Change Management
Source: | DataSource |
---|---|
Language: | English |
Topic: | Change Management |
SubTopic: | ADKAR |
Last Edit By: | DochyJP |
LastEdit: | 2021-04-15 |
Document type: | Training |
Status: | Active |
Access: | free |
Introduction
What is Change Management
Context and objectives
When introducing a change to the organization, we are ultimately going to be impacting one or more of the following four parts of how the organization operates:
- Processes
- Systems
- Organization structure
- Job roles
While there are numerous approaches and tools that can be used to improve the organization, all of them ultimately prescribe adjustments to one or more of the four parts of the organization listed above. Change typically results as a reaction to specific problems or opportunities the organization is facing based on internal or external stimuli. While the notion of 'becoming more competitive' or 'becoming closer to the customer' or 'becoming more efficient' can be the motivation to change, at some point these goals must be transformed into the specific impacts on processes, systems, organization structures or job roles. This is the process of defining 'the change'.
Ultimately, the goal of change is to improve the organization by altering how work is done.
Change Management vs Project Management
However, it is not enough to merely prescribe 'the change' and expect it to happen - creating change within an organization takes hard work and structure around what must actually take place to make the change happen. To begin, lets look at the formal definitions of project management and change management - two key disciplines required to bring a change to life. These are two commonly accepted definitions that help us begin to think about these two distinct but intertwined disciplines.
- Project Management : Project management is the application of knowledge, skills, tools and techniques to project activities to meet project requirements.
Project management is accomplished through the application and integration of the project management processes of initiating, planning, executing, monitoring and controlling, and closing.
From PMBOK® Guide, Third Edition
- Change management : Change management is the process, tools and techniques to manage the people-side of change to achieve the required business outcome. Change management incorporates the organizational tools that can be utilized to help individuals make successful personal transitions resulting in the adoption and realization of change.
As shown in the figure above, both project management and change management support moving an organization from a current state (how things are done today), through a transition state to a desired future state (the new processes, systems, organization structures or job roles defined by 'the change'). Project management focuses on the tasks to achieve the project requirements. Change management focuses on the people impacted by the change.
Any change to processes, systems, organization structures and/or job roles will have a 'technical' side and a 'people' side that must be managed. Project management and change management have evolved as disciplines to provide both the structure and the tools needed to realize change successfully on the technical and people side.
Discipline | Process | Tools |
---|---|---|
Project management |
|
Tools
|
Change management |
*Planning for change
|
*Individual change model
|
Separate but integrated in practice
Summary
Change Management Process
Change Management Strategy
Situational awareness
Supporting structure
Strategy analysis
What's next
Prepare for change
Define your change management strategy
Identifying Change Characteristics
Assessing the Organization
Creating a change management strategy
Next steps
Prepare your change management team
Acquiring resources
Assessing team competencies
Preparing the change management team
Develop your sponsorship model
Identifying sponsors and stakeholders
Assessing sponsor competencies
Preparing sponsors
Managing changes
Develop Change Management Plans
Communications Plan
Sponsor roadmap
Coaching plan
Resistance Management Plan
Training Plan
Take action and implement plans
Integrate
Implement
Track
Evaluate
Reinforcing change
Collect and analyze feedback
Listening to employees and gathering feedback
Auditing compliance
Analyzing change management effectiveness
Diagnose gaps and manage resistance
Identifying root causes and pockets of resistance
Developing corrective actions
Enabling sponsors and coaches
Implement corrective actions and celebrate successes
Implementing corrective actions
Celebrating early successes and reinforcing the change
Conducting after-action reviews
Transferring ownership
Toolkit
Change Characteristics Assessment
Change Characteristics Worksheet
Organizational Attributes Assessment
Change Management Strategy
Team Member Competency Assessment
Sponsor Interview Template
Sponsor-ADKAR-Assessment-v6
Primary Sponsor Assessment
Sponsor Assessment Table
Prosci-Sponsorship-Diagram
Communications Plan Template
Change Management Plan Template
Sample Template for Training Supervisors on Change Management
Sample Group Coaching Agenda
Sample Individual Coaching Plan
Communications Plan – Message Guidelines for Employees
Communications Plan – Message Guidelines for Executives
Communications Plan – Message Guidelines for Managers
Communication Plan Template
Sponsor Checklist (Design)
Sponsor Checklist (Implementation)
Sponsor Checklist (Planning and Startup)
Primary Sponsor Plan Template
Change Management Competency Assessment for Managers and Supervisors
Resistance Assessment Worksheet
Training Needs Assessment Template
Training Requirements Template
Change Management Manager
Employee Feedback Assessment
Feedback and Compliance Presentation Template
Corrective Action Plan Template
E-Learning
Concepts and principles in change management 100