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Positioning to succeed in 2006

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Change Management Process

Download printable pdf version of tutorial

Finding: use of process

One of the most significant findings in the 2005 benchmarking study related to the percentage of teams using a particular change management methodology. Two years ago only 34% of participants used a formal model to manage change (as opposed to ad hoc activities), compared to 55% in the 2005 study.

Did you use a particular change management
methodology (2005)?

2005-methv2.gif (1410 bytes)

Did you use a particular change management
methodology (2003)?

2003-methv2.gif (1372 bytes)

If you are still approaching change management without a structured methodology, you are now in the minority! No matter where the methodology comes from (externally provided or internally developed), you need to provide change agents with some structure around how to manage the human side of change.

 

Finding: impact of using a structured approach

The figure below shows the correlation of using a specific change management methodology and the effectiveness of the change management efforts. In two separate questions, participants were asked if they used a particular methodology (Yes/No) and how effective their change management efforts were (very ineffective, ineffective, moderately effective, very effective, extremely effective).

tutorial-correl2.gif (9406 bytes)

Combined with the finding that more projects are using a structured approach, this data indicates that projects are more effective when using a change management methodology. Change management is moving from soft, fuzzy, ad hoc approaches to structured and systematic methodologies for building buy-in, overcoming resistance and delivering bottom line results.

 

3-Phase Change Management Process

Prosci's research-based process is made up of three phases:

  • Preparing for change
  • Managing change
  • Reinforcing change
phase1.gif (15727 bytes) Outputs:
  • Change characteristics profile

  • Organizational attributes profile

  • Change management strategy guidelines

  • Change management team structure

  • Sponsor structure and responsibilities

phase2.gif (15727 bytes) Outputs:
  • Communications plan

  • Sponsor roadmap

  • Training plan

  • Coaching plan

  • Resistance management plan

phase3.gif (15727 bytes) Outputs:
  • Compliance audit reports

  • Corrective action plans

  • After action review

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Process tools

The online Change Management Pilot and hardcopy (3-ring binder) Change Management Toolkit both present the entire methodology with all of the associated guidelines and checklists. Both include electronic copies of assessments and templates:

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Assessments: Templates:
Change characteristics worksheet

Change characteristics profile assessment

Organizational attributes worksheet

Organizational attributes profile assessment

Employee readiness assessment: organization

Employee readiness assessment: desire

Team member competency assessment

Sponsor competency worksheet

Sponsor assessment diagram

Sponsor assessment table

Resistance assessment worksheet

Training needs assessment

ADKAR Personal Worksheet

ADKAR Business Worksheet

 

Complete change management plan

Change management strategy outline

Change management strategy presentation

Communications plan template

Communication planing spreadsheet

Communications key messages: general, executives, middle managers, employees

Sponsorship roadmap template

Sponsor planning and start-up, design, and implementation checklists

Coaching plan template

Coaching training template

Group coaching agenda

Individual coaching plan

Resistance management plan template

Employee feedback presentation

Corrective action plan template

Prosci Change Management Manager

 

Download printable pdf version (requires Adobe Acrobat)

Sign up for a free webinar on Positioning to Succeed in 2006

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Resources:

2005 Best Practices in Change Management

Change Management Pilot

Change Management Toolkit

 

 

 

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