Managing Change in the Face of New HCM Technology Dr. Katherine Jones Vice-President, HCM Technology Research Bersin by Deloitte Deloitte Consulting LLP September 17, 2015 Twitter: @katherine_jones LI: Katherine Jones 70% Of change initiatives fail Source: Leading Change. John Kotter. Harvard Business School Press, 1996 Agenda to get you into the 30% The issue The Gottchas Planning your plan Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 The Big Picture of Business Transformation Technology Nothing will Changeif the change Management people don’t change… Processes Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, What Change Management Is •The process which empowers employees to embrace largescale organizational change •The use of tools and techniques to facilitate those processes What Effective Change Management Does •Facilitates people’s movement from a current state to a future state, minimizing disruption to the organization and maximizing the desired results Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015 Why is Change Management Important? Research tells us that 70% of change management initiatives fail. Source: Leading Change. John Kotter. Harvard Business School Press, 1996 Steps to Address Stakeholder • By Groups • By Influence Analysis Capability • Skills required Gap Analysis • Skills in place Readiness • Ready or Not? • Will They Assessment Change? Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015 What You Can Learn if You Have a Business Case Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015 2 Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Determine What Success Will Look Like— Upfront How will you measure success at the project’s end? Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015 Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D Bersin by Deloitte, Deloitte Consulting LLP., 2015 Get Onboard with Your Captain The Executive Champion is Central to Success Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Pick Your Crew Carefully Select team members Criteria: • Credible leader • Authority figure • Tie-breaker Criteria: • Business acumen • Functional knowledge • Promotable Assign a “Decider” Develop a back-filling plan Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Keep Your Crew: • Cross-train peers • Hire temps • Prepare for long term staffing changes 5 Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Bersin by Deloitte / Katherine Jones, Ph.D, 2015 The Trade Winds to Consensus Resistance can sink your ship... Individuals are often opposed to change. Lack of Awareness Awareness Understanding Acceptance Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Buy-in Ownership Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Bersin by Deloitte / Katherine Jones, Ph.D, 2015 Capability Gap Analysis Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 The Relationship Between Competencies, Capabilities and Behaviors Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Example: What Level do you Require? Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Example: Determining a Capability Gap Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Create a Worksheet Sink or Swim? Analyzing Next Steps Does your population have the skills? The experience? The knowledge? The resources? Are there environmental factors? Training/Hiring Resources Materials Support structures Alternative approaches But Are They Ready to Change? Change Readiness Assessment: The Process Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 How Will You Ascertain Readiness? Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Example Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 Employee Sentiment: Survey Areas Demographics Organizational Culture Organization Reaction Leadership Vision Organizational Preparedness Business Benefits Communication Competing Initiatives Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 When One and Done is Insufficient: A Sample Pulse Survey Location Position Function Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 And are they ready? Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015 “Paint the vision of the future: cast a common vision across the enterprise of the benefits and the plan. Tailor the message to the different constituents − to our IT committee it was cost/ benefits; − to HR, the strategic impact of evidencebased HR that requires consolidation process.” —Large U.S. Healthcare Business Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015 Communication Plan: Success Factors Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015 Messages and Methods Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015 Different strokes for different folks; different amounts, different timing Important to the success of the project Some impact Low impact Somewhat influential Not influential to others Involve and collaborate Keep Informed Highly influential Engage directly Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte, Deloitte Consulting LLP. 2015 The Change Planning Model Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting Integrating Design Thinking into Change Management Source: Batterii.com; Fiordilino, Carlina. "It's a Matter of Perspective." 23 Mar. 2015. Web. 12 Aug. 2015. Case in Point: Applying Design Thinking to Business Transformation Transforming HR Redundant platforms consolidated On-premise solutions to Cloud Run by change management experts Applied agile, design thinking Created “federated model” for L&D Technology Change Management Processes shared infrastructure and tools Retest • Redefined roles of L&D and HR Revamp Deploy Source: The Simplification of Work. Katherine Jones, Josh Bersin, and SAP. 2015. Case in Point: Applying Design Thinking to Simplify Employee Service Delivery Source: Fostering Change and Driving Productivity. Commonwealth Bank of Australia Case Study, Katherine Jones, Ph.D., Bersin by Deloitte, Deloitte Consulting LLP, June, 2015. Source: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change, Katherine Jones, Ph.D. Bersin by Deloitte , Deloitte Consulting LLP, 2015 Related Bersin Resources Reports: Introduction to Change Management: A Primer for HR Professionals Addressing Organizational Change Beat the Odds: Manage Change in Your Organization Selecting and Managing Solution Providers for Change Management Deploying HCM technologies: Making Change Work Supporting Materials: • • • • • • • Change Management Stakeholder Analysis Change Readiness Assessment Change Management: Capability Gap Analysis Change Communication Strategy Template Change Management—Seven Essential Elements for Navigating the Sea of Change Change Readiness Model Multiple Case Studies Questions? Avoid the storms and rocky shoals to keep your change project afloat. About Deloitte As used in this document, “Deloitte” means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. 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