how to integrate cm and pm - proacteur.com...copyright 2017 prosci. all rights reserved. 11 ©...

Copyright 2017 Prosci. All rights reserved. 1

© Prosci. All Rights Reserved. 1

- a Prosci® webinar delivered by proacteur

WEBINARHow to Integrate Change

Management and Project

Management


DefiningThe Elements of

Successful Change

Integrating Change


Management

Understanding the Five Keys to

Effective Integration

HOW TO INTEGRATE CM AND PM




Successful Change

Integrating Change


Management





Current Transition Future

C C C C C

C C C C C

C C C C C

C C C C C

C C C C C

T T T T T

T T T T T

T T T T T

T T T T T

T T T T T

F F F F F

F F F F F

F F F F F

F F F F F

F F F F F

Made Up of Individual Changes

Organizational Change

Decision style



Successful Change RequiresBoth the Technical and People Sides

* Daryl Conner

Currentstate

Transitionstate

Futurestate

Technical Side

People Side

ResultsOutcomes

Success

Installation*

Realization*

Design

Deliver

Develop

Embrace

Use

Adopt


Comparing Change Management and Project Management

Currentstate

Transitionstate

Futurestate

Project Management

Change Management

Process:• Initiation• Planning

• Executing

• Monitoring/controlling

• Closing

Tools:• Statement of work• Project charter

• Business case

• Work breakdown structure

• Budget estimations• Resource allocation

• Schedule

• Tracking

Process:Organizational:• Preparing for change• Managing change

• Reinforcing change™

Individual:• ADKAR®

Tools:• Individual change model• Readiness assessment

• Communication plans

• Sponsor roadmaps

• Coaching plans• Training plans

• Resistance management

• Reinforcement

Focus:Technical side of moving from current state to future state

Focus:People side of moving from current state to future state



Project Managementis the discipline of initiating,

planning, executing, controlling, and closing the work of a team to achieve specific goals and

meet success criteria.

Definition Comparison

Change Management is the application of a

structured process and set of tools for leading the people side

of change to achieve a desired outcome.


Successful projects require all three corners of the Prosci® PCT™ Model

Prosci® PCT™ Model



What Are We Trying to Achieve?

Organizational Benefits

Project Objectives

• Revenue• Costs• Profits• Efficiencies• Compliance• Safety• Process Excellence• Customer Satisfaction

• Metrics and measurements of specific improvements

• What the project is trying to deliver

• How the organization will be different after the change is implemented


Prosci® ADKAR® Model




Successful Change

Integrating Change


Management





Project Management and Change Management are

complementary disciplines with a

common objective



Foundation of Integration

* Daryl Conner

Currentstate

Transitionstate

Futurestate

Technical Side

People Side

ResultsOutcomes

Success

Installation*

Realization*

Design

Deliver

Develop

Embrace

Use

Adopt


Individual:

Awareness Desire Knowledge Ability Reinforcement

Organizational:

Communications Plan

Sponsor Roadmap

Coaching Plan

Training Plan

Resistance Mgmt

Phase 3: Reinforcing Change

Phase 2: Managing Change

Phase 1: Preparing for Change



Let’s Walk Through This TogetherThe Work Streams Are What We Can Integrate into the Project Plan

Initiate Plan Design Develop Deploy

Kick Off "Go Live"

Phase 3: Reinforcing

Change

Phase 2: Managing

Change

Phase 1: Preparing

for Change

Strategy Communications Plan Sustainment

Sponsor Roadmap

Coaching Plan

Training Plan

Resistance Management Plan

A D K A R


‘Ability at Go Live’ Exercise

Initiate Plan Design Develop Deploy

Kick Off "Go Live"1. Begin with key

project events

A D K A R2. Lay in the

individual milestones

Phase 3: Reinforcing

Change

Phase 2: Managing

Change

Phase 1: Preparing

for Change

Strategy Plans Sustainment

4. Align organizational deliverables to drive individual milestones

3. Consider differences in impacted groups



How Can We IntegrateChange Management into a Project

Project ManagementDesign, Develop and Deliver Solution Effectively

Change ManagementSolution is Embraced, Adopted and Used Proficiently

People Processes Tools


Integrating CM & PM




Did Didn't

And it mattered:“Good” or “Excellent” CM

71% Integrated CM & PM

Did

Didn't

?



Integrating CM and PM

Collaboration

Cross-training

Define Roles and Responsibilities

People Dimension

PMCM

37%

PMCM

CM

14%

PM & CM

22%

PM CM

21%


Integrating CM and PM

PMCM

PMCM

PM

CM

Process Dimension

Integrate Plans

Align Timelines

Sequence Tasks

Add Deliverables

2017 2018

J F M A M J J A S O N D J F M A M J J A S O N D

Initiate

Plan

Design

Develop

Deploy

P2 – Managing Change

P3 – Reinforcing Change

P1 – Preparing for Change



Change Management Activities Project Management Activities

Initiate Project

Scope Project Conduct readiness assessments and impact analysis

Identify and begin building sponsor coalitionSelect and prepare change management teamPlan Project

Identify and address anticipated resistance

Communicate why change is happening (sponsors)

Establish objectives

Document approach

Define team and budget requirements

Develop SolutionIdentify training requirements and develop trainingEvaluate alternatives

Architect solution Continue communications, sponsorship and coaching activities

Design Solution Prepare and equip managers and supervisors

Launch group and coaching sessionsReinforce key messages (sponsors)

Continue communications and sponsorship activities

Benchmark and gather data

Generate ideas and select concepts

Model solutions

Document requirements

Continue communications and sponsorship activities


Integrating CM and PM Tool Dimension

Communication Plan

Project Plan

Training Plan

Schedule

Stakeholder Analysis/Assessment

Impact Analysis/Assessment

Scope

Lessons Learned

Risk Analysis/Assmt/Log

Business Case

Readiness Assessment

Communication Plan

Project Plan

Training Plan

Schedule



Scope

Lessons Learned

Risk Analysis/Assmt/Log

Business Case


Communication Plan

Project Plan

Training Plan

Schedule



Scope

Lessons Learned

Risk Analysis/Assessment/Log

Business Case


68%

65%

60%

56%

54%

52%

51%

79%

78%

91%

81%




Successful Change

Integrating Change


Management





Both teams are focused on results and outcomes

Prerequisites to Integration

There is a structured approach to change management



Support and buy-in from project teams

Support from leadership

Scope, timing and prioritization

Direction on how to integrate

Role definition and clarity

1

2

3

4

5

5 Keys to Effective Integration


Make Change Management

meaningful and realby connecting to what

the project team cares about

1 Support and Buy-In from Project Teams



48%

62%70%

81%

0%

100%

Poor Fair Good Excellent

14%

32%

52%

71%

0%

100%


15%42%

76%

94%

0%

100%

Poor Fair Good Excellent0%

100%


• Improve project results and outcomes

• Drive benefit realization and financial return

• Minimize risks

• Reduce “re” costs

Met or exceeded objectivesOn scheduleOn budget

Change Management Effectiveness

Support and Buy-In from Project Teams1


Prosci® PCT™ Model

Communicate directly with employees.

Participate actively and visibly throughout the project.

Build a coalition of sponsorship with peers and managers.

Support From Leadership2



Support From Leadership2


Proactive (not fire fighting) “Adoption and usage” from the beginning

64% 56% 49% 37%

% that met or exceeded objectives

0%

Scope, Timing, and Prioritization3






Direction on How to Integrate4


Execs &Senior Leaders

Front-Line

Middle Managers & Supervisors

Changeresource/

team

ProjectTeam

ProjectSMEs and

support

StructureEnable

IntegrateFocus

ExpertiseExperience

Organization Structure Change Structure

Role Definition and Clarity5




Successful Change

Integrating Change


Management





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how to integrate cm and pm - proacteur.com...copyright 2017 prosci. all rights reserved. 11 ©...

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