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© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
11
The Adaptive PMO:
Manage and maintain Change Management
for Long Term Success
December 3rd, 2020
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
22
With over 35 years of experience working with and for FTSE 100 companies,
Colin has a successful record of delivering change, continuous improvement
and raising quality standards in large organisations.
Colin has spent the last 20 years helping develop the KeyedIn solution, firstly
as a customer and more recently as Services lead and now Product Owner.
Your Presenters
Audra Proctor has over 20 years experience in multi-industry and
international change execution, is an author and regular change insights
speaker at both public and client events.
At Changefirst she manages global client & partner relationships and leads
proprietary methodology and digital solution development.
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
33
Change in the current Context:
• The need for Strategic Change.
• The Adaptive PMO.
• How are we doing?
Why Change Management?
• A strategic approach to Change.
• Some practical examples and results.
Joining it up:
• People, Process and Technology
• Adaptive Portfolio and Strategic Change Management
Questions?
Agenda
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
44
Strategic Change
Requires solving a different set of
business problems, beyond
transactional projects:
• Business transformation
• Digital transformation
• Portfolio optimization
• Changing portfolio priorities
• Product portfolio management
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
55
“Delivering the best portfolio of projects
faster and responding to changing
priorities”
The Adaptive PMO
Focus on Value, Products and
Projects.
Centralised visibility regardless
of delivery approach.
Continuous Improvement through
measurement.
“Turn Quickly, Place the Right Bets,
Deliver Faster.”
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
66
Digital Transformation
CHALLENGE: CIOs implementing digital business initiatives have
identified culture as a significant roadblock.
RECOMMENDATION: Build organizational change management
capabilities by adopting an … approach based on established
industry best practices and integrating those OCM practices into
program and project planning.
what is required for success?
CIOs Need Organizational Change Management and Change Leadership for Digital Business, Aug. 11, 2020
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
77
Organizations’ implementation
record is poor
88% of organizations implementing major programs suffered a significant dilution of
value (Bain, 2016)
On average, 1 out of every 3 software projects fail, and more than 80% of projects run
over time or over budget” (Information Age 2017)
Poor outcomes for people
48% say they are
overwhelmed by the
amount of change
Over 50% ‘accept’
change rather than
being committed to
the change
Initiative Legacy Assessment Change Demand Assessment
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
88
Implement
Install
Adoption Gap
Time
BusinessCase
Achievement
Technology, associated
processes in place and system
training completed
Installation + people adopting the new
solution and changing their behaviors
to align with change goals
How we measure success matters
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
99
Change in the current Context:
• The need for Strategic Change.
• The Adaptive PMO.
• How are we doing?
Why Change Management?
• A strategic approach to Change.
• Some practical examples and results.
Agenda
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1010
Closing the Adoption Services Gap
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1111
Software invested in used
productively, as quickly as
possible
Software positively
impacting measurable
outcomes
Engagement
Collaboration Commitment
Sustainability
PEOPLE PROJECTS RESULTS
PMO teams
Transformation teams
• Integrated project and program planning
• PMO capability building
• Digitalization driving agility
Leveraging the benefits of Change
Management
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1212
Structured, practical change management
Closing the Adoption Gap 6 Critical Success Factors
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1313
Digital delivery capability
how to operationalize your change management?
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1414
(people) Data-driven
project decision
Smarter, faster planning
and implementation
Real-time adoption
progress reporting
RoadmapPro - Digital delivery capability
organizations to deliver faster, sustainable transformation
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1515
• Government-owned, enterprise-wide change program
• Big challenge – Managing BAU targets plus competing
change demands – 80 programs over a 2-year period
• MSP (Managing Successful Programmes) used to drive
project delivery & portfolio management
• MSP on its own not enough to manage the potential
people risks and engagement needed for success.
• Sample programme – affecting 100,000, ¼ staff, ¾
suppliers & partners
Software implementation + behaviour change.
Successful delivery of one of the premier safety
systems in use across the UK Rail Industry
CASE STUDY
Sector: Transportation
“Without effective project
management you’re only
minutes away from a crisis.”
CEO, Transport Industry
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1616
• Multi-national investment and financial services
• Substantial transformation challenges included delivering
a digital HR solution for
• global staff across 73 countries and territories in 5
geographical regions, and requiring
• Engagement of key leaders across a global
organisation
• Scaling change management capability, process and
support to local needs
1. Integrating digital change tools and analytics into
the project process, for quick identification of key areas
of leverage in a complex project
2. Providing a cost-effective, on-demand capability for
a network of >400 change champions be consistent,
transparent and collaborative.
CASE STUDY
Sector: Financial Services
“This was one of the most
successful projects I have led.
We built high engagement
both centrally and globally and
user acceptance rates have
been very high.”
Global Change Lead,
Financial Services
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1717
Enrol Connect SustainInitiate Lead Engage
CASE STUDY - KeyedIn
Operation
Support
Handover
Kick Off
Meeting
Configuration and dataload
Solution
Design Review
Live Operation
Requirements &
Design
Training & Go Live
Prepare & Go LiveKIP/RMP systems created
Go live
approval
PCI® & Roadmap Pro®
Shared Change
Purpose
Roadmap Pro® - PLAN
Effective Change
Leadership
Powerful
Engagement
Processes
Prototype Live System
§ Message preparation
§ People impact & risks
analysis
§ Creating the strategy for
engagement
§ Change network mapping
§ Stakeholder analysis and
management plan
§ Communication planning
§ Change ready for
communication
§ Monitor communication
effectiveness
Committed Local
Sponsors
§ BU Manager
engagement
§ Assess Change
readiness
3-month risk
risk assessment
Strong Personal
Connection
Sustained Personal
Performance
Roadmap Pro® - DEPLOY
§ Local progress
tracking
§ Assess Change
readiness (repeat)
Project &
Change Mgt.
Planning
Process
Design
Workshops
Final
Configuration
+ Data Load
Final Design
Approval
Acceptance
Testing Roll-out
approval
Admin &
User
Training
Initiation
Roadmap Pro® - TRACK
Finalise Live System Configuration
Implementation
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1818
Change in the current Context:
• The need for Strategic Change.
• The Adaptive PMO.
• How are we doing?
Why Change Management?
• A strategic approach to Change.
• Some practical examples and results.
Joining it up:
• People, Process and Technology
• Adaptive Portfolio and Strategic Change Management
Agenda
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
1919
The documented workflows
and governance structures
that provide the necessary
guardrails to achieve the
initiative’s objectives.
Process
The willingness of users to
accept the necessary
changes and adopt the
necessary tools to achieve
the initiative’s objectives.
People
The tools used to deliver
against the objectives of
the initiative, be they a
simple spreadsheet to a
sophisticated PPM
solution.
Technology
The Three Pillars of Change
each plays a vital role in achieving success
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
2020
KeyedIn supporting the Adaptive PMO
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
2121
KeyedIn supporting Delivery
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
2222Change Management tools and
interventions driving up adoption
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
2323
Strategic Transformation Approach
KeyedIn adaptive portfolio
planning & execution approach
Customer organisation’s access
to Changefirst digital toolkit
Customer PMs skill
development in
Change Management
Integrated project tracking,
reporting and governance
(people) data-rich
approach
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
2424
Key take aways
§ PMOs can be the driver of Business Value through Agile Portfolio Management and
sustainable Change Delivery.
§ Successful Change requires People to Change - not just to implement more Process and
Technology.
§ Changefirst and KeyedIn already partner to ensure KeyedIn implementations successfully
address the three areas of People, Process and Tools.
§ KeyedIn provides Agile Portfolio Management and Portfolio Delivery.
§ Changefirst’s Roadmap Pro tools delivers People change.
§ Changefirst provide a complete Change Management solution, with role-based skills training
and scalable toolkit for any portfolio of change.
Is it time for a change in your approach to Change?
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
2525
Change in the current Context:
• The need for Strategic Change.
• The Adaptive PMO.
• How are we doing?
Why Change Management?
• A strategic approach to Change.
• Some practical examples and results.
Joining it up:
• People, Process and Technology
• Adaptive Portfolio and Strategic Change Management
Questions?
Agenda
© 2020 KeyedIn Solutions & Changefirst. All Rights Reserved.
2626
?QUESTIONS?
Contacts
info@keyedin.com
info@changefirst.com
/company/keyedin-solutions-inc-
/company/changefirst
www.KeyedIn.com
www.Changefirst.com

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The Adaptive PMO: Manage and Maintain Change Management for long term success

  • 1. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 11 The Adaptive PMO: Manage and maintain Change Management for Long Term Success December 3rd, 2020
  • 2. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 22 With over 35 years of experience working with and for FTSE 100 companies, Colin has a successful record of delivering change, continuous improvement and raising quality standards in large organisations. Colin has spent the last 20 years helping develop the KeyedIn solution, firstly as a customer and more recently as Services lead and now Product Owner. Your Presenters Audra Proctor has over 20 years experience in multi-industry and international change execution, is an author and regular change insights speaker at both public and client events. At Changefirst she manages global client & partner relationships and leads proprietary methodology and digital solution development.
  • 3. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 33 Change in the current Context: • The need for Strategic Change. • The Adaptive PMO. • How are we doing? Why Change Management? • A strategic approach to Change. • Some practical examples and results. Joining it up: • People, Process and Technology • Adaptive Portfolio and Strategic Change Management Questions? Agenda
  • 4. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 44 Strategic Change Requires solving a different set of business problems, beyond transactional projects: • Business transformation • Digital transformation • Portfolio optimization • Changing portfolio priorities • Product portfolio management
  • 5. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 55 “Delivering the best portfolio of projects faster and responding to changing priorities” The Adaptive PMO Focus on Value, Products and Projects. Centralised visibility regardless of delivery approach. Continuous Improvement through measurement. “Turn Quickly, Place the Right Bets, Deliver Faster.”
  • 6. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 66 Digital Transformation CHALLENGE: CIOs implementing digital business initiatives have identified culture as a significant roadblock. RECOMMENDATION: Build organizational change management capabilities by adopting an … approach based on established industry best practices and integrating those OCM practices into program and project planning. what is required for success? CIOs Need Organizational Change Management and Change Leadership for Digital Business, Aug. 11, 2020
  • 7. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 77 Organizations’ implementation record is poor 88% of organizations implementing major programs suffered a significant dilution of value (Bain, 2016) On average, 1 out of every 3 software projects fail, and more than 80% of projects run over time or over budget” (Information Age 2017) Poor outcomes for people 48% say they are overwhelmed by the amount of change Over 50% ‘accept’ change rather than being committed to the change Initiative Legacy Assessment Change Demand Assessment
  • 8. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 88 Implement Install Adoption Gap Time BusinessCase Achievement Technology, associated processes in place and system training completed Installation + people adopting the new solution and changing their behaviors to align with change goals How we measure success matters
  • 9. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 99 Change in the current Context: • The need for Strategic Change. • The Adaptive PMO. • How are we doing? Why Change Management? • A strategic approach to Change. • Some practical examples and results. Agenda
  • 10. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1010 Closing the Adoption Services Gap
  • 11. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1111 Software invested in used productively, as quickly as possible Software positively impacting measurable outcomes Engagement Collaboration Commitment Sustainability PEOPLE PROJECTS RESULTS PMO teams Transformation teams • Integrated project and program planning • PMO capability building • Digitalization driving agility Leveraging the benefits of Change Management
  • 12. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1212 Structured, practical change management Closing the Adoption Gap 6 Critical Success Factors
  • 13. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1313 Digital delivery capability how to operationalize your change management?
  • 14. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1414 (people) Data-driven project decision Smarter, faster planning and implementation Real-time adoption progress reporting RoadmapPro - Digital delivery capability organizations to deliver faster, sustainable transformation
  • 15. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1515 • Government-owned, enterprise-wide change program • Big challenge – Managing BAU targets plus competing change demands – 80 programs over a 2-year period • MSP (Managing Successful Programmes) used to drive project delivery & portfolio management • MSP on its own not enough to manage the potential people risks and engagement needed for success. • Sample programme – affecting 100,000, ¼ staff, ¾ suppliers & partners Software implementation + behaviour change. Successful delivery of one of the premier safety systems in use across the UK Rail Industry CASE STUDY Sector: Transportation “Without effective project management you’re only minutes away from a crisis.” CEO, Transport Industry
  • 16. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1616 • Multi-national investment and financial services • Substantial transformation challenges included delivering a digital HR solution for • global staff across 73 countries and territories in 5 geographical regions, and requiring • Engagement of key leaders across a global organisation • Scaling change management capability, process and support to local needs 1. Integrating digital change tools and analytics into the project process, for quick identification of key areas of leverage in a complex project 2. Providing a cost-effective, on-demand capability for a network of >400 change champions be consistent, transparent and collaborative. CASE STUDY Sector: Financial Services “This was one of the most successful projects I have led. We built high engagement both centrally and globally and user acceptance rates have been very high.” Global Change Lead, Financial Services
  • 17. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1717 Enrol Connect SustainInitiate Lead Engage CASE STUDY - KeyedIn Operation Support Handover Kick Off Meeting Configuration and dataload Solution Design Review Live Operation Requirements & Design Training & Go Live Prepare & Go LiveKIP/RMP systems created Go live approval PCI® & Roadmap Pro® Shared Change Purpose Roadmap Pro® - PLAN Effective Change Leadership Powerful Engagement Processes Prototype Live System § Message preparation § People impact & risks analysis § Creating the strategy for engagement § Change network mapping § Stakeholder analysis and management plan § Communication planning § Change ready for communication § Monitor communication effectiveness Committed Local Sponsors § BU Manager engagement § Assess Change readiness 3-month risk risk assessment Strong Personal Connection Sustained Personal Performance Roadmap Pro® - DEPLOY § Local progress tracking § Assess Change readiness (repeat) Project & Change Mgt. Planning Process Design Workshops Final Configuration + Data Load Final Design Approval Acceptance Testing Roll-out approval Admin & User Training Initiation Roadmap Pro® - TRACK Finalise Live System Configuration Implementation
  • 18. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1818 Change in the current Context: • The need for Strategic Change. • The Adaptive PMO. • How are we doing? Why Change Management? • A strategic approach to Change. • Some practical examples and results. Joining it up: • People, Process and Technology • Adaptive Portfolio and Strategic Change Management Agenda
  • 19. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 1919 The documented workflows and governance structures that provide the necessary guardrails to achieve the initiative’s objectives. Process The willingness of users to accept the necessary changes and adopt the necessary tools to achieve the initiative’s objectives. People The tools used to deliver against the objectives of the initiative, be they a simple spreadsheet to a sophisticated PPM solution. Technology The Three Pillars of Change each plays a vital role in achieving success
  • 20. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 2020 KeyedIn supporting the Adaptive PMO
  • 21. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 2121 KeyedIn supporting Delivery
  • 22. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 2222Change Management tools and interventions driving up adoption
  • 23. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 2323 Strategic Transformation Approach KeyedIn adaptive portfolio planning & execution approach Customer organisation’s access to Changefirst digital toolkit Customer PMs skill development in Change Management Integrated project tracking, reporting and governance (people) data-rich approach
  • 24. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 2424 Key take aways § PMOs can be the driver of Business Value through Agile Portfolio Management and sustainable Change Delivery. § Successful Change requires People to Change - not just to implement more Process and Technology. § Changefirst and KeyedIn already partner to ensure KeyedIn implementations successfully address the three areas of People, Process and Tools. § KeyedIn provides Agile Portfolio Management and Portfolio Delivery. § Changefirst’s Roadmap Pro tools delivers People change. § Changefirst provide a complete Change Management solution, with role-based skills training and scalable toolkit for any portfolio of change. Is it time for a change in your approach to Change?
  • 25. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 2525 Change in the current Context: • The need for Strategic Change. • The Adaptive PMO. • How are we doing? Why Change Management? • A strategic approach to Change. • Some practical examples and results. Joining it up: • People, Process and Technology • Adaptive Portfolio and Strategic Change Management Questions? Agenda
  • 26. © 2020 KeyedIn Solutions & Changefirst. All Rights Reserved. 2626 ?QUESTIONS? Contacts info@keyedin.com info@changefirst.com /company/keyedin-solutions-inc- /company/changefirst www.KeyedIn.com www.Changefirst.com