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Copyright Prosci 2015. All rights reserved.
webinar@prosci.com
Prosci Change Management Webinar
Evaluating Project Health:
Prosci PCT Analyzer
1
Copyright Prosci 2015. All rights reserved.
Prosci by the #s:
8
16
80%
3400+
20,000+
70,000+
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.
…………………………………….............................................................
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 competencies
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
…………………………………….............................................................
2
Copyright Prosci 2015. All rights reserved.
Agenda
• PCT Overview
• PCT Applications
• PCT Analyzer
3
us
you
then
Copyright Prosci 2015. All rights reserved.
PCT Overview
The Prosci PCT Model
4
Copyright Prosci 2015. All rights reserved.
PCT Overview
Leadership/Sponsorship
• Governance
and direction
• Commitment
and authority
• Decisions
and actions
5
Copyright Prosci 2015. All rights reserved.
PCT Overview
Project Management
• Technical side
• Change definition
• Time, cost, scope
• Tasks, resources, budget
6
Copyright Prosci 2015. All rights reserved.
PCT Overview
Change Management
• People side
• Individual and
organizational
• ADKAR and 3-Phase
• Adoption and usage
7
Copyright Prosci 2015. All rights reserved.
PCT Overview
Center of the Triangle
8
Copyright Prosci 2015. All rights reserved.
PCT Applications
Conducting PCT Assessments
Evaluating Project Health
Identifying Risk Factors
Driving Next Steps
Tracking Progress
Creating a Shared Vision
Examining the Portfolio
9
Copyright Prosci 2015. All rights reserved.
PCT Applications
Conducting PCT Assessments
10
Conducting
Evaluating
Identifying
Driving
Tracking
Creating
Examining
Concise, purposeful assessment
10 factors for each corner
Copyright Prosci 2015. All rights reserved.
PCT Applications
Evaluating Project Health
11
Visual representation of
overall health and health in
Leadership/Sponsorship,
Project Management,
Change Management
Conducting
Evaluating
Identifying
Driving
Tracking
Creating
Examining
Copyright Prosci 2015. All rights reserved.
PCT Applications
Identifying Risk Factors
12
Conducting
Evaluating
Identifying
Driving
Tracking
Creating
Examining
Copyright Prosci 2015. All rights reserved.
PCT Applications
Driving Next Steps
13
Conducting
Evaluating
Identifying
Driving
Tracking
Creating
Examining
Copyright Prosci 2015. All rights reserved.
PCT Applications
Tracking Progress
14
Conducting
Evaluating
Identifying
Driving
Tracking
Creating
Examining
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
Copyright Prosci 2015. All rights reserved.
PCT Applications
Creating a Shared Vision
15
Conducting
Evaluating
Identifying
Driving
Tracking
Creating
Examining
Copyright Prosci 2015. All rights reserved.
PCT Applications
Examining the Portfolio
16
Conducting
Evaluating
Identifying
Driving
Tracking
Creating
Examining
Investment vs risk analysis
6.8
4.4 5.1
1.8
3.9
3.5
0
1
2
3
4
5
6
7
8
9
10
0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 8.0
Total investment in millons
Risk factor
Highest
risk
Lowest
risk
© Prosci 2007
Delta
Zeta
Epsilon
Beta
Gamma
Alpha
- Overall portfolio health
- Prioritization and allocation
- Systemic strengths and weaknesses
Copyright Prosci 2015. All rights reserved.
Conducting PCT Assessments
Evaluating Project Health
Identifying Risk Factors
Driving Next Steps
Tracking Progress
Creating a Shared Vision
Examining the Portfolio
17
What if there was an
intuitive web-app that
let you put all of these
applications to work
on your projects?
Copyright Prosci 2015. All rights reserved.
New Prosci PCT Analyzer
• Operationalize the
PCT Assessment
• Evaluate overall health
• Identify risks and
develop next steps
• Engage project team and
leaders to collect their data
• Create comparative
reports over time
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
18
Copyright Prosci 2015. All rights reserved.
PCT
Assessment
Hierarchy of the PCT Analyzer
Project
PCT
Assessment
Data
Data
Data
Data
Data
How can you define an
“Assessment” instance?
Project Stage
Project Start
Mid Project
Validation
Pre-Launch
Launch
Date
Feb 1, 2015
April 1, 2015
July 1, 2015
Aug 1, 2015
Oct 1, 2015
Group
Change Lead
Project Team
Leaders
Region
North America
Europe
Asia
Or any combination
Change Lead @ Start
Project Team @ July 1, 2015
Europe @ Pre-Launch
Data
Data
Data
Data
Data
Data
Data
Data
Data
Data
PCT
Assessment
ProjectProjectProjectProjectProject
19
Copyright Prosci 2015. All rights reserved.
PCT Analyzer
Add a Project
20
Copyright Prosci 2015. All rights reserved.
Give the Assessment a
Name and Description
+ Add an Assessment
21
Copyright Prosci 2015. All rights reserved.
Collect Data
Url to copy
and paste:
Email
Training
Sharepoint
Newsletter
Project site
Input Data
Manually
22
Copyright Prosci 2015. All rights reserved.
Tabs for each
corner of the
PCT Assessment
Simple
radio
scoring
See your results
immediately
23
Copyright Prosci 2015. All rights reserved.
Webinar attendees complete
PCT Assessments in real-time,
and then we’ll review the data
Last name
start with:
Complete the assessment
from this perspective:
A – I The worst project you’ve ever experienced
J – R A middle-of-the-road project you’ve experienced
S - Z The best project you’ve ever experienced
24
Copyright Prosci 2015. All rights reserved.
Add another Assessment
instance for this project
Different phase
Different date
Different audience
Overall Profile Analysis
Action Steps
Factor Breakdown
Analysis of Risk Factors
See Report
25
Copyright Prosci 2015. All rights reserved.
PCT Analyzer
Overall Profile Analysis
Action Steps
based on
4 data
points
26
Copyright Prosci 2015. All rights reserved.27
Copyright Prosci 2015. All rights reserved.
For all factors with an
average score of <2
Discussion:
Consequences of a low score:
Action steps:
 Analysis of Risk Factors
28
Copyright Prosci 2015. All rights reserved.
REVIEW
Data Submissions >
CREATE
New Assessment >
COLLECT
More Data >
RETURN
Project Dashboard >
Quick
Navigation
29
Copyright Prosci 2015. All rights reserved.
Summary – Evaluating Project Health
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
• Operationalize the
PCT Assessment
• Evaluate overall health
• Identify risks and
develop next steps
• Engage project team and
leaders to collect their data
• Create comparative
reports over time
30

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Prosci's "Evaluating Project Health: Prosci PCT Analyzer" Webinar

  • 1. Copyright Prosci 2015. All rights reserved. webinar@prosci.com Prosci Change Management Webinar Evaluating Project Health: Prosci PCT Analyzer 1
  • 2. Copyright Prosci 2015. All rights reserved. Prosci by the #s: 8 16 80% 3400+ 20,000+ 70,000+ 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. ……………………………………............................................................. 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 competencies 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 ……………………………………............................................................. 2
  • 3. Copyright Prosci 2015. All rights reserved. Agenda • PCT Overview • PCT Applications • PCT Analyzer 3 us you then
  • 4. Copyright Prosci 2015. All rights reserved. PCT Overview The Prosci PCT Model 4
  • 5. Copyright Prosci 2015. All rights reserved. PCT Overview Leadership/Sponsorship • Governance and direction • Commitment and authority • Decisions and actions 5
  • 6. Copyright Prosci 2015. All rights reserved. PCT Overview Project Management • Technical side • Change definition • Time, cost, scope • Tasks, resources, budget 6
  • 7. Copyright Prosci 2015. All rights reserved. PCT Overview Change Management • People side • Individual and organizational • ADKAR and 3-Phase • Adoption and usage 7
  • 8. Copyright Prosci 2015. All rights reserved. PCT Overview Center of the Triangle 8
  • 9. Copyright Prosci 2015. All rights reserved. PCT Applications Conducting PCT Assessments Evaluating Project Health Identifying Risk Factors Driving Next Steps Tracking Progress Creating a Shared Vision Examining the Portfolio 9
  • 10. Copyright Prosci 2015. All rights reserved. PCT Applications Conducting PCT Assessments 10 Conducting Evaluating Identifying Driving Tracking Creating Examining Concise, purposeful assessment 10 factors for each corner
  • 11. Copyright Prosci 2015. All rights reserved. PCT Applications Evaluating Project Health 11 Visual representation of overall health and health in Leadership/Sponsorship, Project Management, Change Management Conducting Evaluating Identifying Driving Tracking Creating Examining
  • 12. Copyright Prosci 2015. All rights reserved. PCT Applications Identifying Risk Factors 12 Conducting Evaluating Identifying Driving Tracking Creating Examining
  • 13. Copyright Prosci 2015. All rights reserved. PCT Applications Driving Next Steps 13 Conducting Evaluating Identifying Driving Tracking Creating Examining
  • 14. Copyright Prosci 2015. All rights reserved. PCT Applications Tracking Progress 14 Conducting Evaluating Identifying Driving Tracking Creating Examining 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
  • 15. Copyright Prosci 2015. All rights reserved. PCT Applications Creating a Shared Vision 15 Conducting Evaluating Identifying Driving Tracking Creating Examining
  • 16. Copyright Prosci 2015. All rights reserved. PCT Applications Examining the Portfolio 16 Conducting Evaluating Identifying Driving Tracking Creating Examining Investment vs risk analysis 6.8 4.4 5.1 1.8 3.9 3.5 0 1 2 3 4 5 6 7 8 9 10 0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 8.0 Total investment in millons Risk factor Highest risk Lowest risk © Prosci 2007 Delta Zeta Epsilon Beta Gamma Alpha - Overall portfolio health - Prioritization and allocation - Systemic strengths and weaknesses
  • 17. Copyright Prosci 2015. All rights reserved. Conducting PCT Assessments Evaluating Project Health Identifying Risk Factors Driving Next Steps Tracking Progress Creating a Shared Vision Examining the Portfolio 17 What if there was an intuitive web-app that let you put all of these applications to work on your projects?
  • 18. Copyright Prosci 2015. All rights reserved. New Prosci PCT Analyzer • Operationalize the PCT Assessment • Evaluate overall health • Identify risks and develop next steps • Engage project team and leaders to collect their data • Create comparative reports over time 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 18
  • 19. Copyright Prosci 2015. All rights reserved. PCT Assessment Hierarchy of the PCT Analyzer Project PCT Assessment Data Data Data Data Data How can you define an “Assessment” instance? Project Stage Project Start Mid Project Validation Pre-Launch Launch Date Feb 1, 2015 April 1, 2015 July 1, 2015 Aug 1, 2015 Oct 1, 2015 Group Change Lead Project Team Leaders Region North America Europe Asia Or any combination Change Lead @ Start Project Team @ July 1, 2015 Europe @ Pre-Launch Data Data Data Data Data Data Data Data Data Data PCT Assessment ProjectProjectProjectProjectProject 19
  • 20. Copyright Prosci 2015. All rights reserved. PCT Analyzer Add a Project 20
  • 21. Copyright Prosci 2015. All rights reserved. Give the Assessment a Name and Description + Add an Assessment 21
  • 22. Copyright Prosci 2015. All rights reserved. Collect Data Url to copy and paste: Email Training Sharepoint Newsletter Project site Input Data Manually 22
  • 23. Copyright Prosci 2015. All rights reserved. Tabs for each corner of the PCT Assessment Simple radio scoring See your results immediately 23
  • 24. Copyright Prosci 2015. All rights reserved. Webinar attendees complete PCT Assessments in real-time, and then we’ll review the data Last name start with: Complete the assessment from this perspective: A – I The worst project you’ve ever experienced J – R A middle-of-the-road project you’ve experienced S - Z The best project you’ve ever experienced 24
  • 25. Copyright Prosci 2015. All rights reserved. Add another Assessment instance for this project Different phase Different date Different audience Overall Profile Analysis Action Steps Factor Breakdown Analysis of Risk Factors See Report 25
  • 26. Copyright Prosci 2015. All rights reserved. PCT Analyzer Overall Profile Analysis Action Steps based on 4 data points 26
  • 27. Copyright Prosci 2015. All rights reserved.27
  • 28. Copyright Prosci 2015. All rights reserved. For all factors with an average score of <2 Discussion: Consequences of a low score: Action steps:  Analysis of Risk Factors 28
  • 29. Copyright Prosci 2015. All rights reserved. REVIEW Data Submissions > CREATE New Assessment > COLLECT More Data > RETURN Project Dashboard > Quick Navigation 29
  • 30. Copyright Prosci 2015. All rights reserved. Summary – Evaluating Project Health 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 • Operationalize the PCT Assessment • Evaluate overall health • Identify risks and develop next steps • Engage project team and leaders to collect their data • Create comparative reports over time 30