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MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, Prosci® Certified Change Practitioner Dan Vogt, PMP, CPEHR, CPHIMS, COBIT, LSSGB, Prosci® Certified Change Practitioner

MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

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Page 1: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

MANAGING THROUGH CHANGE

Presented ByDave Houle, COBIT, ITIL, CPP, Prosci® Certified Change Practitioner

Dan Vogt, PMP, CPEHR, CPHIMS, COBIT, LSSGB, Prosci® Certified Change Practitioner

Page 2: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

AGENDA

Introductions

What is Change?

Building a Foundation for Effective Change Management

Wrap-up

Page 3: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

Learning Objectives

Understand why change management is critical to project success

Introduce the ADKAR model

Provide examples of how to begin your change management analysis

Page 4: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

WHAT IS CHANGE?

WHY SHOULD YOU CARE?

WHY IS CHANGE HARD?

Page 5: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

THERE ARE CONSEQUENCES OF NOT MANAGING THE PEOPLE SIDE OF CHANGE

Lower productivityPassive resistanceActive resistance Turnover of valued employeesDisinterest in the current or future stateArguing about the need for changeMore people taking sick days or not showing upChanges not fully implementedPeople finding work-aroundsPeople revert to the old way of doing thingsThe change being totally scrappedDivides are created between ‘us’ and ‘them’

Page 6: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

EXAMPLES OF CHANGE

PROCESSES

SYSTEMS

BEHAVIORS ATTITUDE

LOCATION

TEAMWORK

WORKFLOW

TOOLS

Page 7: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

WHAT DOES CHANGE LOOK LIKE?

Page 8: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

DATA SUPPORTS THE CONNECTIONPERCENT OF STUDY PARTICIPANTS WHO MET OR EXCEEDED OBJECTIVES

Page 9: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

What Is Change Management?

Change management is the application of a structured process and set of tools for leading the people side of change to achieve the desired outcome

Page 10: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

ORGANIZATIONAL CHANGE CAN BE REPRESENTED AS THREE STATES OF CHANGE

How things are done today

How things will be done tomorrow

How to move from current to future

CURRENTSTATE

TRANSITIONSTATE

FUTURESTATE

Page 11: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

SUCCESSFUL CHANGE REQUIRES BOTH THE TECHNICAL AND PEOPLE SIDES

CURRENT TRANSITION FUTURE

TECHNICAL SIDE

PEOPLE SIDE

DESIGNDEVELOPDELIVER

EMBRACEADOPTUSE

Page 12: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

CURRENT TRANSITION FUTURE = BENEFITS

CURRENT TRANSITION FUTURE

Page 13: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

How I do my job today How I will do my job after the change is implemented

CURRENTSTATE

TRANSITIONSTATE

FUTURESTATE

CURRENTSTATE

TRANSITIONSTATE

FUTURESTATE

ORGANIZATION

INDIVIDUAL

Page 14: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

AwarenessA

DesireD

KnowledgeK

AbilityA

Reinforcement®R

ADKAR and “Awareness Desire Knowledge Ability Reinforcement” are a registered trademarks of Prosci, Inc. All rights reserved.

PROSCI ADKAR MODEL

Page 15: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

EFFECTIVE COMMUNICATORS

Page 16: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

CHANGE CHARACTERISTICS ASSESSMENT

Page 17: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

ORGATTRIBUTESASSESSMENT

Page 18: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

PROSCI RISK ASSESSMENT GRID

CHANGE RESISTANT

CHANGE READY

ORGANIZATIONAL ATTRIBUTES

35

35

SMALL,INCREMENTAL

LARGE,DISRUPTIVE

MEDIUMRISK

HIGHRISK

LOWRISK

MEDIUMRISK

CHANGECHARACTERISTICS

Page 19: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

PROJECT NAME PURPOSE PARTICULARS PEOPLE

“ERP Project” – to implement new SIS, FIS, HRIS and calendaring/room and event scheduling systems.

Strategic partner is Campus Management Corp..

Existing systems are at end-of-life and lack functionality.

System gaps impede data accuracy, usability, reliability; IT security and compliance. Business processes are inefficient and paper-driven.

New systems are higher-education designed and driven. Data will be integrated and interfaced to 3rd

party products.

New business processes can leverage forms and work flows; also data query tools.

High impact departments include: Admissions, Academic Affairs, Registrar, FinAid, Business Office, HR, IT.

Lesser impact on the “downstream” users of SIS, FIS, HRIS data. Least impact on faculty and students yet they will gain improved portals, data access, and mobility/BYOD.

CLIENT ERP PROJECT OVERVIEW

Page 20: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

Applied to Your Project

Prosci® PCT™ Model

PROSCI® PROJECT CHANGE TRIANGLE™

Page 21: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

PROSCI® PROJECT CHANGE TRIANGLE™LEADERSHIP/SPONSORSHIP

Page 22: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

PROSCI® PROJECT CHANGE TRIANGLE™PROJECT MANAGEMENT

Page 23: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

PROSCI® PROJECT CHANGE TRIANGLE™CHANGE MANAGEMENT

Page 24: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

PROSCI® PROJECT CHANGE TRIANGLE™

Page 25: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

ANTICIPATED RESISTANCE:• Many strategic initiatives and limited

resources• Human and financial resource

constraints • Some constituents lack A or D and

we need their buy-in• Change Management practices are

new to CLIENT • “We have always done it this way”• “Nothing in it for me”

MITIGATION TACTICS:• Clear communication about ERP

project importance and benefits• Plan, prioritize, address challenges• Identify champions to assist and

build buy-in• Build awareness of CM and ADKAR

and bring it into CLIENT culture • Look to new ways of doing things

that work better• Recognize benefits to others and

the organization

POSSIBLE RESISTANCE AND MITIGATION

Page 26: MANAGING THROUGH Presented By CHANGE · 2019-03-01 · MANAGING THROUGH CHANGE Presented By Dave Houle, COBIT, ITIL, CPP, ... scheduling systems. Strategic partner is Campus Management

CLICK TO EDIT MASTER TEXT STYLES

DAVE HOULESenior [email protected]

DAN VOGTSenior [email protected]

CONTACT US