Change Management Methodology

Transcription

1 Change Management Methodology Presented by: December 2010 Anne Warren Regional Director

2 Beacon Partners Proven Process The Beacon Process incorporates five key elements: Vision Workflow Integration Communication Change Management Measurement

3 Change

4 Preparation and Customer Readiness 1 Executive / Nursing Leadership Project Management Office Security / Privacy Officer(s) Goals and Objectives Assess client readiness to implement enterprise system solutions Construct strategic change management plan Identify client s vision, goals, objectives and cultural boundaries impacting implementation Develop committee structure, roles and responsibilities Conduct readiness assessment Identify risks and develop mitigation plans Develop communication strategies Prepare awareness program, e.g., road show, poster campaign, Webcasts, dedicated Website Develop, deliver, collect and analyze awareness feedback to identify preparedness and buy-in Develop training strategy Vision statement Project charter Readiness assessment Communication strategy Awareness program Barriers to success and mitigation strategies Committee charters Training strategy

5 Activate Design Build and Early Test Adopters 3 2 Core Team Physician Champion Project Management Office Goals and Objectives Develop future state recommendations derived from current state assessment Identify opportunities for standardization Elicit buy-in from clinicians and operations staff Conduct current state assessment Develop future state workflows Identify gaps and outline transition phase Identify benefits and challenges related to each recommendation Deliver awareness program Review future state Assess preparedness and buy-in Conduct computer skills training Review risks identified Future state workflow diagrams Update project charter Status of risk mitigation strategies Summary of questionnaire results

6 Goals and Objectives Gain consensus on workflows Incorporate individual needs / requirements into process / design Ensure participation and buy-in from key stakeholders Core Team SMEs Update responses to identified barriers to success Address new risks not previously defined Evaluate effectiveness of awareness program Assess committee s progress and adherence to charters Develop strategies to address specific individual concerns as needed Adjust system build based on end-user feedback Updated project charter Summary of awareness programs Status of computer training Issue tracking reports

7 Goals and Objectives 4 Ensure early adopters are thoroughly trained to assure activation success Provide sufficient resources to address quickly and resolve process, system, adoption or other issues Core Team SMEs Physician Champion Develop policies and procedures based on approved workflows Work with key stakeholders to revise workflows as required Implement approved workflows Develop and deliver courseware Role-based training User-friendly training aids Evaluations Update project charters Written policies and procedures Training curriculum and materials Summary of training evaluations Lessons learned Communication strategy to disseminate early adopter success stories

8 Enterprise-wide Implementation Goals and Objectives 5 Employ lessons learned during early adopters phase enterprise-wide Provide on-going oversight to change management efforts Core Team SMEs Physician Champion Users Security / Privacy Officer(s) Deliver just-in-time training Provide at-the-elbow assistance and support during Go-Live Continue assessing readiness and buy-in Provide additional support / training to individuals as required Update project charter Summary of training evaluations Communication strategy to disseminate information about implementation successes

9 Thank You Anne Warren Courtesy of Anne Warren HIMSS Management Engineering & Process Improvement (ME-PI) Community