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The document outlines a comprehensive change management strategy for a project, detailing phases of defining, implementing, and managing change. It includes templates for key components such as governance, communication, and resistance management, alongside various change management frameworks and tools. The aim is to provide a structured approach to facilitate and sustain change within the organization.

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Change Management Strategy Project Name: [insert project name] Insert your company logo
2 Company Name Cover Page Project Name [Insert project name] Project Description [Insert a quick description of the project] Document Author [Insert name] Project Sponsor [Insert name] Project Manager [Insert name] Change Manager [Insert name] Last Update [Insert date (e.g., March 12 2023)] Document Status [Insert status of the document (e.g., Draft, Final Version] Document Audience [Insert name and role (e.g., John Doe (CEO); Raphael Mina (Chief Financial Officer); Conor Kriev (Chief Operating Officer); Patrick Ruffin (Project Sponsor); Sean Macki (Program Manager)]
3 Company Name Guide You can use this deliverable directly for your own purposes. You simply need to insert your logo and adjust the slides based on the specificities of your organization. Please note that this document also includes many slides with best practices, tutorials and real-life examples to help you adjust this deliverable based on the specificities of your organization. These slides have an orange rectangle in the top-right corner. You may decide to delete these slides as they are mainly there to help you fill in the rest of the deliverable. Before you do, copy and paste this document so you always have the original version in case you need it.
4 Company Name This deliverable will focus on the first phase of our change management 3- phase approach Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
5 Company Name Executive Summary Change Impact Assessment Matrix Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company
6 Company Name Executive Summary Change Impact Assessment Matrix Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company The Executive Summary is a very important section, especially when you present during an executive committee, where you will probably not have time to go through all the slides Tutorial
7 Company Name Executive Summary Structure and size of the Change Management Team Insert Name Senior Change Manager Insert Name Junior Change Manager Insert Name Change Manager Insert Name Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager
8 Company Name Executive Summary - Change Lean Canvas Describe the change that is happening Why did we decide to do this change? Who will be impacted by this change? What will we do to prepare impacted stakeholders? When will they be impacted by this change? What are the business outcomes we want to reach? What are the business outcomes we are reaching? What are the next steps? Enter the name of the change Change Name Enter Business owner name Business Owner Enter Change manager name Change manager Insert what the employee, customer or user used to be able to do Insert what the employee, customer or user will be able to do with this new change Insert the different stakeholder groups impacted by this change Describe the rational behind the decision to do this change Insert date Insert what we will do to ensure proper adoption of the change (i.e. communication, training, pilot group,…) Insert the business outcomes we want to reach When available, insert the business outcomes and their source Include the next steps if any Enter Change Canvas version & submit date Submit Date
9 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
10 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans This section should be a summary of the Company’s Strategy. Your Strategy team should already have the content Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development Tutorial
11 Company Name Strategy on a page • [Insert strategic objective #1] • [Insert strategic objective #2] • [Insert strategic objective #3] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative] Vision, Mission and Values [Insert strategic pillar #1] [Insert strategic pillar #2] [Insert strategic pillar #3] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative]
12 Company Name Mission Statement Insert your own text Vision Statement Insert your own text Mission statement, vision statement and values Insert value Insert value Insert value Insert value Insert value
13 Company Name Mission Statement This is the company’s reason for existence or purpose. It describes the overarching intent of the organization. It is usually defined during a workshop with the top management. It should provide focus and direction and help guide decision making and actions. It should be one easily understandable sentence and, if required, a more detailed description below the main sentence. Vision Statement This describes the organization’s desired or intended state at some point in the near or distant future. It describes the overarching aim of the organization as it progresses into the future. Like the Mission Statement, it is usually defined during a workshop with the top management. It should provide focus and direction and help guide decision making and actions. It should be one easily understandable sentence and, if required, a more detailed description below the main sentence. Mission statement, vision statement and values Insert value Insert value Insert value Insert value Insert value Company values (also called corporate values or core values) are the set of guiding principles and fundamental beliefs that help a group of people function together as a team and work toward a common business goal. These values are often related to business relationships, customer relationships, and company growth. Company values don’t have to be unique; they should be what your company wants to see in itself and its employees. Some examples are “Integrity”, “Trust”, “Accountability”, “Respect” or “Value-centricity Tutorial
14 Company Name Let’s use a Strategy Map to define our strategic objectives The Strategy Map provides an overview of all the Strategic Objectives that need to be reached in order to achieve the company’s Mission and Vision. It also provides a better understanding of the Cause-Effect relationships between the different Strategic Objectives.
15 Company Name Our Strategy Map includes 4 perspectives Financial Perspectives Customer Internal Process Learning & Growth Presents the strategic objectives driving financial performance Presents the strategic objectives related to the value proposition of the company Presents the strategic objectives related to the internal capabilities of the company Presents the strategic objectives related to the intangible assets required to drive performance
16 Company Name Our Strategy Map includes 4 perspectives Financial Perspectives Customer Internal Process Learning & Growth Presents the strategic objectives driving financial performance Presents the strategic objectives related to the value proposition of the company Presents the strategic objectives related to the internal capabilities of the company Presents the strategic objectives related to the intangible assets required to drive performance Please note that usually, Fortune 500 companies use the 4 perspectives described in this slide, which were initially introduced by the famous Strategists Norton and Kaplan. However, you may decide to use different perspectives. For example, many of our clients use 4 stakeholder groups such as: Shareholders, Customers, Employees and Communities. Tutorial
17 Company Name There is a cause-and-effect logic between each perspective Financial Customer Internal process Learning & Growth Shareholder Value
18 Company Name To identify our strategic objectives, we organized multiple workshops where we tried to answer the following 6 questions Financial Perspective Customer Internal Process Learning & Growth To achieve our financial objectives, what customer needs must we serve? To satisfy our customers and shareholders, in which internal business processes must we excel? To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? To satisfy our shareholders, what financial objectives must we accomplish? To reflect our Mission statement, which Strategic objectives must we reach? To achieve our Vision statement, which Strategic objectives must we reach? Questions
19 Company Name Strategy map including our Strategic Objectives Financial Perspectives Customer Internal Process Learning & Growth Strategic Objectives I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text I4 - Insert your own text L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text L4 - Insert your own text C1 - Insert your own text C2 - Insert your own text C3 - Insert your own text C4 - Insert your own text F1 - Insert your own text F2 - Insert your own text F3 - Insert your own text F4 - Insert your own text
20 Company Name Strategy map including our Strategic Objectives Financial Perspective Customer Internal Process Learning & Growth Strategic objectives Increase revenue Increase profit Increase number of customers Increase revenue per customer Decrease Costs Decrease fixed cost Decrease variable cost Significantly below target Slightly below target Meeting target or above target Increase customer satisfaction Become a trusted brand Sell new products Understand customer segments Shift to digital channel Decrease delivery time Create new products Improve employee satisfaction Improve customer information Create a customer- focused culture Align the organization Caption: Real-life example 1
21 Company Name Strategy map including our Strategic Objectives Financial Perspective Customer Internal Process Learning & Growth Strategic objectives Increase revenue Increase profit Increase number of customers Increase revenue per customer Decrease Costs Decrease fixed cost Decrease variable cost Increase customer satisfaction Become a trusted brand Sell new products Understand customer segments Shift to digital channel Decrease delivery time Create new products Improve employee satisfaction Improve customer information Create a customer- focused culture Align the organization Real-life example 2
22 Company Name Strategy map including our Strategic Objectives Financial Perspective Customer Internal Process Learning & Growth Strategic objectives Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Additional template
23 Company Name Strategy map including our Strategic Objectives Financial Perspective Customer Perspective Internal Perspective Learning & Growth Perspective Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Customer Management Operations Innovation Human Capital Information Capital Organization Capital Additional template
24 Company Name Strategy map including our Strategic Objectives Financial Perspective Customer Perspective Internal Perspective Learning & Growth Perspective Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Additional template
25 Company Name Strategy map including our Strategic Objectives Financial Perspective Customer Perspective Internal Perspective Learning & Growth Perspective Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Additional template
26 Company Name Strategy map including our Strategic Objectives Financial Perspective Customer Perspective Internal Perspective Learning & Growth Perspective Increase shareholder value Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Increase number of customers Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Increase revenue per customer Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Improve cost structure Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Improve Asset Utilization Additional template
27 Company Name Let’s use a Balanced Scorecard to define the Key Performance Indicators (KPIs) and targets linked to our strategic objectives The Balanced Scorecard is a tool that will help our organizations translate our Strategy into: Strategic Objectives Key Performance Indicators (KPIs) Targets to be reached
28 Company Name C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Strategic Objectives Key Performance Indicators C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Targets C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Balanced scorecard including the key performance indicators and targets linked to our strategic objectives Financial Perspective Customer Internal Process Learning & Growth Version 1
29 Company Name Balanced scorecard including the key performance indicators and targets linked to our strategic objectives C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Strategic Objectives Key Performance Indicators C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Targets C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Financial To satisfy our shareholders, what financial objectives must we accomplish? Perspective Customer To achieve our financial objectives, what customer needs must we serve? Internal processes To satisfy our customers and shareholders, in which internal business processes must we excel?” Learning & Growth To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? Version 2
30 Company Name Balanced scorecard including the key performance indicators and targets linked to our strategic objectives C1 - Insert your own text C2 - Insert your own text C3 - Insert your own text I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text F1 - Insert your own text F2 - Insert your own text F3 - Insert your own text Strategic Objectives Key Performance Indicators Targets Financial Perspective Customer Internal Process Learning & Growth • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure Version 3
31 Company Name Balanced scorecard including the key performance indicators and targets linked to our strategic objectives C1 Insert your own text C2 Insert your own text C3 Insert your own text I1 Insert your own text I2 Insert your own text I3 Insert your own text L1 Insert your own text L2 Insert your own text L3 Insert your own text F1 Increase earnings per share F2 Increase revenue per customer F3 Reduce cost per customer Strategic Objectives Key Performance Indicators C1 Insert your own text C2 Insert your own text C3 Insert your own text I1 Insert your own text I2 Insert your own text I3 Insert your own text L1 Insert your own text L2 Insert your own text L3 Insert your own text F1 Net income per share (vs. last year) F2 Revenue per customer F3 Cost per customer Targets C1 Insert figure C2 Insert figure C3 Insert figure I1 Insert figure I2 Insert figure I3 Insert figure L1 Insert figure L2 Insert figure L3 Insert figure F1 +$100M F2 $300 F3 $75 Financial To satisfy our shareholders, what financial objectives must we accomplish? Perspective Customer To achieve our financial objectives, what customer needs must we serve? Internal processes To satisfy our customers and shareholders, in which internal business processes must we excel?” Learning & Growth To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? Each perspective has specific Strategic Objectives, Key Performance Indicators & Targets Real-life example
32 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
33 Company Name Key Initiatives to Reach the Strategic Objectives Financial Perspective Strategic Objectives Initiatives F1 - Insert Strategic Objective F1.1 - Insert the name of the initiative F1.2 - Insert the name of the initiative F1.3 - Insert the name of the initiative F2 - Insert Strategic Objective F2.1 - Insert the name of the initiative F2.2 - Insert the name of the initiative F2.3 - Insert the name of the initiative F3 - Insert Strategic Objective F3.1 - Insert the name of the initiative F3.2 - Insert the name of the initiative F3.3 - Insert the name of the initiative F4 - Insert Strategic Objective F4.1 - Insert the name of the initiative F4.2 - Insert the name of the initiative F4.3 - Insert the name of the initiative
34 Company Name Key Initiatives to Reach the Strategic Objectives Financial Perspective Strategic Objectives Initiatives F1 - Insert Strategic Objective F1.1 - Insert the name of the initiative F1.2 - Insert the name of the initiative F1.3 - Insert the name of the initiative F2 - Insert Strategic Objective F2.1 - Insert the name of the initiative F2.2 - Insert the name of the initiative F2.3 - Insert the name of the initiative F3 - Insert Strategic Objective F3.1 - Insert the name of the initiative F3.2 - Insert the name of the initiative F3.3 - Insert the name of the initiative F4 - Insert Strategic Objective F4.1 - Insert the name of the initiative F4.2 - Insert the name of the initiative F4.3 - Insert the name of the initiative It is common to categorize your initiatives based on the perspective of the Strategy Map (Financial, Customer,…) and the Strategic Objectives. However sometimes, the CEO prefers to categorize the initiatives differently. For example the company may have 5 programs, all including multiple initiatives. If it’s the case, just edit the slides accordingly. Best practices
35 Company Name Key Initiatives to Reach the Strategic Objectives Customer Perspective Strategic Objectives Initiatives C1 - Insert Strategic Objective C1.1 - Insert the name of the initiative C1.2 - Insert the name of the initiative C1.3 - Insert the name of the initiative C2 - Insert Strategic Objective C2.1 - Insert the name of the initiative C2.2 - Insert the name of the initiative C2.3 - Insert the name of the initiative C3 - Insert Strategic Objective C3.1 - Insert the name of the initiative C3.2 - Insert the name of the initiative C3.3 - Insert the name of the initiative C4 - Insert Strategic Objective C4.1 - Insert the name of the initiative C4.2 - Insert the name of the initiative C4.3 - Insert the name of the initiative
36 Company Name Key Initiatives to Reach the Strategic Objectives Internal Process Perspective Strategic Objectives Initiatives I1 - Insert Strategic Objective I1.1 - Insert the name of the initiative I1.2 - Insert the name of the initiative I1.3 - Insert the name of the initiative I2 - Insert Strategic Objective I2.1 - Insert the name of the initiative I2.2 - Insert the name of the initiative I2.3 - Insert the name of the initiative I3 - Insert Strategic Objective I3.1 - Insert the name of the initiative I3.2 - Insert the name of the initiative I3.3 - Insert the name of the initiative I4 - Insert Strategic Objective I4.1 - Insert the name of the initiative I4.2 - Insert the name of the initiative I4.3 - Insert the name of the initiative
37 Company Name Key Initiatives to Reach the Strategic Objectives Learn & Growth Perspective Strategic Objectives Initiatives L1 - Insert Strategic Objective L1.1 - Insert the name of the initiative L1.2 - Insert the name of the initiative L1.3 - Insert the name of the initiative L2 - Insert Strategic Objective L2.1 - Insert the name of the initiative L2.2 - Insert the name of the initiative L2.3 - Insert the name of the initiative L3 - Insert Strategic Objective L3.1 - Insert the name of the initiative L3.2 - Insert the name of the initiative L3.3 - Insert the name of the initiative L4 - Insert Strategic Objective L4.1 - Insert the name of the initiative L4.2 - Insert the name of the initiative L4.3 - Insert the name of the initiative
38 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
39 Company Name Our Business roadmap will help us define and communicate where we want to go, and how to get there. Business Roadmap Purpose
40 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects FY23 Q1 (Jul-Sept) FY23 Q2 (Oct-Dec) FY23 Q3 (Jan-Mar) FY23 Q4 (Apri-Jun) FY24 Q1 (Jul-Sept) FY24 Q2 (Oct-Dec) FY24 Q3 (Jan-Mar) FY24 Q4 (Apri-Jun) Phase 1 Insert name Phase 2 Insert name Phase 3 Insert name Phase 4 Insert name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name
41 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version FY23 Q1 (Jul-Sept) FY23 Q2 (Oct-Dec) FY23 Q3 (Jan-Mar) FY23 Q4 (Apri-Jun) FY24 Q1 (Jul-Sept) FY24 Q2 (Oct-Dec) FY24 Q3 (Jan-Mar) FY24 Q4 (Apri-Jun) Pillar 1 Insert name Pillar 2 Insert name Pillar 3 Insert name Pillar 4 Insert name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name
42 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1.Big Data 2.Google Ads 3.Artificial Intelligence 4.Customer support digitalization 5.Agile Organization 6.Cloud 7.Email automation 8.Claim management digitalization 9.Self checkout
43 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version 2023 2024 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Insert your strategic initiative Insert your strategic initiative Insert your strategic initiative Insert your strategic initiative Insert your strategic initiative Strategic initiatives 11/15/2023 Insert your strategic initiative 1/22/2024 3/18/2024
44 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version 2023 2024 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Insert your strategic initiative 1/22/2024 3/18/2024 11/15/2023 Strategic initiatives Insert your strategic initiative Insert your strategic initiative Carole Steve Jean Matt John Insert your strategic initiative Responsible Insert your strategic initiative Insert your strategic initiative Status John
45 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version Value Time Horizon 1 Horizon 2 Horizon 3 Insert your own text Insert your own text Insert your own text
46 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version Value Horizon 1 Horizon 2 Horizon 3 Insert your own text Insert your own text Insert your own text Time
47 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version Value Horizon 1 Horizon 2 Horizon 3 Insert your own text Insert your own text Insert your own text Time
48 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Insert timeline Timeline Insert timeline Insert timeline • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name Phase 1 Phase 2 Phase 3 Additional version
49 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects 2023 2024 2025 • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal Phase 1 Insert your own text to describe this phase Phase 2 Insert your own text to describe this phase Phase 3 Insert your own text to describe this phase Level of Priority Additional version
50 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Future State Additional version
51 Company Name To have a clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Milestone 1: Insert your own text Milestone 2: Insert your own text Milestone 3: Insert your own text Milestone 4: Insert your own text Milestone 5: Insert your own text Future State Additional version
52 Company Name For more detailed on our Business roadmap, please refer to the excel document “Business Roadmap”
53 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
54 Company Name Company readiness for Change Key insights: • Replace this text by key insights about your organization that makes it change ready or change resistant. The questions below should help you. • What is the perceived need for change among employees and managers? • Did employees perceive past changes as positive or negative? • Were past changes well managed or poorly managed? • Do we have a shared vision and direction for the organization? • What is this organization’s culture and responsiveness to change? Open and receptive? Close and resistant? Highly Change Resistant Highly Change Ready Company X Change Resistant Change Ready Overall Assessment
55 Company Name Company readiness for Change Key insights: • Replace this text by key insights about your organization that makes it change ready or change resistant. The questions below should help you. • What is the perceived need for change among employees and managers? • Did employees perceive past changes as positive or negative? • Were past changes well managed or poorly managed? • Do we have a shared vision and direction for the organization? • What is this organization’s culture and responsiveness to change? Open and receptive? Close and resistant? Highly Change Resistant Highly Change Ready Company X Change Resistant Change Ready Overall Assessment Adjust the positioning of this arrow depending on the readiness of the company. The more the company is Change resistant, the more Change Management activities will be required Tutorial
56 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
57 Company Name Structure and size of the change management team Insert Name Senior Change Manager Insert Name Junior Change Manager Insert Name Change Manager Insert Name Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager
58 Company Name Structure and size of the change management team Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Additional version
59 Company Name Structure and size of the change management team Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Additional version
60 Company Name Our proposed team will include 8 [include your own number] world-class Consultants Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Photo Photo Photo Photo Photo Photo Insert Name Insert Position Insert Short description
61 Company Name Our proposed team will include 10 [include your own number] world-class Consultants Additional version Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description
62 Company Name Our proposed team will include 4 [include your own number] world-class Consultants Additional version Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo
63 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
64 Company Name Roles & Responsibilities Insert Name Senior Change Manager Insert your own text Responsibilities Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text
65 Company Name Roles & Responsibilities (cont.) Insert Name Senior Change Manager Insert your own text Responsibilities Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text
66 Company Name Goal of a Change Manager • The Change Manager’s goal is to ensure that projects meet their objectives on time and on budget by increasing employee adoption and usage • A good Change Manager will increase the benefit realization, the value creation and ROI of the projects • To succeed, he will have to work with many different stakeholders within the organization: Change Manager Senior Executives Front-line Managers Project Managers Tutorial
67 Company Name Key roles and responsibilities of a Change Manager • Assess the change impact and complete the change management assessments • Develop a change management strategy • Identify, analyze, prepare risk mitigation tactics • Create a change management plan of actions • Create actionable deliverables for the key change management levers Strategy & Planning • Support project teams in integrating change management activities into their plans • Support communication and training efforts • Coach senior executives to help them fulfill the role of change sponsor • Support and coach front-line managers • Support organizational design and definition of roles and responsibilities Stakeholder Management • Track and report issues • Define and measure success metrics • Monitor change progress Monitoring Tutorial
68 Company Name Key skills and qualifications that a Change Manager should have • Good knowledge of change management methodology and tools • Experience with large-scale organizational change project • Familiarity with project management methodology and tools Change Management Experience • Exceptional oral and written communication skills • Excellent active listening skills • Ability to establish and maintain strong relationships • Team player and able to work effectively at all levels in an organization • Flexible and adaptable Interpersonal Skills • Acute business acumen and understanding of organizational issues and challenges • Problem solving skills • Organized with a natural inclination for planning strategy and tactics • Forward looking with a holistic approach Business Skills Tutorial
69 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
70 Company Name Guiding Principles 1 Insert your own text (e.g. Lead with the culture;) 2 Insert your own text (e.g. Start at the top) 3 Insert your own text (e.g. Involve every layer) 4 Insert your own text (e.g. Make the rational case and emotional case together) 5 Insert your own text (e.g. Engage, engage, engage)
71 Company Name Guiding Principles 1 Insert your own text (e.g. Lead with the culture;) 2 Insert your own text (e.g. Start at the top) 3 Insert your own text (e.g. Involve every layer) 4 Insert your own text (e.g. Make the rational case and emotional case together) 5 Insert your own text (e.g. Engage, engage, engage) Another example of guiding principle commonly used is: Identifying “Change champions” within each key stakeholder group. These “Change Champions” are usually good employees who embrace change. They are not part of the Change team. But they play a role of relay between the Change team and the different stakeholder groups Real-life example
72 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
73 Company Name The Change Lean Canvas will help us provide a succinct overview of a specific Change. If multiple changes happen, multiple Change Lean Canvas need to be created. Change Lean Canvas Purpose
74 Company Name Change Lean Canvas Describe the change that is happening Why did we decide to do this change? Who will be impacted by this change? What will we do to prepare impacted stakeholders? When will they be impacted by this change? What are the business outcomes we want to reach? What are the business outcomes we are reaching? What are the next steps? Enter the name of the change Change Name Enter Business owner name Business Owner Enter Change manager name Change manager Insert what the employee, customer or user used to be able to do Insert what the employee, customer or user will be able to do with this new change Insert the different stakeholder groups impacted by this change Describe the rational behind the decision to do this change Insert date Insert what we will do to ensure proper adoption of the change (i.e. communication, training, pilot group,…) Insert the business outcomes we want to reach When available, insert the business outcomes and their source Include the next steps if any Enter Change Canvas version & submit date Submit Date
75 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
76 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development Note that this section could have potentially been positioned before the section 5. It really depends on your situation. It makes sense to identify the impact of the change before defining the size of your Team. But at the same time, identifying the impact is a lot of work and usually requires a team. Best practices
77 Company Name For our Change Impact Assessment, we are going to use a 5-level scale Low Complexity of the change The Complexity of the change depends on how we rated the impact intensity of the “People increase / reduction” change, “System” change, “Process” change, “Organization structure” change and “Culture” change (see below) Moderate Medium High Extreme 2.System change Almost no change Minor changes/enhancements to functionality in an existing system, that is low risk and noncritical Major changes/enhancements to functionality in an existing system that is business critical but not customer facing New technology is being introduced, but the key concepts and functionality are not too dissimilar to the old system. System is customer facing and has the potential to create external exposure if the change is managed poorly New technology is being introduced which requires bringing a new way of thinking to an existing task. System is customer facing and has the potential to create external exposure if the change is managed poorly 3.Process change Almost no change to current processes Some change to current processes, however the change is only minor, and the processes are low risk, non-critical and have no impact to customers. Significant change to several current processes, however the change is not complex, and processes are low risk, non- critical and have a low impact to customers or colleagues Significant change to a number of business- critical processes, with some of the change being quite complex. Change will be negatively visible to colleagues, and customers if things go wrong. Radical change to several core business processes. Colleagues and external parties will need to take on new skills to execute processes. Previously automated processes will become manual or vice versa 4.Organization structure change There is almost no change to structural environment There are minor changes to team structure There are some changes to team structure, which will bring a mixed reaction. There are significant changes to team structure, which is likely to be disruptive and may be considered a negative change by many There is significant change to structure. This change will be perceived negatively by most. There is a risk of staff attrition as a result 1.People increase / reduction change There are low reductions in headcount predicted (~1 FTE), but natural attrition will account for the numbers There are reductions in headcount predicted, but natural attrition will account for the numbers There are reductions in headcount predicted but contractors will account for the numbers There is a significant reduction in headcount predicted. Redeployment & redundancies will need to be factored in There is a large headcount reduction required as part of this change. Significant effort will need to be invested in redeployment / redundancy 5.Culture change Almost no culture change required There are some aspects of the team culture that need to be changed to support this initiative There is a significant cultural shift required in the impacted areas to support this change There is a major cultural change across many teams required to support this change Culture Change required in all impacted groups to support this initiative Size of the change 1 team impacted 1 Business Unit 1 Division Half of the Company Every employee
78 Company Name Change Impact Assessment Initiative name: F1.1 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme
79 Company Name Change Impact Assessment Initiative name: F1.1 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme The scope of this one pager may vary depending on your situation. We usually have a one-page change impact assessment per initiative, but sometimes, you may decide to have a one-page change impact assessment for multiple initiatives which have been grouped together For this specific document, you may decide to only put a one-page Change Impact Assessment for you top 3 or 5 initiatives, or your top 3 or 5 groups of initiatives. The other one-page Change Impact Assessments can be place in exhibit or in another more detailed document. This really depends on your audience. For example, your CEO may not need to see the details of each single initiative. Best practices
80 Company Name Change Impact Assessment Initiative name: F1.2 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme
81 Company Name Change Impact Assessment Initiative name: F1.3 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme
82 Company Name Change Impact Assessment Initiative name: F1.4 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme
83 Company Name Change Impact Assessment Matrix Insert your own text to summarize this slide Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company
84 Company Name Change Impact Assessment Matrix Insert your own text to summarize this slide Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company Don’t hesitate to change the scale depending on the size or terminology used by your company Tutorial
85 Company Name Table of contents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
86 Company Name The ADKAR model was developed by Jeff Hiatt in 2003 and it was introduced as a practical tool by Prosci. The ADKAR Model will help us support individuals moving through change by identifying our change management objectives and levers. Purpose of the ADKAR Model
87 Company Name Description of the ADKAR Model ADKAR is an acronym Awareness Desire Knowledge Reinforcement Ability CHANGE
88 Company Name Each one of the ADKAR Model 5 elements represents a particular objective that the Change Manager will try to achieve. of the need to change Awareness of how to change (and what the change looks like) Knowledge to keep the change in place Reinforcement to implement the change on a day-to-day basis Ability to participate and support the change Desire
89 Company Name • Management communications • Customer input • Marketplace changes • Ready-access to information • Training and education • Information access • Examples and roles models • Incentives and rewards • Compensation changes • Celebrations • Personal recognition • Practice applying new skills • Practice applying new processes • Coaching • Mentoring • Removal of barriers • Fear of job loss • Discontent with current state • Enhanced job security • Career advancement • Acquisition of power • Incentive or compensation • Affiliation and sense of belonging • Hope in future state • Trust and respect for leadership The ADKAR Model provides a list of enablers for each one of its 5 objectives Awareness Knowledge Reinforcement Ability Desire
90 Company Name There are 5 change management levers that can be used to reach our ADKAR objectives Awareness Knowledge Reinforcement Ability Desire ADKAR Objectives Communications Sponsorship Coaching Resistance Management Training Change Management Levers
91 Company Name Time now to focus on Phase II, located in the folder “II - Develop the Change Management Plans” Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
Thank you for your attention. www.domontconsulting.com

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consulting_Change_Management_______Strategy.pptx

  • 1.
    Change Management Strategy ProjectName: [insert project name] Insert your company logo
  • 2.
    2 Company Name Cover Page ProjectName [Insert project name] Project Description [Insert a quick description of the project] Document Author [Insert name] Project Sponsor [Insert name] Project Manager [Insert name] Change Manager [Insert name] Last Update [Insert date (e.g., March 12 2023)] Document Status [Insert status of the document (e.g., Draft, Final Version] Document Audience [Insert name and role (e.g., John Doe (CEO); Raphael Mina (Chief Financial Officer); Conor Kriev (Chief Operating Officer); Patrick Ruffin (Project Sponsor); Sean Macki (Program Manager)]
  • 3.
    3 Company Name Guide You canuse this deliverable directly for your own purposes. You simply need to insert your logo and adjust the slides based on the specificities of your organization. Please note that this document also includes many slides with best practices, tutorials and real-life examples to help you adjust this deliverable based on the specificities of your organization. These slides have an orange rectangle in the top-right corner. You may decide to delete these slides as they are mainly there to help you fill in the rest of the deliverable. Before you do, copy and paste this document so you always have the original version in case you need it.
  • 4.
    4 Company Name This deliverablewill focus on the first phase of our change management 3- phase approach Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 5.
    5 Company Name Executive Summary ChangeImpact Assessment Matrix Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company
  • 6.
    6 Company Name Executive Summary ChangeImpact Assessment Matrix Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company The Executive Summary is a very important section, especially when you present during an executive committee, where you will probably not have time to go through all the slides Tutorial
  • 7.
    7 Company Name Executive Summary Structureand size of the Change Management Team Insert Name Senior Change Manager Insert Name Junior Change Manager Insert Name Change Manager Insert Name Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager
  • 8.
    8 Company Name Executive Summary- Change Lean Canvas Describe the change that is happening Why did we decide to do this change? Who will be impacted by this change? What will we do to prepare impacted stakeholders? When will they be impacted by this change? What are the business outcomes we want to reach? What are the business outcomes we are reaching? What are the next steps? Enter the name of the change Change Name Enter Business owner name Business Owner Enter Change manager name Change manager Insert what the employee, customer or user used to be able to do Insert what the employee, customer or user will be able to do with this new change Insert the different stakeholder groups impacted by this change Describe the rational behind the decision to do this change Insert date Insert what we will do to ensure proper adoption of the change (i.e. communication, training, pilot group,…) Insert the business outcomes we want to reach When available, insert the business outcomes and their source Include the next steps if any Enter Change Canvas version & submit date Submit Date
  • 9.
    9 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 10.
    10 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans This section should be a summary of the Company’s Strategy. Your Strategy team should already have the content Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development Tutorial
  • 11.
    11 Company Name Strategy ona page • [Insert strategic objective #1] • [Insert strategic objective #2] • [Insert strategic objective #3] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative] Vision, Mission and Values [Insert strategic pillar #1] [Insert strategic pillar #2] [Insert strategic pillar #3] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative] [Insert strategic initiative]
  • 12.
    12 Company Name Mission Statement Insertyour own text Vision Statement Insert your own text Mission statement, vision statement and values Insert value Insert value Insert value Insert value Insert value
  • 13.
    13 Company Name Mission Statement Thisis the company’s reason for existence or purpose. It describes the overarching intent of the organization. It is usually defined during a workshop with the top management. It should provide focus and direction and help guide decision making and actions. It should be one easily understandable sentence and, if required, a more detailed description below the main sentence. Vision Statement This describes the organization’s desired or intended state at some point in the near or distant future. It describes the overarching aim of the organization as it progresses into the future. Like the Mission Statement, it is usually defined during a workshop with the top management. It should provide focus and direction and help guide decision making and actions. It should be one easily understandable sentence and, if required, a more detailed description below the main sentence. Mission statement, vision statement and values Insert value Insert value Insert value Insert value Insert value Company values (also called corporate values or core values) are the set of guiding principles and fundamental beliefs that help a group of people function together as a team and work toward a common business goal. These values are often related to business relationships, customer relationships, and company growth. Company values don’t have to be unique; they should be what your company wants to see in itself and its employees. Some examples are “Integrity”, “Trust”, “Accountability”, “Respect” or “Value-centricity Tutorial
  • 14.
    14 Company Name Let’s usea Strategy Map to define our strategic objectives The Strategy Map provides an overview of all the Strategic Objectives that need to be reached in order to achieve the company’s Mission and Vision. It also provides a better understanding of the Cause-Effect relationships between the different Strategic Objectives.
  • 15.
    15 Company Name Our StrategyMap includes 4 perspectives Financial Perspectives Customer Internal Process Learning & Growth Presents the strategic objectives driving financial performance Presents the strategic objectives related to the value proposition of the company Presents the strategic objectives related to the internal capabilities of the company Presents the strategic objectives related to the intangible assets required to drive performance
  • 16.
    16 Company Name Our StrategyMap includes 4 perspectives Financial Perspectives Customer Internal Process Learning & Growth Presents the strategic objectives driving financial performance Presents the strategic objectives related to the value proposition of the company Presents the strategic objectives related to the internal capabilities of the company Presents the strategic objectives related to the intangible assets required to drive performance Please note that usually, Fortune 500 companies use the 4 perspectives described in this slide, which were initially introduced by the famous Strategists Norton and Kaplan. However, you may decide to use different perspectives. For example, many of our clients use 4 stakeholder groups such as: Shareholders, Customers, Employees and Communities. Tutorial
  • 17.
    17 Company Name There isa cause-and-effect logic between each perspective Financial Customer Internal process Learning & Growth Shareholder Value
  • 18.
    18 Company Name To identifyour strategic objectives, we organized multiple workshops where we tried to answer the following 6 questions Financial Perspective Customer Internal Process Learning & Growth To achieve our financial objectives, what customer needs must we serve? To satisfy our customers and shareholders, in which internal business processes must we excel? To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? To satisfy our shareholders, what financial objectives must we accomplish? To reflect our Mission statement, which Strategic objectives must we reach? To achieve our Vision statement, which Strategic objectives must we reach? Questions
  • 19.
    19 Company Name Strategy mapincluding our Strategic Objectives Financial Perspectives Customer Internal Process Learning & Growth Strategic Objectives I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text I4 - Insert your own text L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text L4 - Insert your own text C1 - Insert your own text C2 - Insert your own text C3 - Insert your own text C4 - Insert your own text F1 - Insert your own text F2 - Insert your own text F3 - Insert your own text F4 - Insert your own text
  • 20.
    20 Company Name Strategy mapincluding our Strategic Objectives Financial Perspective Customer Internal Process Learning & Growth Strategic objectives Increase revenue Increase profit Increase number of customers Increase revenue per customer Decrease Costs Decrease fixed cost Decrease variable cost Significantly below target Slightly below target Meeting target or above target Increase customer satisfaction Become a trusted brand Sell new products Understand customer segments Shift to digital channel Decrease delivery time Create new products Improve employee satisfaction Improve customer information Create a customer- focused culture Align the organization Caption: Real-life example 1
  • 21.
    21 Company Name Strategy mapincluding our Strategic Objectives Financial Perspective Customer Internal Process Learning & Growth Strategic objectives Increase revenue Increase profit Increase number of customers Increase revenue per customer Decrease Costs Decrease fixed cost Decrease variable cost Increase customer satisfaction Become a trusted brand Sell new products Understand customer segments Shift to digital channel Decrease delivery time Create new products Improve employee satisfaction Improve customer information Create a customer- focused culture Align the organization Real-life example 2
  • 22.
    22 Company Name Strategy mapincluding our Strategic Objectives Financial Perspective Customer Internal Process Learning & Growth Strategic objectives Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Additional template
  • 23.
    23 Company Name Strategy mapincluding our Strategic Objectives Financial Perspective Customer Perspective Internal Perspective Learning & Growth Perspective Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Customer Management Operations Innovation Human Capital Information Capital Organization Capital Additional template
  • 24.
    24 Company Name Strategy mapincluding our Strategic Objectives Financial Perspective Customer Perspective Internal Perspective Learning & Growth Perspective Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Additional template
  • 25.
    25 Company Name Strategy mapincluding our Strategic Objectives Financial Perspective Customer Perspective Internal Perspective Learning & Growth Perspective Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Additional template
  • 26.
    26 Company Name Strategy mapincluding our Strategic Objectives Financial Perspective Customer Perspective Internal Perspective Learning & Growth Perspective Increase shareholder value Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Increase number of customers Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Increase revenue per customer Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Improve cost structure Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Insert your own text Insert text Insert text Insert text Improve Asset Utilization Additional template
  • 27.
    27 Company Name Let’s usea Balanced Scorecard to define the Key Performance Indicators (KPIs) and targets linked to our strategic objectives The Balanced Scorecard is a tool that will help our organizations translate our Strategy into: Strategic Objectives Key Performance Indicators (KPIs) Targets to be reached
  • 28.
    28 Company Name C1 -Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Strategic Objectives Key Performance Indicators C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Targets C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Balanced scorecard including the key performance indicators and targets linked to our strategic objectives Financial Perspective Customer Internal Process Learning & Growth Version 1
  • 29.
    29 Company Name Balanced scorecardincluding the key performance indicators and targets linked to our strategic objectives C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Strategic Objectives Key Performance Indicators C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Targets C1 - Insert text C2 - Insert text C3 - Insert text C4 - Insert text I1 - Insert text I2 - Insert text I3 - Insert text I4 - Insert text L1 - Insert text L2 - Insert text L3 - Insert text L4 - Insert text F1 - Insert text F2 - Insert text F3 - Insert text F4 - Insert text Financial To satisfy our shareholders, what financial objectives must we accomplish? Perspective Customer To achieve our financial objectives, what customer needs must we serve? Internal processes To satisfy our customers and shareholders, in which internal business processes must we excel?” Learning & Growth To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? Version 2
  • 30.
    30 Company Name Balanced scorecardincluding the key performance indicators and targets linked to our strategic objectives C1 - Insert your own text C2 - Insert your own text C3 - Insert your own text I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text F1 - Insert your own text F2 - Insert your own text F3 - Insert your own text Strategic Objectives Key Performance Indicators Targets Financial Perspective Customer Internal Process Learning & Growth • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure • Insert figure Version 3
  • 31.
    31 Company Name Balanced scorecardincluding the key performance indicators and targets linked to our strategic objectives C1 Insert your own text C2 Insert your own text C3 Insert your own text I1 Insert your own text I2 Insert your own text I3 Insert your own text L1 Insert your own text L2 Insert your own text L3 Insert your own text F1 Increase earnings per share F2 Increase revenue per customer F3 Reduce cost per customer Strategic Objectives Key Performance Indicators C1 Insert your own text C2 Insert your own text C3 Insert your own text I1 Insert your own text I2 Insert your own text I3 Insert your own text L1 Insert your own text L2 Insert your own text L3 Insert your own text F1 Net income per share (vs. last year) F2 Revenue per customer F3 Cost per customer Targets C1 Insert figure C2 Insert figure C3 Insert figure I1 Insert figure I2 Insert figure I3 Insert figure L1 Insert figure L2 Insert figure L3 Insert figure F1 +$100M F2 $300 F3 $75 Financial To satisfy our shareholders, what financial objectives must we accomplish? Perspective Customer To achieve our financial objectives, what customer needs must we serve? Internal processes To satisfy our customers and shareholders, in which internal business processes must we excel?” Learning & Growth To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? Each perspective has specific Strategic Objectives, Key Performance Indicators & Targets Real-life example
  • 32.
    32 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 33.
    33 Company Name Key Initiativesto Reach the Strategic Objectives Financial Perspective Strategic Objectives Initiatives F1 - Insert Strategic Objective F1.1 - Insert the name of the initiative F1.2 - Insert the name of the initiative F1.3 - Insert the name of the initiative F2 - Insert Strategic Objective F2.1 - Insert the name of the initiative F2.2 - Insert the name of the initiative F2.3 - Insert the name of the initiative F3 - Insert Strategic Objective F3.1 - Insert the name of the initiative F3.2 - Insert the name of the initiative F3.3 - Insert the name of the initiative F4 - Insert Strategic Objective F4.1 - Insert the name of the initiative F4.2 - Insert the name of the initiative F4.3 - Insert the name of the initiative
  • 34.
    34 Company Name Key Initiativesto Reach the Strategic Objectives Financial Perspective Strategic Objectives Initiatives F1 - Insert Strategic Objective F1.1 - Insert the name of the initiative F1.2 - Insert the name of the initiative F1.3 - Insert the name of the initiative F2 - Insert Strategic Objective F2.1 - Insert the name of the initiative F2.2 - Insert the name of the initiative F2.3 - Insert the name of the initiative F3 - Insert Strategic Objective F3.1 - Insert the name of the initiative F3.2 - Insert the name of the initiative F3.3 - Insert the name of the initiative F4 - Insert Strategic Objective F4.1 - Insert the name of the initiative F4.2 - Insert the name of the initiative F4.3 - Insert the name of the initiative It is common to categorize your initiatives based on the perspective of the Strategy Map (Financial, Customer,…) and the Strategic Objectives. However sometimes, the CEO prefers to categorize the initiatives differently. For example the company may have 5 programs, all including multiple initiatives. If it’s the case, just edit the slides accordingly. Best practices
  • 35.
    35 Company Name Key Initiativesto Reach the Strategic Objectives Customer Perspective Strategic Objectives Initiatives C1 - Insert Strategic Objective C1.1 - Insert the name of the initiative C1.2 - Insert the name of the initiative C1.3 - Insert the name of the initiative C2 - Insert Strategic Objective C2.1 - Insert the name of the initiative C2.2 - Insert the name of the initiative C2.3 - Insert the name of the initiative C3 - Insert Strategic Objective C3.1 - Insert the name of the initiative C3.2 - Insert the name of the initiative C3.3 - Insert the name of the initiative C4 - Insert Strategic Objective C4.1 - Insert the name of the initiative C4.2 - Insert the name of the initiative C4.3 - Insert the name of the initiative
  • 36.
    36 Company Name Key Initiativesto Reach the Strategic Objectives Internal Process Perspective Strategic Objectives Initiatives I1 - Insert Strategic Objective I1.1 - Insert the name of the initiative I1.2 - Insert the name of the initiative I1.3 - Insert the name of the initiative I2 - Insert Strategic Objective I2.1 - Insert the name of the initiative I2.2 - Insert the name of the initiative I2.3 - Insert the name of the initiative I3 - Insert Strategic Objective I3.1 - Insert the name of the initiative I3.2 - Insert the name of the initiative I3.3 - Insert the name of the initiative I4 - Insert Strategic Objective I4.1 - Insert the name of the initiative I4.2 - Insert the name of the initiative I4.3 - Insert the name of the initiative
  • 37.
    37 Company Name Key Initiativesto Reach the Strategic Objectives Learn & Growth Perspective Strategic Objectives Initiatives L1 - Insert Strategic Objective L1.1 - Insert the name of the initiative L1.2 - Insert the name of the initiative L1.3 - Insert the name of the initiative L2 - Insert Strategic Objective L2.1 - Insert the name of the initiative L2.2 - Insert the name of the initiative L2.3 - Insert the name of the initiative L3 - Insert Strategic Objective L3.1 - Insert the name of the initiative L3.2 - Insert the name of the initiative L3.3 - Insert the name of the initiative L4 - Insert Strategic Objective L4.1 - Insert the name of the initiative L4.2 - Insert the name of the initiative L4.3 - Insert the name of the initiative
  • 38.
    38 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 39.
    39 Company Name Our Businessroadmap will help us define and communicate where we want to go, and how to get there. Business Roadmap Purpose
  • 40.
    40 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects FY23 Q1 (Jul-Sept) FY23 Q2 (Oct-Dec) FY23 Q3 (Jan-Mar) FY23 Q4 (Apri-Jun) FY24 Q1 (Jul-Sept) FY24 Q2 (Oct-Dec) FY24 Q3 (Jan-Mar) FY24 Q4 (Apri-Jun) Phase 1 Insert name Phase 2 Insert name Phase 3 Insert name Phase 4 Insert name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name
  • 41.
    41 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version FY23 Q1 (Jul-Sept) FY23 Q2 (Oct-Dec) FY23 Q3 (Jan-Mar) FY23 Q4 (Apri-Jun) FY24 Q1 (Jul-Sept) FY24 Q2 (Oct-Dec) FY24 Q3 (Jan-Mar) FY24 Q4 (Apri-Jun) Pillar 1 Insert name Pillar 2 Insert name Pillar 3 Insert name Pillar 4 Insert name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name
  • 42.
    42 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1.Big Data 2.Google Ads 3.Artificial Intelligence 4.Customer support digitalization 5.Agile Organization 6.Cloud 7.Email automation 8.Claim management digitalization 9.Self checkout
  • 43.
    43 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version 2023 2024 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Insert your strategic initiative Insert your strategic initiative Insert your strategic initiative Insert your strategic initiative Insert your strategic initiative Strategic initiatives 11/15/2023 Insert your strategic initiative 1/22/2024 3/18/2024
  • 44.
    44 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version 2023 2024 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Insert your strategic initiative 1/22/2024 3/18/2024 11/15/2023 Strategic initiatives Insert your strategic initiative Insert your strategic initiative Carole Steve Jean Matt John Insert your strategic initiative Responsible Insert your strategic initiative Insert your strategic initiative Status John
  • 45.
    45 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version Value Time Horizon 1 Horizon 2 Horizon 3 Insert your own text Insert your own text Insert your own text
  • 46.
    46 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version Value Horizon 1 Horizon 2 Horizon 3 Insert your own text Insert your own text Insert your own text Time
  • 47.
    47 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Additional version Value Horizon 1 Horizon 2 Horizon 3 Insert your own text Insert your own text Insert your own text Time
  • 48.
    48 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Insert timeline Timeline Insert timeline Insert timeline • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name Phase 1 Phase 2 Phase 3 Additional version
  • 49.
    49 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects 2023 2024 2025 • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal • Insert strategic goal Phase 1 Insert your own text to describe this phase Phase 2 Insert your own text to describe this phase Phase 3 Insert your own text to describe this phase Level of Priority Additional version
  • 50.
    50 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Future State Additional version
  • 51.
    51 Company Name To havea clear short-term, mid-term and long-term view, we created a business roadmap including our prioritized projects Milestone 1: Insert your own text Milestone 2: Insert your own text Milestone 3: Insert your own text Milestone 4: Insert your own text Milestone 5: Insert your own text Future State Additional version
  • 52.
    52 Company Name For moredetailed on our Business roadmap, please refer to the excel document “Business Roadmap”
  • 53.
    53 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 54.
    54 Company Name Company readinessfor Change Key insights: • Replace this text by key insights about your organization that makes it change ready or change resistant. The questions below should help you. • What is the perceived need for change among employees and managers? • Did employees perceive past changes as positive or negative? • Were past changes well managed or poorly managed? • Do we have a shared vision and direction for the organization? • What is this organization’s culture and responsiveness to change? Open and receptive? Close and resistant? Highly Change Resistant Highly Change Ready Company X Change Resistant Change Ready Overall Assessment
  • 55.
    55 Company Name Company readinessfor Change Key insights: • Replace this text by key insights about your organization that makes it change ready or change resistant. The questions below should help you. • What is the perceived need for change among employees and managers? • Did employees perceive past changes as positive or negative? • Were past changes well managed or poorly managed? • Do we have a shared vision and direction for the organization? • What is this organization’s culture and responsiveness to change? Open and receptive? Close and resistant? Highly Change Resistant Highly Change Ready Company X Change Resistant Change Ready Overall Assessment Adjust the positioning of this arrow depending on the readiness of the company. The more the company is Change resistant, the more Change Management activities will be required Tutorial
  • 56.
    56 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 57.
    57 Company Name Structure andsize of the change management team Insert Name Senior Change Manager Insert Name Junior Change Manager Insert Name Change Manager Insert Name Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager
  • 58.
    58 Company Name Structure andsize of the change management team Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Additional version
  • 59.
    59 Company Name Structure andsize of the change management team Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Insert Name Insert Role Additional version
  • 60.
    60 Company Name Our proposedteam will include 8 [include your own number] world-class Consultants Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Photo Photo Photo Photo Photo Photo Insert Name Insert Position Insert Short description
  • 61.
    61 Company Name Our proposedteam will include 10 [include your own number] world-class Consultants Additional version Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description
  • 62.
    62 Company Name Our proposedteam will include 4 [include your own number] world-class Consultants Additional version Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo Insert Name Insert Position Insert Short description Insert Name Insert Position Insert Short description Photo Photo
  • 63.
    63 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 64.
    64 Company Name Roles &Responsibilities Insert Name Senior Change Manager Insert your own text Responsibilities Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text
  • 65.
    65 Company Name Roles &Responsibilities (cont.) Insert Name Senior Change Manager Insert your own text Responsibilities Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text Insert Name Insert role Insert your own text
  • 66.
    66 Company Name Goal ofa Change Manager • The Change Manager’s goal is to ensure that projects meet their objectives on time and on budget by increasing employee adoption and usage • A good Change Manager will increase the benefit realization, the value creation and ROI of the projects • To succeed, he will have to work with many different stakeholders within the organization: Change Manager Senior Executives Front-line Managers Project Managers Tutorial
  • 67.
    67 Company Name Key rolesand responsibilities of a Change Manager • Assess the change impact and complete the change management assessments • Develop a change management strategy • Identify, analyze, prepare risk mitigation tactics • Create a change management plan of actions • Create actionable deliverables for the key change management levers Strategy & Planning • Support project teams in integrating change management activities into their plans • Support communication and training efforts • Coach senior executives to help them fulfill the role of change sponsor • Support and coach front-line managers • Support organizational design and definition of roles and responsibilities Stakeholder Management • Track and report issues • Define and measure success metrics • Monitor change progress Monitoring Tutorial
  • 68.
    68 Company Name Key skillsand qualifications that a Change Manager should have • Good knowledge of change management methodology and tools • Experience with large-scale organizational change project • Familiarity with project management methodology and tools Change Management Experience • Exceptional oral and written communication skills • Excellent active listening skills • Ability to establish and maintain strong relationships • Team player and able to work effectively at all levels in an organization • Flexible and adaptable Interpersonal Skills • Acute business acumen and understanding of organizational issues and challenges • Problem solving skills • Organized with a natural inclination for planning strategy and tactics • Forward looking with a holistic approach Business Skills Tutorial
  • 69.
    69 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 70.
    70 Company Name Guiding Principles 1Insert your own text (e.g. Lead with the culture;) 2 Insert your own text (e.g. Start at the top) 3 Insert your own text (e.g. Involve every layer) 4 Insert your own text (e.g. Make the rational case and emotional case together) 5 Insert your own text (e.g. Engage, engage, engage)
  • 71.
    71 Company Name Guiding Principles 1Insert your own text (e.g. Lead with the culture;) 2 Insert your own text (e.g. Start at the top) 3 Insert your own text (e.g. Involve every layer) 4 Insert your own text (e.g. Make the rational case and emotional case together) 5 Insert your own text (e.g. Engage, engage, engage) Another example of guiding principle commonly used is: Identifying “Change champions” within each key stakeholder group. These “Change Champions” are usually good employees who embrace change. They are not part of the Change team. But they play a role of relay between the Change team and the different stakeholder groups Real-life example
  • 72.
    72 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 73.
    73 Company Name The ChangeLean Canvas will help us provide a succinct overview of a specific Change. If multiple changes happen, multiple Change Lean Canvas need to be created. Change Lean Canvas Purpose
  • 74.
    74 Company Name Change LeanCanvas Describe the change that is happening Why did we decide to do this change? Who will be impacted by this change? What will we do to prepare impacted stakeholders? When will they be impacted by this change? What are the business outcomes we want to reach? What are the business outcomes we are reaching? What are the next steps? Enter the name of the change Change Name Enter Business owner name Business Owner Enter Change manager name Change manager Insert what the employee, customer or user used to be able to do Insert what the employee, customer or user will be able to do with this new change Insert the different stakeholder groups impacted by this change Describe the rational behind the decision to do this change Insert date Insert what we will do to ensure proper adoption of the change (i.e. communication, training, pilot group,…) Insert the business outcomes we want to reach When available, insert the business outcomes and their source Include the next steps if any Enter Change Canvas version & submit date Submit Date
  • 75.
    75 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 76.
    76 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development Note that this section could have potentially been positioned before the section 5. It really depends on your situation. It makes sense to identify the impact of the change before defining the size of your Team. But at the same time, identifying the impact is a lot of work and usually requires a team. Best practices
  • 77.
    77 Company Name For ourChange Impact Assessment, we are going to use a 5-level scale Low Complexity of the change The Complexity of the change depends on how we rated the impact intensity of the “People increase / reduction” change, “System” change, “Process” change, “Organization structure” change and “Culture” change (see below) Moderate Medium High Extreme 2.System change Almost no change Minor changes/enhancements to functionality in an existing system, that is low risk and noncritical Major changes/enhancements to functionality in an existing system that is business critical but not customer facing New technology is being introduced, but the key concepts and functionality are not too dissimilar to the old system. System is customer facing and has the potential to create external exposure if the change is managed poorly New technology is being introduced which requires bringing a new way of thinking to an existing task. System is customer facing and has the potential to create external exposure if the change is managed poorly 3.Process change Almost no change to current processes Some change to current processes, however the change is only minor, and the processes are low risk, non-critical and have no impact to customers. Significant change to several current processes, however the change is not complex, and processes are low risk, non- critical and have a low impact to customers or colleagues Significant change to a number of business- critical processes, with some of the change being quite complex. Change will be negatively visible to colleagues, and customers if things go wrong. Radical change to several core business processes. Colleagues and external parties will need to take on new skills to execute processes. Previously automated processes will become manual or vice versa 4.Organization structure change There is almost no change to structural environment There are minor changes to team structure There are some changes to team structure, which will bring a mixed reaction. There are significant changes to team structure, which is likely to be disruptive and may be considered a negative change by many There is significant change to structure. This change will be perceived negatively by most. There is a risk of staff attrition as a result 1.People increase / reduction change There are low reductions in headcount predicted (~1 FTE), but natural attrition will account for the numbers There are reductions in headcount predicted, but natural attrition will account for the numbers There are reductions in headcount predicted but contractors will account for the numbers There is a significant reduction in headcount predicted. Redeployment & redundancies will need to be factored in There is a large headcount reduction required as part of this change. Significant effort will need to be invested in redeployment / redundancy 5.Culture change Almost no culture change required There are some aspects of the team culture that need to be changed to support this initiative There is a significant cultural shift required in the impacted areas to support this change There is a major cultural change across many teams required to support this change Culture Change required in all impacted groups to support this initiative Size of the change 1 team impacted 1 Business Unit 1 Division Half of the Company Every employee
  • 78.
    78 Company Name Change ImpactAssessment Initiative name: F1.1 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme
  • 79.
    79 Company Name Change ImpactAssessment Initiative name: F1.1 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme The scope of this one pager may vary depending on your situation. We usually have a one-page change impact assessment per initiative, but sometimes, you may decide to have a one-page change impact assessment for multiple initiatives which have been grouped together For this specific document, you may decide to only put a one-page Change Impact Assessment for you top 3 or 5 initiatives, or your top 3 or 5 groups of initiatives. The other one-page Change Impact Assessments can be place in exhibit or in another more detailed document. This really depends on your audience. For example, your CEO may not need to see the details of each single initiative. Best practices
  • 80.
    80 Company Name Change ImpactAssessment Initiative name: F1.2 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme
  • 81.
    81 Company Name Change ImpactAssessment Initiative name: F1.3 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme
  • 82.
    82 Company Name Change ImpactAssessment Initiative name: F1.4 - Insert the name of the initiative Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? Impact intensity Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Group name III. Which groups of people will be impacted by the change? Impact intensity System Business unit 2 Structure Business unit 5 People increase / reduction Business unit 1 Culture Business unit 6 Process Business unit 3 Role Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Caption: Low Moderate Medium High Extreme
  • 83.
    83 Company Name Change ImpactAssessment Matrix Insert your own text to summarize this slide Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company
  • 84.
    84 Company Name Change ImpactAssessment Matrix Insert your own text to summarize this slide Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company Don’t hesitate to change the scale depending on the size or terminology used by your company Tutorial
  • 85.
    85 Company Name Table ofcontents Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 86.
    86 Company Name The ADKARmodel was developed by Jeff Hiatt in 2003 and it was introduced as a practical tool by Prosci. The ADKAR Model will help us support individuals moving through change by identifying our change management objectives and levers. Purpose of the ADKAR Model
  • 87.
    87 Company Name Description ofthe ADKAR Model ADKAR is an acronym Awareness Desire Knowledge Reinforcement Ability CHANGE
  • 88.
    88 Company Name Each oneof the ADKAR Model 5 elements represents a particular objective that the Change Manager will try to achieve. of the need to change Awareness of how to change (and what the change looks like) Knowledge to keep the change in place Reinforcement to implement the change on a day-to-day basis Ability to participate and support the change Desire
  • 89.
    89 Company Name • Managementcommunications • Customer input • Marketplace changes • Ready-access to information • Training and education • Information access • Examples and roles models • Incentives and rewards • Compensation changes • Celebrations • Personal recognition • Practice applying new skills • Practice applying new processes • Coaching • Mentoring • Removal of barriers • Fear of job loss • Discontent with current state • Enhanced job security • Career advancement • Acquisition of power • Incentive or compensation • Affiliation and sense of belonging • Hope in future state • Trust and respect for leadership The ADKAR Model provides a list of enablers for each one of its 5 objectives Awareness Knowledge Reinforcement Ability Desire
  • 90.
    90 Company Name There are5 change management levers that can be used to reach our ADKAR objectives Awareness Knowledge Reinforcement Ability Desire ADKAR Objectives Communications Sponsorship Coaching Resistance Management Training Change Management Levers
  • 91.
    91 Company Name Time nowto focus on Phase II, located in the folder “II - Develop the Change Management Plans” Phase I: Define the Change Management Strategy Phase III: Implement, Track and Manage Progress 1. Company strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Stakeholder management 9. Change sustainment 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase II: Develop the Change Management Plans Top 12 change management frameworks and tools commonly used in most Fortune 500 companies Kotter’s 8 step Model of Change McKinsey 7S framework Burke-Litwin Change Model Prosci 3-phase process The Adkar Change Management Model Lewin's Change Management Model Change commitment curve Change personal transition curve Heart and mind human drivers Innovation adoption curve Maslow’s hierarchy of human needs Four stages of team development
  • 92.
    Thank you foryour attention. www.domontconsulting.com