OCM Tasks for Project Plans by Phase Tactics / …

1 OCM Tasks for Project Plans by Phase Project Tactics /. Phase Task Description Includes Deliverables Initiation Define and Create alignment within the Project Overview: Business Case Validate the organization with a clear and What SWOT Analysis Change commonly held definition of Why Template the change, and the value it Consequences of adds to the organization not (increase revenue, reduce cost, implementing improve service, the change legal/regulatory compliance). Initiation Assess the Identify implementation Data Change Readiness Readiness of the strengths and weaknesses as gathering/generation Assessment Organization they exist in the current and appropriate Assess how organizational climate and action planning changes have culture: based on findings.

2 Been Measure potential barriers May include a go/no implemented in to success decision at this point. the past Evaluate change (lessons knowledge and beliefs learned/avoid Evaluate perceptions of making same the future state mistakes again). Measure resistance to Assess change organizational risk including maturity and capacity Initiation Assess or Create Ensure the right people at the Choose sponsor Change Readiness Sponsorship right levels of the organization strategy: Assessment are doing the right things in Command Assess terms of authorizing, Compromise sponsorship demonstrating commitment Collaboration and ownership for the change. Stakeholder Workbook OCM Chart Initiation Assemble the Define a charter that is Creating a superior Project Charter Change Team narrower in scope than the Change Team organization's strategy requires more than statement and states the good planning; it also expectations of management requires good in terms of goals and metrics.

3 People. To enact The Change Team must change, Change control the goals, which must Team members be measurable and should be experts meaningful. and stakeholders, The Change Team must also have positions of define its purpose, the authority, possess methods and procedures it good management and communication 2013 Project Management Solutions, Inc. 1. Project Tactics /. Phase Task Description Includes Deliverables will use, what is acceptable skills, and have the team behavior, and how it ability to focus on will resolve conflict and the change vision define team roles. and objectives. The Change Team must derive milestones from Project goals that represent intermediate states that it must achieve. The Change Team must control the number of milestones so that each one occurs at useful intervals.

4 Planning Identify Change Determine which components Choices: Change Approach of the change are compliance Pay now Management Action or commitment-driven, and (cheaper) plan identify targets' frame of Pay later (more reference. expensive). Planning Build Communicate the right Marketing plan : Communications Communications messages to the right Target audiences plan plan people at the right times by grouping using the right vehicles, /type with emphasis on two-way Communications communication media Create the vision Messaging Articulate compelling need Schedule of for change events Planning plan for Continual process To achieve Metrics Continuous improvement will cause an continuous Improvement organization to produce better improvement, an products more reliably and organization efficiently, and enhance must use good customer satisfaction and performance value.

5 Measures and management must monitor them and respond to them, as necessary Auditors should verify that the selected metrics are accurate measures of business goals 2013 Project Management Solutions, Inc. 2. Project Tactics /. Phase Task Description Includes Deliverables Planning Create Involve targets throughout the Prioritized Tasks with Project Implementation organization. Even in resource Schedule plan compliance driven change assignments. Try to Resource plan when targets cannot be include early/easy Issues Log involved in what the change is, wins ( low hanging Risk Register involve them in how it gets fruit ) to help sway Weekly implemented. targets to favor the progress change. meetings Execution Build Change Develop competence for OCM Effective change Assess change Agent Capacity methodology implementation.

6 Agents (ensure they agents Initiatives with high resistance are champions, not Updated OCM. require more sponsor resistors): Chart intervention and change agent People who plan , capacity. support, and implement the change Guiding Coalition Act as the bridge between the Sponsors and Target Population Understand the impact of change on the people, structure, processes and culture Have the capability to influence others and make the change happen Execution Create Cultural Fit Align the change with the Become aware of Assess cultural fit culture. effective and ineffective cultural elements in relation to implementation success. Execution Develop Target Identify, measure and manage Data Assess target Readiness the sources of resistance to the gathering/generation risk including change among the targets who and appropriate maturity and are most impacted.

7 Action planning capacity based on findings. Identify May include a go/no resistors decision at this point. Updated OCM. Chart 2013 Project Management Solutions, Inc. 3. Project Tactics /. Phase Task Description Includes Deliverables Monitor and Develop Alignment of reinforcement Training Metrics for Control Reinforcement mechanisms with performance coaching and measuring Strategy measures and communicated mentoring performance /. expectations. Rewards for compliance: desired Metrics should behaviors measure the Penalties for desired undesired characteristics behaviors of a change effort Measure how the performance of an organization compares to the desired state Indicate the progress of a change effort towards the desired change goals Close-down Create Adoption Delivered to sponsors (only) at Purpose of the Adoption and and Utilization the conclusion of the Project as plan Utilization Guide Guide for a guide for helping them to OCM Context Sponsors ensure ongoing adoption and OCM.

8 Utilization of the change. Deliverables Recommenda- tions Close-down Conduct Project postmortems are Analyze the strengths Lessons Learned Postmortem internal assessments of a and weaknesses of Project performed by Project the defined change personnel at the end of a management Project . processes. 2013 Project Management Solutions, Inc. 4.