evaluating
CM Effort
WHY
Buy-in leads to
commitment and
resources
Projects need to
deliver expected
improvement
Better CM =
Better results
CMROI Calculator PCT Analyzer eBest Practices Audit
31
Your Virtual
Change Management
Workbench
Available in the:

32. Copyright Prosci 2015. All rights reserved.
Initiate Plan Design Develop Deploy Sustain
32
Project
Health
Best Practice
Alignment
CMROI
Calculation
Adoption
contribution
Installation
contribution
100%
50%
36%
3-Phase
Process
Phase 1:
Preparing for
Change
Phase 2:
Managing
Change
Phase 3:
Reinforcing
Change
Empowering Resources applied across the project lifecycle
to catalyze adoption, results and value
ADKAR A D K A R

33. Copyright Prosci 2015. All rights reserved.
Enabled by industry-leading
cloud-based apps in
the Prosci Portal
Initiate Plan Design Develop Deploy Sustain
Project
Health
Best Practice
Alignment
CMROI
Calculation
Adoption
contribution
Installation
contribution
100%
50%
36%
3-Phase
Process
Phase 1:
Preparing for
Change
Phase 2:
Managing
Change
Phase 3:
Reinforcing
Change
ADKAR A D K A R
33

34. Copyright Prosci 2015. All rights reserved.
Resources organized
by “stream” stage
Upstream: Selling CM
Midstream: Doing CM
Downstream:
Evaluating CM
Elevating CM
My Resources:
Tools you have purchased
or received through training
Available Resources:
Your “app store” of downloadable
and subscription tools
Freesources:
Free resources for building change
management knowledge
Navigating
Your Portal
Homepage
Create your
free account:
portal.prosci.com
Your Virtual
Change Management
Workbench
34

35. Copyright Prosci 2015. All rights reserved.35
Available à la carte
Or with an “All Access”
pass ($2000/year)
A Prosci Portal account is free to
create with immediate access to
Freesources and ability to purchase
and subscribe to empowering tool

36. Copyright Prosci 2015. All rights reserved.36
Your logo here
Your custom suite of
tools accessible here
Portal Site Licenses to equip your change agents with empowering tools
Email solutions@prosci.com about “Portal Site License”

37. Copyright Prosci 2015. All rights reserved.
Upstream CM
CMROI Calculator
Business Case for CM Template
Bus Case/CMROI Bundles
Change Scorecard
How to Calculate CMROI
How to Write Bus Case
Engaging PMs in CM
Start Talking About What You Deliver
Five Tenets of CM
Presenting Value in Context
Case for CM
Your virtual CM workbench
Free to create account now
Create a custom site for
your change practitioners
http://portal.prosci.com
support@prosci.com
Learn more:
http://empower.prosci.com/prosci-portal-information
37
Midstream CM
Pilot Pro
PCT Analyzer
eBest Practices
ADKAR Dashboard
CM Blueprint
CM Tracker Lite
How to Integrate CM and PM
Advancing the Discipline
How to Manage Resistance
How Leverage the Five Levers
How to Apply ADKAR
Prosci Methodology
Research Expose
Prosci Methodology Tutorials
Integrating CM/PM Tutorials
Roles in CM Tutorials
Downstream CM
eBest Practices Audit
Maturity Model Audit
ECM Roadmap
Best Practices Audit (static)
Future of CM: Data and Trends
Diagnosing Alignment
How to Build Change Capabilities
Determining Your Org Maturity
Succeeding at Up, Mid, Downstream

38. Copyright Prosci 2015. All rights reserved.
Gaining
Buy-In
Tracking
Project Health
Evaluating
CM Effort
WHY
Buy-in leads to
commitment and
resources
Projects need to
deliver expected
improvement
Better CM =
Better results
HOW
Define the
role and goal
of CM clearly
Establish clear
framework for
project health
Understand
what “great”
CM means
WHAT
Quantify the
adoption
contribution
Collect and track
health data with
Prosci PCT
Evaluate
alignment with
Best Practice Audit
38