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How to get started –
managing a change
initiative



www.maventraining.co.uk І 020 7089 6161
Introduction
       • This is a guide is aimed at those responsible for managing a
         change in their team, department or organisation for the first
         time
       • It is based on a simply four step business change lifecycle:
                 —     Assessing the change
                 —     Planning the change
                 —     Implementing the change
                 —     Embedding the change
       • The guidance identifies:
                 — The most important steps for starting the change
                 — The most common mistakes and how to overcome them
       • To access a related white paper on change management:
         http://www.maventraining.co.uk/whitepapers/
2   © Maven Training 2011               www.maventraining.co.uk І 020 7089 6161
What is change management?
       • Change management is all of the actions that we take to
         control how we move from one state to another
       • These actions include:
                 — The ability to explain what the change is, why it is needed and the
                   benefits that it will deliver
                 — The ability to influence, motivate and persuade others to see the change
                   in the same positive light that you do, and to willingly become involved
                   in its implementation
                 — The ability to break the change into all of the activities that need to
                   happen, and prioritise and resource them


       • For more information:
         http://www.maventraining.co.uk/change-management-
         explained/


3   © Maven Training 2011             www.maventraining.co.uk І 020 7089 6161
Business change lifecycle
                            – Impact of the change is understood from different perspectives
          Assessing the     – Vision of the change that describes the ‘new world’ has been developed
             change         – Compelling stories that explain the results of the change have been
                            developed for different audiences


                            – Activities to implement the change are identified, resourced and scheduled
           Planning the
              change        – Activities to communicate with and engage the support of stakeholders are
                            established


                            –Activities to make the change happen move from planning into action
      Implementing the      –Change teams are formed to resource the activities
           change           –Individuals experience the change and move through a range of emotions as
                            they adapt to the change


                            – As change is accomplished, achievements are celebrated
         Embedding the
            change          – Those still working through the changes are given support to help them
                            make the transition to the new ways of working

4   © Maven Training 2011           www.maventraining.co.uk І 020 7089 6161
Common change management
        mistakes - Planning
       Mistake:
       • Creating a rigid plan of activities without allowing for:
       • The impact of peoples reaction to change
       • The identification of new and better ideas as the change
         evolves
       Impact:
       • Continuing to pursue activities that are no longer
         relevant to the change, or falling behind in the
         implementation of the change as additional activities
         take place that were not on the plan as individuals strive
         to make sense of the change in relation to their work


5   © Maven Training 2011   www.maventraining.co.uk І 020 7089 6161
Change management solution -
        Planning
       • Create a high level plan of how the change is to
         be implemented, but leave the detailed planning
         to those undertaking the activities:
                 — Define what needs to be accomplished and
                   concentrate on delegating the responsibility for this
                   accomplishment to those closest to it, but do not
                   define how to achieve it
                 — You cannot know every aspect of every job and those
                   doing the work often have a far more detailed
                   understanding of how to make the change work in
                   practice than those planning the change so empower
                   them to use this knowledge

6   © Maven Training 2011        www.maventraining.co.uk І 020 7089 6161
Common change management
       mistakes - Communicating
       Mistake:
       • Believing that because you have announced the
         change:
                 — Everyone heard your message
                 — Everyone understood your message in the way that you
                   meant it
       Impact:
       • Only a small proportion of those that you have targeted
         with messages about the change have engaged with
         them
       • Too few people understand the change or the benefits
         that it is designed to bring so positive involvement in the
         change is limited
       • Resistance to the change has built up in those that have
         not understood the change
7   © Maven Training 2011         www.maventraining.co.uk І 020 7089 6161
Change management solution -
        Communicating
       • Those impacted by the change will hear your messages at different
         times so be prepared to repeat the same information over and over
         again
       • Tailor your message to the needs of different audiences:
                 — Attitudes to change:
                            — Innovators and those who seek out change – explain how they can become
                              involved in making the change a reality
                            — Those willing to become involved in the change as long as it is relevant to their
                              job – clarify the relevance and the benefits of the change
                            — Those that resist change – explain the consequences if the change does not
                              take place
                 — Communication preferences:
                 — Visual preference - create diagrams and pictures of the change
                 — Reading preference – create user guides, research papers and detailed
                   documents explaining the change
                 — Physical preference – create



8   © Maven Training 2011                       www.maventraining.co.uk І 020 7089 6161
Common change management
       mistakes - Implementing
       Mistakes:
       • Failing to organise the involvement of those impacted
         by the change, assuming that people will fit the change
         activities into their day to day work
       Impact:
       • Without a structure, reporting of progress, issues and
         risks is unlikely to be of sufficient detail or in a timely
         manner
       • Without specific responsibilities people will contribute to
         the change using their own interpretation of what is
         needed, which might not meet expectations
       • Without an agreement on how time is allocated between
         change activities and business as usual tasks, conflict is
         likely and change activities will often be superseded by
         more pressing business issues
9   © Maven Training 2011   www.maventraining.co.uk І 020 7089 6161
Change management solution –
       Implementing
       • Agree with each change participant what you need them to
         accomplish to make the change a reality and ask them to
         identify the activities they will need to carry out to achieve
         this
       • Ask them to identify when in their working day/week these
         activities need to take place and agree what they will have to
         stop doing in order to have sufficient time for the change
       • Agree how any shortfall in time can be addressed:
                — Delegate important business as usual tasks to other colleagues
                — Hire temporary or contract staff to tackle business as usual tasks
                — Agree a lower service level agreement with customers/users during
                  the change to reduce the pressure on business as usual activities




10 © Maven Training 2011             www.maventraining.co.uk І 020 7089 6161
Call today on 020 7089 6161 to discuss
               your requirements or visit the Maven
                    website for more information.




www.maventraining.co.uk І 020 7089 6161

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Starting a change initiative

  • 1. How to get started – managing a change initiative www.maventraining.co.uk І 020 7089 6161
  • 2. Introduction • This is a guide is aimed at those responsible for managing a change in their team, department or organisation for the first time • It is based on a simply four step business change lifecycle: — Assessing the change — Planning the change — Implementing the change — Embedding the change • The guidance identifies: — The most important steps for starting the change — The most common mistakes and how to overcome them • To access a related white paper on change management: http://www.maventraining.co.uk/whitepapers/ 2 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 3. What is change management? • Change management is all of the actions that we take to control how we move from one state to another • These actions include: — The ability to explain what the change is, why it is needed and the benefits that it will deliver — The ability to influence, motivate and persuade others to see the change in the same positive light that you do, and to willingly become involved in its implementation — The ability to break the change into all of the activities that need to happen, and prioritise and resource them • For more information: http://www.maventraining.co.uk/change-management- explained/ 3 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 4. Business change lifecycle – Impact of the change is understood from different perspectives Assessing the – Vision of the change that describes the ‘new world’ has been developed change – Compelling stories that explain the results of the change have been developed for different audiences – Activities to implement the change are identified, resourced and scheduled Planning the change – Activities to communicate with and engage the support of stakeholders are established –Activities to make the change happen move from planning into action Implementing the –Change teams are formed to resource the activities change –Individuals experience the change and move through a range of emotions as they adapt to the change – As change is accomplished, achievements are celebrated Embedding the change – Those still working through the changes are given support to help them make the transition to the new ways of working 4 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 5. Common change management mistakes - Planning Mistake: • Creating a rigid plan of activities without allowing for: • The impact of peoples reaction to change • The identification of new and better ideas as the change evolves Impact: • Continuing to pursue activities that are no longer relevant to the change, or falling behind in the implementation of the change as additional activities take place that were not on the plan as individuals strive to make sense of the change in relation to their work 5 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 6. Change management solution - Planning • Create a high level plan of how the change is to be implemented, but leave the detailed planning to those undertaking the activities: — Define what needs to be accomplished and concentrate on delegating the responsibility for this accomplishment to those closest to it, but do not define how to achieve it — You cannot know every aspect of every job and those doing the work often have a far more detailed understanding of how to make the change work in practice than those planning the change so empower them to use this knowledge 6 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 7. Common change management mistakes - Communicating Mistake: • Believing that because you have announced the change: — Everyone heard your message — Everyone understood your message in the way that you meant it Impact: • Only a small proportion of those that you have targeted with messages about the change have engaged with them • Too few people understand the change or the benefits that it is designed to bring so positive involvement in the change is limited • Resistance to the change has built up in those that have not understood the change 7 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 8. Change management solution - Communicating • Those impacted by the change will hear your messages at different times so be prepared to repeat the same information over and over again • Tailor your message to the needs of different audiences: — Attitudes to change: — Innovators and those who seek out change – explain how they can become involved in making the change a reality — Those willing to become involved in the change as long as it is relevant to their job – clarify the relevance and the benefits of the change — Those that resist change – explain the consequences if the change does not take place — Communication preferences: — Visual preference - create diagrams and pictures of the change — Reading preference – create user guides, research papers and detailed documents explaining the change — Physical preference – create 8 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 9. Common change management mistakes - Implementing Mistakes: • Failing to organise the involvement of those impacted by the change, assuming that people will fit the change activities into their day to day work Impact: • Without a structure, reporting of progress, issues and risks is unlikely to be of sufficient detail or in a timely manner • Without specific responsibilities people will contribute to the change using their own interpretation of what is needed, which might not meet expectations • Without an agreement on how time is allocated between change activities and business as usual tasks, conflict is likely and change activities will often be superseded by more pressing business issues 9 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 10. Change management solution – Implementing • Agree with each change participant what you need them to accomplish to make the change a reality and ask them to identify the activities they will need to carry out to achieve this • Ask them to identify when in their working day/week these activities need to take place and agree what they will have to stop doing in order to have sufficient time for the change • Agree how any shortfall in time can be addressed: — Delegate important business as usual tasks to other colleagues — Hire temporary or contract staff to tackle business as usual tasks — Agree a lower service level agreement with customers/users during the change to reduce the pressure on business as usual activities 10 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161
  • 11. Call today on 020 7089 6161 to discuss your requirements or visit the Maven website for more information. www.maventraining.co.uk І 020 7089 6161