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Six keys to prepare for change

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Prosci and the Change Management Learning Center are proud to present this tutorial series focused on the top six keys when preparing for change.  Each tutorial in this series will focus on two of the top six keys that are essential for unlocking success when preparing for change. 
 

5

Identifying special tactics

6

Presenting the strategy


Key #5 - Identifying special tactics

Special tactics in your change management strategy may be required given your change and your organization.  You may be able to identify special circumstances or possible resistance before the program even begins.

Some areas to discuss regarding special tactics include:
 

Resistance Points 

  • Are you able to anticipate any specific points of resistance before the program begins?
     
  • Are there any middle managers or supervisors involved with a history of resistance?
     
  • Are there any front-line employee groups that may pose significant resistance?
     
  • Will some groups be more resistant to the change than others?
     

Special steps

  • Does the type of change require special consideration?
     
  • Do particular organizational attributes require special attention?
     
  • Will different groups be moving through the change at different times?
     
  • How many different "audiences" will the change management team be working with?
     


 

Key #6 - Presenting the strategy

Gather all the assessments and data you have compiled from the previous keys to preparing for change and combine them into a strategy.  Prepare a presentation for the project team and project sponsor to build support for your strategy that includes the following elements:

 


Change Management Strategy presentation template
 

1.  Change characteristics assessment results (including profile) 

Each change in your organization will be unique.  As a result the magnitude of the change management activities, the required sponsorship and your overall team structure will be unique as well - customized to your specific change.  Sizing the change and identifying your change characteristics is the first step to developing a high-level change management strategy.

For complete information about the change characteristics assessment see the first tutorial in this series.
 

2.  Organizational assessment results (including profile)

You must consider the attributes of the organization that is being changed when creating your change management strategy. Some organizations are ready, willing and able to change while others are change resistant. Assessing organizational attributes is key to developing a high-level change management strategy.

For complete information about the organizational assessment see the second tutorial in this series.
 

3.  Proposed change management team (structure and size)

Based on your analysis of the change and organizational assessment from above, you should have a general idea about the level of resources required for your change.  You have many options for the structure of your change management effort, ranging from an existing resource on the project team that spends only part time on change management to a separate change management team with dedicated resources.  

The change management team should be designed around the requirements of your unique change.
 

4.  Proposed sponsorship model and sponsor assessments

Like your team structure, your sponsor model should reflect the specific characteristics of your change and attributes of your organization.  Sponsorship is constantly cited (see Change Management Best Practices Report) as a key success factor in change initiatives.  Projects with active, strong and visible sponsors are more successful.  Poor sponsorship can result in project failure.

When selecting a sponsorship model most appropriate for your change, remember that the higher you scored on the change characteristics assessment and the organizational attributes assessment (meaning the more complex your change and more resistant your organization), then the greater the need is for strong sponsorship. 

Once you have selected your sponsor model it is important to determine if the managers you identified as critical sponsors currently support or oppose the change and determine the sponsorship competency of each of these managers. 

If you would like more information determining what team structure and sponsor model is right for your change and your organization see the Change Management Toolkit or Change Management Pilot.
 

5.  Risk assessment

Each change project has different attributes and therefore different risk factors. The project risk will be a function of the organizational attributes and the change characteristics.  For complete information on risk assessment see the second tutorial in this series.
 

6.  Recommendations for special tactics

Special tactics in your change management strategy may be required given your change and your organization.  You may be able to identify special circumstances or possible resistance before the program even begins.  For more details see key five above. 
 

7.  Next steps

After defining and creating your change management strategy the next step is to get the change management team ready, build the sponsorship assessment diagram and develop the sponsorship model.

The strategy considerations from the first six keys to preparing for change will help you develop the most effective change management plans including sponsorship, communications, coaching, training and resistance management.  Templates and assessments for each of these plans are provided with detailed instruction on their application to your change project in Prosci's 3-day change management certification program.  
 



Summary

The six keys described in this tutorial series are essential to unlocking success when preparing for change.  The change characteristics assessment and impact index combined with the organizational attributes, project risks and special tactics (the first five keys) allow your change management strategy and plans to be customized and tailored to the specific needs of your change and organization.  Pulling together all elements into a presentation to the project team and sponsor will help you build a case for the importance of change management in your upcoming project.

For a resource with complete templates, assessment and tools for preparing, managing and reinforcing change see the Change Management Toolkit or Change Management Pilot

 

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Related Resources:

Best Practices in Change Management: 426 companies share experiences in managing change and lessons on how to build great executive sponsorship. Includes success factors, methodology, role of top management, communications, team structure and more. The report makes it easy to learn change management best practices and discover the mistakes to avoid when creating executive sponsorship.

Change Management Toolkit: a comprehensive change management process including templates, worksheets, assessments, checklists and guidelines - a must have for change management team members and consultants.

Change Management Pilot: a fully electronic version of Prosci's popular Change Management Toolkit with templates, worksheets, assessments, checklists, eLearning modules, ready-to-use presentations and guidelines. 

NEW - Change Management Pilot Professional:  a fully electronic version that combines the Change Management Pilot with the Change Management Guide for Managers and Supervisors and Employee’s Survival Guide - a combination that allows you to reach each level of the organization.

Change Management Guide for Managers and Supervisors: a guide specifically designed for managers and supervisors dealing with change - complete with team and individual coaching activities, best practices findings and frequently asked questions.

Change Management: the people side of change: a solid foundation in change management perspectives, theories, activities and practices.

 


 

 

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