27.人才發展論壇-Mark Dorsett-如何運用變革管理取得項目成功？（44頁）.pdf

1、WHAT IS YOUR FINISH LINE?WHEN IS A PROJECT SUCCESSFUL?項目的重點是什么？項目的重點是什么？如何運用變革管理讓項目取得成功？如何運用變革管理讓項目取得成功？Mark DorsettEVP,Global BusinessL October 201927 OCTOBER 2019What is your finish line?項目的終點是項目的終點是什么什么?what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?

2、What is a project successful?33327 OCTOBER 2019what is your finish line?What is a project successful?27 OCTOBER 2019Typical project典型的項目典型的項目what is your finish line?What is a project successful?InitiatePlanDesignDevelopDeployKick offGeneralProjectLifecycleMajor events“Go Live”Most of our Projects大多

3、數的項目大多數的項目27 OCTOBER 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?What is your finish line?項目的終點是什么?ResultsOutcomesSustainmentRealizationBenefits*RequirementsOutputsSpecificationsInstallationSolutionPotential vs Kineti

4、c from Physics物理的勢能物理的勢能 vs vs 動能動能 Potential Energy:physics,potential energy is the energy possessed by an object because of its position relative to other objects,stresses within itself,its electric charge,or other factors Wikipedia 勢能：從物理意義上來說，勢能表示了物體在特定位置上所儲存的能量，描述了做功能力的大小。在適當的情況下，勢能可以轉化為諸如動能、內能

5、等其他能量。Kinetic Energy:In physics,the kinetic energy of an object is the energy that it possesses due to its motion Wikipedia 動能：從物理上來說，物體的動能是因其移動而具有。what is your finish line?What is a project successful?27 OCTOBER 2019Potential VS Kinetic勢能 VS 動能827 October 2019what is your finish line?What is a proj

6、ect successful?Adding Value Realization and Change Management加入加入價值實現價值實現和和變革管理變革管理Business ValueRealization實現商業價值ChangeManagement變革管理927 October 2019what is your finish line?What is a project successful?Essentials of Change Management變革管理的要點變革管理的要點27 OCTOBER 2019what is your finish line?What is a p

7、roject successful?How to Apply the Prosci ADKAR ModelFive Tenets of ChangeProsciMethodologyOverviewPhase 1:Preparing for ChangePhase 2:Managing ChangePhase 3:Reinforcing ChangeUnderstand the Why,What and How of Change Management了解為了解為什么什么、是什么是什么、如何做變革管理、如何做變革管理27 OCTOBER 2019what is your finish line

8、?What is a project successful?Prosci 3-Phase Process Prosci 變革管理的三階段流程變革管理的三階段流程31 OCTOBER 201911what is your finish line?What is a project successful?Phase 3:Reinforcing ChangePhase 2:Managing ChangePhase 1:Preparing for ChangeChange Management Strategy變革管理策略Readiness Assessments評估準備程度Integration i

9、nto Project Plan與項目計劃整合Communications Plan溝通計劃Sponsor Roadmap發起人路線圖Coaching Plan輔導計劃Training Plan培訓計劃Resistance Mgmt Plan阻力管理計劃Adoption,Usage Measurement采納和使用評估Sustainmen維持Lessons learned經驗教訓Prepare CM Team and Identify Sponsors準備變革管理團隊和確認發起人StrategyPlansSustainment27 October 2019what is your finish

10、 line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?Alignment of Works Streams 一致化工作流程一致化工作流程12InitiatePlanDesignDevelopDeployKick OffGo LivePhase 3:Reinforcing ChangePhase 2:Managing ChangePhase 1:Preparing for ChangeStrategy/策略Communications Plan

11、溝通計劃Sustainment/維持Sponsor Roadmap發起人路線圖Coaching Plan輔導計劃Training Plan培訓計劃Resistance Management Plan阻力管理計劃ADKAR27 October 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?Greatest Contributor to Success:#4成功的最大貢獻者成功的最大貢獻者#4

12、13#1 Sponsorship/發起人#5 Employee Engagement/員工參與#6 Communication/溝通#7 Middle Management Engagement/中層主管參與#2 Change Management Approach/變革管理方法#3 Change Management Resources/變革管理資源#4 Integrating with PM/與項目管理整合與項目管理整合The Goal:Employee adoption and usage目標：員工采納和使用Top Contributors to Success Relationship

13、 to Adoption and UsageCopyright 2016 Prosci Inc.Best Practices in Change Management 2016 Edition27 October 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?HOW TO INTEGRATE CM AND PM如何整合變革管理與項目管理如何整合變革管理與項目管理14DefiningThe

14、Elements of Successful Change定義成功變革的要素Integrating Change Management and Project Management整合變革管理與項目管理Understanding the Five Keys to Effective Integration理解有效整合的五個關鍵27 October 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successfu

15、l?HOW TO INTEGRATE CM AND PM如何整合變革管理與項目管理如何整合變革管理與項目管理27 OCTOBER 2019what is your finish line?What is a project successful?Current當前狀態Transition過渡狀態Future未來狀態CCCCCCCCCCCCCCCCCCCCCCCCCTTTTTTTTTTTTTTTTTTTTTTTTTFFFFFFFFFFFFFFFFFFFFFFFFFMade Up of Individual Changes由個人的變革組成Organizational Change組織的變革27 O

16、ctober 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?*Daryl ConnerCurrentState當前狀態TransitionState過渡狀態FutureState未來狀態Technical Side/技術層面技術層面People Side/人員層面人員層面Results/結果Outcomes/成果Success/成功Installation*安裝*Realization*實

17、現*Design/設計Deliver/交付Develop/開發Embrace/擁抱Use/使用Adopt/采納Successful Change Requires Both the Technical and People SidesSuccessful Change Requires Both the Technical and People Sides成功的變革同時需要技術與人員的變革成功的變革同時需要技術與人員的變革27 October 2019what is your finish line?What is a project successful?CurrentstateTransi

18、tionstateFuturestateProject ManagementChange ManagementProcess/流程:Initiation/啟動Planning/規劃Executing/執行Monitoring/controlling 監控Closing/結案Tools/工具:Statement of work/工作說明書Project charter/項目范圍Business case/業務案例Work breakdown structure/WBSBudget estimations/預算預估Resource allocation/資源配置Schedule/時程Trackin

19、g/追蹤Process/流程:Organizational/組織:Preparing for changeManaging changeReinforcing changeIndividual/個人:ADKARTools/工具:Individual change model/個人變革模型Readiness assessment/評估準備程度Communication plans/溝通計劃Sponsor roadmaps/發起人路線圖Coaching plans/輔導計劃Training plans/培訓計劃Resistance management/阻力管理Reinforcement/鞏固成果

20、Focus:Technical side of moving from current state to future stateFocus:People side of moving from current state to future statewhat is your finish line?What is a project successful?Successful Change Requires Both the Technical and People SidesSuccessful Change Requires Both the Technical and People

21、Sides成功的變革同時需要技術與人員的變革成功的變革同時需要技術與人員的變革27 OCTOBER 201927 October 2019what is your finish line?What is a project successful?Definition Comparison 定義上的差異定義上的差異Project Management項目管理is the discipline of initiating,planning,executing,controlling,and closing the work of a team to achieve specific goals a

22、nd meet success criteria.是一個團隊為啟動、規劃、執行、控制和結案來實現特定的目標和滿足成功要件的工作的專業。Change Management 變革管理is the application of a structured process and set of tools for leading the people side of change to achieve a desired outcome.是一個結構化的方法和一套工具用來領導人員方面的變革來達成期望的成果的應用。27 OCTOBER 2019what is your finish line?What is

23、 a project successful?27 October 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?Successful projects require all three corners of the Prosci PCT Model成功的項目需要同時具備成功的項目需要同時具備 Prosci PCT模型的三個角模型的三個角Prosci PCT Model27 October

24、 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?What Are We Trying to Achieve?我們嘗試達到的目標我們嘗試達到的目標?Organizational Benefits組織的利益Project Objectives項目的目標Revenue/營收Costs/成本Profits/獲利Efficiencies/效率Compliance/合規Safety/安全Process

25、 Excellence/卓越的流程Customer Satisfaction/客戶滿意Metrics and measurements of specific improvements/特定改善的指標和評估What the project is trying to deliver/項目所要交付的成果How the organization will be different after the change is implemented/變革實施后組織有什么不同27 October 2019what is your finish line?What is a project successfu

26、l?27 OCTOBER 2019what is your finish line?What is a project successful?Prosci ADKAR ModelProsci ADKAR ModelProsci ADKARProsci ADKAR模型27 October 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?HOW TO INTEGRATE CM AND PM如何整

27、合變革管理與項目管理如何整合變革管理與項目管理27 OCTOBER 2019what is your finish line?What is a project successful?Project Management and Change Management are complementary disciplines with a common objective項目管理與變革管理是兩個有共同目標的互補的專業27 OCTOBER 2019what is your finish line?What is a project successful?*Daryl ConnerCurrentSt

28、ate當前狀態TransitionState過渡狀態FutureState未來狀態Technical Side/技術層面技術層面People Side/人員層面人員層面Results/結果Outcomes/成果Success/成功Installation*安裝*Realization*實現*Design/設計Deliver/交付Develop/開發Embrace/擁抱Use/使用Adopt/采納FoundationFoundation of Integrationof Integration整合的根基整合的根基27 October 2019what is your finish line?Wh

29、at is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?Lets Walk Through This Together 讓我們一起走過讓我們一起走過12InitiatePlanDesignDevelopDeployKick OffGo LivePhase 3:Reinforcing ChangePhase 2:Managing ChangePhase 1:Preparing for ChangeStrategy/策略Communications Plan溝通計

30、劃Sustainment/維持Sponsor Roadmap發起人路線圖Coaching Plan輔導計劃Training Plan培訓計劃Resistance Management Plan阻力管理計劃ADKARThe Work Streams Are What We Can Integrate into the Project Plan工作流就是我們能夠整合到項目計劃中的內容27 October 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?

31、What is a project successful?Ability at Go Live ExerciseAbility at Go Live Exercise上線能力演練InitiatePlanDesignDevelopDeployKick OffGo Live1.Begin with key project events從項目關鍵活動開始ADKAR2.Lay in the individual milestones放入個人里程碑Phase 3:Reinforcing ChangePhase 2:Managing ChangePhase 1:Preparing for ChangeSt

32、rategyPlansSustainment4.Align organizational deliverables to drive individual milestones/調整組織的產出來驅動個人里程碑3.Consider differences in impacted groups/考量受影響群體的差考量受影響群體的差異異27 October 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project success

33、ful?How Can We Integrate Change Management into a Project要如何整合變革管理到項目計劃內要如何整合變革管理到項目計劃內Project ManagementDesign,Develop and Deliver Solution Effectively有效的設計、開發和交付解決方案Change ManagementSolution is Embraced,Adopted and Used Proficiently擁抱、采納和熟練的使用解決方案People人員Processes流程Tools工具27 October 2019what is yo

34、ur finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?Integrating CM&PM整合變革管理與項目管理整合變革管理與項目管理Project ManagementDesign,Develop and Deliver Solution Effectively有效的設計、開發和交付解決方案Change ManagementSolution is Embraced,Adopted and Used Proficiently擁

35、抱、采納和熟練的使用解決方案People人員Processes流程Tools工具DidDidntAnd it mattered:這很重要：“Good”or“Excellent”CM良好和優異的變革管理71%Integrated CM&PM整合變革管理和項目管理DidDidnt?27 OCTOBER 2019what is your finish line?What is a project successful?Integrating CM&PM整合變革管理與項目管理整合變革管理與項目管理PMCMPMCMPMCMProcess Dimension流程維度Integrate Plans整合計劃A

36、lign Timelines對齊時間軸Sequence Tasks工作排序Add Deliverables加入產出20172018JFM AMJJASONDJFM AMJJASONDInitiatePlanDesignDevelopDeployP2 Managing ChangeP3 Reinforcing ChangeP1 Preparing for Change27 OCTOBER 2019what is your finish line?What is a project successful?Change Management Activities Project Management

37、 Activities Initiate ProjectScope ProjectConduct readiness assessments and impact analysisIdentify and begin building sponsor coalitionSelect and prepare change management teamPlan ProjectIdentify and address anticipated resistanceCommunicate why change is happening(sponsors)Establish objectivesDocu

38、ment approachDefine team and budget requirementsDevelop SolutionIdentify training requirements and develop trainingEvaluate alternativesArchitect solutionContinue communications,sponsorship and coaching activitiesDesign SolutionPrepare and equip managers and supervisorsLaunch group and coaching sess

39、ionsReinforce key messages(sponsors)Continue communications and sponsorship activitiesBenchmark and gather dataGenerate ideas and select conceptsModel solutionsDocument requirementsContinue communications and sponsorship activities27 October 2019what is your finish line?What is a project successful?

40、27 OCTOBER 2019what is your finish line?What is a project successful?HOW TO INTEGRATE CM AND PM如何整合變革管理與項目管理如何整合變革管理與項目管理27 OCTOBER 2019what is your finish line?What is a project successful?Prerequisites to Integration 整合的門檻需求整合的門檻需求Both teams are focused on results and outcomes兩個團隊都專注在結果與產出There is

41、 a structured approach to change management有一個變革管理結構化方法27 October 2019what is your finish line?What is a project successful?27 OCTOBER 2019what is your finish line?What is a project successful?5 Keys to Effective Integration5 個有效整合的關鍵個有效整合的關鍵獲得項目團隊的認同和支持高層領導的支持范圍、時間點和優先順序如何整合的方向明確的角色定義27 OCTOBER 201

42、9what is your finish line?What is a project successful?by connecting to what the project team cares aboutMake Change Management meaningful and realSupport and Buy-In from Project Teams取得項目團隊的支持1依靠關聯到項目團隊所關心的事情，讓變革管理真實且有意義。27 OCTOBER 2019what is your finish line?What is a project successful?48%62%70%

43、81%0%100%PoorFairGoodExcellent14%32%52%71%0%100%PoorFairGoodExcellent15%42%76%94%0%100%PoorFairGoodExcellent0%100%PoorFairGoodExcellent Improve project results and outcomes 改善項目結果和產出 Drive benefit realization and financial return 驅動利益實現和財務回報 Minimize risks/最小化風險 Reduce“re”costs 降低“重做”成本Met or exceed

44、ed objectives達成或超越目標On schedule按時完成On budget在預算內完成Change Management EffectivenessSupport and Buy-In from Project Teams獲得項目團隊的支持獲得項目團隊的支持127 OCTOBER 2019what is your finish line?What is a project successful?Prosci PCT ModelCommunicate directly with employees.與員工直接溝通Participate actively and visibly th

45、roughout the project.在整個項目過程中積極可見Build a coalition of sponsorship with peers and managers.建立同儕和管理者之間的發起人聯盟2Support From Leadership高層領導的支持高層領導的支持27 OCTOBER 2019what is your finish line?What is a project successful?Support From Leadership高層領導的支持高層領導的支持227 OCTOBER 2019what is your finish line?What is a

46、 project successful?Proactive(not fire fighting)主動（不是救火隊）（不是救火隊）“Adoption and usage”from the beginning從開始就采納和使用64%56%49%37%that met or exceeded objectives%達成或超越目標0%Scope,Timing,and Prioritization范圍、時間點及優先順序范圍、時間點及優先順序327 OCTOBER 2019what is your finish line?What is a project successful?Project Manag

47、ementDesign,Develop and Deliver Solution Effectively有效的設計、開發和交付解決方案Change ManagementSolution is Embraced,Adopted and Used Proficiently擁抱、采納和熟練的使用解決方案People人員Processes流程Tools工具Direction on How to Integrate整合的方向及方法整合的方向及方法427 OCTOBER 2019what is your finish line?What is a project successful?Execs&Seni

48、or LeadersFront-Line Middle Managers&SupervisorsChange resource/teamProject TeamProjectSMEs and supportStructure Enable架構賦能Integrate Focus專注在整合Expertise Experience專家經驗Organization Structure組織架構Change Structure/變革架構Role Definition and Clarity 明確的角色定義明確的角色定義527 OCTOBER 2019what is your finish line?Wha

49、t is a project successful?HOW TO INTEGRATE CM AND PM如何整合變革管理與項目管理如何整合變革管理與項目管理42what is your finish line?What is a project successful?PMCMIntegrating Change Management&Project ManagementDefining Change Management within the context of your projectCost Benefit AnalysisDelivering Project Results(DPR)Workshop27 OCTOBER 201927 OCTOBER 2019what is your finish line?What is a project successful?