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Whirlpool can follow an 8-step process to ensure change
management is achieved as smoothly as possible
Page 1
Define impact, outcome, and reason
Map the footprint
Identify & assess stakeholders
Estimate impact and work per area
Establish change plan
Plan stakeholder journeys
Build an engagement plan
Execute, monitor, adapt, improvise
Set expectations and success criteria which should defend the
validity of the project
START
Perform an analysis of both the internal and external
environments
Understand who is involved in the project and how they should
be treated
Break the project’s impact down into categories based on the
stakeholders
Use the ADKAR model to develop a plan for change
Map out how all the different stakeholders will be involved or
affected
Use a framework to establish a plan that will ensure future
involvement past development
Continue to “live the journey” with stakeholders
Source: IU MSIS ITS Course
*Click on icon to see analysis
Introduction | Technology | Process | People | POC | Timeline |
Financials | Risks | Conclusion
1
Change Management Framework – 1. Define impact, outcome,
and reason
Page 2
Run: Operations will flow more smoothly with a simplified UX
Grow: AI/ML and other digital capabilities will be enabled
Transform: Unified systems will improve the culture around IT
Competitive advantage of creating products quickly (enabled by
real time access to data) will be sustained. Important processes
like production control will be improved, and mistakes will be
minimized.
This project should inspire management because you’re going to
see less costly mistakes, enhanced revenue-creating abilities. It
should inspire staff because their jobs are going to be made
easier. It should inspire everyone because it will enable digital
capabilities like IoT and AI
Impact
Outcome
Reason
Main Deck
Appendix
Change Management Framework – 2. Map the footprint
(internal)
Page 3
Threats
Intense competition
Dropping margins
Mature markets in US and Asia
Weaknesses
Lacking in differentiation
High revenue but low margin
More of a market follower rather than an innovator
Strengths
Excellent product portfolio
A top major appliances manufacturer
Worldwide presence with 61 countries with manufacturing hubs
Strongly involved in charity work
Opportunities
Entering small appliances market
Specialize in E-commerce sales
Invest in R & D for more competitive products
https://www.marketing91.com/swot-analysis-of-whirlpool/
Main Deck
Appendix
Change Management Framework – 2. Map the footprint
(external)
Page 4
Legal
Anti-trust laws in industry
Employment laws
Data protection laws
Health and safety laws
Discrimination laws
Environmental
Climate change
Natural disasters
Attitude towards “green” products
Attitude towards recycling and support of renewable energy
Technological
Recent technological developments by competitors
Technology’s impact on product offerings
Rate of technological diffusion
Political
Trade policies might be different between regions of operation
Pricing regulations
Anti-trust laws related to appliances
Political stability of countries of operations
Economical
Economic system of countries of operation
Economic growth rate
Inflation rate
Interest rates
Exchange rates & stability in currency of host countries
Social
Demographics and skill level of population
Class structure and power structure in the society
Culture of host countries (gender roles and social conventions)
http://fernfortuniversity.com/term-papers/pestel/nyse4/895-
whirlpool-corporation.php
Main Deck
Appendix
4
StakeholderLevel of Power
(1-5)Engagement in Project
(1-5) Board of Directors53 CEO53 CIO/CFO44 NAR ISC
Directors35 Middle Managers24 Users13
Change Management Framework – 3. Identify and Assess
Stakeholders
Page 5
Power
Interest
CIO/CFO
NAR ISC Directors
Board of Directors
CEO
Middle Managers
Users
Keep Satisfied
Manage Closely
Keep Informed
Main Deck
Appendix
Change Management Framework – 4. Estimate impact and work
per areaStakeholder or GroupDescriptionGroup’s criticality to
successHow change affects the audienceEffort required of the
groupConcerns/Issues
(what do they need?) Board of DirectorsHighest level decision
makerLowFinancial performanceLowTo be informed at a high-
level CEOResponsible for company’s overall
successHighOverall firm’s performanceLowTo be informed at a
high-level CIOResponsible for success of IT and the
projectMediumIT’s performance and capabilities to adopt new
technologiesLowTo be involved and be a “champion” of the
projectCFOResponsible for approving the project based on
financial prospectsLowFinancial success of the project reflects
on their performanceLowTo be kept updated specifically on the
financial performance NAR ISC DirectorsResponsible for the
project’s successHighBudget will be freed up to spend on new
initiativesHighSupport from CIO to prove that the project is
important Middle ManagersDependent on the project to do their
jobs efficientlyMediumMistakes will be minimized
HighTraining so they’ll be able to understand the technology
and train the users UsersDependent on the project to do their
jobs efficientlyHighProcesses will be simplified and work will
be easierMediumTo be shown the benefits of the project
3
Introduction | Recommendation | Implementation | Financials |
Risk Mitigation | Conclusion
Main Deck
Appendix
Change Management – 5. Establish Change Plan (ADKAR
Model)
Page 7
Awareness
of the need for change
Desire
to support the change
Ability
to demonstrate skills & behaviors
Knowledge
of how to change
Ensure everyone involved or affected by the change understands
its importance
Understanding the change’s importance should drive a desire to
achieve it
Formal training should be used to set employees up for success
After employees know how to change, they need to be supported
throughout it
Reinforcement
to make the change stick
Ongoing process to ensure the positive affects of the change
aren’t lost
Current
Transition
Future
Prosci’s ADKAR Model
Directors through communication, middle managers through
coaching
Directors through communication, middle managers through
coaching
Project team through formal training and coaching
Project team through hands-on engagement all throughout
project
Director at high-level, middle managers at a hands-on level
Page 7
Source: Expert Program Management
Step
Description
Leader & Actions
Introduction | Technology | Process | People | POC | Timeline |
Financials | Risks | Conclusion
Change Management Framework – 6. Plan Stakeholder Journeys
Page 8
Main DeckStakeholder or
GroupUnwareAwareUnderstandCollaborateCommitAdvocate
Board of Directors CEO CIOCFO NAR ISC Directors Middle
Managers Users
Current
Desired
Appendix
Change Management Framework – 7. Build an Engagement Plan
Page 9
Main DeckCommunication/ActionKey Messages/Details
Audience(s) TargetedDue DateMedium
(channel)DevelopReview/ApproveDeliverStatus
Responsibility
Appendix
Change Management Framework – 8. Execute, Monitor, Adapt,
Improvise
Page 10
Main Deck
Keep stakeholders engaged to the level outlined in step 6
Assign employees to monitor and maintain the system
Have a plan to deal with events, but understand that some
unforeseeable issues may arise and need to be dealt with
accordingly
Action Items
Appendix
Change Management Success Factors and Plan
Page 11
Appendix
Awareness
Create change readiness by aligning and engaging leaders,
defining impacts on key stakeholders, and clearly identifying
change barriers
Acceptance
Change strategy by clearly articulating desired outcomes,
developing a change roadmap, and designing a plan for effective
communication
Adoption
Execute change by ensuring preparing employees,
communicating effectively, and providing proper training
Advocacy
Integrate compliance initiatives into the organization by
establishing and maintaining defined governance and tracking
benefits and milestones
Suggested Tools
Interviews, Impact Assessments, Stakeholder Journeys
Suggested Tools
Vision Map, Stakeholder Analysis
Suggested Tools
Leadership Action Plans, Communication Plan
Suggested Tools
Metric Scorecard, Transition Plan
What does the production planning (production control) process
look like?
Page 12
They will be providing us with a job description which will give
us this info
Maybe we don’t need this slide, we can probably assume they
know what the process is. We’ll have to make a decision on
that. Probably build the slide then put it in the appendix and
reference it during the presentation
Appendix
IAM Components that will drive business value for Whirlpool
Page 13
Automate access requests
User reviews
Enforce compliance requirements
Self-service user portal
Single-sign on
Enforce password complexity
Role based provisioning
Day-1 Provisioning
Automate de-provisioning
Define SOD policy
Detect violations
Enforce policy across multiple systems
Access Management
Password Management
Automated Provisioning
Segregation of Duties Management
Appendix
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Whirlpool can follow an 8-step process to ensure change manage.docx

  • 1. Whirlpool can follow an 8-step process to ensure change management is achieved as smoothly as possible Page 1 Define impact, outcome, and reason Map the footprint Identify & assess stakeholders Estimate impact and work per area Establish change plan Plan stakeholder journeys Build an engagement plan Execute, monitor, adapt, improvise Set expectations and success criteria which should defend the validity of the project START Perform an analysis of both the internal and external environments Understand who is involved in the project and how they should be treated Break the project’s impact down into categories based on the stakeholders Use the ADKAR model to develop a plan for change Map out how all the different stakeholders will be involved or affected Use a framework to establish a plan that will ensure future
  • 2. involvement past development Continue to “live the journey” with stakeholders Source: IU MSIS ITS Course *Click on icon to see analysis Introduction | Technology | Process | People | POC | Timeline | Financials | Risks | Conclusion 1 Change Management Framework – 1. Define impact, outcome, and reason Page 2 Run: Operations will flow more smoothly with a simplified UX Grow: AI/ML and other digital capabilities will be enabled Transform: Unified systems will improve the culture around IT Competitive advantage of creating products quickly (enabled by
  • 3. real time access to data) will be sustained. Important processes like production control will be improved, and mistakes will be minimized. This project should inspire management because you’re going to see less costly mistakes, enhanced revenue-creating abilities. It should inspire staff because their jobs are going to be made easier. It should inspire everyone because it will enable digital capabilities like IoT and AI Impact Outcome Reason Main Deck Appendix Change Management Framework – 2. Map the footprint (internal) Page 3 Threats Intense competition Dropping margins Mature markets in US and Asia Weaknesses Lacking in differentiation High revenue but low margin More of a market follower rather than an innovator Strengths Excellent product portfolio A top major appliances manufacturer Worldwide presence with 61 countries with manufacturing hubs
  • 4. Strongly involved in charity work Opportunities Entering small appliances market Specialize in E-commerce sales Invest in R & D for more competitive products https://www.marketing91.com/swot-analysis-of-whirlpool/ Main Deck Appendix Change Management Framework – 2. Map the footprint (external) Page 4 Legal Anti-trust laws in industry Employment laws Data protection laws Health and safety laws Discrimination laws Environmental Climate change Natural disasters Attitude towards “green” products Attitude towards recycling and support of renewable energy
  • 5. Technological Recent technological developments by competitors Technology’s impact on product offerings Rate of technological diffusion Political Trade policies might be different between regions of operation Pricing regulations Anti-trust laws related to appliances Political stability of countries of operations Economical Economic system of countries of operation Economic growth rate Inflation rate Interest rates Exchange rates & stability in currency of host countries Social Demographics and skill level of population Class structure and power structure in the society Culture of host countries (gender roles and social conventions) http://fernfortuniversity.com/term-papers/pestel/nyse4/895- whirlpool-corporation.php Main Deck Appendix 4 StakeholderLevel of Power (1-5)Engagement in Project (1-5) Board of Directors53 CEO53 CIO/CFO44 NAR ISC Directors35 Middle Managers24 Users13 Change Management Framework – 3. Identify and Assess Stakeholders Page 5
  • 6. Power Interest CIO/CFO NAR ISC Directors Board of Directors CEO Middle Managers Users Keep Satisfied Manage Closely Keep Informed Main Deck Appendix Change Management Framework – 4. Estimate impact and work per areaStakeholder or GroupDescriptionGroup’s criticality to successHow change affects the audienceEffort required of the groupConcerns/Issues (what do they need?) Board of DirectorsHighest level decision makerLowFinancial performanceLowTo be informed at a high- level CEOResponsible for company’s overall successHighOverall firm’s performanceLowTo be informed at a high-level CIOResponsible for success of IT and the projectMediumIT’s performance and capabilities to adopt new technologiesLowTo be involved and be a “champion” of the projectCFOResponsible for approving the project based on financial prospectsLowFinancial success of the project reflects on their performanceLowTo be kept updated specifically on the financial performance NAR ISC DirectorsResponsible for the project’s successHighBudget will be freed up to spend on new initiativesHighSupport from CIO to prove that the project is important Middle ManagersDependent on the project to do their jobs efficientlyMediumMistakes will be minimized
  • 7. HighTraining so they’ll be able to understand the technology and train the users UsersDependent on the project to do their jobs efficientlyHighProcesses will be simplified and work will be easierMediumTo be shown the benefits of the project 3 Introduction | Recommendation | Implementation | Financials | Risk Mitigation | Conclusion Main Deck Appendix Change Management – 5. Establish Change Plan (ADKAR Model) Page 7 Awareness of the need for change Desire to support the change Ability to demonstrate skills & behaviors Knowledge of how to change Ensure everyone involved or affected by the change understands its importance Understanding the change’s importance should drive a desire to achieve it Formal training should be used to set employees up for success After employees know how to change, they need to be supported throughout it Reinforcement to make the change stick Ongoing process to ensure the positive affects of the change aren’t lost Current
  • 8. Transition Future Prosci’s ADKAR Model Directors through communication, middle managers through coaching Directors through communication, middle managers through coaching Project team through formal training and coaching Project team through hands-on engagement all throughout project Director at high-level, middle managers at a hands-on level Page 7 Source: Expert Program Management Step Description Leader & Actions Introduction | Technology | Process | People | POC | Timeline | Financials | Risks | Conclusion Change Management Framework – 6. Plan Stakeholder Journeys Page 8 Main DeckStakeholder or GroupUnwareAwareUnderstandCollaborateCommitAdvocate Board of Directors CEO CIOCFO NAR ISC Directors Middle Managers Users Current Desired
  • 9. Appendix Change Management Framework – 7. Build an Engagement Plan Page 9 Main DeckCommunication/ActionKey Messages/Details Audience(s) TargetedDue DateMedium (channel)DevelopReview/ApproveDeliverStatus Responsibility Appendix Change Management Framework – 8. Execute, Monitor, Adapt, Improvise Page 10 Main Deck Keep stakeholders engaged to the level outlined in step 6 Assign employees to monitor and maintain the system Have a plan to deal with events, but understand that some unforeseeable issues may arise and need to be dealt with accordingly Action Items Appendix
  • 10. Change Management Success Factors and Plan Page 11 Appendix Awareness Create change readiness by aligning and engaging leaders, defining impacts on key stakeholders, and clearly identifying change barriers Acceptance Change strategy by clearly articulating desired outcomes, developing a change roadmap, and designing a plan for effective communication Adoption Execute change by ensuring preparing employees, communicating effectively, and providing proper training Advocacy Integrate compliance initiatives into the organization by establishing and maintaining defined governance and tracking benefits and milestones
  • 11. Suggested Tools Interviews, Impact Assessments, Stakeholder Journeys Suggested Tools Vision Map, Stakeholder Analysis Suggested Tools Leadership Action Plans, Communication Plan Suggested Tools Metric Scorecard, Transition Plan What does the production planning (production control) process look like? Page 12 They will be providing us with a job description which will give us this info Maybe we don’t need this slide, we can probably assume they know what the process is. We’ll have to make a decision on that. Probably build the slide then put it in the appendix and reference it during the presentation Appendix IAM Components that will drive business value for Whirlpool Page 13 Automate access requests
  • 12. User reviews Enforce compliance requirements Self-service user portal Single-sign on Enforce password complexity Role based provisioning Day-1 Provisioning Automate de-provisioning Define SOD policy Detect violations Enforce policy across multiple systems Access Management Password Management Automated Provisioning Segregation of Duties Management Appendix