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In the thick of it:
Building change capability in Higher
Education
APM Conference 2018
2
(and why on earth am I here!?)
Who am I?
3
What am I talking about
Share some insight to Higher Education
Introduce the Open University
What Change really means (to us)
How we tackled (and continue to tackle) our capability deficit
4
Higher Education 101
5
Higher Education 101
2012
200,000
2016
134,000
33%
CURRENT
33%
Whole
Market
Open
University
2012
59,000
2016
39,000
Number of students starting a part-time
undergraduate course in the UK has declined
Higher Education income has increased but
funding reduced – shift to compete
2009-10
£26.8bn
2015-16
£34.7bn
6
And The Open University?
The Open University exists to challenge conventional thinking and pioneer new
teaching, helping our students achieve their life and career goals, it is essential we
deliver the right change within the university.
Our relationship with
Change
8
Turbulent – to say the least
As a University we recognised that we were falling short in both our ability to
identify the right changes and to deliver them well
The outcome was simple: we needed to do less and do it better
We had three areas of focus:
Clear the decks – to free headspace and capacity
Change procedure - Single approach to approval, prioritisation and
assurance
Reinvigorate our change community and approach to capability building
9
Risk based approach
There is a risk that there is too much change affecting some parts of
the organisation for our current level of change capability and capacity.
Change projects might deliver their agreed outputs, yet the intended
outcomes and benefits don’t materialise, or can't be evidenced.
Change initiatives may fail to successfully engage staff groups and
other stakeholders on whom they are reliant to achieve the change.
10
The need to future proof
The sector and University is in a state of unprecedented change and we
didn’t feel we had the capability or capacity to navigate it
The need to change threatens the History of the University, its position as
an academic institution and its vision, to be ‘open to people, places,
methods and ideas’
We didn’t have positive experience of change, both real and perceived
Knowing what you’re up
against
12
But what is Change Capability?
People Process
13
APM: 5 dimensions of professionalism
Level 1 Level 2 Level 3 Level 4 Level 5
Body of
Knowledge
Competence
framework
Qualifications
CPD
Membership
14
Change Maturity Assessment
Governing
Change
Managing
Change
Landing
Change
Level 1
Awareness
Level 2
Some
good
practice
Level 3
Defined
and
consistent
Level 4
Managed
and
Quantified
Level 5
Continuous
improvement
2015
2015
2015
15
But what is Change Capability?
People focussed
Tools and
Techniques
Coal Face
Professional
Enable
Parity
Process focussed
Add Value
Increase
success
Transparency
So what did we do about
it?
17
Common Understanding
Governing Change
Managing Change
Landing Change
Leading, enabling and
shaping the direction of
change activity, providing
strategic control,
organisation and
accountability for the
outcomes of the project
Coordination and delivery
of the day-to-day change &
project management
activities that move the
organisation from a current
state to a future state.
Ensuring that changes are
sustainable and achieve
desired benefits through
effective design,
stakeholder management
and implementation
18
Single Process
Approval Prioritisation Assurance
Accept or reject proposals
inline with key criteria:
• University Strategy
• Step change in
capability
• Student Focus
• Decide when initiatives
happen in relation to the
wider portfolio and
known dependencies.
• Retain the right to
pause, stop or
reprioritise.
• Provide 2nd line
assurance to all projects
such as health checks
and gate reviews.
• Reporting to University
Committees and
External Bodies
19
The first leap of faith
Commitment to the development of project management professionals
Competency
framework and tools
Development pathway
and Quals
• Based on APM competency
• Guided reflection
• Opportunity to translate
experience into capability
• 1 of 3 pathways
• APM Quals
• Coaching and mentoring
20
Minimum Standards
Provide the university with a baseline level of expectation to support
decision-making and assurance
Develop institutional project and change maturity, to better ensure
successful delivery and enable greater transferral of skills
Allow direct comparison of projects to support our learning, decision-making
and assessment of the portfolio
Capability and
capacity
Activities and
assets
Roles and
responsibilities
21
Single version of the truth
22
Change community
C. 500 members
Action driven, results orientated
Capability focussed – providing CPD to improve competency
Bang for Buck?
24
25
Shift in maturity - 2018
Level 1 Level 2 Level 3 Level 4 Level 5
Body of
Knowledge
Competence
framework
Qualifications
CPD
Membership
26
Shift in competency
Governing
Change
Managing
Change
Landing
Change
Level 1
Awareness
Level 2
Some
good
practice
Level 3
Defined
and
consistent
Level 4
Managed
and
Quantified
Level 5
Continuous
improvement
2017
2017
2017
2016
2016
2016
2019
2019
2019
What next?
28
Is the problem still the same?
Coordination
Capability
Narrative
• Inconsistent project and programme
capability
• Unsophisticated approaches to project
planning and control
• Multiple portfolios –
‘similar but different’
• Resource
Management ‘at
capacity’
• ‘Emotional baggage’
• Perception of
changes as
conspiracy rather than
benefits realisation.
• Inconsistent
understanding of
change motive
29
Sort of
Coordination
Capability
Narrative
Volume of change is
actively managed –
prioritisation conflicts
remain
OU ‘emotional baggage’
Inconsistent understanding
of changes and their motive
Capability that meets the Chartered
Project Professional
Focus on consistency - no big wins
Stop being so hard on ourselves
THANK YOU

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In the thick of it: building change capability in higher education - Susie Palmer-Trew

  • 1. In the thick of it: Building change capability in Higher Education APM Conference 2018
  • 2. 2 (and why on earth am I here!?) Who am I?
  • 3. 3 What am I talking about Share some insight to Higher Education Introduce the Open University What Change really means (to us) How we tackled (and continue to tackle) our capability deficit
  • 5. 5 Higher Education 101 2012 200,000 2016 134,000 33% CURRENT 33% Whole Market Open University 2012 59,000 2016 39,000 Number of students starting a part-time undergraduate course in the UK has declined Higher Education income has increased but funding reduced – shift to compete 2009-10 £26.8bn 2015-16 £34.7bn
  • 6. 6 And The Open University? The Open University exists to challenge conventional thinking and pioneer new teaching, helping our students achieve their life and career goals, it is essential we deliver the right change within the university.
  • 8. 8 Turbulent – to say the least As a University we recognised that we were falling short in both our ability to identify the right changes and to deliver them well The outcome was simple: we needed to do less and do it better We had three areas of focus: Clear the decks – to free headspace and capacity Change procedure - Single approach to approval, prioritisation and assurance Reinvigorate our change community and approach to capability building
  • 9. 9 Risk based approach There is a risk that there is too much change affecting some parts of the organisation for our current level of change capability and capacity. Change projects might deliver their agreed outputs, yet the intended outcomes and benefits don’t materialise, or can't be evidenced. Change initiatives may fail to successfully engage staff groups and other stakeholders on whom they are reliant to achieve the change.
  • 10. 10 The need to future proof The sector and University is in a state of unprecedented change and we didn’t feel we had the capability or capacity to navigate it The need to change threatens the History of the University, its position as an academic institution and its vision, to be ‘open to people, places, methods and ideas’ We didn’t have positive experience of change, both real and perceived
  • 11. Knowing what you’re up against
  • 12. 12 But what is Change Capability? People Process
  • 13. 13 APM: 5 dimensions of professionalism Level 1 Level 2 Level 3 Level 4 Level 5 Body of Knowledge Competence framework Qualifications CPD Membership
  • 14. 14 Change Maturity Assessment Governing Change Managing Change Landing Change Level 1 Awareness Level 2 Some good practice Level 3 Defined and consistent Level 4 Managed and Quantified Level 5 Continuous improvement 2015 2015 2015
  • 15. 15 But what is Change Capability? People focussed Tools and Techniques Coal Face Professional Enable Parity Process focussed Add Value Increase success Transparency
  • 16. So what did we do about it?
  • 17. 17 Common Understanding Governing Change Managing Change Landing Change Leading, enabling and shaping the direction of change activity, providing strategic control, organisation and accountability for the outcomes of the project Coordination and delivery of the day-to-day change & project management activities that move the organisation from a current state to a future state. Ensuring that changes are sustainable and achieve desired benefits through effective design, stakeholder management and implementation
  • 18. 18 Single Process Approval Prioritisation Assurance Accept or reject proposals inline with key criteria: • University Strategy • Step change in capability • Student Focus • Decide when initiatives happen in relation to the wider portfolio and known dependencies. • Retain the right to pause, stop or reprioritise. • Provide 2nd line assurance to all projects such as health checks and gate reviews. • Reporting to University Committees and External Bodies
  • 19. 19 The first leap of faith Commitment to the development of project management professionals Competency framework and tools Development pathway and Quals • Based on APM competency • Guided reflection • Opportunity to translate experience into capability • 1 of 3 pathways • APM Quals • Coaching and mentoring
  • 20. 20 Minimum Standards Provide the university with a baseline level of expectation to support decision-making and assurance Develop institutional project and change maturity, to better ensure successful delivery and enable greater transferral of skills Allow direct comparison of projects to support our learning, decision-making and assessment of the portfolio Capability and capacity Activities and assets Roles and responsibilities
  • 21. 21 Single version of the truth
  • 22. 22 Change community C. 500 members Action driven, results orientated Capability focussed – providing CPD to improve competency
  • 24. 24
  • 25. 25 Shift in maturity - 2018 Level 1 Level 2 Level 3 Level 4 Level 5 Body of Knowledge Competence framework Qualifications CPD Membership
  • 26. 26 Shift in competency Governing Change Managing Change Landing Change Level 1 Awareness Level 2 Some good practice Level 3 Defined and consistent Level 4 Managed and Quantified Level 5 Continuous improvement 2017 2017 2017 2016 2016 2016 2019 2019 2019
  • 28. 28 Is the problem still the same? Coordination Capability Narrative • Inconsistent project and programme capability • Unsophisticated approaches to project planning and control • Multiple portfolios – ‘similar but different’ • Resource Management ‘at capacity’ • ‘Emotional baggage’ • Perception of changes as conspiracy rather than benefits realisation. • Inconsistent understanding of change motive
  • 29. 29 Sort of Coordination Capability Narrative Volume of change is actively managed – prioritisation conflicts remain OU ‘emotional baggage’ Inconsistent understanding of changes and their motive Capability that meets the Chartered Project Professional Focus on consistency - no big wins Stop being so hard on ourselves

Notas do Editor

  1. Head of Portfolio, Transformation PMO and Change Responsible for enabling projects, teams and leaders to succeed in project delivery Experience across construction, IT, strategy and business change Proud owner of the first APM PMO of the Year award I also offered
  2. 1096 - First recorded teaching in Oxford 15th Century – 4 Scottish University's formed 1950-60s En Masse expansion of HE 1969 - Formation of Open University 1980s - declining government expenditure per student 1992 – policy reform -polytechnics converted to University's 1997 – the start of tuition fees, 2006 - £3000 fee cap & 2010- £9000 fee cap 2011 over 1,600 bodies, including 250 further education colleges, which currently offer some form of UK higher education provision 2015 – the growth of MOOCs 2016 – new online, distance providers enter the market
  3. The Open University exists to challenge conventional thinking and pioneer new teaching, helping our students achieve their life and career goals, it is essential we deliver the right change within the university.
  4. Better scrutiny and challenge of change and investment cases Institutional wide improvement in our ability to challenge and prioritise change initiatives Reduction in cases for consideration and improved quality £10mil cost saving in the 16/17 academic year