Suceeding at Upstream, Midstream and Downstream Change Management

Copyright Prosci 2015. All rights reserved. 1

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Prosci Change Management Webinar Succeeding at Upstream, Midstream and Downstream Change Management

Copyright Prosci 2015. All rights reserved.

Prosci by the #s: 8

17 80%

4500+ 30,000+ 80,000+

Longitudinal studies Years of research Fortune 100 companies Research participants Certified practitioners Community members

Contact Prosci: Telephone: +1-970-203-9332 Email: [email protected] Website: www.prosci.com

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.

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Prosci’s Mission Our Principles: • Research-based • Holistic • Easy-to-use

Our Resources: •  Published products and tools •  Web-based tools and applications •  Face-to-face training •  Train-the-Trainer

To help individuals and organizations build their own change management capabilities through development and delivery of research-based, holistic, and easy-to-use tools and methodologies.

Prosci® Webinars •  Educational •  Thought provoking •  Insights into new development

•  New ideas, phraseology, language, and frameworks •  Give you at least an hour per week to think about

change management

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Agenda:

•  Foundation

•  Upstream

•  Midstream

•  Downstream

•  Resources

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Prosci Portal: Your Virtual Change Management Workbench

http://portal.prosci.com


Foundation: Oil & Gas Sectors

5

www.slideshare.net/UPES_Dehradun/financing-of-downstream-projects-in-oil-gas-sector

Exploration Production

Transportation Processing

Refining Distribution

Upstream Downstream Midstream


Streams for Change Management

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Selling change management

Doing change management

Evaluating change management

Elevating change management

A framework for thinking about the work you do




Getting on the project. Getting commitment, buy-in and priority. Winning over leaders and project teams. Landing the gig.




Applying change management on an initiative, project or program.

Integrating into project management and plan.



Evaluating and Elevating change management

Measuring how well you are doing change mgmt.

Measuring your impact.

Leveraging to more projects

and parts of organization







Getting on the project. Getting commitment, buy-in and priority. Winning over leaders and project teams. Landing the gig.

Applying change management on an initiative, project or

program.




Leveraging to more

projects and parts of org.

Change Management Streams: Big Picture


Deeper Dive into Each Stream

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1.  Why the stream is important 2.  Benchmarking data on the stream 3.  Resources available to support you

But first, a quick guide to resources…


Resources organized by “stream” stage

Upstream: Selling CM

Midstream: Doing CM

Downstream: Evaluating CM Elevating CM

My Resources: Tools you have purchased or received through training

Available Resources: Your “app store” of downloadable

and subscription tools

Freesources: Free resources for building change

management knowledge

Navigating Your Portal Homepage

Create your free account: portal.prosci.com

Your Virtual Change Management Workbench


4 Resource Types

Webinar replays

Tutorials & resources

Cloud-based apps Downloads

Learning

Tools Apply on multiple projects

and track over time

PDFs MS Office Learning Guides

On demand access, acclaimed webinars with

slides and handouts

Professionally formatted for your library or to share

with others



Industry-leading resources available to empower your success in

Upstream, Midstream and Downstream change management



Why is

important?

Commitment and buy-in

“Must have” not “nice to have”

Avoid LIFO (last in, first out)

To secure the resources, funding and mindshare to “do” change

management on the project



To senior leaders To project teams

•  Benefit realization and financial outcomes

•  Project impact •  Risk management

•  Increase project results and outcomes

•  Focus on adoption and usage

•  Minimize risks Prosci 2014 Benchmarking Data Copyright © Prosci Inc. All rights reserved.

Had to justify change management 65% 60%

How did you make the case?



Prosci 2014 Benchmarking Data Copyright © Prosci Inc. All rights reserved. Data from 2007, 2009, 2011, 2013.

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16%

46%

77%

96%

0%

20%

40%

60%

80%

100%

Poor Fair Good Excellent (n=244) (n=653) (n=834) (n=165)

Percent of study participants who met or

exceeded objectives

Change Management Effectiveness

The better we manage the people

side of change, the better results

we achieve



Your Upstream Story: •  Achieving our intended results and outcomes from this

change requires employee adoption and usage •  If we fail to drive sufficient adoption and usage, we will

not be successful and face additional risks and costs •  Change management is an enabling force for capturing

benefits and value in change

Current Future Transition

Impacts of poor adoption and usage



Keys to success in Upstream:

1.  Context – change success 2.  Solve a problem (theirs) 3.  Language (theirs) 4.  Pain points (theirs)

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Cloud-based apps  CMROI Calculator

Downloads  Business Case for CM Template  Business Case and CMROI Bundles  Prosci Change Scorecard (coming soon)

Webinar replays  How to Calculate CMROI  How to Write a Business Case  Engaging PMs in CM  Start Talking About What You Deliver  Five Tenets of CM  Presenting the Value of CM in Context

Tutorials & resources  Case for CM Tutorial Collection

Learning

Tools



Why is

important?

Adoption and usage do not happen by chance

Prosci’s research shows that there are repeatable activities that support individual transitions

A structured approach, scaled and integrated into the project

plan, increases success



0%

20%

40%

60%

80%

'03 '05 '07 '09 '11 '13

Percent of participants using a structured approach

0%

20%

40%

60%

80%

“Good” or “Excellent” Change Management

Used a methodology

Did not use a methodology

Met or exceeded objectives

0%

20%

40%

60%

80% “Good” or “Excellent” Change Management

With a dedicated resource

Without a dedicated resource

74% had a dedicated change mgmt resource



Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee

adoption and usage

First Degree Contributors

Second Degree Contributors

Prosci 2014 Benchmarking Data Top Contributors to Success Copyright © Prosci Inc. All rights reserved.



Initiate Plan Design Develop Deploy

“Go Live” Kick off

Phase 3: Reinforcing

Change

Phase 2: Managing Change

Phase 1: Preparing

for Change

A D K A R

Strategy Plans Measures

General Project

Lifecycle

Individual Change Journey

Milestones

Organizational Change Mgmt

Activities

Major events

Prosci® ADKAR

®

Model

Prosci® 3-Phase Process



Prosci® ADKAR® Model Milestones of Successful Individual Change

Awareness “I understand why…”

Desire “I have decided to…”

Knowledge “I know how to…”

Ability “I am able to…“

Reinforcement®

“I will continue to…”

ADKAR and “Awareness, Desire, Knowledge, Ability, Reinforcement” are registered trademarks of Prosci

Successful individual change occurs when you hear…



Prosci® 3-Phase Process Deliverables and Work streams of Organizational Change Management

Preparing for Change, Managing Change and Reinforcing Change are registered trademarks of Prosci

Phase 3 – Reinforcing

change™

Phase 2 – Managing change

Phase 1 – Preparing for

change

Change resistant

Change ready

Small, incremental

Large, disruptive

Change characteristics

Organizational attributes

Medium risk High risk

Medium riskLow risk

Mfg Dist IT BU 1 BU 2

Situational Awareness Supporting Structure

Sponsor Model

Communications plan Sponsor roadmap

Coaching plan Training plan

Resistance mgmt plan

Customized Scaled Targeted Aligned to BP

Compliance audits Gap identification

Success celebration Reinforcement mechanisms

Transfer of ownership



Keys to success in Midstream:

1.  Structured, holistic approach 2.  Dedicated resources 3.  Individual milestones (ADKAR) +

Organizational activities (3-Phase Process) 4.  Integrated into project plan

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Cloud-based apps  Pilot Pro  PCT Analyzer eBest Practices  ADKAR Dashboard (coming soon)

Downloads  Change Management Blueprint  CM Tracker Lite (coming soon)

Webinar replays  How to Integrate CM and PM  Advancing the Discipline  How to Manage Resistance  How Leverage the Five Levers  How to Apply ADKAR  Prosci Methodology

Tutorials & resources  Research Exposé  Prosci Methodology Tutorial Collection  Integrating CM/PM Tutorial Collection  Roles in CM Tutorial Collection

Learning

Tools



Methodology Resources Prosci 3-day Certification Program Online Pilot Professional

•  Open-enrollment •  Onsite •  Master instructors

“I’m truly inspired!”

“Best training program I have attended in my career!”

Interactive experience where you apply the research-based methodology

and tools as you learn them




Why is

important?

Builds credibility, acceptance and accountability

Provides direction and clarity on what we are working toward

Leveraging forward wins and proofs of success


Change capability/agility is a crucial core competency



Evaluating how you did Five benchmarking questions:

1. Did you measure the effectiveness of your change management effort in support of the project? What metrics did you use?

2. Did you measure whether the change was occurring at the individual level? What metrics did you use?

3. Did you have to report on change management effectiveness of the project? To whom? What metrics did you use?

4. How did you demonstrate the value-add of applying change management on the project?

5. How did you measure the overall outcome of applying change management on the project?



Evaluating how you did Overall change outcomes

Organizational Performance

Change MgmtPerformance

IndividualPerformance

Organizational Performance

Org Readiness and Change Requisites

Progressto Plan

Resultsand

Outcomes

Change MgmtPerformance

Preparing : Strategy and

Plans

Manag ing : Implementation

Activities

Reinforcing : SustainingActivities

IndividualPerformance

Individual Readiness

Engagement, Participation, and Adoption

Usage and Performance

Early Mid Late

Prosci Change Scorecard How much value did the project generate

(benefit realization)?

How effectively did impacted employees bring the change

to life in their work?

How well did we “do” change management?



Sponsorship

Communications

Middle Management Engagement

Employee Engagement

Change Management Approach

Change Management Resources

Integrating with PM

The Goal: Employee adoption and usage

First DegreeContributors

Second DegreeContributors

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Evaluating how you did Alignment with industry best practices

eBest Practices Audit



Elevating toward a capability

Project-by-Project

Organizational Capability

Consolidating “wins” on specific projects toward building a true

organizational capability (Enterprise Change Management)

Project ECM:

Level 5 Organizational Competency

Level 4 Organizational Standards

Level 3 Multiple Projects

Level 2 Isolated Projects

Level 1 Ad hoc or Absent

Current Transition Future

Technical side

People side

Objective: Build change capability and agility to

deliver better results and outcomes of change,

increase resilience and reduce saturation.

Prosci Change Management Maturity Model



Keys to success in Downstream:

1.  Agree on what will be measured 2.  Multi-layered measurement of

both Outcomes and Activities 3.  Strategically select and rigorously

document proofs of success 4.  Treat “capability build” as a change project

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Cloud-based apps eBest Practices Audit  Maturity Model Audit  ECM Roadmap

Downloads  Best Practice Audit (static)

Webinar replays  Future of CM: Data and Trends  Diagnosing Alignment with Critical Success Factors  How to Build Change Capabilities (ECM)  Determining your Org Change Maturity  Succeeding at Up, Mid, Downstream

Tutorials & resources

Learning

Tools



Using the Streams of Change Management

•  Understand where you are

•  Understand what to do next

•  Understand what resources are available

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Using the Streams of Change Management

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Project A:

Project B:

Project C:

Project D:

Project E:

You may be at different “streams” for various projects you are supporting

The framework helps you focus

your efforts







Getting on the project.

Getting commitment, buy-in and priority.

Winning over leaders and project teams.

Landing the gig.

Applying change management on an initiative, project or

program.




Leveraging to more projects and parts of org.

Prosci empowers success in all streams


Initiate Plan Design Develop Deploy Sustain

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Project Health

Change Scorecard

Best Practice Alignment

CMROI Calculation

ADKAR Progress

Adoption contribution

Installation contribution

100%

50%

36%

3-Phase Process

Phase 1: Preparing for Change

Phase 2: Managing Change

Phase 3: Reinforcing Change

Empowering Resources applied across the project lifecycle to catalyze adoption, results and value


Your logo here

Your custom suite of tools accessible here

Portal Site Licenses to equip your change agents with empowering tools


Available à la carte Or with an “All Access”

pass ($2000/year)

A Prosci Portal account is free to create with immediate access to Freesources and ability to purchase and subscribe to empowering tool


Upstream CM  CMROI Calculator

 Business Case for CM Template

 Bus Case/CMROI Bundles

 Change Scorecard

 How to Calculate CMROI

 How to Write Bus Case

 Engaging PMs in CM

 Start Talking About What You Deliver

 Five Tenets of CM

 Presenting Value in Context

 Case for CM Your virtual CM workbench Free to create account now

Create a custom site for your change practitioners

http://portal.prosci.com [email protected]

Learn more: http://empower.prosci.com/prosci-portal-information

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Midstream CM  Pilot Pro

 PCT Analyzer

eBest Practices

 ADKAR Dashboard

 CM Blueprint

 CM Tracker Lite

 How to Integrate CM and PM

 Advancing the Discipline

 How to Manage Resistance

 How Leverage the Five Levers

 How to Apply ADKAR

 Prosci Methodology

 Research Expose

 Prosci Methodology Tutorials

 Integrating CM/PM Tutorials

 Roles in CM Tutorials

Downstream CM eBest Practices Audit

 Maturity Model Audit

 ECM Roadmap

 Best Practices Audit (static)

 Future of CM: Data and Trends

 Diagnosing Alignment

 How to Build Change Capabilities

 Determining Your Org Maturity

 Succeeding at Up, Mid, Downstream

Suceeding at Upstream, Midstream and Downstream Change Management

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