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Copyright Prosci 2015. All rights reserved. How to Write a Business Case for Applying Change Management www.prosci.com | +1-970-203-9332 Prosci ® 1 [email protected] @timcreasey www.linkedin.com/in/timcreasey/ Research | Methodology | Training | Advisory Services Sneak peek Advanced Workshop: Oct 7 2015 (morning) The Hilton, Toronto Airport

Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

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Page 1: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 1

How to Write a Business Case for Applying Change Management

www.prosci.com | +1-970-203-9332

Prosci®

[email protected] @timcreaseywww.linkedin.com/in/timcreasey/

Research | Methodology | Training | Advisory Services

Sneak peekAdvanced Workshop:

Oct 7 2015 (morning)The Hilton, Toronto Airport

Page 2: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

Intent:

To enable you to us a structured, formal business case

To tell the whole story – rationale to approach

For applying change management on a project

To gain credibility and buy-in with senior and project leaders

2

Page 3: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 3

Agenda:

What is a business case?

Section-by-section

breakdown

Value for change

management

4 pieces of the definition and

how they connect to CM

8 sections of the business case

translated for CM

4 challenges to CM that the

business case addresses

Page 4: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

Often a formal document

A business case

captures the reasoning

for initiating a project or task

to convince a decision maker

to take action.

Definition:

It tells your story…

Sometimes a short, verbal argument or presentation

4

Page 5: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

What is the reasoning behind applying change management?A business case

captures the reasoning

for initiating a project or task

to convince a decision maker

to take action.

Project results depend on

employee adoption and usage of a

changeChange management drives employee adoption

and usage

5

Page 6: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 6

TransitionCurrent Future

Results and Outcomes Depend on Employee Adoption and Usage

Wit

h c

han

ge m

an

ag

em

ent

Wit

hou

t

=X projectbenefitscreated

Current FutureTransition

Adoption and usage

gets bumpy

Adoption and usage

takes longer

Adoption and usageincomplete

Adoption and usage

not as expected

<X

Page 7: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

What is the “project or task” you are initiating?A business case

captures the reasoning

for initiating a project or task

to convince a decision maker

to take action.

To a project/initiative

Apply change management

Results and outcomes through adoption and

usage

7

Page 8: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 8

Change Management Work Streams

Outputs:

IndividualAdoption

Usage

ProjectResults

OutcomesBenefits

Value

Inputs:

Defined change

Technical solution

Individual Change Management Work

Stream

Milestones needed for a single person to make a change

successfullyOrganizational Change

Management Work Stream

Deliverables (strategy and plans) that support individual transitions

Page 9: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

Who are you trying to convince?

A business case

captures the reasoning

for initiating a project or task

to convince a decision maker

to take action.

Senior leadersExecutive teams

Project leadersProject teams

9

BONUS: How do you convince them?

By solving their problem.

Page 10: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 10

People don’t buy a quarter-inch drill bit, they buy a quarter-inch

hole. You’ve got to study the hole, not

the drill. The drill is just the solution for it.

Theodore Levitt (Leo McGinneva)

Page 11: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

What is the action?

A business case

captures the reasoning

for initiating a project or task

to convince a decision maker

to take action.

1.Commitment to apply change management on [your project/initiative]

2.With dedicated resources

3.With dedicated budget

4.Integrate into project plan

11

Page 12: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 12

Agenda:

What is a business case?

Section-by-section

breakdown

Value for change

management

4 pieces of the definition and

how they connect to CM

8 sections of the business case

translated for CM

4 challenges to CM that the

business case addresses

Page 13: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

Why Is the Business Case Valuable?What does it really

mean to apply change management on a

project?

I don’t see the value of change

management

Change management seems soft and fuzzy

Change management looks different than

what I’m accustomed to

Address major challenges and objections to

change management

13

Page 14: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 14

Agenda:

What is a business case?

Section-by-section

breakdown

Value for change

management

4 pieces of the definition and

how they connect to CM

8 sections of the business case

translated for CM

4 challenges to CM that the

business case addresses

Page 15: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

Section-by-section

breakdown

Business Case Table of Contents

Executive Summary

Situational Assessment and Problem Statement

Project Description

Solution Description

Cost-Benefit Analysis

Implementation Timeline

Critical Assumptions and Risk Assessment

Conclusions and Recommendations

* From the ProsciBusiness Case Toolkit

15

What Why Examples Exercises Tips Suggestion

Page 16: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 16

With tuition, attendees receive:

Business Case for Change Management

Template (list price: $89)

3 month subscription to the Prosci

CMROI Calculator (list price: $75)

Page 17: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved. 17

When:Oct 7 2015 AM: Business Case PM: Scorecard

Where: The Hilton, Toronto Airport

How much:

$599 each(or $899 for both)

Details:

Join us for this unique opportunity to build your change management skills with

Prosci’s latest thinking in these special advanced workshops.

Learn more or register:

http://adpro.ca/public-programs/Successful-Change

Page 18: Prosci Advanced Toronto Workshop Oct 7 2015 Business Case

Copyright Prosci 2015. All rights reserved.

Join Tim Creasey, Prosci’s Chief Development Officer, in Toronto

Special Advanced Workshops, “Successful Change Doesn’t Just Happen”

October 7, 2015 at The Hilton, Toronto Airport

Morning:How to Write a Business Case

for Change Management

Afternoon:How to Create Your Change Scorecard

Build your skills with innovative, cutting-

edge, advanced workshops

http://adpro.ca/public-programs/Successful-Change Click to learn more and reserve your seat:

“Superb! Tons of stuff I can take back and start

using from Monday.”

“Inspiring, thought provoking. Dynamic

presenter.”

“Brilliant – insightful, practical. Tools look

very useful.”

Sneak peek: http://www.slideshare.net/TimCreasey/prosci-advanced-toronto-workshop-oct-7-2015-business-case

Sneak peek: http://www.slideshare.net/TimCreasey/prosci-advanced-toronto-workshop-oct-7-2015-scorecard