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Change Management
        The People Side of Projects




Linda S. Misegadis, CPP, CPM, CCM
Industry Consultant, Public Sector
Tami Ellison, Bronner Group
Change Management Consulting


© 2009 KRONOS INCORPORATED   I   FEBRUARY 3, 2010
What is Change Management?
            g      g


   The application of p ocess tools
                      process,
   and techniques to manage the
   people-side of change to achieve
   the desired results

                       Organizational Readiness
                       O    i ti    l R di
                               • Boulder County
                               • Departmental

                       Individual Readiness




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Change Management Planning
       g      g             g




    Clear,                      Leadership,                             Focus on people
  Organized                    Resources and                            as DRIVERS of
Communication
C       i ti                      Support
                                  S     t                                   change
                                                                             h




      © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Recognizing Potential Landmines
    g     g


                                                                     Transforming
                                                                    Landmines Into
                                                                    Working Gears




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Who Is Involved In Managing Change
                       g g      g


                                                                 The Working Parts
   Senior                            Project                          People
          p
 Leadership                           Team
                                                                 Working Together
                Change
              Management
              M        t


Managers &
    g
Supervisors                     Employees




   © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Why Change Management?
  y     g      g

   The purpose of change management is to enable
   organizational adaptability flexibility and innovation
                    adaptability,
   through significant improvements in business
   processes, policies and procedures, and reporting.
   This ill f ilit t ff ti
   Thi will facilitate effective adoption by users.
                                  d ti b
         • Increase probability of PROJECT SUCCESS
         • Manage employee resistance to change
         • Build change competency




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
The Change Management Team
        g      g

   Recognize potential roadblocks threatening the
   replacement of EPIC and implementation of Kronos
   HR products under HUMER Project!

      Roadblocks include:
         • Poor communication
         •I d
          Inadequate training
                  t t i i
         • Insufficient workforce planning
         • Misalignment between project goals and
           stakeholder expectations


  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Who Is Involved In Managing Change
                       g g      g

  The short answer…we all are!
  • Boulder County’s Change Management Team
    plays the role of enabler, a facilitator and
    troubleshooter
  • Effective change management requires the
    involvement and action by many people




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Change Management Council (CMC)
    g      g              (   )
 CMC Members:
  County Project Manager, Kronos Project Manager,
  Organizational R di
  O     i ti   l Readiness T
                           Team L d Ch
                                 Lead, Change Management
                                                M        t
  Lead, Change Management Coordinator, Functional Team Lead,
  Technical Team Lead, Advisors, Quality Assurance Lead


      • The CMC is charged with the overall responsibility of
        seeing that the identified change management tasks
        are designed developed and completed as planned
            designed, developed,                  planned.
      • The CMC is also responsible for quality delivery and
        the definition / implementation of any required remedial
        actions.




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Change Management Council Charter
    g      g

 • Maintain a close pulse on project activities and
   escalate, arbitrate, and define change
   management issues.
 • To define and implement remedial action
                                    action.
 • To serve as a champion for change management
   at the POC level.
               level
 • To drive the communication of the HUMER!
   Project vision.
       j




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Agenda | Times They Are A-Changin’
 g                y           g
The Roadmap to Organizational Change




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012   11
Elements of DCOM

Direction                                   Build Confidence Through
                                            Leadership & Communication
                                            Channels

Competence                                  Align Project Vision for
                                            all Stakeholders
                                             ll St k h ld

Opportunity                                 Build Responsive Teams

                                            Recognize Opportunities to
Motivation                                  Further Motivation

                                            Recognize Opportunities for
                                            Managing Change & Mitigating
                                            Risks




 © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Building Blocks of Successful Change
       g                          g

 A wareness of the need and reason for change
 D esire to participate and support the change
 K nowledge on how to change and attendant coping skills
         g                g                  p g

 A bility to implement required skills and behaviors through
    training support and management guidance

 R einforcement to sustain the change, highlighting benefits
    and identifying early wins




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Organizational Change Management (OCM)

• Encompasses all activities aimed at understanding
  the impact of change and developing strategies to
  manage the anticipated change.
• Offers supports to Boulder County to effectively
  accept and adopt new paradigms and supporting
  technologies to fulfill its goals and objectives.
• Provides a comprehensive and structured approach
  to organizational change management which is
  critical to the success of any project that brings
  about significant change.
   b        i ifi     h




   © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Organizational Change Management (OCM)
Effective change management enables the transformation of strategy,
processes, technology, and people to enhance performance and ensure
continuous improvement in an ever-changing environment.
              p                        g g

  • Facilitate a smooth transition from the As-Is state to the To-Be
    state through well-planned and executed change management
    strategy and activities
  • Help maximize stakeholder support for and utilization of the
    HUMER! Project and replacement system
  • Inform and convince stakeholders that the benefits of
    implementing and using the HR package across Boulder
    County far outweighs potential negative impacts at the
    enterprise, departmental and staff levels
                                    ff
  • Create an environment to foster change at all levels.



    © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Guiding Principles

  Where possible…

       Implement id tifi d change management program as cost
       I l         t identified h                 t                t
       effectively and maximizing time efficiencies where possible.

       Re-purpose project de e ab es a d co a e a for c a ge
        e pu pose p ojec deliverables and collateral o change
       management communications to reduce work effort.

       Schedule change management events in alignment with
       other project activities to gain project synergies (outreach
       sessions with County departments, ongoing communications
       or program effort/initiatives, such as training and seminars).

       Leverage project activities for change management
       purposes to avoid standalone events and to enhance
       utilization of project resources.



   © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Agenda | Times They Are A-Changin’
 g                y           g




                Communication




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012   17
Who to Communicate to and How
WHO:
 –   Employees
 –   Managers and Supervisors
 –   Executives and Sponsors
 –   Constituents (the media)


HOW:
 –   Town Hall
 –   Open House
 –   Department Liaison
 –   Publications (website space, newsletters)
 –   Electronic Surveys


  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Interactive Ongoing Communications

 Electronic Assessments
     The
     Th survey l k generally at th “
                 looks       ll t the “current situation” f
                                               t it ti ” from a
     respondent’s perspective and can be used by the
     CM/Organizational Readiness Team in determining
     organizational readiness and identify trouble spots.
       g                                 y          p

 Open Houses
     All day sessions provide users with an opportunity for a hands-
     on experience of the new system and to also participate in
     system demonstrations with Functional Leads.




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Interactive Ongoing Communications

 Department Liaison Meetings
     Meetings provide a f
     M ti            id   forum where D
                                  h     Department Li i
                                              t    t Liaisons can
     interact with the project team to discuss project issues and
     concerns. These meetings also serve as a vehicle for project
     members to share project updates with the City departments.
                         p j      p                   y p


 Town Hall Meetings
     These types of meetings are held as an open forum and will
            yp             g                 p
     discuss various topics of the HUMER! project implementation to
     promote change and reduce resistance.




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
How to Communicate
• Identify potential communication vehicles or
  products
  –   Publications (website, newsletter, eBLAST, posters)
  –   Electronic Assessments
  –   Open Houses
  –   Department Liaison Meetings
  –   Town Hall Meetings
                       g


• Ensure that the right messages are
  communicated to the right audience, at the right
  time.



   © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Areas to Address with Communication

• Why are we changing
    y            g g
• What will be changing
• How will it be changed
• What’s in it for me (WIIFM)




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Communication & Training
                       g




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012
Agenda | Times They Are A-Changin’
 g                y           g




                       Questions?




  © 2012 KRONOS INCORPORATED   I   BRONNER GROUP JANUARY 31, 2012   24

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Change management for System Implementation

  • 1. Change Management The People Side of Projects Linda S. Misegadis, CPP, CPM, CCM Industry Consultant, Public Sector Tami Ellison, Bronner Group Change Management Consulting © 2009 KRONOS INCORPORATED I FEBRUARY 3, 2010
  • 2. What is Change Management? g g The application of p ocess tools process, and techniques to manage the people-side of change to achieve the desired results Organizational Readiness O i ti l R di • Boulder County • Departmental Individual Readiness © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 3. Change Management Planning g g g Clear, Leadership, Focus on people Organized Resources and as DRIVERS of Communication C i ti Support S t change h © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 4. Recognizing Potential Landmines g g Transforming Landmines Into Working Gears © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 5. Who Is Involved In Managing Change g g g The Working Parts Senior Project People p Leadership Team Working Together Change Management M t Managers & g Supervisors Employees © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 6. Why Change Management? y g g The purpose of change management is to enable organizational adaptability flexibility and innovation adaptability, through significant improvements in business processes, policies and procedures, and reporting. This ill f ilit t ff ti Thi will facilitate effective adoption by users. d ti b • Increase probability of PROJECT SUCCESS • Manage employee resistance to change • Build change competency © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 7. The Change Management Team g g Recognize potential roadblocks threatening the replacement of EPIC and implementation of Kronos HR products under HUMER Project! Roadblocks include: • Poor communication •I d Inadequate training t t i i • Insufficient workforce planning • Misalignment between project goals and stakeholder expectations © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 8. Who Is Involved In Managing Change g g g The short answer…we all are! • Boulder County’s Change Management Team plays the role of enabler, a facilitator and troubleshooter • Effective change management requires the involvement and action by many people © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 9. Change Management Council (CMC) g g ( ) CMC Members: County Project Manager, Kronos Project Manager, Organizational R di O i ti l Readiness T Team L d Ch Lead, Change Management M t Lead, Change Management Coordinator, Functional Team Lead, Technical Team Lead, Advisors, Quality Assurance Lead • The CMC is charged with the overall responsibility of seeing that the identified change management tasks are designed developed and completed as planned designed, developed, planned. • The CMC is also responsible for quality delivery and the definition / implementation of any required remedial actions. © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 10. Change Management Council Charter g g • Maintain a close pulse on project activities and escalate, arbitrate, and define change management issues. • To define and implement remedial action action. • To serve as a champion for change management at the POC level. level • To drive the communication of the HUMER! Project vision. j © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 11. Agenda | Times They Are A-Changin’ g y g The Roadmap to Organizational Change © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012 11
  • 12. Elements of DCOM Direction Build Confidence Through Leadership & Communication Channels Competence Align Project Vision for all Stakeholders ll St k h ld Opportunity Build Responsive Teams Recognize Opportunities to Motivation Further Motivation Recognize Opportunities for Managing Change & Mitigating Risks © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 13. Building Blocks of Successful Change g g A wareness of the need and reason for change D esire to participate and support the change K nowledge on how to change and attendant coping skills g g p g A bility to implement required skills and behaviors through training support and management guidance R einforcement to sustain the change, highlighting benefits and identifying early wins © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 14. Organizational Change Management (OCM) • Encompasses all activities aimed at understanding the impact of change and developing strategies to manage the anticipated change. • Offers supports to Boulder County to effectively accept and adopt new paradigms and supporting technologies to fulfill its goals and objectives. • Provides a comprehensive and structured approach to organizational change management which is critical to the success of any project that brings about significant change. b i ifi h © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 15. Organizational Change Management (OCM) Effective change management enables the transformation of strategy, processes, technology, and people to enhance performance and ensure continuous improvement in an ever-changing environment. p g g • Facilitate a smooth transition from the As-Is state to the To-Be state through well-planned and executed change management strategy and activities • Help maximize stakeholder support for and utilization of the HUMER! Project and replacement system • Inform and convince stakeholders that the benefits of implementing and using the HR package across Boulder County far outweighs potential negative impacts at the enterprise, departmental and staff levels ff • Create an environment to foster change at all levels. © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 16. Guiding Principles Where possible… Implement id tifi d change management program as cost I l t identified h t t effectively and maximizing time efficiencies where possible. Re-purpose project de e ab es a d co a e a for c a ge e pu pose p ojec deliverables and collateral o change management communications to reduce work effort. Schedule change management events in alignment with other project activities to gain project synergies (outreach sessions with County departments, ongoing communications or program effort/initiatives, such as training and seminars). Leverage project activities for change management purposes to avoid standalone events and to enhance utilization of project resources. © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 17. Agenda | Times They Are A-Changin’ g y g Communication © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012 17
  • 18. Who to Communicate to and How WHO: – Employees – Managers and Supervisors – Executives and Sponsors – Constituents (the media) HOW: – Town Hall – Open House – Department Liaison – Publications (website space, newsletters) – Electronic Surveys © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 19. Interactive Ongoing Communications Electronic Assessments The Th survey l k generally at th “ looks ll t the “current situation” f t it ti ” from a respondent’s perspective and can be used by the CM/Organizational Readiness Team in determining organizational readiness and identify trouble spots. g y p Open Houses All day sessions provide users with an opportunity for a hands- on experience of the new system and to also participate in system demonstrations with Functional Leads. © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 20. Interactive Ongoing Communications Department Liaison Meetings Meetings provide a f M ti id forum where D h Department Li i t t Liaisons can interact with the project team to discuss project issues and concerns. These meetings also serve as a vehicle for project members to share project updates with the City departments. p j p y p Town Hall Meetings These types of meetings are held as an open forum and will yp g p discuss various topics of the HUMER! project implementation to promote change and reduce resistance. © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 21. How to Communicate • Identify potential communication vehicles or products – Publications (website, newsletter, eBLAST, posters) – Electronic Assessments – Open Houses – Department Liaison Meetings – Town Hall Meetings g • Ensure that the right messages are communicated to the right audience, at the right time. © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 22. Areas to Address with Communication • Why are we changing y g g • What will be changing • How will it be changed • What’s in it for me (WIIFM) © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 23. Communication & Training g © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012
  • 24. Agenda | Times They Are A-Changin’ g y g Questions? © 2012 KRONOS INCORPORATED I BRONNER GROUP JANUARY 31, 2012 24