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Adoption & Organizational Change Management

Supporting individual changes to achieve organizational success.

Organizational Change Management - The human side of digital transformation.

The creation of a good Organizational Change Management (OCM) plan starts at the beginning of any project because the fundamental technical configuration of the solution can impact end users, and end user requirements can drive those base configurations.

Long View uses the PROSCI OCM principles and ADKAR Model for the Adoption framework, which drives powerful results by supporting individual changes to achieve organizational success. We also leverage the Microsoft Adoption and Change Management information to guide our Long View Adoption framework.

OCM - the human side of the transformation - focuses on the activities required to prepare your organization for the delivered change. It facilitates the transition from the old way of working to the future state and embeds the change as the new norm.

At a Glance:

  • The application of a structured process and set of tools for leading the people side of change to achieve a desired outcome.
  • A leadership competency for enabling change within an organization.
  • A strategic capability designed to increase change capacity and responsiveness.

Cash Flow – Expected vs. Poorly Managed Change

OCM Cashflow
Prosci® ROI of Organizational Change Management Model
This process includes the following steps:
  1. Demonstrate technology and explain the realm of the possible to key stakeholders: Helps baseline conversations and analysis and can help identify new opportunities for success.
  2. Determine priorities for the project and technical solution, and how they support organizational goals and objectives.
    • Wants: Strategic, tactical, and technical.
    • Dependencies: Both tactical and technical, such as other initiatives that may impact end users.
  3. Gather user requirements from key stakeholders using methods like personas workshops. Engage all major populations within the organization by role and functional area and Create personas to use as guides for communication and training. Identify key use cases to use as early success stories within the communications and training.
  4. Design a governance plan to support priorities based on user requirements: User governance including rules, standards, best practices for usage of all features and information types. Technical governance including configuration to enable the user governance, and limitations impacting user governance and ongoing governance framework to address new and changing features in the solution ecosystem.
  5. Develop training and communications plans to support implementation and adoption.
  6. Deploy the adoption plan to coordinate the execution of the technical, communication and training activities.
OCM Methodology

For OCM, Long View uses a phased PROSCI methodology to design a process to align change management with business results, which includes:

Preparing for Change:
  • Determine the impact on end users;
  • Determine key resistance factors; and,
  • Determine Governance for the technology.
Managing Change:
  • Coordinate creation and implementation of the Training and Communication Plans:
  • Create specific messaging and deliver through planned methods;
  • Create training content; and,
  • Deliver communications messages and training as per the Adoption plan that coordinates their delivery with the timing of the technical implementation.
Reinforcing Change:
  • Training and communication do not end after the initial roll-out;
  • Build in a framework to continue to reinforce the changes:
  • Adoption success stories from within the organization;
  • Lunch and Learn sessions to do deeper dives on specific functionality;
  • As new features are released, conduct mini-OCM cycles to communicate and train users on the new and tips on existing features;
  • Working on individual outcomes following the ADKAR model (Awareness, Desire, Knowledge, Ability, and Reinforcement); and,
  • Driving organizational business results and desired outcomes (executive decisions and actions).

OCM Plan

Long View’s OCM plan is made up of the following components:

• Guide usage of the solution including definition of roles/responsibilities and functionality;

• Full content and information lifecycle and security;

• Advises the technical configuration, contents of training lessons, and communication messages.

• Ensure people know how and when to use the technology as part of their work processes;

• Use multiple delivery methods - live and on-demand, with a central repository for training materials and information; and,

• Have training based on specific personas within the organization so target audiences get the most relevant and helpful training.

• (e.g., people managing the technology or advanced end users, versus standard end users, versus end-users in the field).

• Determine how and when to inform people about existing and new features and functionality;

• Use multiple modes to communicate the information;

• Built with a specific order of communication to ensure systematic and strategic activities have the most positive affect:

1. Technical Resources who will be supporting the technology.

2. The Executive Team led by the Executive Sponsor to ensure there is strong and visible senior leadership engagement and support.

3. People Managers who will be in the best position to determine which features can add value to their individual Teams.

4. Lastly, a general announcement to the end users in a series.

Plan the coordination of communications and training plans with the implementation of the technical configuration for governance;

Create specific training materials and communication messages for specifc events during the rollout; and,

A key framework for the Adoption plan is the ADKAR Model which drives powerful results by supporting individual changes to achieve organizational success:

Awareness - Achieved through the Communications Plan. Communicate the value of and reason for the technology being introduced, at individual and corporate levels.

Desire - Achieved through the Communications Plan. Explain how the technology benefits the individual and their day-to-day work processes. Tailored to individual roles/groups to ensure relevance.

Knowledge - Achieved through the Communications and Training Plans. Educates the user on how, when and why to use the technology. Tailored to individual roles/groups, guided by governance standards.

Ability - Achieved through the Training Plan. Enables users to practice new skills and gain confidence with the new technology in their day-to-day work.

Reinforcement - Achieved through the Communications and Training Plan with OCM Framework. Provide feedback and on-going communications on success stories to drive further adoption.

Supporting OCM Plans

Those four (4) core plans are supported and informed by the following three (3) supporting OCM plans:

Executive Sponsor Plan

This will guide how the executive sponsor will support and participate in the project. In addition it will map out where the change manager can help support the Executive Sponsor to help them be successful in their role.

  • Supports: Awareness, Desire, Reinforcement
  • Target: Executive Sponsor
Coaching Plan

The frontline managers are critical for end users to understand why they should support and participate in the change. The coaching plan is how the project will support the frontline manager and give them the resources needed to support their staff effectively.

  • Supports: Awareness, Desire, Knowledge, Ability, Reinforcement
  • Target: Frontline Managers
Resistance Management Plan

There are barriers to adopting new technology, and it is critical that we address those items. It will feed into the Coaching plan, communication and training plans, and affect how we create motivation for the end users as part of the ADKAR model.

  • Supports: Desire
  • Target: Project PM and Change Manager to incorporate resistance management into OCM Plans.

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