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Copyright 2015 Prosci. All rights reserved. 1
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 1
webinar@prosci.com
Prosci Change Management Webinar Succeeding at Upstream, Midstream and Downstream Change Management
Copyright Prosci 2015. All rights reserved.
Prosci by the #s:8
1780%
4500+30,000+80,000+
Longitudinal studiesYears of researchFortune 100 companiesResearch participantsCertified practitionersCommunity members
Contact Prosci: Telephone: +1-970-203-9332 Email: webinar@prosci.comWebsite: 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
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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
…………………………………….............................................................
Copyright 2015 Prosci. All rights reserved. 2
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved.
Agenda:
• Foundation
• Upstream
• Midstream
• Downstream
• Resources
3
Prosci Portal: Your VirtualChange Management Workbench
http://portal.prosci.com
Copyright Prosci 2015. All rights reserved.
Foundation: Oil & Gas Sectors
4
www.slideshare.net/UPES_Dehradun/financing-of-downstream-projects-in-oil-gas-sector
ExplorationProduction
TransportationProcessing
RefiningDistribution
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 3
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved.
Streams for Change Management
5
Upstream DownstreamMidstream
Sellingchange management
Doingchange management
Evaluatingchange management
Elevatingchange management
A framework for thinking about the work you do
Copyright Prosci 2015. All rights reserved. 6
Upstream DownstreamMidstream
Selling change management
Getting on the project.
Getting commitment, buy-in and priority.
Winning over leaders and project teams.
Landing the gig.
Copyright 2015 Prosci. All rights reserved. 4
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 7
Upstream DownstreamMidstream
Doing change management
Applying change management on an initiative, project or program.
Integrating into project management and plan.
Copyright Prosci 2015. All rights reserved. 8
Upstream DownstreamMidstream
Evaluating and Elevating change management
Measuring how well you are doing change mgmt.
Measuring your impact.
Leveraging to more projects and parts of organization
Copyright 2015 Prosci. All rights reserved. 5
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 9
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.
Change Management Streams: Big Picture
Copyright Prosci 2015. All rights reserved.
Deeper Dive into Each Stream
10
Upstream DownstreamMidstream
1. Why the stream is important2. Benchmarking data on the stream3. Resources available to support you
But first, a quick guide to resources…
Copyright 2015 Prosci. All rights reserved. 6
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved.
Resources organized by “stream” stage
Upstream: Selling CM
Midstream: Doing CM
Downstream: Evaluating CMElevating CM
My Resources:Tools you have purchased
or received through training
Available Resources:Your “app store” of downloadable
and subscription tools
Freesources:Free resources for building change
management knowledge
NavigatingYour PortalHomepage
Create yourfree account:portal.prosci.com
Your Virtual Change Management Workbench
Copyright Prosci 2015. All rights reserved. 12
4 Resource Types
Webinarreplays
Tutorials & resources
Cloud-based apps Downloads
Learning
ToolsApply on multiple projects
and trackover time
PDFsMS Office
Learning Guides
On demand access, acclaimed webinars with
slides and handouts
Professionally formatted for your library or to share
with others
Copyright 2015 Prosci. All rights reserved. 7
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 13
Upstream DownstreamMidstream
Industry-leading resources available to empower your success in
Upstream, Midstream and Downstreamchange management
Copyright Prosci 2015. All rights reserved. 14
Sellingchange management
Why is
important?
Commitment and buy-in
“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
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 8
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 15
To senior leaders To project teams
• Benefit realization and financial outcomes
• Project impact• Risk management
• Increase project results and outcomes
• Focus on adoption and usage
• Minimize risksProsci 2014 Benchmarking DataCopyright © Prosci Inc. All rights reserved.
Had to justify change management 65%60%
How did you make the case?
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved.
Prosci 2014 Benchmarking DataCopyright © Prosci Inc. All rights reserved. Data from 2007, 2009, 2011, 2013.
16
16%
46%
77%
96%
0%
20%
40%
60%
80%
100%
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
Copyright Prosci 2015. All rights reserved. 21
0%
20%
40%
60%
80%
'03 '05 '07 '09 '11 '13
Percent of participants using a structured approach
0%
20%
40%
60%
80%
“Good” or “Excellent”Change Management
Used a methodology
Did not use a methodology
Met or exceeded objectives
0%
20%
40%
60%
80%“Good” or “Excellent”Change Management
With a dedicated resource
Without a dedicated resource
74% had a dedicated change mgmt resource
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved. 22
Sponsorship
Communications
Middle Management Engagement
Employee Engagement
Change Management Approach
Change Management Resources
Integrating with PM
The Goal: Employee adoption and usage
First DegreeContributors
Second DegreeContributors
Prosci 2014 Benchmarking DataTop Contributors to SuccessCopyright © Prosci Inc. All rights reserved.
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 12
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 23
Initiate Plan Design Develop Deploy
“Go Live”Kick off
Phase 3: Reinforcing
Change
Phase 2: Managing
Change
Phase 1: Preparing
for Change
A D K A R
Strategy Plans Measures
GeneralProject
Lifecycle
Individual Change Journey
Milestones
OrganizationalChange Mgmt
Activities
Major events
Prosci®
ADKAR ®
Model
Prosci®
3-PhaseProcess
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved. 24
Prosci® ADKAR® ModelMilestones of Successful Individual Change
Awareness “I understand why…”
Desire “I have decided to…”
Knowledge “I know how to…”
Ability “I am able to…“
Reinforcement® “I will continue to…”
ADKAR and “Awareness, Desire, Knowledge, Ability, Reinforcement” are registered trademarks of Prosci
Successful individual change occurs when you hear…
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 13
Prosci Webinar: Succeed at Upstream, Midstream and DownstreamChange Management
Copyright Prosci 2015. All rights reserved. 25
Prosci® 3-Phase ProcessDeliverables and Work streams of Organizational Change Management
Preparing for Change, Managing Change and Reinforcing Change are registered trademarks of Prosci
Phase 3 –Reinforcing
change™
Phase 2 –Managing
change
Phase 1 –Preparing for
change
Change resistant
Change ready
Small, incremental
Large, disruptive
Change characteristics
Organizational attributes
Medium risk High risk
Medium riskLow risk
Mfg Dist IT BU 1 BU 2
Situational AwarenessSupporting Structure
Sponsor Model
Communications planSponsor roadmap
Coaching planTraining plan
Resistance mgmt plan
CustomizedScaledTargetedAligned to BP
Compliance auditsGap identification
Success celebrationReinforcement mechanisms
Transfer of ownership
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved.
Keys to success in Midstream:
1. Structured, holistic approach
2. Dedicated resources
3. Individual milestones (ADKAR) + Organizational activities (3-Phase Process)
4. Integrated into project plan
26
Upstream DownstreamMidstream
Copyright 2015 Prosci. All rights reserved. 14
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
organizational capability (Enterprise Change Management)
Project ECM:
Level 5 Organizational Competency
Level 4 Organizational Standards
Level 3 Multiple Projects
Level 2 Isolated Projects
Level 1 Ad hoc or Absent
Current Transition Future
Technical side
People side
Objective: Build change capability and agility to
deliver better results and outcomes of change,
increase resilience and reduce saturation.
Prosci Change ManagementMaturity Model
Upstream DownstreamMidstream
Copyright Prosci 2015. All rights reserved.
Keys to success in Downstream:
1. Agree on what will be measured
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
http://portal.prosci.comsupport@prosci.com
Learn more: http://empower.prosci.com/prosci-portal-information
42
Midstream CMPilot 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
Downstream CMeBest 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, Downstream
Recommended