1. The document outlines a 5-step process for change management and sustainability consulting projects that includes defining the scope, collecting and assessing data, setting strategy and plans, implementing and adjusting initiatives, and monitoring and reporting on progress. 2. A wide range of tools are presented for each project phase, including sustainability tools like life-cycle analysis and energy analysis, as well as change management tools like communications planning, open space technology, and lean six sigma. 3. Employees are identified as a major leverage point for driving organizational changes related to sustainability through their ability to reduce impacts, alter production, and increase efficiency.

1. Change Management for Sustainability
Created by:
Peter A. Hess, CODC
President & CEO
CHANGE Partners, Inc.
www.CHANGEpartnersinc.com

2. Sustainability and Change Management Consulting
Process
SCOPE COLLECT & SET STRATEGY IMPLEMENT MONITOR
1 PROJECT 2 ASSESS DATA 3 & PLAN 4 & ADJUST 5 & REPORT
• Agree scope, • Assess internal & • Create strategy • Prioritize & • Measure effectiveness
goals, deliverables, external resources • Develop plan implement initiatives • Report progress
timing • Evaluate current • Coordinate efforts
• Engage stakeholders • Plan next steps
• Define project efforts • Monitor execution
structure • Disseminate
• Identify opportunity communications • Adjust & continue
areas
Sustainability Consulting
Sustainability
Change Management
• Enroll sponsors • Assess context, • Determine readiness • Communicate & train • Engage external
• Assess internal & culture, capabilities • Craft change strategy • Manage resistance stakeholders
external stakeholders • Analyze & prioritize • Sequence initiatives • Incorporate feedback • Plan next steps
• Evaluate enablers & gaps • Celebrate successes
• Plan & organize for • Make adjustments
barriers • Engage stakeholders changes
© 2009 07/08/09 - 2

3. Sustainability & Change Consulting Tools
PROJECT PHASES SUSTAINABILITY TOOLS CHANGE TOOLS
SCOPE  Market / Demand analysis • Scenario technique
 Risk / Reward evaluation • Stakeholder forums
1 PROJECT • SchellingPoint process
 Business case development
 Eco efficiency assessment • Root Cause Analysis
COLLECT &  Total Cost Assessments • Meeting facilitation
2 ASSESS DATA  Enviro. Impact Assessment
 Enviro. Technology Assessment
• Strategic Planning • Visioning
SET STRATEGY • Appreciative Inquiry
• Goal setting
3 & PLAN • Future Search Conference
 Cost-Benefit Analysis
IMPLEMENT &  Life-cycle analysis • Open Space Technology
ADJUST  Energy analysis • Communications & Training
4 • Inter-unit Negotiations
λ
Energy Efficiency  Lean Six Sigma
 • Job/Org’n Redesign
λ
Waste Reduction Process Mapping
λ
Supply Chain Greening • (Lean) Six Sigma
 Design for Environment
λ
Mkt/Prod Innovation • Employee engagement
 Design for Disassembly • Creativity techniques
MONITOR  CSR Reporting • Benchmarking
5 & REPORT  Annual Report writing • Continuous improvement
 Stakeholder engagement
© 2009 07/08/09 - 3

4. Change Tools Used in Early Phases
 Change Readiness Assessment
 Leadership, Culture, Processes
 Stakeholder Analysis
 Communications Planning
 Engagement Strategy
© 2009 07/08/09 - 4

5. Employees = Biggest Leverage for Change
Employees
Reduce Alter Increase Influence
Impact Production Efficiency Policy
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Environment Corporations Economy Government
© 2009 07/08/09 - 5

6. Selected Strategies for Each Stage of Individual
Change
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Prepare Communicate Foster participation Change Adapt
and educate and involvement behavior
Assess Create Involve in Select & Use Provide Reinforce
current state disatis- learning reinforce prompts incentives
faction norms
Define Convey Educate Engender Foster Give Supply
preferred stories beliefs involvement emotional feedback
future support
Set specific Create Link to Secure Set objectives Provide Foster
goals need values commitment resources reflection
© 2009 07/08/09 - 6