The Change Practitioner's Toolkit: Tools, Techniques, Traps, & Takeaways

Trish Uhl, PMP, CPLP
Trish Uhl, PMP, CPLPSenior Consultant, Data Science & People Analytics Projects
Session	
  #	
  W316	
  
  The	
  Future	
  of	
  Learning	
  &	
  Performance	
  
  Learning	
  Trends	
  
  The	
  Change	
  Practitioner’s	
  Toolkit	
  
  Orienting	
  Yourself	
  
  Case	
  Study:	
  Applying	
  the	
  Change	
  
   Management	
  Toolkit	
  
  Resources	
  
  Identify	
  common	
  change	
  management	
  tasks	
  
   for	
  learning	
  initiatives.	
  	
  
  Implement	
  simple	
  tools	
  for	
  creating	
  
   deliverables.	
  	
  
  Integrate	
  change	
  management	
  tasks	
  with	
  
   training	
  tasks	
  to	
  create	
  an	
  overall	
  transition	
  
   strategy.	
  
  Describe	
  a	
  situation	
  where	
  you	
  provided	
  a	
  
  solution	
  that	
  had	
  unanticipated	
  impacts	
  on	
  
  another	
  area	
  of	
  the	
  organization.	
  
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
The	
  New	
  Normal	
  


                  “It’s a VUCA world!
   Volatility, Uncertainty, Complexity, Ambiguity.”

      – Bob Johansen, Institute for the Future
    Complexity:	
  Situations	
  that	
  are	
  difficult	
  to	
  
     understand,	
  have	
  considerable	
  ambiguity	
  and	
  
     uncertainty,	
  and	
  often	
  have	
  no	
  “solutions,”	
  only	
  
     options	
  and	
  tradeoffs	
  

    Chaos:	
  Seemingly	
  random	
  events	
  that	
  have	
  an	
  
     underlying	
  pattern	
  (which	
  is	
  difficult	
  to	
  discern)	
  

    Change:	
  Turbulent	
  environments	
  in	
  which	
  the	
  
     future	
  is	
  difficult	
  to	
  predict	
  or	
  control	
  
“A learning organization is a group of people who
are continually enhancing their capabilities to
create what they want to create.”

                 – Peter Senge
    The	
  Mission	
  Statement	
  of	
  the	
  American	
  Society	
  for	
  
     Training	
  &	
  Development	
  (ASTD)	
  is:	
  

     Through	
  exceptional	
  learning	
  &	
  performance,	
  	
  
         we	
  create	
  a	
  world	
  that	
  works	
  better.	
  
OD	
  Consultant	
  
    	
  Every	
  WLP’s	
  ultimate	
  aim	
  is	
  to	
     Knowledge	
  Librarian	
  
      improve	
  human	
  performance.	
                     Career	
  Coach	
  
                                                             Learning	
  Strategist	
  
    Focus	
  ranges	
  from	
  individuals	
                Instructional	
  Designer	
  
      to	
  whole	
  organizations	
                         Talent	
  Manager	
  

    Tools	
  vary	
  from	
  assessment,	
  to	
  
      training,	
  to	
  coaching	
  and	
  
      beyond	
  	
  
    Three	
  key	
  areas	
  
                                   ROLES




                                 AREAS OF
                                 EXPERTISE



                    FOUNDATIONAL COMPETENCIES
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
Learning	
  &	
  Performance	
  Professionals	
  


 “What we're saying today is that you're either part
   of the solution or you're part of the problem.”

                 - Eldridge Cleaver
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
Who?
•  ASTD & Pennsylvania State
                                                   Strong trends:
   University
What?
•  Conducted qualitative and
   quantitative research to assess
   the model’s continuing
   applicability.
Data Collection Methods
•  In-depth literature review
•  Survey
•  Interviews w/ practitioners and
   thought leaders
Outcomes
•  Competencies and areas of
   expertise outlined in the ASTD
   Competency Model remain highly
   relevant today.             “Keeping it Real,” T+D | AUGUST 2008
47%
of the workforce in 2014 will be


  Millennials
        born between 1977 - 1997
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
•    Minimize	
  and/or	
  accelerate	
  through	
  the	
  Produc4vity	
  /	
  
         Performance	
  Dip	
  
    •    Provide	
  employees	
  with	
  the	
  awareness,	
  knowledge	
  and	
  skills	
  
         to	
  be	
  ready,	
  willing,	
  and	
  able	
  to	
  perform	
  their	
  job	
  du4es	
  
    •    Engage	
  the	
  business	
  in	
  their	
  prepara4on	
  for	
  a	
  readiness	
  state	
  
                                              Change Event
Business Performance



                  Productivity / Performance Dip
What	
  will	
  it	
  mean	
  
                                                        for	
  me?	
  
I	
  didn’t	
  know	
  about	
  …?	
  
                                                                   Do	
  I	
  have	
  to	
  use	
  
                                                                    this	
  new	
  tool	
  /	
  
                                 How	
  do	
  I	
  get	
                 process?	
  
                                   ready?	
  

  Why	
  are	
  they	
                         What’s	
  the	
  
doing	
  this	
  to	
  me?	
                business	
  value	
  to	
  
                                                  me?	
  

                                                                Did	
  they	
  tell	
  
      Does	
  this	
  work	
  for	
                          anyone	
  about	
  this	
  
      my	
  department?	
  	
                                 before	
  doing	
  it?	
  

                                                                                                 20	
  
Poten4al	
  Differen4ator	
  



Change	
  Management	
  in	
  Learning	
  Projects	
  can:	
  
  Drive	
  Learner	
  sa4sfac4on	
  
  Increase	
  2	
  way	
  dialogue:	
  Training	
  <-­‐>	
  Business	
  
  Improve	
  Learning’s	
  relevance	
  
  Drive	
  earlier	
  awareness	
  and	
  buy-­‐in	
  
  Increase	
  ROI	
  on	
  Learning	
  investment	
  
                                                                            21	
  
Change Management:
                                             Shared Need
                                             Shaping Vision
                                             Mobilizing Commitment




Activities:
  Document Stakeholders and Functions
  Determine engagement strategies
  Monitor Alignment
  Mitigate Misalignment by Intervention
  Who	
  is	
  involved?	
  
     Learning	
  /	
  Training	
  Lead,	
  Change	
  Management	
  Lead	
  (as	
  required)	
  
  What	
  is	
  it	
  and	
  why	
  are	
  we	
  doing	
  it?	
  
     Stakeholder	
  management	
  is	
  a	
  process	
  to	
  manage	
  the	
  people	
  within	
  
      the	
  affected	
  business	
  to	
  ensure	
  they	
  are	
  aware	
  and	
  support	
  the	
  
      learning	
  initiatives.	
  	
  
  How	
  will	
  the	
  activity	
  be	
  conducted?	
  
     The	
  Learning/	
  Training	
  lead	
  facilitates	
  communication	
  with	
  the	
  
      identified	
  key	
  stakeholders	
  and	
  stakeholder	
  groups;	
  delivered	
  through	
  
      meetings,	
  interviews,	
  presentations,	
  e-­‐mails,	
  etc.	
  
  When	
  will	
  the	
  activity	
  be	
  conducted?	
  
     The	
  project	
  specific	
  stakeholder	
  management	
  program	
  immediately	
  
      follows	
  the	
  formal	
  scoping	
  and	
  kickoff	
  of	
  a	
  learning	
  project.	
  
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
Change Management:
                                                  Shaping Vision
                                                  Mobilizing Commitment




Activities:
  Document & Execute Communications
Plan
  Determine Communications Channels
  Create Customized Content
  Deliver Communications per plan
  Facilitate Communications review lifecycle
  Who	
  is	
  involved?	
  
     Learning	
  /	
  Training	
  Lead,	
  Communications	
  Lead	
  (as	
  required)	
  
  What	
  is	
  it	
  and	
  why	
  are	
  we	
  doing	
  it?	
  
     Project	
  communications	
  are	
  developed	
  to	
  focus	
  on	
  the	
  activities	
  
      leading	
  up	
  to	
  go-­‐live	
  to	
  ensure	
  employees	
  are	
  informed	
  and	
  prepared.	
  	
  
  How	
  will	
  the	
  activity	
  be	
  conducted?	
  
     Communications	
  are	
  delivered	
  via	
  e-­‐mail,	
  newsletters,	
  Intranet,	
  
      employee	
  meetings,	
  podcasts,	
  tweets,	
  posters,	
  meetings	
  with	
  
      managers,	
  and	
  other	
  methods	
  as	
  appropriate	
  and	
  funded.	
  
  When	
  will	
  the	
  activity	
  be	
  conducted?	
  
     Project	
  communications	
  vary	
  per	
  the	
  project	
  timeline	
  depending	
  on	
  
      size	
  and	
  scale	
  of	
  the	
  project	
  and	
  upon	
  completion	
  of	
  stakeholder	
  
      analysis	
  and	
  definition	
  of	
  project	
  scope.	
  
Change Management:
  Mobilizing Commitment
  Making Change Last
  Monitoring Progress & Learning

Activities:
  Training Needs Analysis
  Training Strategy & Schedule
  Content have, build or buy
  Conduct Training
  Measure Effectiveness
  Who	
  is	
  involved?	
  
     Training	
  Lead,	
  Instructional	
  Designer	
  /	
  Facilitator	
  (as	
  required)	
  
  What	
  is	
  it	
  and	
  why	
  are	
  we	
  doing	
  it?	
  
     A	
  variety	
  of	
  learning	
  methods	
  are	
  utilized;	
  web-­‐based	
  training,	
  
      distance	
  learning,	
  knowledge	
  transfer,	
  scheduled	
  practice	
  sessions.	
  
     An	
  appropriate	
  level	
  of	
  training	
  investment	
  to	
  be	
  made	
  as	
  required.	
  	
  
  How	
  will	
  the	
  activity	
  be	
  conducted?	
  
     Through	
  instructor	
  led	
  courses,	
  knowledge	
  transfer	
  sessions,	
  lunch	
  
      and	
  learns	
  and	
  web-­‐based	
  training.	
  
  When	
  will	
  the	
  activity	
  be	
  conducted?	
  
     As	
  needed,	
  per	
  defined	
  deployment	
  plan.	
  
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
The Change Practitioner's Toolkit:  Tools, Techniques, Traps, & Takeaways
•  Workshops	
  &	
  consulting	
  for	
  people	
  who	
  
Accidental	
  Project	
          have	
  to	
  manage	
  projects.	
  
    Manager	
                 •  www.accidentalprojectmanager.com	
  	
  

                              •  Certified	
  Professional	
  in	
  Learning	
  &	
  
    CPLP	
  Coach	
              Performance	
  (CPLP)	
  study	
  prep	
  materials.	
  
                              •  www.cplpcoach.com	
  	
  

                              •  Resources	
  for	
  people	
  and	
  organizations	
  
                                 requiring	
  organizational	
  change	
  
      Change	
                   management	
  and	
  business	
  readiness	
  
Practitioner	
  Toolkit	
        assistance.	
  
                              •  www.changepractitionertoolkit.com	
  	
  
Speaker	
  Bio	
  
                                                                   trishuhl@owls-ledge.com

          ~	
  Trish	
  Uhl,	
  PMP,	
  CPLP	
  
             CEO	
  &	
  founder	
  –	
  Owl’s	
  Ledge	
  LLC	
  	
  
             2005	
  CPLP®	
  Pilot	
  Pioneer	
  
             2009	
  Training	
  Magazine	
  Top	
  Young	
  Trainer	
  of	
  
              the	
  Year	
  award	
  recipient	
  
             2010/2011	
  ASTD	
  International	
  Conference	
  &	
  
              Exposition	
  (ASTD	
  ICE)	
  presenter	
  
             Contributing	
  Author	
  
              ▪  ASTD	
  Press,	
  “10	
  Steps	
  to	
  Successful	
  
                 Teams”	
  
              ▪  Pfeiffer,	
  “Fortify	
  Your	
  Sales	
  Force:	
  
                 Leading	
  &	
  Training	
  Exceptional	
  Teams”	
  
             2011	
  Chicagoland	
  ASTD	
  (CCASTD)	
  President	
  
Download	
  Tools	
  &	
  Templates:	
  
www.changepractitionertoolkit.com	
  	
  	
  

    Based on the Hangers Emporium Case Study
  “Keeping	
  it	
  Real,”	
  T+D	
  |	
  AUGUST	
  2008	
  
  “Learning	
  Gets	
  Social,”	
  T+D	
  |	
  AUGUST	
  2009	
  
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The Change Practitioner's Toolkit: Tools, Techniques, Traps, & Takeaways

  • 2.   The  Future  of  Learning  &  Performance     Learning  Trends     The  Change  Practitioner’s  Toolkit     Orienting  Yourself     Case  Study:  Applying  the  Change   Management  Toolkit     Resources  
  • 3.   Identify  common  change  management  tasks   for  learning  initiatives.       Implement  simple  tools  for  creating   deliverables.       Integrate  change  management  tasks  with   training  tasks  to  create  an  overall  transition   strategy.  
  • 4.   Describe  a  situation  where  you  provided  a   solution  that  had  unanticipated  impacts  on   another  area  of  the  organization.  
  • 6. The  New  Normal   “It’s a VUCA world! Volatility, Uncertainty, Complexity, Ambiguity.” – Bob Johansen, Institute for the Future
  • 7.   Complexity:  Situations  that  are  difficult  to   understand,  have  considerable  ambiguity  and   uncertainty,  and  often  have  no  “solutions,”  only   options  and  tradeoffs     Chaos:  Seemingly  random  events  that  have  an   underlying  pattern  (which  is  difficult  to  discern)     Change:  Turbulent  environments  in  which  the   future  is  difficult  to  predict  or  control  
  • 8. “A learning organization is a group of people who are continually enhancing their capabilities to create what they want to create.” – Peter Senge
  • 9.   The  Mission  Statement  of  the  American  Society  for   Training  &  Development  (ASTD)  is:   Through  exceptional  learning  &  performance,     we  create  a  world  that  works  better.  
  • 10. OD  Consultant      Every  WLP’s  ultimate  aim  is  to   Knowledge  Librarian   improve  human  performance.   Career  Coach   Learning  Strategist     Focus  ranges  from  individuals   Instructional  Designer   to  whole  organizations   Talent  Manager     Tools  vary  from  assessment,  to   training,  to  coaching  and   beyond    
  • 11.   Three  key  areas   ROLES AREAS OF EXPERTISE FOUNDATIONAL COMPETENCIES
  • 14. Learning  &  Performance  Professionals   “What we're saying today is that you're either part of the solution or you're part of the problem.” - Eldridge Cleaver
  • 16. Who? •  ASTD & Pennsylvania State Strong trends: University What? •  Conducted qualitative and quantitative research to assess the model’s continuing applicability. Data Collection Methods •  In-depth literature review •  Survey •  Interviews w/ practitioners and thought leaders Outcomes •  Competencies and areas of expertise outlined in the ASTD Competency Model remain highly relevant today. “Keeping it Real,” T+D | AUGUST 2008
  • 17. 47% of the workforce in 2014 will be Millennials born between 1977 - 1997
  • 19. •  Minimize  and/or  accelerate  through  the  Produc4vity  /   Performance  Dip   •  Provide  employees  with  the  awareness,  knowledge  and  skills   to  be  ready,  willing,  and  able  to  perform  their  job  du4es   •  Engage  the  business  in  their  prepara4on  for  a  readiness  state   Change Event Business Performance Productivity / Performance Dip
  • 20. What  will  it  mean   for  me?   I  didn’t  know  about  …?   Do  I  have  to  use   this  new  tool  /   How  do  I  get   process?   ready?   Why  are  they   What’s  the   doing  this  to  me?   business  value  to   me?   Did  they  tell   Does  this  work  for   anyone  about  this   my  department?     before  doing  it?   20  
  • 21. Poten4al  Differen4ator   Change  Management  in  Learning  Projects  can:     Drive  Learner  sa4sfac4on     Increase  2  way  dialogue:  Training  <-­‐>  Business     Improve  Learning’s  relevance     Drive  earlier  awareness  and  buy-­‐in     Increase  ROI  on  Learning  investment   21  
  • 22. Change Management:   Shared Need   Shaping Vision   Mobilizing Commitment Activities:   Document Stakeholders and Functions   Determine engagement strategies   Monitor Alignment   Mitigate Misalignment by Intervention
  • 23.   Who  is  involved?     Learning  /  Training  Lead,  Change  Management  Lead  (as  required)     What  is  it  and  why  are  we  doing  it?     Stakeholder  management  is  a  process  to  manage  the  people  within   the  affected  business  to  ensure  they  are  aware  and  support  the   learning  initiatives.       How  will  the  activity  be  conducted?     The  Learning/  Training  lead  facilitates  communication  with  the   identified  key  stakeholders  and  stakeholder  groups;  delivered  through   meetings,  interviews,  presentations,  e-­‐mails,  etc.     When  will  the  activity  be  conducted?     The  project  specific  stakeholder  management  program  immediately   follows  the  formal  scoping  and  kickoff  of  a  learning  project.  
  • 25. Change Management:   Shaping Vision   Mobilizing Commitment Activities:   Document & Execute Communications Plan   Determine Communications Channels   Create Customized Content   Deliver Communications per plan   Facilitate Communications review lifecycle
  • 26.   Who  is  involved?     Learning  /  Training  Lead,  Communications  Lead  (as  required)     What  is  it  and  why  are  we  doing  it?     Project  communications  are  developed  to  focus  on  the  activities   leading  up  to  go-­‐live  to  ensure  employees  are  informed  and  prepared.       How  will  the  activity  be  conducted?     Communications  are  delivered  via  e-­‐mail,  newsletters,  Intranet,   employee  meetings,  podcasts,  tweets,  posters,  meetings  with   managers,  and  other  methods  as  appropriate  and  funded.     When  will  the  activity  be  conducted?     Project  communications  vary  per  the  project  timeline  depending  on   size  and  scale  of  the  project  and  upon  completion  of  stakeholder   analysis  and  definition  of  project  scope.  
  • 27. Change Management:   Mobilizing Commitment   Making Change Last   Monitoring Progress & Learning Activities:   Training Needs Analysis   Training Strategy & Schedule   Content have, build or buy   Conduct Training   Measure Effectiveness
  • 28.   Who  is  involved?     Training  Lead,  Instructional  Designer  /  Facilitator  (as  required)     What  is  it  and  why  are  we  doing  it?     A  variety  of  learning  methods  are  utilized;  web-­‐based  training,   distance  learning,  knowledge  transfer,  scheduled  practice  sessions.     An  appropriate  level  of  training  investment  to  be  made  as  required.       How  will  the  activity  be  conducted?     Through  instructor  led  courses,  knowledge  transfer  sessions,  lunch   and  learns  and  web-­‐based  training.     When  will  the  activity  be  conducted?     As  needed,  per  defined  deployment  plan.  
  • 32. •  Workshops  &  consulting  for  people  who   Accidental  Project   have  to  manage  projects.   Manager   •  www.accidentalprojectmanager.com     •  Certified  Professional  in  Learning  &   CPLP  Coach   Performance  (CPLP)  study  prep  materials.   •  www.cplpcoach.com     •  Resources  for  people  and  organizations   requiring  organizational  change   Change   management  and  business  readiness   Practitioner  Toolkit   assistance.   •  www.changepractitionertoolkit.com    
  • 33. Speaker  Bio   trishuhl@owls-ledge.com   ~  Trish  Uhl,  PMP,  CPLP     CEO  &  founder  –  Owl’s  Ledge  LLC       2005  CPLP®  Pilot  Pioneer     2009  Training  Magazine  Top  Young  Trainer  of   the  Year  award  recipient     2010/2011  ASTD  International  Conference  &   Exposition  (ASTD  ICE)  presenter     Contributing  Author   ▪  ASTD  Press,  “10  Steps  to  Successful   Teams”   ▪  Pfeiffer,  “Fortify  Your  Sales  Force:   Leading  &  Training  Exceptional  Teams”     2011  Chicagoland  ASTD  (CCASTD)  President  
  • 34. Download  Tools  &  Templates:   www.changepractitionertoolkit.com       Based on the Hangers Emporium Case Study
  • 35.   “Keeping  it  Real,”  T+D  |  AUGUST  2008     “Learning  Gets  Social,”  T+D  |  AUGUST  2009