Presented by
Catherine Smithson
March 2016
Prosci Community of
Practice Webinars
Project Managers and
Change Managers:
partners in project
success
Introducing Being Human
• Founded in 1993
• Our mission: develop
change-capable
people and
organisations so they
achieve the benefits of
change.
• Prosci Affiliate
Australia and New
Zealand.
2
“Change is the law of life. And those who look
only to the past or present are certain to miss
the future.” John F. Kennedy
Prosci by the numbers
•  1994 – Founded in Loveland
(Denver) Colorado, USA
•  8 global Benchmarking
Reports
•  16 years of longitudinal
research
•  3,400+ research participants
•  63 countries
•  80% Fortune 500 companies
•  30,000+ Certified practitioners
worldwide
•  4,000+ Certified practitioners
Australia/New Zealand
3
Build buy in for Change Management with
Project Managers:
Prosci Delivering Project Results Workshop
•  1 day
•  For Project Manager and teams,
IT specialists, BAs
•  Bring a current change
•  Apply tools to see connection
between adoption and usage
and achieving results
•  Includes $300 worth of Prosci
cloud tools
•  Sydney: April 27
•  Melbourne May 17
•  Other dates and locations on
our website
•  In house program also available
4
Prosci 2014 Best Practices in Change
Management Benchmarking Report
• 822 participants
• 63 countries
• Top 3 roles:
•  Change Management team
leader
•  External consultant
•  Project team leader
• 244 pages
• 38 new topics
The largest body of Change Management knowledge in the world.
5
2% 2% 3%
5%
14%
15%
25%
34%
Middle East
Latin America
Asia and Pacific
Islands
Africa
Europe
Canada
Australia and New
Zealand
United States
Snapshot of participants
6
Agenda
•  Quotable quotes
•  Mythbusting
•  Roles and reporting
structures
•  Aligning and integrating
CM and PM
•  Your common challenges
and solutions
•  Q&A
7
Quotable quotes
8
“Change Management is the
warm and fluffy stuff, the soft
side of change ”. 
“As a senior Project Manager I
would never take on a major
project without Change
Management resourcing”.
“The focus of our Executives
shouldn’t be only on building
the solution, we should also
focus on getting our staff to use
the thing!”
“My Project Manager still
thinks Change
Management will slow the
project down and cost
more… it’s hard to get buy
in to do things differently”.
“My Change Manager and I are a
team, partnering to deliver a
change that delivers benefits to the
organisation – not just deliver a
project.”
“Project Management is
about installation, change
Management is about
adoption”.
Busting the myths
•  “Project Managers
manage change.”
•  “Change Management is
part of Project
Management.”
•  “Change Management is
training and
communications”.
•  “Change Management is
an optional add on”.
Organisations change for a reason
PerformancePerformance
>
© Prosci Inc. All rights reserved www.change-management.com
Current
state
Transition
state
Future
state
Organisational change requires
individual change
The individual is the unit of change
© Prosci Inc. All rights reserved www.change-management.com
Success with individual change drives
success with organisational change
Organisational
change
Current Transition Future
Future
Current Transition Future
Current Transition Future
Individual
change
© Prosci Inc. All rights reserved www.change-management.com
If 100% of end users don’t change,
we lose benefits
Organisational
change
Current
Future
Current Transition
Current Transition Future
Individual
change
© Prosci Inc. All rights reserved www.change-management.com
Results and outcomes depend on employee
adoption and usage
Solution must be:
•  Designed
•  Developed
•  Delivered
and
•  Embraced
•  Adopted
•  Used
14
Future
Effectiveness = Quality x Acceptance
General Electric – 1980s
© Prosci Inc. All rights reserved www.change-management.com
15
Focus:
Technical side of moving from
current state to future state
Focus:
People side of moving from
current state to future state
Process:
•  Initiation
•  Planning
•  Executing
•  Monitoring/
controlling
•  Closing
Process:
Organizational:
•  Preparing for
change
•  Managing change
•  Reinforcing
change™
Individual:
•  ADKAR®
Tools:
•  Statement of work
•  Project charter
•  Business case
•  Work breakdown
structure
•  Budget estimations
•  Resource allocation
•  Schedule
•  Tracking
Tools:
•  Individual change model
•  Readiness assessment
•  Communication plans
•  Sponsor roadmaps
•  Coaching plans
•  Training plans
•  Resistance management
•  Reinforcement
Project management
Change management
Current
state
Transition
state
Future
state
Comparing Change Management
and Project Management
© Prosci Inc. All rights reserved www.change-management.com
16
Successful change requires both the technical
and people sides
Current Transition Future
Technical side
People side
Design
Develop
Deliver
Embrace
Adopt
Use
+
© Prosci Inc. All rights reserved www.change-management.com
Prosci global Best Practices snapshot
17
71% of study participants
integrated Project
Management and Change
Management
•  High Project Management
levels contribute to Change
Management success
•  In a small number of
cases, high Project
Management maturity
levels cause Change
Management to be
undervalued.
•  92% of participants integrated
teams, & resources
•  68% integrated processes
•  61% integrated methodologies
•  61% integrated tools
Integrating Project Management
and Change Management
impacted achieving objectives:
•  62% of participants who
integrated, said they met or
exceeded project objectives
•  Only 45% who did not
integrate said they met or
exceeded project objectives
•  99% of participants
integrated at the
implementation phase
•  Only 62% integrated at
project initiation
2014 Best Practices in Change Management Report.
822 participants in 63 countries. Prosci copyright 2013.
20
From the Being Human
Consulting Team
Visit our website blog for complete version of Tips for
Partnering with Project Managers from the
Being Human Consulting team
Tip 1: Show how CM sets them up to succeed
•  Sit down with the PM and explain the
Prosci Project Change Triangle. Ask
them, to complete the PCT assessment,
compare results and discuss where we
differ (which is usually by only a point or
two). Often the Project Management
hasn’t realised how important the
Sponsor is to achieving outcomes.
•  Use the Prosci 5Ps – show how it has a
people lens on what we are doing and is
not a rehash of the project plan.
•  Ask them to tell you how much they think
the benefits depend on people adopting
and using the solution
•  Explain what you’re trying to achieve and
how that will help them succeed as well -
using the slide that shows how project
management fits with change
management on projects
21
Tip 2: Involve the PM in CM activities
•  I invite Project Management to
contribute to Change
Management assessments – e.g.
Prosci People Risk Assessment.
•  Creates ‘buy-in’ and quality data.
•  • The People Risk Assessment
also helps the PM understand the
effort required from a CM
perspective
•  Also involve PM in ADKAR and
PCT assessments during project
lifecycle
•  I list the adoption & usage risks to
the project outcomes (usually
from a discussion with business
and BA's). Set up preliminary
mitigation activities & get buy in
from PM for the value of change
management.
22
Tip 3: . Don’t let ego get in the way of
achieving your outcomes
•  I never have a problem
saying I work for the PM - I’m
not into looking to have a
competition over influence or
power.
•  I’m focused on outcomes and
achieving those outcomes.
•  We are not just the Sponsor's
coach, we are also there to
help the PM look good (and if
that means they take all the
glory, then that's the joy of
being a change manager!).
•  Work together, build their trust
in you as their project partner.
23
Tip 4: Present a united front
•  I I book weekly catch-ups with the
Exec Sponsor/Primary Sponsor
for myself and the Project
Manager.
•  This means I hear the PM’s
update to the Sponsor and they
get to hear what I’m up to. I’ve
always found that it removes the ‘I’
from the conversation and makes
us focus as a team to achieve the
desired results.
•  Have regular catch-ups with the
PM to make sure we are tracking
as expected with the Ability of the
impacted people being achieved
as the PM is ready to go live
24
•  I always make sure my CM activities
are integrated into the project schedule
and reviewed for progress
•  I set up Change Management as a
work package & place all activities/
artifacts & milestones into the project
schedule.
•  Develop an integrated stakeholder
identification & management plan that
includes impacted audiences.
•  Include project communications in this
& then reference the change
management plan for all other
communications and activities.
25
Tip 5: Integrate PM and CM plans
Build buy in for Change Management with
Project Managers:
Prosci Delivering Project Results Workshop
•  1 day
•  For Project Manager and teams,
IT specialists, BAs
•  Bring a current change
•  Apply tools to see connection
between adoption and usage
and achieving results
•  Includes $300 worth of Prosci
cloud tools
•  Sydney: April 27
•  Melbourne May 17
•  Other dates and locations on
our website
•  In house program also available
26
Q&A
More info
28
Being Human
beinghuman.com.au
Visit our website blog for
complete version of Tips for
Partnering with Project
Managers from the Being
Human Consulting team
Prosci
•  change-
management.com
•  prosci.com
•  portal.prosci.com

Partnering with Project Managers Prosci CoP Webinar March 2016

  • 1.
    Presented by Catherine Smithson March2016 Prosci Community of Practice Webinars Project Managers and Change Managers: partners in project success
  • 2.
    Introducing Being Human • Foundedin 1993 • Our mission: develop change-capable people and organisations so they achieve the benefits of change. • Prosci Affiliate Australia and New Zealand. 2 “Change is the law of life. And those who look only to the past or present are certain to miss the future.” John F. Kennedy
  • 3.
    Prosci by thenumbers •  1994 – Founded in Loveland (Denver) Colorado, USA •  8 global Benchmarking Reports •  16 years of longitudinal research •  3,400+ research participants •  63 countries •  80% Fortune 500 companies •  30,000+ Certified practitioners worldwide •  4,000+ Certified practitioners Australia/New Zealand 3
  • 4.
    Build buy infor Change Management with Project Managers: Prosci Delivering Project Results Workshop •  1 day •  For Project Manager and teams, IT specialists, BAs •  Bring a current change •  Apply tools to see connection between adoption and usage and achieving results •  Includes $300 worth of Prosci cloud tools •  Sydney: April 27 •  Melbourne May 17 •  Other dates and locations on our website •  In house program also available 4
  • 5.
    Prosci 2014 BestPractices in Change Management Benchmarking Report • 822 participants • 63 countries • Top 3 roles: •  Change Management team leader •  External consultant •  Project team leader • 244 pages • 38 new topics The largest body of Change Management knowledge in the world. 5 2% 2% 3% 5% 14% 15% 25% 34% Middle East Latin America Asia and Pacific Islands Africa Europe Canada Australia and New Zealand United States
  • 6.
  • 7.
    Agenda •  Quotable quotes • Mythbusting •  Roles and reporting structures •  Aligning and integrating CM and PM •  Your common challenges and solutions •  Q&A 7
  • 8.
    Quotable quotes 8 “Change Managementis the warm and fluffy stuff, the soft side of change ”. “As a senior Project Manager I would never take on a major project without Change Management resourcing”. “The focus of our Executives shouldn’t be only on building the solution, we should also focus on getting our staff to use the thing!” “My Project Manager still thinks Change Management will slow the project down and cost more… it’s hard to get buy in to do things differently”. “My Change Manager and I are a team, partnering to deliver a change that delivers benefits to the organisation – not just deliver a project.” “Project Management is about installation, change Management is about adoption”.
  • 9.
    Busting the myths • “Project Managers manage change.” •  “Change Management is part of Project Management.” •  “Change Management is training and communications”. •  “Change Management is an optional add on”.
  • 10.
    Organisations change fora reason PerformancePerformance > © Prosci Inc. All rights reserved www.change-management.com Current state Transition state Future state
  • 11.
    Organisational change requires individualchange The individual is the unit of change © Prosci Inc. All rights reserved www.change-management.com
  • 12.
    Success with individualchange drives success with organisational change Organisational change Current Transition Future Future Current Transition Future Current Transition Future Individual change © Prosci Inc. All rights reserved www.change-management.com
  • 13.
    If 100% ofend users don’t change, we lose benefits Organisational change Current Future Current Transition Current Transition Future Individual change © Prosci Inc. All rights reserved www.change-management.com
  • 14.
    Results and outcomesdepend on employee adoption and usage Solution must be: •  Designed •  Developed •  Delivered and •  Embraced •  Adopted •  Used 14 Future Effectiveness = Quality x Acceptance General Electric – 1980s © Prosci Inc. All rights reserved www.change-management.com
  • 15.
    15 Focus: Technical side ofmoving from current state to future state Focus: People side of moving from current state to future state Process: •  Initiation •  Planning •  Executing •  Monitoring/ controlling •  Closing Process: Organizational: •  Preparing for change •  Managing change •  Reinforcing change™ Individual: •  ADKAR® Tools: •  Statement of work •  Project charter •  Business case •  Work breakdown structure •  Budget estimations •  Resource allocation •  Schedule •  Tracking Tools: •  Individual change model •  Readiness assessment •  Communication plans •  Sponsor roadmaps •  Coaching plans •  Training plans •  Resistance management •  Reinforcement Project management Change management Current state Transition state Future state Comparing Change Management and Project Management © Prosci Inc. All rights reserved www.change-management.com
  • 16.
    16 Successful change requiresboth the technical and people sides Current Transition Future Technical side People side Design Develop Deliver Embrace Adopt Use + © Prosci Inc. All rights reserved www.change-management.com
  • 17.
    Prosci global BestPractices snapshot 17 71% of study participants integrated Project Management and Change Management •  High Project Management levels contribute to Change Management success •  In a small number of cases, high Project Management maturity levels cause Change Management to be undervalued. •  92% of participants integrated teams, & resources •  68% integrated processes •  61% integrated methodologies •  61% integrated tools Integrating Project Management and Change Management impacted achieving objectives: •  62% of participants who integrated, said they met or exceeded project objectives •  Only 45% who did not integrate said they met or exceeded project objectives •  99% of participants integrated at the implementation phase •  Only 62% integrated at project initiation 2014 Best Practices in Change Management Report. 822 participants in 63 countries. Prosci copyright 2013.
  • 20.
    20 From the BeingHuman Consulting Team Visit our website blog for complete version of Tips for Partnering with Project Managers from the Being Human Consulting team
  • 21.
    Tip 1: Showhow CM sets them up to succeed •  Sit down with the PM and explain the Prosci Project Change Triangle. Ask them, to complete the PCT assessment, compare results and discuss where we differ (which is usually by only a point or two). Often the Project Management hasn’t realised how important the Sponsor is to achieving outcomes. •  Use the Prosci 5Ps – show how it has a people lens on what we are doing and is not a rehash of the project plan. •  Ask them to tell you how much they think the benefits depend on people adopting and using the solution •  Explain what you’re trying to achieve and how that will help them succeed as well - using the slide that shows how project management fits with change management on projects 21
  • 22.
    Tip 2: Involvethe PM in CM activities •  I invite Project Management to contribute to Change Management assessments – e.g. Prosci People Risk Assessment. •  Creates ‘buy-in’ and quality data. •  • The People Risk Assessment also helps the PM understand the effort required from a CM perspective •  Also involve PM in ADKAR and PCT assessments during project lifecycle •  I list the adoption & usage risks to the project outcomes (usually from a discussion with business and BA's). Set up preliminary mitigation activities & get buy in from PM for the value of change management. 22
  • 23.
    Tip 3: .Don’t let ego get in the way of achieving your outcomes •  I never have a problem saying I work for the PM - I’m not into looking to have a competition over influence or power. •  I’m focused on outcomes and achieving those outcomes. •  We are not just the Sponsor's coach, we are also there to help the PM look good (and if that means they take all the glory, then that's the joy of being a change manager!). •  Work together, build their trust in you as their project partner. 23
  • 24.
    Tip 4: Presenta united front •  I I book weekly catch-ups with the Exec Sponsor/Primary Sponsor for myself and the Project Manager. •  This means I hear the PM’s update to the Sponsor and they get to hear what I’m up to. I’ve always found that it removes the ‘I’ from the conversation and makes us focus as a team to achieve the desired results. •  Have regular catch-ups with the PM to make sure we are tracking as expected with the Ability of the impacted people being achieved as the PM is ready to go live 24
  • 25.
    •  I alwaysmake sure my CM activities are integrated into the project schedule and reviewed for progress •  I set up Change Management as a work package & place all activities/ artifacts & milestones into the project schedule. •  Develop an integrated stakeholder identification & management plan that includes impacted audiences. •  Include project communications in this & then reference the change management plan for all other communications and activities. 25 Tip 5: Integrate PM and CM plans
  • 26.
    Build buy infor Change Management with Project Managers: Prosci Delivering Project Results Workshop •  1 day •  For Project Manager and teams, IT specialists, BAs •  Bring a current change •  Apply tools to see connection between adoption and usage and achieving results •  Includes $300 worth of Prosci cloud tools •  Sydney: April 27 •  Melbourne May 17 •  Other dates and locations on our website •  In house program also available 26
  • 27.
  • 28.
    More info 28 Being Human beinghuman.com.au Visitour website blog for complete version of Tips for Partnering with Project Managers from the Being Human Consulting team Prosci •  change- management.com •  prosci.com •  portal.prosci.com