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Prosci change
management webinar
Integrating change management
and project management
The slides, PDF file of the slides, the one page handout and the
contained content are designed for use with participation in the
© Prosci Inc. All rights reserved. 1www.change-management.com
webinar@prosci.com
contained
content
are
designed
for
use
with
participation
in
the
webinar. Reproduction and distribution without permission
are prohibited. If you are interested in distributing this
information in your organization, please contact an Account
Manager at license@prosci.com or +1-970-203-9332.
Our value proposition:
To help organizations build their own internal
change management competencies through the
development and delivery of tools and methodologies
Oiil
About
Prosci
®
Webinar purpose:
• Educational
• Thought provoking
•Insi
g
hts into new develo
p
ment
About
Prosci
®
webinars
O
ur pr
i
nc
i
p
l
es:
Research-based | Holistic | Easy-to-use
Prosci by the numbers:
7
14
66%
2600+
9000+
63,000+
Longitudinal studies
Years of research
Fortune 500 companies
Research participants
Certified practitioners
Registered members
gp
• New ideas, phraseology, language,
and frameworks
• Give you at least one hour per week to
think about change management
Tools or downloads referenced in this free webinar are
for webinar educational purposes; reproduction or
distribution of these tools in your organization will
require additional steps on your part.
© Prosci Inc. All rights reserved. www.change-management.com 2
Prosci’s target audiences:
• Change management specialists
• Project teams and leaders
• Executives and senior leaders
• Managers and supervisors
Prosci’s channels:
• Published products and tools
• Web-based tools and applications
• Face-to-face training
• Train-the-Trainer
63,000+
Registered
members
Contact:
Telephone Support: +1-970-203-9332
Email Support: webinar@prosci.com
Webinars are presented by Prosci and the
Change Management Learning Center
2
Agenda
• Foundation
–
Unified value
p
ro
p
osition
pp
• Dimensions of integration
– People
– Process
Tools
–
Tools
– Methodologies
– *Results and outcomes*
© Prosci Inc. All rights reserved. 3www.change-management.com
Playing field for change
Strategic
Problems or
opportunities
Technology
advancements
Market and
Change
catalysts
Regulation or
legislation
Prioritization and selection
planning
Market
and
economic shifts
Change launch
(projects, initiatives, transformations, etc)
4
Structure and
governance of change
(playing field)
Current Transition Future
Change 1
© Prosci Inc. All rights reserved. www.change-management.com
Current Transition Future
Current Transition Future
Current Transition Future
Current Transition Future
3
Change management, project
management and “the change”
The “technical side” – The
application of knowledge skills tools
Current Transition Future
Project management
“The change” – Improving the performance
and position of the organization by moving
from a current state to a future state and
changing how work is done
application
of
knowledge
,
skills
,
tools
and techniques to project activities to
meet project requirements
© Prosci Inc. All rights reserved. www.change-management.com 5
Change management
The “people side” – The process,
tools and techniques to manage the
people side of change to achieve the
required business outcome
Project management
Unified value proposition
Solution is designed, developed
and delivered effectively
Current Transition Future
Change management
(Technical side)
Solution is embraced, adopted
and used proficiently
(People side)
+
© Prosci Inc. All rights reserved. www.change-management.com 6
(People
side)
= SUCCESS
Complementary disciplines with a common objective
4
Project management
Project management
Current Transition Future
Change management
The application of knowledge, skills, tools and techniques
to project activities to meet project requirements.
© Prosci Inc. All rights reserved. 7www.change-management.com
Project management process
Initiation
Process groups
defined in the
Planning
Executing
defined
in
the
Project
Management
Institute’s
PMBOK®
More iterati e
Monitoring and controlling
Closing
© Prosci Inc. All rights reserved. 8www.change-management.com
More
iterati
v
e
,
less linear in
application
5
Project management tools
• Statement of work
• Project charte
r
• Business case
• Work breakdown structure
• Budget estimations
• Resource allocation
• Schedule/tracking
© Prosci Inc. All rights reserved. 9www.change-management.com
Change management
Project management
Current Transition Future
Change management
The application of the set of tools, processes, skills and
principles for managing the people side of change to achieve
the required outcomes of a change project or initiative
© Prosci Inc. All rights reserved. 10www.change-management.com
6
Change management process
OrganizationalOrganizational
Prosci’s 3-Phase Process
IndividualIndividual
Phase 1 – Preparing for change
Phase 2 – Managing change
Phase 3 – Reinforcing change
Prosci’s ADKAR
®
Model
A
wareness
TM
© Prosci Inc. All rights reserved. 11www.change-management.com
A
wareness
Desire
Knowledge
Ability
Reinforcement
®
Change management tools
• Individual change model
Rdi
•
R
ea
di
ness assessment
• Communication plans
• Sponsor roadmaps
• Coaching plans
• Trainin
g
p
lans
gp
• Resistance management
• Reinforcement mechanisms
© Prosci Inc. All rights reserved. 12www.change-management.com
7
Both change management and
project management…
• are applied to various
types of changes:
• are scaled to meet the
specifics of the change:
types
of
changes:
specifics
of
the
change:
– Project management:
complexity and degree of
technical change
Current Transition Future
Current Transition Future
– Change management:
characteristics of change,
attributes of organization,
degree of “people” change
© Prosci Inc. All rights reserved. www.change-management.com 13
Current Transition Future
Current Transition Future
Comparing project management
and change management
PM CM
PM CM
PM CM
Defines the change that is needed
Follows a structured process
Draw upon a full set of tools
Is scaled and customized to the specific change
Requires unique competencies
Should be accountable for delivering business results
Is done primarily by the tea
m
Is done by leaders throughout the organization
Is typically resourced for on projects
© Prosci Inc. All rights reserved. www.change-management.com 14
8
Integrating change management
and project management
l
Peop
l
e
Process
Tools
© Prosci Inc. All rights reserved. www.change-management.com 15
Tools
Methodologies
Integrating:
People dimension
Team structure A Team structure B
Other
structure
10%
* 2009
study data
Sponsor
Project team
CM
Sponsor
Project team
CM
Team Structure A
advanta
g
es
Team Structure B
advantages
Team
Structure A
62%
Team
Structure B
28%
© Prosci Inc. All rights reserved. www.change-management.com 16
g
• Increased project knowledge
• Part of the team
• Integrated responsibilities
• Increased credibility
• Ease of communication
• Access to leadership
• Objectivity
• Different scopes
• Enterprise approach
• Different skill sets
• Status elevation
9
Tactics for engaging
project teams in change management
1
Work collaborativel
y
4
Make change management “real”
to the
p
ro
j
ect tea
m
4
Make change management “real”
to the
p
ro
j
ect tea
m
1
Work collaborativel
y
1
Work collaborativel
y
1
Work collaborativel
y
1
y
(bidirectional)
2
Make a compelling case for
the value of change mgmt
id i i d
pj
5
Integrate change management
activities in to the project plan
6
Leverage sponsor involvement
7
Communicate
pj
5
Integrate change management
activities in to the project plan
6
Leverage sponsor involvement
7
Communicate
1
y
(bidirectional)
1
y
(bidirectional)
2
Make a compelling case for
the value of change mgmt
1
y
(bidirectional)
2
Make a compelling case for
the value of change mgmt
id i i d
© Prosci Inc. All rights reserved. www.change-management.com 17
3
Prov
id
e tra
i
n
i
ng an
d
education
8
Document roles and responsibilities
* From Prosci’s Best Practices in Change
Management benchmarking report
8
Document roles and responsibilities
3
Prov
id
e tra
i
n
i
ng an
d
education
Integrating:
Process dimension
• “Technical side” activities + “People side” activities
– Sequencing work
– Aligning timing
– Exchanging information
PM
© Prosci Inc. All rights reserved. www.change-management.com 18
PM
CM
PM
CM
PM
CM
10
Process-driven approach to
change management enables integration
Scope
project
Plan
project
Design and
develop
solution
Deploy
solution
Phase 1: Phase 2: Phase 3:
Initiate
project
Design, develop and deliver a solution that is embraced, adopted and used proficiently
© Prosci Inc. All rights reserved. www.change-management.com 19
Preparing
for change
Managing
change
Reinforcing
change
Integrating change management and project management activities
Project management activities Change management activities
Initiate project
Scope project
Conduct readiness assessments and impact analysis
Identify and begin building sponsor coalition
Plan project
Design solution
Identify
and
begin
building
sponsor
coalition
Select and prepare change management team
Identify and address anticipated resistance
Communicate why change is happening (sponsors)
Prepare and equip managers and supervisors
Launch group and coaching sessions
Establish objectives
Document approach
Define team and budget requirements
Benchmark and gather data
Generate ideas and select concepts
Continue communications and sponsorship activities
© Prosci Inc. All rights reserved. www.change-management.com 20
Develop solution
Launch
group
and
coaching
sessions
Reinforce key messages (sponsors)
Identify training requirements and develop training
Continue communications and sponsorship activities
Model solutions
Document requirements
Evaluate alternatives
Architect solution
Continue communications, sponsorship and coaching activities
[...]... rights reserved www .change- management. com Execution of activities Time 26 13 Integrating change management and project management l People Process Results and outcomes Tools Methodologies © Prosci Inc All rights reserved www .change- management. com 27 Integrating: Results and outcomes Project management: Solution designed, developed and delivered • • • • Benefit realization Results and outcomes Lower costs... descriptions, checklists and tools, visit www .change- management. com/bookstore.htm for ordering information • Resources for developing change management plan – Change Management Toolkit ($389) • Change management principles, process, templates and checklists in an easyto-use 3-ring binder with electronic files on USB or CD • www .change- management. com /change- management- toolkit.htm – Change Management Pilot Pro... there risks from “hardwiring” PM and CM methodologies? © Prosci Inc All rights reserved www .change- management. com 29 Evaluate your organizational maturity High Project Management Maturity Low Low High Change Management Maturity © Prosci Inc All rights reserved www .change- management. com 30 15 Can someone be both a change manager and a project manager? • Practically: on a project j • Metaphysically: a sense... responsibilities during the project © Prosci Inc All rights reserved www .change- management. com 31 When do they both end? By definition, a project has a defined beginning and a g g defined end PM PM PM Current Transition CM CM Future Is project management done when the project ends? Does change have a defined end? Does change management have a defined end? © Prosci Inc All rights reserved www .change- management. com... management activities * From Prosci s Best Practices in Change Management benchmarking study • Focused on reactive fire fighting • Time wasted playing “catch up” • Revisit and revise project design © Prosci Inc All rights reserved www .change- management. com 23 Integrating: Tools dimension Project Management tools Change Management tools Statement of work Individual change model Project charter Readiness... portfolio of change and building change management competencies throughout the organization • Change Portfolio Toolkit ($800) – A structured approach and set of tools for bringing clarity to the portfolio of change Use Change Scorecards, the Group Impact Matrix, Change Heat Maps and the Portfolio Dashboard to better understand and manage the portfolio of change in the organization • www .change- management. com/portfolio-toolkit.htm... 1 and Level 2 activities © Prosci Inc All rights reserved www .change- management. com 21 When should change management begin? Project initiation P j t i iti ti Participants favored starting change management during project initiation (82%) or planning (14%) Project planning Project design Project implementation When did you start CM activities this time? When would you start CM activities next time? Project. .. managing the people side of change – www .change- management. com/ttt/index.htm Courses you can teach following TTT: • Prosci' s 3-day program for change management practitioners and project team members • Prosci' s 1-day coaching program for managers and supervisors • Prosci' s 4 to 6-hour sponsor program for executives and senior leaders • Prosci' s 1-day primer for front line Prosci s 1 day front-line employees... Contact a Prosci Account Manager at +1-970-203-9332 or changemanagement @prosci. com to discuss your change management needs and how Prosci' s research-based, holistic, easyto-use solutions can work for you © Prosci Inc All rights reserved www .change- management. com 43 The slides, PDF file of the slides, the one page handout and the contained content are designed for use with participation in the webinar. .. benchmarking study and previous studies • Lessons-learned and findings from 650 participants from 62 countries • www .change- management. com/best-practices-report.htm • 2012 edition available March 2012 – Change management: the people side of change ($18.95) • Introduction to and foundation in managing the people side of change • www.amazon.com and search for change management – ADKAR: A model for change in . 1
Prosci change
management webinar
Integrating change management
and project management
The slides, PDF file of the slides, the one page handout and. change
Managing
change
Reinforcing
change
Integrating change management and project management activities
Project management activities Change management activities
Initiate project
Scope project
Conduct
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