SlideShare a Scribd company logo
1 of 19
Download to read offline
IT Systems
Deployment
♦
Change
Management
Secrets
 Strategic Planning Retreat
 August 4-8th 2012
 Sonoma, CA
 Anne Pellicciotto, MSOD, Facilitator
Anne Pellicciotto,
President
1
Requirements Analysis/
Business Case
Systems
Evaluation/
Acquisition
Systems Design/
Implementation
Planning
Deployment/Test
Phases 1-X
Full
Implementation
Systems Deployment Lifecycle
How is change coming into play?
What kind of system are you considering?
Where are you in the lifecycle?
2
Change Throughout the Lifecycle
Requirements Analysis/
Business Case
Systems
Evaluation/
Acquisition
Systems Design/
Implementation
Planning
Deployment/Test
Phases 1-X
Full
Implementation
Ignore
Embrace
Explore
Resist
Change begins with you.
3
Perspectives on Change
4
 It’s not the progress I mind, it’s the change I don’t
like. - Mark Twain
 Organizations can be changed if you find and
nourish the fringe lurkers and geeks. - Tom Peters
 “It’s more fun when you choose to change, rather
than have it imposed on you.” - Spencer Johnson
 “You must become the change you want to see.” -
Mahatma Gandhi
 “Change is permanent whitewater. Every change
is a plateau to the next change.”- Peter Vaill
Benefits of Embracing Change?
5
 Improve organization’s impact
in the world
 Use donor funding wisely –
achieve ROI
 Enhance morale
 Technology can be fun!
 Demonstrate leadership
 Success breeds success
support for next project
Costs if you DON’T?
IT CHANGE
Critical Success Factors
Strategic &
Holistic
Collaborate
with
Stakeholders
Patience,
Persistence
(& Resistance)
RESULTS!
6
Holistic & Strategic
7
 Institutional strategy & clear vision
drives project
 IT is but one element
 Change in one area creates/
requires change in others
 Build plan considering all these
elements
 Ignore Culture and you will hit a
brick wall
 Clarity and alignment on impacts in
all elements critical
What do you notice
about this model?
Star Elements
8
Strategy – The new direction the organization is taking, often in
response to outside forces, in order to improve performance.
 Structure – Changes to organizational design and lines of reporting, often
depicted by an organization chart, which will be prompted by the new strategy.
 People – Changes to the human resource needs, roles, responsibilities and
competencies of individuals in the organization that result from implementing the
new strategy.
 Process – Changes to the processes, procedures, and workflows guiding the
organization’s work, prompted by the new strategy, and often oriented around
streamlining, removing duplication of effort, filling voids, and leveraging new
talent and technology.
 Info Tech – Changes to information systems used to support and facilitate the
work of the organization that may be required to realize the strategic changes.
 Culture – Changes to the norms, values, attitudes and beliefs held by the
organization and its people that need to occur in order to support the new
strategy.
KEY: All are implemented in a manner that
fits/helps achieve the strategy.
Vision of Future
Focus on the WHAT & WHY,
not the how…
 What business problem are
you trying to solve?
 What’s working and what’s
not working?
 What’s possible?
 What is the Scope of the
ERP effort?
 What are the benefits and
metrics of success?
9
Is Your IT Vision Clear?
 Can you articulate it to your team?
 Management?
 The Board?
 Which Star Model element(s) are being
most emphasized? Name 1 or 2.
 Which Star Model elements are being
neglected or de-emphasized?
 What are the potential implications or
questions regarding these elements?
10
CO-labor-ation
• Get out of silos
• Work together toward same targets
• Increase two-way communication
• Widen the circle of involvement
• Emphasize questions more than answers
Collaboration – Why?
 Gain critical buy-in to
ensure smooth
adoption
 Gain critical input to
the process from
those who will rely
on the new
system/process
12
Collaboration – Who?
13
Conduct Stakeholder Assessment
 Who are the users?
 Backoffice? Frontoffice?
 Who are the key managers?
Will they
 Make? Help? Let? Block?
 What’s in it for them?
Facilitated Session – How?
14
 For planning, requirements analysis, design…
 Two-way communication vs. downloads
 Clear agendas
 Right people in the room
 Experienced, objective yet informed facilitator
 Active listening, engaging
 Brainstorming and envisioning future vs. automating
the current state
 Agreed next steps and follow-through
Patience, Persistence (& Resistance)
FOCUS
TIME
Denial Commitment
Resistance Exploration
Crisis & Opportunity
1
2 3
4
FuturePast
Internal/
Self
External/
Environment
15 Based on Elizabeth Kubler-Ross, On Death and Dying.
Change is a
Process…
• Where are you?
• Where is your
team?
• How do move
past Resistance?
All Along the Lifecycle
Stages of Change
& Communication Strategies
16
Stage Indicators
Individual
Strategy
Leader Strategy
Denial People disengaged
Pretending not
happening
Ask questions Announce plans
Disseminate information
Resistance Fear, uncertainty, and
doubt
Comfort with status
quo
Be open
Self-assess
Look at
potential gains
 LISTEN to Resistance -
invite feedback
Acknowledge feelings and
fears
Identify barriers
Exploration Ready to problem-
solve
Have ideas
Want solutions
Offer ideas
Participate in
solutions
Generate (brainstorm)
ideas
Make decisions
Create rollout plans
Commitment People excited
Plans solidified
People taking action
Take action
Follow-through
Celebrate
Assign responsibilities
Implement action plans
Acknowledge
accomplishments
Proof-of-Concept –
Key Tool for Managing Change
17
 Involve stakeholders actively
 Test not just the technology but
the concept
 All time for culture to catch-up,
embrace collaboration and
standards
 Achieve small wins, build
confidence, expand to new
departments, processes, cases
Change Management Conclusions
 Change initiatives take time
 Incremental plan, small wins are critical – where to
you begin?
 Involve stakeholders from the beginning –
facilitated solutioning sessions
 Listen, listen, listen
 Careful to repave the cow paths – this is an
opportunity for overall performance improvement
18
MANY THANKS!
Anne Pellicciotto, President
Washington, DC
www.seechangeconsulting.com
annep@seechangeconsulting.com
On Twitter: Anneseye
19

More Related Content

What's hot

Principles Of Change Management
Principles Of Change ManagementPrinciples Of Change Management
Principles Of Change Management
Jennifer Coker
 
Change transition management.....
Change transition management.....Change transition management.....
Change transition management.....
Moch Kurniawan
 
Transition & Change Management Presentation
Transition & Change Management PresentationTransition & Change Management Presentation
Transition & Change Management Presentation
Alex Ragan - MBA, PMP
 
Executive Report SAMPLE
Executive Report SAMPLEExecutive Report SAMPLE
Executive Report SAMPLE
Julie Moore
 

What's hot (20)

Principles Of Change Management
Principles Of Change ManagementPrinciples Of Change Management
Principles Of Change Management
 
Navigating Resistance To Change
Navigating Resistance To  ChangeNavigating Resistance To  Change
Navigating Resistance To Change
 
Insights from ohs intervention projects susan tepe
Insights from ohs intervention projects susan tepeInsights from ohs intervention projects susan tepe
Insights from ohs intervention projects susan tepe
 
What we LEARNED from the EIS Simulation - M2 B2B IAE Lyon 3
What we LEARNED from the EIS Simulation - M2 B2B IAE Lyon 3What we LEARNED from the EIS Simulation - M2 B2B IAE Lyon 3
What we LEARNED from the EIS Simulation - M2 B2B IAE Lyon 3
 
Understanding implementing change-rev-2-part-1
Understanding  implementing change-rev-2-part-1Understanding  implementing change-rev-2-part-1
Understanding implementing change-rev-2-part-1
 
Thriving Through Change
Thriving Through ChangeThriving Through Change
Thriving Through Change
 
Change Management Readiness for New Supervisors
Change Management Readiness for New SupervisorsChange Management Readiness for New Supervisors
Change Management Readiness for New Supervisors
 
Change transition management.....
Change transition management.....Change transition management.....
Change transition management.....
 
How to implement meeting decisions successfully
How to implement meeting decisions successfullyHow to implement meeting decisions successfully
How to implement meeting decisions successfully
 
Change management
Change managementChange management
Change management
 
Thinking preferences mario machado.pptx
Thinking preferences mario machado.pptxThinking preferences mario machado.pptx
Thinking preferences mario machado.pptx
 
Communicating to decision makers karen wolfe
Communicating to decision makers karen wolfeCommunicating to decision makers karen wolfe
Communicating to decision makers karen wolfe
 
Managing Change in the Workplace
Managing Change in the Workplace Managing Change in the Workplace
Managing Change in the Workplace
 
Extraordinary leadership
Extraordinary leadershipExtraordinary leadership
Extraordinary leadership
 
Transition & Change Management Presentation
Transition & Change Management PresentationTransition & Change Management Presentation
Transition & Change Management Presentation
 
Executive Report SAMPLE
Executive Report SAMPLEExecutive Report SAMPLE
Executive Report SAMPLE
 
Change Management Obstacles And Problems PowerPoint Presentation Slides
Change Management Obstacles And Problems PowerPoint Presentation Slides Change Management Obstacles And Problems PowerPoint Presentation Slides
Change Management Obstacles And Problems PowerPoint Presentation Slides
 
Slides -the_bridges_transition_model
Slides  -the_bridges_transition_modelSlides  -the_bridges_transition_model
Slides -the_bridges_transition_model
 
Barriers to effective decision making by jenrap14
Barriers to effective decision making by jenrap14Barriers to effective decision making by jenrap14
Barriers to effective decision making by jenrap14
 
Change management
Change managementChange management
Change management
 

Viewers also liked

Teaching Portfolio LEANNE GUIHOT
Teaching Portfolio LEANNE GUIHOTTeaching Portfolio LEANNE GUIHOT
Teaching Portfolio LEANNE GUIHOT
Leanne Guihot
 
супы пюре. способы приготовления и подачи.
супы пюре. способы приготовления и подачи.супы пюре. способы приготовления и подачи.
супы пюре. способы приготовления и подачи.
Taisiya Dorozhkina
 
Senior structural engineer performance appraisal
Senior structural engineer performance appraisalSenior structural engineer performance appraisal
Senior structural engineer performance appraisal
killerwarent
 
рейтинговое агентство Fitch ratings
рейтинговое агентство Fitch ratingsрейтинговое агентство Fitch ratings
рейтинговое агентство Fitch ratings
Taisiya Dorozhkina
 
Hypergraphia_PressRelease
Hypergraphia_PressReleaseHypergraphia_PressRelease
Hypergraphia_PressRelease
Diana DiLoreto
 
LS13龍坡邦安縵渡假村行前會議簡報
LS13龍坡邦安縵渡假村行前會議簡報LS13龍坡邦安縵渡假村行前會議簡報
LS13龍坡邦安縵渡假村行前會議簡報
evelynchiang
 

Viewers also liked (17)

Los derechos humanos
Los derechos humanosLos derechos humanos
Los derechos humanos
 
Recurso audiovisual planificación
Recurso audiovisual  planificaciónRecurso audiovisual  planificación
Recurso audiovisual planificación
 
IMG_0003
IMG_0003IMG_0003
IMG_0003
 
Guardian article
Guardian articleGuardian article
Guardian article
 
Enhancing nutritional environments through access to fruit & vegetables in sc...
Enhancing nutritional environments through access to fruit & vegetables in sc...Enhancing nutritional environments through access to fruit & vegetables in sc...
Enhancing nutritional environments through access to fruit & vegetables in sc...
 
Fluxo digital na fotografia
Fluxo digital na fotografiaFluxo digital na fotografia
Fluxo digital na fotografia
 
Teaching Portfolio LEANNE GUIHOT
Teaching Portfolio LEANNE GUIHOTTeaching Portfolio LEANNE GUIHOT
Teaching Portfolio LEANNE GUIHOT
 
супы пюре. способы приготовления и подачи.
супы пюре. способы приготовления и подачи.супы пюре. способы приготовления и подачи.
супы пюре. способы приготовления и подачи.
 
How Long Does A VA Mortgage Loan Take?
How Long Does A VA Mortgage Loan Take?How Long Does A VA Mortgage Loan Take?
How Long Does A VA Mortgage Loan Take?
 
VideoConferencia
VideoConferenciaVideoConferencia
VideoConferencia
 
Practica power point
Practica power pointPractica power point
Practica power point
 
IMG_0001
IMG_0001IMG_0001
IMG_0001
 
Senior structural engineer performance appraisal
Senior structural engineer performance appraisalSenior structural engineer performance appraisal
Senior structural engineer performance appraisal
 
Planificación web conferencia
Planificación web conferenciaPlanificación web conferencia
Planificación web conferencia
 
рейтинговое агентство Fitch ratings
рейтинговое агентство Fitch ratingsрейтинговое агентство Fitch ratings
рейтинговое агентство Fitch ratings
 
Hypergraphia_PressRelease
Hypergraphia_PressReleaseHypergraphia_PressRelease
Hypergraphia_PressRelease
 
LS13龍坡邦安縵渡假村行前會議簡報
LS13龍坡邦安縵渡假村行前會議簡報LS13龍坡邦安縵渡假村行前會議簡報
LS13龍坡邦安縵渡假村行前會議簡報
 

Similar to Change Mgmt Secrets - SeeChange - InsideNGO Ann Conf 14

Dr. deb hedderly leading change presentation
Dr. deb hedderly leading change presentationDr. deb hedderly leading change presentation
Dr. deb hedderly leading change presentation
Chase Lawrence
 
Chapter 6 - Managing Change: Innovation and Diversity
Chapter 6 - Managing Change: Innovation and DiversityChapter 6 - Managing Change: Innovation and Diversity
Chapter 6 - Managing Change: Innovation and Diversity
dpd
 
Five phases of change management
Five phases of change managementFive phases of change management
Five phases of change management
LERNER Consulting
 
5CO01 Organisational performance and culture in practice 5CO01-Week2.pptx
5CO01 Organisational performance and culture in practice 5CO01-Week2.pptx5CO01 Organisational performance and culture in practice 5CO01-Week2.pptx
5CO01 Organisational performance and culture in practice 5CO01-Week2.pptx
karan992457
 

Similar to Change Mgmt Secrets - SeeChange - InsideNGO Ann Conf 14 (20)

Victor gerasimov 5 management models to develop your accounts
Victor gerasimov 5 management models to develop your accountsVictor gerasimov 5 management models to develop your accounts
Victor gerasimov 5 management models to develop your accounts
 
Key ingredients for organizational excellence
Key ingredients for organizational excellence Key ingredients for organizational excellence
Key ingredients for organizational excellence
 
Od & change diagnosis
Od & change diagnosisOd & change diagnosis
Od & change diagnosis
 
Dr. deb hedderly leading change presentation
Dr. deb hedderly leading change presentationDr. deb hedderly leading change presentation
Dr. deb hedderly leading change presentation
 
Chapter 6 - Managing Change: Innovation and Diversity
Chapter 6 - Managing Change: Innovation and DiversityChapter 6 - Managing Change: Innovation and Diversity
Chapter 6 - Managing Change: Innovation and Diversity
 
Organizational Diagnosis
Organizational DiagnosisOrganizational Diagnosis
Organizational Diagnosis
 
Managing Change: Tools and Techniques
Managing Change: Tools and TechniquesManaging Change: Tools and Techniques
Managing Change: Tools and Techniques
 
Evidence-Based Human Resource Management
Evidence-Based Human Resource ManagementEvidence-Based Human Resource Management
Evidence-Based Human Resource Management
 
Managing Change
Managing ChangeManaging Change
Managing Change
 
Organizational Change Management for IT Projects
Organizational Change Management for IT ProjectsOrganizational Change Management for IT Projects
Organizational Change Management for IT Projects
 
decision making and problem solving
decision making and problem solvingdecision making and problem solving
decision making and problem solving
 
Leadership Workshop - Leading Out of the Mess
Leadership Workshop - Leading Out of the MessLeadership Workshop - Leading Out of the Mess
Leadership Workshop - Leading Out of the Mess
 
Five phases of change management
Five phases of change managementFive phases of change management
Five phases of change management
 
Change Management Presentation Helsinki
Change Management Presentation HelsinkiChange Management Presentation Helsinki
Change Management Presentation Helsinki
 
5CO01 Organisational performance and culture in practice 5CO01-Week2.pptx
5CO01 Organisational performance and culture in practice 5CO01-Week2.pptx5CO01 Organisational performance and culture in practice 5CO01-Week2.pptx
5CO01 Organisational performance and culture in practice 5CO01-Week2.pptx
 
Week 1 intro to odc
Week 1  intro to odcWeek 1  intro to odc
Week 1 intro to odc
 
OD Employee Engagement and Orgn Culture
OD   Employee Engagement and Orgn CultureOD   Employee Engagement and Orgn Culture
OD Employee Engagement and Orgn Culture
 
Slhi june 23 08 imp part 1
Slhi june 23 08 imp part 1Slhi june 23 08 imp part 1
Slhi june 23 08 imp part 1
 
Slhi june 23 08 imp part 1
Slhi june 23 08 imp part 1Slhi june 23 08 imp part 1
Slhi june 23 08 imp part 1
 
Change Management
Change ManagementChange Management
Change Management
 

Change Mgmt Secrets - SeeChange - InsideNGO Ann Conf 14

  • 1. IT Systems Deployment ♦ Change Management Secrets  Strategic Planning Retreat  August 4-8th 2012  Sonoma, CA  Anne Pellicciotto, MSOD, Facilitator Anne Pellicciotto, President 1
  • 2. Requirements Analysis/ Business Case Systems Evaluation/ Acquisition Systems Design/ Implementation Planning Deployment/Test Phases 1-X Full Implementation Systems Deployment Lifecycle How is change coming into play? What kind of system are you considering? Where are you in the lifecycle? 2
  • 3. Change Throughout the Lifecycle Requirements Analysis/ Business Case Systems Evaluation/ Acquisition Systems Design/ Implementation Planning Deployment/Test Phases 1-X Full Implementation Ignore Embrace Explore Resist Change begins with you. 3
  • 4. Perspectives on Change 4  It’s not the progress I mind, it’s the change I don’t like. - Mark Twain  Organizations can be changed if you find and nourish the fringe lurkers and geeks. - Tom Peters  “It’s more fun when you choose to change, rather than have it imposed on you.” - Spencer Johnson  “You must become the change you want to see.” - Mahatma Gandhi  “Change is permanent whitewater. Every change is a plateau to the next change.”- Peter Vaill
  • 5. Benefits of Embracing Change? 5  Improve organization’s impact in the world  Use donor funding wisely – achieve ROI  Enhance morale  Technology can be fun!  Demonstrate leadership  Success breeds success support for next project Costs if you DON’T?
  • 6. IT CHANGE Critical Success Factors Strategic & Holistic Collaborate with Stakeholders Patience, Persistence (& Resistance) RESULTS! 6
  • 7. Holistic & Strategic 7  Institutional strategy & clear vision drives project  IT is but one element  Change in one area creates/ requires change in others  Build plan considering all these elements  Ignore Culture and you will hit a brick wall  Clarity and alignment on impacts in all elements critical What do you notice about this model?
  • 8. Star Elements 8 Strategy – The new direction the organization is taking, often in response to outside forces, in order to improve performance.  Structure – Changes to organizational design and lines of reporting, often depicted by an organization chart, which will be prompted by the new strategy.  People – Changes to the human resource needs, roles, responsibilities and competencies of individuals in the organization that result from implementing the new strategy.  Process – Changes to the processes, procedures, and workflows guiding the organization’s work, prompted by the new strategy, and often oriented around streamlining, removing duplication of effort, filling voids, and leveraging new talent and technology.  Info Tech – Changes to information systems used to support and facilitate the work of the organization that may be required to realize the strategic changes.  Culture – Changes to the norms, values, attitudes and beliefs held by the organization and its people that need to occur in order to support the new strategy. KEY: All are implemented in a manner that fits/helps achieve the strategy.
  • 9. Vision of Future Focus on the WHAT & WHY, not the how…  What business problem are you trying to solve?  What’s working and what’s not working?  What’s possible?  What is the Scope of the ERP effort?  What are the benefits and metrics of success? 9
  • 10. Is Your IT Vision Clear?  Can you articulate it to your team?  Management?  The Board?  Which Star Model element(s) are being most emphasized? Name 1 or 2.  Which Star Model elements are being neglected or de-emphasized?  What are the potential implications or questions regarding these elements? 10
  • 11. CO-labor-ation • Get out of silos • Work together toward same targets • Increase two-way communication • Widen the circle of involvement • Emphasize questions more than answers
  • 12. Collaboration – Why?  Gain critical buy-in to ensure smooth adoption  Gain critical input to the process from those who will rely on the new system/process 12
  • 13. Collaboration – Who? 13 Conduct Stakeholder Assessment  Who are the users?  Backoffice? Frontoffice?  Who are the key managers? Will they  Make? Help? Let? Block?  What’s in it for them?
  • 14. Facilitated Session – How? 14  For planning, requirements analysis, design…  Two-way communication vs. downloads  Clear agendas  Right people in the room  Experienced, objective yet informed facilitator  Active listening, engaging  Brainstorming and envisioning future vs. automating the current state  Agreed next steps and follow-through
  • 15. Patience, Persistence (& Resistance) FOCUS TIME Denial Commitment Resistance Exploration Crisis & Opportunity 1 2 3 4 FuturePast Internal/ Self External/ Environment 15 Based on Elizabeth Kubler-Ross, On Death and Dying. Change is a Process… • Where are you? • Where is your team? • How do move past Resistance? All Along the Lifecycle
  • 16. Stages of Change & Communication Strategies 16 Stage Indicators Individual Strategy Leader Strategy Denial People disengaged Pretending not happening Ask questions Announce plans Disseminate information Resistance Fear, uncertainty, and doubt Comfort with status quo Be open Self-assess Look at potential gains  LISTEN to Resistance - invite feedback Acknowledge feelings and fears Identify barriers Exploration Ready to problem- solve Have ideas Want solutions Offer ideas Participate in solutions Generate (brainstorm) ideas Make decisions Create rollout plans Commitment People excited Plans solidified People taking action Take action Follow-through Celebrate Assign responsibilities Implement action plans Acknowledge accomplishments
  • 17. Proof-of-Concept – Key Tool for Managing Change 17  Involve stakeholders actively  Test not just the technology but the concept  All time for culture to catch-up, embrace collaboration and standards  Achieve small wins, build confidence, expand to new departments, processes, cases
  • 18. Change Management Conclusions  Change initiatives take time  Incremental plan, small wins are critical – where to you begin?  Involve stakeholders from the beginning – facilitated solutioning sessions  Listen, listen, listen  Careful to repave the cow paths – this is an opportunity for overall performance improvement 18
  • 19. MANY THANKS! Anne Pellicciotto, President Washington, DC www.seechangeconsulting.com annep@seechangeconsulting.com On Twitter: Anneseye 19