ADKAR Foundation. Prosci ADKAR Dashboard. Prosci Webinar: ADKAR Dashboard. Copyright 2016 Prosci. All rights reserved. 1

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Virgil Cannon
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2 Prosci ADKAR Model Awareness Of the need for change Desire To participate and support the change Knowledge On how to change Ability To implement required skills and behaviors Reinforcement To sustain the change 3 Prosci ADKAR Model Awareness I understand why Desire I have decided to Knowledge I know how to Ability I am able to Reinforcement I will continue to 4 Copyright 2016 Prosci. All rights reserved. 2

Prosci Webinar: ADKAR Dashboard Understand change Build your plans Diagnose gaps Advance change 5 Aligning CM to Project Lifecycle General Project Lifecycle Kick off Initiate Individual Change

3 Prosci Webinar: ADKAR Dashboard Understand change Build your plans Diagnose gaps Advance change 5 Aligning CM to Project Lifecycle General Project Lifecycle Kick off Initiate Individual Change Journey Milestones Prosci ADKAR Model Organizational Change Mgmt Activities Prosci 3-Phase Process Plan Major events Design Go Live Develop Deploy A K A R Phase 1: Phase 2: Phase 3: Preparing for Change Managing Change Reinforcing Change Scaled Strategy Customized Plans Sustain Measures Copyright 2016 Prosci. All rights reserved. D 6 3

4 Aligning CM to Project Lifecycle General Project Lifecycle Initiate Kick off Major events Go Live Plan Design Develop Deploy Individual Change Journey Milestones Prosci ADKAR Model ADKA R Organizational Change Mgmt Activities Prosci 3-Phase Process Phase 1: Preparing for Change Phase 2: Managing Change Phase 3: Reinforcing Change 7 Aligning CM to Project Lifecycle Initiate Plan Design Develop Deploy N. America A D K A R Europe A D K A R Asia A D K A R 8 Copyright 2016 Prosci. All rights reserved. 4

ADKAR: Vehicles and Roles Communication l l Sponsorship l l l Coaching l l l l l Training l l Resistance Management l l A D K A R Primary Sponsor l l l Leadership Coalition l l Managers & Supervisors

5 ADKAR: Vehicles and Roles Communication l l Sponsorship l l l Coaching l l l l l Training l l Resistance Management l l A D K A R Primary Sponsor l l l Leadership Coalition l l Managers & Supervisors l l l l l HR and Training l l Project Team l l 9 ADVANCED APPLICATIONS OF ADKAR Common language Outcome orientation Timing guidance Measurement framework Coaching framework 10 Copyright 2016 Prosci. All rights reserved. 5

Prosci Webinar: ADKAR Dashboard How do you know where

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6 Prosci Webinar: ADKAR Dashboard How do you know where people are in their ADKAR journey? Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam vestibulum diam Integ er ac lacinia urna Sit amet fring illa arcu Integ er venenatis est Ipsum molestie tempus Nullam accumsan pulvinar 11 ADKAR Dashboard Copyright 2016 Prosci. All rights reserved. 12 6

7 Prosci Webinar: ADKAR Dashboard ADKAR Dashboard Available in the Prosci Portal ADKAR Dashboard 13 Put the power of ADKAR at your fingertips: Cloud-based Intuitive and logical ADKAR survey instrument Built by the world leader in change management Copyright 2016 Prosci. All rights reserved. 14 7

10 Build your survey Distribute your survey Plan your Dashboard 19 Build your survey Intuitive survey builder Select statements Write your own Balance your survey 20 Copyright 2016 Prosci. All rights reserved. 10

survey link that you can post in many places: Nested for

11 Build your survey Distribute your survey Plan your Dashboard 21 Distribute your survey two options 1. Anonymous link 2. Identified recipients via distribution Unique ADKAR survey link that you can post in many places: Nested for collection and analysis Project Groups with unique link Individuals 22 Copyright 2016 Prosci. All rights reserved. 11

12 Distribute your survey two options 1. Anonymous link 2. Identified recipients via distribution Pros: Flexible distribution Reduced concerns of spam filtering Cons: No tracking Rollup to overall scores challenging Pros: Enhanced tracking Historic view Cons: distribution concerns Requires recipient data 23 Build your survey Distribute your survey Plan your Dashboard 24 Copyright 2016 Prosci. All rights reserved. 12

13 Plan your Dashboard * Pulse Check We are nearing go-live (or training). Are employees ready? Initiate Plan Design Develop Deploy Sustain Short survey focused on A, D and K 25 User Story We have launching a new set of 3 core traits across the business. The project team completed their first round of workshops with team leaders and then allowed a couple of weeks for them to cascade the messages on. At that point I used the ADKAR dashboard to run an AD focused survey to identify any areas with barrier points before moving on to building knowledge around building the traits into the performance review process. The dashboard clearly identified several areas where the key messages had not been cascaded effectively and the team were able to go out and correct this. The added benefit is that the team leader community is now also aware that we are tracking whether they cascade information :). We plan to run further surveys as the project progresses as we got a lot of good feedback on the charts and simplicity of the model. 26 Copyright 2016 Prosci. All rights reserved. 13

14 User Story We are in the middle of over a yearlong implementation of a self-service application and the project owner saw a need from the beginning to gauge the readiness of the employees as the outcome is to help mitigate and audit finding. The project owner has been skeptical about Change Management as a whole and gave us a small subset of the employees that would be impacted by this change. We rolled out a small survey customizing the questions around Awareness, Desire and Knowledge since we have yet to conduct formal training. Our biggest barrier was on Knowledge but the most interesting aspect was to see how ready the employees felt compared to the supervisors and managers. This was eye opening for the project team, so now our next survey, we are doubling the number of people taking the survey and creating a separate group for all leaders to take the survey. 27 Plan your Dashboard * Baseline + Progress Initiate Plan Design Develop Deploy Sustain Simple 5 question assessment asked several times to evaluate progress 28 Copyright 2016 Prosci. All rights reserved. 14

User Story We started to implement a major software revision to 60% of the workforce as part of the Critical to Quality measures being implemented to address transparency issues.

15 User Story We started to implement a major software revision to 60% of the workforce as part of the Critical to Quality measures being implemented to address transparency issues. Negative undercurrents existed since users were reluctant to embrace a new communication feature: common enterprise-wide dashboards that names who missed deadlines and job failures, as a result of missed deadlines. Due to the rumors, we created several 5-question ADKAR Dashboard surveys to focus on Desire and Knowledge to canvas whether the current training was useful. The survey results highlighted where the training broke down. Due to these results, we stopped the implementation and re-focused our training to address these missed Desire concerns. Currently, we are re-surveying the departments using the same surveys to better gauge our re-training efforts. 29 Plan your Dashboard * Tied to ADKAR Milestones Initiate Plan Design Develop Deploy Sustain ADKAR Focus ADKAR Focus ADKAR Focus Targeted survey based on ADKAR Milestones along the lifecycle 30 Copyright 2016 Prosci. All rights reserved. 15

16 User Story For a financial services organization just starting a multi-phase agile CRM implementation, I created a change readiness approach based on regular ADKAR surveys at three points during each agile release: Survey 1 early on: AD Survey 2 right after training: KA Survey 3 a month post-live: AR We were able to align very early on this readiness approach (down to the question banks!), gain buy-in from both the project team and key sponsors, as well as start to socialize ADKAR and the goal of CM across the organization. These ADKAR surveys became a key component of our CM dashboard. 31 Plan your Dashboard * Multiple Groups Initiate Plan Design Develop Deploy Sustain Group 1 Group 2 Group 3 Group 4 Group 5 In-line surveys of multiple groups 32 Copyright 2016 Prosci. All rights reserved. 16

17 Plan your Dashboard * Multiple Groups Initiate Plan Design Develop Deploy Sustain Group 1 Group 2 Group 3 Group 4 Group 5 Staggered survey based on ADKAR Milestones per group 33 Build your survey SUMMARY Distribute your survey The ADKAR Dashboard was build to give you the flexibility to use it a number of ways (pulse check, baseline + progress, milestones). It is your job to Plan your Dashboard! Plan your Dashboard 34 Copyright 2016 Prosci. All rights reserved. 17

18 Now that you know how the ADKAR Dashboard works, What is the payoff? 35 User Reflection In most project situations there is understandably great focus on managing tasks and delivering outputs. We feel the ADKAR Dashboard can add huge value in such situations because it allows measurement of change management outcomes - what needs to be achieved through the people side of change - rather than delivery of products and completion of tasks. 36 Copyright 2016 Prosci. All rights reserved. 18

19 User Reflection ADKAR Dashboards make it easier to communicate a picture 37 Build your survey Select statements Write your own Balance your survey Distribute your survey 1) Anonymous link 2) Identified recipients via distribution Initiate Plan Design Develop Deploy Sustain Plan your Dashboard Pulse Check Baseline + Progress Tied to ADKAR Milestones Multiple Groups 38 Copyright 2016 Prosci. All rights reserved. 19

Additional In-depth walkthrough (not reviewed on webinar) Watch video at: https://vimeo.

22 Build your survey Intuitive survey builder Select statements Write your own Balance your survey 43 Intuitive Survey Builder lets you create and customize your unique ADKAR Survey 44 Copyright 2016 Prosci. All rights reserved. 22

23 Start with Prosci pre-built surveys and customize or start from scratch and create your own 45 Prosci has built a number of statements you can use; simply check the box to include a statement in your survey 46 Copyright 2016 Prosci. All rights reserved. 23

Clickable statements for each element of ADKAR Knowledge 51 Clickable statements

29 Distribute your survey two options 1. Anonymous link 2. Identified recipients via distribution Unique ADKAR survey link that you can post in many places: Nested for collection and analysis Project Groups with unique link Individuals 57 Click Launch Anonymous Survey on right sidebar to start or review anonymous surveys 58 Copyright 2016 Prosci. All rights reserved. 29

31 Customize the HEADER TEXT and THANK YOU PAGE for your anonymous survey 61 Unique anonymous ADKAR survey link that you can distribute in many ways: Newsletter Training Social sites 62 Copyright 2016 Prosci. All rights reserved. 31

32 Distribute your survey two options 1. Anonymous link 2. Identified recipients via distribution Unique ADKAR survey link that you can post in many places: Nested for collection and analysis Project Groups with unique link Individuals 63 First, create add a project and then create your groups 64 Copyright 2016 Prosci. All rights reserved. 32

39 ADKAR Dashboard Put the power of ADKAR at your fingertips: Cloud-based Intuitive and logical ADKAR survey instrument Built by the world leader in change management 77 Copyright 2016 Prosci. All rights reserved. 39

How a project approach will build change management capability across your organization

capability across your How a project approach will build change management capability across your Prosci Webinar How a project approach will build change management Enterprise Change Management Organizational