Change Management 2

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CHANGE MANAGEMENTCHANGE MANAGEMENT

…the ability to recognize opportunities from perceived or known problems and take proactive measures to control its outcome.

Problems

Improvement

Opportunities

Change Management is…



Change is necessary to adapt, survive and improve.

Adapt

Improve

Survive

Why Change is Necessary…



…change is a result of a reactive need, necessity to adapt, or a proactive desire, all change can be managed to produce the desired performance outcome.

The Desire to Change(wanting)

The Need to Change(surviving)

Must Adapt to Change(adapting)

Regardless of whether…



Case for Change

Vision Skills Incentives Resources Methodology

Status Quo

Results

Vision Skills Incentives Resources Methodology

Case for Change

ConfusionSkills Incentives Resources Methodology

Case for Change

AnxiousVision Incentives Resources Methodology

Case for Change

Moderate Change

Vision Skills Resources Methodology

Case for Change

FrustrationVision Skills Incentives Methodology

Case for Change

Vision Skills Incentives Resources False Start

Change Management



Performance and Change Management

Change Management Model™

DesignDesignIdentifyIdentify

PLANNING PHASEPLANNING PHASE

EstablishmentEstablishment MethodologyMethodology

Roll-outRoll-out Orientation and Training

Orientation and Training

Continuous Improvement


Control and Coaching


DEVELOPMENT PHASEDEVELOPMENT PHASE

IMPLEMENTATION PHASEIMPLEMENTATION PHASEMANAGEMENT PHASEMANAGEMENT PHASE

CHANGE MANAGEMENT PROCESS MODEL™CHANGE MANAGEMENT PROCESS MODEL™




Business and Personal PerformanceSuccessful business and personal performance depends on how well you manage changeA plan is required for personal changeA strategic plan is required for business change

Performance Management

Change Management

Project Management

(Plan)




Establishing the Plan

Performance Measures

Responsibilities

Checklists

Vision

Goal

Mission

Objectives and Strategies

Task Responsibilities





VisionDreams don’t come true, only visions doA vision is a picture in your mind where you want to be, what you want to have, what you desire in the futureIt can be for personal or business improvementA vision creates a focal point for one person, or a group of personsA vision is a guiding lightA vision is a desireA vision keeps us moving in the right directionA vision has no defined time frame…for that you need a goal

Vision

Goal

Mission







Vision and Mission

Strategies

Goals

Objectives

Goals

Objectives

Change Duration

Key Performance Targets for Continued Success

VISION STATEMENT

MISSION STATEMENT

Actual Line of Compliance(Key Performance Indicators)




GoalA goal supports the vision by establishing a time frameA goal must be realistic and achievableA goal must be measurableA goal is a plateau that once obtained can be reset to a higher plateauYou must support a goal with a mission

Vision

Goal

Mission







MissionA mission is a promise to deliverA mission is personal or businessA mission is measurable by performance reportingA mission is the transformation of performing a task, or series of tasks, for a specified and determined outcomeA mission is about the passion and will-power of the individual or group of individuals to performA mission is our promise to strive to achieve our vision and beyond

Vision

Goal

Mission







Objectives and StrategiesObjectives are ‘What’ we will do to achieve our goal to ultimately realize our visionObjectives must be realistic and measurableObjectives are the steps that allow us to reach our goal graduallyStrategies are ‘How’ we intend to obtain our objectivesStrategies determine the tasks we must execute

Vision

Goal

Mission







Task ResponsibilitiesTasks establish the schedule for our planTasks have a start, finish and duration timeTasks are completed or not completed as scheduled to determine our performanceTasks require resources to complete; time, people, equipment, money, etc.Tasks can be done by one or many persons by establishing a responsibilities matrix or by delegatingTasks are updated weekly or monthly during an update meeting

Vision

Goal

Mission








Output

Input

Task

TASK

Established Start and Estimated Duration

Human Resource Support Effort

Person Assigned to Execute the Task

Support / Infrastructure

Hardware

Software

Facilities

Training

Additional Resources

Methodology

Procedures

Examples

Output

Key Performance Targets (Key Deliverables) Quality Cost Duration

Input

Information

Data

Performance is measured with the expectation that 100% output results will be achieved. However, in the absence of trained, qualified Human Resource effort, or the absence / insufficient Support / Infrastructure it will be impossible to achieve a 100% output. Measuring the performance however can easily be accomplished and the problem area(s) can be identified, i.e., lack of Input Information or Data, lack of qualified Human Resources, lack of software, hardware, training, procedures, etc.




Performance MeasuresPerformance measures are the status of the tasks we executePerformance measures are used to track our progress and ultimately the status of our planPerformance measures are critical to the success in achieving our visionPerformance measures are used to continually improve our performancePerformance measures should be illustrated by visual charts and graphsPerformance should be recognized for both compliance (achievement) and non-compliancePerformance is measured to manage and control, not to punish or rewardPerformance is measured to determine if additional support is required

Vision

Goal

Mission






Understanding Change

To accept change you must first understand the change transformation cycle.

Resist

Accept

Endure



Understanding Change

The Change Management Process is a route, which leads from a current position, to a desired position (Current Practice to Best Practice).

The Change Management Process is supported by Project Management Techniques, followed by Performance Management Techniques (Continuous Improvement).

Change Management

Performance Management

Project Management



IntroductionIntroduction

Recognition

Improvement

Acceptance

“The symbol below represents a move away from the status quo. As you go about your daily routines remember this symbol for what it represents. Life will not permit you to circle in comfort forever, better you choose the direction you travel, than let life’s environment make the choice for you…for life’s environment may not always support your desires.”

E.J. Lister

Successful Change Management



Change Management refers to the ability to control the outcome of a perceived problem, or known opportunity, to correct or improve the situation.

Whether a reactive need, necessity to adapt, or a proactive desire, all change can be managed to produce the desired performance outcome.

Problems

Improvement

OpportunitiesThe Desire to Change(wanting)

The Need to Change(surviving)

Must Adapt to Change(adapting)




Resist

Accept

Endure




DesignDesignIdentifyIdentify


EstablishmentEstablishment MethodologyMethodology

Roll-outRoll-out Orientation and Training







IMPLEMENATION PHASEIMPLEMENATION PHASEMANAGEMENT PHASEMANAGEMENT PHASE



The Change Management Process Model



DesignIdentifyIdentify


Establishment Methodology

Roll-outOrientation

and TrainingContinuous

ImprovementControl and Coaching

DEVELOPMENT PHASE

IMPLEMENATION PHASEMANAGEMENT PHASE


IdentifyIdentify

Identify improvement opportunities using:• Assessments• Learned experience• Measuring input and output performance percentages

Planning for change• Strategic Planning• Long-Range Planning• Short-Term Planning

Successful Change ManagementThe Planning Phase - Identify



DesignIdentify


EstablishmentEstablishment Methodology

Roll-outOrientation



DEVELOPMENT PHASE



EstablishmentEstablishment

Establish the Change Improvement Project• Give the project a name• Establish the Steering Committee• Establish the Team• Establish the Project Manager• Establish the Goals and Objectives• Establish the Roles and Responsibilities

Successful Change ManagementThe Planning Phase - Establishment



DesignIdentify

PLANNING PHASE

Establishment MethodologyMethodology

Roll-outOrientation






The Development Phase - Methodology

MethodologyMethodology•Define

•Goals / Objectives•Strategies

•Assign•Responsibility

•Control•Project Management Techniques•Project Management Software

Successful Change ManagementThe Development Phase - Methodology



DesignDesignIdentify

PLANNING PHASE


Roll-outOrientation






DesignDesign• Workflows

• Detail• Summary

• WFER’s (Workflow Event References)• Guidelines• Reference Manual

Successful Change ManagementThe Development Phase - Design



DesignIdentify

PLANNING PHASE


Roll-out Orientation and Training




DEVELOPMENT PHASE

IMPLEMENATION PHASEIMPLEMENATION PHASEMANAGEMENT PHASE


The Implementation Phase – Orientation and Training

Orientation and TrainingOrientation and Training• Orientation

• Orientation Plan• Presentations

• Training• Training Plan• Courses• Knowledge / Competency Matrix

Successful Change ManagementThe Implementation Phase – Orientation and Training



DesignIdentify

PLANNING PHASE


Roll-outRoll-outOrientation



DEVELOPMENT PHASE

IMPLEMENATION PHASEIMPLEMENATION PHASEMANAGEMENT PHASE


Roll-outRoll-out• Roll-out Plan

• Strategy• Location

• Implementation Plan• Coaching• Management and Control

Successful Change ManagementThe Implementation Phase – Roll-out



DesignIdentify

PLANNING PHASE


Roll-outOrientation




DEVELOPMENT PHASE

IMPLEMENATION PHASEMANAGEMENT PHASEMANAGEMENT PHASE


Control and CoachingControl and Coaching• Microsoft Project

• Reports• Meetings

• Coaching• Individuals• Teams• Qualifying• Evaluating

The Management Phase – Control and CoachingSuccessful Change ManagementThe Management Phase – Control and Coaching



DesignIdentify

PLANNING PHASE


Roll-outOrientation


Improvement



DEVELOPMENT PHASE

IMPLEMENATION PHASEMANAGEMENT PHASEMANAGEMENT PHASE


Continuous ImprovementContinuous Improvement• Continuous Improvement Plan

• Establish C/I Team• Assessments / Audits• Follow-up Assignments• Measurements• Distribution of Results• Future Enhancements• Future Changes

Successful Change ManagementThe Management Phase – Continuous Improvement



What to work on?Effort versus Impact

Impact

Eff

ort

High

Hig

hLo

w

Low



Talking

Action Results

Microsoft Project.lnk

Microsoft PowerPoint.lnk

Business Processes• Workflow Activities• Guidelines• Procedures• Schedules

• Measure• Improve

Getting Results

Change Management 2

Business

vision performance measures

change management mission

change management goal

change management objectives

performance tasks

personal change

change management business

vision objectives