Monthly Archives: February 2016

First Interview about ‘Charting Change’

Charting ChangeI was lucky enough to (a) get Tanveer Nasser to contribute some thought leadership to my new book Charting Change (launching March 9, 2016!) and (b) to be a guest recently on his leadership podcast.

Here is a quick snippet from Tanveer’s site about the content of our interview:

“In today’s faster paced, interconnected world, there’s little doubt that change is the new reality; the new standard by which we now have to operate. But if leaders recognize change as being a new constant in our organization’s field of view, why then are so many leaders struggling to effectively drive change in their organization? It’s the question that serves as the basis of my talk with innovation expert and author, Braden Kelley.”

Click here for more information and to listen to the interview

Tanveer NaseerTanveer Naseer is an award-winning and internationally-acclaimed leadership writer and keynote speaker. He is also the Principal and Founder of Tanveer Naseer Leadership, a leadership coaching firm that works with executives and managers to help them develop practical leadership and team-building competencies to guide organizational growth and development.

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Digital Transformation versus Digital Strategy

In my last article, Digital Transformation Matters, we looked at the accelerating pace of change, the case for digital transformation, and our evolving interactions with technology. We also asked a simple question:

Are you ready to do business in a digital way for the digital age?

In our digital age all companies must change how they think, change how they interact with customers, partners, and suppliers, and change how the business works inside. Customer, partner, and supplier expectations have changed and a gap is opening between what they expect from their interaction with companies, and what those companies are currently able to deliver. Companies must immediately work to close this expectation gap or the entire business is at risk.

There are groups of digital natives out there that are extremely capable, have greater access to capital than ever before, and are very likely to re-imagine your business and your entire industry from the ground up if you don’t start making the necessary changes in your business to eliminate the opportunity.

If they attack, they will do it with a collection of digital strategies that utilize the power of the digital mindset to more efficiently and effectively utilize the available people, tools and technology, and to design better, more seamlessly interconnected and automated processes that can operate with only the occasional human intervention.

To defend your company’s very existence, you must start thinking like a technology company or go out of business. Part of that thinking is to fundamentally re-imagine how you structure and operate your business. You must look at your business and your industry in the same way that a digital native startup will if they seek to attack you and steal your market. To make this easier you can ask yourself five questions:

  1. If I were to build this business today, given everything that I know about the industry and its customers, and given all of the advances in people, process, technology and tools, how would I design it?
  2. From the customers’ perspective, where does the value come from?
  3. What structure and systems would deliver the maximum value with the minimum waste?
  4. What are the barriers to adoption and the obstacles to delight for my product(s) and/or service(s) and how will my design help potential customers overcome them?
  5. Where is the friction in my business that the latest usage methods of people, process, technology, and tools can help eliminate?

There are of course potentially other questions you may want to ask, but these five should get you most of the way to where you need to go in your initial strategic planning sessions. If you have other key questions that you think I’ve missed, please add them in the comments.

Digital Strategy vs. Digital Transformation

But how much appetite for going digital do you have?

This is where the question of digital strategy versus digital transformation comes in.

The two terms are often misused, in part by being used interchangeably when they are in fact two very different things.

A digital strategy is a strategy focused on utilizing digital technologies to better serve one particular group of people (customers, employees, partners, suppliers, etc.) or to serve the needs of one particular business group (HR, Finance, Marketing, Operations, etc.). The scope of a digital strategy can be quite narrow, such as using digital channels to market to consumers in a B2C company, or broader, such as re-imagining how marketing could be made more efficient through the use of digital tools like CRM, marketing automation, social media monitoring, etc. and hopefully become more effective at the same time.

Meanwhile, a digital transformation is an intensive process that begins by effectively building an entirely new organization from scratch utilizing:

  • All of the latest DIGITAL TECHNOLOGIES (artificial intelligence, predictive analytics, BPM, crowd computing, etc.)
  • The latest TOOLS (robotics, sensors, etc.)
  • The latest best practices and emerging next practices in PROCESS (continuous improvement, business architecture, lean startup, Business Process Management (BPM), crowd computing, and continuous innovation using a tool like The Eight I’s of Infinite Innovation™)
  • The optimal use of the other three to liberate the PEOPLE that work for you to spend less time on bureaucratic work and more time imagining the changes necessary to overcome barriers to adoption and obstacles to delight through better leadership methods, reward/recognition systems, physical spaces, collaboration and knowledge management systems, etc.

And ends with a plan for making the transformation from the old way of running the business to the new way.

The planning of the digital transformation is of course all done collaboratively on paper, whiteboards, and asynchronous electronic communication (hopefully not email, but more on that later). The goal is to think like a digital native, to think like a startup, to approach the idea of designing a company to utilize all of the advances in people, process, technology and tools to kill off your own company (at least as you know it). Because, if you don’t re-invent your company now and set yourself up with a new set of capabilities that enable you to continuously re-invent yourself as a company, then some venture capitalist is going to see an opportunity, find the right team of digital natives, and give them the necessary funding to enter your market and re-invent your entire industry for you.

It’s All About the Interfaces

People are fascinated with startups like Uber and with good reason because they have changed the lexicon and the way that we think about entire categories of products and services. Whether or not you believe there is causation, the fact remains that Yellow Cab in San Francisco filed for bankruptcy, and that Uber has placed an immense amount of pressure on taxi and airport limousine companies. But you should also be looking at what established technology companies like Amazon are doing because established technology companies are looking for growth and new markets too, and they might decide yours looks attractive, so you have to think like a technology company or go out of business.

One way that technology companies differ from non-technology companies is that they naturally focus on the interfaces, because that is where complex systems often fail. And so, if you are pursuing a digital strategy on your way to a digital transformation, you must first pick an interface, and then optimize the experience at that interface. It could be the interface between the company and customers, it could be the company to employee or employee to employee interface, or even the company to partner or company to supplier interface. Whatever interface you choose, your goal is to ultimately look at that interface with a fresh modern lens, and then utilize all of the latest (and emerging) approaches from a people, process, and technology perspective, to create a more efficient and more effective (aka better) experience.

The better job you do as an organization at removing friction at the interfaces, the more likely you are to become a partner of choice, supplier of choice, employer of choice, and/or a brand of choice. The value of becoming any or all of these could be the difference between the survival and growth of the organization, and a slow, agonizing death at the hands of a new, digital entrant or a digitizing incumbent that completes a digital transformation before your leadership team can agree it’s even necessary.

Architecting Your Organization for Change

One thing that both a digital strategy and a digital transformation have in common is that they will inflict change (in varying amounts) upon the organization, and with a more visual, collaborative approach to planning that change – like that enabled by the Change Planning Toolkit™ that I introduce in my new book Charting Change (available February 24, 2016) – you will increase your odds of beating the 70% change failure rate and of successfully achieving your digital change goals.

As you plan your change efforts it helps if you keep in mind the Five Keys to Successful Change™ and that you consider Architecting Your Organization for Change. Below you will see visualizations of both concepts and both are available as free downloads from the Change Planning Toolkit™, which is a collection of frameworks, worksheets, and other tools (including the Change Planning Canvas™).

Five Keys to Successful Change 550

Architecting the Organization for Change

Click to access these frameworks as scalable 11″x17″ PDF downloads

These two frameworks will help you take a more holistic view of organizational change wider than just change management or change leadership, and helps organizations:

  1. Visualize a new way to increase organizational agility
  2. Integrate changes in the marketplace and customer behavior into the strategy
  3. Create a new organizational architecture that integrates all five elements of organizational change
  4. Make project, behavior and communications planning and management a central component of your change efforts
  5. One thing that should immediately jump out as you look at the Architecting the Organization for Change framework is that The Five Keys to Successful Change™ are embedded it.

Change Maintenance forms the foundation of a change-centric organization, ensuring that the changes necessary to ensure a healthy firm continue to persist (or are “maintained”), while the top of the organizational pyramid is driven by a conscious strategy that evolves over time, informed by changes in customer behavior and changes in the marketplace.

The strategy of the firm then determines the appropriate business architecture, and as the organization’s strategy changes, the business architecture may also need to change. Any necessary changes in the architecture of the business (new or updated capabilities or competencies) then will lead to modifications to the portfolio of change initiatives and projects (and remember every project is a change effort). These projects and initiatives will consist of innovation initiatives and efforts to create positive changes in the operations of the business.

The change efforts and projects identified as necessary and invested in as part of the change portfolio then represent projects that impact the innovation and operations for the firm, and in order to successfully execute them in the short term includes change planning, management, and leadership, and in the longer term the maintenance of the required changes.

And for the change efforts and projects to be successful the organization must also focus on project planning and management, behavior planning and management, and communications planning and management. The related projects, behaviors, and communications must all be effectively planned and managed in a way that keeps all three in sync.

I hope you see that by increasing your focus on the Change Planning discipline and through increased use of tools like the Architecting the Organization for Change framework from the Change Planning Toolkit™, your business will be able to more collaboratively and visually plan change efforts as large as a digital transformation or as small as a digital strategy and to increase your organizational agility.

More on organizational agility soon, so stay tuned!

In the meantime, please get yourself a copy of Charting Change as a hardcover (ebook coming soon) and get your free downloads from the Change Planning Toolkit™ (or go ahead and purchase a license now).

Buy the Change Planning Toolkit™ NowNow you can buy the Change Planning Toolkit™ – Individual Bronze License – Advance Purchase Edition here on this web site before the book launches.

This article originally appeared on Linkedin

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Increasing Organizational Agility

Increasing Organizational Agilityby Braden Kelley

Companies seeking to cope with the pace of accelerating change are looking for ways to go faster, and managers in non-technical disciplines have become increasingly infatuated with the Agile Software Development methodology and many are finding ways to adapt parts of it to create agile change or agile marketing or other such things. Sure agility sounds like a good thing and sure agile marketing sounds like it must be better than regular marketing, but is it?

What is agility really?

According to Dictionary.com, agility is:

“The power of moving quickly and easily; nimbleness”
OR
“The ability to think and draw conclusions quickly; intellectual acuity”

When it comes to a business context, I however prefer to define agility a bit more simply, a bit more concisely. Agility, or organizational agility in our case, is:

“How quickly an organization can change directions”

Many people, especially in an organizational or commercial context, get confused between agility and flexibility. They are NOT the same thing.

Agile vs. Flexible

Organizational agility is about how quickly an organization can change directions, while flexibility in an organization gives it the ability to do different things with the same resources, often by purchasing more flexible equipment (at a higher price) or by training people to do more than one thing (resulting in higher training costs) or by hiring people that are skilled at more than one thing (higher salary/benefit costs). Flexibility definitely has its benefits (being able to shift resources among purposes) but it also has costs like the ones mentioned above, and probably more importantly, flexibility usually decreases the efficiency of systems.

Fixedness on the other hand, reduces variability, allows you to focus on the things that do vary and get really good at executing all aspects of a system, including the acquisition of the very best tools and technology to perform each particular function. But, as you can imagine, fixedness has its downside too. If a human resource goes down due to illness or a piece of production equipment breaks, potentially, the whole system grinds to a halt.

So, as you can imagine, increased organizational agility is achieved by establishing the right balance between flexibility and fixedness.

The Organizational Agility Framework

I have captured this principle below in the Organizational Agility Framework:

Organizational Agility Framework


Click to access this framework as a scalable 11″x17″ PDF download
(Tooklit purchasers also get access to the Organizational Agility Worksheet)

The Organizational Agility Framework helps organizations:

  • Adapt to changing environmental conditions
  • Stretch existing resources and the organization itself to do new things in new ways
  • Enable faster change inside the organization and faster adoption by customers
  • Evolve profitable customer relationships to keep the organization strong and vibrant

The Organizational Agility Framework (and corresponding worksheet in the Change Planning Toolkit™) also helps you ask two key questions:

  1. Where can we stretch our existing resources and the organization itself to do new things in new ways?
  2. What should we keep the same to enable faster change inside the organization and faster adoption by customers?

Flexibility vs. Fixedness

Too much Flexibility and it will take too long to make decisions and changes.

Too much Fixedness and you will suffer from organizational rigidity.

Companies seeking increased organizational agility and an improved ability to cope with the accelerating pace of change and ever-evolving customer expectations must seek to strike that optimal balance between fixedness (so you can go fast) and flexibility (so you can quickly adapt to changing customer needs).

Can your organization find the right balance?

More on digital transformation and organizational agility soon, so stay tuned!

In the meantime, please get yourself a copy of Charting Change as a hardcover (or ebook) and get your free downloads from the Change Planning Toolkit™ (or go ahead and purchase a license now).

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‘Charting Change’ Now Launching on March 9th

Charting ChangeTo supporters of my first book Stoking Your Innovation Bonfire and my latest book Charting Change, I am sad to say that the launch date for my new book, designed to make change less overwhelming and more human, has moved back to March 9, 2016.

Get Everyone Literally on the Same Page for Change!

Charting Change – A Visual Toolkit for Making Change Stick, the follow-up to Stoking Your Innovation Bonfire, is being published by Palgrave Macmillan, and is now available for pre-order at all of the Amazon online bookstores (USA, UK, DE, FR, JP, CA) and many other retailers around the world. BookDepository.com ships FREE to nearly 90 countries.

What People Are Saying

Daniel H Pink“There’s no denying it: Change is scary. But it’s also inevitable. In Charting Change, Braden Kelley gives you a toolkit and a blueprint for initiating and managing change in your organization, no matter what form it takes.”
– Daniel H. Pink, author of Drive and To Sell is Human

Eric Hieger“Thoughtful, thorough, and practical is the rare blend that Braden has achieved in this Change Management field guide. Much more than a series of tactics, Charting Change will explicitly, sequentially, and visually help users create a diverse set of experiences for stakeholders that will most certainly increase likelihood of success.”
– Eric D. Hieger, Psy.D., Business Transformation and Change Leadership Practice Lead at ADP

Denise Fletcher“As the pace of change speeds up, the market disruptions and resulting changes can be daunting for all. We all wish we could predict how change will affect our business, our market and our people. No matter what business area you come from, change affects us all and can produce great outcomes when managed well. In Braden Kelley’s newest book, Charting Change, he provides a terrific toolkit to manage this process and make it stick.”
– Denise Fletcher, Chief Innovation Officer, Xerox

Phil McKinney“Braden Kelley and his merry band of guest experts have done a nice job of visualizing in Charting Change how to make future change efforts more collaborative. Kelley shows how to draw out the hidden assumptions and land mines early in the change planning process, and presents some great techniques for keeping people aligned as a change effort or project moves forward.”
– Phil McKinney, retired CTO for Hewlett-Packard and author of Beyond the Obvious

Marshall Goldsmith“Higher employee retention? Increased revenue? Process enhancements? Whatever your change goal, Charting Change is full of bright ideas and invaluable visual guides to walk you through change in any area where your organization needs it.”
– Marshall Goldsmith is the #1 New York Times bestselling author of Triggers, MOJO and What Got You Here Won’t Get You There

The Opportunity

Braden Kelley - Author of "Charting Change"

Innovation is about change, and organizations and individuals resist change. But, if you look around the business ecosystem, you’ll see that the companies that successfully innovate in a repeatable fashion and stay at the top of their industries have one thing in common – they are good at managing change.

Research shows that up to seventy percent of all change initiatives fail. Let’s face it, change is hard, as is getting an organization on board and working through the process. One thing that has been known to be effective is onboarding teams not only to understand this change, but to see the process and the progress of institutional change. Charting Change will help teams and companies visualize this complicated process.

The Concept

I have developed the Change Planning Toolkit™ and the Change Planning Canvas™, which enable leadership and project teams to easily discuss the variables that will influence the change effort and organize them in a collaborative and visual way. It will help managers build a cohesive approach that can be more easily embraced by employees who are charged with the actual implementation of change. Charting Change will teach readers how to use this visual toolkit to build a common language and vision for implementing change.

The Supplemental Materials

Get the new Change Planning Toolkit™ downloadsAfter the book launches, book buyers will get access to the Change Planning Toolkit™ Basic License which includes access to 26 of the 50+ frameworks, worksheets, and other tools (including the Change Planning Canvas™) in a 11″x17″ downloadable PDF format. To get access to poster size versions (35″x56″) of these tools, please contact me about upgrading to an affordable site license.

Click here to purchase the Change Planning Toolkit™ Basic License – Advance Purchase Edition now on this web site and get instant access to the supplemental materials and a digital version of the book when it becomes available.

The Toolkit

— Click here to get more information about the Change Planning Toolkit™
Sign up for the latest news and alerts

Where to Buy (now available for pre-order until March 2016)

More Change Planning Toolkit™ Resources:

The Case Studies in Charting Change

NHS Challenge Top-Down ChangeChallenge Top Down Change (@NHSEngland, @HSJnews and @NursingTimes)

NHS Improving Quality, a national improvement body of NHS England, working in partnership with the Health Service Journal (HSJ) and the Nursing Times (NT) national healthcare management titles to challenge top down change.

Babak ForutanpourQualcomm Flux – Babak Forutanpour

Babak Forutanpour (@bababinke) is a curious soul, an engineer, a UX Technologist, and a VFX Artist. He is the founder of Qualcomm’s FLUX and Co-Creator of Don’t Dream Alone. Creator of the @TheAryaBall.

The Guest Experts in Charting Change

Beth Montag SchmaltzBeth Montag Schmaltz (@bethmschmaltz)

Beth Montag Schmaltz is a Founding Partner at 71 & Change, a strategy and implementation consulting company that designs and implements solutions to address today’s workforce challenges. Most importantly, we believe that Your People = Your Success.

Dion HinchcliffeDion Hinchcliffe (@dhinchcliffe)

Dion Hinchcliffe is a Vice President and Principal Analyst at Constellation Research. He is a well-known business strategist, enterprise architect, book author, frequent keynote speaker, analyst, and transformation consultant.

Matthew E MayMatthew E. May (@matthewemay)

Matthew E. May is a strategy facilitator, innovation coach, and lean trainer. Author of four books (including The Laws of Subtraction and The Elegant Solution), working on a 5th.

Rosemarie Ryan & Ty MontagueTy Montague (@tmontague) and Rosemarie Ryan (@RosemarieRyan)

Co-Founders and Co-CEOs of co:collective, a strategy and innovation company that works with leadership teams to conceive and execute innovation in customer experience using a proprietary methodology called StoryDoing ©.

Tanveer NaseerTanveer Naseer, MSc. (@TanveerNaseer)

Tanveer Naseer is an award-winning and internationally-acclaimed leadership writer, author of the book “Leadership Vertigo”, keynote speaker, and founder of Tanveer Naseer Leadership, a leadership coaching firm.

Brett ClayBrett Clay (@sellingchange)

Brett Clay is the Founder and President of Change Leadership Group, LLC and author, “Selling Change, 101 Secrets for Growing Sales by Leading Change.”

Ayelet BaronAyelet Baron (@ayeletb)

Ayelet Baron is a futurist helping to build thriving 21st century organizations with conscious leaders who drive shared purpose. Ayelet is a keynote speaker and author whose purpose is to open people’s minds and hearts about what’s possible when we lifework in abundance.

Seth KahanSeth Kahan (@sethkahan)

Seth Kahan is an executive advisor who guides CEOs on leading change and innovation to create powerfully positive impact.
.

Rohit TalwarRohit Talwar (@fastfuture)

Rohit Talwar is a global futurist and CEO of Fast Future Research and Fast Future Publishing. He is the editor of The Future of Business – published in June 2015.
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Charting Change Number One New Release on AmazonTable of Contents from Charting Change

  • Acknowledgements
  • Preface
  • Change Planning Canvas™ (2-page foldout)
  • Chapter 1 – Changing Change
  • Chapter 2 – Planning Change
  • Chapter 3 – Understanding the Current State
  • BONUS FEATURE – NHS (Case Study – Challenging Top Down Change)
  • Chapter 4 – Exploring Readiness for Change and Transitions
  • Chapter 5 – Envisioning the Desired State
  • BONUS FEATURE – Seth Kahan (Guest Expert – Generating Dramatic Surges of Progress)
  • Chapter 6 – Picking the Right Target for Your Change Effort
  • Chapter 7 – The Benefits of Change
  • Chapter 8 – The People Side of Change
  • Chapter 9 – Barriers and Obstacles to Change
  • BONUS FEATURE – Matthew E May (Guest Expert – Reverse Engineer Your Strategy)
  • Chapter 10 – Not Everything about Change is Wonderful
  • Chapter 11 – Breaking it Down
  • Chapter 12 – Now What (The Resource Challenge)
  • BONUS FEATURE – Beth Montag-Schmaltz (Guest Expert – Change Saturation)
  • Chapter 13 – Building the Case for Change
  • BONUS FEATURE – Brett Clay (Guest Expert – Selling Change)
  • Chapter 14 – Communicating Change
  • BONUS FEATURE – Ty Montague and Rosemarie Ryan (Guest Experts – StoryDoing)
  • Chapter 15 – Leading Change
  • BONUS FEATURE – Tanveer Naseer (Guest Expert – Leading Change)
  • Chapter 16 – Innovation is All about Change
  • BONUS FEATURE – Babak Forutanpour (Case Study – Qualcomm Flux)
  • Chapter 17 – Project and Portfolio Management Are About Change
  • BONUS FEATURE – Dion Hinchcliffe (Guest Expert – Digital Transformation Best Practices)
  • Chapter 18 – The Future of Change
  • BONUS FEATURE – Rohit Talwar (Guest Expert – The Future of Business)
  • BONUS FEATURE – Ayelet Baron (Guest Expert – Change is Abundant in the 21st Century)
  • About the Author

Accelerate your change and transformation success

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Digital Transformation Matters

Digital Transformation Matters

The pace of change is accelerating.

Much has changed since we all started to dial in with our modems and connect to online services like America Online or Compuserve and eventually directly onto the Internet and the World Wide Web. Elements of our digital world continue to invade our language and our consciousness.

  • “Text me later.”
  • “Skype me tomorrow.”
  • “Google it.”
  • “#hashtag”
  • “rtofl”

Whether we like it or not the physical world and the digital world, and people are more likely to freak out about leaving their mobile phone at home than their wallet. Soon you won’t even need to carry a wallet (unless you want to). Canada stopped making pennies. In Sweden many businesses no longer take cash. Have you tried buying a drink on an airplane lately? (no cash accepted there either)

We now live in a digital age.

Not because technology is new, but because the way we react to technology and interact with it is different.

We’ve had technology for a while, but we used it primarily for performing calculations, and then for information storage and retrieval. But now, because the computer has moved from being a machine in a lab programmed with punch cards, to something nearly every one of us carries in our pocket or wears on our wrist, we’re beginning to form relationships with machines and more importantly, to use our machines to form, maintain, and even deepen, our human relationships.

So what does this mean for you as a business person?

It means that people like me have to drag you kicking and screaming away from the way you’ve always done business, away from the way you’ve always structured your enterprise, away from the ways you’ve facilitated communication among employees and between you and your customers, partners, and suppliers and towards a fundamentally different way of organizing and operating your business.

Are you ready to do business in a digital way for the digital age?

No?

Well, your market is large and attractive to me and my digital native friends. While you struggle under the weight of your legacy systems and the denial that you must change how you think, change how you interact with customers, change how your business works inside, maybe we will re-imagine your business and your entire industry from the ground up with a collection of digital strategies that utilize the power of the digital mindset to more efficiently and effectively utilize people, process and technology with some venture capital backing to challenge the incumbents and put them out of business. People are fascinated with startups like Uber and with good reason, but they should also be looking at what established technology companies like Amazon are doing because you’re either have to think like a technology company or go out of business.

In my next article on digital transformation we will circle back to discuss Uber in a bit more detail as we explore the difference between a digital strategy and a digital transformation. Because they are not the same and are vastly different in what they require to be successful. The one thing they both have in common is that they will inflict change (in varying amounts) upon the organization, and with a more visual, collaborative approach to planning that change – like that enabled by the Change Planning Toolkit™ that I introduce in my new book Charting Change – you will increase your odds of beating the 70% change failure rate and successfully achieving your digital change goals.

Stay tuned!

This article originally appeared on Linkedin

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Standardizing Change

In The Five Keys to Successful Change I highlight five key areas for organizations to focus on if they are serious about building a strong, sustainable capability in organizational change, including:

  1. Change Planning
  2. Change Leadership
  3. Change Management
  4. Change Maintenance
  5. Change Portfolio Management

Five Keys to Successful Change 550

As you can see Change Management is but one of five keys to sustainable change success, but it is one of the most important. It is also the only one of the five that has its own professional association and working to establish itself as a recognized profession, complete with its own certification.

To get to a place where you can have a certification, you must have a collection of shared knowledge. In project management, they have the Project Management Body of Knowledge (PMBOK) maintained by the Project Management Institute (PMI) in support of the certification of Project Management Professionals (PMP). For change management professionals, this is The Association of Change Management Professionals (ACMP) Standard for Change Management, also referred to as ACMP’s Standard.

ACMP Standard Components

The main components of the standard according to the ACMP brochure include:

1. Evaluating Change Impact and Organizational Readiness

  • Reviews the overall change and how it will impact the organization
  • Establishes whether the organization is ready and able to handle the proposed change

2. Formulating Change Management Strategy

  • Develops the approach for moving an organization from current state to desired future state in order to achieve specific organizational outcomes

3. Developing Change Management Plans

  • Documents the scope, actions, timelines and resources needed to deliver the change

4. Executing Change Management Plans

  • Addresses the implementation processes for performing the change activities by monitoring, measuring, and controlling delivery against baseline plans

5. Closing the Change Management Effort

  • Documents the actions and resources needed to close the change once the Change Management Strategy is achieved and activities are deemed sustainable and maintainable

But managing change is extremely complicated and there is much more involved in doing it well than can be achieved just looking at these five high level phases, so there is a lot more detail contained in ACMP’s Standard, highlighted for you below:

5.1 Evaluate Change Impact and Organizational Readiness

— 5.1.1 Define the Change
— 5.1.2 Determine Why the Change is Required
— 5.1.3 Develop a Clear Vision of the Future State
— 5.1.4 Identify Goals, Objectives, and Success Criteria
— 5.1.5 Identify Sponsors Accountable for the Change
— 5.1.6 Identify Stakeholders Affected by the Change
— 5.1.7 Assess the Change Impact
— 5.1.8 Assess Alignment of the Change with Organizational Strategic Objectives and Performance Measurement
— 5.1.9 Assess External Factors that may Affect Organizational Change
— 5.1.10 Assess Organization Culture(s) Related to the Change
— 5.1.11 Assess Organizational Capacity for Change
— 5.1.12 Assess Organizational Readiness for Change
— 5.1.13 Assess Communication Needs, Communication Channels, and Ability to Deliver Key Messages
— 5.1.14 Assess Learning Capabilities
— 5.1.15 Conduct Change Risks Assessment

5.2 Formulate the Change Management Strategy

— 5.2.1 Develop the Communication Strategy
— 5.2.2 Develop the Sponsorship Strategy
— 5.2.3 Stakeholder Engagement Strategy
— 5.2.4 Develop the Change Impact and Readiness Strategy
— 5.2.5 Develop the Learning and Development Strategy
— 5.2.6 Develop the Measurement and Benefit Realization Strategy
— 5.2.7 Develop the Sustainability Strategy

5.3 Develop the Change Management Plan

— 5.3.1 Develop a Comprehensive Change Management Plan
— 5.3.2 Integrate Change Management and Project Management Plans
— 5.3.3 Review and Approve the Change Plan in Collaboration with Project Leadership
— 5.3.4 Develop Feedback Mechanisms to Monitor Performance to Plan

5.4 Execute the Change Management Plan

— 5.4.1 Execute, Manage, and Monitor Implementation of the Change Management Plan
— 5.4.2 Modify the Change Management Plan as Required

5.5 Complete the Change Management Effort

— 5.5.1 Evaluate the Outcome Against the Objectives
— 5.5.2 Design and Conduct Lessons Learned Evaluation and Provide Results to Establish Internal Best Practices
— 5.5.3 Gain Approval for Completion, Transfer of Ownership, and Release of Resources

Obviously there is a lot more value in looking at this more complete view of the content of ACMP’s Standard than in looking at the five components of the standard. A number of different people provided input into ACMP’s Standard and so there is a lot of good information in it, and I’d encourage you to download it and check it out. For my part, I’ve been all the way through it as part of the research for my new book Charting Change, in part because I wanted to ensure that my new book and the accompanying Human-Centered Change™ methodology are consistent with ACMP’s Standard so that practicing change management professionals can pick up my Change Planning Toolkit™ and begin using it right away to simplify their change planning process and increase their rate of successful change adoption.

ACMP Standard Visualization

Click to access this ACMP Standard for Change Management visualization as a FREE scalable 11″x17″ PDF download

Click to access this ACMP Standard for Change Management visualization as a FREE scalable 35″x56″ PDF poster size download

But the ACMP’s Standard for Change Management, because of its breadth, can be difficult for people to digest and easily access quickly and so to help with that challenge I have created a visualization of the standard (pictured above) as a scalable 11”x17” free download for people to download and share with others or post on their cubicle or office wall for easy reference, with a free 35”x56” poster size version available now too! The visualization will help you see at a glance how the main components and all of their sub-components inter-relate and come together to create a comprehensive approach to change management. I hope you download and enjoy the ACMP Standard for Change Management visualization, share it freely with your friends and colleagues, and get added value from the other free downloads from the Change Planning Toolkit™!

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