Prosci Change Management Webinar

Transcription

1 Prosci Webinar Succeeding at, and 1 Prosci s Mission To help individuals and organizations build their own capabilities through development and delivery of research-based, holistic, and easy-to-use tools and methodologies.... Prosci by the #s: % , ,000+ Longitudinal studies Years of research Fortune 100 companies Research participants Certified practitioners Community members Our Principles: Research-based Holistic Easy-to-use Contact Prosci: Telephone: webinar@prosci.com Website: Our Resources: Published products and tools Web-based tools and applications Face-to-face training Train-the-Trainer Tools or downloads referenced in this free webinar are for webinar educational purposes; reproduction or distribution of these tools in your organization will require additional steps on your part.... Prosci Webinars Educational Thought provoking Insights into new development New ideas, phraseology, language, and frameworks Give you at least an hour per week to think about 2 Copyright 2015 Prosci. All rights reserved. 1

2 Agenda: Foundation Resources Prosci Portal: Your Virtual Workbench 3 Foundation: Oil & Gas Sectors Exploration Production Transportation Processing Refining Distribution 4 Copyright 2015 Prosci. All rights reserved. 2

3 Streams for A framework for thinking about the work you do Selling Doing Evaluating Elevating 5 Getting on the project. Getting commitment, buy-in and priority. Winning over leaders and project teams. Landing the gig. Selling 6 Copyright 2015 Prosci. All rights reserved. 3

4 Applying on an initiative, project or program. Integrating into project management and plan. Doing 7 Measuring how well you are doing change mgmt. Measuring your impact. Leveraging to more projects and parts of organization Evaluating and Elevating 8 Copyright 2015 Prosci. All rights reserved. 4

5 Streams: Big Picture Selling Doing Evaluating Elevating Getting on the project. Getting commitment, buy-in and priority. Winning over leaders and project teams. Applying change management on an initiative, project or program. Integrating into project management and plan. Measuring how well you are doing change mgmt. Measuring your impact. Leveraging to more projects and parts of org. Landing the gig. 9 Deeper Dive into Each Stream 1. Why the stream is important 2. Benchmarking data on the stream 3. Resources available to support you But first, a quick guide to resources 10 Copyright 2015 Prosci. All rights reserved. 5

6 Your Virtual Workbench Navigating Your Portal Homepage Create your free account: portal.prosci.com Resources organized by stream stage : : : My Resources: Tools you have purchased or received through training Selling CM Doing CM Available Resources: Your app store of downloadable and subscription tools Evaluating CM Elevating CM Freesources: Free resources for building change management knowledge Tools 4 Resource Types Cloud-based apps Apply on multiple projects and track over time Downloads PDFs MS Office Learning Guides Learning Webinar replays On demand access, acclaimed webinars with slides and handouts Tutorials & resources Professionally formatted for your library or to share with others 12 Copyright 2015 Prosci. All rights reserved. 6

7 Industry-leading resources available to empower your success in, and 13 Commitment and buy-in Why is Selling important? Must have not nice to have Avoid LIFO (last in, first out) To secure the resources, funding and mindshare to do change management on the project 14 Copyright 2015 Prosci. All rights reserved. 7

8 To senior leaders To project teams 60% Had to justify 65% Benefit realization and financial outcomes Project impact Risk management How did you make the case? Prosci 2014 Benchmarking Data Copyright Prosci Inc. All rights reserved. Increase project results and outcomes Focus on adoption and usage Minimize risks % 80% 60% 40% 20% 0% Percent of study participants who met or exceeded objectives 16% 46% Prosci 2014 Benchmarking Data Copyright Prosci Inc. All rights reserved. Data from 2007, 2009, 2011, % 96% Poor Fair Good Excellent (n=244) (n=653) (n=834) (n=165) Effectiveness The better we manage the people side of change, the better results we achieve 16 Copyright 2015 Prosci. All rights reserved. 8

9 Your Story: Achieving our intended results and outcomes from this change requires employee adoption and usage If we fail to drive sufficient adoption and usage, we will not be successful and face additional risks and costs Change management is an enabling force for capturing benefits and value in change Impacts of poor adoption and usage Current Transition Future 17 Keys to success in : 1. Context change success 2. Solve a problem (theirs) 3. Language (theirs) 4. Pain points (theirs) 18 Copyright 2015 Prosci. All rights reserved. 9

10 Tools Learning Cloud-based apps Downloads Webinar replays Tutorials & resources CMROI Calculator Business Case for CM Template Business Case and CMROI Bundles Prosci Change Scorecard (coming soon) How to Calculate CMROI How to Write a Business Case Engaging PMs in CM Start Talking About What You Deliver Five Tenets of CM Presenting the Value of CM in Context Case for CM Tutorial Collection 19 Why is Doing important? Adoption and usage do not happen by chance Prosci s research shows that there are repeatable activities that support individual transitions A structured approach, scaled and integrated into the project plan, increases success 20 Copyright 2015 Prosci. All rights reserved. 10

11 80% 60% 40% 20% Percent of participants using a structured approach 74% had a dedicated change mgmt resource 0% 80% 60% 40% 20% '03 '05 '07 '09 '11 '13 Used a methodology Did not use a methodology 80% 60% 40% 20% Good or Excellent 0% With a dedicated resource 0% Good or Excellent Met or exceeded objectives Without a dedicated resource 21 The Goal: Employee adoption and usage Sponsorship Communications Middle Management Engagement Employee Engagement First Degree Contributors Approach Resources Integrating with PM Second Degree Contributors Prosci 2014 Benchmarking Data Top Contributors to Success Copyright Prosci Inc. All rights reserved. 22 Copyright 2015 Prosci. All rights reserved. 11

12 General Project Lifecycle Kick off Major events Go Live Initiate Plan Design Develop Deploy Individual Change Journey Milestones Prosci ADKAR Model A D K A R Organizational Change Mgmt Activities Prosci 3-Phase Process Phase 1: Preparing for Change Phase 2: Managing Change Phase 3: Reinforcing Change Strategy Plans Measures 23 Prosci ADKAR Model Milestones of Successful Individual Change Successful individual change occurs when you hear Awareness Desire Knowledge Ability Reinforcement I understand why I have decided to I know how to I am able to I will continue to ADKAR and Awareness, Desire, Knowledge, Ability, Reinforcement are registered trademarks of Prosci 24 Copyright 2015 Prosci. All rights reserved. 12

13 Mfg Dist IT BU 1 BU 2 Prosci 3-Phase Process Deliverables and Work streams of Organizational Phase 1 Preparing for change Situational Awareness Supporting Structure Sponsor Model Change resistant Medium risk High risk Organizational attributes Low risk Medium risk Change ready Small, Large, incremental disruptive Change characteristics Phase 2 Managing change Communications plan Sponsor roadmap Coaching plan Training plan Resistance mgmt plan Customized Scaled Targeted Aligned to BP Phase 3 Reinforcing change Compliance audits Gap identification Success celebration Reinforcement mechanisms Transfer of ownership Preparing for Change, Managing Change and Reinforcing Change are registered trademarks of Prosci 25 Keys to success in : 1. Structured, holistic approach 2. Dedicated resources 3. Individual milestones (ADKAR) + Organizational activities (3-Phase Process) 4. Integrated into project plan 26 Copyright 2015 Prosci. All rights reserved. 13

14 Tools Learning Cloud-based apps Downloads Webinar replays Tutorials & resources Pilot Pro PCT Analyzer ebest Practices ADKAR Dashboard (coming soon) Blueprint CM Tracker Lite (coming soon) How to Integrate CM and PM Advancing the Discipline How to Manage Resistance How Leverage the Five Levers How to Apply ADKAR Prosci Methodology Research Exposé Prosci Methodology Tutorial Collection Integrating CM/PM Tutorial Collection Roles in CM Tutorial Collection 27 Prosci Methodology Resources 3-day Certification Program Online Pilot Professional Open-enrollment Onsite Master instructors Interactive experience where you apply the research-based methodology and tools as you learn them I m truly inspired! Best training program I have attended in my career! 28 Copyright 2015 Prosci. All rights reserved. 14

15 Why is Evaluating Elevating important? Builds credibility, acceptance and accountability Provides direction and clarity on what we are working toward Leveraging forward wins and proofs of success Change capability/agility is a crucial core competency 29 Evaluating how you did Five benchmarking questions: 1. Did you measure the effectiveness of your effort in support of the project? What metrics did you use? 2. Did you measure whether the change was occurring at the individual level? What metrics did you use? 3. Did you have to report on change management effectiveness of the project? To whom? What metrics did you use? 4. How did you demonstrate the value-add of applying change management on the project? 5. How did you measure the overall outcome of applying on the project? 30 Copyright 2015 Prosci. All rights reserved. 15

16 Evaluating how you did Overall change outcomes Prosci Change Scorecard Organizational Performance Individual Performance Change Mgmt Performance Early Mid Late Org Readiness and Change Requisites Individual Readiness Preparing: Strategy and Plans Progress to Plan Engagement, Participation, and Adoption Managing: Implementation Activities Results and Outcomes Usage and Performance Reinforcing: Sustaining Activities How much value did the project generate (benefit realization)? How effectively did impacted employees bring the change to life in their work? How well did we do? 31 Evaluating how you did Alignment with industry best practices ebest Practices Audit 32 Copyright 2015 Prosci. All rights reserved. 16

17 Elevating toward a capability Consolidating wins on specific projects toward building a true organizational capability (Enterprise ) Project-by-Project Organizational Capability Project ECM: Technical side Current Transition Future People side Objective: Build change capability and agility to deliver better results and outcomes of change, increase resilience and reduce saturation. Prosci Maturity Model Level 5 Level 4 Organizational Standards Level 3 Multiple Projects Level 2 Isolated Projects Level 1 Ad hoc or Absent Organizational Competency 33 Keys to success in : 1. Agree on what will be measured 2. Multi-layered measurement of both Outcomes and Activities 3. Strategically select and rigorously document proofs of success 4. Treat capability build as a change project 34 Copyright 2015 Prosci. All rights reserved. 17

18 Tools Cloud-based apps Downloads ebest Practices Audit Maturity Model Audit ECM Roadmap Best Practice Audit (static) Learning Webinar replays Tutorials & resources Future of CM: Data and Trends Diagnosing Alignment with Critical Success Factors How to Build Change Capabilities (ECM) Determining your Org Change Maturity Succeeding at Up, Mid, 35 Using the Streams of Understand where you are Understand what to do next Understand what resources are available 36 Copyright 2015 Prosci. All rights reserved. 18

19 Using the Streams of Project A: You may be at different streams for various projects you are supporting The framework helps you focus your efforts Project B: Project C: Project D: Project E: 37 Prosci empowers success in all streams Selling Getting on the project. Getting commitment, buy-in and priority. Winning over leaders and project teams. Landing the gig. Doing Applying change management on an initiative, project or program. Integrating into project management and plan. Evaluating Elevating Measuring how well you are doing change mgmt. Measuring your impact. Leveraging to more projects and parts of org. 38 Copyright 2015 Prosci. All rights reserved. 19

20 100% Adoption contribution 50% 36% Installation contribution Change Scorecard Empowering Resources applied across the project lifecycle to catalyze adoption, results and value Initiate Plan Design Develop Deploy Sustain CMROI Calculation Project Health Best Practice Alignment ADKAR Progress 3-Phase Process Phase 1: Preparing for Change Phase 2: Managing Change Phase 3: Reinforcing Change 39 Portal Site Licenses to equip your change agents with empowering tools Your logo here Your custom suite of tools accessible here 40 Copyright 2015 Prosci. All rights reserved. 20

21 A Prosci Portal account is free to create with immediate access to Freesources and ability to purchase and subscribe to empowering tool Available à la carte Or with an All Access pass ($2000/year) 41 CM CMROI Calculator Business Case for CM Template Bus Case/CMROI Bundles Change Scorecard How to Calculate CMROI How to Write Bus Case Engaging PMs in CM Start Talking About What You Deliver Five Tenets of CM Presenting Value in Context Case for CM Learn more: CM Pilot Pro PCT Analyzer ebest Practices ADKAR Dashboard CM Blueprint CM Tracker Lite How to Integrate CM and PM Advancing the Discipline How to Manage Resistance How Leverage the Five Levers How to Apply ADKAR Prosci Methodology Research Expose Prosci Methodology Tutorials Integrating CM/PM Tutorials Roles in CM Tutorials CM ebest Practices Audit Maturity Model Audit ECM Roadmap Best Practices Audit (static) Future of CM: Data and Trends Diagnosing Alignment How to Build Change Capabilities Determining Your Org Maturity Succeeding at Up, Mid, Your virtual CM workbench Free to create account now Create a custom site for your change practitioners support@prosci.com 42 Copyright 2015 Prosci. All rights reserved. 21