A Proven Process & Framework to Manage Your Change Project
1. Next Level Group
System, Software & People Based Change Management - Planning and Delivery Framework
– Version 2.3
NLG - Business Change Toolkit – Low Complexity Project
Chg-Pln-V2.3 G:ChangeManagementWorkshops – 2016-2019
2. Next Level Group – Before you proceed. . .
Change Management Planning - Project Timing
Is N.O.W. the right time for this change project?
No conflicting
business
priorities
Organisational
Readiness
Willingness and
Motivation
No conflicting business priorities (all stakeholders)
This is the most important project for the required
resources to be focused on – This is the highest priority
(necessary & valuable) change we can make!
Organisational Readiness
We have the required internal and external capacity
(time) and capability (skills)– We are ready and able to
do this!
Willingness and Motivation
There is clearly defined benefit to motivate all
stakeholders – We want and need to do this!
3. Next Level Group –
Change Management Framework
Guidelines for assessing each element of the framework
The following slides outline the broad elements of our
change management framework
These elements need to be considered at all stages of
the change project (Preparation, Planning, Delivery,
Closure, Review & Continuous Improvement)
Change must be sustained with ongoing monitoring,
review and continuous improvement after closure.
As is relevant to each stage of the project, NLG
recommends the following frames be used to assess
individual utility of each element listed in this broad
framework
Each element should be considered against the
criteria listed on the right
Preparation, Planning,
Delivery & Review Criteria
against Project Elements
Relevance
Importance
Urgency
Completion Status
Preparedness (Capability)
Preparedness (Capacity)
Historical Performance &
Quality
4. Next Level Group –
Change Management Planning Framework
P.L.A.N. to be C.L.E.A.R
Project Sponsors and
Champions
Lists
Actions
Needs
to be
Consult
Listen
Engage
Act
Respond
Project Sponsors and Champions Engaged Early
Lists (See Following Slide – Informs Change Planning)
Actions (Plan and share Milestones and Actions in Gantt Form)
Needs – Define needs for the business, clients, users, team
members & project or program.
to be
Consult all stakeholders early and throughout
Listen to and seek feedback, identify needs and impacts
Engage by providing clear reasons, benefits & plans
Act on feedback and needs promptly throughout
Respond to and encourage enquiries, concerns & compliments
5. Next Level Group –
Change Management Plan –LISTS to develop
(Elements to be used to generate bullet-point lists for early planning stages)
Revisit Vision, Mission,
Values, Purpose, Core
Business
Champion & Sponsor Role
Requirements
Key Benefits and Drivers
Guiding Principles
Project Team Members
Success Criteria
Marketing Messages and
Communications Plan
Current and Future State
Description
Related Projects /
Programs
Solution Requirements,
Options & Migration
Impacts
Change Risks and
Mitigations
Stakeholder Impact
Assessment & Responses
User base readiness
criteria
Governance & Reporting
Requirements
ROI & Costs/Benefits
Quality Measures
Training Requirements
Capacity & Capability,
Maturity & Readiness
Strategies, Tactics &
Actions & Results
Scope, Timing &
Milestones
Future proofing against
future needs & plans
Priorities & Gaps
(Relevance/Importance
/Performance/Timing/
Urgency/Capability/
Capacity)
Sustaining Change Plan -
Requirements
6. Next Level Group –
IT Specific Solution Implementation Framework
R.O.A.D.T.E.S.T.E.R.S
Requirements
Options
Assemble
Develop
Test
Evolve
Secondary Test
Train
Evaluate
Rollout
Sustain
Map Requirements from Current & Future State
Options Matrix and Solution Comparisons
Assemble the beta system with sample legacy data
Develop & Customise including full data migration
Test the system with a small group of mature users
Further evolve system/approach from early adopter lessons
Perform a secondary test – possibly larger user base
Train the full user base in a staged approach if necessary
Evaluate readiness of system, data, people & business
Rollout the solution – Go Live.
Sustain with ongoing review and continuous improvement
7. Next Level Group –
Change Management – (Low Complexity
Change) - Related Checklists & Templates
Change Project
Discovery Template
Change Management
Proposal / Plan
Template
Communications Plan
Template
Training Plan Template
Readiness checklist
Agreed Reporting Items
Broad Project Task List