This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk BUSINESS CHANGE MANAGER This generic role description is based on the minimum competences required to undertake this role. It can be used in recruitment, skill mix reviews, career progression and team development or restructuring. It must be expanded to include any specialist or local knowledge and skills required, any background information or description of work to be undertaken which is not included in this generic template. The competences have been derived from a variety of sources, including the Association of Project Management, Skills Framework for the Information Age and National Occupational Standards. More information, including indicators, on these competences can be accessed through the P3M Resource Centre under “Full list of APM competences”. JOB DETAILS Career framework level: Job Title: For more details of Career Framework Levels see below Business Change Manager Department: Reporting to: Responsible for: Note: This role may be an individual post or it may form part of another role within the wider programme and/or project team, for example: operational manager, clinical manager, project manager, or benefits and business change manager. The role is important within the project and programme 1 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk life cycle and the project board should ensure that at least these minimum competences are present within the programme/project team. 2 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk JOB SUMMARY The Business Change Manager will establish and maintain effective relationships with key stakeholders, using these to facilitate service led change and assess the capability and capacity of the organisation to deliver transformational change, develop the understanding in an organisation of the importance of managing change. The Business Change Manager is responsible for initiating, or supporting services to initiate, and overseeing large scale change, in order to ensure that optimum benefits are delivered in line with the organisations business objectives. They may be responsible for workforce capability and capacity planning in relation to change management. Provide expert analysis and advice to organisations on the delivery of change management programmes. KEY TASKS Ensuring alignment of activity with organisational strategic objectives and direction and defining change management strategy Contributing to Business case development Leading an organisational readiness assessment Assuring programme board for the delivery of new capability and benefits Initiating business assurance reviews Monitoring stakeholder engagement Creating change plans Mapping activity and identifying gaps between current and future state business processes JOB ROLE The Business Change Manager is key to providing the bridge between the IT Programme and the NHS business operations. 3 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk The Business Change Manager will provide specific support, advice and facilitation on business change that can be enabled by the implementation of new systems and service redesign and will deliver the realisation of benefits as new systems and changed processes are implemented and embedded Where substantial change in business operations is required, the individual appointed to the role of Business Change Manager will be responsible for recommending the new business structures, operations and working practices. The Business Change Manager should have appropriate responsibility and authority within the business areas within which change will take effect and benefits will be realised. The Business Change Manager, working with service improvement colleagues will develop, maintain and deliver a change management strategy based on local and national guidance and support the development of the benefits strategy. Using appropriate methodologies and techniques the Business Change Manager will ensure that the change management strategy and change plan link to the strategic objectives of the Trust. 4 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk BUSINESS CHANGE MANAGER: COMPETENCIES The following list of competences is a guide to the skills and knowledge required for this role. The competences are form the Association of Project Management’s Competence Framework which can be found on the on the P3M Resource Centre under “Full list of APM competences” (NWW access required) Applicants should ensure that they are able to provide evidence to the required level for each competence. A recruitment checklist has been developed to help in shortlisting and interview which can be found on the P3M Resource Centre under “Recruitment checklist” COMPETENCE DESCRIPTION LEVEL REQUIRED* Communication Giving, receiving, processing and interpreting of Level A information, acknowledging own personal style of communication and the impact it has on others. Information can be conveyed verbally, non-verbally, actively, passively, formally, informally, consciously or unconsciously. Handover and Handing over the final project deliverables to the sponsor closeout and users and finalising all project matters, carrying out Level A final project reviews, archiving project information ad redeploying the project team Implement The putting into practice the strategy and associated plans change for a specific change or programme of change. This Level A involves putting in place the necessary resources and supporting systems, including monitoring and communications, to turn the ‘vision’ into a practical reality Manage Managing business processes to make sure the business organisation delivers outputs that meet customers’ needs processes and stakeholders’ needs, and organisational and legal Level A requirements Negotiation Searching for agreement, and seeking acceptance, Level A consensus and alignment of views, both formally and informally Organisation The design and implementation of an integrated design and organisation structure, role profiles, culture, performance implementation measurements, competencies and skills, to facilitate strategies for change and for training to enable the 5 Level A This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk change. Plan change The planning that is needed to make a specific change or Level A put into practice a programme of change. It involves developing a strategy to make the change that is needed, taking note of barriers, risks and the need to put appropriate monitoring and communication systems in place. Programme and Satisfying stakeholder needs, measured by the success project success criteria as identified and agreed at the start of the project. and benefits Benefits management is the identification of the benefits management at an organisational level and the monitoring and Level A realisation of those benefits Behavioural The elements that separate and describe a person’s characteristics preferred way of acting, interacting and reacting in a Level B variety of situations. They complement knowledge and experience and are a function of values, beliefs and identity. They can be used in assessment, engagement and career advice Benefits Monitors benefits against what was predicted in the management business case and ensures all participants are informed Level B and involved throughout the change programme Business The methodical investigation, analysis, review and analysis documentation of all or part of a business in terms of Level B business functions and processes, the information used and the data on which the information is based Business The planning, design, management, execution and process testing reporting of business process tests and usability Level B evaluations. The establishment, clarification and communication of non-functional requirements for usability (for example, screen design/layout/consistency, response times, capacity). Conflict Identifying and addressing differences that, if unmanaged, Management would affect organisational objectives. Preventing Level B differences becoming destructive elements in a project Information Collecting, storing, disseminating, archiving and management appropriate destruction of project information. and reporting Information reporting takes information and presents it in Level B an appropriate format which includes the formal communication of project information to stakeholders Leadership The ability to establish vision and direction, to influence and align others towards a common purpose and to empower and inspire people to achieve project success. It 6 Level B This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk enables the project to proceed in an environment of change and uncertainty Professionalism Professionalism is demonstrating awareness and and ethics application of qualities and competences covering Level B knowledge, appropriate skills and behaviours. Ethics covers the conduct and moral principles recognised as appropriate within the project management profession Project/program Ensuring effective project/programme reviews are set up me Review and used during and after the project/programme is Level B complete, to check the likely or actual achievement of objectives specified in the project management plan and the benefits detailed in the business case. Requirements Capturing, analysing and testing the documented management statement of stakeholder and user wants and needs. Level B Requirements are a statement of the need that a project has to satisfy, and should be comprehensive, clear, well structured, traceable and testable Stakeholder The systematic identification, analysis and planning of management actions to engage with, communicate with, negotiate with Level B and influence stakeholders. Team work The process whereby people work collaboratively towards Level B a common goal, as distinct from other ways that individuals can work within a group Business case Understanding of the content and is prepared to write a Level C business case on behalf of the sponsor according to the agreed standards which provides justification for undertaking a project, to obtain management commitment and approval for investment in the project. Organisational Understanding , identifying and defining the structure and organisational structural environment in which the project roles is taking place and the organisational roles performed by Level C individuals and groups within the project, including hierarchical structure, accountabilities, relationships and decision-making responsibilities Resource Identifying and assigning resources to activities so that management the project is undertaken using appropriate levels of resources and within an acceptable duration. Maintaining the Programme/Project resource spreadsheet and supporting the procurement and recruitment processes on advice of the Programme/Project and Project Management Teams 7 Level C This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk Scheduling Involvement in determining the overall project and Level C Programme/Project duration and when activities and events are planned to happen. This includes identification of activities and their logical dependencies, and estimation of activity durations, taking into account requirements and availability of resources Change Control management Creating, maintaining and controlling change of the Level D configuration throughout the project life cycle, ensuring that all changes made to a project’s baselined scope, time, cost and quality objectives or agreed benefits are identified, evaluated, approved, rejected or deferred Corporate This concerns those areas of corporate governance that governance of are specifically related to project activities, ensuring that project/program an organisation’s project portfolio is aligned to the me management organisation’s objectives are delivered efficiently and are Level D sustainable. It also includes the determining and applying of appropriate standards and methods to minimise health, safety and environmental damage risk during the project and the operation of its deliverables Estimating Ability to produce estimates of project time and cost Level D targets which are reviewed and revised as necessary throughout the project life cycle, possibly in liaison with other functional areas and expertise Project life Understanding the concept of project lifecycles, the use of cycles project phases and contributing to the support of this Level D process which allows the project to be considered as a sequence of phases and which provides the structure and approach for progressively delivering the required outputs Project risk and Understanding, identifying and proactively managing issue individual risk and issue events and overall programme management risk by minimising threats and maximising opportunities Technology Managing the relationship between available and emerging management technologies, the organisation and the project and Level D Level D managing the enabling technologies used to deliver and manage the project, and the technology of the project deliverables The following are competences that have been developed to fulfil apparent gaps in the current National Occupational Standards and competency frameworks that were analysed as part of the wider P3M Improvement 8 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk Programme. These competences are still under development and are being tested and reviewed accordingly. Service Designing a new service/or model, or re-designing an modelling existing model to align with and deliver on policies or Level A strategies, can be linked with other projects (e.g. new build, or to support a new care pathway, etc) Indicators Ability to work with service staff and to facilitate senior management to help identify the best design of a new or changing service/model Ability to ensure all parts of the service area are aligned to the new or changing service/model Dependencies Understanding and active management of the internal and and critical path external linkages and inter-dependencies (e.g. political or analysis legislative changes, structural or organisational plans etc) across programmes and/or projects, and incorporating any changes into the project/programme plan. Indicators Ability to differentiate between external and internal dependencies and to prioritise these by importance/impact on the project/programme Awareness of dependences between the project/programme and its benefits and actively managing these in liaison with the Benefits Manager Ability to identify the critical path of tasks within a project/programme and to manage this Knowledge of risk and issue management processes and utilising these to ensure that all dependencies and the risks that these may pose to the project/programme are minimised Ability to appropriately take account of any dependencies during project/programme re-planning Knowledge of matrix management and the inter-dependencies that this way of working has 9 Level B This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk 10 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk LEVEL DESCRIPTIONS LEVEL APM DESCRIPTION MAPPED TO SUMMARY OTHER FRAMEWORKS Level A Can successfully execute all the indicators by directing the management Level B Career Framework level 8-9; Displays extensive and substantial experience and applied knowledge of the of complex projects subject. Significant and/or programmes for an managerial experience and organisation or functional may be at the top of their unit profession in the skill area. Has successfully executed most of the indicators by managing a complex Career Framework level 5-7; project Displays detailed knowledge of the subject and are capable of providing guidance and advice to others, based on significant commercial experience and qualifications Level C Has successfully executed at least some of the indicators by management Career Framework level 3-5; Demonstrates behaviours and outcomes above the Awareness level but have not of a project with limited had sufficient opportunity or complexity experience to put the skill into practice to merit Practitioner level Level D Has the knowledge required and may execute some of the indicators in Career Framework level 1-2; Ability to understand key issues and their implications and able to ask relevant and supporting a project constructive questions on the manager and or project subject. Are early in their PPM team career or a practitioner of another profession with some involvement in PPM, or the subject may not be a priority skill area within their current role. 11 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk PERSON SPECIFICATION ESSENTIAL DESIRABLE Educated to degree level or equivalent MBA or equivalent experience At least 5 years operational experience or Good understanding of change evidence of using Project Management management methodology Methodology Microsoft Office or equivalent MSP Practitioner Facilitation Skills Experience of working within a Change Recognised project Project management methodology Significant experience of service redesign LEAN/6SIGMA training and leading change Significant experience of process mapping Ability to influence leaders 12 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk 13 This role description is part of a wider P3M job set which can be viewed in This role description forms part of a wider P3M job set the P3M Resource Centre or the Health Informatics Career Framework: www.connectingforhealth.nhs.uk/p3m www.hicf.org.uk 14