change management
CHANGE MANAGEMENT BBA313.
Unit 2. You as a Change Agent
1. Definition of Change Agent.
2. Recognizing a need or opportunity for change.
3. Starting and leading the change.
4. Communicating change.
5. Motivating others to change.
6. Developing a change plan. Planning and preparing for
change.
7. Discussion on the competencies required of a Change
Agent. Use of different leadership styles depending on the
circunstances. Influece and negotiation strategies.
8. Core concepts: tannenbaun & Schmidt Continuum.
Unit 2.
YOU AS A CHANGE AGENT
Who Is a Change Agent?
• A change agent, also known as an advocate of change, is a person
who acts as a catalyst for the change management process.
• They help an organization, or part of an organization,
transform how it operates by inspiring and influencing others.
• A change agent will promote, champion, enable, and support an
organization’s change implementation.
Responsibilities of Change Agents
Key activities that a change agent performs include:
• Communicating how change is beneficial for both the organization
and employees;
• Listening to the involved team members and employees to gain
feedback and incorporate it in the implementation process;
• Understanding employees’ reactions to change and reducing
resistance to change;
• Actively engaging with employees by conducting change
management exercises;
• Encouraging and supporting employees to become change
champions and promote it;
• Identifying and leading other change agents and change
consultants to success;
• Providing feedback on challenges facing the change management
lead.
Q: With sufficient information any employee can be an effective
agent for change.
A. False B. True
Roles in Change Management
A whole system of people in the organization support employees in making
this transition. From the highest level of leadership to frontline supervisors,
making changes well relies on a coordination of actors all moving in unison in
an unique and fulfilling roles.
Change Management
resource/Team
Executives And
Senior Managers
Managers and
Supervisors
Project Support
Project Team
Role Descriptions
Role Description
Change Management Resource
Team.
I develope the change management plans
and strategy. Integral part of enablig project
success.
Executives & Senior Managers. I launch (authorize and fund) changes and I
actively sponsor chenge with our people.
People Managers. I coach my direct reports through the
changes that impact their day to day work.
Project Team.
I manage the technical side of the change. I
integrate change management into my
project plans.
Project Support.
I use my expertise to enhance activities
that drive change in collaboration with the
change team.
The Change Management Office.
We own the change management
methodology and support its
implementation in the organization.
Change Management Board
9
Change Manager
(Chair)
Release ManagerBusiness Case Representative
Project Manager Application
Manager
Executive assistants
Finance Manager Service Level
Manager
Q. ____ views organizations passing
through well- defined stages from
birth to growth, maturity, then
decline or death .
Click on the radio button to select the
correct answer!
Life-cycle theory
Chaos theory
Institucional theory
Market share theory
Change Management Resource Team
Role Expectations.
• Apply a structured change management methodology.
• Formulate a strategy.
• Develop plans.
• Support other roles.
Role Expectation.
Executives & Senior Managers.
• Participate actively, and visibly throughout the project.
• Build a coalition of sponsorship and manage resistance.
• Communicate directly with employees.
Role Expectation.
Managers & Supervisors. • Communicator.
• Advocate.
• Coach.
• Liaison.
• Resistance Manager.
Q: Depending on leaders style, All employees are able to adapt
to change at the same pace.
A. False B. True
Role Expectation.
Project Team. • Design the actual change.
• Manage te technical side.
• Engage with the Change Management Resource Team.
• Integrate change management plan into project plans.
Role Expectation.
Project Support Functions.
Internal Comunication Specialist……..HRBP………Org. Development Staff...
Training Specialist……..Business Analyst……Subject Matters Experts.
• Incorporate their experience and expertise.
• Contribute knowledge.
• Offer tools.
Defining Role Of Leadership in Change
1
7
Step 1: Identify
Identify the key leaders you’ll need to
support the change.
Step 2: Set priorities
Determine those leaders who can derail
the project (the key influencers) as
opposed to those who can simply
grumble and mumble. The key
influences will pull the latter along.
Step 3: Meet with leaders
Meet with these leaders, or have the key
sponsor meet with them to enroll them into
your project.
Step 4: Call to action
Clearly request what you’ll need from
them. (See the list above).
Step 5: Visibility
Help them to be visible with little work on
their end. Prepare talking points, keynotes
and so on.
Step 6: Feedback
Provide feedback and coaching on how
their behavior is working to influence
stakeholders.
Q: Power-coercive strategies rely on achieving the intended
outcomes through the compliant behavior of those who have
less power.
A. False B. True
Strategic Planning
Situation Analysis • Swot/Weak Signal •Clients meetings •Competitor analysis
Other Data •Internal reports •Business plans •Market intelligence Strategic Options •Business model •Focus on most feasible options over 12 months period
Budgets
KPI´s & Metrics
Critical Success
Factors
12 months action
plan
Plans classified on the basis of levels in the organization
STRATEGIC PLANS TACTICAL PLANS OPERATIONAL PLANS
Focus of attention. Strategic goals. Tactical goals. Operational goals.
Levels of managers.
They are framed by top level managers.
They are framed by middle- level managers.
They are framed by lower-level managers.
Time frame. They are prepared for a long period of time.
They are prepared for an intermediate period ranging from 1 to XX years.
They are prepared for period of less than 1 year.
Scope. They relate to overall organizational goals.
They relate to departmental goals.
They relate to goals of sub-units of each department.
Environment.
They relate organization with the external environment.
They focus on both the internal and external environment.
They focus on effective use of resources, focusing the internal environment.
The Change Management Model
Starting and Leading the Change.
Eight steps to effective change management.
What works What does not work Common Pitfalls
Creating a compelling
story.
Never underestimating
how much complacency, fear,
and anger exists.
Creating the vision.
Focusing exclusively on building
a “rational” business case, getting
top management approval, and
racing ahead while mostly ignoring
all the feelings that are blocking
change.
Ignoring a lack of urgency and
jumping immediately to creating a
vision and strategy.
Thinking that you can do little if
you’re not the leader.
Underestimating the
difficulty of driving
people from their
comfort zones.
Becoming paralyzed
by risks.
Step one: Increase Urgency Raising a feeling of urgency is the first and most
critical step in a successful change effort. With low urgency and complacency,
the change effort cannot get off the ground.
Tip: “Begin with the end in mind” - Steven Covey’s Seven Habits of Highly Effective People.
Q: What are the components of an organization vision ?
1. What,
2. Who,
3. How,
4. What for,
5. When,
6. Promise of service.
Starting and Leading the Change.
What works What does not work Common Pitfalls
Showing enthusiasm
and commitment to help
draw the right people into
the group.
Modeling the trust and
teamwork needed in the
group.
Guiding change with weak
task forces, single individuals,
complex governance structures,
or fragmented top teams.
Not confronting the situation
when power centres undermine
the selection of the right team.
Trying to leave out or work
around the head of the unit to
be changed.
Underestimating
the difficulty of driving
people from their
comfort zones.
Becoming
paralyzed by risks.
Eight steps to effective change management.
Step two: Build the Guiding Team. It is important to get the right people in
place who are fully committed to the change initiative, well-respected within
the organization, and have power and influence to drive the change effort at
their levels.
Tip: Draft a large, diverse team made up of individuals at all levels and with
different skills.
Starting and Leading the Change.
Eight steps to effective change management.
What works What does not work Common Pitfalls
Trying to see – literally –
possible futures.
Visions that are so clear
that they can be articulated
in five minutes or written
up on one page.
Visions that are moving
– such as a commitment to
serving people.
Assuming that linear or logical
plans and budgets alone
adequately guide behavior when
you are trying to leap into the
future.
Overly analytical, financially
based vision exercises.
Presenting a vision
that’s too complicated
or vague to be
communicated in five
minutes.
Step three: Get the Vision Right .While creating a shared need and
urgency for change may push people into action, it is the vision that will
steer them into the new direction.
Tip: Position the change around a compelling picture of the desired future
state
Starting and Leading the Change.
Eight steps to effective change management.
Step four: Communicate for Buy-In. Communicate your vision and strategy to
the organization in order to gain understanding and buy-in. Sending clear,
credible, and heartfelt messages about the direction of change establishes
genuine gut-level buy-in, which sets the stage for the following step: getting
people to act.
What works What does not work Common Pitfalls
Developing a
communications strategy.
Keeping communication
simple and heartfelt.
Speaking to anxieties,
confusion, anger, and
distrust.
Under communicating, which
can easily happen.
Accidentally fostering
cynicism by not “walking the
talk”.
Behaving in ways
contrary to the vision.
Tip: Create tools that help people tailor information to their specific
needs – rather than forcing more generic memos and reports into over-
stuffed email and in-boxes.
Starting and Leading the Change.
Eight steps to effective change management.
Step five: Empower Action. It should be seen as removing barriers to those
whom we want to assist in pushing the change effort. Removing obstacles
should inspire, promote optimism and build confidence around the change
effort.
What works What does not work Common Pitfalls
Finding individuals with change
experience who can bolster
people’s self-confidence with “we-
won you-can-too” anecdotes.
Recognition and reward
systems that inspire, promote
optimism, and build self-
confidence.
Feedback that can help people
make better decisions.
Trying to remove all
the barriers at once.
Giving in to your own
pessimisms and fears.
Failing to address
powerful individuals
who resist the change
effort.
Tip: Recognize and reward excellence.
Starting and Leading the Change.
Eight steps to effective change management.
What works What does not work Common Pitfalls
Early wins that come fast.
Wins that are as visible as
possible to as many people as
possible.
Wins that are meaningful to
others.
Launching many
projects all at once.
Providing the first win
too slowly.
Leaving short-term
successes up to
chance.
Failing to score
successes early
enough into the
change effort.
Step six: Create Short –Term Wins. Short-term wins nourish faith in the
change effort, emotionally reward the hard workers, keep the critics at bay,
and build momentum. By creating short-term wins, and being honest with
feedback, progress is achieved and people are inspired.
Tip: Focus on one or two goals instead of all, and make sure no new initiatives
are added until one of those goals is achieved and celebrated.
Starting and Leading the Change.
Eight steps to effective change management.
What works What does not work Common Pitfalls
Aggressively ridding yourself of work that wears you down-tasks that were relevant in the past but not now, tasks that can be delegated.
Looking constantly for ways to keep urgency up.
Using new situations opportunistically to launch the next wave of change.
Convincing yourself
that you’re done when
you aren’t.
Declaring victory
too soon – with the
first performance
improvement.
Step seven: Don’t Let Up. In successful efforts, people build on this
momentum to make the vision a reality by keeping urgency up, eliminating
unnecessary, exhausting work and not declaring victory prematurely.
Tip: Replace a time-consuming and painstakingly detailed monthly activity
report with a one page summary that highlights only major milestones and key
information.
Starting and Leading the Change.
Eight steps to effective change management.
Step eight: Make Change Stick. By creating a new, supportive, and
sufficiently strong organizational culture, the change should remain. A
supportive culture provides roots for the new ways of operating.
What works What does not work Common Pitfalls
Telling vivid stories about the
new organization, what it does,
and why it succeeds.
Making absolutely sure you
have the continuity of behaviour
and results that help a new
culture grow.
Trying to change
culture as the first step in
the transformation
process.
Not creating new
social norms and
shared values
consistent with
changes.
Tip: When introducing new hires to the organization, use videos that contain
heartfelt messages from clients whose lives the department has impacted.
https://tinyurl.com/yc7d5w47
Change Management Questionnaire Checklist
L. Beitsch and J. Moran.
April 2017.
Communication Strategy
Effective communication during a change effort will serve to provide
employees with timely and accurate information, which can positively
influence whether the organization can maintain employee productivity
and morale and overcome resistance to change.
Q: During the change process the benefits of maintaining the
status quo is usually perceived to be greater than the benefits
of change.
A. False B. True
The following five areas outline questions and key information for you
to consider when building and delivering a communications strategy
designed to inform and guide employees through a change event:
1. Building a Strategy;
2. Involving Key Stakeholders in Communications Efforts;
3. Determining Message Content;
4. Identifying Most Effective Communications Channels;
5. Ensuring Follow Up.
Communication Strategy
Topic Questions
What do we need to accomplish? What is the current state?
What is the desired state?
What do we need to communicate? Who relays which messages?
With whom do we need to communicate?
In what order do we communicate with
our audiences?
When are messages communicated?
With what frequency?
What tools/channels do we use?
How can communications accomplish
the desired state?
Drive behavior change?
Educate and engage?
Generate awareness?
Mobilize commitment?
Do we understand the following about
our audience?
Who are they?
What do they know/understand already?
What drives/motivates them?
How will we measure whether the
communications strategy achieves its
objectives?
Building a Strategy
Q: Understanding the needs and expectations of stakeholders
is important during any change process but it is too time
consuming to conduct a stakeholder analysis as this will delay
the implementation of change.
A. False B. True
Involving Key Stakeholders in Communications
Efforts
Have you considered all key stakeholders impacted by the change effort?
Do all areas (executives, HR, and managers) collaborate to communicate a
consistent message?
Has HR provided managers with tools and training to adequately prepare
them to support all communications?
To assist in ensuring that the change effort is
communicated to the employees in a timely
and effective manner, a communications
strategy is critical.
Template for Building a Communications
Strategy.
Checklist for Communicating Change.
Additional Communication Tips.
Determining Message Content
Do communications detail the rationale behind the change? Do the
messages achieve the following:
Give reasons for the change and explain the benefit?
Ask for staff’s help in making the change work effectively?
Show support for the change? (i.e., help others accept the
change).
Does the communications strategy effectively relay how the
change will affect employees and the business in the short and
long term?
Does the strategy meet the following?
Provide as many details as possible;
Supply realistic detail of both the positives and negatives of the
change;
Let employees know that the organization understands the
range of emotions associated with the change.
Identifying Most Effective Communication Channels
Have you and your change team determined how to clearly
communicate what is expected of employees and resources
available to them?
Have you considered the most effective channels of
communication following questions outlined below:
Identifying Most Effective Communication Channels
Has the organization determined the appropriate communication
channel mix to reach diverse, dispersed employee groups?
Does the communications strategy ensure that important
messages are repeated through a variety of communication
vehicles to ensure that employees receive the message?
Does the organization have an infrastructure in place in order to
provide timely, honest communication with employees?
Does the strategy include a timeline detailing when critical
messages should go out?
Ensuring Follow-Up
Once you have implemented your communication strategy, it is critical that
you monitor its impact on an on-going basis. Questions you might consider
asking to gauge the effectiveness of the strategy might include:
Is the department prepared to engage employees by doing the following:
Asking questions?
Listening to employee concerns?
Acknowledging each contribution and highlighting advantages and
disadvantages of various suggestions?
Does the department consider the following:
Plan to assess employees’ reactions to change (via surveys, focus groups, etc.)
Continually monitor key metrics related to communications objectives and make
necessary adjustments as employees react to different messages.
Proactively and reactively adjust the communications strategy based on
employee responses.
Express appreciation for employees’ assistance and cooperation in
implementing the change.
When people are confronted with the need or opportunity to change, especially
when its ‘enforced’ by the organization, they can become emotional, so can the
managers who try to manage the change.
The workers need to constantly adapt themselves to such changes.
This often cause stress on their mindset and affect their work quality.
Now its important to enabling sensible and constructive dialogue.
In order to achieve success, it is vital for the organization to develop communication
processes, motivation processes and a working environment that will help to ensure
that individuals will deliver results in accordance with expectations of management.
1. To study the components of resistance to organizational change viewed from the
workforce.
2. To study the motivational factors to implement change successfully.
3. What are the critical motivational factors in implementing change?