Change and Project Management Toolkit - Framework, Best Practices and Templates
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The document provides an overview of a change and project management toolkit designed to simultaneously address project and change management within organizations. It outlines the differences between project management, which focuses on structural changes, and change management, which helps individuals adapt to those changes. The toolkit offers comprehensive resources, including frameworks, templates, and best practices to enhance organizational capabilities in both areas.
Change and Project Management Toolkit - Framework, Best Practices and Templates
- 1. Change and Project Management Toolkit Overview and Approach Created by ex-McKinsey, Deloitte & BCG Strategy Consultants
- 2. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit at www.slidebooks.com 2 www.slidebooks.com
- 3. What is the main difference between Project Management and Change Management? Current state Transition Target state Business & Technical Change Require a Project Management approach to change the organization structure, job roles, processes and systems People change Require a Change Management approach to help individuals impacted by the business and technical changes in their company to adapt and be successful
- 4. Introduction 4 This Change & Project Management Toolkit will help you create a holistic approach within your organization that tackles both Project Management & Change Management simultaneously. Indeed, we believe that one should not go without the other. On one hand, Project Management focuses on defining and implementing projects that will change your organization's structure, job roles, processes and systems. On the other hand, Change Management focuses on helping individuals impacted by these changes to adapt and be successful. Far too often, we noticed that many companies underestimate the importance of Change Management. The main problem is that if the employees and managers within your organization do not adopt and embrace the new changes, then your projects will rarely reach their expected return on investment.
- 5. Our Solution Our management consulting firm decided to create an affordable Change & Project Management Toolkit that will help you increase the change and project management capability of your organization (or your client if you are a management consultant). 5 The Change & Project Management Toolkit includes: Tools Templates Step-by-step tutorials Real-life examples Best practices Support from tier-1 management consultants Frameworks Toolkit
- 6. The Change & Project Management Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 6 • Improve the change management capability of your organization with a simple and comprehensive 4-phase change management approach commonly used by Fortune 100 and Global Consulting firms: (I) Define the change management strategy, (II) Understand how people experience change, (III) Develop the change management plans, (IV) Implement, track & manage progress • (I) Define your change management strategy: (1) Company’s strategy, (2) Required change to implement the strategy, (3) Business roadmap, (4) Company readiness for change, (5) Structure and size of the change management team, (6) Roles & responsibilities, (7) Guiding principles, (8) Change Lean Canvas, (9) Change impact assessment, (10) Change management objectives and levers (ADKAR Model) • (II) Understand how people experience change: (1) Change Commitment Curve, (2) Change Personal Transition Curve, (3) Heart & Mind Human Drivers, (4) Innovation Adoption Curve, (5) Maslow Hierarchy of Human Needs, (6) Four Stages of Team Development, (7) Stakeholder analysis • (III) Develop your change management plans: (1) Overarching change management plan, (2) Communication plan, (3) Sponsorship plan, (4) Coaching plan, (5) Training plan, (6) Resistance management plan • (IV) Implement, track & manage progress: (1) Governance, (2) Overarching change management plan status report, (3) Communication plan status report, (4) Sponsorship plan status report, (5) Coaching plan status report, (6) Training plan status report, (7) Resistance management plan status report, (8) Change reinforcement • Improve the project management capability of your organization with a simple and comprehensive 3-phase project management approach commonly used by Fortune 100 and Global Consulting firms: (I) Build a business case & financial model, (II) Initiate the project, (III) Define and implement your project plan • (I) Build a business case & financial model to get your project approved by the executive committee: (1) Business opportunity & suggested solution, (2) Project objectives, scope & approach, (3) Project deliverables & business outcomes, (4) Strategic alignment, (5) Dependencies & constraints, (6) Risk assessment & mitigation, (7) Change impact assessment, (8) Project costs, (9) Benefits, (10), Net present value, (11) Key success factors & KPIs • (II) Initiate your project: (1) Project charter, (2) Project challenges and key success factors, (3) RACI matrix, (4) Stakeholder analysis • (III) Define and implement your project plan: (1) High-level project plan, (2) Detailed project plan, (3) Project dashboard, (4) Parking lot, (5) Punch list, (6) Post project evaluation report Change Management Project Management
- 7. Change Management 4-Phase Approach The Change and Project Management Toolkit includes a Change Management 4-Phase Approach to help you undertake the organizational change of your organization. 7 Phase I: Define the Change Management Strategy Phase II: Understand how People Experience Change Phase IV: Implement, Track & Manage Progress 1. Company’s strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Change reinforcement 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase III: Develop the Change Management Plans 1. Change Commitment Curve 2. Change Personal Transition Curve 3. Heart & Mind Human Drivers 4. Innovation Adoption Curve 5. Maslow Hierarchy of Human Needs 6. Four Stages of Team Development 7. Stakeholder analysis
- 8. Project Management 3-Phase Approach The Change and Project Management Toolkit includes a Project Management 3-Phase Approach to help you define and implement your projects effectively and efficiently. 8 Phase I: Build a Business Case & Financial Model Phase II: Initiate the Project 1. Business opportunity & suggested solution 2. Project objectives, scope & approach 3. Project deliverables & business outcomes 4. Strategic alignment 5. Dependencies & constraints 6. Risk assessment & mitigation 7. Change impact assessment 8. Project costs 9. Benefits 10.Net present value 11.Key success factors & KPIs 1. High-level project plan 2. Detailed project plan 3. Project dashboard 4. Parking lot 5. Punch list 6. Post project evaluation report Phase III: Define and Implement your Project Plan 1. Project charter 2. Project challenges and key success factors 3. RACI matrix 4. Stakeholder analysis
- 9. In the next slides, you’ll see a small preview of the Phase I of our Change Management 4-phase approach 9 Phase I: Define the Change Management Strategy Phase II: Understand how People Experience Change Phase IV: Implement, Track & Manage Progress 1. Company’s strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Change reinforcement 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase III: Develop the Change Management Plans 1. Change Commitment Curve 2. Change Personal Transition Curve 3. Heart & Mind Human Drivers 4. Innovation Adoption Curve 5. Maslow Hierarchy of Human Needs 6. Four Stages of Team Development 7. Stakeholder analysis
- 10. Executive Summary Change Impact Assessment Matrix 10 Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company
- 11. Executive Summary Structure and size of the Change Management Team Insert Name Senior Change Manager Insert Name Junior Change Manager Insert Name Change Manager Insert Name Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager Insert Name Junior Change Manager 11
- 12. Executive Summary - Change Lean Canvas 12 Describe the change that is happening Why did we decide to do this change? Who will be impacted by this change? What will we do to prepare impacted stakeholders? When will they be impacted by this change? What are the business outcomes we want to reach? What are the business outcomes we are reaching? What are the next steps? Enter the name of the change Change Name Enter Business owner name Business Owner Enter Change manager name Change manager Insert what the employee, customer or user used to be able to do Insert what the employee, customer or user will be able to do with this new change Insert the different stakeholder groups impacted by this change Describe the rational behind the decision to do this change Insert date Insert what we will do to ensure proper adoption of the change (i.e. communication, training, pilot group,…) Insert the business outcomes we want to reach When available, insert the business outcomes and their source Include the next steps if any Enter Change Canvas version & submit date Submit Date
- 13. See below 4 screenshots from the Phase I. 13 Strategy Map Company Readiness for Change Business Roadmap Change Impact Assessment
- 14. In the next slides, you’ll see a small preview of the Phase II of our Change Management 4-phase approach 14 Phase I: Define the Change Management Strategy Phase II: Understand how People Experience Change Phase IV: Implement, Track & Manage Progress 1. Company’s strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Change reinforcement 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase III: Develop the Change Management Plans 1. Change Commitment Curve 2. Change Personal Transition Curve 3. Heart & Mind Human Drivers 4. Innovation Adoption Curve 5. Maslow Hierarchy of Human Needs 6. Four Stages of Team Development 7. Stakeholder analysis
- 15. The Change Personal Transition Curve is a powerful model used to understand the stages of personal transition. Change Personal Transition Curve Purpose 15
- 16. Change Personal Transition Curve Description 16 Change is about losing something of value, familiarity and comfort. The Change Curve will help you understand how people react to change, so that you can help them make their own personal transitions and make sure that they have the help and support they need. We all react differently when impacted by change, some take longer than others to work through it, and some don’t experience the depth of the curve as deeply as others. As a leader and colleague, it helps to understand how people will react to change, so that you can help and support them while they transition through the Change Curve from “Denial” to “Commitment”. Based on the change curve, the higher the impact the more likely your team will experience the change more deeply. You may notice however, some of your new team members may be “early adopters” and get on board with change really quickly. Discovering where your team members are at in their personal transition, and meeting them there, is a perfect start to your role of helping and supporting others.
- 17. Change Personal Transition Curve Description 17 The Change Curve includes 4 stages of personal transitions Confidence, Moral & Effectiveness Time 1. Denial 2. Resistance 3. Exploration 4. Acceptance Knowing where your stakeholders are, and where you want them to be on the Change Personal Transition Curve, will help you craft the right change management plans
- 18. Change Personal Transition Curve Description 18 For each stage of personal transition, try to help your colleagues by: Confidence, Moral & Effectiveness Time 1. Denial 2. Resistance 3. Exploration 4. Acceptance Informing Listening Rewarding Discussing
- 19. Change Personal Transition Curve Template 19 For each stage of personal transition, try to help your colleagues by: Confidence, Moral & Effectiveness Time 1. Denial 2. Resistance 3. Exploration 4. Acceptance John & Michael Raphael & Suzanne Sean Claire
- 20. In the next slides, you’ll see a small preview of the Phase III of our Change Management 4-phase approach 20 Phase I: Define the Change Management Strategy Phase II: Understand how People Experience Change Phase IV: Implement, Track & Manage Progress 1. Company’s strategy 2. Required change to implement the strategy 3. Business roadmap 4. Company readiness for change 5. Structure and size of the change management team 6. Roles & responsibilities 7. Guiding principles 8. Change Lean Canvas 9. Change impact assessment 10.Change management objectives and levers (ADKAR Model) 1. Governance 2. Overarching change management plan status report 3. Communication plan status report 4. Sponsorship plan status report 5. Coaching plan status report 6. Training plan status report 7. Resistance management plan status report 8. Change reinforcement 1. Overarching change management plan 2. Communication plan 3. Sponsorship plan 4. Coaching plan 5. Training plan 6. Resistance management plan Phase III: Develop the Change Management Plans 1. Change Commitment Curve 2. Change Personal Transition Curve 3. Heart & Mind Human Drivers 4. Innovation Adoption Curve 5. Maslow Hierarchy of Human Needs 6. Four Stages of Team Development 7. Stakeholder analysis
- 21. See below 4 screenshots from the Phase III. 21 Change Management Plan - Summary Stakeholders & communication channels Detailed Change Management Plan Sponsorship Plan
- 22. In the next slides, you’ll see a small preview of the Phase I of our Project Management 3-phase approach 22 Phase I: Build a Business Case & Financial Model Phase II: Initiate the Project 1. Business opportunity & suggested solution 2. Project objectives, scope & approach 3. Project deliverables & business outcomes 4. Strategic alignment 5. Dependencies & constraints 6. Risk assessment & mitigation 7. Change impact assessment 8. Project costs 9. Benefits 10.Net present value 11.Key success factors & KPIs 1. High-level project plan 2. Detailed project plan 3. Project dashboard 4. Parking lot 5. Punch list 6. Post project evaluation report Phase III: Define and Implement your Project Plan 1. Project charter 2. Project challenges and key success factors 3. RACI matrix 4. Stakeholder analysis
- 23. Change Impact High Impact Net Present Value $8M Number of Resources 12 Change Manager John Doe Cash Flow (US $ millions) Project Sponsor John Doe Intangible Benefits Insert your own text Project Costs $4M Tangible Benefits $14M Project Manager John Doe Strategic Alignment Insert the Strategic Objectives that the project is aligned with Lean Business Case Project name: Project description: 23 (5.1) 1.8 4.6 6.9 9.9 Year 1 Year 2 Year 3 Year 4 Year 5 This Lean Business Case is very important, as your CEO and Senior executives may not have time to deep dive into more details. It is the first section of the Business Case, but it is often done at the end.
- 24. See below 4 screenshots from the Phase I. 24 Driver Tree Simple Financial Model Project Cash Flow Sophisticated Financial Model
- 25. In the next slides, you’ll see a small preview of the Phase II of our Project Management 3-phase approach 25 Phase I: Build a Business Case & Financial Model Phase II: Initiate the Project 1. Business opportunity & suggested solution 2. Project objectives, scope & approach 3. Project deliverables & business outcomes 4. Strategic alignment 5. Dependencies & constraints 6. Risk assessment & mitigation 7. Change impact assessment 8. Project costs 9. Benefits 10.Net present value 11.Key success factors & KPIs 1. High-level project plan 2. Detailed project plan 3. Project dashboard 4. Parking lot 5. Punch list 6. Post project evaluation report Phase III: Define and Implement your Project Plan 1. Project charter 2. Project challenges and key success factors 3. RACI matrix 4. Stakeholder analysis
- 26. Project Charter (Template #1) Project name: Sponsor: 26 Insert in this box what business issue will this project address Insert in this box the objective of this project Problem statement Objective • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope In-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope Out-of-scope • Budget: Insert your own text • Project Manager: Insert your own text • Key Team Members: Insert your own text • Key Stakeholders: Insert your own text Resources • Insert the name and target date of the milestone • Insert the name and target date of the milestone • Insert the name and target date of the milestone Key milestones
- 27. See below 2 screenshots from the Phase II. 27 Responsibility Assignment (RACI) Matrix Stakeholder Analysis Matrix
- 28. In the next slides, you’ll see a small preview of the Phase III of our Project Management 3-phase approach 28 Phase I: Build a Business Case & Financial Model Phase II: Initiate the Project 1. Business opportunity & suggested solution 2. Project objectives, scope & approach 3. Project deliverables & business outcomes 4. Strategic alignment 5. Dependencies & constraints 6. Risk assessment & mitigation 7. Change impact assessment 8. Project costs 9. Benefits 10.Net present value 11.Key success factors & KPIs 1. High-level project plan 2. Detailed project plan 3. Project dashboard 4. Parking lot 5. Punch list 6. Post project evaluation report Phase III: Define and Implement your Project Plan 1. Project charter 2. Project challenges and key success factors 3. RACI matrix 4. Stakeholder analysis
- 29. Project Dashboard (Template #2) Project Name: Insert your own text Project Manager: Insert your own text 29 Time / Deadlines • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Cost / Budget • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Requirement / Quality Key Past Milestones Key Current Milestones Key Future Milestones Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Overall Status
- 30. Parking Lot Description 30 IDEA / REQUEST DELIVERABLE TIMELINE CONTACT PERSON KEY ACTION Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text What would be the required deliverables to do it? When do you need this done? Who is accountable? Key action to be done to complete the request What would you like to do?
- 31. Structure of the Toolkit The Project & Change Management Toolkit includes 400 Powerpoint slides and 30 Excel sheets categorized in multiple folders that you can download on your device immediately after your purchase. 31 II. Understand how people experience change 400 editable Powerpoint slides* 30 editable Excel sheets* *Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide that has been duplicated to facilitate the understanding of our clients only count for 1 Powerpoint slide. I. Define the Change Management Strategy III. Develop the Change Management Plans I. Build a Business Case & Financial Model IV. Implement, Track & Manage Progress II. Initiate the Project III. Define and Implement your Project Plan Change Management Project Management
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