M3 Playbook > Phase 1: Readiness > 1.7 Define Change Management Approach
1.6 Define Target Performance Metrics
1.8 Define Stakeholders and Develop Communications Plan
1.7 : Define Change Management Approach
Workforce, Organization, and Stakeholders
Objective
Assess the organization’s readiness for change to inform the change management approach and strategies. Determine the as-is workforce of the customer organization to understand how the migration will impact the organization.
View Lessons LearnedRecommended Best Practices
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Customer
Assess workforce, identifying as-is organization structure, skills, capabilities, and workload
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Customer
Validate As-is Workforce and Workload Documentation with customer organization managers
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Customer
Conduct an initial Change Readiness Assessment
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Customer
Based on initial assessment of change readiness, identify relevant strategy to guide agency to target end-state
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Customer
Report updates in leadership meetings and Reports/Dashboards; inform stakeholders
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Customer
Update the Project Business Case
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Customer
Populate the Investment Readiness Checklist
1.7 Lessons Learned
- Verify organizational structures with records maintained by first-level managers and the customer Human Capital office
- Regularly conduct Change Readiness Assessments to gauge stakeholder engagement and response, expecting readiness scores to improve as leadership effectively guides the change process
- Apply established change management methodologies tailored to organizational needs (e.g., Prosci, Prosci’s ADKAR Change Model, Kotter, Lewin’s Change Model)
- Drive organizational change from resistance to acceptance, guided by the Change Curve.
- Top level leadership commitment and active support for the effort drives the most impact when implementing any change
Stakeholders
Recommended stakeholders, inputs, & outputs may vary by implementation; however, agencies that contributed to this Playbook reported these factors as increasing the likelihood of success.Customer
- Business Owner
- PMO Team
- Change Management Lead
- Workforce Lead
Inputs
- Vision Statement
- Project Business Case
- Current Organization Structure
- Position Descriptions
Outputs
- As-Is Workforce Documentation
- Current Organization Structure
- Initial Change Readiness Assessment
- Change Management Plan
- Workforce Assessment
- Status Reports/Dashboards
