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Levers of Project Agility:

Change Management
Ardi Ghorashy
IIL Trainer/Consultant

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We may be using agile processes in our


projects.

We may even have extended the use of


agile management practices into other
areas of business.

However, our ability to realize the


expected benefits within the expected
time horizons is largely affected by the
degree of buy-in across the organization.

Change management best practices


greatly mitigate impediments to
acceptance, reduces resistance and
increases uptake of new organizations,
new products, new processes, and new
systems enabling the ability to achieve
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timely benefit realization.

Scenario Background
Company A & B set off to develop a new product with identical business
cases.
Both companies use similar agile frameworks for developing the product and
its features. Due to competitive reasons, neither of the companies can
release their product until a certain number of features are built, tested, and
working.
Both companies need their sales, customer implementation, billing, customer
support, and operations support departments to fully embrace the new
product, its business processes, and systems in order to meet financial
Company A
Company B
targets.
Assigns a change manager & a

communication specialist to work with the


project manager
Amanda is a customer implementation

supervisor in company A

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Assigns a project manager and employs

no formal change management


Belinda is a customer implementation
supervisor in company B

Project Business Case (at


Initiation)

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Morale, energy, and performance

The Change Curve


DENIAL

B2
1
A

SHOCK

PROBLEM-SOLVING
ANGER OR BLAME

3
BARGAINING
AND SELF-BLAME

4
5

ACCEPTANCE

DEPRESSION AND CONFUSION


Time
Kbler-Ross (1969)
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The Change Process Company A


Select a change model.
Identify drivers for change.
Define change.
Set up a change agent network.
Create a change vision and strategy.
Identify, segment, and analyze stakeholders.
Analyze change impact.
Develop personas and empathy maps.
Identify and plan for resistance.
Develop a communication plan.
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Set up communication and feedback channels.

The Change Process


Select a change model

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Organizational Change Models

1. Lewins 3-stage Model


2. Peter Senge Systems Thinking & Dance of Change
3. Kotter 8-step Model
4. Prosci ADKAR
5. GE Change Acceleration Process

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Lewins 3-Stage Model

Unfreeze
Define the
current
situation

Create a vision
of the desired
end-state

Change

Refreeze

a period of
confusion, challenge
and clarification

new mindsets and


habits formed and
established.

Identify the
forces that will
help drive and
resist change

Inertia is overcome, and existing habits


and mindsets are broken down

Lewin (1951)
International Institute for Learning, Inc. All rights reserved.

The Change Process

Select a change model.


Identify drivers for change.
Define change.
Create a change vision and strategy.
Analyze change impact.

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Change Impact Analysis


McKinsey 7S Organizational
Change Impact
1. Strategy: the plan to maintain and build
competitive advantage over the competition
2. Structure: the way the organization is
structured and who reports to whom
3. Systems: the daily activities and procedures
that staff members engage in to get the job
done
4. Shared Values: these are the core values of
the organization that are evidenced in the
corporate culture and the general work ethic
5. Style: the style of leadership adopted
6. Staf: the employees and their general
capabilities
7. Skills: the actual skills and competencies of
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Bridges Phases of Transition

ENDINGS
NEUTRAL ZONE
NEW BEGINNINGS

Bridges (2009)
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The Change Process

Select a change model.


Identify drivers for change.
Define change.
Create a change vision and strategy.
Analyze change impact.
Identify, segment, and analyze stakeholders.
Set up a change agent network.
Develop personas and empathy maps.

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13

Customer Implementation
Supervisor Persona
Amanda represents a Customer Implementation supervisor. The
persona of Amanda has been created with input from HR and her
line manager to represent a typical member of this group.
Amanda is 34 and has worked at S.B. since graduating. She started as a customer service
agent and has worked her way to this role through being promoted internally. She has a
diploma in Business Administration and has taken certificate courses at the local college in
Telecommunication. Amanda is married with 7 and 4-year old daughters and is now focused on
her career as she needs to continue making a good income to meet their monthly expenses
and maintain mortgage payments for the new house they bought two years ago.
Amanda is aware of the S.B. losses and has talked to her husband and a few work friends she
socializes with about the possible shut-down but has been hoping management will make some
changes to improve the current situation. While shutting S.B. isnt a complete surprise, she
feels many will empathize with her and resist.

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Empathy Map for Amanda


Customer
Implementation is
my domain

Blah-blah-blah
Jargon I dont understand

Management
never listens

We need to be more
competitive

Pain

Our staff has too many


products to learn

I know how to use


existing processes to
setup any product

Strangers and
consultants

Think & Feel

A new product is coming


down the pipe

We lack the right


products in our
segment

We should slow down


bringing so many
products into market

I am an expert
in my area

Hear

See

Many e-mails and


meetings
Meetings behind
closed doors
Financial reports
on sales figures

Say & Do
Management does not
understand how hard we
work to set up a customer

Have to learn yet


another product
Need to explain why
we cant use existing
systems

Ignores e-mails

All my efforts in
getting my team
master the last
product is to be
repeated

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Planning to take only


1 week of vacation
this year

May have bigger


opportunities
New skills =
more marketable

May win the new


product uptake
competition again

Gain

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The Change Process

Select a change model.


Identify drivers for change.
Define change.
Create a change vision and strategy.
Analyze change impact.
Identify, segment, and analyze stakeholders.
Set up a change agent network.
Develop personas and empathy maps.
Identify and plan for resistance.
Develop a communication plan.
Set up communication and feedback channels.

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Morale, energy, and performance

The Change Curve


DENIAL
SHOCK

PROBLEM-SOLVING
ANGER OR BLAME

3
BARGAINING
AND SELF-BLAME

ACCEPTANCE

DEPRESSION AND CONFUSION


Time
Kbler-Ross (1969)
International Institute for Learning, Inc. All rights reserved.

17

Morale, energy, and performance

The Change Curve


DENIAL
SHOCK

PROBLEM-SOLVING
ANGER OR BLAME

BARGAINING
AND SELF-BLAME

4
5

ACCEPTANCE

DEPRESSION AND CONFUSION


Time
Kbler-Ross (1969)
International Institute for Learning, Inc. All rights reserved.

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The Change Process

Select a change model.


Identify drivers for change.
Define change.
Create a change vision and strategy.
Analyze change impact.
Identify, segment, and analyze stakeholders.
Set up a change agent network.
Develop personas and empathy maps.
Identify and plan for resistance.
Develop a communication plan.
Set up communication and feedback channels.

International Institute for Learning, Inc. All rights reserved.

19

Morale, energy, and performance

The Change Curve


DENIAL
SHOCK

PROBLEM-SOLVING
ANGER OR BLAME

3
BARGAINING
AND SELF-BLAME

ACCEPTANCE

DEPRESSION AND CONFUSION


Time
Kbler-Ross (1969)
International Institute for Learning, Inc. All rights reserved.

20

Morale, energy, and performance

The Change Curve


DENIAL
SHOCK

PROBLEM-SOLVING
ANGER OR BLAME

BARGAINING
AND SELF-BLAME

4
5

ACCEPTANCE

DEPRESSION AND CONFUSION


Time
Kbler-Ross (1969)
International Institute for Learning, Inc. All rights reserved.

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Project Business Case @ Company


B
(end of Year 1 actuals)

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Project Business Case @ Company


B
(end of Year 1 with new forecasts)

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The Change Process

Select a change model.


Identify drivers for change.
Define change.
Create a change vision and strategy.
Analyze change impact.
Identify, segment, and analyze stakeholders.
Set up a change agent network.
Develop personas and empathy maps.
Identify and plan for resistance.
Develop a communication plan.
Set up communication and feedback channels.

International Institute for Learning, Inc. All rights reserved.

24

Morale, energy, and performance

The Change Curve


DENIAL
SHOCK

PROBLEM-SOLVING
ANGER OR BLAME

3
BARGAINING
AND SELF-BLAME

ACCEPTANCE

DEPRESSION AND CONFUSION


Time
Kbler-Ross (1969)
International Institute for Learning, Inc. All rights reserved.

25

The Change Process


Select a change model.
Identify drivers for change.
Define change.
Set up a change agent network.
Create a change vision and strategy.
Identify, segment, and analyze stakeholders.
Analyze change impact.
Develop personas and empathy maps.
Identify and plan for resistance.
Develop a communication plan.
Set up communication and feedback channels.
International
Institute
Learning, Inc. All rights
reserved. skills, and provide support.
Focus
on for
individuals,
develop

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Morale, energy, and performance

The Change Curve


DENIAL
SHOCK

PROBLEM-SOLVING
ANGER OR BLAME

3
BARGAINING
AND SELF-BLAME

4
5

B
6

ACCEPTANCE

DEPRESSION AND CONFUSION


Time
Kbler-Ross (1969)
International Institute for Learning, Inc. All rights reserved.

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Project Business Case @ Company


B
(end of Year 3)

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The Change Process

Select a change model.


Identify drivers for change.
Define change.
Set up a change agent network.
Create a change vision and strategy.
Identify, segment, and analyze stakeholders.
Analyze change impact.
Develop personas and empathy maps.
Identify and plan for resistance.
Develop a communication plan.
Set up communication and feedback channels.

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Agility in Benefit Realization

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IIL Change Management Courses


Change ManagementTM Foundation
Change ManagementTM Practitioner
Organization and PeopleChange
Management
Project andChange
Managementfor Lean Six Sigma
Leading OrganizationalChange
Change Agility
Email learning@iil.com for details and
pricing
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