Develop the Change Management Plan Flashcards

1
Q

What is the purpose of Developing the Change Management Plan?

A

To document the required:
- Actions
- Timelines
- Resources

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2
Q

What is the difference between the Change Strategy and the Change Plan?

A

Change Strategy defines “why” and “what”
Change Plan defines “how”

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3
Q

When documenting the full complexity of the Change, what six things should be considered when Developing the Change Plan?

A
  • Change Objectives & Goals
  • Steps to address change and by whom
  • How to facilitate change
  • Implementation, transition, and sustainment of the Change
  • Dependancies of activities
  • Assumptions, issues, risks
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4
Q

What questions should be responded to when Developing the Change Plan?

A
  • What are the required skills?
  • What technology will facilitate change?
  • How will adjustment logistics be managed?
  • How to measure progress on adoption of attitudes and behaviours?
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5
Q

What are the 8 component plans in the Change Plan?

A

Resource Plan
Sponsorship Plan
Stakeholder Engagement Plan
Communication Plan
Impact Assessment and Readness Plan
Learning and Development Plan
Measurement and Benefit Reaslization Plan
Sustainability Plan

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6
Q

What does a Resource Plan do?

A

Defines human, physical, and financial resources required

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7
Q

What are the three steps to determining Human Resources requirements when building the Resource Plan?

A
  • Define the skills and capabilities required
  • Perform gap analysis
  • Draft a staffing plan
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8
Q

What are 6 examples of Physical Resources?

A

Hardware, software, infrastructure, facilities, workspace, furniture

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9
Q

Where are the Financial Resources for the Resource Plan ultimately managed?

A

In the Project Plan

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10
Q

What are the inputs to the Resource Plan?

A
  • Change Management Resources, Roles, and Responsibilities Strategy
  • Communication Strategy
  • Learning and Development Strategy
  • Change Resources Inventory
  • Procurement Guidelines and Policies
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11
Q

What are the outputs from the Resource Plan?

A

Resource Plan

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12
Q

What does a Sponsorship Plan do?

A

Defines how to identify, develop, and strenghten competencies to lead change

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13
Q

What are three steps to build a Sponsorship Plan?

A
  • Define Sponsor responsibilities
  • Sponsor agreement on responsibilities
  • Learning & Development plan for Sponsors
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14
Q

What are the inputs to the Sponsorship Plan?

A

Sponsorship Strategy
Sponsorship Alignment Assessment
Stakeholder Analysis
Sponsor Assessment

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15
Q

What are the outputs from the Sponsorship Plan?

A

Sponsorship Plan

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16
Q

What does the Stakeholder Engagement Plan do?

A

Outlines activities and metrics required to ensure Stakeholders can make the changes required or complete the steps of make the Change successful

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17
Q

What are some tactics to drive Stakeholder Engagement

A
  • Formal, two-way, or informal communication
  • Learning, development, or discovery activities
  • Rewards, recognition, reinforcement, or consequences
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18
Q

What 5 considerations should be made when designing Stakeholder Engagement activities?

A
  • Organizational Culture
  • Concurrent change initiatives
  • Keeping the Stakeholder’s attention
  • Stakeholder needs
  • Activities specific to the Change
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19
Q

Why should the Stakeholder engagement plan be aligned to the Sponsorship Plan?

A

Clear, holistic messaging occurs when Stakeholders and Sponsors communicate/receive consistent messaging

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20
Q

What are the inputs to the Stakeholder Engagement Plan?

A

Stakeholder Analysis
Stakeholder Engagement Strategy
Communication Strategy
Change Risks

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21
Q

What are the outputs from the Stakeholder Engagement Plan?

A

Stakeholder Enagement Plan

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22
Q

What does the Communication Plan do?

A

Defines audiences, information, and feedback requirements including activities for a schedule of events

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23
Q

What are examples of strategic communications?

A
  • How the Change aligns to Organizational Strategy
  • Why the Change is needed
  • Intended outcomes and benefits
  • Consequences of not changing
24
Q

What are examples of a tactical communications?

A
  • Status reports
  • How-to guides for technical change
25
Q

What are 10 key components to the Communication Plan?

A

Target Audience
Outcomes
Sender
Key Messages
Communication Channel
Frequency
Timing
Cost / Resources
Reviewers / Approvers
Monitoring / Feedback

26
Q

What are two types of possible outcomes to use in the Communicaitons plans?

A

Information retention
Behavioural change

27
Q

When might the Sponsor send a communication?

A

When defining the Change
When demonstrating support

28
Q

What are 11 examples of communication channels?

A

Email, social media, town hall, webinar, meeting, intranet, collaboration site, video, newsletter, poster, digital signage

29
Q

Why is timing important to include in a Communication Plan

A

Ensures timliness
Prevents overlap
Minimizes saturation

30
Q

What are three examples of feedback mechinisms?

A

Surveys
Focus groups
Help desk tickets

31
Q

What are the inputs to the Communications Plan?

A

Communications Strategy
Current Communication Channels, Tools, and Methods
Key Messages
Learning & Development Strategy
Project Schedule and Plan
Sponsorship Strategy
Stakeholder Analysis
Stakeholder Engagement Strategy
Transition Strategy

32
Q

What are the outputs from the Communications Plan?

A

Communications Plan

33
Q

What does the Learning and Development Plan do?

A

Identifies knowledge gaps and training needs
Provides a course of action to develop end users

34
Q

What are 6 components of the Learning and Development Plan?

A
  • Learning groups
  • Curriculum
  • Skills inventory & Gap analysis
  • Learning tools
  • Delivery Plan
  • Evaluation and optimization plan
35
Q

What are the inputs to the Learning and Development Plan?

A

Learning and Development Strategy
Stakeholder Analysis
Learning Needs Assessment

36
Q

What does the Measurement and Benefits Realization Plan do?

A

Defines processes and actions to monitor progress of the projects key performance indicators

37
Q

What should the Measurement and Benefits Realization Plan start with?

A

Baseline metrics

38
Q

What are two key components to the Measurement and Benefit Realization Plan?

A
  • Schedule of measurement showing type, frequency, how collected, and by whom
  • Reporting template
39
Q

What are the inputs to the Measurement and Benefit Realization Plan?

A

Measurement and Benefit Realization Strategy
Change Definition
Change Objectives and Goals
Vision Statement

40
Q

What are the outputs from the Measurement and Benefit Realization Plan?

A

Measurement and Benefit Realization Plan

41
Q

What does the Sustainability Plan do?

A

Defines mechanisms that will be used to anchor and embed the Change

42
Q

What are the 6 key components to the Sustainability Plan?

A
  • Communication
  • Metrics Traking
  • Performance Management
  • Rewards and Recognition
  • Sustaining Ownership
  • Continuous Improvement
43
Q

What are two types of persuasive communication used in the Sustainability Plan?

A
  • Rites of parting: saying goodbye to the old way of doing things
  • Rites of enhancement: acknowledgement of wins and advancement
44
Q

What 9 considerations should the Sustainability Plan make?

A
  • Achievments to commemorate
  • Behaviours to be measured
  • Results to be measured
  • How to report results
  • Criteria for rewards and recognition
  • Mechanisms for training, coaching, role modeling
  • Formalizing sustained ownership
  • How to address low adoption
45
Q

What are the inputs to the Sustainability Plan?

A

Status reports / Benefits Gap Analysis
Resource Plan

46
Q

What are the outputs from the Sustainability Plan?

A

Sustainability Plan

47
Q

When should Change Management efforts begin?

A

During the Project’s Initiation Phase

48
Q

What are the integration points of the Change Management Plan and the Project Plan

A

Roles and Responsibilities
Methodology and Plan
Tools and Resources
Objectives and Outcomes
Risks

49
Q

What are the inputs to Integrating Change Management and Project Management Plans?

A

Change Management Plan
Project Charter and Project Documentation
Project Schedule and Plan

50
Q

What are the outputs from Integrating Change Management and Project Management Plans?

A

Change Management Plan (updated)
Project Plan (updated)

51
Q

What are the inputs to Reviewing and Approving the Change Management Plan in Collaboration with Project Leadership?

A

Change Management Plan
Project Plan

52
Q

What are the outputs from Reviewing and Approving the Change Management Plan in Collaboration with Project Leadership?

A

Change Management Plan (approved)

53
Q

What is the purpose of Developing Feedback Mechanisms to Monitor Performance to Plan?

A

To enable adjustments of the plan in response to performance

54
Q

What are some informal sources to note when Developing Feedback Mechanisms to Monitor Performance to Plan?

A

Conversations, email responses, information-sharing forums

55
Q

What are the inputs to Developing Feedback Mechanisms to Monitor Performance to Plan?

A
  • Communications Plan
  • Learning and Development Plan
  • Measurement and Benefit Realization Plan
  • Project Schedule and Plan
  • Stakeholder Engagement Plan
56
Q

What are the outputs from Developing Feedback Mechanisms to Monitor Performance to Plan?

A

Communications Plan (updated)
Learning and Development Plan (updated)
Measurement and Benefit Realization Plan (updated)
Stakeholder Engagement Plan (updated)