Copyright 2015 Prosci. All rights reserved. 1 Prosci Webinar: Succeed at Upstream, Midstream and Downstream Change Management Copyright Prosci 2015. All rights reserved. 1 [email protected]Prosci Change Management Webinar Succeeding at Upstream, Midstream and Downstream Change Management Copyright Prosci 2015. All rights reserved. Prosci by the #s: 8 17 80% 4500+ 30,000+ 80,000+ Longitudinal studies Years of research Fortune 100 companies Research participants Certified practitioners Community members Contact Prosci: Telephone: +1-970-203-9332 Email: [email protected]Website: www.prosci.com 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. 2 ……………………………………............................................................. Prosci’s Mission Our Principles: • Research-based • Holistic • Easy-to-use Our Resources: • Published products and tools • Web-based tools and applications • Face-to-face training • Train-the-Trainer To help individuals and organizations build their own change management capabilities through development and delivery of research-based, holistic, and easy-to-use tools and methodologies. 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 change management …………………………………….............................................................
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Copyright 2015 Prosci. All rights reserved. 1
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
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.
Our Resources: • Published products and tools• Web-based tools and applications• Face-to-face training• Train-the-Trainer
To help individuals and organizations build their own change management capabilities through development and delivery of research-based, holistic, and easy-to-use tools and methodologies.
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
Poor Fair Good Excellent(n=244) (n=653) (n=834) (n=165)
Percent of study participants who met or
exceeded objectives
Change Management Effectiveness
The better we manage the people
side of change, the better results
we achieve
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 9
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 17
Your Upstream 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
Current FutureTransition
Impacts of poor adoption and usage
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved.
Keys to success in Upstream:
1. Context – change success
2. Solve a problem (theirs)
3. Language (theirs)
4. Pain points (theirs)
18
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 10
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 19
Upstream DownstreamMidstreamCloud-based apps
CMROI Calculator
Downloads Business Case for CM TemplateBusiness Case and CMROI BundlesProsci Change Scorecard (coming soon)
Webinar replays How to Calculate CMROIHow to Write a Business CaseEngaging PMs in CMStart Talking About What You DeliverFive Tenets of CMPresenting the Value of CM in Context
Tutorials & resourcesCase for CM Tutorial Collection
Learning
Tools
Copyright Prosci 2015. All rights reserved. 20
Doingchange management
Why is
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
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 11
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
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0%
20%
40%
60%
80%
'03 '05 '07 '09 '11 '13
Percent of participants using a structured approach
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 27
Cloud-based apps Pilot ProPCT AnalyzereBest PracticesADKAR Dashboard (coming soon)
Downloads Change Management BlueprintCM Tracker Lite (coming soon)
Webinar replays How to Integrate CM and PMAdvancing the DisciplineHow to Manage ResistanceHow Leverage the Five LeversHow to Apply ADKARProsci Methodology
Tutorials & resources Research ExposéProsci Methodology Tutorial CollectionIntegrating CM/PM Tutorial CollectionRoles in CM Tutorial Collection
Learning
Tools
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved. 28
Methodology ResourcesProsci3-day Certification Program Online Pilot Professional
• Open-enrollment• Onsite• Master instructors
“I’m truly inspired!”
“Best training program I have attended in my career!”
Interactive experience where you apply the research-based methodology
and tools as you learn them
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 15
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 29
Evaluatingchange management
Why is
important?
Builds credibility, acceptance and accountability
Provides direction and clarityon what we are working toward
Leveraging forward wins and proofs of success
Elevatingchange management
Change capability/agility is a crucial core competency
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved. 30
Evaluating how you didFive benchmarking questions:
1. Did you measure the effectiveness of your change management 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 change management on the project?
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 16
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 31
Evaluating how you didOverall change outcomes
Organizational Performance
Change MgmtPerformance
IndividualPerformance
Organizational Performance
Org Readiness and Change Requisites
Progressto Plan
Resultsand
Outcomes
Change MgmtPerformance
Preparing: Strategy and
Plans
Managing: Implementation
Activities
Reinforcing: SustainingActivities
IndividualPerformance
Individual Readiness
Engagement, Participation, and Adoption
Usage and Performance
Early Mid Late
Prosci Change Scorecard 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” change management?
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved. 32
Evaluating how you did Alignment with industry best practices
eBest Practices Audit
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 17
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 33
Elevating toward a capability
Project-by-Project
Organizational Capability
Consolidating “wins” on specific projects toward building a true
2. Multi-layered measurement ofboth Outcomes and Activities
3. Strategically select and rigorously document proofs of success
4. Treat “capability build” as a change project
34
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 18
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 35
Cloud-based apps eBest Practices AuditMaturity Model AuditECM Roadmap
DownloadsBest Practice Audit (static)
Webinar replays Future of CM: Data and TrendsDiagnosing Alignment with Critical Success FactorsHow to Build Change Capabilities (ECM)Determining your Org Change MaturitySucceeding at Up, Mid, Downstream
Tutorials & resources
Learning
Tools
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved.
Using the Streams of Change Management
• Understand where you are
• Understand what to do next
• Understand what resources are available
36
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 19
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved.
Using the Streams of Change Management
37
Upstream DownstreamMidstream
Upstream DownstreamMidstream
Upstream DownstreamMidstream
Upstream DownstreamMidstream
Upstream DownstreamMidstream
Project A:
Project B:
Project C:
Project D:
Project E:
You may be at different “streams” for various projects you are supporting
The framework helps you focus
your efforts
Copyright Prosci 2015. All rights reserved. 38
Upstream DownstreamMidstream
Sellingchange management
Doingchange management
Evaluatingchange management
Elevatingchange management
Getting on the project.Getting commitment, buy-in and priority.Winning over leaders and project teams.Landing the gig.
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.
Prosci empowers success in all streams
Copyright 2015 Prosci. All rights reserved. 20
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved.
Initiate Plan Design Develop Deploy Sustain
39
ProjectHealth
ChangeScorecard
Best PracticeAlignment
CMROICalculation
ADKARProgress
Adoption contribution
Installation contribution
100%
50%
36%
3-PhaseProcess
Phase 1:Preparing for Change
Phase 2:Managing Change
Phase 3:Reinforcing Change
Empowering Resources applied across the project lifecycle to catalyze adoption, results and value
Copyright Prosci 2015. All rights reserved. 40
Your logo here
Your custom suite of tools accessible here
Portal Site Licenses to equip your change agents with empowering tools
Copyright 2015 Prosci. All rights reserved. 21
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 41
Available à la carteOr with an “All Access”
pass ($2000/year)
A Prosci Portal account is free to create with immediate access to Freesources and ability to purchase and subscribe to empowering tool
Copyright Prosci 2015. All rights reserved.
Upstream CMCMROI 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 CMYour virtual CM workbenchFree to create account now
Create a custom site for your change practitioners