business readiness assessment & ocm platform
DESCRIPTION
TRANSCRIPT
“ORGANIZATION/PEOPLE READINESS ASSESSMENT & CHANGE MANAGEMENT (OCM) PLATFORM”
Presented by:
Eduardo J. Muñiz
MURPHY’S LAW
“IF SOMETHING MIGHT GO WRONG, IT WILL”
Business Facts
Competition is fiercer than ever Almost every company is convinced that it MUST Refocus their business to increase its
Throughput & Competitive edge in the Market place . *Corporations estimate yearly investment of 1 Trillion Dollar implementing IT & HR/
Business Transformation initiatives such as:- Strategic Plan/Organization Restructuring/Design/Alignment- Business Process High Value Improvement (BPI/BPR/BPM/TQM/LEAN/Six Sigma/
Operational Excellence, etc.)- Knowledge Management- Enterprise Application Integration (EAI)- Business Intelligence- ERP/HCM/CRM/SCM 80-90% IT & Business Transformation Projects are unsuccessfully implemented (don’t
meet Project Performance and Financial Requirements). Based on Juran Institute Research. Only 40% of IT & Business Transformation Projects address training needs. Only 25% of these Projects give Integrated Technology & Business Goals Almost every company is disappointed with the slow rate of initiatives
implementation and low impact in bottom line results. Low Utilization & ROI & High TCO. New Business Model utilization is less than
40% & High Total Cost of Ownership (TCO)
The Question is:
WHY?• IT Platforms & New Business Model’s Functionality didn’t FIT Organization
Processes,Culture and Structures
• Lack of Readiness (Bandwidth):
• Outside Consultants ( New Business Model/IT Provider/Systems Integrator)
• Client
How to ensure that Strategic Business Transformation
initiatives are effectively implemented?
The Answer:
ORGAIZATION/PEOPLE READINESS ASSESSMENT & CHANGE MANGEMENT (OCM)PLATFORM
STRATEGIC INPUTS
OCM PLATFORMSTRATEGY DESIGN
OCM PLATFORMSTRATEGY IMPLEMENTATION
OCM PLATFORMSTRATEGY DESIGN
IMPLEMENTATION BRIDGES
•Business Readiness Assessment•Structure•Culture•Business Processes
•Implementation Plan
ORGANIZATIONAL CHANGE MANGEMENT (OCM) PLATFORM
Environment• Opportunities• Threats
Organization• Strengths• Vulnerabilities
•Strategic Business Priorities/KPIS•Parameterization
•Technological•Organizational
•Processes•Structure•Culture
•Change Impact Analysis•Structure Support/Governance•Communication Strategy
BUSINESS READINESS ASSESSMENTKey Requirements
Accuracy Quick Cost Effective Value Added
BUSINESS READINESS ASSESSMENTStrategic Areas
Core Processes
Management Approach
Culture
Teamwork (Synergy)
Change Resistance
Strategic Decisions MERGERS ACQUISITIONS ORGANIZATION RESTRUCTURING/ DESIGN/ALIGNMENT STRATEGIC PLANNING MARKETING STRATEGIES
Information Technology
PROCESS AUTOMATION SYSTEMS UPGRADING ABC SYSTEM IT PLATFORM (SAP, MS, ORACLE, IBM, SUN, etc.) ANY OTHER IT TRANSFORMATION INITIATIVE
Business Process
BUSINESS PROCESSES VALUE ADDED COST REDUCTION CONTINUOUS HIGH VALUE IMPROVEMENT ISO/QS CERTIFICATION BPR, TQM, SIX SIGMA, LEAN MANUFACTURING, ETC. HUMAN RESOURCES MANAGEMENT SYSTEM HCM/TALENT MANAGEMENT
Business Readiness AssessmentWHEN TO DO IT
The Tool:
ORGANIZATIONREADINESSASSESSMENTSYSTEM
Organization Readiness Assessment System
A highly practical Top Management Strategic Assessment tool designed to Diagnose Organization/People Preparedness to
identify Capability Gaps (Skills, Processes & Systems) to make sure that New Business Model’s functionality Fits Organization’s
Structure, Processes and Culture and defining Change Governance and Communications Strategy to engage
Stakeholders/Sponsors,
ORGANIZATION READINESS ASSESSMENT SYSTEMAssessment Areas
Organizational Processes
Management Structure
Organizational Culture
Cluster Factor ( Synergy )
Change Resistance
Organization Readiness Assessment SystemAssessment Areas
ORAS
Business FocusLeadership
Decision MakingCommunication
Performance
Appraisal
InvolvementCommunication
RewardsStatus Quo
Past ExperienceLeadership
LeadershipTeamwork
Diversity of Perspective
People Involved
Mission/GoalsPlanning
Decision MakingPerformance Management
Communication
LeadershipManagement
PracticesValues/Attitudes
COREPROCESSES
CULTURE CHANGERESISTANCE
MANAGEMENTSTRUCTURE
SYNERGISM
O.R.A.S. Characteristics
A pragmatic tool designed to systematically, timely, & cost effectively collect real and valid data about organization/people’s change preparedness.
Customizable Anonymity of respondents Objective Very user friendly Interpretation and diagnosis results Action Plan (Change Governance/Engage Stakeholders/Sponsors,
Communications Strategy)
ORGANIZATION READINESS ASSESSMENT SYSTEM
THE DATA COLLECTOR.- The instrument is composed of several statements of Organizational difficulties. Respondents are asked to indicate how frequently
each difficulty occurs on scale from 1 (never) to 9 (all the time).
THE SCALE.- For each of the items, the respondents are asked to choose a number from 1 to 9 indicating how frequently they perceive the difficulty.
1 2 3 4 5 6 7 8 9___________________________________________________________
Never Rarely Sometimes Frequently All the time
ORGANIZATION READINESS ASSESSMENT SYSTEM
Interpretation of Results
Low Risk Moderate Risk High RiskOPPORTUNITY CAUTION DANGER
_________________________________________________________________________1 2 3 4 5 6 7 8 9
BUSINESS READINESS FACTOR
Category I Low Risk - OPPORTUNITY RANGE (1.0-3.0).- Any area within this range, indicates a positive prognosis, so a proactive approach is required in order to ensure Implementation
success.Category II Moderate Risk - CAUTION RANGE (3.01-6.0).- Any area within this range, indicates
a guarded prognosis, so immediate actions are required to achieve successful implementation.
Category III High Risk - DANGER RANGE (6.01-9.0).- Any area within this range, indicates a negative prognosis, so, it is mandatory to take corrective actions to Strengthen
Organization Vulnerabilities prior to implementation stage.
ORGANIZATIONAL PROCESSES ASSESSMENTProcess Areas
MISSION AND GOALS PLANNING DECISION MAKING PERFORMANCE MANAGEMENT LEADERSHIP TEAMWORK COMMUNICATION SITUATION APPRAISAL PROBLEM SOLVING POTENTIAL PROBLEM ASSESSMENT MEETINGS TRAINING
ORGANIZATIONAL PROCESSES ASSESSMENTSample
In my organization, people assume they know the cause of a problem - only to find out later they were wrong.
Select an answer ranging from 1 to 9, where 1 is NEVER and 9 is ALWAYS
1 2 3 4 5 6 7 8 9__________________________________________________________
Never Rarely Sometimes Frequently All the time
ORGANIZATIONAL PROCESSES ASSESSMENTSample
Readiness Factor by Process Area
Process Area Readiness Factor- PLANNING 6.56- TEAMWORK 6.56- DECISION MAKING 6.21- SITUATION APPRAISAL 6.20- PERFORMANCE MANAGEMENT 6.00- PROBLEM SOLVING 5.96- LEADERSHIP 5.83- POTENTIAL PROBLEMS ASSESSMENT 5.83- MISSION AND GOALS 5.78- COMMUNICATION 5.42- MEETINGS 5.28- TRAINING 4.14
ORGANIZATIONAL PROCESSES ASSESSMENT...detailed explanation
DECISION MAKING - (6.21)The difficulty in this area indicates a need for refinement of the way: criteria
are set for decisions, alternatives are generated and compared and, risks are assessed and final choices are made.
OF MOST CONCERN IN THIS AREA WAS:- In my organization, people take too long to make a decision. (7.50)
OF LEAST CONCERN IN THIS AREA WAS:- In my organization people lose sight of the purpose of their decisions. (5.50)
MANAGEMENT STRUCTURE ASSESSMENTKey Attributes Assessment
Leadership Directing Coaching Supporting Delegating
Management Practices Planning
Building Teamwork Receives Feed-Back Gives Feed-Back Decision Making
Promotes Innovation
Attitudes/Values Self
People Internal Client External Client
Results The Organization Continuous
Improvement
ORGANIZATIONAL CULTURE ASSESSMENTAssessment Areas
Business Focus Performance Appraisal Structure Leadership Communication Teamwork Decision Making & Problem Solving Implementation Consequence Management
CLUSTER FACTOR (SYNERGY) ASSESSMENT Assessment Areas
LEADERSHIP TEAMWORK DIVERSITY OF PERSPECTIVE INTERDEPENDENCE PEOPLE INVOLVED
CHANGE RESISTANCE ASSESSMENTAssessment Areas
PURPOSE INVOLVEMENT COMMUNICATION REWARD CONSEQUENCE MANAGEMENT SUPPORT JOB CHARACTERISTICS LEADERSHIP PERSONAL GOALS STATUS QUO PAST PERFORMANCE
Business Readiness AssessmentResults to be expected
Objective Assessment of Organization/People’s Readiness to implement a New Business Model, Strategic Plan/Organization Restructuring/Human Capital/IT/Business Transformation Strategy
Sharp diagnosis of Organization/People’s Preparedness to anticipate any potential constraints when implementing Strategic Initiatives.
Action Plan that includes Change Governance, Engage Stakeholders/Sponsors, & Communications Strategy, etc. making sure that New Business functionality fitsOrganization’s Structures, Processes and Culture
Clear Picture of key Organization’s Strengths & Vulnerabilities before engaging in a major HR/IT/Business Transformation Strategy.
A sound mechanism to timely & objectively identify current and future key capabilities(Processes, Systems, Skills) requirements/KPIS to be addressed before, during and after any IT/ Business Transformation Strategy Implamentation.
Pragmatic evaluation of Talent Management Strategies.
Objective mechanism to assess progress of Strategy Implementation
Organization’s profile to be used for benchmarking purposes.
O.R.A.S. DESIGNER
Eduardo J. Muñiz
After many years leading the design & delivery of HR/Business Transformation Stratgies directly performing Business Readiness Assessments for the Manufacturing, Service and
Government industry, he started the idea of developing O.R.A.S.
He is GM & Strategic Change Practice Lead of The Advantage Group, Inc., a US based Strategic Business Transformation Consulting firm. With more than fifteen years of experience in
Strategic Planning, Organization Restructuring , Business Readiness/Change Management and Human Capital/Business Process High Value Improvement working with companies
within the USA, Latin America, APAC, ME.
Formerly performed leadership positions working for leading international Strategic consulting firms in APAC, USA & LATAM.
His educational background includes BSC Industrial Chemical Engineering and Business Process Architecture Studies.
OCM PLATFORMApproach & Scope
OCM PLATFORM is designed to objectively, consistently, accurately, and timely diagnose Organization/People Preparedness to identify Key Capabilties (Skills, Processes, Systems) to be developed and make sure that New Business Model’s functionality fits Organization Process, Culture and Structure before implementation.
OCM PLATFORM will make sure that IT/Business Transformation Strategies are successfully implemented maximizing utilization and ROI.
Our overall objective is to help ensure Organization realizes business benefits that more than justify their investment in this New Business Model
OCM PLATFORM will be implemented within 12 month period. This Approach is focused in two dimensions:
STRATEGIC: To do the right thing. Defining “WHAT” is the Strategic profile of the OCMPLATFORM is the starting point
OPERATIONAL: To do things right. Defining “HOW” to do it is also critical
Therefore we will be pursuing the following objectives:
OCM PLATFORMApproach & Scope
OCM PLATFORM will make sure that Organization increases its Throughput while reducing Business Process Cyce Time, Work in Process Inventory, Operating Expenses and Customer Complaints as well as its Competitive Advantage in the market place..
This strategic framework is designed to establish a Business Readiness Platform to objectively, consistently, accurately, and timely diagnose Organization/People Preparedness to identify Key Capabilties (Skills, Processes, Systems) to be developed and make sure that New Business Model’s functionality fits Organization Process, Culture and Structure before implementation.
Our overall objective is to help ensure Organization realizes business benefits that more than justify their investment in this New Business Model
OCM PLATFORM will be implemented within 12 month period. This Approach is focused in two dimensions:
STRATEGIC: To do the right thing. Defining “WHAT” is the Strategic profile of the OCMPLATFORM is the starting point
OPERATIONAL: To do things right. Defining “HOW” to do it is also critical
Therefore we will be pursuing the following objectives:
OCM PLATFORM
STAKE HOLDER & COMMUNICATION. OCM PLATFORM STRATEGIC FRAMEWORK. START UP WORK. Linking Strategic Business Priorities/KPIS Definition. Parameterization Technological/ Organizational/Develop Stake Holders/ Sponsors Global Assessment/Governance /Roles/ Communication Plan
CHANGE IMPACT & ACTIONS. Business Process Design Audit/Review/BIA. Execute Change Actions
BUSINESS READINESS. Diagnose Organization/People Preparedness to identify Key Capabilities (Skills, Processes, Systems) to be developed and make sure New Business Model’s functionality fits Organization Process/Culture/Structure. Impact Review. Execute Change Actions
KEY CAPABILTIES DEVELOPMENT. Customized Job Models/ OCM Training/ Systems/ Processes Designand Logistics/Consequence Management/Progress Monitoring
BENEFITS REALIZATION. Business Process Alignment/ Results Measurement/ KPIS Evaluation/ Perform Post BIA/Readiness Assessment. People’s Total Commitment.
OCM PLATFORMADMINISTRATOR
PROJECT MANAGERS
MEASUREMENTS & READINESS
FUNCTIONAL AREAS
TECHNOLOGY INFRASTRUCTURE
CAPABILITIES DEVELOPMENT
FINANCIAL SUPPORT
LOGISTIC SERVICES
BUSINESS PROCESSES
TECHNOLOGY
STRUCTURE
OTHER
OCM’S IN HOUSE CONSULTANT
OCM PLATFORMFunctional Structure (Core Functions)
Top Management
OUTSIDE CONSULTANTS
BUSINESS READINESS ASSESSMENT CENTER
TRAINING & DEVELOPMENT
BUSINESS UNITS MANAGERS
OCM PLATFORMImplementation Schedule
1 2 3 4 5 6 7 8 9 10 11 12
STAKE HOLDER & COMMUNICATION
OCMCE STRATEGICFRAMEWORK
CHANGE IMPACT & ACTIONS
BUSINESSREADINESS ASSESSMENT
KEY CAPABILITIES DEVELOPMENT
BENEFITS REALIZATION