A structured approach for managing the portfolio of change

Table of Contents

The Change Portfolio Toolkit is based on an action-oriented process for mapping, evaluating and understanding the numerous changes going on in the organization. The Toolkit has eight sections:

• Tab 1 – Overview
• Tab 2 – Making the case for Change Portfolio Management
• Tab 3 – Identify (Phase 1)
• Tab 4 – Investigate (Phase 2)
• Tab 5 – Analyze (Phase 3)
• Tab 6 – Act (Phase 4)
• Tab 7 – Monitor, Manage and Control (Phase 5)
• Tab 8 – Building Change Management Competency

Tab 1 - Overview
(download a PDF of the overview)

INTRODUCTION

• About this toolkit
• What’s in it for your organization?
• What’s in it for you?

PROCESS AND TOOLS

• Change Portfolio Management Process
• Change Scorecard
• Change Heat Maps
• Portfolio Dashboard

TOOLKIT ORGANIZATION

• Structure
• CD-ROM and website

GETTING STARTED

• Working with and through others

Tab 2 - Making the case for Change Portfolio Management

OVERVIEW

CHANGE SATURATION

• Definition of change saturation
  • Current change saturation
• Consequences of change saturation

CHANGE SATURATION MODEL

• Change capacity
  • Culture
  • History
  • Structure
  • Perceived need for change
  • Change management competency
• Change disruption
  • Number of changes
  • Disruption of each

CHANGE COLLISION

CHANGE PORTFOLIO MANAGEMENT

Tab 3 - Identify

OVERVIEW OF IDENTIFY

SCOPE THE PORTFOLIO

• Purpose of this activity
• How the activity is performed
• Tools to support this activity

IDENTIFY CHANGES

• Purpose of this activity
• How the activity is performed
  • A framework for change
  • Where to look for changes
• Tools to support this activity
  • Change inventory worksheet

IDENTIFY GROUPS

• Purpose of this activity
• How the activity is performed
• Tools to support this activity
  • Groups inventory worksheet

SNEAK PEEK

Tab 4 - Investigate

OVERVIEW OF INVESTIGATE

• Big picture
• Deciding which direction to work
• Change Scorecard

STEP 1 – COLLECTING CHANGE DETAILS

• Purpose of this activity
• How the activity is performed
  • Data you need to collect for each change
  • Where to look for this information
• Tools to support this activity
  • Change details scoring

STEP 2 – ASSESSING EACH CHANGE

• Purpose of this activity
• How the activity is performed
  • Where to collect assessment data
• Tools to support this activity
  • Change characteristics assessment
  • Organizational attributes assessment
  • Prosci PCT assessment

STEP 3 – DETERMINING THE IMPACT ON EACH GROUP

• Purpose of this activity
• How the activity is performed
• Tools to support this activity
  • Impact score
  • Group Impact Matrix

Tab 5 - Analyze

OVERVIEW OF ANALYZE

HEAT MAPS

• Purpose of this activity
• How the activity is performed
  • Heat Map for a single change
  • Organizational Heat Map
  • Example Heat Maps
• Tools to support this activity

PLOTS

• Purpose of this activity
• How the activity is performed
  • Investment vs Strategic importance
  • Investment vs Disruption gap
  • Investment vs Scope
  • People risk plot
  • Schedule collision
  • Investment vs Risk vs Project Health
• Tools to support this activity

PORTFOLIO DASHBOARD

• Purpose of this activity
• How the activity is performed
  • Statistical summary outputs
  • Portfolio Dashboard statistics analysis
  • Risk identifications
• Tools to support this activity

Tab 6 - Act

OVERVIEW OF ACT

• Big picture for Act phase

IDENTIFYING RISKS

• Purpose of this activity
• How the activity is performed
  • Inputs – what you have in front of you
  • Risks to look for
  • Identifying changes at risk
  • Identifying groups at risk
  • Identifying points in time at risk
  • Overall portfolio risk
• Tools to support this activity

PRESENTING THE PORTFOLIO

• Purpose of this activity
• How the activity is performed
  • Creating your presentation
  • Tips for effective portfolio presentation
• Tools to support this activity

ACTING ON THE PORTFOLIO

• Purpose of this activity H
• How the activity is performed
  • Portfolio action checklist

Tab 7 - Monitor, Manage and Control

OVERVIEW

CHANGES ENTERING THE PORTFOLIO

• Adding changes to the portfolio
  • Using portfolio impact to guide decisions

CHANGES EXITING THE PORTFOLIO

• Data on projects exiting the portfolio
• Learning from changes leaving the portfolio

ADDING THE EMPLOYEE PERSPECTIVE

• Importance of the employee perspective
• Collecting data on level of disruption

Tab 8 - Building Change Management Competency

OVERVIEW

• Change capacity impact
• Change disruption impact
• Defining change management competency

GOAL OF ECM

ECM COMPONENTS

• Leadership
• Project
• Skill
• Structure
• Process
  • Sequencing of tactics
• ECM components worksheet
• ECM assessment

ECM AS A PROJECT

• Vision steps
• Strategy steps
• Implementation steps

BENCHMARKING FINDINGS

ACTION PLAN FOR BUILDING CHANGE MANAGEMENT COMPETENCY

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