Individual and Organizational Change Management Integration Plan

Individual and Organizational Change Management Integration Plan

The complexity that accompanies change and the process that goes along with it means different things to different people. As a result, we must view change through two lenses of individuals and organizations  because they are parts of a complex system. This intricacy blends art, science, culture, inputs, outputs, feedback, leadership, strategy, governance, competency, internal and external forces, change impacts, individual needs and values, management practices, change activities, skills, communications planning and more.

Convergence, the concept that there are always many ways to get to the same result, is a reality when we are creating strategic plans for new endeavors. Good change leadership involves anticipating how we will navigate potential impacts to individuals, teams and organizations collectively because they are inextricable. Assessments and coaching tools are available which can help us in performing readiness temperature checks, identifying potential pockets of resistance and understanding where people are on the change curve so we can determine appropriate action plans.

The three-phased Prosci® approach in the diagram is an example of a tool that I like to use with leadership early in the process because it clarifies the mystery of change management. It illustrates that we have a structured approach to managing people (teams, and organizations), processes and technology from a current state towards the program’s desired future state. In addition, it builds off of previous posts where we examined using Awareness, Desire, Knowledge, Ability and Reinforcement (ADKAR®) as a tool for gaining commitment from individuals to increase adoption. It is also tied to how we implement strategic engagement by partnering with the PM and Senior Leaders to integrate change management into the project plan. This is important because according to Prosci’s annual benchmarking research on change[1], the greatest overall contributor to project success is active and visible sponsorship

There are countless templates, tools, and approaches used by Change Management Practitioners everywhere. It is important to me that this blog is a forum where people feel comfortable sharing what they agree or disagree with along with best practices or key learnings. As a result, below are some questions I invite you to answer:

  1. What approaches (good, bad or indifferent) have you taken that integrate changes experienced by people and organizations and what did you learn from it?
  2. What approaches have you observed and what did you think about it?

I look forward to hearing from you, thanks for visiting my blog!

I will honor desired anonymity, so if you would like to leave a response without having your name listed, please feel free to let me know!

Root Cause Analysis – Getting to the Why

There are many ways to approach problem-solving, one of which we often use in business, is called Root Cause Analysis. Root Cause Analysis (RCA) is a systemic approach and a way of linear thinking that gets to the bottom of why a something occurs and figuring out what might be done to prevent these problems in the future. Below is one five-step process used to solve for RCA.Root-Cause-Analysis-Getting-to-the-why

1.  Clearly define the problem:

  • What is happening?
  • What symptoms come along with what is happening?

2.  Collect and analyze the data:

  • How long has this problem existed?
  • What is the impact of this problem?
  • What can we learn about it?

3.  Determine possible causes by asking “Why?” continually until you can go no further:

  • What happened first, second, third that brought us to this setback?
  • What conditions are allowing this to occur?
  • Why?  Why?   Why??

4.  Identify the root cause:

  • What is responsible for the problems identified in #3?

5.  Brainstorm & implement solutions to fix it

Engagement: Integrating Change Management with Project Plans

Change Management and Project Plan IntegrationFocusing on the people side of change is arguably one of the most important tasks as we begin phase one of preparing for a change initiative. In early phases of a project, we are seeking to understand the nature of the change and preparing the organization for it. Exceptional change management works when we partner with leadership to ensure timely and consistent messaging, early and often.

According to Prosci’s annual benchmarking research on change, the greatest overall contributor to project success is active and visible sponsorshipAs facilitators’ of the change, we have the unique opportunity to bring sponsors along on the journey at this point, so they understand why their role is critical in mitigating resistance, driving uptake and ensuring positive end-user adoption. We also can provide them with coaching and tools needed to carry out their roles throughout the change process.

As we move towards phase two, managing the change, we need to think about how we are going to engage the project manager for discussion to integrate change deliverables and change activities into the project plan. Building rapport starts with laying out the process of how we will prepare for, manage and reinforce the changes. It is the perfect way to set up role clarity and frame desired outcomes; while ensuring a shared vision.

What is your integration approach in partnering with the project manager for these discussions? Please join the conversation and share your best practices below. I look forward to hearing from you. Thanks for visiting my blog!

Individual Change Commitment for Increased Adoption

Some days I have a “love-hate” relationship with blogging because it isn’t a clean, cut and dry process. Although I have an idea of what I want to write, it takes time to figure out how to put the words together.

Bird by Bird,” a book about writing by author Anne LaMott, contains a brilliant piece called; “Shitty First Drafts” (SFD) where she explains why the first draft we write is always the worst. It is usually longer than it needs to be, it may not flow well, etc. Towards the end of this excerpt, she states; “Almost all good writing begins with terrible first efforts. You need to start somewhere. Start by getting something — anything — down on paper. A friend of mine says that the first draft is the down draft — you just get it down. The second draft is the up draft — you fix it up.

In her book “Rising Strong,” Brene Brown applied Anne’s concept of SFD to our behaviors, which I believe could be an interesting application in change management resistance. For Brown, an SFD is the first story we make up in our heads before we have all the information needed to be pragmatic about the real story. When we realize we have an SFD, she recommends asking ourselves other questions such as:

  • What do I know objectively?
  • What more do I need to learn and understand about the other people in the story?ADKAR Individual Change Commitment Progress
  • What more do I need to learn and understand about myself?

The concept of an SFD as applied by Brown aligns with how people handle change individually in the workplace. When we are in phase 1: preparing for change, collaborative conversations center around outcomes so we have a clear definition of what successful change will look like for organizations and individuals. During this time, we identify change qualities, assess the organization, integrate change into the project plan, select a change sponsorship model and more.  This post focuses Prosci’s individual change management model, ADKAR® which is an acronym based on the five building blocks for change that include:

  • AWARENESS of the need to change
  • DESIRE to participate in, and support the change
  • KNOWLEDGE of how to change (and what the change looks like)
  • ABILITY to implement the change on a day-to-day basis
  • REINFORCEMENT to keep the change in place

This model is linear and there are tools to assess where people fall in the commitment process. Our goal is to make sure end users have to tools to effectively adopt, embrace and reinforce the change so the behavior is sustained post go-live.

It is important to note that there will be groups and people who will move up the change commitment level at different strides, and in various ways. The right coaching plan roadmaps will be a great tool to guide sponsors and stakeholders so they are mentored differently to ensure message positioning is coming from the right channels and gets everyone excited. Increased adoption occurs when each group understands the current and future state, the business need for the change, how they will be impacted and what is in it for them to incorporate the new behavior(s), etc.

Please share stories, challenges or remedies you have used to deal with resistance to change.

If you would like to remain anonymous, just let me know in your post and I will be sure to honor that. Join the conversation and thanks for visiting my blog!

Circles of Meaning

Once in a while, I like participating in the “Weekly Photo Challenge” over at The Daily Post. A new meme comes out each Friday and I think about the proposed topic. I wonder what I could say about it and what my readers will be interested in as well. This week, Cheri asks us to let a shape, a circle, inspire us.

Circles Change Management Business TimeI took this picture at the James J. Hill Business Library because it had a certain old world charm that grabbed my attention. I like the concept of time as it relates to the evolution of knowledge throughout the ages.

Circles have been used metaphorically since the beginning of history. In many cultures, they represent unity, enlightenment, divinity and protection. At first glance, a circle can seem simple, yet they are one of the most common and universal signs used throughout history of the world.

Circles have symbolic use in divinity: For example, with Taoism the Yin Yang image embodies two forces in the universe that are opposites that balance one another. Hinduism uses the Dharma Chakra to represent the wheel of law that leads to enlightenment. Artists have used halos in Christianity and Buddhism to symbolize light and holiness. Paganism circles exemplified supernatural forces, and in ancient times Celtics stood inside of circles for protection.

Circles are symbols of inclusiveness, wholeness and eternity because the continuous line characterizes something with no beginning and no end.  They also represent completion or “coming full circle,” as in starting where one began. Circles often remind us about the cycles of life, years, seasons, days, minutes, hours and of course, TIME.

In business we use circles in many ways. In meetings, we sit in circles, in flow charts, circles show beginning or ending of processes, we move in cycles from centralizing to decentralizing something away from or to something else. We also assume many things in business happen in linear patterns, which is not the case. A circle could be a way to make the case for this.

In change management, we can think about circles as cycles of behavior. We evaluate and measure individual change differently than organizational change because successful organizational change happens when individuals deliver and sustain the new behavior.  Our focus is to change old ways of thinking by providing various levels of coaching guides and tools for leadership, Circles of Concern Influence Change Controlstakeholder and sponsors during different stages of projects.

We provide assessments to mitigate resistance to change because we understand that behaviors happen in cycles or patterns. One example of many, might be to leverage Steven Covey’s “Circles of Influence” model (where appropriate) for conversation about what we control, influence and have concerns about.

When we integrate change management with project management, studies have proven it leads to higher levels of success such as increased in adoption rates and sustaining of new behaviors.

Are there other ways you see circles used as symbols in business, project and change management? I’m looking forward to having you join the conversation. Thanks for visiting my blog!

 

Ritual, Change and Weisbord’s Future Search Conference

Change_Management_Strategy_RitualOrganizational change creates unavoidable uncertainty, resistance and chaos. Systems thinking can help in identifying negative consequences and to achieve positive outcomes. But the impact of transformation requires looking at people, groups and the larger system[1]. By taking this approach, organizations can build change coalitions with employees at all levels. In times of uncertainty it is essential that everyone has the opportunity to provide input and feel empowered to make decisions.[2]

Formal rites of passage or rituals are important and often an overlooked tool to overcome these challenges. Rituals build culture, strengthen relationships and are particularly important for acknowledging challenges, celebrating wins or forging new paths. In times of change, stakeholders often need a way to declare it is time to say goodbye to the old way of doing things because there is no turning back. The idea of farewell as a process can pave the path towards embracing a shared vision for moving forward. Future Search Conference is one example of a tool that can help to successfully facilitate this process.

 

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