MANAGING CHANGE CONSIDERATIONS
In any change management project, whether it involves people, policies, processes, systems, technology, or ways of working, it’s important to consider more than just the technical delivery. Understanding how changes impact people is crucial because changes in culture affect people’s sense of belonging, identity, responsibility, and fit within the organization.
To ease concerns and resistance, it’s beneficial to have a communication plan and a change management plan. These help people understand what will change, what will stay the same, the benefits of the change, and any potential downsides. Providing training, supervision, support, coaching, and mentoring can help protect their roles and respect their place in the organization while building confidence and psychological safety. This support also helps increase their ambition, resilience, capacity, and competence, encouraging them to embrace and benefit from the change.
CHANGE MANAGEMENT AWARENESS TOOLS
For workshops focused on change awareness and managing change, it’s beneficial to include a variety of change models, tools, and templates that offer both theoretical understanding and practical application. Here’s a comprehensive list that could be covered across different workshops:
Change Models
1. Kotter’s 8-Step Change Model A sequential approach that provides steps starting from creating urgency to embedding the changes into the culture.
2. Lewin’s Change Management Model A simple framework involving unfreeze, change, and refreeze stages.
3. ADKAR Model (Awareness, Desire, Knowledge, Ability, Reinforcement) Focuses on individuals’ needs during change.
4. Bridges’ Transition Model Emphasizes the emotional transition individuals experience during change.
5. The McKinsey 7-S Model Addresses seven interdependent factors that are categorized as either “hard” or “soft” elements: strategy, structure, systems, shared values, skills, style, and staff.
6. Nudge Theory Utilizes positive reinforcement and indirect suggestions to influence behavior and decision making.
Tools
1. Stakeholder Analysis Tools To identify and understand the impact on various stakeholders and their influence over the change process.
2. Change Impact Assessment Tools To evaluate the potential impacts of change initiatives on different areas of the organization.
3. Readiness Assessments To gauge the organization’s preparedness for change, identifying potential challenges and resistance.
4. Communication Planning Tools For crafting effective messages and determining communication channels that will best reach all parts of the organization.
5. Risk Management Tools To anticipate, mitigate, and manage risks associated with change.
6. Project Management Software Such as Asana, Trello, or Microsoft Project to plan, execute, and track change management activities.
Templates
1. Change Management Plan Template A document that outlines the steps necessary to achieve successful change, including timelines, roles, and responsibilities.
2. Communication Plan Template Outlines how, when, and what information will be communicated to the stakeholders during the change process.
3. Training Plan Template Designed to assist in planning the training requirements necessary for effective change implementation.
4. Stakeholder Engagement Plan Template Details strategies for engaging different stakeholders throughout the change process.
5. Impact Analysis Template Used for identifying potential consequences of the change, whether they be positive or negative, and developing strategies to handle them.
6. Risk Assessment Template For identifying and assessing risks, providing strategies for risk mitigation.
Metrics and Measurement Tools
1. KPIs (Key Performance Indicators) Specific metrics chosen to track the success of the change process.
2. Employee Feedback Tools Surveys, focus groups, and interviews to gather feedback from employees on the change process.
3. Benchmarking Tools Comparing current change management practices against best practices or successful case studies.
Incorporating these models, tools, and templates into the workshops will provide participants with a comprehensive understanding of how to approach, manage, and sustain change in an organization. It ensures they leave equipped not only with knowledge but also with practical tools that can be applied in real-world situations.
CHANGE MANAGEMENT WORKSHOPS
Creating an effective workshop series on Change Awareness for different groups within an organization involves designing content that resonates with the unique roles and responsibilities of each group. Here’s a suggested content format and style outline for the three workshops targeting leadership, HR, and management staff:
Workshop 1: Leadership Driving Change
Objective: Equip organizational leaders with the tools and insights needed to effectively drive and support change.
1. Introduction
Overview of the change process.
Importance of leadership in successful change management.
2. Vision Casting
Defining and communicating the vision for change.
Interactive session: Leaders articulate their vision in small groups.
3. Leadership Strategies for Change
Identifying and overcoming resistance to change.
Case studies: Successful change initiatives led by leaders.
4. Building a Change-Ready Culture
Role of leadership in fostering a change-ready culture.
Workshop activity: Creating a roadmap for building and sustaining a change-ready environment.
5. Feedback and Q&A
Open discussion and feedback session.
Q&A to address specific concerns or ideas from participants.
Workshop 2: HR Department Facilitating Change
Objective: Provide HR professionals with skills and strategies to facilitate change and support both leaders and staff through transitions.
1. Introduction
Role of HR in change management.
Overview of change models and theories relevant to HR.
2. Communication and Engagement
Effective communication strategies during change.
Workshop activity: Drafting a communication plan for an upcoming change.
3. Training and Support Systems
Developing training programs to aid transition.
Group discussion: Identifying support needs of staff during change.
4. Measuring Impact and Feedback
Tools for measuring change impact and employee feedback.
Interactive session: Using feedback to improve change processes.
5. Closing and Q&A
Recap of key strategies and tools.
Q&A and open discussion for addressing specific HR challenges in change management.
Workshop 3: Management Staff Implementing and Experiencing Change
Objective: Prepare management staff to implement change effectively and navigate their roles as both change agents and recipients.
1. Introduction
Understanding the role of management in change.
Impact of change on daily operations.
2. Change Leadership for Managers
Skills for leading teams through change.
Role-playing activity: Managing team reactions to hypothetical change scenarios.
3. Practical Tools for Managers
Tools and techniques for managing change at the team level.
Workshop activity: Developing a mini-change management toolkit.
4. Coping with Change
Personal and professional impacts of change on managers.
Group discussion: Sharing experiences and strategies for coping with change.
5. Feedback, Q&A, and Closure
Gathering feedback on the workshop and the change processes.
Final Q&A session for addressing lingering concerns.
Each workshop should be interactive, incorporating real-life examples, group discussions, role-plays, and activities that encourage active participation and practical learning. This format helps ensure that each group not only understands their role in change management but also feels equipped to act effectively in those roles.
CHANGE CREDENTIALS
Summary
I am an MBA-qualified management consultant and project manager, with certifications in PRINCE2 and Scrum Agile. I specialize in strategy implementation and project delivery, focusing on organizational goals, key performance indicators, and objectives across all areas. I am also an APMG-qualified change manager, an ICF coach, and a certified mediator, with additional qualifications in mental health first aid and therapeutic interventions.
My expertise covers various aspects of organizational change including privatizations, mergers and acquisitions, business integrations, and technology changes. I have helped organizations grow from startups to mid-sized and large companies, often involving changes to the operating model, ownership, and product or service structures.
I understand the importance of addressing the human side of change. I focus on the needs for learning and development, helping individuals manage anxiety and concerns about change by providing the necessary tools, training, and support for psychological safety and growth.
Additionally, I have experience as a Chartered Management Institute Lecturer, teaching levels 3, 5, and 7, which complements my skills as a project and change manager. I often train change teams and support change managers, enabling organizations to sustain future changes independently. My role often involves kickstarting processes in growth programs or mergers and acquisitions, then developing skills within the organization for ongoing success.
QUALIFICATIONS
MBA, Chartered BCS,
PRINCE2 & APMG Change Practitioner
Lean Processes-Greenbelt
Scrum/Agile
First Aid for Mental Health
Certificate in Applied Therapeutic Skills
Mediation Practitioner