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© Prosci Inc. All rights reserved.
Innovation at the Frontiers
of the Change Ecosystem
www.prosci.com | +1-970-203-9332
Tim Creasey, Chief Innovation Officer
tcreasey@prosci.com @timcreasey
www.linkedin.com/in/timcreasey/
Research | Methodology | Training | Advisory Services
Oct 21, 2016
1
Slides and poll results
© Prosci Inc. All rights reserved.
The Medici Effect
Frans Johansson
Scientists
Philosophers
Financiers
Architects
Painters
Sculptors
Poets
Philanthropists
2
© Prosci Inc. All rights reserved.
The Medici Effect
Frans Johansson
"When you step into an
intersection of fields,
disciplines, or cultures,
you can combine existing
concepts into a
large number of
extraordinary new ideas.“
3
© Prosci Inc. All rights reserved.
Cross-pollination
Innovation
through
proximity
Cross-pollination
Innovation
from
friction
proximity isn’t even
“a thing” anymore
for the exchange
of ideas
4
© Prosci Inc. All rights reserved.
“For good ideas and
true innovation,
you need
human interaction,
conflict,
argument,
debate.”
Margaret Heffernan
5
© Prosci Inc. All rights reserved. 6
© Prosci Inc. All rights reserved.
“Conflict is the primary engine
of creativity and innovation.
People don't learn by
staring into a mirror;
people learn by
encountering
difference.”
Ronald A. Heifetz
7
© Prosci Inc. All rights reserved.
Example: Science Ecosystem
8
© Prosci Inc. All rights reserved. 9
Breakthroughs occur along the frontiers
where disciplines rub against one another.
While it can feel like conflict at first,
the friction of two disciplines is
often the spark of innovation.
Tim Creasey
© Prosci Inc. All rights reserved.
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Ecosystem
Change Management
10
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Leadership Development
Talent/Human CapitalEngagement
Transformation
Communication
Org Development
Project Management
Change Management
Benefit RealizationA few examples from
my recent work
11
© Prosci Inc. All rights reserved.
Organization
Development
Change
Management
Overlap:
1. Focuses on the human dynamics
within the organization
2. Recognize the critical nature of the
individual employee in the
performance and improvement of the
organization
3. Focuses on improving organizational
effectiveness, supporting Return on
Investment (ROI) of change initiatives
and increasing the alignment between
employee behaviors and strategic
imperatives
More often project application – taking an
“catalyzing individual employee change”
approach, involved in implementation and
taking a delivery approach
More often a whole system application –
taking an open systems thinking
approach, involved earlier in the change
lifecycle and defining opportunities
More focused on “how to
catalyze individual employees
in changing how they do their
jobs” as the building block of
successful change
More focused on “how the
system functions” as the
building block of successful
change and how people get
along and work together
effectively on an interpersonal
level in the change process
More focused on applying structured
approaches to facilitate individual
adoption of changes to an employee’s
processes, workflows and behaviors in
specific initiative execution, e.g. through
targeted assessments, processes, tools, etc.
More focused on designing interventions
to modify higher order organizational
components, e.g. organization structures,
systems, processes and relationships
OD and CM: Overlap and Dimensions of Difference
Creasey, Jamieson, Rothwell, Severini
4th edition of Practicing Organization Development 12
© Prosci Inc. All rights reserved.
CM/PM Integration Opportunities
Integrate
in action
Integrate in
methodology
Conversant
13
© Prosci Inc. All rights reserved.
Value Management
Change Management
Value Discovery Value Enablement Value Realization
Phase 1: Preparing Phase 2: Managing Phase 3: Reinforcing
• Solution Definition
• Value Measurements
• Value Communications
• Value Proposition
• Planning and Design
• Risk Management
• Portfolio Management
• Change Management
• Auditing and Reporting
• Metrics
• Sustainment
A D K A R
• Readiness Assessment
• Risk Profile
• Strategy
• Communication Plan
• Sponsor Roadmap
• Coaching Plan
• Training Plan
• Resistance Management
• Compliance
• Feedback
• Sustainment
14
© Prosci Inc. All rights reserved.
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Ecosystem
Change Management
15
© Prosci Inc. All rights reserved.
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Change Ecosystem
16
INNOVATIVE
CHANGE
LEADERSHIP
…requires navigating,
leveraging and maximizing
the change ecosystem
© Prosci Inc. All rights reserved.
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Change Ecosystem
Common
and shared
Understanding
Anchors
for
integration
Platform
for
collaboration
17
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Understanding Anchors Platform
Change Management Project Management
Those are the box checking people
Gantt charts, Schedules, Work Breakdown Structures
Those are the touchy feely people
Stakeholder Maps, Comm Plans, Training Plans
(mis)perceptions
activity (not outcome) focus
18
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change ManagementTO/BY Purpose Statement Format
TO ________________ BY ________________
Common and shared understanding
begins with clarity of purpose
19
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Project Management
TO ensure an initiative is
delivered and creates
expected change
BY effectively managing
the sequence of activities,
time, scope, and cost
while implementing a
change effort or initiative
Change Management
TO capture/deliver the
people-dependent
portion of ROI
BY preparing, equipping
and supporting
individuals through the
personal changes our
effort requires them to
make to their work
Project Management
TO ensure an initiative is
delivered and creates
expected change
BY effectively managing
the sequence of activities,
time, scope, and cost
while implementing a
change effort or initiative
Change Management
TO capture/deliver the
people-dependent
portion of ROI
BY preparing, equipping
and supporting
individuals through the
personal changes our
effort requires them to
make to their work
Change Ecosystem
20
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
A few example To/By Purpose Statements
CHANGE MANAGEMENT
21
Understanding Anchors Platform
TO: drive business results BY: enabling employees to successfully lead change
TO: help the organization "get somewhere" BY: helping people "get it"
TO: move people through the phases of change BY: informing and leading
TO: achieve desired results BY: helping people adopt new behaviors
TO: create pull through the organization BY: engaging people at all levels
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
A few example To/By Purpose Statements
TRANSFORMATION
22
Understanding Anchors Platform
TO: lead an undiscovered journey BY: removing fear and obstacles
TO: shift the way we do business today BY: increasing thinking and doing
TO: take an organization to a better future state BY: unlocking its potential
TO: move the company into a new direction BY: changing the way we do things
TO: radically reshape what we do, how we do it, and who we are
BY: reimagining what's possible
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
A few example To/By Purpose Statements
BENEFIT REALIZATION
23
Understanding Anchors Platform
TO: drive value-added measurable change BY: executing on true drivers
TO: extract and realize value BY: focusing on what matters
TO: show tangible results BY: measuring against metrics
TO: ensure investment decisions are effective
BY: defining and measuring agreed to benefits and value
© Prosci Inc. All rights reserved.
Exercise
• Write a “TO/BY” Purpose Statement for the
discipline you know best (and select)
24
© Prosci Inc. All rights reserved. 25
Your TO/BY Statements:
• CM: to be the change you want to see by leading
• CM: TO drive business value BY changing how organizations and people do things
• CM: TO drive measurable business results BY managing the human aspect of change
• CM: to effectively implement organizational change by ensuring people have the skills, knowledge and
collaboration to perform their new roles
• CM: to engage the people affected by talking, listening and taking action.
• CM: To ensure successful adoption of a new process by implementing a change strategy and measuring
results
• CM: To help organizations realize business benefits By ensuring changes practices address people needs
• CM: TO increase the efficiency of training BY collaborating with management on purpose
• CM: TO get people through workplace changes By : informing , equipping indivduals and leaders
• CM: To enable Successful G2C initiative outcomes by innovative and exciting sales adoption
• CM: TO create new ways of being BY being willing to respond and adapt
• CM: To enable organizations to achieve anticipated benefits by helping individuals successfully adopt new
behaviors and beliefs
• CM: TO ensure successful and sustainable change BY painting a vision that is exciting and desirable
• CM: to accelerate solutioning by enabling collaboration in one space with the right people in one day
• CM: To make innovation real by executing a plan to realize the value.
• CM: To achieve organization results & human goals by engaging connecting valuing listening up down
across inside outside together
• CM: to encourage openness by talking to stakeholders
© Prosci Inc. All rights reserved. 26
Your TO/BY Statements:
• Change Leadership: TO enable the successful adoption of change with tangible business results BY
engaging, preparing and empowering individuals
• Communication: To ensure change success by targeting communications to the right audiences at the
right time.
• Diverse Leadership: To elevate Latino Leadership by unifying individual visions and talents across the
community.
• Diversity: TO enable an innovative, engaged workforce BY discovering diversity among existing team and
bringing new teams on.
• Engagement: To inspire collective and amplified action by setting a common vision and purpose
• Human Capital: TO evolve culture BY developing global mindset
• Innovation: To enable new technology solutions By gaining adoption and usage
• Leadership coaching: to accelerate leaders performance and sense of fulfillment by clarifying their options,
opportunities, and pathways to action.
• Leadership development: TO enable teams to work more effectively together BY teaching how to leverage
situational leadership techniques
• leadership development: to grow leaders BY building awareness and growing abilities
• Lean: TO shred unproductive work BY applying lean principles
• Org design: TO create an efficient and high performing team BY aligning skill sets with the needs of
business strategy
• org design: TO enable an organization to effectively deliver a given strategy BY establishing structures and
hierarchies that encourage collaboration and swift outcomes
• Org design: TO make teams more effective BY defining the right roles and relationships to enable success.
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Discipline To/By Purpose Statement
Change Management ?
Project Management ?
Discipline To/By Purpose Statement
Change Management ?
Project Management ?
Benefit Realization ?
Transformation ?
Strategy ?
Discipline To/By Purpose Statement
Change Management ?
Project Management ?
Benefit Realization ?
Transformation ?
Strategy ?
Organization Development ?
Process Excellence ?
Discipline To/By Purpose Statement
Change Management ?
Project Management ?
Benefit Realization ?
Transformation ?
Strategy ?
Organization Development ?
Process Excellence ?
Engagement ?
Collaboration ?
Innovation ?
27
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
28
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
TO ________________ BY ________________
TO ________________ BY ________________
29
Understanding Anchors Platform
© Prosci Inc. All rights reserved. 30
2 Who has to do their jobs
differently and how?
Align, Engage, and Integrate with Change Management
Two questions to ask and answer
1
How much of our expected results
and outcomes depend on people
changing how they do their jobs?
Understanding Anchors PlatformChange Ecosystem
© Prosci Inc. All rights reserved. 31
2 Who has to do their jobs
differently and how?
Align, Engage, and Integrate with Change Management
Two questions to ask and answer
1
How much of our expected results
and outcomes depend on people
changing how they do their jobs?
Understanding Anchors PlatformChange Ecosystem
© Prosci Inc. All rights reserved. 32
© Prosci Inc. All rights reserved. 33
Gartner BPM Summit
Dec 12, 2014
Prosci Webinar
Feb 11, 2015
People-Dependent Project ROI
© Prosci Inc. All rights reserved. 34
2 Who has to do their jobs
differently and how?
Align, Engage, and Integrate with Change Management
Two questions to ask and answer
1
How much of our expected results
and outcomes depend on people
changing how they do their jobs?
Understanding Anchors PlatformChange Ecosystem
© Prosci Inc. All rights reserved. 35
Processes
Systems
Tools
Job
roles
Critical
behaviors
Mindset/
Attitudes/
Beliefs
Reporting
structure
Performance
reviews
Compensation
Location
Aspects of a
person’s job
you can impact
© Prosci Inc. All rights reserved. 36
© Prosci Inc. All rights reserved. 37
Yesterday Aspect Tomorrow
Processes
Systems
Tools
Job roles
Critical
behaviors
Mindset/Attitudes/
Beliefs
Reporting structure
Performance reviews
Compensation
Location
Group:
___________
Processes
Systems
Tools
Job
roles
Critical
behaviors
Mindset/
Attitudes/
Beliefs
Reporting
structure
Performance
reviews
Compen-
sation
Location
© Prosci Inc. All rights reserved. 38
Group:
___________
Processes
Systems
Tools
Job
roles
Critical
behaviors
Mindset/
Attitudes/
Beliefs
Reporting
structure
Performance
reviews
Compen-
sation
Location
Group:
___________
Processes
Systems
Tools
Job
roles
Critical
behaviors
Mindset/
Attitudes/
Beliefs
Reporting
structure
Performance
reviews
Compen-
sation
Location
Group:
___________
Processes
Systems
Tools
Job
roles
Critical
behaviors
Mindset/
Attitudes/
Beliefs
Reporting
structure
Performance
reviews
Compen-
sation
Location
Group:
___________
Processes
Systems
Tools
Job
roles
Critical
behaviors
Mindset/
Attitudes/
Beliefs
Reporting
structure
Performance
reviews
Compen-
sation
Location
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
39
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Pick frontiers to explore today
“Change Management and __________________________”
Breakout Activity
1
Congregate around the room
You pick which frontier you want to explore
2
Discuss and create 3 flipcharts(ish)3
To/By
Purpose for
your
discipline
Anchors for
connecting
to CM
Challenges
in working
with CM
40
© Prosci Inc. All rights reserved. 41
© Prosci Inc. All rights reserved.
Debrief
Breakout Activity
42
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Why We Do
What We Do
What We Do
How To Engage
A frame I’ve been using…
43
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
discipline discipline
Why We Do
What We Do
What We Do
How To Engage
44
Understanding Anchors Platform
Change Management discipline
Why We Do
What We Do
What We Do
How To Engage
Change Management discipline
Why We Do
What We Do
To capture people-
dependent ROI
BY preparing, equipping
and supporting
What We Do
How To Engage
Change Management discipline
Why We Do
What We Do
To capture people-
dependent ROI
BY preparing, equipping
and supporting
What We Do
• Structured and
Intentional
• Individual and
Organizational
• Everyone’s job
How To Engage
Change Management discipline
Why We Do
What We Do
To capture people-
dependent ROI
BY preparing, equipping
and supporting
What We Do
• Structured and
Intentional
• Individual and
Organizational
• Everyone’s job
How To Engage
Answer 2 questions:
1. How much of results
depend on people?
2. Who has to do jobs
differently (and how)?
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Understanding Anchors Platform
Informal Platform Formal Platform
45
Coming together is a BEGINNING
Keeping together is PROGRESS
Working together is SUCCESS
Henry Ford
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Informal Platform Formal Platform
46
Individuals
Teamwork
Collaboration
Project-based
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Informal Platform Formal Platform
47
Emergence of change-enabling systems
Different
names
Different
discipline
mixes
Same
needs
understanding
anchors
Same
objective
improve change
outcomes
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Change Ecosystem
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Informal Platform Formal Platform
48
EnterpriseEssentials
Data
Analytics
Problem
Solving
Process
Management
Project
Management
Change
Management
OrgAgility
Strategy
CPI
Project
Management
Change
Management
Example change-enabling systems
OperationalExcellence
Performance
Management
Project
Management
Change
Management
Understanding Anchors Platform
© Prosci Inc. All rights reserved.
Poll Question
49
Syntax matters.
Enter your contribution this way:
Name: 1) Discipline #1,
2) Discipline #2, 3) Discipline #3,
4) Discipline #4, 5) Discipline #5
pollev.com/prosci
DO NOT press or it will
submit before you’re done
Enter  Your change-enabling system
Discipline: TO [enter your “achieve what”
text] BY [enter your “doing what” text]
Your change-enabling system
ACME Enterprise Essentials: 1) Data Analytics,
2) Problem Solving, 3) Process Management, 4)
Project Management, 5) Change Management
ACME Enterprise Essentials: 1) Data Analytics, 2)
Problem Solving, 3) Process Management, 4)
Project Management, 5) Change Management
© Prosci Inc. All rights reserved.
Exercise
• Your change-enabling system
– Enter it’s name, then list the disciplines
50
EnterpriseEssentials
Data
Analytics
Problem
Solving
Process
Management
Project
Management
Change
Management
OperationalExcellence
Performance
Management
Project
Management
Change
Management
© Prosci Inc. All rights reserved. 51
Your change-enabling system:
• Center of Excellence (CoE): pm, portfolio, cm, comms
• COE: technology, process and people transformation
• Employee Experience: talent, facilities, HR
• Enterprise Continuous Improvement: 1) Change 2) Process Improvement 3)
Human Performance
• Global Information Systems (GIS): Project management, PMO, system
operations, strategy, change management, comms, architecture
• Organization & Process Optimization: process, change management,
performance measurement, strategy
• Speed to Market: Agile, Project Management, Digital Strategy
• Transformation: 1) program management; 2) agile dev; 3) change
management; 4) communications; 5)experience owners
• Change mgt, process improvement, program/project mgmt
• Strategic performance and program office
© Prosci Inc. All rights reserved.
Strategy
Innovation
Lean Six Sigma
CPI
Org Effectiveness
Org Design
Org Development
Leadership Development
Talent/Human Capital
Communication
Engagement
Project Management
Transformation
Benefit Realization
Change Management
Change Ecosystem
Common
and shared
Understanding
Anchors
for
integration
Platform
for
collaboration
52
  
© Prosci Inc. All rights reserved. 53
Mindset
Toolset
LOW HIGH
HIGH
Equipped
but
Unengaged


Engaged
but
Unequipped
© Prosci Inc. All rights reserved. 54
Mindset
• Vision
• Strategic alignment
• Passion
• Buy-in
• Integrated competencies
• Broad socialization
• An executive sponsor
Toolset
• Processes
• Methodologies
• Policies
• Tools
• Team of SMEs
• Localized application
• A passionate evangelist
© Prosci Inc. All rights reserved. 55
Project Management
Data AnalyticsChange Management
ChangeCatalyst
Project
Management
Change
Management
Data
Analytics
© Prosci Inc. All rights reserved. 56
© Prosci Inc. All rights reserved. 57
© Prosci Inc. All rights reserved. 58
© Prosci Inc. All rights reserved. 59
© Prosci Inc. All rights reserved. 60
© Prosci Inc. All rights reserved. 61
© Prosci Inc. All rights reserved. 62
© Prosci Inc. All rights reserved. 63
© Prosci Inc. All rights reserved. 64
© Prosci Inc. All rights reserved. 65
© Prosci Inc. All rights reserved. 66
© Prosci Inc. All rights reserved. 67
© Prosci Inc. All rights reserved. 68
© Prosci Inc. All rights reserved. 69
© Prosci Inc. All rights reserved. 70
Email me:
tcreasey@prosci.com with subject “Ecosystem”
to dive deeper
© Prosci Inc. All rights reserved.
Conclusion: Our Journey Today
71
Innovative Change Leadership
Friction as the
spark of innovation
Medici Effect
Ecosystems
Frontiers
Change Ecosystem
Understanding
Anchors
Platform
Innovation at the Frontiers of the Change Ecosystem
Toolset/Mindset
© Prosci Inc. All rights reserved.
Prosci Solution
Delivering organizational results by
catalyzing individual transitions
http://www.prosci.com | http://blog.prosci.com
changemanagement@prosci.com
Build individual change competencies
Apply change management on initiatives
Embed organizational change capability
http://www.prosci.com
solutions@prosci.com
72

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Prosci ACMP NorCal Oct 2016 - Innovation at the Frontiers of the Change Ecosystem

  • 1. © Prosci Inc. All rights reserved. Innovation at the Frontiers of the Change Ecosystem www.prosci.com | +1-970-203-9332 Tim Creasey, Chief Innovation Officer tcreasey@prosci.com @timcreasey www.linkedin.com/in/timcreasey/ Research | Methodology | Training | Advisory Services Oct 21, 2016 1 Slides and poll results
  • 2. © Prosci Inc. All rights reserved. The Medici Effect Frans Johansson Scientists Philosophers Financiers Architects Painters Sculptors Poets Philanthropists 2
  • 3. © Prosci Inc. All rights reserved. The Medici Effect Frans Johansson "When you step into an intersection of fields, disciplines, or cultures, you can combine existing concepts into a large number of extraordinary new ideas.“ 3
  • 4. © Prosci Inc. All rights reserved. Cross-pollination Innovation through proximity Cross-pollination Innovation from friction proximity isn’t even “a thing” anymore for the exchange of ideas 4
  • 5. © Prosci Inc. All rights reserved. “For good ideas and true innovation, you need human interaction, conflict, argument, debate.” Margaret Heffernan 5
  • 6. © Prosci Inc. All rights reserved. 6
  • 7. © Prosci Inc. All rights reserved. “Conflict is the primary engine of creativity and innovation. People don't learn by staring into a mirror; people learn by encountering difference.” Ronald A. Heifetz 7
  • 8. © Prosci Inc. All rights reserved. Example: Science Ecosystem 8
  • 9. © Prosci Inc. All rights reserved. 9 Breakthroughs occur along the frontiers where disciplines rub against one another. While it can feel like conflict at first, the friction of two disciplines is often the spark of innovation. Tim Creasey
  • 10. © Prosci Inc. All rights reserved. Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Ecosystem Change Management 10
  • 11. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Leadership Development Talent/Human CapitalEngagement Transformation Communication Org Development Project Management Change Management Benefit RealizationA few examples from my recent work 11
  • 12. © Prosci Inc. All rights reserved. Organization Development Change Management Overlap: 1. Focuses on the human dynamics within the organization 2. Recognize the critical nature of the individual employee in the performance and improvement of the organization 3. Focuses on improving organizational effectiveness, supporting Return on Investment (ROI) of change initiatives and increasing the alignment between employee behaviors and strategic imperatives More often project application – taking an “catalyzing individual employee change” approach, involved in implementation and taking a delivery approach More often a whole system application – taking an open systems thinking approach, involved earlier in the change lifecycle and defining opportunities More focused on “how to catalyze individual employees in changing how they do their jobs” as the building block of successful change More focused on “how the system functions” as the building block of successful change and how people get along and work together effectively on an interpersonal level in the change process More focused on applying structured approaches to facilitate individual adoption of changes to an employee’s processes, workflows and behaviors in specific initiative execution, e.g. through targeted assessments, processes, tools, etc. More focused on designing interventions to modify higher order organizational components, e.g. organization structures, systems, processes and relationships OD and CM: Overlap and Dimensions of Difference Creasey, Jamieson, Rothwell, Severini 4th edition of Practicing Organization Development 12
  • 13. © Prosci Inc. All rights reserved. CM/PM Integration Opportunities Integrate in action Integrate in methodology Conversant 13
  • 14. © Prosci Inc. All rights reserved. Value Management Change Management Value Discovery Value Enablement Value Realization Phase 1: Preparing Phase 2: Managing Phase 3: Reinforcing • Solution Definition • Value Measurements • Value Communications • Value Proposition • Planning and Design • Risk Management • Portfolio Management • Change Management • Auditing and Reporting • Metrics • Sustainment A D K A R • Readiness Assessment • Risk Profile • Strategy • Communication Plan • Sponsor Roadmap • Coaching Plan • Training Plan • Resistance Management • Compliance • Feedback • Sustainment 14
  • 15. © Prosci Inc. All rights reserved. Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Ecosystem Change Management 15
  • 16. © Prosci Inc. All rights reserved. Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Change Ecosystem 16 INNOVATIVE CHANGE LEADERSHIP …requires navigating, leveraging and maximizing the change ecosystem
  • 17. © Prosci Inc. All rights reserved. Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Change Ecosystem Common and shared Understanding Anchors for integration Platform for collaboration 17
  • 18. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Understanding Anchors Platform Change Management Project Management Those are the box checking people Gantt charts, Schedules, Work Breakdown Structures Those are the touchy feely people Stakeholder Maps, Comm Plans, Training Plans (mis)perceptions activity (not outcome) focus 18
  • 19. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change ManagementTO/BY Purpose Statement Format TO ________________ BY ________________ Common and shared understanding begins with clarity of purpose 19 Understanding Anchors Platform
  • 20. © Prosci Inc. All rights reserved. Project Management TO ensure an initiative is delivered and creates expected change BY effectively managing the sequence of activities, time, scope, and cost while implementing a change effort or initiative Change Management TO capture/deliver the people-dependent portion of ROI BY preparing, equipping and supporting individuals through the personal changes our effort requires them to make to their work Project Management TO ensure an initiative is delivered and creates expected change BY effectively managing the sequence of activities, time, scope, and cost while implementing a change effort or initiative Change Management TO capture/deliver the people-dependent portion of ROI BY preparing, equipping and supporting individuals through the personal changes our effort requires them to make to their work Change Ecosystem 20 Understanding Anchors Platform
  • 21. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management A few example To/By Purpose Statements CHANGE MANAGEMENT 21 Understanding Anchors Platform TO: drive business results BY: enabling employees to successfully lead change TO: help the organization "get somewhere" BY: helping people "get it" TO: move people through the phases of change BY: informing and leading TO: achieve desired results BY: helping people adopt new behaviors TO: create pull through the organization BY: engaging people at all levels
  • 22. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management A few example To/By Purpose Statements TRANSFORMATION 22 Understanding Anchors Platform TO: lead an undiscovered journey BY: removing fear and obstacles TO: shift the way we do business today BY: increasing thinking and doing TO: take an organization to a better future state BY: unlocking its potential TO: move the company into a new direction BY: changing the way we do things TO: radically reshape what we do, how we do it, and who we are BY: reimagining what's possible
  • 23. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management A few example To/By Purpose Statements BENEFIT REALIZATION 23 Understanding Anchors Platform TO: drive value-added measurable change BY: executing on true drivers TO: extract and realize value BY: focusing on what matters TO: show tangible results BY: measuring against metrics TO: ensure investment decisions are effective BY: defining and measuring agreed to benefits and value
  • 24. © Prosci Inc. All rights reserved. Exercise • Write a “TO/BY” Purpose Statement for the discipline you know best (and select) 24
  • 25. © Prosci Inc. All rights reserved. 25 Your TO/BY Statements: • CM: to be the change you want to see by leading • CM: TO drive business value BY changing how organizations and people do things • CM: TO drive measurable business results BY managing the human aspect of change • CM: to effectively implement organizational change by ensuring people have the skills, knowledge and collaboration to perform their new roles • CM: to engage the people affected by talking, listening and taking action. • CM: To ensure successful adoption of a new process by implementing a change strategy and measuring results • CM: To help organizations realize business benefits By ensuring changes practices address people needs • CM: TO increase the efficiency of training BY collaborating with management on purpose • CM: TO get people through workplace changes By : informing , equipping indivduals and leaders • CM: To enable Successful G2C initiative outcomes by innovative and exciting sales adoption • CM: TO create new ways of being BY being willing to respond and adapt • CM: To enable organizations to achieve anticipated benefits by helping individuals successfully adopt new behaviors and beliefs • CM: TO ensure successful and sustainable change BY painting a vision that is exciting and desirable • CM: to accelerate solutioning by enabling collaboration in one space with the right people in one day • CM: To make innovation real by executing a plan to realize the value. • CM: To achieve organization results & human goals by engaging connecting valuing listening up down across inside outside together • CM: to encourage openness by talking to stakeholders
  • 26. © Prosci Inc. All rights reserved. 26 Your TO/BY Statements: • Change Leadership: TO enable the successful adoption of change with tangible business results BY engaging, preparing and empowering individuals • Communication: To ensure change success by targeting communications to the right audiences at the right time. • Diverse Leadership: To elevate Latino Leadership by unifying individual visions and talents across the community. • Diversity: TO enable an innovative, engaged workforce BY discovering diversity among existing team and bringing new teams on. • Engagement: To inspire collective and amplified action by setting a common vision and purpose • Human Capital: TO evolve culture BY developing global mindset • Innovation: To enable new technology solutions By gaining adoption and usage • Leadership coaching: to accelerate leaders performance and sense of fulfillment by clarifying their options, opportunities, and pathways to action. • Leadership development: TO enable teams to work more effectively together BY teaching how to leverage situational leadership techniques • leadership development: to grow leaders BY building awareness and growing abilities • Lean: TO shred unproductive work BY applying lean principles • Org design: TO create an efficient and high performing team BY aligning skill sets with the needs of business strategy • org design: TO enable an organization to effectively deliver a given strategy BY establishing structures and hierarchies that encourage collaboration and swift outcomes • Org design: TO make teams more effective BY defining the right roles and relationships to enable success.
  • 27. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Discipline To/By Purpose Statement Change Management ? Project Management ? Discipline To/By Purpose Statement Change Management ? Project Management ? Benefit Realization ? Transformation ? Strategy ? Discipline To/By Purpose Statement Change Management ? Project Management ? Benefit Realization ? Transformation ? Strategy ? Organization Development ? Process Excellence ? Discipline To/By Purpose Statement Change Management ? Project Management ? Benefit Realization ? Transformation ? Strategy ? Organization Development ? Process Excellence ? Engagement ? Collaboration ? Innovation ? 27 Understanding Anchors Platform
  • 28. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management 28 Understanding Anchors Platform
  • 29. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management TO ________________ BY ________________ TO ________________ BY ________________ 29 Understanding Anchors Platform
  • 30. © Prosci Inc. All rights reserved. 30 2 Who has to do their jobs differently and how? Align, Engage, and Integrate with Change Management Two questions to ask and answer 1 How much of our expected results and outcomes depend on people changing how they do their jobs? Understanding Anchors PlatformChange Ecosystem
  • 31. © Prosci Inc. All rights reserved. 31 2 Who has to do their jobs differently and how? Align, Engage, and Integrate with Change Management Two questions to ask and answer 1 How much of our expected results and outcomes depend on people changing how they do their jobs? Understanding Anchors PlatformChange Ecosystem
  • 32. © Prosci Inc. All rights reserved. 32
  • 33. © Prosci Inc. All rights reserved. 33 Gartner BPM Summit Dec 12, 2014 Prosci Webinar Feb 11, 2015 People-Dependent Project ROI
  • 34. © Prosci Inc. All rights reserved. 34 2 Who has to do their jobs differently and how? Align, Engage, and Integrate with Change Management Two questions to ask and answer 1 How much of our expected results and outcomes depend on people changing how they do their jobs? Understanding Anchors PlatformChange Ecosystem
  • 35. © Prosci Inc. All rights reserved. 35 Processes Systems Tools Job roles Critical behaviors Mindset/ Attitudes/ Beliefs Reporting structure Performance reviews Compensation Location Aspects of a person’s job you can impact
  • 36. © Prosci Inc. All rights reserved. 36
  • 37. © Prosci Inc. All rights reserved. 37 Yesterday Aspect Tomorrow Processes Systems Tools Job roles Critical behaviors Mindset/Attitudes/ Beliefs Reporting structure Performance reviews Compensation Location Group: ___________ Processes Systems Tools Job roles Critical behaviors Mindset/ Attitudes/ Beliefs Reporting structure Performance reviews Compen- sation Location
  • 38. © Prosci Inc. All rights reserved. 38 Group: ___________ Processes Systems Tools Job roles Critical behaviors Mindset/ Attitudes/ Beliefs Reporting structure Performance reviews Compen- sation Location Group: ___________ Processes Systems Tools Job roles Critical behaviors Mindset/ Attitudes/ Beliefs Reporting structure Performance reviews Compen- sation Location Group: ___________ Processes Systems Tools Job roles Critical behaviors Mindset/ Attitudes/ Beliefs Reporting structure Performance reviews Compen- sation Location Group: ___________ Processes Systems Tools Job roles Critical behaviors Mindset/ Attitudes/ Beliefs Reporting structure Performance reviews Compen- sation Location
  • 39. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management 39 Understanding Anchors Platform
  • 40. © Prosci Inc. All rights reserved. Pick frontiers to explore today “Change Management and __________________________” Breakout Activity 1 Congregate around the room You pick which frontier you want to explore 2 Discuss and create 3 flipcharts(ish)3 To/By Purpose for your discipline Anchors for connecting to CM Challenges in working with CM 40
  • 41. © Prosci Inc. All rights reserved. 41
  • 42. © Prosci Inc. All rights reserved. Debrief Breakout Activity 42
  • 43. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Why We Do What We Do What We Do How To Engage A frame I’ve been using… 43 Understanding Anchors Platform
  • 44. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management discipline discipline Why We Do What We Do What We Do How To Engage 44 Understanding Anchors Platform Change Management discipline Why We Do What We Do What We Do How To Engage Change Management discipline Why We Do What We Do To capture people- dependent ROI BY preparing, equipping and supporting What We Do How To Engage Change Management discipline Why We Do What We Do To capture people- dependent ROI BY preparing, equipping and supporting What We Do • Structured and Intentional • Individual and Organizational • Everyone’s job How To Engage Change Management discipline Why We Do What We Do To capture people- dependent ROI BY preparing, equipping and supporting What We Do • Structured and Intentional • Individual and Organizational • Everyone’s job How To Engage Answer 2 questions: 1. How much of results depend on people? 2. Who has to do jobs differently (and how)?
  • 45. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Understanding Anchors Platform Informal Platform Formal Platform 45 Coming together is a BEGINNING Keeping together is PROGRESS Working together is SUCCESS Henry Ford
  • 46. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Informal Platform Formal Platform 46 Individuals Teamwork Collaboration Project-based Understanding Anchors Platform
  • 47. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Informal Platform Formal Platform 47 Emergence of change-enabling systems Different names Different discipline mixes Same needs understanding anchors Same objective improve change outcomes Understanding Anchors Platform
  • 48. © Prosci Inc. All rights reserved. Change Ecosystem Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Informal Platform Formal Platform 48 EnterpriseEssentials Data Analytics Problem Solving Process Management Project Management Change Management OrgAgility Strategy CPI Project Management Change Management Example change-enabling systems OperationalExcellence Performance Management Project Management Change Management Understanding Anchors Platform
  • 49. © Prosci Inc. All rights reserved. Poll Question 49 Syntax matters. Enter your contribution this way: Name: 1) Discipline #1, 2) Discipline #2, 3) Discipline #3, 4) Discipline #4, 5) Discipline #5 pollev.com/prosci DO NOT press or it will submit before you’re done Enter  Your change-enabling system Discipline: TO [enter your “achieve what” text] BY [enter your “doing what” text] Your change-enabling system ACME Enterprise Essentials: 1) Data Analytics, 2) Problem Solving, 3) Process Management, 4) Project Management, 5) Change Management ACME Enterprise Essentials: 1) Data Analytics, 2) Problem Solving, 3) Process Management, 4) Project Management, 5) Change Management
  • 50. © Prosci Inc. All rights reserved. Exercise • Your change-enabling system – Enter it’s name, then list the disciplines 50 EnterpriseEssentials Data Analytics Problem Solving Process Management Project Management Change Management OperationalExcellence Performance Management Project Management Change Management
  • 51. © Prosci Inc. All rights reserved. 51 Your change-enabling system: • Center of Excellence (CoE): pm, portfolio, cm, comms • COE: technology, process and people transformation • Employee Experience: talent, facilities, HR • Enterprise Continuous Improvement: 1) Change 2) Process Improvement 3) Human Performance • Global Information Systems (GIS): Project management, PMO, system operations, strategy, change management, comms, architecture • Organization & Process Optimization: process, change management, performance measurement, strategy • Speed to Market: Agile, Project Management, Digital Strategy • Transformation: 1) program management; 2) agile dev; 3) change management; 4) communications; 5)experience owners • Change mgt, process improvement, program/project mgmt • Strategic performance and program office
  • 52. © Prosci Inc. All rights reserved. Strategy Innovation Lean Six Sigma CPI Org Effectiveness Org Design Org Development Leadership Development Talent/Human Capital Communication Engagement Project Management Transformation Benefit Realization Change Management Change Ecosystem Common and shared Understanding Anchors for integration Platform for collaboration 52   
  • 53. © Prosci Inc. All rights reserved. 53 Mindset Toolset LOW HIGH HIGH Equipped but Unengaged   Engaged but Unequipped
  • 54. © Prosci Inc. All rights reserved. 54 Mindset • Vision • Strategic alignment • Passion • Buy-in • Integrated competencies • Broad socialization • An executive sponsor Toolset • Processes • Methodologies • Policies • Tools • Team of SMEs • Localized application • A passionate evangelist
  • 55. © Prosci Inc. All rights reserved. 55 Project Management Data AnalyticsChange Management ChangeCatalyst Project Management Change Management Data Analytics
  • 56. © Prosci Inc. All rights reserved. 56
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  • 70. © Prosci Inc. All rights reserved. 70 Email me: tcreasey@prosci.com with subject “Ecosystem” to dive deeper
  • 71. © Prosci Inc. All rights reserved. Conclusion: Our Journey Today 71 Innovative Change Leadership Friction as the spark of innovation Medici Effect Ecosystems Frontiers Change Ecosystem Understanding Anchors Platform Innovation at the Frontiers of the Change Ecosystem Toolset/Mindset
  • 72. © Prosci Inc. All rights reserved. Prosci Solution Delivering organizational results by catalyzing individual transitions http://www.prosci.com | http://blog.prosci.com changemanagement@prosci.com Build individual change competencies Apply change management on initiatives Embed organizational change capability http://www.prosci.com solutions@prosci.com 72