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The need for Why and the 
importance of How! 
Neil White 
Managing Director – ChangeVista Ltd 
07890397046
Neil White Change Management Specialist 
20+ yrs RAF (Engineering+) 
Change Management for last 20yrs 
Business Improvement (SEI CMMI) - 
Assessment Team Lead 
Transformation Change Manager 
Benefits & Business Change 
MSc Change Management 
‘an ardent believer that the ability to change is more 
important than the required changes themselves’ 
Association for Project Management (APM) 
Enabling Change SIG – Change Futures Pillar lead 
Benefits Management SIG - Secretary
Adapted from an old adage of my youth: 
Look after the ‘Why’ and the ‘How’ and 
the Who, Where, When and What will 
take care of themselves
The simple truth about change 
‘the only constant in 
life is change itself’ 
Herakleitos of Ephesus 
(c.535 BC -475 BC) 
Greek philosopher
Three distinct agenda ‘topic areas’ 
Change yesterday, today and tomorrow and WHY we 
have no choice but to be able to respond 
Selected Change Management fundamentals that 
emphasise the importance of WHY 
HOW to use what we already know and HOW we 
can make Change work for us
Change yesterday, today and tomorrow and WHY we 
have no choice but to be able to respond
A Quiz – just for fun 
Please join in and help get us 
thinking about change.......... 
For each of the following inventions: 
1 – Guess the year 
2 – Describe the benefits 
3 – Describe the disbenefits (if any) 
Just put up your hand to answer a question and, 
of course, catch the microphone...........
The Steam Engine 
1699 1789 1712 1805 
Stott Park Bobbin Mill Steam Engine Chris Allen - From geograph.org.uk
Money 
c1000BC c5000BC 
c9000BC c1500BC 
A 640 BC one-third stater electrum coin from Lydia
Sliced Bread 
1920 1924 
1928 1930 
http://www.publicdomainpictures.net/view-image.php?image=26198
Roue primitive. John O'Neill, (User:Jjron) 
The Wheel 
c3500BC c1000BC c9500BC c1500BC
Gun Powder 
500 700 900 1100 
NASA -http://history.msfc.nasa.gov/rocketry/03.html
Nuclear Weapons 
1943 1944 1945 1946
Photo of Google Glass by Dan Leveille 
Google Glass 
2011 2012 2013 2014
The Telephone 
1876 
1816 1899 1801 
Alt Telefon Kornelia und Hartmut Häfele - http://www.pixeleye.com/
The Car 
1870 1885 1895 1899
The Internet 
1975 1980 1985 1990 
The Opte Project - Originally from the English Wikipedia
frequency 
8500BC 3500BC 2014 
0AD 
Change Density 
500 1000 1500 
year
Big Data 
The next big thing.......... 
Growth and Digitization of Global Information Storage Capacity; Source: 
http://www.martinhilbert.net/WorldInfoCapacity.html
Understanding the context for change (1) 
Economic lifecycle – long wave 
P: prosperity R: recession D: depression E: improvement 
Steam 
Engine, 
Cotton 
Railway, 
Steel 
Electrical 
Engineering, 
Chemistry 
Nikolai Kondratiev (1892–1938), Russian economist 
Petrochemicals, 
automobiles 
Information 
Technology 
1800 1850 1900 1950 1990 
1980
Understanding the context for change (2) 
Big Data Innovation and investment lifecycle 
Increasing 
Number of actors 
Competitiveness 
Time 
Survival of 
the fittest 
Not viable 
For new 
companies 
Poor investment 
2014 
Potential for large ROI 
Differentiation 
through quality 
Innovation Innovation 
& cost 
i.e. TQM & CMMI 
Differentiation through 
agility, innovation and 
adaptability 
2008
Ray Kurzweil 
Moore’s Law 
‘number of transistors in a computer chip will double every two years’
McKinsey & Company - September 2014 
In the years ahead, acceleration in the scope, scale, and 
economic impact of technology will usher in a new age of 
artificial intelligence, consumer gadgetry, instant 
communication, and boundless information while shaking up 
business in unimaginable ways. 
At the same time, the shifting locus of economic activity and 
dynamism, to emerging markets and to cities within those 
markets, will give rise to a new class of global competitors. 
Growth in emerging markets will occur in tandem with the rapid 
ageing of the world’s population—first in the West and later in 
the emerging markets themselves—that in turn will create a 
massive set of economic strains.
People 
Robots
Capitalism 
Hunter gatherer 
Subsistence living 
£ Capitalism 
£ 
Individual materialism
Our world
Stakeholder Capitalisation 
An alternative: 
B Corporations 
1,110 B Corporations 
35 Countries 
121 Industries 
1 Unifying Goal 
http://www.bcorporation.net/
B Corporations - Declaration of 
Interdependence 
We envision a new sector of the economy 
which harnesses the power of private enterprise to create public benefit. 
This sector is comprised of a new type of corporation —the B Corporation 
— which is purpose-driven, and creates benefit for all stakeholders, not just 
shareholders. 
As members of this emerging sector and as entrepreneurs and investors in 
B Corporations, 
We hold these truths to be self-evident: 
That we must be the change we seek in the world. 
That all business ought to be conducted as if people and place mattered. 
That, through their products, practices and profits, businesses should aspire 
to do no harm and benefit all. 
To do so, requires that we act with the understanding that we are each 
dependent upon another and thus responsible for each other and future 
generations.
B Corporation behaviours 
Choose people over machines 
Trade with other B Corporations 
Consistently consider the social consequences of change 
Ensure that all stakeholders have a ‘voice’ in the company 
Consider the impact of change on the environment 
Attract partners and customers who share their beliefs
Our ever changing world 
the predictable alongside the totally unexpected!
Retail Statistics 
Companies 
failing 
Stores 
Affected 
Employees 
Affected 
2014 (to Sept) 39 1,282 11,892 
2013 (12 months) 49 2,500 25,140 
2012 (12 months) 54 3,951 48,142 
2011 (12 months) 31 2,469 24,025 
2010 (12 months) 26 944 10,930 
2009 (12 months) 37 6,536 26,688 
2008 (12 months) 54 5,793 74,539 
2007 (12 months) 25 2,600 14,083 
Companies affected in the last five years have included Comet, JJB Sports, 
Phones 4U, Clinton Cards, Game, Borders, Barratts, Alexon, T J Hughes, Jane 
Norman, Habitat, Focus DIY, Floors-2-Go, the Officers Club, Oddbins, Ethel 
Austin, Faith Shoes, Adams Childrenswear, Thirst Quench, Stylo, Mosaic, 
Principles, Sofa Workshop, Allied Carpets, Viyella, Dewhursts, Woolworths, MFI, 
and Zavvi/Virgin Megastore.
Goal 
Change 
Management 
Effort Knowledge
Sad fact about our ability to manage 
change 
De Loite 
Standish 
McKinsey 
PWC 
etc 
All report that 
c70% of change initiatives fail
Reasons for poor change performance 
= CHANGE 
X = CONFUSION 
= X ANXIETY 
CHANGE X 
= GRADUAL 
X = FRUSTRATION 
X 
= FALSE 
STARTS
Selected Change Management fundamentals that 
emphasise the importance of WHY
Individuals and Change – a Curve 
Adams, Hayes & Hopson (1976)
Change Challenge - Organisations
Financial Management Factor 
£+ 
t 
£- 
Change Benefits
Apparent 
‘equilibrium’ 
Refreeze 
Kurt Lewin’s change model: 
Change 
Unfreeze 
Lewin, K (1952) Field Theory in Social Science
IP2 Spectrum of Public Participation 
IAP2: the International Association for Public Participation is the pre-eminent 
international organization promoting public participation 
Increasing Level of Public Impact 
Inform 
Consult 
Involve 
Collaborate 
Empower 
http://www.iap2.org/
HOW to use what we already know and HOW we 
can make Change work for us
APM’s Revised Competency Framework 
26 competency areas in four domains 
Governance 
Planning and control 
Managing others 
Professionalism 
It incorporates: 
Proj, Prog & Portfolio Management & PMO 
It does not incorporate 
Change Management 
Benefits Realisation Management
Significant Organisational Disciplines 
Organisation 
Business Change 
Management 
Benefits Realisation 
Management 
3P [initiatives] 
Organisational 
Change 
Management
Sphere of influence and accountability 
Organisational Change 
Management 
Objectives 
Portfolio 
Management 
Vision 
Strategy 
Benefits 
Requirements 
Objectives 
Achieved 
Benefits 
Realisation 
Vision 
Realised 
P2 
Business Change 
Management 
Outcomes 
Capabilities 
Benefits 
Management 
Enablers 
Organisational Change Lifecycle
An Organisational Change Lifecycle 
2 
Organisation 
Vision 
1 
Operating 
environment 
SWOT analysis 
Business 
Objectives 
Strategic 
Objectives 
Business 
Benefits Enabling 
Change 
Requirements 
3 
4 
5 
6 
Enabling Change 
Requirements 
Specification & 
Blueprint 
High Level 
Design 
Detailed 
Design 
Enabler 
Production 
Project(s) 
Requirements 
(Outputs) 
Programme 
Requirements 
(Capabilities) 
Project(s) 
Plans 
10 
9 Strategic 
Capabilities 
Outcomes 
8 
Outcomes 
7 
Capabilities 
Outputs 
Benefits 
Realisation 
Business 
Objectives 
Achieved 
Objectives 
Achieved 
Value Management 
Agile Management
Project, Programme, Portfolio Relationship 
Programmes [MSP, 2011] 
Projects [APM, BoK6] 
Business Change 
Managers responsible 
for benefits realisation 
Organisational 
Strategy 
Portfolio
Significant Organisational Disciplines 
The implied order of precedence describes the need for 
organisational change activity to be focused on business 
needs.
Benefits Management - Dependencies 
How effective BRM can be is wholly dependant on the 
capability maturity in the other disciplines 
Unless the enabling changes are fit for purpose and delivered 
along with the required transition support products then 
Benefits Realisation will not happen 
Unless change initiatives are managed within organisation-wide 
change policy and methods with due respect for people 
then Benefits Realisation performance will be impaired 
Unless the Business is ready to take and incorporate the 
enabling changes Benefits Realisation will not happen
Experiential learning – a necessary cultural leap 
“Insanity: doing the same thing over and over again and expecting 
different results.” 
Albert Einstein 
“Anyone who has never made a mistake has never tried anything new.” 
Albert Einstein 
“To err is human, to forgive, divine.” 
Alexander Pope 
“We learn from failure, not from success!” 
Bram Stoker 
“Success does not consist in never making mistakes but in never making 
the same one a second time.” 
George Bernard Shaw
Capability Maturity Levels 
Maturity Levels Characteristics 
1 
22 
55 
44 
33 
Emphasis on continuous 
improvement 
Process measured 
and statistically controlled 
Process characterized for the 
organization and is proactive 
Process characterized for 
projects and is often reactive 
Process unpredictable, poorly 
controlled and reactive 
Optimizing 
Quantitatively Managed 
Defined 
Managed 
Initial
Significant Organisational Disciplines 
Organisation 
Business Change 
Management 
Benefits Realisation 
Management 
3P [initiatives] 
Organisational 
Change 
Management
Capability Maturity Approach to BRM 
Reasons for using capability maturity approach: 
• capitalises on pre-existing wealth of continuous improvement 
knowledge 
• respects the variable nature of organisational capability maturity 
• provides a reference point from which to identify capability 
improvement needs 
• provides an aiming point for the development of capability needs 
• enables organisations to prioritise their areas of need 
• accommodates the behavioural change required to maximise BRM 
method
Strategic Direction 
Vision 
“Describes an end state. Short, inspirational, aspirational and memorable. 
The cornerstone for delivery of a strategy” 
Strategic Objectives POLITICS EXAMPLE
BRM Process Overview 
Assures that an organisation’s investment in change is wholly beneficial and aligned to its 
business development strategy 
Vision 
Strategic 
Objectives 
Functional 
Objectives 
Manage 
Benefits 
Changes
A Benefits Management Model 
5 
Practices 
7 
Principles
Benefits Management – 5 Practices 
Benefits 
Management 
Practices 
Identify & Quantify 
Value & Appraise 
Plan 
Realize 
Benefits Review 
Management 
Practices
Benefits Management - 7 Principles 
Align benefits with strategy 
Start with the end in mind 
Utilize successful delivery methods 
Integrate benefits with performance management 
Manage Benefits from a portfolio perspective 
Apply effective governance 
Develop a value culture
Benefits Management – Line of Sight
Benefits Realisation and Stakeholders
BRM enables us to make considered choices 
Organisation’s 
objectives 
Benefits 
Benefits 
£ 
It might not appear to be a change driver today but through 
regulation, growing social conscience or imperative, the capability 
to balance the benefits ‘tally’ will be a significant differentiator
Summary 
Change yesterday, today and tomorrow and WHY we 
have no choice but to be able to respond 
Selected Change Management fundamentals that 
emphasise the importance of WHY 
HOW to use what we already know and HOW we 
can make Change work for us
The need for Why and the 
importance of How! 
Questions? 
Neil White 
Managing Director – ChangeVista Ltd 
07890397046

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Enabling change: the need for WHY and the importance of HOW

  • 1. The need for Why and the importance of How! Neil White Managing Director – ChangeVista Ltd 07890397046
  • 2. Neil White Change Management Specialist 20+ yrs RAF (Engineering+) Change Management for last 20yrs Business Improvement (SEI CMMI) - Assessment Team Lead Transformation Change Manager Benefits & Business Change MSc Change Management ‘an ardent believer that the ability to change is more important than the required changes themselves’ Association for Project Management (APM) Enabling Change SIG – Change Futures Pillar lead Benefits Management SIG - Secretary
  • 3. Adapted from an old adage of my youth: Look after the ‘Why’ and the ‘How’ and the Who, Where, When and What will take care of themselves
  • 4. The simple truth about change ‘the only constant in life is change itself’ Herakleitos of Ephesus (c.535 BC -475 BC) Greek philosopher
  • 5. Three distinct agenda ‘topic areas’ Change yesterday, today and tomorrow and WHY we have no choice but to be able to respond Selected Change Management fundamentals that emphasise the importance of WHY HOW to use what we already know and HOW we can make Change work for us
  • 6. Change yesterday, today and tomorrow and WHY we have no choice but to be able to respond
  • 7. A Quiz – just for fun Please join in and help get us thinking about change.......... For each of the following inventions: 1 – Guess the year 2 – Describe the benefits 3 – Describe the disbenefits (if any) Just put up your hand to answer a question and, of course, catch the microphone...........
  • 8. The Steam Engine 1699 1789 1712 1805 Stott Park Bobbin Mill Steam Engine Chris Allen - From geograph.org.uk
  • 9. Money c1000BC c5000BC c9000BC c1500BC A 640 BC one-third stater electrum coin from Lydia
  • 10. Sliced Bread 1920 1924 1928 1930 http://www.publicdomainpictures.net/view-image.php?image=26198
  • 11. Roue primitive. John O'Neill, (User:Jjron) The Wheel c3500BC c1000BC c9500BC c1500BC
  • 12. Gun Powder 500 700 900 1100 NASA -http://history.msfc.nasa.gov/rocketry/03.html
  • 13. Nuclear Weapons 1943 1944 1945 1946
  • 14. Photo of Google Glass by Dan Leveille Google Glass 2011 2012 2013 2014
  • 15. The Telephone 1876 1816 1899 1801 Alt Telefon Kornelia und Hartmut Häfele - http://www.pixeleye.com/
  • 16. The Car 1870 1885 1895 1899
  • 17. The Internet 1975 1980 1985 1990 The Opte Project - Originally from the English Wikipedia
  • 18. frequency 8500BC 3500BC 2014 0AD Change Density 500 1000 1500 year
  • 19. Big Data The next big thing.......... Growth and Digitization of Global Information Storage Capacity; Source: http://www.martinhilbert.net/WorldInfoCapacity.html
  • 20. Understanding the context for change (1) Economic lifecycle – long wave P: prosperity R: recession D: depression E: improvement Steam Engine, Cotton Railway, Steel Electrical Engineering, Chemistry Nikolai Kondratiev (1892–1938), Russian economist Petrochemicals, automobiles Information Technology 1800 1850 1900 1950 1990 1980
  • 21. Understanding the context for change (2) Big Data Innovation and investment lifecycle Increasing Number of actors Competitiveness Time Survival of the fittest Not viable For new companies Poor investment 2014 Potential for large ROI Differentiation through quality Innovation Innovation & cost i.e. TQM & CMMI Differentiation through agility, innovation and adaptability 2008
  • 22. Ray Kurzweil Moore’s Law ‘number of transistors in a computer chip will double every two years’
  • 23. McKinsey & Company - September 2014 In the years ahead, acceleration in the scope, scale, and economic impact of technology will usher in a new age of artificial intelligence, consumer gadgetry, instant communication, and boundless information while shaking up business in unimaginable ways. At the same time, the shifting locus of economic activity and dynamism, to emerging markets and to cities within those markets, will give rise to a new class of global competitors. Growth in emerging markets will occur in tandem with the rapid ageing of the world’s population—first in the West and later in the emerging markets themselves—that in turn will create a massive set of economic strains.
  • 25. Capitalism Hunter gatherer Subsistence living £ Capitalism £ Individual materialism
  • 27. Stakeholder Capitalisation An alternative: B Corporations 1,110 B Corporations 35 Countries 121 Industries 1 Unifying Goal http://www.bcorporation.net/
  • 28. B Corporations - Declaration of Interdependence We envision a new sector of the economy which harnesses the power of private enterprise to create public benefit. This sector is comprised of a new type of corporation —the B Corporation — which is purpose-driven, and creates benefit for all stakeholders, not just shareholders. As members of this emerging sector and as entrepreneurs and investors in B Corporations, We hold these truths to be self-evident: That we must be the change we seek in the world. That all business ought to be conducted as if people and place mattered. That, through their products, practices and profits, businesses should aspire to do no harm and benefit all. To do so, requires that we act with the understanding that we are each dependent upon another and thus responsible for each other and future generations.
  • 29. B Corporation behaviours Choose people over machines Trade with other B Corporations Consistently consider the social consequences of change Ensure that all stakeholders have a ‘voice’ in the company Consider the impact of change on the environment Attract partners and customers who share their beliefs
  • 30. Our ever changing world the predictable alongside the totally unexpected!
  • 31. Retail Statistics Companies failing Stores Affected Employees Affected 2014 (to Sept) 39 1,282 11,892 2013 (12 months) 49 2,500 25,140 2012 (12 months) 54 3,951 48,142 2011 (12 months) 31 2,469 24,025 2010 (12 months) 26 944 10,930 2009 (12 months) 37 6,536 26,688 2008 (12 months) 54 5,793 74,539 2007 (12 months) 25 2,600 14,083 Companies affected in the last five years have included Comet, JJB Sports, Phones 4U, Clinton Cards, Game, Borders, Barratts, Alexon, T J Hughes, Jane Norman, Habitat, Focus DIY, Floors-2-Go, the Officers Club, Oddbins, Ethel Austin, Faith Shoes, Adams Childrenswear, Thirst Quench, Stylo, Mosaic, Principles, Sofa Workshop, Allied Carpets, Viyella, Dewhursts, Woolworths, MFI, and Zavvi/Virgin Megastore.
  • 32. Goal Change Management Effort Knowledge
  • 33. Sad fact about our ability to manage change De Loite Standish McKinsey PWC etc All report that c70% of change initiatives fail
  • 34. Reasons for poor change performance = CHANGE X = CONFUSION = X ANXIETY CHANGE X = GRADUAL X = FRUSTRATION X = FALSE STARTS
  • 35. Selected Change Management fundamentals that emphasise the importance of WHY
  • 36. Individuals and Change – a Curve Adams, Hayes & Hopson (1976)
  • 37. Change Challenge - Organisations
  • 38. Financial Management Factor £+ t £- Change Benefits
  • 39. Apparent ‘equilibrium’ Refreeze Kurt Lewin’s change model: Change Unfreeze Lewin, K (1952) Field Theory in Social Science
  • 40. IP2 Spectrum of Public Participation IAP2: the International Association for Public Participation is the pre-eminent international organization promoting public participation Increasing Level of Public Impact Inform Consult Involve Collaborate Empower http://www.iap2.org/
  • 41. HOW to use what we already know and HOW we can make Change work for us
  • 42. APM’s Revised Competency Framework 26 competency areas in four domains Governance Planning and control Managing others Professionalism It incorporates: Proj, Prog & Portfolio Management & PMO It does not incorporate Change Management Benefits Realisation Management
  • 43. Significant Organisational Disciplines Organisation Business Change Management Benefits Realisation Management 3P [initiatives] Organisational Change Management
  • 44. Sphere of influence and accountability Organisational Change Management Objectives Portfolio Management Vision Strategy Benefits Requirements Objectives Achieved Benefits Realisation Vision Realised P2 Business Change Management Outcomes Capabilities Benefits Management Enablers Organisational Change Lifecycle
  • 45. An Organisational Change Lifecycle 2 Organisation Vision 1 Operating environment SWOT analysis Business Objectives Strategic Objectives Business Benefits Enabling Change Requirements 3 4 5 6 Enabling Change Requirements Specification & Blueprint High Level Design Detailed Design Enabler Production Project(s) Requirements (Outputs) Programme Requirements (Capabilities) Project(s) Plans 10 9 Strategic Capabilities Outcomes 8 Outcomes 7 Capabilities Outputs Benefits Realisation Business Objectives Achieved Objectives Achieved Value Management Agile Management
  • 46. Project, Programme, Portfolio Relationship Programmes [MSP, 2011] Projects [APM, BoK6] Business Change Managers responsible for benefits realisation Organisational Strategy Portfolio
  • 47. Significant Organisational Disciplines The implied order of precedence describes the need for organisational change activity to be focused on business needs.
  • 48. Benefits Management - Dependencies How effective BRM can be is wholly dependant on the capability maturity in the other disciplines Unless the enabling changes are fit for purpose and delivered along with the required transition support products then Benefits Realisation will not happen Unless change initiatives are managed within organisation-wide change policy and methods with due respect for people then Benefits Realisation performance will be impaired Unless the Business is ready to take and incorporate the enabling changes Benefits Realisation will not happen
  • 49. Experiential learning – a necessary cultural leap “Insanity: doing the same thing over and over again and expecting different results.” Albert Einstein “Anyone who has never made a mistake has never tried anything new.” Albert Einstein “To err is human, to forgive, divine.” Alexander Pope “We learn from failure, not from success!” Bram Stoker “Success does not consist in never making mistakes but in never making the same one a second time.” George Bernard Shaw
  • 50. Capability Maturity Levels Maturity Levels Characteristics 1 22 55 44 33 Emphasis on continuous improvement Process measured and statistically controlled Process characterized for the organization and is proactive Process characterized for projects and is often reactive Process unpredictable, poorly controlled and reactive Optimizing Quantitatively Managed Defined Managed Initial
  • 51. Significant Organisational Disciplines Organisation Business Change Management Benefits Realisation Management 3P [initiatives] Organisational Change Management
  • 52. Capability Maturity Approach to BRM Reasons for using capability maturity approach: • capitalises on pre-existing wealth of continuous improvement knowledge • respects the variable nature of organisational capability maturity • provides a reference point from which to identify capability improvement needs • provides an aiming point for the development of capability needs • enables organisations to prioritise their areas of need • accommodates the behavioural change required to maximise BRM method
  • 53. Strategic Direction Vision “Describes an end state. Short, inspirational, aspirational and memorable. The cornerstone for delivery of a strategy” Strategic Objectives POLITICS EXAMPLE
  • 54. BRM Process Overview Assures that an organisation’s investment in change is wholly beneficial and aligned to its business development strategy Vision Strategic Objectives Functional Objectives Manage Benefits Changes
  • 55. A Benefits Management Model 5 Practices 7 Principles
  • 56. Benefits Management – 5 Practices Benefits Management Practices Identify & Quantify Value & Appraise Plan Realize Benefits Review Management Practices
  • 57. Benefits Management - 7 Principles Align benefits with strategy Start with the end in mind Utilize successful delivery methods Integrate benefits with performance management Manage Benefits from a portfolio perspective Apply effective governance Develop a value culture
  • 58. Benefits Management – Line of Sight
  • 59. Benefits Realisation and Stakeholders
  • 60. BRM enables us to make considered choices Organisation’s objectives Benefits Benefits £ It might not appear to be a change driver today but through regulation, growing social conscience or imperative, the capability to balance the benefits ‘tally’ will be a significant differentiator
  • 61. Summary Change yesterday, today and tomorrow and WHY we have no choice but to be able to respond Selected Change Management fundamentals that emphasise the importance of WHY HOW to use what we already know and HOW we can make Change work for us
  • 62. The need for Why and the importance of How! Questions? Neil White Managing Director – ChangeVista Ltd 07890397046

Editor's Notes

  • #2: Speaking as a change manager so the success of change is my prime concern – not individual changes but all changes I have a clear understanding for myself of how organisations can cope and manage organisational change and would like to share it with you. As a keen supporter of the APM and its approach to P3 my presentation takes into account the P3 competency framework and uses it as enabler Questions during and after – but only easy ones My experience – not definitive but truly considered. When an organisation learns for itself where is the learning output stored? Partner – row remember. Ed Milliband moment so might use my notes Thank you for coming to hear me – much humility Not a master class but more food for thought This not about paying lip service to change – this is being very serious about change Whether we realise it or not we are increasingly all in this together
  • #3: Cut my own furrow Too many compromises Somebody has to occupy the ideal position During my CMMI days I conducted 100’s of interviews with project management personnel and have only recently understood how we were getting it wrong on those days. The Mantra was follow the process and don’t deviate. With the caveat that you could fix the process if it didn’t work. But insufficient process performance accountability and uber-bureaucracy meant that people became disenfranchised from their way of working. A product of learning and experience Passionate about change and want to see it succeed Not enamoured by change industry My motto where possible is of the people for the people
  • #4: What this does is respect the people associated with a change but also paves the way for their implication in the process. Give people the reason why and provide a confident framework then you have enabled an environment for collaboration and success People can be bombarded will al kinds of advice and guidance on the way they work and how best to change but in my experience they solid rationality to hang their own ‘hats’ on. Much respect should be given to people but not to give them an easy ride but to gain their buy-in and support for the change/ The aim of organisational change management is to enable a permanent and current understanding of why change is needed and how it will be achieved. To wait for each individual change before such enablement is attempted is quite frankly disrespectful to the people impacted by the changes and is not giving a change the best start in its live (cycle)
  • #5: Above all it is important to recognise this simple fact! Also There is quite simply no one way to do anything in the world of change management! N’t have to. We would not be investing in change if we did But if we do have to lets to it right and embrace it as an opportunity. Things that can improved with change: Trust Relationships Improved ways of working Sense of being valued Quality and amount of contribution Respect for our respective roles My own perspective is one of optimism coloured with dashes of pragmatism and idealism – somebody's got to reach for the stars.
  • #6: For the purpose of this presentation it is important keep in mind the following: CONTEXT In particular these three distinct area: The world we live in – what makes it tick, what is needed to survive The theory and derived methods How we use this understanding to chive change in our organisations Hopefully you will recognise when we move from one to the other
  • #8: A bit of fun – but with a serious side
  • #9: Benefits – much more power Disbenefits – birth of suburbanisation Jobs – neutral though saw many people change the nature of their work
  • #10: Benefits - able to trade without bartering goods. Able to buy services Disbenefits – it was easier to steal or counterfeit money than it was commodity that was being purchased Jobs – Money makers, more traders
  • #11: Benefits – convenience, less nasty knife injuries Disbenefits – mmmmmmmmmmmmmm Jobs – neutral?
  • #12: Benefit – move goods long distances with less labour. Could trade over longer supply lines. Disbenefits – people get run over Jobs – wheelwrights
  • #13: Benefits – fireworks Disbenefits – the birth of weapons of mass destruction Jobs – Munitions and firearms trade
  • #14: Benefits – world peace (irony), Disbenefits – weapons of mass destruction Jobs – development and manufacturing industries – great wealth generator
  • #15: Benefits – wearer constantly updated with information, much information can be rebroadcast Disbenefits – distraction of wearer Jobs – a few development, marketing and promotion jobs – robots manufacture items
  • #16: Benefits – birth of individual communications over long distances Disbenefits – harder to avoid people? Jobs – many jobs created in communications industry – wiremen, and manufactoring
  • #17: Benefits – mobilisation of nations Disbenefits – people got run over, pollution, reduction in need for horse Jobs – Car factories, component manufacturing, road improvement
  • #18: Benefits – worldwide communication and commerce, borders compromised Disbenefits – potential of mass promulgation of offensive material Jobs – very many IT industry jobs created
  • #20: Benefits – data to used identify social patterns and used to ‘steer’ commercialism Disbenefits – privacy and protection much harder, technological determinism Jobs – many development, marketing and promotion jobs but robots manufacture items A key point here is that very many products are being developed in R&D cycles What we will buying next year is already on the drawing board..............
  • #23: 1965 prediction by Gordon Moore – co-founder of intel
  • #25: The nature of change is changing. Inventions that drove manufacturing resulted in more jobs. The introduction of automation and latterly robotics new products displace the old labour intensive ways for working for People are the new universally configurable items. What are we going to do for jobs – stand around and let the robots do the work. There is only so much work for designers.... Henry Ford had the right idea – it might mass produce vehicles but he doubled the pay of his workers to ensure that he had customers for his cars. 3D printing set to revolutionise the way that products are invented and designed – rise of the cottage industry
  • #26: In a very short period of time we have had to contend with an amazing increase in the type of change that effects our lives – and there is much more to come. The drive for profitability forces organisations to seek ways of doing more with less – to exploit technology before the competition does Technology will drive the development of many new products which will continue to create great wealth - over the last 15 to 20 years it has resulted in a net reduction in jobs – contributes to the widening gap between the wealthy and the poor As we have seen, Robots are swamping the manufacturing world – for the products that we know today and the ones that yet to come - business are under great pressure to use them Unless you are one of the exceptional lucky ones who can design! there is strong possibility that your job will filled in the future by a machine People have become increasingly disposed towards self-interest rather than the greater good.
  • #27: Much more change is being considered to accommodate the ability of our planet to support us. Left un managed resources will become extinct and man will irreversibly damage the planet. Carbon Trading is a growing phenomenon. Greenhouse effect, global warming, renewable’s etc World economy Societies have a choice carry on exploiting the planet and its people or start investing in change that benefits the environment Rise of the social agenda B Corporations Stakeholder capitalisation
  • #28: As long as capitalism is driving our societies the need for change will be relentless. How ever there is a new way of thinking on the block.... Stakeholder capitalism – as opposed to Shareholder capitalisation
  • #31: There is no doubt about the increasing frequency and scale of change Spanish revolution 2011 – mass rallies mass unemployment Various countries bailed out by EU, Greece, Ireland, Portugal – total of 41! Problems in Egypt scottish vote Peoples expectations are increasing – look at Scottish vote Russian response to Ukraine Etc etc Retail casualties by the score
  • #33: A much used graphic of mine to illustrate benefit of change management Helps emphasise what is needed to ensure that change initiatives add value to the organisation
  • #37: Based on research done on people with terminal illnesses. Not all the phases will be experienced by everyone going through change and more pointedly, with mis-change management there wont necessarily be a happy outcome
  • #41: My own view is to maximise implication – get them involved – no place to hide. Bring people ‘up the change lifecycle’ Early involvement results in better commitment and informed solutions Inform – fact sheets, web sites Consult – Public comment, focus groups, surveys Involve – workshops, Collaborate – advisory committees, participatory decision making Empower – Citizen juries, Ballots, Delagated decision
  • #44: There is an issue of scale here Function versus discipline Discipline of only one or two people enables organisational learning A function is a bit black and white with little scope for reflection
  • #45: Although central to an organisations change initiative P2 must take its direction from and deliver to the business
  • #47: Portfolio of projects and programmes Real data is needed to tune the portfolio for maximum efficiency against business needs Tuning means prioritising objectives, benefits, changes (options)
  • #51: Capability Maturity approach applied to clearly defined disciplines I am not impressed with size and scale of burgeoning change management industry – if organisations place themselves of an experiential learning based trajectory then external support needs will be minimal Where they are required they will be better specified and orientated toward capability outcomes rather than individual changes
  • #52: There is an issue of scale here Function versus discipline Discipline of only one or two people enables organisational learning A function is a bit black and white with little scope for reflection
  • #55: Why im interested in BRM as a Change Manager Because it provides an opportunity to mitigate if not eliminate very many of the known change management problems ERP example People, behaviour, process, tools, location, technology........... Don’t place people in the position where they are using 5 WHYS technique to understand the changes that are happening The 5 Whys is an iterative question-asking technique used to explore the cause-and-effect relationships underlying a particular problem
  • #56: Identify & quantify – workshops benefits and non-benefits & quantify to increase accuracy Value & appraise – financial & non-financial benefits – cost benefit analysis – frameworks at org level Plan – validate, prioritise, pretransition planning, benefit measures. Leading and Lagging. Before during and after, stakeholder engagement, Accountability and and transparency of BRM. Mitigation of disbenefits Realize – benefits tracking and reporting – trend analysis. Review – review is a constant. Major stages reviews. Linked to project Gate process. Achieve lessons learned. Process improvement, forecasting improvement
  • #57: Identify & quantify – workshops benefits and non-benefits & quantify to increase accuracy Value & appraise – financial & non-financial benefits – cost benefit analysis – frameworks at org level Plan – validate, prioritise, pretransition planning, benefit measures. Leading and Lagging. Before during and after, stakeholder engagement, Accountability and and transparency of BRM. Mitigation of disbenefits Realize – benefits tracking and reporting – trend analysis. Review – review is a constant. Major stages reviews. Linked to project Gate process. Achieve lessons learned. Process improvement, forecasting improvement
  • #58: Align benefits with strategy – ensure benefits are realised evidence meeting of strategic objectives Start with the end in mind – ensure that projects and programmes are focussed on the delivery of benefits Utilize successful delivery methods – prince2/MSP/ unsuccessful delivery = no or limited benefits Integrate benefits with performance management – for efficiency and limit overhead and use of real operational data Manage Benefits from a portfolio perspective – benefits management is more effective if used on whole portfolio of change projects. Limits double counting. Lessons learned and communicated. Consistency. Apply effective governance – evidence that we are doing the right thing the right way. Clarity. Aligned. Even handed Develop a value culture – people understand the importance of business value and benefit and not simply change for changes sake i.e. New process or IT system.
  • #59: However they are achieved – i.e. In whatever order They must connect and be traceable back to the organisations strategy
  • #62: For the purpose of this presentation it is important keep in mind the following: CONTEXT In particular these three distinct area: The world we live in – what makes it tick, what is needed to survive The theory and derived methods How we use this understanding to chive change in our organisations Hopefully you will recognise when we move from one to the other
  • #63: Speaking as a change manager so the success of change is my prime concern – not individual changes but all changes I have a clear understanding of how organisations can cope and manage organisational change and I would like to share it with you. As a keen supporter of the APM and its approach to P3 my presentation takes into account the P3 competency framework and uses it to deliver the required changes We will cover a lot of ground and I would be pleased to answer any questions during or after the presentation and email queries most welcome. My chance to share some of the reason why I am interested in Change Management and why its must work harmoniously with P3M3. My experience and what I have witnessed for myself but in line with the best practice thinking behind modern change. This is not necessarily definitive but it considered. When learning comes into an organisation where does it reside. When an organisation learns for itself where is the learning output stored?