Change Management

Case Example - Change Management




Table of Contents

1. Executive Summary 4
2. Introduction 4
3. Change Management – A Definition 4
4. Change Management Approach 4
5. Change Leader – Role Description 6
5.1. Responsibilities 6
5.2. Required Skills 6
5.3. Sample Deliverables 6
5.4. Areas that are Out of Scope for the Business Change Manager 6
6. Getting Started 7
6.1.Key Principles 7
6.2. Outline Desired Outcomes 7
6.3. Define Change Scope 7
6.4. Corporate Considerations and Lessons Learned 8
6.5. Change Timeline 8
7. Stakeholder Management 9
7.1. Overview 9
7.2. Identify Stakeholders 9
7.3. Create the Stakeholder Map 10
7.4. Engage Stakeholders and Build Commitment 10
7.5. Assessing and Tracking Buy-In 12
8. Impact Assessment 138.1. Definition of Level of Business Change 13
8.2. Enabling Business Change 13
8.3. Template for Impact Assessment 14
9. Organization Restructure Overview 15
9.1. Organization Design Activities 15
9.2. Role Definition 15
9.3. Job Definition 16
9.4. Gap Analysis 16
9.5. Job Description 16
9.6. Team Definition 16
9.7. Transition to the New Org Structure 16
9.8. HRConsultations 17
10. Communications Approach 19
10.1. Communications Roles and Responsibilities 19
10.2. Guiding Principles 19
10.3. Communications Process 20
10.4. Audiences 21
10.5. Communication Methods and Channels 22
10.6. Existing Internal Communication Channels 23
10.7. Project Communications Plan 23
11. Training Approach 24
11.1. L&D Development Consultants 2411.2. Training Roles and Responsibilities 24
11.3. Identify Audience 24
11.4. Training Needs Analysis 25
11.5. Set Training Objectives 26
11.6. Determine Target Audience for Training 26
11.7. Choose Method of Delivery and Set the Training Curriculum 27
11.8. Options available in the business 28
11.9. Sample Timelines 29
11.10. Updates to New Starter Training 30
11.11.Maintenance 30
11.12. Scheduling and Delivery 30
11.13. Gather Feedback 30
12. Business Deployment 31
13. Business Deployment Plan 32
13.1. Business Deployment Scope 32
13.2. Roles and Responsibilities 32
13.3. Target Audiences 33
13.4. Timelines and Milestones 33
13.6. Go-Live Sequence of Events 33
14. Stabilization and Issue Resolution 36
14.1. Warranty Period 3614.2. Stabilization Team 36
14.3. Stabilization Team Roles and Responsibilities 36
14.4. Super Users 37
14.5. Issue Resolution 37
14.6. Stabilization Team Meeting Schedule 37
14.7. Stabilization Exit 37
15. Change Timeline 38
GLOSSARY 39
APPENDIX A – Example Stakeholder Map 40
APPENDIX B – Example Impact Assessment 42
APPENDIX C – Internal Communications Channels 43
APPENDIX D –Example Project Communications Plan – for a specific update 46
APPENDIX E – Example Training Objectives 48
APPENDIX F – Example Target Audience 49
APPENDIX G – Example Training Curriculum 50
APPENDIX H – Example Business Deployment Quality Gates 51
APPENDIX I – Example Business Deployment Super User Intro 52
APPENDIX J – Example Stabilization Team Meeting Schedule 54

1. Executive SummaryThe aim of this document is to provide a change management guideline for all projects within xxx. It provides a practical framework of seven steps for enabling and implementing business change based on best practice, previous experience and the client environment. All examples used are from successfully completed pieces of work, providing real life cases and templates for future use.

This isa supplementary guide for Project Managers and Change Leaders within the program.

The need for formal change management training is being assessed by Learning and Development as part of the Manager Development curriculum.


2. Introduction
Managing business change is a core element of most projects and core capability of all Managers. Currently, the client has no formal approach or set...