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Practical Change Management for IT Projects

Book Description

Transform your IT project and make change stick with this step-by-step guide

  • Ensure your IT project is a long-term success by creating a comprehensive Change Management plan

  • Build support for your project and new system with both leadership and end users

  • Full of easy to use templates, tips for success, practical examples, and insider know-how from a Change Management consultant to several Fortune 500 companies

  • In Detail

    Transform your IT project and make change stick with this step-by-step guide.

    In today’s fast-paced world of change, companies expect you to do more, with less. Drawing on over a decade of Change Management experience as a consultant with Fortune 500 companies including IBM and NCR, Emily Carr shares the secrets to making change happen smoothly.

    If your company is like most, the number one reason that projects have failed over the years don’t have to do with technology. They have to do with people. People didn’t like the new technology. People weren’t trained properly on the change. People hadn’t received adequate communications and didn’t understand the change. Sound familiar?

    Project teams rarely forget to work on the technology, but they often forget to work with the people, and no matter how amazing your new technology is, it’s useless unless people use it efficiently.

    This book will help you focus on the people.

    Packed with templates, checklists, and real-life examples, this user-friendly guide will provide you with the insights and guidance of an expert consultant, for a fraction of the price. You’ll follow a clearly laid out path from Change Management novice to confident and prepared change manager. You’ll be introduced to the Five Pillars of Change: Sponsorship, Stakeholder Management, Communication, Training, and Organization Design. You will work step-by-step through templates in each pillar to build and run a comprehensive Change Management plan tailor-made to your project and organization.

    About the Author

    Emily Carr has been working as a Change Management consultant for over a decade. As a consultant, she has worked with Fortune 500 companies to develop and execute successful Change Management, communications, and training programs for large-scale business and IT projects. These programs have had global reach across the United States, Australia, India, Eastern Europe, and the Middle East. Emily is also the author of the popular Change Management blog, Practical Change Management.

    Table of Contents

    1. Practical Change Management for IT Projects
      1. Practical Change Management for IT Projects
      2. Credits
      3. About the Author
      4. About the Reviewers
      5. Preface
        1. How to use this book
        2. Case study
          1. The challenge
          2. The change
          3. The benefits
          4. The situation
          5. Exercise – 20/20 hindsight
        3. Getting started
        4. What this book covers
        5. Who this book is for
        6. Conventions
        7. Reader feedback
        8. Piracy
      6. 1. What is Change Management?
        1. Exercise – defining success
        2. The Pillars of Change
        3. Why Change Management is important to project success
        4. Change Management and the project team
        5. Exercise – team integration
          1. Sample solution
        6. Exercise – supporting Change Management
        7. Summary
      7. 2. Establishing the Framework for Change
        1. Remembering the emotional side of change
          1. Using the See – Feel – Change framework
          2. Using the Rider, Elephant, Path framework
          3. Exercise – developing a three-pronged change strategy
          4. Sample solution
        2. Integrating beyond your project team
          1. Corporate Communications
            1. Checklist: Questions to discuss with the Corporate Communications team
          2. Corporate Training
            1. Checklist – Questions to discuss with the Corporate Training team
          3. Other project teams
            1. Checklist – Questions to discuss with other project teams
          4. Exercise – developing partnerships
            1. Sample solution
        3. Organization design
        4. Who is your Human Resources partner?
        5. Are job descriptions going to change?
        6. Exercise – updating job descriptions
        7. Sample solution
        8. Do you have the right number of people with the skills of the future?
          1. Can you repurpose current employees?
          2. Do you need to let anyone go?
        9. How will your run team be structured?
        10. What will your support organization look like?
          1. Exercise – designing your ideal organization
            1. Sample solution
        11. Summary
      8. 3. Building Sponsorship for the Change
        1. Why do we need a change network?
        2. Steering committee
          1. Their role
          2. Characteristics
          3. Their activities
          4. How to support them
          5. Exercise – working with the steering committee
            1. Sample solution
        3. Executive sponsors
          1. Their role
          2. Characteristics
          3. Their activities
            1. Building morale on the project team
            2. Supporting the change in the organization
            3. Advocating with the steering committee
          4. How to support them
          5. Exercise – working with your executive sponsors
            1. Sample solution
        4. Change Agents
          1. Their role
          2. Characteristics
          3. Their activities
          4. How to support them
          5. Exercise – building your change agent network
            1. Sample solution
        5. Super users
          1. Their role
          2. Characteristics
          3. Their activities
          4. How to support them
          5. Exercise – building your super user network
            1. Sample solution
        6. A final note on sponsors
        7. Summary
      9. 4. Managing Your Stakeholders
        1. Conducting a stakeholder analysis
          1. Exercise – analyzing your stakeholders
            1. Sample solution
        2. The change curve
          1. Change and grief
          2. The classic change curve
        3. Understanding the stages of change
          1. Unawareness
            1. Behavior
            2. Exit criteria
          2. Awareness
            1. Behavior
            2. Exit criteria
          3. Understanding
            1. Behavior
            2. Exit criteria
          4. Exploration
            1. Behavior
            2. Exit criteria
          5. Adoption
            1. Behavior
            2. Exit criteria
          6. Exercise – mapping current versus desired progress
            1. Sample solution
        4. Surviving the Valley of Despair
        5. Conducting a change impact assessment
          1. Tools and technology
            1. Exercise – identifying the impact on the tool
              1. Sample solution
          2. Process
            1. Exercise: Identifying the impact on process
              1. Sample solution
          3. People
            1. Exercise – identifying the impact on people
              1. Sample solution
        6. Including end users in the change process
          1. Exercise – including end users in the change process
            1. Sample solution
        7. Working with the project team
          1. Dealing with a difficult project
          2. Motivating the team
        8. Summary
      10. 5. Communicating the Change
        1. The importance of two-way communication
        2. Push versus pull communication
        3. Breaking through the noise
        4. Conducting an audience analysis
          1. Exercise – conducting an audience analysis
            1. Sample solution
        5. Conducting a vehicle analysis
          1. Exercise – conducting a vehicle analysis
            1. Sample solution
        6. Communication messages by project phase
          1. Analyze
          2. Design
          3. Build
          4. Test
          5. Implement
          6. Maintain
        7. Gathering feedback
          1. Feedback methods
            1. Dedicated e-mail address
            2. General surveys
            3. Event-specific surveys
            4. Focus groups
            5. Suggestion box
            6. Change agents and super users
          2. Responding to feedback
          3. Incorporating feedback into your plan
        8. Creating the communication plan
          1. Exercise – creating the communication plan
            1. Sample solution
        9. Writing good communication
          1. Exercise – writing a communication message
        10. Summary
      11. 6. Using Training to Prepare Your Stakeholders
        1. The importance of training
        2. Building knowledge through blended learning
          1. Exercise – how does your organization learn?
        3. Identifying your training audience
          1. Exercise – matching training groups to the blended learning approach
            1. Sample solution
        4. Gathering training input
        5. Planning for training development
          1. Exercise – estimating training development time
        6. Planning for training delivery
          1. Planning training materials
          2. Planning training facilities
          3. Scheduling participants
          4. Scheduling and supporting trainers
            1. Exercise – beginning your training delivery plan
        7. Evaluating participants
          1. Exercise – creating your evaluation stance
        8. Building continuous improvement into training
          1. Evaluating the training
          2. Piloting training
          3. Improving the training
            1. Exercise – planning for improvement
        9. Developing a sustainable training program
          1. Why sustainable training is necessary
          2. Making training sustainable
            1. Exercise – making your training sustainable
        10. Summary
      12. 7. Ready, Set, Change
        1. Putting it all together – consolidating your templates
        2. Top tips by chapter
          1. Chapter 1 – What is Change Management?
          2. Chapter 2 – Establishing the Framework for Change
          3. Chapter 3 – Building Sponsorship for the Change
          4. Chapter 4 – Managing Your Stakeholders
          5. Chapter 5 – Communicating the Change
          6. Chapter 6 – Using Training to Prepare Your Stakeholders
        3. Spreading the word about Change Management
        4. Summary