This document summarizes a change management workshop presented by Heller Consulting on managing technology project changes. It discusses defining change management and the ADKAR model for change. It also outlines best practices for the pre-project, project, and post-project phases, including building awareness, communicating the need for change, and ensuring stakeholders understand how the change benefits them. A case study on a University of Wisconsin project is also highlighted. The workshop aims to provide strategies for planning and implementing changes to ensure project success.

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Change Workshop:
Managing Change
to Ensure a Technology
Project’s Success
March 23, 2016

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Presenters
Sandi Reinardy
Managing Director of Gift
& Constituent Records
University of Wisconsin
Foundation
Smita
Vadakekalam
VP of Services Heller
Consulting

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About Heller Consulting
Experience Places People Focus
19 Years
1,000+ Clients
2,000+ Projects
San Francisco
Chicago
New York
Boston
Austin
40 People:
Smart
Skilled
Committed
Serve solely
nonprofits
All consultants
have worked in
nonprofits

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Engagement Strategy
• Marketing Automation
• Taking Engagement Seriously
• CMS Platforms: A Guide for
Nonprofits
CRM
• State of CRM Whitepaper
• Making Your CRM Aspiration a
Reality
• CRMready Workshop
• Engaging Constituents: Your
Strategies and CRM
• Business Intelligence Tools
Review
• Integrated Suites Review
Salesforce
• Fundraising App Review Paper
• NGO Connect: Maximizing its
Potential
• NGO Connect & NPSP:
Choosing the Right Solution for
You
• Advancement Connect:
Advancement Solution for Higher
Education
More Resources: TeamHeller.com/resources/

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What we would like to cover today:
• Purpose of change management
• Best practices and strategies for before, during & after a project
• Case study: University of Wisconsin

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What is Change Management?

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Poll: What Changes are You Facing?
• Project Size:
– Minor system, limited scope
– Major system
– Multiple system overhaul
• Phase:
– Thinking that things need to
change
– In the messy middle
– Live and living in a whole
new world

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A simple definition
Change management:
The process, tools and techniques to manage the
people side of change in order to achieve the
required business results.

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Quick History

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ADKAR model from PROSCI

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Pre-Project
• Build awareness for change
• Build desire for change
• Build knowledge for change

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Run it like a Campaign

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Communicate the Threat of Not Changing

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WIIFM?

15. FEEDING AMERICA / 14 /
End State: Spring 2017
BI
Tool
Campaign
Management
Donor
Managem
ent
System
Online
managem
ent
system
System
B
replaces
System
A
and
provides
central,
CRM
for
ac>ve
cons>tuent
management
System
C
con>nues
to
process
online
transac>ons,
send
email
and
serve
.org
site
ECRM
Member
s
Supply
Chain
/
Service
Desk
BI/warehouse
are
deployed
to
manage
DM
campaigns
No
changes
will
be
made
to
the
supply
chain
service
desk
instance
of
X
or
to
those
member
organiza>ons
on
Blackbaud
ECRM
as
an
outcome
of
this
project.
Lockbox
/Caging
Vendor
G/L

16. For the complete slide deck and resources from our
sessions at NTC in 2016, please visit
TeamHeller.com/16ntc-slides/

17. 510-841-4222 TeamHeller.com510-841-4222 TeamHeller.com
#16NTCplan4change