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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.
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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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Copyright Prosci 2015. All rights reserved.
Agenda:
• Foundation
• Upstream
• Midstream
• Downstream
• Resources
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Prosci Portal: Your Virtual Change Management Workbench
http://portal.prosci.com
Copyright Prosci 2015. All rights reserved.
Copyright Prosci 2015. All rights reserved.
Foundation: Oil & Gas Sectors
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www.slideshare.net/UPES_Dehradun/financing-of-downstream-projects-in-oil-gas-sector
Exploration Production
Transportation Processing
Refining Distribution
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved.
Streams for Change Management
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Upstream Downstream Midstream
Selling change management
Doing change management
Evaluating change management
Elevating change management
A framework for thinking about the work you do
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Copyright Prosci 2015. All rights reserved. 8
Upstream Downstream Midstream
Selling change management
Getting on the project. Getting commitment, buy-in and priority. Winning over leaders and project teams. Landing the gig.
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Upstream Downstream Midstream
Doing change management
Applying change management on an initiative, project or program.
Integrating into project management and plan.
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Upstream Downstream Midstream
Evaluating and Elevating change management
Measuring how well you are doing change mgmt.
Measuring your impact.
Leveraging to more projects
and parts of organization
Copyright Prosci 2015. All rights reserved. 11
Upstream Downstream Midstream
Selling change management
Doing change management
Evaluating change management
Elevating change management
Getting on the project. Getting commitment, buy-in and priority. Winning over leaders and project teams. Landing the gig.
Applying change management on an initiative, project or
program.
Integrating into project management and plan.
Measuring how well you are doing change mgmt.
Measuring your impact.
Leveraging to more
projects and parts of org.
Change Management Streams: Big Picture
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Copyright Prosci 2015. All rights reserved.
Deeper Dive into Each Stream
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Upstream Downstream Midstream
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…
Copyright Prosci 2015. All rights reserved.
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
Copyright Prosci 2015. All rights reserved. 15
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
Copyright Prosci 2015. All rights reserved. 16
Upstream Downstream Midstream
Industry-leading resources available to empower your success in
Upstream, Midstream and Downstream change management
Copyright Prosci 2015. All rights reserved. 17
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 18
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?
Upstream Downstream Midstream
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Copyright Prosci 2015. All rights reserved.
Prosci 2014 Benchmarking Data Copyright © Prosci Inc. All rights reserved. Data from 2007, 2009, 2011, 2013.
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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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 21
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 Future Transition
Impacts of poor adoption and usage
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved.
Keys to success in Upstream:
1. Context – change success 2. Solve a problem (theirs) 3. Language (theirs) 4. Pain points (theirs)
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Upstream Downstream Midstream
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Upstream Downstream Midstream
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
Copyright Prosci 2015. All rights reserved. 24
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 25
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 26
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
Prosci 2014 Benchmarking Data Top Contributors to Success Copyright © Prosci Inc. All rights reserved.
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 27
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 28
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…
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 29
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved.
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
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Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 31
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 32
Methodology Resources Prosci 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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 33
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 34
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?
Upstream Downstream Midstream
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Copyright Prosci 2015. All rights reserved. 36
Evaluating how you did Overall change outcomes
Organizational Performance
Change MgmtPerformance
IndividualPerformance
Organizational Performance
Org Readiness and Change Requisites
Progressto Plan
Resultsand
Outcomes
Change MgmtPerformance
Preparing : Strategy and
Plans
Manag ing : Implementation
Activities
Reinforcing : SustainingActivities
IndividualPerformance
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?
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved.
Sponsorship
Communications
Middle Management Engagement
Employee Engagement
Change Management Approach
Change Management Resources
Integrating with PM
The Goal: Employee adoption and usage
First DegreeContributors
Second DegreeContributors
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Evaluating how you did Alignment with industry best practices
eBest Practices Audit
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 38
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved.
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
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Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved. 40
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
Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved.
Using the Streams of Change Management
• Understand where you are
• Understand what to do next
• Understand what resources are available
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Upstream Downstream Midstream
Copyright Prosci 2015. All rights reserved.
Using the Streams of Change Management
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Upstream Downstream Midstream
Upstream Downstream Midstream
Upstream Downstream Midstream
Upstream Downstream Midstream
Upstream Downstream Midstream
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
Copyright Prosci 2015. All rights reserved. 43
Upstream Downstream Midstream
Selling change management
Doing change management
Evaluating change management
Elevating change management
Getting on the project.
Getting commitment, buy-in and priority.
Winning over leaders and project teams.
Landing the gig.
Applying change management on an initiative, project or
program.
Integrating into project management and plan.
Measuring how well you are doing change mgmt.
Measuring your impact.
Leveraging to more projects and parts of org.
Prosci empowers success in all streams
Copyright Prosci 2015. All rights reserved.
Copyright Prosci 2015. All rights reserved.
Initiate Plan Design Develop Deploy Sustain
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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
Copyright Prosci 2015. All rights reserved. 46
Your logo here
Your custom suite of tools accessible here
Portal Site Licenses to equip your change agents with empowering tools
Copyright Prosci 2015. All rights reserved. 47
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
Copyright Prosci 2015. All rights reserved.
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 What You Deliver
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
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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