Involving the Business

Objectives

After completing this lesson, you will be able to:
  • Establish a change network to scale organizational change management
  • Describe strategies to upskill and motivate change agents
  • Identify use cases for a pulse check and set up the survey

Implement a Change Network

Objectives of the Change Network Implementation

The 4S project impacts a broad range of users at different locations and in different business functions. Addressing all user groups appropriately and winning them over to support the change requires a specific approach to scale change management activities across the organization. Sandra and Paul, as change managers, are responsible for building the conceptual foundation for this approach. However, it takes additional resources for a successful execution. Implementing a change network with decentralized change agents can help, for example, in delivering local communication efforts. Furthermore, change agents often act as a linchpin between the project team and the business units. By collecting and consolidating employees’ wishes and concerns, they provide valuable input to the project team, represent their respective unit, and allow users’ indirect participation.

Situation at BriscoBikes

Sandra and Paul have already developed a role description for the change agent. Review the following chart for the details:

The picture shows a chart of the role description for the change agent. It has four fields: responsibility, resource required, activities and skill profile. The responsibility of a change agent is that he takes over the role as single point of contact for the assigned business unit or location regarding change management topics. The change agent is required 1-2 hours per week on average, on the project phase. Examples for his activities are: planning and execution of local change management activities and reporting change management progress, needs, risks and issues to the change management lead. Examples for his skill profile are: high acceptance and well settled in the respective business unit / location and a trusting relationship with senior management of respective business unit / location.

In the next step, they want to decide how to implement the change network at BriscoBikes. Paul has scheduled a call to discuss some open questions with Sandra.

It's Your Turn: Time to Practice!

Setting up a change network requires some operational steps. The exercise in the learning journey gives you an overview of some decisions to be made.

Take 10 minutes to complete exercise 24 in your workbook.

The picture reminds you to do exercise 24.

Getting Started with the Change Network

In the following video, Sandra and Paul discuss how to set up the change network at BriscoBikes and how to get started.

Designing the Kick-off Meeting

Have a look at the chart to get an idea of how to design the kick-off meeting for a change network:

The picture shows a chart of a typical agenda for a change network kick-off meeting. The columns are time, content and speaker or facilitator. The kick-off meeting spans seven hours, starting at 10am and finishing at 5pm, lunch and coffee breaks included. Examples for content are: welcome, objectives and agenda, a warm-up, initial poling to measure current level of project information, info sessions on the project, change management and the change agent network.

Manage a Change Network

Objectives of the Change Network Management

Acting as change agent requires motivation, energy, and commitment. Therefore, once the change network has successfully kicked off, continuous effort is needed to sustain momentum throughout the entire collaboration period. Otherwise, change fatigue or demotivation can happen, especially in complex, long-term projects. The change managers must ensure that the change agents are well prepared and equipped with suited communication material to act as multipliers for the project within their respective units.

In addition, the change managers should establish structured methods of effectively collecting the change agents’ on-the-ground feedback. Furthermore, investing in the skill development of the change agents helps to disperse change management competencies within the organization and enhances the organizations’ overall resilience in handling transformations.

Situation at BriscoBikes

Paul facilitated the kick-off with the change agents for BriscoBikes and the BriscoBikes Holding. Ron also participated in the meeting, providing input regarding the 4S project and answering questions from the change agents. Unfortunately, Sandra had to decline the meeting at short notice. Therefore, she schedules a call with both Paul and Ron to discuss their impressions and agree on the path forward.

It's Your Turn: Time to Practice!

There are many aspects to be considered when establishing and successfully managing a change network. The exercise in the workbook will ask you to handle some typical topics.

Take five minutes to complete exercise 25 in your workbook.

The picture reminds you to do exercise 25.

Safeguarding a Successful Change Network

Sandra and Paul, as the change managers and Ron as project manager closely collaborate in planning how to manage the change network for the 4S project.

Conduct a Pulse Check

Objectives of Pulse Checks

Monitoring human health is crucial to living a long life, and pulse checks are an effective way of detecting potential health issues at an early stage. The concept of pulse checks can also be transferred to the project context. For the project leadership team, it is often difficult to get insights on how various stakeholder groups perceive the project. Consequently, people-related risks may not be anticipated and managed in a timely manner. Measuring the pulse of these stakeholder groups regularly helps to monitor the development of important project topics and to detect early warning signs of impending issues. By setting up pulse surveys, analyzing the results, and deriving recommendations, change managers enable the project team to handle people-related project challenges appropriately, contributing significantly to the overall project success.

Situation at BriscoBikes

The three project managers Lucy, Ron, and Carlos had a discussion on options to monitor people-related aspects of the 4S project. They agreed that using pulse checks helps to gain important insights. As they all lack specific expertise regarding pulse checks, they ask Sandra for her expert input during their next project management jour fixe.

It's Your Turn: Time to Practice!

Pulse checks are a valuable tool for change managers. Do you already know how to use pulse checks?

Take five minutes to complete exercise 26 in your workbook.

The picture reminds you to do exercise 26.

Working with Pulse Checks

The project leadership team has invited Sandra to share her general experiences with pulse checks in cloud implementations and to provide practical advice for applying pulse checks in the 4S project.

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