Suceeding at Upstream, Midstream and Downstream Change Management

Copyright Prosci 2015. All rights reserved.1
webinar@prosci.com
Prosci Change Management Webinar
Succeeding at Upstream, Midstream
and Downstream Change Management

Copyright Prosci 2015. All rights reserved.
Prosci by the #s:
8
17
80%
4500+
30,000+
80,000+
Longitudinal studies
Years of research
Fortune 100 companies
Research participants
Certified practitioners
Community members
Contact Prosci:
Telephone: +1-970-203-9332
Email: webinar@prosci.com
Website: www.prosci.com
Tools or downloads referenced in this free webinar are for webinar educational
purposes; reproduction or distribution of these tools in your organization
will require additional steps on your part.
2
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Prosci’s Mission Our Principles:
• Research-based
• Holistic
• Easy-to-use
Our Resources:
•  Published products and tools
•  Web-based tools and applications
•  Face-to-face training
•  Train-the-Trainer
To help individuals and organizations build
their own change management capabilities
through development and delivery of
research-based, holistic, and easy-to-use
tools and methodologies.
Prosci
®
Webinars
•  Educational
•  Thought provoking
•  Insights into new development
•  New ideas, phraseology, language, and frameworks
•  Give you at least an hour per week to think about
change management
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Agenda:
•  Foundation
•  Upstream
•  Midstream
•  Downstream
•  Resources
3
Prosci Portal: Your Virtual
Change Management Workbench
http://portal.prosci.com

Foundation: Oil & Gas Sectors
5
www.slideshare.net/UPES_Dehradun/financing-of-downstream-projects-in-oil-gas-sector
Exploration
Production
Transportation
Processing
Refining
Distribution
Upstream DownstreamMidstream

Streams for Change Management
6
Selling
change management
Doing
change management
Evaluating
change management
Elevating
change management
A framework for thinking about the work you do

Selling change management
Getting on the project.
Getting commitment, buy-in and priority.
Winning over leaders and project teams.
Landing the gig.

Doing change management
Applying change management on
an initiative, project or program.
Integrating into project
management and plan.

Evaluating and Elevating
change management
Measuring how well you
are doing change mgmt.
Measuring your impact.
Leveraging to more projects
and parts of organization

Selling
change management
Doing
change management
Evaluating
change management
Elevating
change management
Getting commitment,
buy-in and priority.
Winning over leaders and
project teams.
Landing the gig.
Applying change
management on an
initiative, project or
program.
Leveraging to more
projects and parts of org.
Change Management Streams: Big Picture

Deeper Dive into Each Stream
13
1.  Why the stream is important
2.  Benchmarking data on the stream
3.  Resources available to support you
But first, a quick guide to resources…

Resources organized
by “stream” stage
Upstream: Selling CM
Midstream: Doing CM
Downstream:
Evaluating CM
Elevating CM
My Resources:
Tools you have purchased
or received through training
Available Resources:
Your “app store” of downloadable
and subscription tools
Freesources:
Free resources for building change
management knowledge
Navigating
Your Portal
Homepage
Create your
free account:
portal.prosci.com
Your Virtual
Change Management
Workbench

4 Resource Types
Webinar
replays
Tutorials &
resources
Cloud-based apps Downloads
Learning
Tools Apply on
multiple
projects
and track
over time
PDFs
MS Office
Learning
Guides
On demand access,
acclaimed webinars with
slides and handouts
Professionally
formatted for your
library or to share
with others

Industry-leading resources available to
empower your success in
Upstream, Midstream and Downstream
change management

Selling
change management
Why is
important?
Commitment and buy-in
“Must have” not “nice to have”
Avoid LIFO (last in, first out)
To secure the resources, funding
and mindshare to “do” change
management on the project

To senior leaders To project teams
•  Benefit realization and
financial outcomes
•  Project impact
•  Risk management
•  Increase project
results and outcomes
•  Focus on adoption
and usage
•  Minimize risks
Prosci 2014 Benchmarking Data
Copyright © Prosci Inc. All rights reserved.
Had to justify
change management 65%60%
How did you make the case?

Data from 2007, 2009, 2011, 2013.
20
16%
46%
77%
96%
0%
20%
40%
60%
80%
100%
Poor Fair Good Excellent
(n=244) (n=653) (n=834) (n=165)
Percent of study
participants who met or
exceeded objectives
Change Management Effectiveness
The better we
manage the people
side of change,
the better results
we achieve

Your Upstream Story:
•  Achieving our intended results and outcomes from this
change requires employee adoption and usage
•  If we fail to drive sufficient adoption and usage, we will
not be successful and face additional risks and costs
•  Change management is an enabling force for capturing
benefits and value in change
Current FutureTransition
Impacts of poor adoption and usage

Keys to success in Upstream:
1.  Context – change success
2.  Solve a problem (theirs)
3.  Language (theirs)
4.  Pain points (theirs)
22

Cloud-based apps
 CMROI Calculator
Downloads  Business Case for CM Template
 Business Case and CMROI Bundles
 Prosci Change Scorecard
(coming soon)
Webinar replays  How to Calculate CMROI
 How to Write a Business Case
 Engaging PMs in CM
 Start Talking About What You Deliver
 Five Tenets of CM
 Presenting the Value of CM in Context
Tutorials & resources
 Case for CM Tutorial Collection
Learning
Tools

Doing
change management
Why is
important?
Adoption and usage do not
happen by chance
Prosci’s research shows that there
are repeatable activities that
support individual transitions
A structured approach, scaled
and integrated into the project
plan, increases success

0%
20%
40%
60%
80%
'03 '05 '07 '09 '11 '13
Percent of participants using
a structured approach
0%
20%
40%
60%
80%
“Good” or “Excellent”
Change Management
Used a
methodology
Did not use a
methodology
Met or exceeded
objectives
0%
20%
40%
60%
80%
“Good” or “Excellent”
Change Management
With a dedicated resource
Without a dedicated resource
74% had a dedicated
change mgmt resource

Sponsorship
Communications
Middle Management
Engagement
Employee
Engagement
Change Management
Approach
Change Management
Resources
Integrating with PM
The Goal:
Employee
adoption and
usage
First Degree
Contributors
Second Degree
Contributors
Top Contributors to Success

Initiate Plan Design Develop Deploy
“Go Live”Kick off
Phase 3:
Reinforcing
Change
Phase 2:
Managing
Change
Phase 1:
Preparing
for Change
A D K A R
Strategy Plans Measures
General
Project
Lifecycle
Individual
Change
Journey
Milestones
Organizational
Change Mgmt
Activities
Major events
Prosci
®
ADKAR
®
Model
Prosci
®
3-Phase
Process

Prosci®
ADKAR®
Model
Milestones of Successful Individual Change
Awareness “I understand why…”
Desire “I have decided to…”
Knowledge “I know how to…”
Ability “I am able to…“
Reinforcement®
“I will continue to…”
ADKAR and “Awareness, Desire, Knowledge, Ability, Reinforcement” are registered trademarks of Prosci
Successful individual change occurs when you hear…

Prosci®
3-Phase Process
Deliverables and Work streams of Organizational Change Management
Preparing for Change, Managing Change and Reinforcing Change are registered trademarks of Prosci
Phase 3 –
Reinforcing
change™
Phase 2 –
Managing
change
Phase 1 –
Preparing for
change
Change
resistant
Change
ready
Small,
incremental
Large,
disruptive
Change characteristics
Organizational
attributes
Medium risk High risk
Medium riskLow risk
Mfg Dist IT BU 1 BU 2
Situational Awareness
Supporting Structure
Sponsor Model
Communications plan
Sponsor roadmap
Coaching plan
Training plan
Resistance mgmt plan
Customized
Scaled
Targeted
Aligned to BP
Compliance audits
Gap identification
Success celebration
Reinforcement mechanisms
Transfer of
ownership

Keys to success in Midstream:
1.  Structured, holistic approach
2.  Dedicated resources
3.  Individual milestones (ADKAR) +
Organizational activities (3-Phase Process)
4.  Integrated into project plan
30

Cloud-based apps  Pilot Pro
 PCT Analyzer
eBest Practices
 ADKAR Dashboard (coming soon)
Downloads  Change Management Blueprint
 CM Tracker Lite (coming soon)
Webinar replays  How to Integrate CM and PM
 Advancing the Discipline
 How to Manage Resistance
 How Leverage the Five Levers
 How to Apply ADKAR
 Prosci Methodology
Tutorials & resources  Research Exposé
 Prosci Methodology Tutorial Collection
 Integrating CM/PM Tutorial Collection
 Roles in CM Tutorial Collection
Learning
Tools

Methodology ResourcesProsci
3-day Certification Program Online Pilot Professional
•  Open-enrollment
•  Onsite
•  Master instructors
“I’m truly inspired!”
“Best training program I have
attended in my career!”
Interactive experience where you
apply the research-based methodology
and tools as you learn them

Evaluating
change management
Why is
important?
Builds credibility, acceptance
and accountability
Provides direction and clarity
on what we are working toward
Leveraging forward wins and
proofs of success
Elevating
change management
Change capability/agility is a
crucial core competency

Evaluating how you did
Five benchmarking questions:
1.  Did you measure the effectiveness of
your change management effort in support
of the project? What metrics did you use?
2.  Did you measure whether the change was
occurring at the individual level?
What metrics did you use?
3.  Did you have to report on change
management effectiveness of the project?
To whom? What metrics did you use?
4.  How did you demonstrate the
value-add of applying change
management on the project?
5.  How did you measure the
overall outcome of applying
change management on the project?

Overall change outcomes
Organizational

Performance
Change
Mgmt
Performance
Individual
Performance
Organizational

Performance
Org
Readiness

and
Change

Requisites
Progress
to
Plan
Results
and
Outcomes
Change
Mgmt
Performance
Preparing:

Strategy
and

Plans
Managing:

Implementation
Activities
Reinforcing:

Sustaining
Activities
Individual
Performance
Individual

Readiness
Engagement,

Participation,

and
Adoption
Usage
and

Performance
Early Mid Late
Prosci Change Scorecard How much value did the
project generate
(benefit realization)?
How effectively did impacted
employees bring the change
to life in their work?
How well did we “do”
change management?

Sponsorship
Communications
Middle
Management

Engagement
Employee

Engagement
Change
Management

Approach
Change
Management

Resources
Integrating
with
PM
The
Goal:

Employee

adoption

and
usage
First
Degree
Contributors
Second
Degree
Contributors
37
Alignment with industry best practices
eBest Practices Audit

Elevating toward a capability
Project-by-Project
Organizational Capability
Consolidating “wins” on specific
projects toward building a true
organizational capability
(Enterprise Change Management)
Project ECM:
Level 5 Organizational Competency
Level 4 Organizational Standards
Level 3 Multiple Projects
Level 2 Isolated Projects
Level 1 Ad hoc or Absent
Current Transition Future
Technical
side
People
side
Objective: Build change
capability and agility to
deliver better results and
outcomes of change,
increase resilience and
reduce saturation.
Prosci Change Management
Maturity Model

Keys to success in Downstream:
1.  Agree on what will be measured
2.  Multi-layered measurement of
both Outcomes and Activities
3.  Strategically select and rigorously
document proofs of success
4.  Treat “capability build” as a change project
39

Cloud-based apps eBest Practices Audit
 Maturity Model Audit
 ECM Roadmap
Downloads
 Best Practice Audit (static)
Webinar replays  Future of CM: Data and Trends
 Diagnosing Alignment with Critical
Success Factors
 How to Build Change Capabilities
(ECM)
 Determining your Org Change Maturity
 Succeeding at Up, Mid, Downstream
Tutorials & resources
Learning
Tools

Using the Streams of
Change Management
•  Understand where you are
•  Understand what to do next
•  Understand what resources are available
41

Using the Streams of
Change Management
42
Project A:
Project B:
Project C:
Project D:
Project E:
You may be at
different “streams”
for various projects
you are supporting
The framework
helps you focus
your efforts

Selling
change management
Doing
change management
Evaluating
change management
Elevating
change management
Getting commitment,
buy-in and priority.
Winning over leaders and
project teams.
Landing the gig.
Applying change
management on an
initiative, project or
program.
Leveraging to more
projects and parts of org.
Prosci empowers success in all streams

Initiate Plan Design Develop Deploy Sustain
45
Project
Health
Change
Scorecard
Best Practice
Alignment
CMROI
Calculation
ADKAR
Progress
Adoption

contribution
Installation

contribution
100%
50%
36%
3-Phase
Process
Phase 1:
Preparing for Change
Phase 2:
Managing Change
Phase 3:
Reinforcing Change
Empowering Resources applied across the project lifecycle
to catalyze adoption, results and value

Your logo here
Your custom suite of
tools accessible here
Portal Site Licenses to equip your change agents with empowering tools

Available à la carte
Or with an “All Access”
pass ($2000/year)
A Prosci Portal account is free to
create with immediate access to
Freesources and ability to
purchase and subscribe to
empowering tool

Upstream CM
 CMROI Calculator
 Business Case for CM Template
 Bus Case/CMROI Bundles
 Change Scorecard
 How to Calculate CMROI
 How to Write Bus Case
 Engaging PMs in CM
 Start Talking About WhatYouDeliver
 Five Tenets of CM
 Presenting Value in Context
 Case for CM
Your virtual CM workbench
Free to create account now
Create a custom site for
your change practitioners
http://portal.prosci.com
support@prosci.com
Learn more:
http://empower.prosci.com/prosci-portal-information
48
Midstream CM
 Pilot Pro
 PCT Analyzer
eBest Practices
 ADKAR Dashboard
 CM Blueprint
 CM Tracker Lite
 How to Integrate CM and PM
 Advancing the Discipline
 How to Manage Resistance
 How Leverage the Five Levers
 How to Apply ADKAR
 Prosci Methodology
 Research Expose
 Prosci Methodology Tutorials
 Integrating CM/PM Tutorials
 Roles in CM Tutorials
Downstream CM
eBest Practices Audit
 Maturity Model Audit
 ECM Roadmap
 Best Practices Audit (static)
 Future of CM: Data and Trends
 Diagnosing Alignment
 How to Build Change Capabilities
 Determining Your Org Maturity
 Succeeding at Up, Mid, Downstream

Suceeding at Upstream, Midstream and Downstream Change Management

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