change management 2
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CHANGE MANAGEMENTCHANGE MANAGEMENT
…the ability to recognize opportunities from perceived or known problems and take proactive measures to control its outcome.
Problems
Improvement
Opportunities
Change Management is…
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Change is necessary to adapt, survive and improve.
Adapt
Improve
Survive
Why Change is Necessary…
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CHANGE MANAGEMENTCHANGE MANAGEMENT
…change is a result of a reactive need, necessity to adapt, or a proactive desire, all change can be managed to produce the desired performance outcome.
The Desire to Change(wanting)
The Need to Change(surviving)
Must Adapt to Change(adapting)
Regardless of whether…
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Case for Change
Vision Skills Incentives Resources Methodology
Status Quo
Results
Vision Skills Incentives Resources Methodology
Case for Change
ConfusionSkills Incentives Resources Methodology
Case for Change
AnxiousVision Incentives Resources Methodology
Case for Change
Moderate Change
Vision Skills Resources Methodology
Case for Change
FrustrationVision Skills Incentives Methodology
Case for Change
Vision Skills Incentives Resources False Start
Change Management
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
Change Management Model™
DesignDesignIdentifyIdentify
PLANNING PHASEPLANNING PHASE
EstablishmentEstablishment MethodologyMethodology
Roll-outRoll-out Orientation and Training
Orientation and Training
Continuous Improvement
Continuous Improvement
Control and Coaching
Control and Coaching
DEVELOPMENT PHASEDEVELOPMENT PHASE
IMPLEMENTATION PHASEIMPLEMENTATION PHASEMANAGEMENT PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
Business and Personal PerformanceSuccessful business and personal performance depends on how well you manage changeA plan is required for personal changeA strategic plan is required for business change
Performance Management
Change Management
Project Management
(Plan)
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
Establishing the Plan
Performance Measures
Responsibilities
Checklists
Vision
Goal
Mission
Objectives and Strategies
Task Responsibilities
Performance Measures
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
VisionDreams don’t come true, only visions doA vision is a picture in your mind where you want to be, what you want to have, what you desire in the futureIt can be for personal or business improvementA vision creates a focal point for one person, or a group of personsA vision is a guiding lightA vision is a desireA vision keeps us moving in the right directionA vision has no defined time frame…for that you need a goal
Vision
Goal
Mission
Objectives and Strategies
Task Responsibilities
Performance Measures
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
Vision and Mission
Strategies
Goals
Objectives
Goals
Objectives
Change Duration
Key Performance Targets for Continued Success
VISION STATEMENT
MISSION STATEMENT
Actual Line of Compliance(Key Performance Indicators)
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
GoalA goal supports the vision by establishing a time frameA goal must be realistic and achievableA goal must be measurableA goal is a plateau that once obtained can be reset to a higher plateauYou must support a goal with a mission
Vision
Goal
Mission
Objectives and Strategies
Task Responsibilities
Performance Measures
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
MissionA mission is a promise to deliverA mission is personal or businessA mission is measurable by performance reportingA mission is the transformation of performing a task, or series of tasks, for a specified and determined outcomeA mission is about the passion and will-power of the individual or group of individuals to performA mission is our promise to strive to achieve our vision and beyond
Vision
Goal
Mission
Objectives and Strategies
Task Responsibilities
Performance Measures
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
Objectives and StrategiesObjectives are ‘What’ we will do to achieve our goal to ultimately realize our visionObjectives must be realistic and measurableObjectives are the steps that allow us to reach our goal graduallyStrategies are ‘How’ we intend to obtain our objectivesStrategies determine the tasks we must execute
Vision
Goal
Mission
Objectives and Strategies
Task Responsibilities
Performance Measures
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
Task ResponsibilitiesTasks establish the schedule for our planTasks have a start, finish and duration timeTasks are completed or not completed as scheduled to determine our performanceTasks require resources to complete; time, people, equipment, money, etc.Tasks can be done by one or many persons by establishing a responsibilities matrix or by delegatingTasks are updated weekly or monthly during an update meeting
Vision
Goal
Mission
Objectives and Strategies
Task Responsibilities
Performance Measures
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
Task Responsibilities
Output
Input
Task
TASK
Established Start and Estimated Duration
Human Resource Support Effort
Person Assigned to Execute the Task
Support / Infrastructure
Hardware
Software
Facilities
Training
Additional Resources
Methodology
Procedures
Examples
Output
Key Performance Targets (Key Deliverables) Quality Cost Duration
Input
Information
Data
Performance is measured with the expectation that 100% output results will be achieved. However, in the absence of trained, qualified Human Resource effort, or the absence / insufficient Support / Infrastructure it will be impossible to achieve a 100% output. Measuring the performance however can easily be accomplished and the problem area(s) can be identified, i.e., lack of Input Information or Data, lack of qualified Human Resources, lack of software, hardware, training, procedures, etc.
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Performance and Change Management
Performance MeasuresPerformance measures are the status of the tasks we executePerformance measures are used to track our progress and ultimately the status of our planPerformance measures are critical to the success in achieving our visionPerformance measures are used to continually improve our performancePerformance measures should be illustrated by visual charts and graphsPerformance should be recognized for both compliance (achievement) and non-compliancePerformance is measured to manage and control, not to punish or rewardPerformance is measured to determine if additional support is required
Vision
Goal
Mission
Objectives and Strategies
Task Responsibilities
Performance Measures
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Understanding Change
To accept change you must first understand the change transformation cycle.
Resist
Accept
Endure
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Understanding Change
The Change Management Process is a route, which leads from a current position, to a desired position (Current Practice to Best Practice).
The Change Management Process is supported by Project Management Techniques, followed by Performance Management Techniques (Continuous Improvement).
Change Management
Performance Management
Project Management
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CHANGE MANAGEMENTCHANGE MANAGEMENT
IntroductionIntroduction
Recognition
Improvement
Acceptance
“The symbol below represents a move away from the status quo. As you go about your daily routines remember this symbol for what it represents. Life will not permit you to circle in comfort forever, better you choose the direction you travel, than let life’s environment make the choice for you…for life’s environment may not always support your desires.”
E.J. Lister
Successful Change Management
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Change Management refers to the ability to control the outcome of a perceived problem, or known opportunity, to correct or improve the situation.
Whether a reactive need, necessity to adapt, or a proactive desire, all change can be managed to produce the desired performance outcome.
Problems
Improvement
OpportunitiesThe Desire to Change(wanting)
The Need to Change(surviving)
Must Adapt to Change(adapting)
Successful Change Management
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Resist
Accept
Endure
Successful Change Management
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignDesignIdentifyIdentify
PLANNING PHASEPLANNING PHASE
EstablishmentEstablishment MethodologyMethodology
Roll-outRoll-out Orientation and Training
Orientation and Training
Continuous Improvement
Continuous Improvement
Control and Coaching
Control and Coaching
DEVELOPMENT PHASEDEVELOPMENT PHASE
IMPLEMENATION PHASEIMPLEMENATION PHASEMANAGEMENT PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
Successful Change Management
The Change Management Process Model
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignIdentifyIdentify
PLANNING PHASEPLANNING PHASE
Establishment Methodology
Roll-outOrientation
and TrainingContinuous
ImprovementControl and Coaching
DEVELOPMENT PHASE
IMPLEMENATION PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
IdentifyIdentify
Identify improvement opportunities using:• Assessments• Learned experience• Measuring input and output performance percentages
Planning for change• Strategic Planning• Long-Range Planning• Short-Term Planning
Successful Change ManagementThe Planning Phase - Identify
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignIdentify
PLANNING PHASEPLANNING PHASE
EstablishmentEstablishment Methodology
Roll-outOrientation
and TrainingContinuous
ImprovementControl and Coaching
DEVELOPMENT PHASE
IMPLEMENATION PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
EstablishmentEstablishment
Establish the Change Improvement Project• Give the project a name• Establish the Steering Committee• Establish the Team• Establish the Project Manager• Establish the Goals and Objectives• Establish the Roles and Responsibilities
Successful Change ManagementThe Planning Phase - Establishment
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignIdentify
PLANNING PHASE
Establishment MethodologyMethodology
Roll-outOrientation
and TrainingContinuous
ImprovementControl and Coaching
DEVELOPMENT PHASEDEVELOPMENT PHASE
IMPLEMENATION PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
The Development Phase - Methodology
MethodologyMethodology•Define
•Goals / Objectives•Strategies
•Assign•Responsibility
•Control•Project Management Techniques•Project Management Software
Successful Change ManagementThe Development Phase - Methodology
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignDesignIdentify
PLANNING PHASE
Establishment Methodology
Roll-outOrientation
and TrainingContinuous
ImprovementControl and Coaching
DEVELOPMENT PHASEDEVELOPMENT PHASE
IMPLEMENATION PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
DesignDesign• Workflows
• Detail• Summary
• WFER’s (Workflow Event References)• Guidelines• Reference Manual
Successful Change ManagementThe Development Phase - Design
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignIdentify
PLANNING PHASE
Establishment Methodology
Roll-out Orientation and Training
Orientation and Training
Continuous Improvement
Control and Coaching
DEVELOPMENT PHASE
IMPLEMENATION PHASEIMPLEMENATION PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
The Implementation Phase – Orientation and Training
Orientation and TrainingOrientation and Training• Orientation
• Orientation Plan• Presentations
• Training• Training Plan• Courses• Knowledge / Competency Matrix
Successful Change ManagementThe Implementation Phase – Orientation and Training
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignIdentify
PLANNING PHASE
Establishment Methodology
Roll-outRoll-outOrientation
and TrainingContinuous
ImprovementControl and Coaching
DEVELOPMENT PHASE
IMPLEMENATION PHASEIMPLEMENATION PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
Roll-outRoll-out• Roll-out Plan
• Strategy• Location
• Implementation Plan• Coaching• Management and Control
Successful Change ManagementThe Implementation Phase – Roll-out
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignIdentify
PLANNING PHASE
Establishment Methodology
Roll-outOrientation
and TrainingContinuous
ImprovementControl and Coaching
Control and Coaching
DEVELOPMENT PHASE
IMPLEMENATION PHASEMANAGEMENT PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
Control and CoachingControl and Coaching• Microsoft Project
• Reports• Meetings
• Coaching• Individuals• Teams• Qualifying• Evaluating
The Management Phase – Control and CoachingSuccessful Change ManagementThe Management Phase – Control and Coaching
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CHANGE MANAGEMENTCHANGE MANAGEMENT
DesignIdentify
PLANNING PHASE
Establishment Methodology
Roll-outOrientation
and TrainingContinuous
Improvement
Continuous Improvement
Control and Coaching
DEVELOPMENT PHASE
IMPLEMENATION PHASEMANAGEMENT PHASEMANAGEMENT PHASE
CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™
Continuous ImprovementContinuous Improvement• Continuous Improvement Plan
• Establish C/I Team• Assessments / Audits• Follow-up Assignments• Measurements• Distribution of Results• Future Enhancements• Future Changes
Successful Change ManagementThe Management Phase – Continuous Improvement
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CHANGE MANAGEMENTCHANGE MANAGEMENT
What to work on?Effort versus Impact
Impact
Eff
ort
High
Hig
hLo
w
Low
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CHANGE MANAGEMENTCHANGE MANAGEMENT
Talking
Action Results
Microsoft Project.lnk
Microsoft PowerPoint.lnk
Business Processes• Workflow Activities• Guidelines• Procedures• Schedules
• Measure• Improve
Getting Results