Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology...

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Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP September 17, 2015 Twitter: @katherine_jones LI: Katherine Jones

Transcript of Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology...

Page 1: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Managing Change in the Face of New HCM Technology

Dr. Katherine JonesVice-President, HCM Technology ResearchBersin by Deloitte Deloitte Consulting LLP

September 17, 2015

Twitter: @katherine_jonesLI: Katherine Jones

Page 2: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.
Page 3: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

70%

Of change initiatives fail

Source: Leading Change. John Kotter. Harvard Business School Press, 1996

Page 4: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Agenda to get you into the 30% The issue

The Gottchas

Planning your plan

Page 5: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 6: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

The Big Picture of Business Transformation

Change Manage

ment

Processes

Technology

Nothing will change if the people don’t

change…

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015

Page 7: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

What Change Management

Is

• The process which empowers employees to embrace large-scale organizational change

• The use of tools and techniques to facilitate those processes

What Effective Change

Management Does

• Facilitates people’s movement from a current state to a future state, minimizing disruption to the organization and maximizing the desired results

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015

Page 8: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Why is Change Management Important?

Research tells us that

70% of change management initiatives fail.

Source: Leading Change. John Kotter. Harvard Business School Press, 1996

Garr, Stacia
You already made this point -- seems unnecessary to repeat it here (I know this is not a QRM comment -- just a general one)
Page 9: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Steps to Address

Stakeholder Analysis

• By Groups

• By Influence

Capability Gap Analysis

• Skills required

• Skills in place

Readiness Assessment

• Ready or Not?

• Will They Change?

Garr, Stacia
Suggest adding a source to this page
Page 10: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015

Page 11: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

What You Can Learn if You Have a Business Case

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015

Garr, Stacia
This is pretty tough to read
Page 12: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

2

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Garr, Stacia
Add your source
Page 13: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Determine What Success Will Look Like—Upfront

How will you measure success at the project’s end?

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015

Page 14: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015

Page 15: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Get Onboard with Your Captain

The Executive Champion is Central to Success

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Garr, Stacia
Source?
Page 16: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 17: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Pick Your Crew Carefully

Select team members

Assign a “Decider”

Develop a back-filling plan

Criteria:• Business acumen• Functional

knowledge• Promotable

Criteria:• Credible leader• Authority figure• Tie-breaker

Keep Your Crew:• Cross-train

peers• Hire temps• Prepare for

long term staffing changes

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 18: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

5

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Bersin by Deloitte / Katherine Jones, Ph.D, 2015

Page 19: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

The Trade Winds to Consensus

Resistance can sink your ship...Individuals are often opposed to change.

Lack of Awareness Awareness Understandi

ng Acceptance Buy-in Ownership

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 20: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Bersin by Deloitte / Katherine Jones, Ph.D, 2015

Garr, Stacia
Source
Page 21: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Capability Gap Analysis

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 22: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

The Relationship Between Competencies, Capabilities and Behaviors

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Garr, Stacia
Can you please source Candace and my's paper?
Page 23: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Example: What Level do you Require?

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Garr, Stacia
Can you please add in the full citation?
Page 24: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Example: Determining a Capability Gap

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Garr, Stacia
I know this is a generic example, but it still is one we put in our research, so suggest sourcing it.
Page 25: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Create a Worksheet

Garr, Stacia
Source?
Page 26: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Does your population have the

skills? The

experience? The

knowledge? The

resources? Are there

environmental factors?

Training/Hiring

ResourcesMaterialsSupport

structuresAlternative approaches

Sink or Swim? Analyzing Next Steps

Garr, Stacia
Suggest makingg your title more actionable
Page 27: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

But Are They Ready to Change?

Page 28: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Change Readiness Assessment: The Process

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 29: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

How Will You Ascertain Readiness?

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Garr, Stacia
Source?
Page 30: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Example

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 31: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Employee Sentiment: Survey Areas

Vision

Demographics

Leadership

Organizational Preparedness

Business Benefits

Competing Initiatives

Communication

Organization Reaction

Organizational Culture

Garr, Stacia
Source?
Page 32: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

When One and Done is Insufficient: A Sample Pulse Survey

LocationPositionFunction

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 33: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

And are they ready?

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Page 34: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015

Page 35: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

—Large U.S. Healthcare Business

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015

“Paint the vision of the future: cast a common vision across the enterprise of the benefits and the plan.Tailor the message to the different constituents− to our IT committee it

was cost/ benefits; − to HR, the strategic

impact of evidence-based HR that requires consolidation process.”

Page 36: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Communication Plan: Success Factors

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015

Garr, Stacia
Source?
Page 37: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Messages and Methods

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015

Garr, Stacia
Full source?
Page 38: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Important to the success of the project

Highly influential

Engage directly

Some impact

Somewhat influential

Involve and collaborate

Low impact

Not influential to others

Keep Informed

Different strokes for different folks; different amounts, different timing

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015

Garr, Stacia
Source?
Page 39: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

The Change Planning Model

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015

Page 40: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Integrating Design Thinking into Change Management

Source: Batterii.com; Fiordilino, Carlina. "It's a Matter of Perspective." 23 Mar. 2015. Web. 12 Aug. 2015.

Page 41: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Case in Point: Applying Design Thinking to Business Transformation

Transforming HR

Redundant platforms consolidated

On-premise solutions to Cloud

Run by change management experts

Applied agile, design thinking

Created “federated model” for L&D

shared infrastructure and tools

• Redefined roles of L&D and HR

Processes

Revamp

Retest

Deploy

Technology

ChangeManagement

Source: The Simplification of Work. Katherine Jones, Josh Bersin, and SAP. 2015.

Page 42: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Case in Point: Applying Design Thinking to Simplify Employee Service Delivery

Source: Fostering Change and Driving Productivity. Commonwealth Bank of Australia Case Study, Katherine Jones, Ph.D., Bersin by Deloitte, Deloitte Consulting LLP, June, 2015.

Garr, Stacia
Can you make the source bigger? Really hard to read. Also, were these written in Bersin publications? If so, suggest citing the full report.
Page 43: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015

Page 44: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Reports: Introduction to Change

Management: A Primer for HR Professionals Addressing Organizational Change

Beat the Odds: Manage Change in Your Organization

Selecting and Managing Solution Providers for Change Management

Deploying HCM technologies: Making Change Work

Supporting Materials:• Change Management Stakeholder Analysis• Change Readiness Assessment• Change Management: Capability Gap Analysis• Change Communication Strategy Template• Change Management—Seven Essential Elements for

Navigating the Sea of Change• Change Readiness Model• Multiple Case Studies

Related Bersin Resources

Garr, Stacia
Suggest saying "Related Bersin Resources"
Page 45: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

Questions?

Avoid the storms and rocky shoals to keep your change project afloat.

Page 46: Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP.

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Garr, Stacia
Can you make sure this is the most recent footer? Also, there should not be bullets in front of any of the text in the "About Deloitte" section