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A Proven Process & Framework to Manage Your Change Project
The document outlines frameworks and guidelines for planning and managing organizational change projects. It discusses assessing whether the timing is right for a change project and ensuring key criteria are met. It presents the P.L.A.N. to be C.L.E.A.R framework for change management planning, focusing on engaging stakeholders, communicating benefits, and responding to feedback. Lists of elements to consider for each stage of the project lifecycle are provided. An I.T. solution implementation framework of R.O.A.D.T.E.S.T.E.R.S is also summarized, along with related templates and checklists to support planning and delivery.
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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