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Copyright Prosci 2015. All rights reserved.1
Prosci Change Management
How to Build Your Change Scorecard
Workshop Sneak Peek
www.prosci.com | 970-203-9332
Prosci
®
Research | Methodology | Training | Advisory Services tcreasey@prosci.com @timcreasey
www.linkedin.com/in/timcreasey/
ACMP Pre-Conference Workshop
1PM-4PM | April 12, 2015
Register at acmpglobal.org
Copyright Prosci 2015. All rights reserved.
Intent:
Equip you to use the
Prosci Change Scorecard
to drive more successful
change outcomes
2
1PM-4PM
April 12, 2015
Copyright Prosci 2015. All rights reserved.
Prosci’s Change Scorecard is:
3
New and
innovative
Discipline
advancing
Derived from
research
Being published in a
leading OD textbook
later this year
Connecting business
outcomes to
individual changes
“Transformational for my organization”
Copyright Prosci 2015. All rights reserved.
Scorecarding our Scorecard Workshop
4
Why
Alignment 
Credibility 
Engagement 
How
Research Foundation 
Activity-Outcome 
Connections 
What
Meeting 
Tracking 
Measuring 
Copyright Prosci 2015. All rights reserved.5
Change
Scorecard
Foundation
Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
Copyright Prosci 2015. All rights reserved.6
Copyright Prosci 2015. All rights reserved.7
Copyright Prosci 2015. All rights reserved.
Prosci Change Measurement Framework
Three Levels x Three Timeframes
8
Project
Performance
Change Mgmt
Activities
Individual
Transitions
Early Mid Late
Organizational
Performance
Change Mgmt
Performance
Individual
Performance
How much value did the project
generate (benefit realization)?
How effectively did impacted
employees bring the change to
life in their work?
How well did we “do”
change management?
Copyright Prosci 2015. All rights reserved.
Organizational
Performance
Change Mgmt
Performance
Individual
Performance
Organizational
Performance
Org Readiness
and Change
Requisites
Progress
to Plan
Results
and
Outcomes
Change Mgmt
Performance
Preparing:
Strategy and
Plans
Managing:
Implementation
Activities
Reinforcing:
Sustaining
Activities
Individual
Performance
Individual
Readiness
Engagement,
Participation,
and Adoption
Usage and
Performance
9
Early Mid Late
Prosci Change Scorecard
Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
Copyright Prosci 2015. All rights reserved.10
If you don't
know where
you are going,
you might
wind up
someplace else.
Yogi Berra
Copyright Prosci 2015. All rights reserved.11
Change
Scorecard
Connections
Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
Copyright Prosci 2015. All rights reserved.
Individual
Performance
Individual
Readiness
Engagement,
Participation,
and Adoption
Usage and
Performance
Change Mgmt
Performance
Preparing:
Strategy and
Plans
Managing:
Implementation
Activities
Reinforcing:
Sustaining
Activities
Organizational
Performance
Org Readiness
and Change
Requisites
Progress
to Plan
Results
and
Outcomes
12
CMROI:
The portion of expected
project benefits that
depends on employee
adoption and usage
Showing dependency of
organizational and project
“results and outcomes” on
individual transitions is the
core of CMROI
Copyright Prosci 2015. All rights reserved.
The achievements
of an organization
are the results of
the combined
effort of each
individual.
Vince Lombardi
13
Copyright Prosci 2015. All rights reserved.
Individual
Performance
Individual
Readiness
Engagement,
Participation,
and Adoption
Usage and
Performance
Change Mgmt
Performance
Preparing:
Strategy and
Plans
Managing:
Implementation
Activities
Reinforcing:
Sustaining
Activities
Organizational
Performance
Org Readiness
and Change
Requisites
Progress
to Plan
Results
and
Outcomes
14
A D K A R
Mapping
ADKAR®
to Individual
Performance
How one person makes a change
What we can do to support and empower
those individual changes
Copyright Prosci 2015. All rights reserved.15
Your
Change
Scorecard
Build
Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
Copyright Prosci 2015. All rights reserved.16
Change Mgmt
Performance
Preparing:
Strategy and
Plans
Managing:
Implementation
Activities
Reinforcing:
Sustaining
Activities
Organizational
Performance
Org Readiness
and Change
Requisites
Progress
to Plan
Results
and
Outcomes
Individual
Performance
Individual
Readiness
Engagement,
Participation,
and Adoption
Usage and
Performance
Prosci Change Scorecard
Copyright Prosci 2015. All rights reserved.
Copyright © 2015 Prosci Inc. All rights reserved.
portal.prosci.com
www.prosci.com
blog.prosci.com
+1 970-203-9332
How to Build Your Change Scorecard
Early Mid Late
Organizational
Performance
Organization Readiness and Change Requisites. Progress to Plan. Results and Outcomes.
Organization Readiness.
__ Definition of benefits and objectives.
__ Adoption and usage dependency.
Capacity
__ Evaluation of capacity
Change Requisites:
__ Charter
__ Scope
__ Strategy alignment
__ Team
__ Resources
__ Plan
__ Overall progress to plan
__ Schedule adherence
__ Budget adherence
__ Milestone adherence
__ Deliverable adherence.
__ KPI Performance
__ Organizational benefits achieved
__ Unit of measure
__ Performance
__ Project objectives achieved
__ Unit of measure
__ Performance
__ Sustained results
Individual
Performance
Individual Readiness. Engagement, Participation, and Adoption. Usage and Performance
__ Impacted group inventoried
__ “To adopt and use” defined
__ Aspects of job impacted identified.
__ Understanding and Commitment.
__ Awareness. level
__ Desire level
__ Engagement level measured
__ Unit of measure
__ Participation level measured
__ Unit of measure
__ Adoption level measured
__ Unit of measure
__ Knowledge level
__ Ability level
__ Usage measured
__ Unit of measure
__ Performance measured
__ Unit of measure
__ Compliance measured
__ Unit of measure
__ Sustainment measured
__ Unit of measure
__ Reinforcement level
Change
Management
Performance
Preparing: Strategy and Plans Managing: Implementation Activities Reinforcing: Sustaining Activities.
__ Use of structured approach
__ Use of dedicated resources
__ Integration with project plan
__ CM strategy developed
__ Scaled and customized
__ CM plans developed
__ Communications plan
__ Sponsor roadmap
__ Coaching plan
__ Training plan
__ Resistance mgmt plan
__ CM plan execution
__ Communications plan
__ Sponsor roadmap
__ Coaching plan
__ Training plan
__ Resistance mgmt plan
__ Impact on individual
transitions tracked
__ Alignment with best practices evaluated
__ Evaluation of activity effectiveness
__ Compliance audits
__ Feedback mechanisms
__ Rewards and recognition
__ Sustainment activities
Attendees receive
exclusive access
to Prosci’s new
Change Scorecard
Portal Resources
Copyright Prosci 2015. All rights reserved.17
Copyright Prosci 2015. All rights reserved.
Organizational
Performance
Org Readiness
and Change
Requisites
Progress
to Plan
Results
and
Outcomes
Cell-By-Cell Overview
18
Change Mgmt
Performance
Preparing:
Strategy and
Plans
Managing:
Implementation
Activities
Reinforcing:
Sustaining
Activities
Individual
Performance
Individual
Readiness
Engagement,
Participation,
and Adoption
Usage and
Performance
Org Readiness and
Change Requisites
 Objectives set
 Capacity evaluated
 Requisites in place
__ Charter
__ Scope
__ Strategy alignment
__ Team
__ Resources
__ Plan
__ PCT Health
Organizational Performance
Copyright Prosci 2015. All rights reserved.
Tracking Progress on
Scorecard Definition
19
Do we know what we are going to measure?
Copyright Prosci 2015. All rights reserved.
Measuring
20
It depends!
ADKAR Dashboard
Organizational
Performance
Org Readiness
and Change
Requisites
Progress
to Plan
Results
and
Outcomes
Change Mgmt
Performance
Preparing:
Strategy and
Plans
Managing:
Implementation
Activities
Reinforcing:
Sustaining
Activities
Individual
Performance
Individual
Readiness
Engagement,
Participation,
and Adoption
Usage and
Performance
eBest
Practice
Audit
Copyright Prosci 2015. All rights reserved.
Completion
21
Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
Copyright Prosci 2015. All rights reserved.
Interested?
Ready to learn more?
22
We hope you can join us
ACMP Pre-Conference Workshop
Sunday, April 12, 2015
1PM – 4PM
Learn more at:
http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
Register at:
https://acmpglobal.site-ym.com/page/2015_Preconference/

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ACMP Workshop Sneak Peek

  • 1. Copyright Prosci 2015. All rights reserved.1 Prosci Change Management How to Build Your Change Scorecard Workshop Sneak Peek www.prosci.com | 970-203-9332 Prosci ® Research | Methodology | Training | Advisory Services tcreasey@prosci.com @timcreasey www.linkedin.com/in/timcreasey/ ACMP Pre-Conference Workshop 1PM-4PM | April 12, 2015 Register at acmpglobal.org
  • 2. Copyright Prosci 2015. All rights reserved. Intent: Equip you to use the Prosci Change Scorecard to drive more successful change outcomes 2 1PM-4PM April 12, 2015
  • 3. Copyright Prosci 2015. All rights reserved. Prosci’s Change Scorecard is: 3 New and innovative Discipline advancing Derived from research Being published in a leading OD textbook later this year Connecting business outcomes to individual changes “Transformational for my organization”
  • 4. Copyright Prosci 2015. All rights reserved. Scorecarding our Scorecard Workshop 4 Why Alignment  Credibility  Engagement  How Research Foundation  Activity-Outcome  Connections  What Meeting  Tracking  Measuring 
  • 5. Copyright Prosci 2015. All rights reserved.5 Change Scorecard Foundation Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
  • 6. Copyright Prosci 2015. All rights reserved.6
  • 7. Copyright Prosci 2015. All rights reserved.7
  • 8. Copyright Prosci 2015. All rights reserved. Prosci Change Measurement Framework Three Levels x Three Timeframes 8 Project Performance Change Mgmt Activities Individual Transitions Early Mid Late Organizational Performance Change Mgmt Performance Individual Performance How much value did the project generate (benefit realization)? How effectively did impacted employees bring the change to life in their work? How well did we “do” change management?
  • 9. Copyright Prosci 2015. All rights reserved. Organizational Performance Change Mgmt Performance Individual Performance Organizational Performance Org Readiness and Change Requisites Progress to Plan Results and Outcomes Change Mgmt Performance Preparing: Strategy and Plans Managing: Implementation Activities Reinforcing: Sustaining Activities Individual Performance Individual Readiness Engagement, Participation, and Adoption Usage and Performance 9 Early Mid Late Prosci Change Scorecard Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
  • 10. Copyright Prosci 2015. All rights reserved.10 If you don't know where you are going, you might wind up someplace else. Yogi Berra
  • 11. Copyright Prosci 2015. All rights reserved.11 Change Scorecard Connections Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
  • 12. Copyright Prosci 2015. All rights reserved. Individual Performance Individual Readiness Engagement, Participation, and Adoption Usage and Performance Change Mgmt Performance Preparing: Strategy and Plans Managing: Implementation Activities Reinforcing: Sustaining Activities Organizational Performance Org Readiness and Change Requisites Progress to Plan Results and Outcomes 12 CMROI: The portion of expected project benefits that depends on employee adoption and usage Showing dependency of organizational and project “results and outcomes” on individual transitions is the core of CMROI
  • 13. Copyright Prosci 2015. All rights reserved. The achievements of an organization are the results of the combined effort of each individual. Vince Lombardi 13
  • 14. Copyright Prosci 2015. All rights reserved. Individual Performance Individual Readiness Engagement, Participation, and Adoption Usage and Performance Change Mgmt Performance Preparing: Strategy and Plans Managing: Implementation Activities Reinforcing: Sustaining Activities Organizational Performance Org Readiness and Change Requisites Progress to Plan Results and Outcomes 14 A D K A R Mapping ADKAR® to Individual Performance How one person makes a change What we can do to support and empower those individual changes
  • 15. Copyright Prosci 2015. All rights reserved.15 Your Change Scorecard Build Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
  • 16. Copyright Prosci 2015. All rights reserved.16 Change Mgmt Performance Preparing: Strategy and Plans Managing: Implementation Activities Reinforcing: Sustaining Activities Organizational Performance Org Readiness and Change Requisites Progress to Plan Results and Outcomes Individual Performance Individual Readiness Engagement, Participation, and Adoption Usage and Performance Prosci Change Scorecard Copyright Prosci 2015. All rights reserved. Copyright © 2015 Prosci Inc. All rights reserved. portal.prosci.com www.prosci.com blog.prosci.com +1 970-203-9332 How to Build Your Change Scorecard Early Mid Late Organizational Performance Organization Readiness and Change Requisites. Progress to Plan. Results and Outcomes. Organization Readiness. __ Definition of benefits and objectives. __ Adoption and usage dependency. Capacity __ Evaluation of capacity Change Requisites: __ Charter __ Scope __ Strategy alignment __ Team __ Resources __ Plan __ Overall progress to plan __ Schedule adherence __ Budget adherence __ Milestone adherence __ Deliverable adherence. __ KPI Performance __ Organizational benefits achieved __ Unit of measure __ Performance __ Project objectives achieved __ Unit of measure __ Performance __ Sustained results Individual Performance Individual Readiness. Engagement, Participation, and Adoption. Usage and Performance __ Impacted group inventoried __ “To adopt and use” defined __ Aspects of job impacted identified. __ Understanding and Commitment. __ Awareness. level __ Desire level __ Engagement level measured __ Unit of measure __ Participation level measured __ Unit of measure __ Adoption level measured __ Unit of measure __ Knowledge level __ Ability level __ Usage measured __ Unit of measure __ Performance measured __ Unit of measure __ Compliance measured __ Unit of measure __ Sustainment measured __ Unit of measure __ Reinforcement level Change Management Performance Preparing: Strategy and Plans Managing: Implementation Activities Reinforcing: Sustaining Activities. __ Use of structured approach __ Use of dedicated resources __ Integration with project plan __ CM strategy developed __ Scaled and customized __ CM plans developed __ Communications plan __ Sponsor roadmap __ Coaching plan __ Training plan __ Resistance mgmt plan __ CM plan execution __ Communications plan __ Sponsor roadmap __ Coaching plan __ Training plan __ Resistance mgmt plan __ Impact on individual transitions tracked __ Alignment with best practices evaluated __ Evaluation of activity effectiveness __ Compliance audits __ Feedback mechanisms __ Rewards and recognition __ Sustainment activities Attendees receive exclusive access to Prosci’s new Change Scorecard Portal Resources
  • 17. Copyright Prosci 2015. All rights reserved.17
  • 18. Copyright Prosci 2015. All rights reserved. Organizational Performance Org Readiness and Change Requisites Progress to Plan Results and Outcomes Cell-By-Cell Overview 18 Change Mgmt Performance Preparing: Strategy and Plans Managing: Implementation Activities Reinforcing: Sustaining Activities Individual Performance Individual Readiness Engagement, Participation, and Adoption Usage and Performance Org Readiness and Change Requisites  Objectives set  Capacity evaluated  Requisites in place __ Charter __ Scope __ Strategy alignment __ Team __ Resources __ Plan __ PCT Health Organizational Performance
  • 19. Copyright Prosci 2015. All rights reserved. Tracking Progress on Scorecard Definition 19 Do we know what we are going to measure?
  • 20. Copyright Prosci 2015. All rights reserved. Measuring 20 It depends! ADKAR Dashboard Organizational Performance Org Readiness and Change Requisites Progress to Plan Results and Outcomes Change Mgmt Performance Preparing: Strategy and Plans Managing: Implementation Activities Reinforcing: Sustaining Activities Individual Performance Individual Readiness Engagement, Participation, and Adoption Usage and Performance eBest Practice Audit
  • 21. Copyright Prosci 2015. All rights reserved. Completion 21 Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference
  • 22. Copyright Prosci 2015. All rights reserved. Interested? Ready to learn more? 22 We hope you can join us ACMP Pre-Conference Workshop Sunday, April 12, 2015 1PM – 4PM Learn more at: http://blog.prosci.com/happening-april-12th-proscis-change-measurement-workshop-at-the-acmp-conference Register at: https://acmpglobal.site-ym.com/page/2015_Preconference/