Enterprise Agile Change Management

Organizations that have embraced traditional best practices for Change Management, we embrace the ADKAR framework, are familiar with concepts like “start at the top,” “create ownership,” “communicate the message,” etc. Those same companies execute job impact and change readiness assessments, communication plans, and change risk analysis. But is that enough? What if companies executed Enterprise Change Management agilely, achieving the same benefits Agile offers to software development (e.g., transparency, predictable delivery, improved quality, risk management, etc.)?

Risk vs. Uncertainty

Before we can answer this question, we must first accept that uncertainty exists in all change initiatives, whether the change is driven by IT or non-IT programs. With that in mind, it is important to recognize the difference between risk and uncertainty.

With risk, we may not know for sure that something will happen, but we do have an idea of its probability of occurring. With uncertainty, we have no quantitative basis to predict the likelihood of a future event occurring, or even what is the potential obstacle. Traditional change management techniques are not designed to guarantee outcomes that are inherently uncertain.

To ensure the success of our change initiatives, we must navigate through significant uncertainty. Agile methods allow us to manage uncertainty as we might manage risk, helping us accept and manage through uncertainty. The fundamental mental shift is accepting that we will learn or discover new things that necessitate an adjustment to our original plan. We accept the new situation and embrace that we must adjust when we make those discoveries.  Since we can never know enough to plot a fool-proof course, we must learn as we go and make course corrections along the way. This is Agile at its core!  You can implement the core Agile concept of multi-level planning to accomplish change management agilely:

Agile change management

How an Agile Change Management Plan Address the Three Primary Types of Uncertainty

There are three primary types of uncertainty, that if addressed agilely, can ensure an effective adoption of a change initiative even at the enterprise level. Consider below how multi-level planning addresses the three primary types of uncertainty:

From the very beginning, stakeholders not only participate in but share the change initiative.  The sponsor candidly admits what they don’t know and invites others to fill in the blanks.  By changing course in response to concerns, the sponsor demonstrates that they not only are in touch with reality but responsive to concerns and emergent problems.  Motivations may be obscure, but behavior is easy enough to ascertain if you take the time to observe.  This incremental collaboration will instill confidence that the initiative is on the right track.

Agile change management never positions the change sponsor as knowing more than they could possibly know.  Since management really doesn’t know everything up front, the fact that things are going off track will often be obvious to the staff before it is to management.  Agile change management does not provide a crystal ball, but it does provide ways to keep track of the emergent state of the evolving change initiative and to broadly share it.  Perhaps most importantly, it expects the plan will need to adapt rapidly and frequently over the course of the initiative.

Since agility expects change and the need to adapt to this change, it provides tools to stay tuned to developing conditions minute by minute.  If for whatever reasons (i.e., unanticipated consequences), negative patterns start to emerge, they can be addressed in a timely manner and before they get out of hand.

Enterprise Change Management inherently carries with it uncertainty. Often the response to such uncertainty is resistance. However, Agile Change Management provides a way to manage through the uncertainty. You might be surprised to learn that when offered the opportunity to change in an agile way, people don’t resist significantly less because they can influence the change and thus have ownership. So go out there and be agile with your Change Management!

Kenway’s Approach to Agile

Here at Kenway, our expertise is coupled with our passion to guide organizations through the process of adopting Agile methodologies and principles.  Regardless of where you are in your agile change management plan within your enterprise, Kenway experts are here to guide you throughout the entire process.  If you’re ready to take the next step in your Agile journey, connect with one of our consultants to learn more.

FAQs:

How is change management handled in Agile?

What are the benefits of agile change management?

Does Agile have a change control board?

What is the difference between change management in a waterfall and an Agile scrum?

How to Avoid Common Pitfalls When Implementing Salesforce Health Cloud

As the healthcare industry adopts many retail-based marketing strategies like email marketing and self-service patient portals, many organizations are implementing Salesforce Health Cloud. Salesforce Health Cloud was created to help healthcare organizations modernize their workflows and data to optimize the patient experience and provide best-in-class care.

It can improve communication between the organization and the patient, make it easier for healthcare teams to collaborate, and automate common tasks. To realize those benefits, it’s essential to implement Salesforce Health Cloud correctly. Here’s what you need to know to avoid common problems with Salesforce Health Cloud implementation. 

Common Health Cloud Implementation Challenges

1. Trying to Replicate Your Old System in Health Cloud

Implementing a platform like Salesforce offers you an opportunity to revamp your approach to technology and the patient experience. However, many companies expect Salesforce to simply replicate their previous solution. This is a missed opportunity to address practices and workaround processes that are no longer working. 

While there may be aspects of your previous system that you like, adopting Salesforce Health Cloud should be more than simply swapping one technology for another. Consider the issues that led you to implement Salesforce in the first place, and how Salesforce’s unique capabilities can help you address them. 

2. Failing to Define a Future State for Health Cloud

Implementing Salesforce allows you to capture more data and use it more widely throughout the organization. To ensure that you’re leveraging that data correctly, it’s important to think beyond your initial use cases and consider your long-term vision.

For example, your initial use case may be to use Health Cloud for patient engagement, but you may want to expand to use it for physician outreach and management in the future. That means you’ll need to add more users, features, and integrations. To accommodate those future objectives, it’s essential that your Health Cloud solution is able to meet your current needs and offer room for expansion. 

3. Lack of Change Management

A lack of change management is often the reason why technology projects fail. Implementing Salesforce Health Cloud without a change management plan can lead to low adoption, confusion among key stakeholders and users, increased risk, and delays. Change Management formalizes the process of onboarding and adopting a new tool by forcing you to consider how you will get from your current state to the future state you desire. 

 4. Not Planning for Post-Deployment

Implementing Salesforce isn’t a one-and-done project. On an ongoing basis, you’ll need to update it, clean it, and adapt to new use cases. That means you’ll need to dedicate resources to maintaining your Salesforce Health Cloud instance. Without planning for these post-deployment resources, you risk putting yourself in a reactive position, where you’re constantly putting out fires due to user complaints or broken workflows. A good Salesforce implementation partner will set you up for success so you can manage business-as-usual work on your own without putting a strain on company resources.

5. Over-customization

Salesforce is infinitely customizable, so you can tailor the platform to the unique needs of your organization. Because of that flexibility, it’s tempting to customize everything you can. However, over-customization can make your Salesforce org unnecessarily complex. That complexity can create problems during implementation and down the road:

Ideally, you want to leverage as many out-of-the-box Health Cloud features as possible and only use custom code when necessary. When Salesforce pushes out updates throughout the year, custom codes may break, but out-of-the-box configurations will be automatically updated.

Keys to a Successful Salesforce Health Cloud Implementation

To avoid these pitfalls and implement Salesforce Health Cloud successfully, start with careful planning. Before rolling it out, work with your stakeholders to establish the foundational elements needed for success.

Executive Sponsorship

A supportive leadership team can help ensure that you have the proper resources for implementation. They also help drive user buy-in by making the Salesforce project an organizational priority. 

Effective Change Management

Achieving high levels of adoption relies on gaining user trust by letting them know what to expect from the Salesforce Health Cloud implementation project. That’s why it’s important to have a change management plan that includes the following elements:

Your implementation partner can help with this by setting up an effective drip campaign to get users excited about the upcoming release. 

Defect Resolution

Even with the most careful approach to deployment, bugs are unavoidable. You need a plan for how you’ll address defects, including which issues are considered to be a high priority, and who is responsible for resolving them. 

Creating a set intake process offers several advantages:

Avoid Common Salesforce Challenges with an Expert Partner 

Implementing Salesforce Health Cloud can change the way you collaborate internally and communicate externally. An expert partner can guide you through the potential use cases for Salesforce and ensure that you follow best practices during implementation and beyond. 

At Kenway, we understand how leading healthcare organizations can leverage Salesforce best practices to improve the patient experience. We take a holistic approach to implementation by considering your current capabilities and needs, as well your tech stack as a whole. We assess your current state and help to define what your future state could be. From there, we connect Salesforce Health Cloud to the data sources needed to accomplish your goals.

Because we have years of experience using Salesforce and a broad range of healthcare technologies, we can help you determine how Health Cloud can best fit in your technology ecosystem and work for your business. If you’re ready to enhance the patient experience with Salesforce Health Cloud, schedule a consultation with us today.  


Salesforce Health Cloud FAQs

How do I prepare for Salesforce Health Cloud implementation?

To prepare for a successful Health Cloud, work with key stakeholders to understand how you will use the platform in the short- and the long-term. Develop a change management plan that outlines the steps you will take during the implementation process, along with the parties responsible for each task. You also should incorporate a communications plan  

What are three critical success factors for new Health Cloud implementation in Salesforce?

Key success factors for implementing Salesforce Health Cloud are:

    1. Executive sponsorship — Leadership buy-in is essential to gathering the right resources and ensuring users throughout the company take the project seriously. 
    2. Training and communication — Preparing users with clear, upfront communication, as well as training, helps build trust in the new platform and encourages high adoption. 
    3. Change management — Having a clear plan for how you plan to move from your current state to your future state will enable you to reduce risk and ensure your project meets its intended goals. 

Is Salesforce easy to implement?

The level of difficulty of any Salesforce implementation depends on your current capabilities and intended use cases. However, working with an external partner can help reduce the complexity of the implementation process and ease some of the burdens on your internal teams.

 

Tips and Tricks for Successful Change Management

2020 has brought with it an onslaught of change. Between January and now, the standard day-to-day has been turned upside down. But as uncomfortable and challenging as change can be, it is an inevitable and important piece of any organization.  

This year has also been a key reminder of how critical it is for organizations to understand how to quickly adapt to changeThe switch to remote work, for example, happened almost overnight. If companies failed to swiftly respond and provide employees with the resources they needed to succeed at home, they risked stalling operations or placing individuals in an unsafe work environment. Similarly, the economic downturn has caused many organizations to make drastic changes, including layoffs, reduced executive pay, or benefit reductions to keep their doors open.  

But despite all the upheaval, this year has also been a good reminder of how wonderful change can be for innovation and growth. On the positive side of the new remote work environment, the change has caused some organizations to rethink office life for good. The ability to continue business completely online may allow for more flexible work arrangements in the future, a decreased need for office space, and the ability to hire talent from different areas of the world.  

Change, though critical, is never easy. The most important part of any change initiative is to focus on the people; employee adoption is critical for long-term success. A good change management strategy is tailored to the unique needs and culture of a specific organization – it is not a one size fits all approach.  

Following are a few tips and tricks that can help you and your organization prepare for any change the world throws your way.  

1. Start with the “Why”  

Effective change management is all about gaining employee buy in and motivating an organization to move from Point A to Point B. When kicking off a change initiative, lead with a compelling Why. Ask yourself, “Why are we changing and why are we changing now?  

Often times, organizations are great at explaining what the change will entail and how to go about making the change, but fail to explain why a change is taking place. In the context of remote work, for example, the What is simple – employees will be working from home offices. However, the Why – working from home will keep employees safe and healthy – elicits an emotional response that is much easier to buy into. The concept of safety creates a strong purpose that helps motivate employees to quickly and effectively make the change to remote work. 

In Simon Sinek’s popular TED Talk, "How Great Leaders Inspire Action,” he explains that the Why helps create a response that connects people to the purpose of an organization or initiative. If everyone in an organization has a clear understanding of the purpose of the change, it is easier to inspire action. 

 2. Communicate Early and Often 

In order to create meaningful and lasting change, it is critical that employees are never left in the dark. In any organizational change, clear and consistent communication ensures that employees understand what the change will entail, how to prepare for the change, and when the change will take place. Infrequent or incomplete communication can lead to a lack of clarity, feelings of distrust, and an opportunity for information to be misinterpreted or speculation to occur. 

In an ideal world, communication would begin with enough advance notice before the kickoff to provide employees adequate time to prepare for the initiative. However, in some cases, advance communication is not an available luxury. In scenarios that require a quick response time, communicate as early as you possibly can, even if it entails letting employees know more information will be coming shortly. 

Additionally, a good communication plan disperses messaging through multiple channels (i.e., email, meetings, through managers, etc.). This ensures that the message has been heard by all employees and is reinforced through frequent reminders. If the change is top of mind for employees, you increase the likelihood that people will avoid old habits. 

Lastly, while it is important to communicate with high frequency, understand when enough is enough. Change can be confusing and overwhelming, and not every minute detail needs to be shared. Take time to understand what information will dilute the key message and then leave it out – overcommunicating can be a downfall in change management. 

 3. Set Expectations – Change is Hard!  

When introducing a new change initiative, it is important to be honest about what the process will entail. Set the stage for what employees should now expect on a day-to-day basis. If the change will be difficult, its okay to communicate that the process will be long. Highlight the resources, procedures and training collateral that can be leveraged to make the change attainable. Spend time focusing on the benefits of the change once it is successfully completed.  

In order for an initiative to work, it is important to set expectations and provide the path for success. Change is more likely to succeed if you can create a mentality that, no matter what, We’re all in it together.  

 4. Acknowledge Employee Efforts 

Even a small-scale change requires effort from employees to alter a behavior or process. This is often an added burden on their day-to-day work and can be extremely taxing. It is critical to acknowledge the effort that employees are making – employees who feel valued for their efforts are more likely to be motivated to keep trying.   

If an employee is succeeding, let them know. Thank them for their efforts and encourage them to keep going. This will help reinforce positive behavior and let the employee know they are on the right track. If an individual is failing to adopt the change, spend time to understand why before disciplining them. It is very likely there is an element of the change they do not understand or one with which they need more support. Paying close attention to all employee efforts – good or bad – can help drive forward the right behaviors and improve adoption.  

Need help implementing large-scale change? Kenway has the tools and expertise to help you and your organization achieve your goals and drive employee adoption. Let’s chat! Reach out to us at [email protected].   

 

Change Management in a Business as NEW Usual World

During these times of uncertainty, companies are finding themselves going through an abundance of change. Businesses are facing disruptions to their supply chains, consumer demand is shifting or being reduced, and workforces are adapting to remote work. These challenges can easily pause Business as Usual (BAU). But do they have to?

At Kenway, we believe a comprehensive Change Management plan and approach to any of these disruptions can help businesses continue their operations through Business as NEW Usual. Let’s analyze how organizations can confront these disruptions to the workforce, and successfully continue in a Business as NEW Usual mode.

Workforce Change

In a normal environment, companies take months to plan large-scale change initiatives – they analyze the impacts to their teams, they survey, they define the best approach, etc. With COVID-19, all of this has flipped on its head. Companies don’t have the time they are used to; they have had to move whether they were ready for it or not. The rapidly changing pandemic has forced them to fully integrate a digitized workforce, and so they needed to define their Business as New Usual world fast.

This change is a complicated one for many businesses because remote working requires certain technologies, including virtual communication, collaboration and instant messaging tools. Processes must be considered and amended to capture this change in environment. Most importantly, people must be considered as well. This switch to remote working will not be the same for everyone. Some may find it productive while others may struggle with web conferencing or managing distractions from their kids throughout the day.

At Kenway, we approach Change Management by integrating people, process and technology to ensure that large-scale transformations deliver value by placing end-user adoption at the forefront.

People

Remote working has the largest impact on people. Employees are now required to navigate their jobs from the comfort (or distractions) of their own home. It’s important to understand that this experience will not be the same for everyone. The following factors are essential considerations to effectively implement this change:

Process

An important consideration regarding the shift to remote working is the impact to business processes. It’s likely that BAU processes need to be amended or revamped to reduce employee confusion and ensure the organization is ready for Business as NEW Usual. A key consideration when amending business processes is the likelihood that remote working will exist in some fashion in the future. Taking this into account as these processes are being redefined will avoid continuous updates moving forward.

Onboarding new employees is a process that is best served in person. COVID-19 has forced many companies to conduct this process remotely. When shifting to remote onboarding, we recommend a few critical updates to process:

  1. Provide a checklist of essential remote work equipment (e.g. computer, office supplies, computer monitor, etc.) and clearly communicate which items are covered by the employer.
  2. Schedule tutorials and trainings on the firm’s communication and collaboration tools (e.g. Teams, Zoom, etc.) early in the onboarding cycle.
  3. Plan virtual Zoom lunches, happy hours, or casual meetings with other colleagues to ensure the new employee feels welcome and part of the team.

Technology

Video conferencing is the new norm for meetings, and will likely continue to be for the near and distant future. This large-scale change can be challenging, especially given the lack of time to properly plan ahead. To ensure adoption, it’s important to prepare for resistance and ensure impacted parties clearly understand the vision and benefits of the change.

Resistance can take on many forms: fear of the unknown, unclear benefits, impact to current job and responsibilities, etc. In order to manage resistance, it’s important to proactively prepare and assess likely areas and resources that might oppose change, apply the drivers for change to weaken or eliminate the resistance, and routinely request feedback to ensure issues and concerns are addressed. As it relates to a new technology, creating open lines of communication are critical to receiving honest feedback about the tool, and ultimately ensuring the tool is effectively solving the business problem. Employees should feel comfortable expressing their opinions or ideas about the tool through these open channels, especially if the tool isn’t working, because new technology is only as effective as the people using it.

Effectively managing resistance allows companies to focus on adoption. One critical component to ensuring adoption of a new technology is to clearly articulate the benefits of the change to the end user (i.e., answer the question, “What’s in it for me?”). A benefit of a video conferencing tool allows for virtual collaboration and discussions with fellow employees without the need for an office or conference room. In the world of remote working, this type of tool is extremely valuable and necessary for employees to continue effectively communicating with each other. Reinforcing these benefits through various mediums of communication will help feed user adoption.

How Kenway Can Help

Is your organization going through disruptions to BAU or struggling to implement a large-scale change across the business? If so, Kenway can help you with a transformational Change Management approach that drives employee adoption. Reach out to us at [email protected] and let us know how we can help.

 

Embracing Change. Won’t You Join Me?

Change can be uncomfortable, even under the best circumstances. But when your entire worldview is challenged practically overnight, it’s particularly difficult.

Over the past several months, people around the globe – Kenway Consulting included – have experienced monumental change with no time to prepare. Or did we?

Kenway, along with countless other businesses, was forced to respond to the changes brought on by the global pandemic extremely quickly, which often leads to a very reactive response. However, by leveraging our experience providing change management services to our clients, we were able to ease our employees into a new work model in a more proactive manner. Although this circumstance was unlike a typical change management engagement where we might help with a systems implementation or mergers and acquisitions, we were still able to leverage our methodology to plan and execute a change plan as we would in any situation.

From a purely “business as usual perspective,” existing remote working practices were put into overdrive. As consultants, we are not always co-located with our clients, so working virtually in an efficient and productive manner had already been proven. We did, however, quickly ramp up our staff on the additional tools and technologies introduced to enable and support our virtual model on a much larger scale.

Where Kenway excelled in this unprecedented time was from a culture perspective. Employees were abruptly forced into an unfamiliar social construct. We were cut off from each other, cut off from our clients, and many were even cut off from family members.

Kenway quickly mobilized a task force and leveraged existing communication channels to create a comprehensive communication plan. Messaging from leadership was swift and intentional, anticipating the anxiety and fears that employees were experiencing and providing them with timely information and updates. These all-company communications were supplemented with 1:1 touchpoints between employees and their internal career counselors to ensure messages were clear and questions were answered.

Additionally, our Employee Engagement team brainstormed ideas on how to keep the Kenway family connected through a variety of formats including virtual happy hours and lunches, a company trivia night, and by sharing useful tips and tricks spanning topics such as employee & family well-being, learning & development, productivity, networking and client engagement.

In keeping the individual in mind and applying Prosci’s ADKAR® Model (Awareness, Desire, Knowledge, Ability, Reinforcement), Kenway was able to better manage this unplanned change and guide employees along the journey. We helped each other adapt to the “now normal” by following these principles:

  1. Understand the unique needs of employees, anticipate their concerns, and communicate with regular cadence.
    Tip: If you plan to discontinue or switch gears on how you will be communicating in the future, communicate it!
  2. Provide adequate training to ensure employees know how to use new tools and technology.
    Tip: If a process is changing, ensure all stakeholders are aware!
  3. Ensure employees have access to the resources they need to help them embrace the change.
    Tip: Remember, change can be emotional. Don’t dismiss the very human reaction to change!
  4. Celebrate successes.
    Tip: Don’t overlook this important part of change, especially now. Even though you are not co-located, employees still need to know that they are valued for their contributions.

I don’t know what the future holds, or when we will get back to the life we used to know. But I do know that Kenway has the tools to adapt and lead us through whatever the change may be.

Does your organization need help executing internal change? Reach out to us at [email protected].

 

Lessons from Netflix on Change

“All great changes are preceded by chaos.” I can't think of a word that more accurately describes the state of my closet this past January than “chaos.” Little by little, a fabric monster had grown out of control until the suitcase from my holiday travels lay still packed on my floor without a single hanger or square inch of drawer space available.

That was my breaking point. I was finally ready to do something about it and, lucky for me, I had just discovered “Tidying Up with Marie Kondo” on Netflix.

For those who aren't familiar, Marie Kondo is the organization guru behind the international craze known as the KonMari Method. This new Netflix series that brought her home and closet organization method to the masses has resonated so well that thrift stores across the country are seeing a surge in donations

I dove head first into the KonMari Method. My ambitions even spread to my living room and kitchen. Over the next two weeks, I spent time every day moving piles and bags of clothes, and reorganizing cabinets and drawers until finally I was done decluttering my home. The outcome of this effort was life changing. Months later, my apartment is still organized and much easier to manage.

To Change or Not to Change

In life and in work, we are constantly assessing the relative risk between keeping things the way they are and changing.

To keep things the way they are often means to live with inconvenience and dysfunction. The nature of technology is one of planned obsolescence, meaning that whatever inconvenience with which you are dealing now compounds exponentially with each product launch and iteration of software updates.  In other words, change brings more inconvenience and dysfunction, but if done correctly, reduces or eliminates it over time.

One would think that embracing change would be the obvious choice, but it often isn't. Why? Because the decision to embark on a change means to temporarily live with increased inconvenience and dysfunction. I had chosen to live with a messy closet rather than take the time to organize it in the same way that I have seen clients hang on to floppy disks, mainframe systems written in COBOL, and an active email chain that started in 2014. (Yes, really.)

Large transformative change is a hard choice to make because it requires you to finally come face to face with the things you pushed to the back of your closet.

Find Your Marie Kondo

Once you decide that a transformative change is necessary, you must face some hairy logistical questions:

In my case, I had the capacity available to do the work, I just needed Marie Kondo’s guidance around the strategy and methodology of home organization.  Like me, you might find yourself in need of a guru to guide your company through a business problem or major change – enter Kenway.

At Kenway, we are dedicated to providing the right-size solution for each client’s enterprise transformation needs – whether that be strategic insight and planning to executing a corporate restructuring initiative, or ground-level change management expertise to transition from a legacy software system.

While we don't have a Netflix series just yet, we’d love to talk to you about the “Kenway Method.” To learn more, reach out to us at [email protected].

Finishing the Journey – How Change Management Helped Kenway Drive Organizational Transformation

A Kenway client in the energy industry needed help in an enterprise transformation initiative involving IT projects spanning various business units across the organization. Following various acquisitions, the organization’s business units were all operating independently; each group followed their own individual IT guidelines for budget, processes and templates. With the overall goal to improve all IT projects’ efficiency to support the business users, Kenway was tasked with helping to bring consistent processes and oversight by creating standard metrics and deliverables that would help achieve this goal.

Working in partnership with our clients, Kenway helped enforce the strategic direction created by the new organization to deliver efficiency and oversight to IT project processes. By standardizing the organization’s methodology surrounding project management, IT governance, project portfolio oversight and change management, Kenway was able to help lay the foundation for a repeatable IT delivery infrastructure that also allowed for insightful project evaluation.

A large portion of Kenway’s effort involved getting in-flight projects up to speed on the new, required processes and deliverables. At the heart of this was the goal of making sure project owners were versed in the new processes and informed of what was required of them. This took considerable planning, communication and touch points from both our clients and the Kenway team. We weren’t only asking project owners to simply fill in one extra line on a form, we were transforming the entire way they executed and completed projects. This required substantial change management, which depended on successful communication. This communication included:

Ultimately, the program was successful because our clients had a vision that added significant value to the organization; this vision aligned with the strategic business goals of the company and there was a plan put in place to execute this change. This vision was adopted successfully because a clear communications and engagement plan supported the strategy. While the business strategy behind organizational initiatives gets early buy-in from the business owners and sponsors, it’s important not to forget that change management is where you get stakeholders and direct users on board with the program as well. It’s through this hands-on, clear information sharing and support when transformation in organizations takes hold and flourishes.

 

There is No “I” in Change

Election season is in full force, and, as you would expect, one of the more prominent themes of this year’s campaigns is “Change.” Our candidates are going to reform healthcare, immigration policy, corporate tax laws, education, and so on and so forth. I don’t have an issue with our candidates running on a platform of change, as I believe that positive change should be embraced and even celebrated. However, the one thing that troubles me when I hear most of our candidates speak about “Change” is the frequency that our candidates use the word “I” when they speak about their plans for change.

In order for large scale “change” to be accepted and, in the best cases, embraced, change must be a “We” thing—it cannot be an “I” thing. This is not to say that everyone impacted needs to participate in the decision-making process, be an advocate for the change, or even agree with the change. In large scale initiatives, that is not feasible. However, each impacted individual must understand the reasoning behind the change, and they should have the opportunity to be involved in shaping how change is going to impact them, their organization, or their country.

For the purposes of this article, I am going to focus on Organizational Change, as I don’t have the time or battery life on my computer to continue down the path of discussing National Change. To increase the likelihood of your organizational change initiative resulting in complete cultural adoption, here some best practices:

Get Your Key Stakeholders Involved as Early as Possible

One of the biggest failures I see when working on enterprise or organizational change management initiatives is that there is often a strong sense of “I” in the early stages of defining and initiating the organizational change initiative. Individuals or small groups of leaders will decide what needs to happen, define the benefits, and convince decision makers that a change is needed. Often, key stakeholders or those impacted most by technology, process, or organizational changes are not engaged or even identified until after the planning has been completed and the execution begins.

The stakeholders who are most intimately involved and/or impacted by the proposed change are critical to the success of a change event. Leveraging their subject matter knowledge in developing the “Whys” and “Whats” of a change event will immediately ensure that your stakeholders are accountable. This goes a long way to ensuring the successful execution of the proposed change. By allowing stakeholders to ask and answer the questions “Why is this change taking place?” and “What’s in it for me?” stakeholders will feel ownership of the business benefits identified in the business case. They will be champions of the change within their organizations and will want to help their group adopt and embrace the pending change.

Plan How to Engage the Rest of the “We” in Driving Change

With your key stakeholders onboard and fully accountable for the success of the change event, the next critical task is planning how to communicate the change to all the other impacted parties.  As soon as an initiative moves out of the planning phase and into the execution phase, it is imperative to begin thinking about the rest of the “We.” That is, who else will be impacted by this project, when and how does it make sense for them to be informed about the change, and how should they directly affect the change?

By completing a Change Management Plan that includes an impact analysis and a communication plan, you will ensure that you understand the rest of the impacted areas and that the appropriate steps are being taken to involve them in critical project deliverables (e.g. Business Requirements and Business Process Redesign Documents). It is also important to plan the volume, schedule, and channels through which you will communicate with various types of impacted individuals. Most importantly, you should plan for the training of impacted areas, as appropriate.

If you would like to see an example of a Change Management Plan, e-mail us at [email protected] and we’ll send you a sample template!

See Your Change Through and Execute the Plan

Now that you have built your approach to the “We” and identified the means and frequency of communication, your change event should not be as daunting or as lonesome. By getting your colleagues and co-workers from all impacted areas vested in the project at a very early stage, you have positioned your project to create more informed and effective project deliverables (e.g. requirements, designs, business processes). Shared accountability for the success of the pending initiative should be felt throughout the organization, positioning your change event for success. The final phase in ensuring that you are enabling your organization to be successful is to stay focused on the end goals, see the change through to the end, and continually revise and execute your Change Management and Communication Plans. Depending on the size and complexity of your change initiative, dedicated program or project management help can prove to be invaluable in staying the course and identifying potential risks and mitigation strategies as early as possible.

As you are following the campaigns and their promises of change, or perhaps even planning a significant change at your current organization, understand the benefits of creating an environment conducive for change. Furthermore, recognize that the first step in creating an environment conducive for change is to create an environment of inclusion. In other words, make sure that change is a “We” thing and not an “I” thing.

If you would like to learn more about effective Change Management, or you are about to lead a change initiative, please contact us at [email protected]. We’d love to hear from you!

 

Transitioning Information into Knowledge

Transition, by definition, is a change from one state or condition to another.

At Kenway Consulting, we are regularly tasked with project transitions—managing the movement of information and resources from one project phase to the next. We recognize that project transitions may introduce significant risks to the project if they are not properly planned and managed. As consultants often times providing clients with project management services, we seek to mitigate these potential risks by actively managing the transitions and their various components.

One of our guiding principles at Kenway is to include in all engagements, a plan to transition knowledge to clients through training, tools and alternative resources. Having a well-structured Transition Plan has several measurable benefits for our clients as well as for Kenway personnel.

For our clients, the transition plan helps to ensure that we have documented and communicated all project deliverables. It allows the client to receive the full benefit of our services by giving them access to all of the information gathered and knowledge capital created during the project. Furthermore, it prepares them to utilize and support the final solution, after Kenway has rolled-off the engagement.

For Kenway Consultants, the transition plan enables us to verify the readiness of the clients’ organization to take on full ownership of the new service or project outcome. Our clients’ ability to take the ownership is a measure of our success and a demonstration of the value that we provide.

When creating a transition plan, the type of information included and questions addressed will vary between engagements. However, the key attributes of an effective transition plan answer four key questions:

Transition Plans are standard deliverables identified within the various project management methodologies and frameworks. For example, the ITIL® Service Management framework proposes a Knowledge Management process using a continuum of Data, Information, Knowledge and Wisdom. Data is composed of distinct elements that can be cataloged. It is relatively straightforward to capture and communicate. Information, on the other hand, requires the use of data in a structured or contextual way. Knowledge is comprised of the processes, tools, and experiences that make the information valuable. Knowledge is developed over time and is based on analysis and expertise. Finally, Wisdom can be described as the ultimate application of Knowledge. ¹

Einstein said it simply, “Information is not Knowledge,”² and, well, of course we agree. At Kenway Consulting, we strive to ensure that we are developing and implementing value added solutions, and enabling our clients to transform information into knowledge.

Does your organization suffer when consultants leave and turn things over to the steady state? Consider using Kenway on your next initiative and benefit from the fact that we view our biggest success to be your success, especially after we are gone. For more knowledge about Kenway’s approach to project transitions, contact us at: [email protected].

Subject to Change

There is only one thing that is certain in life – and that is change.  It is all around me, personally, professionally, and it even presents itself when I least expect it.  Professionally, as a consultant, I find myself helping my clients through change on a daily, if not hourly, basis.  I find that change is one of the biggest challenges with which my clients deal on a consistent basis. Change in the form of deciding to bring in consultants, change in the form of a new strategy or direction, change in the form of starting, stopping or completing a project, and change in people, processes and technology.  As I sit back and reflect on how we as a consulting company get our clients interested or comfortable with the prospect of change, I often times personalize these challenges by comparing them to events in my personal life.

Over the past 5 years, my career has gone through a major transformation.  I went from the advertising industry, which I knew well, to the consulting world, where I was a bit of a novice in comparison to my peers.  Not only did I find myself in a new work environment, but I also had new lingo to learn.  Suddenly, the familiar phrase “I’m really busy” was replaced with “I have no bandwidth.”  (“Who says that”, I thought?  Everyone, it turns out).  That is just a minor example, but because of my career change I was now able to relate to clients and the thought processes they go through with regards to change.  In fact, when I stopped to think about it, as a consultant, I was doing a lot of the same activities as I did in advertising.  We just did not attach “Software Development Life Cycle” terms to them or use words such as “project plan”.   Once I started creating a framework and comparing my former advertising tasks to my new consulting tasks, my new career started to take shape.

Whether I am dealing with a client or embarking on a new frontier of my own, here are a few steps I take to help facilitate change:

Communication – Start your communication early and communicate often.  Clients, your spouse and your kids will be more open-minded about change once they are prepared and understand when and from where it is coming.  This gives them time to plan and understand the impacts and what they may need to do in order to prepare for that change.

Documentation – Documentation is critical when presenting changes to impacted parties.  Documentation comes in many forms such as user guides, glossaries, job descriptions and mapping documents.  It can be formal, on chalk boards, on the refrigerator or on a Post-it note.  Either way, start working with those being impacted early to understand their processes and how they work.  This will allow you to understand which type of documentation will be the most useful to them.

Presenting the Value – One of the biggest hurdles with change is that people often view it as additional work or a hardship.  It goes a long way to explain the value of what you are doing and how it helps the company, peers and themselves.  For example, changing the process, documentation and rigor in which you capture requirements may be more consuming up front but will ultimately decrease the number of defects and time spent on quality assurance.  Regardless of the change, painting a picture of the positive future state is critical.

Training – Documentation and communication are often not enough.  Hands-on training is often needed and should be given through the proper mediums.  Again, understanding your audience and their processes will help you determine the best training plan; whether it is classroom, virtual or self-based.

Support – Make sure you leave time for support once the change is rolled out.  Ensure those impacted by change know where to go with questions or issues they encounter and a process is in place to adjust to any additional changes that are needed.

Kenway has found that if approached in the right way, change can be invigorating and exciting rather then dreaded.  Fortunately for myself, I joined a company who is well-versed in helping their clients adapt to change.  This allowed me to come up to speed quickly in my career and in turn, allows me to help my new clients deal with change in their daily lives as well.