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Organizational Change Management?
Leading Change, and Making it Stick
May 9, 2013
Presented by Hany Sewilam AbdelHamid
2
Change management proactively plans for and addresses both the organizational and people side of
change. Integrated with project management, change management recognizes the importance of
individual and environmental factors in supporting necessary behavior changes.
Current State
Change Management
Future State
Sustained Outcomes
Risk Without Change Management
What is Organizational Change Management?
Projects that effectively execute change management help employees
Know What to Change
These projects thus reduce resistance to change and are more likely to:
Have the Skills & Knowledge to Change
Understand Why to Change
Achieve & Sustain Objectives Avoid Re-Work Stay within Budget
Benefits to Projects
4
• More than Just Communications orTraining
• Meaningfully engages stakeholders in the process
• Integrated Throughout a Project
Organizational Change Management Is
• More Specifically
Evaluate & Adapt
Planning
Stakeholder
Analysis
Leadership
Engagement
Workforce Impacts
Assessment
Communications
Training
Who is affected by
the change?
Sustain
Evaluate & Adapt
What is
changing? Why?
How are they impacted
by the change?
How do the affected
people get information?
Organizational Culture
5
“It’s not hard to make decisions when you
know what your values are.”
- Roy Disney
“Culture eats strategy for breakfast.”
- Peter Drucker
What is Organizational Culture?
Culture is “a pattern of shared basic assumptions that the
group learned as it solved its problems that has worked well
enough to be considered valid and is passed on to new
members as the correct way to perceive, think, and feel in
relation to those problems.”*
IT ISTHE WAY WE DOTHINGS AROUND HERE
*Edgar Schein, Former MIT Sloan School of Management Professor and thought leader on OrganizationalCulture & Leadership
What is Organizational Culture?
Do Organizations Have One Culture?
• The dominant culture expresses the core values that are shared
by a majority of the organization’s members
• Subcultures tend to develop in large organizations
• Subcultures mirror the dominant culture but may add to or
modify the core values
Five Archetypes of Culture
Customer
Centric
People First
OneTeamInnovation
Achievement
Case for Change
11
“When you’re finished changing, you’re
finished”
- Benjamin Franklin
“
Current State
Transition State
Change Management
Project Management
Change Management
Future State
Sustained Outcomes
Risk Without Change Management
Project Management and Change Management
Project Management
• All processes generally occur in a
linear path and should be included for
a successful project outcome
• Has a defined end
• Focus on a final deliverable
Change Management
• Processes may occur in a non-linear
path and some steps may not be
needed for every change
• Change is a continuum and may not
have an end, but will have a definition
of “success”
• Focus on user adoption and/or
behavior change
Differences
14
Planning
What is changing?
Case for Change
Why is it changing?
Success Metrics
What is our definition of success and how will we measure it? How will we use data to ensure we’re on-track?
Sustainment
How will we ensure to maintainthe change
Stakeholder Analysis
Who is affected by the change?
Leadership Engagement
Are the right leaders identified, engaged, and aligned with the change plan?
Workforce Impacts
How are theyimpacted by the change?
Communications Plan
How do the affected people get the information?
Training Strategy and Plan
Are we building the rights skills and knowledge?
Go Live
.
Project Plan
Example of Integration
IntegrationTips
• Support and Buy-In from ProjectTeams
• Support from leadership
• Scope, timing and prioritization
• Direction on how to integrate
• Role definition and clarity
Know your Stakeholders
“People don't change behavior or positions based on what they know.
They change based on what they feel.”
Oprah Winfrey
Often projects fall into the trap of, “if we build it, they will come”
Engaging Front-Line Employees early builds buy-in and proactively avoids unintended consequences
Key Stakeholders (e.g. other Offices, front-line employees, etc.) should actively be involved in:
• Developing the case for change
• Defining project success in terms of outcomes, outputs, and associated metrics
• Creating the project plan
• Ongoing project decisions and status reports (e.g. via a working group, weekly status email, meeting, etc.)
• Involve Stakeholders During Planning
How the customer
explained it.
How the project
leader understood it.
How the analyst
designed it.
How the programmer
wrote it.
What the customer
really wanted.
18
Develop an understanding of the different groups impacted by and with influence on the change
- Motivations (what’s in it for me)
- Communication preferences
- Sources of resistance
Arguably the most essential element of change management
Stakeholder Analysis
• Change Management Phases
Planning
Stakeholder
Analysis
Leadership
Engagement
Workforce Impacts
Communications
Training
Sustain
Evaluate & Adapt
Implement
Who is affected by
the change?
Change Continuum
20
Individuals become
aware of the change
and a vision of the
future is introduced.
Individuals can explain the
impact of the change on
themselves and on the
organization.
Individuals have a positive
attitude regarding the change
and can ‘see themselves’ in the
new state. They begin to feel
accountable for making it
happen.
Individuals champion the
change, taking
accountability and
ownership for the success
of the transformation.
The objective of change management activities is to move individuals along the commitment curve. During
the stakeholder analysis it’s therefore important to determine where stakeholders currently are along the
commitment curve and where they ultimately need to be.
Commitment CurveLevelofCommitment
Awareness (1)
Understanding (2)
Acceptance (3)
Buy-in (4)
Ownership (5)
Time
Important Role inTime of Change
Communication Success Factors
Incorporating critical success factors into any communication development cycle will support communications
impact and efficacy
Critical
Success
Factors
Define clear, measurable objectives for communication efforts
Target and tailor communications to meet audience needs
Select the right mediums (i.e., channels/vehicles) to convey the
message; leveraging multiple mediums to disseminate complex points
Make it relevant; answer the question, “What’s in it for me?”
Facilitate two-way dialogue; individuals will “hear” communications if
they believe that those communicating are hearing them
Repeat the message via multiple methods and channels
Communication Channels and Vehicles
• Kick Off Meetings
• Functional Group Kick Off Meetings
• Functional GroupTraining Sessions
• Manager Meetings
• Standing Meetings
• Focus Groups
• E-mail messaging from leadership to staff
• FAQs/Talking Points
• Mailbox for staff questions
• Newsletters
• Website
• Explainer videos
• SharePoint site
• Town Hall
• Virtual Office Hours
• YouTube,Twitter
23
Summary
• Change is seen as a threat
• Change comes from feeling
• Use the SCARF model as a means to craft upWIIFM messages
• Perform a communication vehicle analysis to ensure you leverage or
develop the best way to get your message out
A goal of good change management is to coordinate delivery of the “What's in
it for me”, to prevent and manage emotional reactions within staff to support
the change effort.
24

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Organizational change management

  • 1. 1 Organizational Change Management? Leading Change, and Making it Stick May 9, 2013 Presented by Hany Sewilam AbdelHamid
  • 2. 2 Change management proactively plans for and addresses both the organizational and people side of change. Integrated with project management, change management recognizes the importance of individual and environmental factors in supporting necessary behavior changes. Current State Change Management Future State Sustained Outcomes Risk Without Change Management What is Organizational Change Management?
  • 3. Projects that effectively execute change management help employees Know What to Change These projects thus reduce resistance to change and are more likely to: Have the Skills & Knowledge to Change Understand Why to Change Achieve & Sustain Objectives Avoid Re-Work Stay within Budget Benefits to Projects
  • 4. 4 • More than Just Communications orTraining • Meaningfully engages stakeholders in the process • Integrated Throughout a Project Organizational Change Management Is • More Specifically Evaluate & Adapt Planning Stakeholder Analysis Leadership Engagement Workforce Impacts Assessment Communications Training Who is affected by the change? Sustain Evaluate & Adapt What is changing? Why? How are they impacted by the change? How do the affected people get information?
  • 5. Organizational Culture 5 “It’s not hard to make decisions when you know what your values are.” - Roy Disney “Culture eats strategy for breakfast.” - Peter Drucker
  • 6. What is Organizational Culture? Culture is “a pattern of shared basic assumptions that the group learned as it solved its problems that has worked well enough to be considered valid and is passed on to new members as the correct way to perceive, think, and feel in relation to those problems.”* IT ISTHE WAY WE DOTHINGS AROUND HERE *Edgar Schein, Former MIT Sloan School of Management Professor and thought leader on OrganizationalCulture & Leadership
  • 8.
  • 9. Do Organizations Have One Culture? • The dominant culture expresses the core values that are shared by a majority of the organization’s members • Subcultures tend to develop in large organizations • Subcultures mirror the dominant culture but may add to or modify the core values
  • 10. Five Archetypes of Culture Customer Centric People First OneTeamInnovation Achievement
  • 11. Case for Change 11 “When you’re finished changing, you’re finished” - Benjamin Franklin “
  • 12. Current State Transition State Change Management Project Management Change Management Future State Sustained Outcomes Risk Without Change Management Project Management and Change Management
  • 13. Project Management • All processes generally occur in a linear path and should be included for a successful project outcome • Has a defined end • Focus on a final deliverable Change Management • Processes may occur in a non-linear path and some steps may not be needed for every change • Change is a continuum and may not have an end, but will have a definition of “success” • Focus on user adoption and/or behavior change Differences
  • 14. 14 Planning What is changing? Case for Change Why is it changing? Success Metrics What is our definition of success and how will we measure it? How will we use data to ensure we’re on-track? Sustainment How will we ensure to maintainthe change Stakeholder Analysis Who is affected by the change? Leadership Engagement Are the right leaders identified, engaged, and aligned with the change plan? Workforce Impacts How are theyimpacted by the change? Communications Plan How do the affected people get the information? Training Strategy and Plan Are we building the rights skills and knowledge? Go Live . Project Plan Example of Integration
  • 15. IntegrationTips • Support and Buy-In from ProjectTeams • Support from leadership • Scope, timing and prioritization • Direction on how to integrate • Role definition and clarity
  • 16. Know your Stakeholders “People don't change behavior or positions based on what they know. They change based on what they feel.” Oprah Winfrey
  • 17. Often projects fall into the trap of, “if we build it, they will come” Engaging Front-Line Employees early builds buy-in and proactively avoids unintended consequences Key Stakeholders (e.g. other Offices, front-line employees, etc.) should actively be involved in: • Developing the case for change • Defining project success in terms of outcomes, outputs, and associated metrics • Creating the project plan • Ongoing project decisions and status reports (e.g. via a working group, weekly status email, meeting, etc.) • Involve Stakeholders During Planning How the customer explained it. How the project leader understood it. How the analyst designed it. How the programmer wrote it. What the customer really wanted.
  • 18. 18 Develop an understanding of the different groups impacted by and with influence on the change - Motivations (what’s in it for me) - Communication preferences - Sources of resistance Arguably the most essential element of change management Stakeholder Analysis • Change Management Phases Planning Stakeholder Analysis Leadership Engagement Workforce Impacts Communications Training Sustain Evaluate & Adapt Implement Who is affected by the change?
  • 20. 20 Individuals become aware of the change and a vision of the future is introduced. Individuals can explain the impact of the change on themselves and on the organization. Individuals have a positive attitude regarding the change and can ‘see themselves’ in the new state. They begin to feel accountable for making it happen. Individuals champion the change, taking accountability and ownership for the success of the transformation. The objective of change management activities is to move individuals along the commitment curve. During the stakeholder analysis it’s therefore important to determine where stakeholders currently are along the commitment curve and where they ultimately need to be. Commitment CurveLevelofCommitment Awareness (1) Understanding (2) Acceptance (3) Buy-in (4) Ownership (5) Time
  • 22. Communication Success Factors Incorporating critical success factors into any communication development cycle will support communications impact and efficacy Critical Success Factors Define clear, measurable objectives for communication efforts Target and tailor communications to meet audience needs Select the right mediums (i.e., channels/vehicles) to convey the message; leveraging multiple mediums to disseminate complex points Make it relevant; answer the question, “What’s in it for me?” Facilitate two-way dialogue; individuals will “hear” communications if they believe that those communicating are hearing them Repeat the message via multiple methods and channels
  • 23. Communication Channels and Vehicles • Kick Off Meetings • Functional Group Kick Off Meetings • Functional GroupTraining Sessions • Manager Meetings • Standing Meetings • Focus Groups • E-mail messaging from leadership to staff • FAQs/Talking Points • Mailbox for staff questions • Newsletters • Website • Explainer videos • SharePoint site • Town Hall • Virtual Office Hours • YouTube,Twitter 23
  • 24. Summary • Change is seen as a threat • Change comes from feeling • Use the SCARF model as a means to craft upWIIFM messages • Perform a communication vehicle analysis to ensure you leverage or develop the best way to get your message out A goal of good change management is to coordinate delivery of the “What's in it for me”, to prevent and manage emotional reactions within staff to support the change effort. 24