1.7 Define Change Management Approach
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 Best PracticesTask Activities
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Customer
Conduct a Workforce Assessment by documenting 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 Change Readiness Assessment, identify initial key Change Management initiatives, strategies, and approaches to guide the as-is organization through the change
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Customer
Report updates in governance meetings, Status Reports/Dashboards, and to QSMOs
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Customer
Update the Project Business Case
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Customer
Populate the Investment Readiness Checklist
1.7 Best Practices
- Confirm the accuracy of the organization structures based on the records maintained by first level managers and the customer Human Capital office
- A Change Readiness Assessment involves the periodic assessment of how stakeholders are responding or engaging with the change. Note this is not a one-time assessment. If an organization’s leadership and management are driving the change in a modeled way, then they should see changes in readiness scores as the change process approaches
- Industry standards and change management best practices provide multiple change models that can be harnessed based on preference or organizational needs (e.g., Prosci, Prosci’s ADKAR Change Model, Kotter, Lewin’s Change Model)
- Change management’s end goal is shifting the organization from a state of resistance to acceptance. Utilize the Change Curve to better understand the stages of individual transition and organizational change. Top level leadership commitment and active support for the change effort drives the most impact when implementing any change
Stakeholders
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