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COMMUNICATORS      as




        AGENTS
  enabling and engaging the organization
                                           Linda Ld Jacobson, APR
ARRIVING AT Change MANAGEMENT




                            2
EXPLORE today



      •   The 4 + 1 of change management
      •   Status of change management efforts
      •   Understand learning and enable change
      •   Communicators as change agents
      •   Tools for change
      •   Lessons learned about change communications
                                                 3
THE 4 + 1 OF Change
MANAGEMENT
   What?
A structured
approach for
transitioning
individuals and
organizations
from a current
state to a
desired state




                      4
THE 4 + 1 OF Change
MANAGEMENT
   Why?
- Mission
  changes
- Operational
  changes
- Technological
  changes
- Attitudinal
  changes
- Legislative
  mandates




                  Image credit: Mission Impossible 4: Ghost Protocol, www.missionimpossible.com/gallery   5
THE 4 + 1 OF Change
MANAGEMENT
   Who?
- Executive
  leadership
- Project team
- OCM team
- Change
  sponsors
- Change agents
- Change targets




                      Image credit: Disney trailer from Toy Story 3   6
THE 4 + 1 OF Change
MANAGEMENT
  When?

Determine if
the changes are
complex
enough to
require a
structured
approach to
implementa-
tion.




                      7
THE 4 + 1 OF Change
MANAGEMENT
   How?
Effective use of
change levers:
- Leadership
- Involvement
- Communication
- Training
- Measurement




                      8
STATE OF Change MANAGEMENT
         • Change management initiatives are costly.
         • According to Dr. John Kotter, 70 percent of
           CM projects fail.
                 – Leading cause of failure is people issues
                   primarily hampered by a lack of communication
                   or absence of enablement.*
                     Lack of commitment and follow through by senior
                      executives
                     Defective project management skills among middle
                      managers
                     Lack of training and confusion among frontline
                      employees.

Sept. 12, 1981
Nebraska fails to stop Iowa                 * The Common Project Success Denominator Study, McKinsey   9
STATE OF Change MANAGEMENT




                             10
STATE OF Change MANAGEMENT

                Employees unsatisfied            39 percent

                Executives unsatisfied           32 percent

     Operational disruption at Go-Live           40 percent
       Failure to realize some benefits          22 percent
Failure to realize 50 percent + benefits         41 percent

                                           0        5       10      15      20       25      30      35      40       45




                                               The Common Project Success Denominator Study, McKinsey
                                               Image credit: The Why, What, How of Change Management, Parask Aushik
                                                                                                                       11
STATE OF Change MANAGEMENT
Organizational benefit:
• Potentially achieve ROI of 143
  percent when an excellent
  OCM program is part of the
  change initiative
• ROI drops to 35 percent when
  there is a poor OCM program
  or no program.
Success factors:
• Senior | middle managers and
  frontline employees are all
  involved.
• Everyone’s responsibilities
  are clear and clearly
  communicated.
• Reasons for the project are
  understood and accepted
  throughout the organization.
• Continuous and targeted
  communication is executed.
• The approach was planned
  and organized.                   12
UNDERSTAND Learning
 “Never tell people how
  to do things. Tell them
  what to do, and they
  will surprise you with
  their ingenuity.”
  – General George S. Patton




                               13
UNDERSTAND Learning
“I once read that
 people are normally
 productive for about
 5-7 hours in an


                                         Performance
 eight-hour business
 day. But any time a
 change of control
 takes place, their
 productivity falls to
 less than an hour. “
  - Dennis Kozlowski
  CEO Tyco International
                                                       Time

                                                              The learning dip

                   Making sense of change management: A complete guide to the models, tools & techniques of organization change, 2nd ed.   14
UNDERSTAND Learning
                                     1. Denial     3. Exploration
               Internal
    Behavior

                 External




                                   2. Resistance   4. Commitment
                            Time

                             Personal change model
                                                                    Model by RapidBI   15
ENABLING            Change
                                     Incorporate the changes into the culture.

                             Consolidate and build on the gains.

                        Generate short term wins.

                    Empower people to act on the vision.

               Communicate the vision for buy-in.


           Develop a clear shared vision.

     Create the guiding coalition.

 Establish a sense of urgency.




                                                        Model by Professor John P. Kotter   16
ENABLING   Change

Focus on the 50 percent
who are neutral. They
represent the tipping point.


            Making Change Work: Practical Tools for Overcoming Human Resistance to Change, Brien Palmer   17
ENABLING   Change
           Relentlessly communicate. And then do it again. And again.
           –   Always answer the question: Where and how will change create pain or
               loss in the organization?

           –   Identify change targets who have something to lose and anticipate how
               they will respond.

           –   Communicate the “why” of change. Explain the urgency of moving away
               from established routines or arrangement.

           –   Emphasize the benefits of change (i.e., job security, cost, higher pay).

           –   Involve resisters in the change-management effort.

           –   Explain the criteria for success and how it will be measured.

           –   Explain how people will be rewarded for success. Strategically tie
               rewards to change objectives. Then communicate wins during the
               change-management initiative.

           –   Ensure two-way communication.                                        18
TRAITS OF Change AGENTS
                                    Data collector

                   Strategic catalyst                Influential thought advisor




 Not tied to the status quo                                    Dot connector
                               Change Agents
             Empathetic                                        Educator



               Consensus builder                     Marathoner


                                  Problem solver


                                                                                   19
COMMUNICATORS AS Change
AGENTS
                      Establishing                 Contributing
                      the need for                to the change
                        change                        team




                                                                    Creating
      Consolidating
                                                                   vision and
         gains
                                                                     values

                Strategic Communicators


              Noticing
                                                            Communicating
          improvements and
                                                             and engaging
             energizing

                                     Empowering
                                       others




                                                                                20
COMMUNICATORS AS Change
AGENTS
              3 STEROIDS
              1. The right information
                 needs to get to the right
                 people at the right time.
              2. Communicate
                 constantly, continuously
                 and consistently.
              3. Be innovative but strategic
                 in your communications.
                           Image credit: www.vectorvilla.com   21
TOOLS FOR Change AGENTS




Tell the change-management story effectively.
                                         22
TOOLS FOR Change AGENTS
 • Common channels and
   vehicles:
   – Company town halls
   – Print | Electronic
     communications
   – Team briefings |
     presentations
   – E-mails
   – Conference calls
   – Employee | customer
     focus groups
   – Surveys


                           23
TOOLS FOR Change AGENTS
               • Uncommon channels
                 and vehicles:
                – Additional intranet or
                  extranet sites
                – WebEx | Skype meetings
                – Report templates
                – Social media
                – Confidential help lines
                – Notices
                – Formal Q & A sessions
                – Custom survey tools
                – Video
                – TV | digital signage

                                            24
Change AGENT IN ACTION
                                       – Be ready to stretch – in every direction.
                                       – Be ready with a robust but efficient
                                         approval process for communications.
                                       – Be prepared to educate constantly about:
                                           The change
                                           The process
                                           The tools and channels for communicating
                                       – Establish and maintain key relationships
                                         with the program lead and the OCM lead.
                                       – Be relentless in communications, but be
                                         strategic. Change-management
                                         communications are iterative.
                                         Communicate, measure, adjust if
                                         necessary, and then communicate again.


                                                                                       25
 PTC Communications Approval Process
Change MANAGEMENT RESOURCES
  • Managing Change and Transition: 7 Practical Strategies to Help
    You Lead During Turbulent Times (Boston: Harvard Business
    School Press, 2003), Harvard Business Essentials
  • Esther Cameron and Mike Green, Making Sense of Change
    Management: A complete guide to the models, tools &
    techniques of organizational change 2nd edition
    (Philadelphia, Kogan Page, 2009)
  • Dan S. Cohen, The Heart of Change Field Guide: Tools and tactics
    for leading change in your organization (Boston: Harvard
    Business School Press, 2005)
  • John P. Kotter, Leading Change (Boston: Harvard Business School
    Press, 1996)
  • http://www.kotterinternational.com
  • http://www.change-management.com/



                                                                       26
Change MANAGEMENT QUESTIONS



     Linda Ld Jacobson, APR
     ljacobson@quepr.com




                              27

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Communicators as change agents

  • 1. COMMUNICATORS as AGENTS enabling and engaging the organization Linda Ld Jacobson, APR
  • 2. ARRIVING AT Change MANAGEMENT 2
  • 3. EXPLORE today • The 4 + 1 of change management • Status of change management efforts • Understand learning and enable change • Communicators as change agents • Tools for change • Lessons learned about change communications 3
  • 4. THE 4 + 1 OF Change MANAGEMENT What? A structured approach for transitioning individuals and organizations from a current state to a desired state 4
  • 5. THE 4 + 1 OF Change MANAGEMENT Why? - Mission changes - Operational changes - Technological changes - Attitudinal changes - Legislative mandates Image credit: Mission Impossible 4: Ghost Protocol, www.missionimpossible.com/gallery 5
  • 6. THE 4 + 1 OF Change MANAGEMENT Who? - Executive leadership - Project team - OCM team - Change sponsors - Change agents - Change targets Image credit: Disney trailer from Toy Story 3 6
  • 7. THE 4 + 1 OF Change MANAGEMENT When? Determine if the changes are complex enough to require a structured approach to implementa- tion. 7
  • 8. THE 4 + 1 OF Change MANAGEMENT How? Effective use of change levers: - Leadership - Involvement - Communication - Training - Measurement 8
  • 9. STATE OF Change MANAGEMENT • Change management initiatives are costly. • According to Dr. John Kotter, 70 percent of CM projects fail. – Leading cause of failure is people issues primarily hampered by a lack of communication or absence of enablement.*  Lack of commitment and follow through by senior executives  Defective project management skills among middle managers  Lack of training and confusion among frontline employees. Sept. 12, 1981 Nebraska fails to stop Iowa * The Common Project Success Denominator Study, McKinsey 9
  • 10. STATE OF Change MANAGEMENT 10
  • 11. STATE OF Change MANAGEMENT Employees unsatisfied 39 percent Executives unsatisfied 32 percent Operational disruption at Go-Live 40 percent Failure to realize some benefits 22 percent Failure to realize 50 percent + benefits 41 percent 0 5 10 15 20 25 30 35 40 45 The Common Project Success Denominator Study, McKinsey Image credit: The Why, What, How of Change Management, Parask Aushik 11
  • 12. STATE OF Change MANAGEMENT Organizational benefit: • Potentially achieve ROI of 143 percent when an excellent OCM program is part of the change initiative • ROI drops to 35 percent when there is a poor OCM program or no program. Success factors: • Senior | middle managers and frontline employees are all involved. • Everyone’s responsibilities are clear and clearly communicated. • Reasons for the project are understood and accepted throughout the organization. • Continuous and targeted communication is executed. • The approach was planned and organized. 12
  • 13. UNDERSTAND Learning “Never tell people how to do things. Tell them what to do, and they will surprise you with their ingenuity.” – General George S. Patton 13
  • 14. UNDERSTAND Learning “I once read that people are normally productive for about 5-7 hours in an Performance eight-hour business day. But any time a change of control takes place, their productivity falls to less than an hour. “ - Dennis Kozlowski CEO Tyco International Time The learning dip Making sense of change management: A complete guide to the models, tools & techniques of organization change, 2nd ed. 14
  • 15. UNDERSTAND Learning 1. Denial 3. Exploration Internal Behavior External 2. Resistance 4. Commitment Time Personal change model Model by RapidBI 15
  • 16. ENABLING Change Incorporate the changes into the culture. Consolidate and build on the gains. Generate short term wins. Empower people to act on the vision. Communicate the vision for buy-in. Develop a clear shared vision. Create the guiding coalition. Establish a sense of urgency. Model by Professor John P. Kotter 16
  • 17. ENABLING Change Focus on the 50 percent who are neutral. They represent the tipping point. Making Change Work: Practical Tools for Overcoming Human Resistance to Change, Brien Palmer 17
  • 18. ENABLING Change Relentlessly communicate. And then do it again. And again. – Always answer the question: Where and how will change create pain or loss in the organization? – Identify change targets who have something to lose and anticipate how they will respond. – Communicate the “why” of change. Explain the urgency of moving away from established routines or arrangement. – Emphasize the benefits of change (i.e., job security, cost, higher pay). – Involve resisters in the change-management effort. – Explain the criteria for success and how it will be measured. – Explain how people will be rewarded for success. Strategically tie rewards to change objectives. Then communicate wins during the change-management initiative. – Ensure two-way communication. 18
  • 19. TRAITS OF Change AGENTS Data collector Strategic catalyst Influential thought advisor Not tied to the status quo Dot connector Change Agents Empathetic Educator Consensus builder Marathoner Problem solver 19
  • 20. COMMUNICATORS AS Change AGENTS Establishing Contributing the need for to the change change team Creating Consolidating vision and gains values Strategic Communicators Noticing Communicating improvements and and engaging energizing Empowering others 20
  • 21. COMMUNICATORS AS Change AGENTS 3 STEROIDS 1. The right information needs to get to the right people at the right time. 2. Communicate constantly, continuously and consistently. 3. Be innovative but strategic in your communications. Image credit: www.vectorvilla.com 21
  • 22. TOOLS FOR Change AGENTS Tell the change-management story effectively. 22
  • 23. TOOLS FOR Change AGENTS • Common channels and vehicles: – Company town halls – Print | Electronic communications – Team briefings | presentations – E-mails – Conference calls – Employee | customer focus groups – Surveys 23
  • 24. TOOLS FOR Change AGENTS • Uncommon channels and vehicles: – Additional intranet or extranet sites – WebEx | Skype meetings – Report templates – Social media – Confidential help lines – Notices – Formal Q & A sessions – Custom survey tools – Video – TV | digital signage 24
  • 25. Change AGENT IN ACTION – Be ready to stretch – in every direction. – Be ready with a robust but efficient approval process for communications. – Be prepared to educate constantly about:  The change  The process  The tools and channels for communicating – Establish and maintain key relationships with the program lead and the OCM lead. – Be relentless in communications, but be strategic. Change-management communications are iterative. Communicate, measure, adjust if necessary, and then communicate again. 25 PTC Communications Approval Process
  • 26. Change MANAGEMENT RESOURCES • Managing Change and Transition: 7 Practical Strategies to Help You Lead During Turbulent Times (Boston: Harvard Business School Press, 2003), Harvard Business Essentials • Esther Cameron and Mike Green, Making Sense of Change Management: A complete guide to the models, tools & techniques of organizational change 2nd edition (Philadelphia, Kogan Page, 2009) • Dan S. Cohen, The Heart of Change Field Guide: Tools and tactics for leading change in your organization (Boston: Harvard Business School Press, 2005) • John P. Kotter, Leading Change (Boston: Harvard Business School Press, 1996) • http://www.kotterinternational.com • http://www.change-management.com/ 26
  • 27. Change MANAGEMENT QUESTIONS Linda Ld Jacobson, APR ljacobson@quepr.com 27

Editor's Notes

  • #5: What is CM? Change management has at least three different aspects, including: adapting to change, controlling change, and effecting change. A proactive approach to dealing with change is at the core of all three aspects. For an organization, change management means defining and implementing procedures, processes and/or technologies to deal with changes in the business environment and to profit from changing opportunities. At the individual level, it means understanding the changes that must take place within the individuals to ensure that the change is successful. Organizational change management requires a holistic approach that addresses both process and people.
  • #6: Why do organizations undergo change management?Triggers for change vary. The mission changes; operational changes are needed due to growth, mergers and acquisitions, IT process changes, or legislative mandates. Sometimes, organizational change is needed to redirect the culture, address financial loss or market share loss, or to address large customer or employee feedback concerns.
  • #7: Who is involved?Executive leadership Project teamOCM team- Change sponsors- Change agentsChange targets