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How to Create a Change Management Plan
Change management
As we all know,change isa necessarypartof organisational growth,however,change cancome with
itschallenges,astransformingbehaviorsandattitudesmaybe difficult.
As RearAdmiral Grace Murray Hopper said:"The mostdamagingphrase inthe language is'We've
alwaysdone itthisway."
If your organisationislookingtoimplementchange,havingthe rightknowledge andplanningis
essential toensure asmoothtransition.
WHAT IS A CHANGE MANAGEMENTPLAN?
A change managementplanservesasthe roadmap,whichdefinesthe concrete stepsan
organisationwill take toexecutethe change managementprocess.
Whenchange is goingto impactthe businessoperationsachange managementplanisneededto
avoiddisruptingworkflow andtohelpsupportthe teamthroughthischange.
Here are some questionstoaskyourself todecide if achange managementplanisrequired:
 Will the change affecta large part of the organisation?
 Will the change affectcore businessprocessesoroperational workflows?
 Will the change affectemployeesorcustomers?
If you answeredyestoone or more of the above,itis likelyachange managementplanwillbe
needed.
“Startwith identifying thecritical successfactorsof the projectand align the changemanagement
activities togetherwith theprojectmanagerand engagethesponsor.Conductthechangereadiness
assessmentwiththeimpacted groupsto identify the effortrequired.Allow more time in the analysis
phasein orderto plan according to the readinessof the environmentversesthesize and scopeof the
change.Createa scorecard forsuccessmeasures!”
Joanne Rinaldi,DirectorService Delivery,Prosci
COMPONENTSOF A CHANGE MANAGEMENTPLAN
Whencreatinga planto manage change,you shouldinclude the following:
1. Goals:Generallythere are twomaingoalsof a change managementplan.The firstbeingto
helppeople whoare affectedbythe change adaptandthe secondto raise organisational
awarenessof the change.CreatingKeyPerformanceIndicators(KPIs) isagoodwayto assess
whetheryou’re meetingyourchange goals.
2. Communication:A core componentof a change managementplaniscommunication,which
shouldbe consistent,clear,andcontinuedthroughoutthe process.Inadditionto
communicatingthe goalsandexpectationsforfuture change,it'salsoadvisabletoestablish
an opendialogue withemployeesandstakeholders.Remembercommunicationshouldbe a
two-waystreet,soallowfordiscussion,questions,andfeedback.
3. Resistance management:Typicallythe biggestchallenge thatchange managersface isa lack
of buy-infromthe people involvedinchange.Whenpeoplegetusedtoanorganisation's
environment,itcanbe difficultforthemtoadapt to a new wayof working.Preparing
strategiestoaddressthisresistance isapart of any successful change managementplan.
4. Training: In orderto helpyourteamtransitionsmoothlytochange,some trainingand
educationmaybe needed.Specificmeetingstodiscussthe change andeducational sessions
will helpempoweryourteamoranyone else whoisaffectedbythe change andensure all
the informationtheyneediswithinreach.AccordingtoRinaldi whenitcomestotraining
and the applicationof newskillsandknowledge “the trainingplanalone mayfall shortat
application,soensure posttrainingsupportisinthe plan.”
CREATING A CHANGEMANAGEMENTPLAN: STEP BY STEP
If managingchange has beenplacedinyourhands,here are some stepsyoucan follow:
Step 1: Define your goals
Start withthe endin mindbydeterminingthe goalsof the change managementplan.Beforeyouset
your goals,youshould:
 Understand howthe change that is takingplace will impactthe business,staff andif
applicable the organisation’sclientsandcustomers.
 Create a strategyaroundhow youwill getemployee buy-inandraise awarenessof the
changes.
 Define KPIstomeasure the change managementplan'ssuccess.
Step 2: Assemble a team
While the change manageror projectteamoverseesmanagingchange,people andresourceswill be
neededforvariousstagesof the plan.Here are some tipson buildingateamto supportyourchange
managementinitiative:
 Enliststakeholdersforsupport:If youhave a solidteam, thiswill helpincrease the likelihood
of a successful change initiative.Include subjectmatterexperts,andmanagementwhocan
answerquestionsaboutthe change anditsimplications.
 Performresource planning:Take the time toplanout whowill be doingeachof the tasks.
Establishingwhoyourresourceswill be tohelpsupportthe change initiativewillhelp
preventdelaysinexecutingthe plan.
Step 3: Start buildingyour plan
As withanyplan,documentingscope,resources,andbudgetwill helpimproveefficiency.Here are
some tipson buildingyourplan:
 Create an actionitemchecklist:Recordeverytaskthatneedstobe completedandinclude
communicationandfeedbackopportunities.
 Plota timeline:Give all of youractionitemsa deadlinethatwill ensurethe change initiative
iscompletedbythe due date.
 Utilise projectmanagementtools:Since thereare alot of movingparts tochange
management,ithelpstouse projectmanagementsoftware.Withthissoftware,youcanadd
your actionitemsandassignthemto appropriate teammembers.
Step 4: Execute the plan
Once you have yourwell-thought-outplan,dreamteam, andhave inputeverythingintoaproject
managementtool,it'stime toputyour planintoaction.Here are some tipsto ease the burden:
 Create a resistance plan.Some people inyourorganisationmayresistchange.Sowhen
you’re executingyourchange managementplan,ensure there istrainingandeducation
fromthe beginningandcontinue thiseducationthroughoutthe process.Make sure your
KPIsinclude identifyingresistance.
 Establishadecision-makingprocess:Outline aprocesstosolve issuesthatmayarise,sothat
employeesare empoweredandhave guidance onwhattodo.
 Buildconfidenceintransformation:Presentandcommunicate winsforthe teamand
provide additional incentivesandrewardsforimplementation.Buildaculture forthe change
to existandgrow.
Step 5: Reinforce change
Afterall the changeshave beenimplemented,make sure youfollowuptoensure lastingchange.
Here are some waysto reinforce change:
 Positive reinforcement.Insteadof introducingrepercussionsforalack of enforcement,
create a strategyforrewardingchange.Rewardingstaff forembracingthe change willbe
much more effective.Alsomake thingseasyforpeopletogetonboardwiththe new wayof
doingthings.
 Leverage yourexperts.It'sagiventhatpeople are goingto have questionsandissueswith
the change.Trainingalone maynot satisfyall queries.Thisiswhere yoursubjectmatter
expertscanmake a huge difference.IdentifyyourSMEs earlyandtrainthemto respondto
any issuesandcommunicate problemsupthe chain.
 Iterate.Everythingistheoretical until change islive.Afteryourplanisinaction,you'll be
able to react inreal time to anyobstaclesthatarise.Sometimesthingsdon'tgothe way we
expectandthat isokay.Have a planto identifythesepainpointsandpivottowardsplanB
(or C,or D!).
FINAL THOUGHTS
Rememberthatalthoughthe change managementplanismostlyabouttasksandprocesses,people
are at the heart of organisational change.Businesstransformationisnoeasytask,but witha well
thoughtout change managementplan, youcanchampionimpactful change forabetter
organisation.

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Change management strategy and innovation

  • 1. How to Create a Change Management Plan Change management As we all know,change isa necessarypartof organisational growth,however,change cancome with itschallenges,astransformingbehaviorsandattitudesmaybe difficult. As RearAdmiral Grace Murray Hopper said:"The mostdamagingphrase inthe language is'We've alwaysdone itthisway." If your organisationislookingtoimplementchange,havingthe rightknowledge andplanningis essential toensure asmoothtransition. WHAT IS A CHANGE MANAGEMENTPLAN? A change managementplanservesasthe roadmap,whichdefinesthe concrete stepsan organisationwill take toexecutethe change managementprocess. Whenchange is goingto impactthe businessoperationsachange managementplanisneededto avoiddisruptingworkflow andtohelpsupportthe teamthroughthischange. Here are some questionstoaskyourself todecide if achange managementplanisrequired:  Will the change affecta large part of the organisation?  Will the change affectcore businessprocessesoroperational workflows?  Will the change affectemployeesorcustomers? If you answeredyestoone or more of the above,itis likelyachange managementplanwillbe needed. “Startwith identifying thecritical successfactorsof the projectand align the changemanagement activities togetherwith theprojectmanagerand engagethesponsor.Conductthechangereadiness assessmentwiththeimpacted groupsto identify the effortrequired.Allow more time in the analysis phasein orderto plan according to the readinessof the environmentversesthesize and scopeof the change.Createa scorecard forsuccessmeasures!” Joanne Rinaldi,DirectorService Delivery,Prosci COMPONENTSOF A CHANGE MANAGEMENTPLAN Whencreatinga planto manage change,you shouldinclude the following: 1. Goals:Generallythere are twomaingoalsof a change managementplan.The firstbeingto helppeople whoare affectedbythe change adaptandthe secondto raise organisational awarenessof the change.CreatingKeyPerformanceIndicators(KPIs) isagoodwayto assess whetheryou’re meetingyourchange goals.
  • 2. 2. Communication:A core componentof a change managementplaniscommunication,which shouldbe consistent,clear,andcontinuedthroughoutthe process.Inadditionto communicatingthe goalsandexpectationsforfuture change,it'salsoadvisabletoestablish an opendialogue withemployeesandstakeholders.Remembercommunicationshouldbe a two-waystreet,soallowfordiscussion,questions,andfeedback. 3. Resistance management:Typicallythe biggestchallenge thatchange managersface isa lack of buy-infromthe people involvedinchange.Whenpeoplegetusedtoanorganisation's environment,itcanbe difficultforthemtoadapt to a new wayof working.Preparing strategiestoaddressthisresistance isapart of any successful change managementplan. 4. Training: In orderto helpyourteamtransitionsmoothlytochange,some trainingand educationmaybe needed.Specificmeetingstodiscussthe change andeducational sessions will helpempoweryourteamoranyone else whoisaffectedbythe change andensure all the informationtheyneediswithinreach.AccordingtoRinaldi whenitcomestotraining and the applicationof newskillsandknowledge “the trainingplanalone mayfall shortat application,soensure posttrainingsupportisinthe plan.” CREATING A CHANGEMANAGEMENTPLAN: STEP BY STEP If managingchange has beenplacedinyourhands,here are some stepsyoucan follow: Step 1: Define your goals Start withthe endin mindbydeterminingthe goalsof the change managementplan.Beforeyouset your goals,youshould:  Understand howthe change that is takingplace will impactthe business,staff andif applicable the organisation’sclientsandcustomers.  Create a strategyaroundhow youwill getemployee buy-inandraise awarenessof the changes.  Define KPIstomeasure the change managementplan'ssuccess. Step 2: Assemble a team While the change manageror projectteamoverseesmanagingchange,people andresourceswill be neededforvariousstagesof the plan.Here are some tipson buildingateamto supportyourchange managementinitiative:  Enliststakeholdersforsupport:If youhave a solidteam, thiswill helpincrease the likelihood of a successful change initiative.Include subjectmatterexperts,andmanagementwhocan answerquestionsaboutthe change anditsimplications.  Performresource planning:Take the time toplanout whowill be doingeachof the tasks. Establishingwhoyourresourceswill be tohelpsupportthe change initiativewillhelp preventdelaysinexecutingthe plan.
  • 3. Step 3: Start buildingyour plan As withanyplan,documentingscope,resources,andbudgetwill helpimproveefficiency.Here are some tipson buildingyourplan:  Create an actionitemchecklist:Recordeverytaskthatneedstobe completedandinclude communicationandfeedbackopportunities.  Plota timeline:Give all of youractionitemsa deadlinethatwill ensurethe change initiative iscompletedbythe due date.  Utilise projectmanagementtools:Since thereare alot of movingparts tochange management,ithelpstouse projectmanagementsoftware.Withthissoftware,youcanadd your actionitemsandassignthemto appropriate teammembers. Step 4: Execute the plan Once you have yourwell-thought-outplan,dreamteam, andhave inputeverythingintoaproject managementtool,it'stime toputyour planintoaction.Here are some tipsto ease the burden:  Create a resistance plan.Some people inyourorganisationmayresistchange.Sowhen you’re executingyourchange managementplan,ensure there istrainingandeducation fromthe beginningandcontinue thiseducationthroughoutthe process.Make sure your KPIsinclude identifyingresistance.  Establishadecision-makingprocess:Outline aprocesstosolve issuesthatmayarise,sothat employeesare empoweredandhave guidance onwhattodo.  Buildconfidenceintransformation:Presentandcommunicate winsforthe teamand provide additional incentivesandrewardsforimplementation.Buildaculture forthe change to existandgrow. Step 5: Reinforce change Afterall the changeshave beenimplemented,make sure youfollowuptoensure lastingchange. Here are some waysto reinforce change:  Positive reinforcement.Insteadof introducingrepercussionsforalack of enforcement, create a strategyforrewardingchange.Rewardingstaff forembracingthe change willbe much more effective.Alsomake thingseasyforpeopletogetonboardwiththe new wayof doingthings.  Leverage yourexperts.It'sagiventhatpeople are goingto have questionsandissueswith the change.Trainingalone maynot satisfyall queries.Thisiswhere yoursubjectmatter expertscanmake a huge difference.IdentifyyourSMEs earlyandtrainthemto respondto any issuesandcommunicate problemsupthe chain.  Iterate.Everythingistheoretical until change islive.Afteryourplanisinaction,you'll be able to react inreal time to anyobstaclesthatarise.Sometimesthingsdon'tgothe way we
  • 4. expectandthat isokay.Have a planto identifythesepainpointsandpivottowardsplanB (or C,or D!). FINAL THOUGHTS Rememberthatalthoughthe change managementplanismostlyabouttasksandprocesses,people are at the heart of organisational change.Businesstransformationisnoeasytask,but witha well thoughtout change managementplan, youcanchampionimpactful change forabetter organisation.