Tutorial Highlights Integrated Planning Template

8/10/2019 Tutorial Highlights Integrated Planning Template

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Webinar Case Study Part 3

Proscis Integrated Process Improvement Case Studywith change management activities includedLevel 1 and Level pro!ect activities

1" Start#up phase

1.1. Define project objectives and scope with projectsponsor

1.2. Determine high-level timeline and key milestones

1.3. Assess the size and natre of the change - !"

1.#. Assess the organization affected by the change andcondct employee readiness assessments - !"

1.$. Develop a change management strategy - !"

1.%. &repare initial project bdget

1.'. (elect project team

1.). Ac*ire change management resorces - !"

1.+. Assess team competencies in change management - !"

1.1,. (elect otside consltants if re*ired

1.11. !ondct team bilding and train project team

1.12. rain the change management team - !"

1.13. dentify senior stakeholders and members of projectsteering committee

1.1#. dentify necessary project sponsors - !"

1.1$. Assess sponsor positions and competencies - !"

Prosci 2006. www.change-management.com 1


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1.1%. Develop the sponsor model and prepare sponsors tomanage the change - !"

1.1'. Define commnication protocols within project team

" Planning phase

2.1. &repare draft of project plan

2.2. Develop commnications plan - !"

2.3. Develop sponsorship roadmap - !"

2.#. Develop coaching plan - !"

2.$. Develop resistance management plans - !"

2.%. /eview project plan and change management plans withprimary sponsor

2.'. 0inalize project plan

2.). mplement commnications plan - !"

2.+. mplement sponsorship roadmap - !"

2.1,. (chedle first steering committee meeting

2.11. &repare eective-level presentation of project plan tosteering committee

2.12. /eview presentation with primary project sponsor

2.13. &resent project plan to steering committee for approval

3" $esearch and data gathering phase3.1. mplement commnications plan for this phase !"

3.2. mplement sponsorship roadmap for this phase - !"

3.3. Define research and data gathering re*irements



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3.#. Assign research responsibilities to project team

3.$. !ondct crrent state A(-(4 process analysis 5highlevel only6

3.%. !ondct employee focs grops and managerinterviews

3.'. !ondct cstomer focs grops and srveys

3.). 7enchmark competitors and similar non-competitors

3.+. &repare research and data gathering reports

3.1,. &repare eective-level presentation for steeringcommittee

3.11. /eview presentation with primary project sponsor

3.12. &resent research and data gathering report to steeringcommittee

%" Solution design phase

#.1. mplement commnications plan for this phase !"

#.2. mplement sponsorship roadmap for this phase - !"

#.3. !ondct a detailed review of all research findings withproject team

#.#. Define the giding principles and concepts for theftre state

#.$. Develop the ftre state 8-794 bsiness processesand workflows 5:evel 1 and :evel 26

#.%. !reate a fnctional needs docment for systems andtechnology

#.'. !reate technology re*irements docment for or forse in /0&;s 5re*est for proposals6



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#.). Define re*ired organization changes

#.+. Define new job roles and responsibilities

#.1,. &repare a draft of the soltion design docment

#.11. /eview the soltion design with the primary projectsponsor

#.12. 0inalize soltion design docment

#.13. &repare an eective-level presentation for the steeringcommittee

#.1#. &resent the soltion to the steering committee

&" 'usiness case and gap analysis phase

$.1. mplement commnications plan for this phase !"

$.2. mplement sponsorship roadmap for this phase - !"

$.3. !ondct a gap analysis between the A(-(4 processesand 8-794 processes

$.#. Determine estimated cost savings and revene growthfrom new soltion

$.$. Ac*ire bids and develop estimates for systems andtechnology

$.%. 9stimate all implementation costs for projectdeployment

$.'. &repare a bsiness case for the new design

$.). !ompare bsiness case reslts with initial projectobjectives to ensre alignment

$.+. /eview the financial calclations with acconting orfinance grop



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$.1,. /eview the bsiness case reslts and financialassmptions with the primary project sponsor

$.11. (end the bsiness case docment to all steeringcommittee members for review

$.12. &repare an eective-level presentation of the bsinesscase

$.13. &resent the final bsiness case to the steeringcommittee for fnding approval

(" Solution development phase

%.1. !omplete all process designs and work flows 5:evel 1 -:evel 36

%.2. mplement coaching plans - !"

%.3. Develop or prchase re*ired systems and technology

%.#. !ondct trials of each soltion component

%.$. !ollect feedback from trial sers and integrate into thedesign

%.%. !reate detailed job descriptions

%.'. /eview job descriptions with


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%.1#. &repare eective-level presentation of transition plan

%.1$. &resent transition plan to steering committee forapproval

)" Solution implementation phase

'.1. Develop an isse tracking and control process

'.2. rain employees on new processes= systems and tools

'.3. 7egin phased implementation of soltion

'.#. !ollect employee and manager feedback on the soltion

'.$. >ather employee feedback on the change process - !"

'.%. Adit compliance with new processes= systems androles - !"

'.'. Analyze change management effectiveness - !"

'.). dentify root cases and pockets of resistance - !"

'.+. Develop corrective action plans - !"

'.1,. 9nable sponsors and coaches to manage resistance -!"

'.11. mplement corrective action - !"

'.12. "odify the soltion design and transition plans basedon feedback

'.13. rack and resolve isses dring implementation

'.1#. &repare implementation progress report for steeringcommittee

'.1$. "easre process and system performance

'.1%. !elebrate early sccesses - !"



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'.1'. "easre bsiness otcomes and compare with projectobjectives

'.1). "ake adjstments to the implementation to achievedesire bsiness reslts

'.1+. &repare eective-level presentation of process= systemand bsiness reslts

'.2,. &resent final bsiness reslts to steering committee

'.21. !ondct after-action review - !"

'.22. 7egin phased process of dissolving the project team

'.23. rn over control of new process and systems to linemanagers


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Tutorial Highlights Integrated Planning Template