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Copyright Prosci 2015. All rights reserved.
Research | Methodology | Training | Advisory Services
www.prosci.com | 970-203-9332
Prosci
®
1
Change
Catalyzing
Questions
Why– Who – How Much – What
The Conference Board
Product & Services Development Council
April 30, 2015
Copyright Prosci 2015. All rights reserved.
PREMISE:
The results and outcomes
of your change efforts
are directly impacted
by how well you manage
individual transitions
2
Copyright Prosci 2015. All rights reserved.
Bigger
Change
3
More
Complex
Change
More
Cross
Functional
Faster
Change
Copyright Prosci 2015. All rights reserved.
Ownership
Accountability
Empowerment
Consistency
Predictability
Control
4
Copyright Prosci 2015. All rights reserved.
V.U.C.A. World
5
Copyright Prosci 2015. All rights reserved.6
What are the biggest changes
you expect to face in the
next 3 to 24 months?
Copyright Prosci 2015. All rights reserved.7
Copyright Prosci 2015. All rights reserved.
The achievements
of an organization
are the results of
the combined
effort of each
individual.
Vince Lombardi
8
Copyright Prosci 2015. All rights reserved.
Current Transition Future
TC F
C C C C C
C C C C C
C C C C
C C C C C
C C C C C
T T T T
T T T T T
T T T
T T T T
T T T T T
F F F
F F F F
F F
F F F
F F F F
T
T
T
F
F
F
F
F
F
F
F
Ultimately requires individuals to move
from their own current to their own future
An organizational move from the current to the future
9
Copyright Prosci 2015. All rights reserved.
The Gap
A great idea
An innovative
outreach
effort
An effectively
managed
project
Results and
outcomes
Benefit
realization
Sustained
improvement
EMPLOYEE
ADOPTION
AND USAGE
OF THE
SOLUTION
10
Copyright Prosci 2015. All rights reserved.
TransitionCurrent Future
Employee Individual Transitions
Impact Results and Outcomes
WithchangemanagementWithout
=
X project
benefits
created
Current FutureTransition
Individual
transisions
gets bumpy
Individual
transitions
takes longer
Individual
transitions
incomplete
Individual
transitions
not as expected
<X
11
Copyright Prosci 2015. All rights reserved.12
What tangible consequences of
“bumpy transitions” and
“swiss cheese futures”
have you seen in your work?
Copyright Prosci 2015. All rights reserved.
Change management helps
mitigate mission critical project risks
13
Copyright Prosci 2015. All rights reserved.
Successful change requires both
the technical and people sides
Current Transition Future
Technical side
People side
Design
Develop
Deliver
Embrace
Adopt
Use
Results
Outcomes
Success
=+
Installation*
Realization*
* Daryl Conner
14
Copyright Prosci 2015. All rights reserved.15
Change
Catalyzing
Questions
Why– Who – How Much – What
Copyright Prosci 2015. All rights reserved.
Change Management Blueprint
Achieving Results By Catalyzing Individual Change
Why
are we changing?
Who
has to do their
jobs differently?
How
Much
depends on
individual
transitions?
What
can we do to drive and support adoption and usage?
16
Copyright Prosci 2015. All rights reserved.17
It is not the
answer that
enlightens, but
the question.
Eugène Ionesco
Copyright Prosci 2015. All rights reserved.
Change Management Blueprint
Achieving Results By Catalyzing Individual Change
Why
are we changing?
Who
has to do their
jobs differently?
How
Much
depends on
individual
transitions?
What
can we do to drive and support adoption and usage?
18
Copyright Prosci 2015. All rights reserved.
Why Are We Changing?
0
200
400
600
800
Future
Organizational Benefits Project Objectives
Revenue
Costs
Profits
Efficiencies
Compliance
Safety
Process Excellence
Customer Satisfaction
Specific metrics and
measurements for
improvement
How work will be different
after the change
19
Copyright Prosci 2015. All rights reserved.
Why Are We Changing?
Project
Objectives
1. ?
2. ?
3. ?
4. ?
5. ?
Your Project
Organizational
Benefits
1. ?
2. ?
3. ?
4. ?
5. ?
20
Copyright Prosci 2015. All rights reserved.21
On a scale of 1 (muddy) to 10 (crystal): how
clearly are organizational benefits and
project objectives defined on your efforts?
Copyright Prosci 2015. All rights reserved.
Definition of Goals and
Objectives Drives Results
22
Poorly
Defined
Goals and
Objectives
Adequately
Defined
Well
Defined
Very
Well
Defined
= met objectives= exceeded objectives
Copyright Prosci 2015. All rights reserved.
Change Management Blueprint
Achieving Results By Catalyzing Individual Change
Why
are we changing?
Who
has to do their
jobs differently?
How
Much
depends on
individual
transitions?
What
can we do to drive and support adoption and usage?
23
Copyright Prosci 2015. All rights reserved.
Who Has to Do Their
Jobs Differently?
Future
F F F F
F F F F
F F F
F F F
F F F F
F
F
F
F
F
F
F
Future
Organizational
Benefits
and Project
Objectives
Individual
Transitions
(adoption and usage)
depend on
and require
Project
Objectives
1.
2.
3.
4.
5.
Organizational
Benefits
1.
2.
3.
4.
5.
24
Copyright Prosci 2015. All rights reserved.
Who Has to Do Their
Jobs Differently?
Individual Transitions
Group What does “to adopt and use” mean for this group?
Group What does “to adopt and use” mean for this group?
Group What does “to adopt and use” mean for this group?
Group What does “to adopt and use” mean for this group?
Group What does “to adopt and use” mean for this group?
25
Copyright Prosci 2015. All rights reserved.26
Aspects of a
person’s job
you can impact
Processes
Systems
Tools
Job
roles
Critical
behaviors
Mindset/
Attitudes/
Beliefs
Reporting
structure
Performance
reviews
Compensation
Location
Copyright Prosci 2015. All rights reserved.
Who Has to Do Their
Jobs Differently?
Group
What “to adopt
and use” mean?
How big of
an impact?
Aspects of
job impacted
Processes
Systems
Tools
Job roles
Critical behaviors
Mindset/Attitude/Belief
Reporting structure
Performance reviews
Compensation
Location
27
Copyright Prosci 2015. All rights reserved.28
On a scale of 1 (never) to 10 (always):
do you define change at the
granular, individual level?
Copyright Prosci 2015. All rights reserved.29
Just because it is
common sense
does not mean it is
common practice!
Will Rogers
Copyright Prosci 2015. All rights reserved.
Change Management Blueprint
Achieving Results By Catalyzing Individual Change
Why
are we changing?
Who
has to do their
jobs differently?
How
Much
depends on
individual
transitions?
What
can we do to drive and support adoption and usage?
30
Copyright Prosci 2015. All rights reserved.
Future
Future
Adoption
contribution
How Much Depends on
Individual Transitions?
Net Project Benefit
Dependent on
adoption and
usage
Not dependent
on adoption
and usage
Installation
contribution
ROI =
Expected Project Benefit – Project Cost
Project Cost
Net Project Benefit
Project Cost
=
31
Copyright Prosci 2015. All rights reserved.
How Much Depends on
Individual Transitions?
Value/benefit
you expect from
the change effort
(Project ROI)
Portion of benefit
that depends on
individual transitions
(CMROI)
“People Dependency”
None AllHighLow Medium
32
Copyright Prosci 2015. All rights reserved.
Example: EHR in ACME Health
Results
Project
Objectives
1. Meaningful use incentives 4 High 35%
2. One patient, one chart 6 High 25%
3. Billing and claim error reduction 6 High 35%
4. Physician communication 5 High 10%
5. Modernization of platform 3 Low 90%
Organizational
Benefits
1. Patient throughput and experience 9 All 0%
2. Lower cost, higher revenue 6 Low 75%
3. Risk and fine reduction 7 High 35%
4. Clinical best practices 3 All 0%
5. Patient empowerment 8 Low 65%
64%
Of what you expect
from this effort
depends on employee
adoption and usage
Adoption
contribution
Installation
contribution
100%
50%
36%
33
Copyright Prosci 2015. All rights reserved.
How Much Depends on
Adoption and Usage?
Project
Objectives
1.
2.
3.
4.
5.
Organizational
Benefits
1.
2.
3.
4.
5.
Indicate how dependent
this benefit or objective
is on PEOPLE
ADOPTING AND USING
THE CHANGE
34
Project
Objectives
1.
2.
3.
4.
5.
Organizational
Benefits
1.
2.
3.
4.
5.
Copyright Prosci 2015. All rights reserved.35
For a project you are working on right now,
estimate the overall percent of expected
results and outcomes that depend on
employee adoption and usage:
Copyright Prosci 2015. All rights reserved.
Gartner BPM Summit
Dec 12, 2014
Prosci Webinar
Feb 11, 2015
36
Copyright Prosci 2015. All rights reserved.
Change Management Blueprint
Achieving Results By Catalyzing Individual Change
Why
are we changing?
Who
has to do their
jobs differently?
How
Much
depends on
individual
transitions?
What
can we do to drive and support adoption and usage?
37
Copyright Prosci 2015. All rights reserved.
What Can We Do To Drive and
Support Adoption and Usage?
CHANGE
MANAGEMENT
38
Copyright Prosci 2015. All rights reserved.
M T W R F
An email on Monday
for training on Tuesday
for “go live” on Wednesday
is NOT the way to prepare
and equip individuals to
successfully change
39
Copyright Prosci 2015. All rights reserved.
For your project, estimate the percent of
overall results and outcomes that depend on
employee adoption and usage:
How much are you investing (budget, people, energy) in
driving and supporting employee adoption and usage:
depends on
adoption
and usage
invested in
adoption
and usage
40
Copyright Prosci 2015. All rights reserved.
Change management:
CHānj ‘manijmǝnt
41
Catalyzing
individual transitions
to deliver
organizational results
Copyright Prosci 2015. All rights reserved.
How does
this person
make a
successful
personal
change?
42
Copyright Prosci 2015. All rights reserved.
PUNCHLINE
With an understanding and framework
for how individuals make a change
successfully, you can catalyze and
support employees’ individual
transitions to capture project
results and outcome
43
Copyright Prosci 2015. All rights reserved.
Prosci
®
ADKAR
®
Model
R
A
K
D
A
Reinforcement
To sustain the change
Ability
To implement required skills and behaviors
Knowledge
On how to change
Desire
To participate and support the change
Awareness
Of the need for change
44
Copyright Prosci 2015. All rights reserved.
Prosci
®
ADKAR
®
Model
R
A
K
D
A
Reinforcement
“I will continue to…”
Ability
“I am able to…”
Knowledge
“I know how to…”
Desire
“I have decided to…”
Awareness
“I understand why…”
45
Copyright Prosci 2015. All rights reserved.
ADKAR Defines Success: For One
Person or Organization-Wide Changes
46
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Change with
one person
Or five
people…
Or twenty
people…
Or 1000
people…
Copyright Prosci 2015. All rights reserved.
Testimonial
47
Jim Fitzhenry
Copyright Prosci 2015. All rights reserved.
PUNCHLINE
There are concrete, research-based,
repeatable action steps you apply on
your projects and initiatives to
equip, enable and encourage
individual transitions - that is what
applying a structured approach to
change management really means
48
Copyright Prosci 2015. All rights reserved.
Aligning CM to Project Lifecycle
49
Initiate Plan Design Develop Deploy
“Go Live”Kick off
Phase 3:
Reinforcing
Change
Phase 2:
Managing
Change
Phase 1:
Preparing
for Change
A D K A R
Strategy Plans Measures
General
Project
Lifecycle
Individual
Change Journey
Milestones
Organizational
Change Mgmt
Activities
Major events
Prosci®
ADKAR ®
Model
Prosci®
3-Phase
Process
Copyright Prosci 2015. All rights reserved.
Aligning CM to Project Lifecycle
50
Initiate Plan Design Develop Deploy
“Go Live”Kick off
Phase 2:
Plans
General
Project
Lifecycle
Individual
Change Journey
Milestones
Organizational
Change Mgmt
Activities
Major events
Prosci®
ADKAR ®
Model
Prosci®
3-Phase
Process
AD RKA
Copyright Prosci 2015. All rights reserved.
Aligning CM to Project Lifecycle
Initiate Plan Design Develop Deploy
A D K A RAK AKAccounting
51
Copyright Prosci 2015. All rights reserved.
Initiate Plan Design Develop Deploy
A D K A R
A
A
N. America
Europe
Asia
A D K
A D K
R
R
Aligning CM to Project Lifecycle
52
Copyright Prosci 2015. All rights reserved.
Initiate Plan Design Develop Deploy
1
A D RProgram
Project 1 K R
Project 2
Project 3
Project 4
A
R
R
R
2
A
4
A
3
A
K
K
K
Aligning CM to Project Lifecycle
53
Copyright Prosci 2015. All rights reserved.
Aligning CM to Project Lifecycle
54
Initiate Plan Design Develop Deploy
“Go Live”Kick off
Phase 3:
Reinforcing
Change
Phase 2:
Managing
Change
Phase 1:
Preparing
for Change
A D K A R
Strategy Plans Measures
General
Project
Lifecycle
Individual
Change Journey
Milestones
Organizational
Change Mgmt
Activities
Major events
Prosci®
ADKAR ®
Model
Prosci®
3-Phase
Process
Copyright Prosci 2015. All rights reserved.
Implementation Activities
Drive Individual Milestones
Individual:
Awareness Desire Knowledge Ability Reinforcement
Communication plan
Sponsor roadmap
Coaching plan
Training plan
Resistance Mgmt
Organizational:
55
Copyright Prosci 2015. All rights reserved.
Change Management Performance
Top Contributors to Success
56
Sponsorship
Communications
Middle Management
Engagement
Employee
Engagement
Change Management
Approach
Change Management
Resources
Integrating with PM
The Goal:
Employee
adoption
and
usage
Top Contributors to Success – Relationship to Adoption and Usage
Copyright © 2014 Prosci Inc. Best Practices in Change Management – 2014 Edition
Copyright Prosci 2015. All rights reserved.
Initiate Plan Design Develop Deploy Sustain
57
Project
Health
Change
Scorecard
Best Practice
Alignment
CMROI
Calculation
ADKAR
Progress
Adoption
contribution
Installation
contribution
100%
50%
36%
3-Phase
Process
Phase 1:
Preparing for Change
Phase 2:
Managing Change
Phase 3:
Reinforcing Change
Empowering Resources applied across the project lifecycle
to catalyze adoption, results and value
Copyright Prosci 2015. All rights reserved.
What role do
you play in
helping this
person
change?
58
Copyright Prosci 2015. All rights reserved.
PUNCHLINE
As a leader in the organization, you
play an active role in catalyzing
individual change because people
look to and listen to you
You play a crucial and active role
(ABCs) in driving successful change
59
Copyright Prosci 2015. All rights reserved.60
In all 8 of Prosci’s studies,
active and visible executive
sponsorship was the #1
contributor to success
Copyright Prosci 2015. All rights reserved.
Three Roles of Sponsors
ABCs of Sponsorship
#1 Active and visible participation throughout
#2 Build a coalition of sponsorship
#3 Communicate directly with employees
61
It’s not just signing checks and charters
Copyright Prosci 2015. All rights reserved.
Active and Visible
Participation Throughout
Role and
Responsibilities
Title
62
Copyright Prosci 2015. All rights reserved.
Build a Coalition
of Support
HR Finance Programs West Central
63
East
Copyright Prosci 2015. All rights reserved.
Communicate Directly
With Employees & Members
Why?
Why now?
What if we don’t?
64
Copyright Prosci 2015. All rights reserved.
Biggest Sponsor Mistakes
65
Mistake #1: Failed to remain
visible and engaged
throughout the project
Mistake #2: Failed to
demonstrate
support for the project
in words and actions
Mistake #3: Failed to
effectively
communicate messages
about the need for change
Mistake #4: Ignored the
people side of change
Mistake #5: Delegated or abdicated
the sponsorship role and responsibilities
Copyright Prosci 2015. All rights reserved.
Change management:
CHānj ‘manijmǝnt
66
Catalyzing
individual transitions
to deliver
organizational results
Copyright Prosci 2015. All rights reserved.67
16%
46%
77%
96%
0%
20%
40%
60%
80%
100%
Poor Fair Good Excellent
(n=244) (n=653) (n=834) (n=165)
Prosci 2014 Benchmarking Data
Copyright © Prosci Inc. All rights reserved.
Data from 2007, 2009, 2011, 2013.
Percent of Study Participants
Who Met or Exceeded Project Objectives
Change Management Effectiveness
67
Copyright Prosci 2015. All rights reserved.68
16%
32%
54%
72%
0%
20%
40%
60%
80%
100%
Poor Fair Good Excellent
(n=293) (n=793) (n=1032) (n=181)
Percent of Study Participants
Who Were On or Ahead of Schedule
Change Management Effectiveness
Prosci 2014 Benchmarking Data
Copyright © Prosci Inc. All rights reserved.
Data from 2007, 2009, 2011, 2013.
68
Copyright Prosci 2015. All rights reserved.69
48%
63%
71%
81%
0%
20%
40%
60%
80%
100%
Poor Fair Good Excellent
(n=258) (n=737) (n=1001) (n=180)
Percent of Study Participants
Who Were On or Ahead of Budget
Change Management Effectiveness
Prosci 2014 Benchmarking Data
Copyright © Prosci Inc. All rights reserved.
Data from 2007, 2009, 2011, 2013.
69
Copyright Prosci 2015. All rights reserved.
Time
Impact
Copyright Prosci 2015. All rights reserved.
C C C T T T T F F F
C C C T T T T F F F
C C C T T T T F F F
C C C C T T T T F F F F C C T T T T F F F F F F
C C C C T T T T F F F F C C T T T T F F F F F F
C C C C T T T T F F F F C C T T T T F F F F F F
C C C C T T T T F F F F C C T T T T F F F F F F
C C T T F F T T F F T T F F T T F F T T F F T T F
C C T T F F T T F F T T F F T T F F T T F F T T F
C C C C T T T T T F F F F F F C C T T T F F
C C C C T T T T T F F F F F F C C T T T F F
C C T T F F F C C C T T F F F C C T T
C C T T F F F C C C T T F F F C C T T
C C T T F F F C C C T T F F F C C T T
T T F F F C C T T T T T F F F F F T F T F T
T T F F F C C T T T T T F F F F F T F T F T
Time
Impact
Copyright Prosci 2015. All rights reserved.
Time
Impact
Copyright Prosci 2015. All rights reserved.
Change Management Blueprint
Achieving Results By Catalyzing Individual Change
Why
are we changing?
Who
has to do their
jobs differently?
How
Much
depends on
individual
transitions?
What
can we do to drive and support adoption and usage?
73
Copyright Prosci 2015. All rights reserved.
PUNCHLINE
You can drive more successful change
when you begin answering:
WHY
HOW MUCH
WHO
WHAT
74
Why
are we changing?
Who
has to do their
jobs differently?
How
Much
depends on
individual
transitions?
What
can we do to drive and support adoption and usage?
Copyright Prosci 2015. All rights reserved.
1367 South Garfield Ave
Loveland, Colorado, USA 80537
+1 970-203-9332
www.prosci.com
www.change-management.com
The following are trademarks or registered trademarks of Prosci, Inc. All rights reserved. Prosci®; Project Change Triangle™ (PCT™); Awareness Desire Knowledge Ability Reinforcement®;
ADKAR®; Prosci® Change Management Maturity Model™; Preparing for Change, Managing Change, Reinforcing Change™
75

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Product and Service Development Council - Prosci Presentation

  • 1. Copyright Prosci 2015. All rights reserved. Research | Methodology | Training | Advisory Services www.prosci.com | 970-203-9332 Prosci ® 1 Change Catalyzing Questions Why– Who – How Much – What The Conference Board Product & Services Development Council April 30, 2015
  • 2. Copyright Prosci 2015. All rights reserved. PREMISE: The results and outcomes of your change efforts are directly impacted by how well you manage individual transitions 2
  • 3. Copyright Prosci 2015. All rights reserved. Bigger Change 3 More Complex Change More Cross Functional Faster Change
  • 4. Copyright Prosci 2015. All rights reserved. Ownership Accountability Empowerment Consistency Predictability Control 4
  • 5. Copyright Prosci 2015. All rights reserved. V.U.C.A. World 5
  • 6. Copyright Prosci 2015. All rights reserved.6 What are the biggest changes you expect to face in the next 3 to 24 months?
  • 7. Copyright Prosci 2015. All rights reserved.7
  • 8. Copyright Prosci 2015. All rights reserved. The achievements of an organization are the results of the combined effort of each individual. Vince Lombardi 8
  • 9. Copyright Prosci 2015. All rights reserved. Current Transition Future TC F C C C C C C C C C C C C C C C C C C C C C C C C T T T T T T T T T T T T T T T T T T T T T F F F F F F F F F F F F F F F F T T T F F F F F F F F Ultimately requires individuals to move from their own current to their own future An organizational move from the current to the future 9
  • 10. Copyright Prosci 2015. All rights reserved. The Gap A great idea An innovative outreach effort An effectively managed project Results and outcomes Benefit realization Sustained improvement EMPLOYEE ADOPTION AND USAGE OF THE SOLUTION 10
  • 11. Copyright Prosci 2015. All rights reserved. TransitionCurrent Future Employee Individual Transitions Impact Results and Outcomes WithchangemanagementWithout = X project benefits created Current FutureTransition Individual transisions gets bumpy Individual transitions takes longer Individual transitions incomplete Individual transitions not as expected <X 11
  • 12. Copyright Prosci 2015. All rights reserved.12 What tangible consequences of “bumpy transitions” and “swiss cheese futures” have you seen in your work?
  • 13. Copyright Prosci 2015. All rights reserved. Change management helps mitigate mission critical project risks 13
  • 14. Copyright Prosci 2015. All rights reserved. Successful change requires both the technical and people sides Current Transition Future Technical side People side Design Develop Deliver Embrace Adopt Use Results Outcomes Success =+ Installation* Realization* * Daryl Conner 14
  • 15. Copyright Prosci 2015. All rights reserved.15 Change Catalyzing Questions Why– Who – How Much – What
  • 16. Copyright Prosci 2015. All rights reserved. Change Management Blueprint Achieving Results By Catalyzing Individual Change Why are we changing? Who has to do their jobs differently? How Much depends on individual transitions? What can we do to drive and support adoption and usage? 16
  • 17. Copyright Prosci 2015. All rights reserved.17 It is not the answer that enlightens, but the question. Eugène Ionesco
  • 18. Copyright Prosci 2015. All rights reserved. Change Management Blueprint Achieving Results By Catalyzing Individual Change Why are we changing? Who has to do their jobs differently? How Much depends on individual transitions? What can we do to drive and support adoption and usage? 18
  • 19. Copyright Prosci 2015. All rights reserved. Why Are We Changing? 0 200 400 600 800 Future Organizational Benefits Project Objectives Revenue Costs Profits Efficiencies Compliance Safety Process Excellence Customer Satisfaction Specific metrics and measurements for improvement How work will be different after the change 19
  • 20. Copyright Prosci 2015. All rights reserved. Why Are We Changing? Project Objectives 1. ? 2. ? 3. ? 4. ? 5. ? Your Project Organizational Benefits 1. ? 2. ? 3. ? 4. ? 5. ? 20
  • 21. Copyright Prosci 2015. All rights reserved.21 On a scale of 1 (muddy) to 10 (crystal): how clearly are organizational benefits and project objectives defined on your efforts?
  • 22. Copyright Prosci 2015. All rights reserved. Definition of Goals and Objectives Drives Results 22 Poorly Defined Goals and Objectives Adequately Defined Well Defined Very Well Defined = met objectives= exceeded objectives
  • 23. Copyright Prosci 2015. All rights reserved. Change Management Blueprint Achieving Results By Catalyzing Individual Change Why are we changing? Who has to do their jobs differently? How Much depends on individual transitions? What can we do to drive and support adoption and usage? 23
  • 24. Copyright Prosci 2015. All rights reserved. Who Has to Do Their Jobs Differently? Future F F F F F F F F F F F F F F F F F F F F F F F F F Future Organizational Benefits and Project Objectives Individual Transitions (adoption and usage) depend on and require Project Objectives 1. 2. 3. 4. 5. Organizational Benefits 1. 2. 3. 4. 5. 24
  • 25. Copyright Prosci 2015. All rights reserved. Who Has to Do Their Jobs Differently? Individual Transitions Group What does “to adopt and use” mean for this group? Group What does “to adopt and use” mean for this group? Group What does “to adopt and use” mean for this group? Group What does “to adopt and use” mean for this group? Group What does “to adopt and use” mean for this group? 25
  • 26. Copyright Prosci 2015. All rights reserved.26 Aspects of a person’s job you can impact Processes Systems Tools Job roles Critical behaviors Mindset/ Attitudes/ Beliefs Reporting structure Performance reviews Compensation Location
  • 27. Copyright Prosci 2015. All rights reserved. Who Has to Do Their Jobs Differently? Group What “to adopt and use” mean? How big of an impact? Aspects of job impacted Processes Systems Tools Job roles Critical behaviors Mindset/Attitude/Belief Reporting structure Performance reviews Compensation Location 27
  • 28. Copyright Prosci 2015. All rights reserved.28 On a scale of 1 (never) to 10 (always): do you define change at the granular, individual level?
  • 29. Copyright Prosci 2015. All rights reserved.29 Just because it is common sense does not mean it is common practice! Will Rogers
  • 30. Copyright Prosci 2015. All rights reserved. Change Management Blueprint Achieving Results By Catalyzing Individual Change Why are we changing? Who has to do their jobs differently? How Much depends on individual transitions? What can we do to drive and support adoption and usage? 30
  • 31. Copyright Prosci 2015. All rights reserved. Future Future Adoption contribution How Much Depends on Individual Transitions? Net Project Benefit Dependent on adoption and usage Not dependent on adoption and usage Installation contribution ROI = Expected Project Benefit – Project Cost Project Cost Net Project Benefit Project Cost = 31
  • 32. Copyright Prosci 2015. All rights reserved. How Much Depends on Individual Transitions? Value/benefit you expect from the change effort (Project ROI) Portion of benefit that depends on individual transitions (CMROI) “People Dependency” None AllHighLow Medium 32
  • 33. Copyright Prosci 2015. All rights reserved. Example: EHR in ACME Health Results Project Objectives 1. Meaningful use incentives 4 High 35% 2. One patient, one chart 6 High 25% 3. Billing and claim error reduction 6 High 35% 4. Physician communication 5 High 10% 5. Modernization of platform 3 Low 90% Organizational Benefits 1. Patient throughput and experience 9 All 0% 2. Lower cost, higher revenue 6 Low 75% 3. Risk and fine reduction 7 High 35% 4. Clinical best practices 3 All 0% 5. Patient empowerment 8 Low 65% 64% Of what you expect from this effort depends on employee adoption and usage Adoption contribution Installation contribution 100% 50% 36% 33
  • 34. Copyright Prosci 2015. All rights reserved. How Much Depends on Adoption and Usage? Project Objectives 1. 2. 3. 4. 5. Organizational Benefits 1. 2. 3. 4. 5. Indicate how dependent this benefit or objective is on PEOPLE ADOPTING AND USING THE CHANGE 34 Project Objectives 1. 2. 3. 4. 5. Organizational Benefits 1. 2. 3. 4. 5.
  • 35. Copyright Prosci 2015. All rights reserved.35 For a project you are working on right now, estimate the overall percent of expected results and outcomes that depend on employee adoption and usage:
  • 36. Copyright Prosci 2015. All rights reserved. Gartner BPM Summit Dec 12, 2014 Prosci Webinar Feb 11, 2015 36
  • 37. Copyright Prosci 2015. All rights reserved. Change Management Blueprint Achieving Results By Catalyzing Individual Change Why are we changing? Who has to do their jobs differently? How Much depends on individual transitions? What can we do to drive and support adoption and usage? 37
  • 38. Copyright Prosci 2015. All rights reserved. What Can We Do To Drive and Support Adoption and Usage? CHANGE MANAGEMENT 38
  • 39. Copyright Prosci 2015. All rights reserved. M T W R F An email on Monday for training on Tuesday for “go live” on Wednesday is NOT the way to prepare and equip individuals to successfully change 39
  • 40. Copyright Prosci 2015. All rights reserved. For your project, estimate the percent of overall results and outcomes that depend on employee adoption and usage: How much are you investing (budget, people, energy) in driving and supporting employee adoption and usage: depends on adoption and usage invested in adoption and usage 40
  • 41. Copyright Prosci 2015. All rights reserved. Change management: CHānj ‘manijmǝnt 41 Catalyzing individual transitions to deliver organizational results
  • 42. Copyright Prosci 2015. All rights reserved. How does this person make a successful personal change? 42
  • 43. Copyright Prosci 2015. All rights reserved. PUNCHLINE With an understanding and framework for how individuals make a change successfully, you can catalyze and support employees’ individual transitions to capture project results and outcome 43
  • 44. Copyright Prosci 2015. All rights reserved. Prosci ® ADKAR ® Model R A K D A Reinforcement To sustain the change Ability To implement required skills and behaviors Knowledge On how to change Desire To participate and support the change Awareness Of the need for change 44
  • 45. Copyright Prosci 2015. All rights reserved. Prosci ® ADKAR ® Model R A K D A Reinforcement “I will continue to…” Ability “I am able to…” Knowledge “I know how to…” Desire “I have decided to…” Awareness “I understand why…” 45
  • 46. Copyright Prosci 2015. All rights reserved. ADKAR Defines Success: For One Person or Organization-Wide Changes 46 R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D AR A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D AR A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A R A K D A Change with one person Or five people… Or twenty people… Or 1000 people…
  • 47. Copyright Prosci 2015. All rights reserved. Testimonial 47 Jim Fitzhenry
  • 48. Copyright Prosci 2015. All rights reserved. PUNCHLINE There are concrete, research-based, repeatable action steps you apply on your projects and initiatives to equip, enable and encourage individual transitions - that is what applying a structured approach to change management really means 48
  • 49. Copyright Prosci 2015. All rights reserved. Aligning CM to Project Lifecycle 49 Initiate Plan Design Develop Deploy “Go Live”Kick off Phase 3: Reinforcing Change Phase 2: Managing Change Phase 1: Preparing for Change A D K A R Strategy Plans Measures General Project Lifecycle Individual Change Journey Milestones Organizational Change Mgmt Activities Major events Prosci® ADKAR ® Model Prosci® 3-Phase Process
  • 50. Copyright Prosci 2015. All rights reserved. Aligning CM to Project Lifecycle 50 Initiate Plan Design Develop Deploy “Go Live”Kick off Phase 2: Plans General Project Lifecycle Individual Change Journey Milestones Organizational Change Mgmt Activities Major events Prosci® ADKAR ® Model Prosci® 3-Phase Process AD RKA
  • 51. Copyright Prosci 2015. All rights reserved. Aligning CM to Project Lifecycle Initiate Plan Design Develop Deploy A D K A RAK AKAccounting 51
  • 52. Copyright Prosci 2015. All rights reserved. Initiate Plan Design Develop Deploy A D K A R A A N. America Europe Asia A D K A D K R R Aligning CM to Project Lifecycle 52
  • 53. Copyright Prosci 2015. All rights reserved. Initiate Plan Design Develop Deploy 1 A D RProgram Project 1 K R Project 2 Project 3 Project 4 A R R R 2 A 4 A 3 A K K K Aligning CM to Project Lifecycle 53
  • 54. Copyright Prosci 2015. All rights reserved. Aligning CM to Project Lifecycle 54 Initiate Plan Design Develop Deploy “Go Live”Kick off Phase 3: Reinforcing Change Phase 2: Managing Change Phase 1: Preparing for Change A D K A R Strategy Plans Measures General Project Lifecycle Individual Change Journey Milestones Organizational Change Mgmt Activities Major events Prosci® ADKAR ® Model Prosci® 3-Phase Process
  • 55. Copyright Prosci 2015. All rights reserved. Implementation Activities Drive Individual Milestones Individual: Awareness Desire Knowledge Ability Reinforcement Communication plan Sponsor roadmap Coaching plan Training plan Resistance Mgmt Organizational: 55
  • 56. Copyright Prosci 2015. All rights reserved. Change Management Performance Top Contributors to Success 56 Sponsorship Communications Middle Management Engagement Employee Engagement Change Management Approach Change Management Resources Integrating with PM The Goal: Employee adoption and usage Top Contributors to Success – Relationship to Adoption and Usage Copyright © 2014 Prosci Inc. Best Practices in Change Management – 2014 Edition
  • 57. Copyright Prosci 2015. All rights reserved. Initiate Plan Design Develop Deploy Sustain 57 Project Health Change Scorecard Best Practice Alignment CMROI Calculation ADKAR Progress Adoption contribution Installation contribution 100% 50% 36% 3-Phase Process Phase 1: Preparing for Change Phase 2: Managing Change Phase 3: Reinforcing Change Empowering Resources applied across the project lifecycle to catalyze adoption, results and value
  • 58. Copyright Prosci 2015. All rights reserved. What role do you play in helping this person change? 58
  • 59. Copyright Prosci 2015. All rights reserved. PUNCHLINE As a leader in the organization, you play an active role in catalyzing individual change because people look to and listen to you You play a crucial and active role (ABCs) in driving successful change 59
  • 60. Copyright Prosci 2015. All rights reserved.60 In all 8 of Prosci’s studies, active and visible executive sponsorship was the #1 contributor to success
  • 61. Copyright Prosci 2015. All rights reserved. Three Roles of Sponsors ABCs of Sponsorship #1 Active and visible participation throughout #2 Build a coalition of sponsorship #3 Communicate directly with employees 61 It’s not just signing checks and charters
  • 62. Copyright Prosci 2015. All rights reserved. Active and Visible Participation Throughout Role and Responsibilities Title 62
  • 63. Copyright Prosci 2015. All rights reserved. Build a Coalition of Support HR Finance Programs West Central 63 East
  • 64. Copyright Prosci 2015. All rights reserved. Communicate Directly With Employees & Members Why? Why now? What if we don’t? 64
  • 65. Copyright Prosci 2015. All rights reserved. Biggest Sponsor Mistakes 65 Mistake #1: Failed to remain visible and engaged throughout the project Mistake #2: Failed to demonstrate support for the project in words and actions Mistake #3: Failed to effectively communicate messages about the need for change Mistake #4: Ignored the people side of change Mistake #5: Delegated or abdicated the sponsorship role and responsibilities
  • 66. Copyright Prosci 2015. All rights reserved. Change management: CHānj ‘manijmǝnt 66 Catalyzing individual transitions to deliver organizational results
  • 67. Copyright Prosci 2015. All rights reserved.67 16% 46% 77% 96% 0% 20% 40% 60% 80% 100% Poor Fair Good Excellent (n=244) (n=653) (n=834) (n=165) Prosci 2014 Benchmarking Data Copyright © Prosci Inc. All rights reserved. Data from 2007, 2009, 2011, 2013. Percent of Study Participants Who Met or Exceeded Project Objectives Change Management Effectiveness 67
  • 68. Copyright Prosci 2015. All rights reserved.68 16% 32% 54% 72% 0% 20% 40% 60% 80% 100% Poor Fair Good Excellent (n=293) (n=793) (n=1032) (n=181) Percent of Study Participants Who Were On or Ahead of Schedule Change Management Effectiveness Prosci 2014 Benchmarking Data Copyright © Prosci Inc. All rights reserved. Data from 2007, 2009, 2011, 2013. 68
  • 69. Copyright Prosci 2015. All rights reserved.69 48% 63% 71% 81% 0% 20% 40% 60% 80% 100% Poor Fair Good Excellent (n=258) (n=737) (n=1001) (n=180) Percent of Study Participants Who Were On or Ahead of Budget Change Management Effectiveness Prosci 2014 Benchmarking Data Copyright © Prosci Inc. All rights reserved. Data from 2007, 2009, 2011, 2013. 69
  • 70. Copyright Prosci 2015. All rights reserved. Time Impact
  • 71. Copyright Prosci 2015. All rights reserved. C C C T T T T F F F C C C T T T T F F F C C C T T T T F F F C C C C T T T T F F F F C C T T T T F F F F F F C C C C T T T T F F F F C C T T T T F F F F F F C C C C T T T T F F F F C C T T T T F F F F F F C C C C T T T T F F F F C C T T T T F F F F F F C C T T F F T T F F T T F F T T F F T T F F T T F C C T T F F T T F F T T F F T T F F T T F F T T F C C C C T T T T T F F F F F F C C T T T F F C C C C T T T T T F F F F F F C C T T T F F C C T T F F F C C C T T F F F C C T T C C T T F F F C C C T T F F F C C T T C C T T F F F C C C T T F F F C C T T T T F F F C C T T T T T F F F F F T F T F T T T F F F C C T T T T T F F F F F T F T F T Time Impact
  • 72. Copyright Prosci 2015. All rights reserved. Time Impact
  • 73. Copyright Prosci 2015. All rights reserved. Change Management Blueprint Achieving Results By Catalyzing Individual Change Why are we changing? Who has to do their jobs differently? How Much depends on individual transitions? What can we do to drive and support adoption and usage? 73
  • 74. Copyright Prosci 2015. All rights reserved. PUNCHLINE You can drive more successful change when you begin answering: WHY HOW MUCH WHO WHAT 74 Why are we changing? Who has to do their jobs differently? How Much depends on individual transitions? What can we do to drive and support adoption and usage?
  • 75. Copyright Prosci 2015. All rights reserved. 1367 South Garfield Ave Loveland, Colorado, USA 80537 +1 970-203-9332 www.prosci.com www.change-management.com The following are trademarks or registered trademarks of Prosci, Inc. All rights reserved. Prosci®; Project Change Triangle™ (PCT™); Awareness Desire Knowledge Ability Reinforcement®; ADKAR®; Prosci® Change Management Maturity Model™; Preparing for Change, Managing Change, Reinforcing Change™ 75