Executing and Completing the Change Flashcards
What is the purpose of Executing the Change Management Plan?
To monitor, measure, and control the delivery against baseline plans
What are the 7 component plans used when Executing the Change Mangement Plan?
- Resource Plan
- Communication Plan
- Sponsorship Plan
- Stakeholder Engagement Plan
- Learning and Development Plan
- Measurement and Benefit Realization Plan
- Sustainability Plan
What are the options for adjusting Financial Resources when executing the Resource Plan?
Increase, decrease, or reallocate budget between spending categories
How should adjustements to Financial Resources be made?
Through a controlled process and approved by appropriate Stakeholders
What kind of conrols are applied to spending?
Type and amount
Why might Human Resource problems occur?
Competing priorities
Coinciding tasks
Unavoidable circumstances
What are the ways a Resource Plan can help manage Human Resources while Executing the Change Management Plan?
Identify shortages
Allocate resources
Reduce the likelihood of conflicts
Reduce the consequences of conflicts
What expectations can be set to reduce the risk to Human Resources constraints when Executing the Change Management Plan?
Define:
- Roles
- Required skills
- Experience levels
- Engagement durations
What is involved with Information Resources Management?
Creating, storing, sharing, and disseminating records, documents, and reports
What controls should be applied to Information Resources Management?
Authorizing who can create, review, update, or delete records, document, and reports
What organizational resources might offer assistance in Information Resources Management?
IT, Legal, Records Retention
How should Physical Resources be acquired?
Through an agreed-upon, documented control process
What should the inventory of Physical Resources document?
Quality, quantity, and duration required
What are the inputs to Executing the Resource Plan
Change Management Plan
Project Schedule and Plan
Resource Plan
What are the outputs from Executing the Resource Plan?
- Change Management Plan
- Financial Resources Update/Impact Reports
- Human Resources Update/Impact Reports
- Information Resources Update/Impact Reports
- Physical Resources Update/Imact Reports
What are the inputs to Executing the Communication Plan?
Project Plan
Communication Plan
Stakeholder Engagement Plan
What are the outputs from Executing the Communicaiton Plan?
Communication Delivery
What are 5 tools to prepare Sponsors when Executing the Sponsorship Plan?
Actions that visibly support the Change
Examples of good Sponsorship
Common mistakes
Prepared communications
Guidance for message delivery
What are the 2 stages to Executing the Sponsorship Plan?
- Prepare Sponsors
- Sustain Sponsor Engagement
What’s the best way to sustain Sponsor engagement?
Regular updates
What are the inputs to Executing the Sponsorship Plan?
Sponsorship Plan
Communication Plan
Stakeholder Engagement Plan
What are the outputs from Executing the Sponsorship Plan?
Sponsor Activities
Sponsor Competency Building Activities
What component plan involves Resistance Management when Executing the Change Plan?
Stakeholder Engagement Plan
What are the imputs to Executing the Stakeholder Engagement Plan?
Stakeholder Engagement Plan
Sponsorship Plan
Communication Plan
What are the outputs from Executing the Stakeholder Engagement Plan?
Stakeholder Engagement Activities
Sponsor Engagement Activities
Resistance Management Activities
What are the 3 stages to Executing the Learning and Development Plan?
- Define Objectives
- Execute Plan
- Evalutate Plan
What a 4 qualites of good learning objectives
Clear, measurable, realistic, appropriate to learner level
What are the three steps to the Execute stage of Executing the Learning and Development Plan?
- Develop Materials
2.Plan Logistics - Deliver Curricula
What are 5 things to evaluate while Executing the Learning and Development Plan?
What knowledge was retained?
What skills were obtained?
How often are skills being used?
How effective are the new skills?
How have attitudes changed?
What are some tangible indicators to evaluate when Executing the Learning and Development Plan?
Skills and Knowledge
Performance Inidcators
Productivity
Response time
Sales volume
Requests for help
What are some intangible indicators to use when evaluate when Executing the Learning and Development Plan?
- Effective communication
- Quality of decision making
- Conducive teamwork
- Job satisfaction
- Stress rate
What are the inputs to Executing the Learning and Development Plan?
Learning and Development Plan
Change Resources, Roles and Responsibilities Plan
Supporting Learning and Development
Learning Materials
What are the outputs from Executing the Learning and Development Plan?
Learning and Performance Evaluation Reports
What are the 5 parts to Executing the Measurement and Benefit Realization Plan?
- Tracking and Measuring Benefits
- Progress Monitoring
- Communications with Stakeholders
- Stakeholder Feedback
- Benefits Realization
What does Tracking and Measuring Benefits involve when Executing the Measurement and Benefit Realization Plan?
Measuring actual performance data against the baseline measurement and the target
What HR data can help monitor progress whe Executing the Measurement and Benefit Realization Plan?
Turnover, absences, tardiness
What should the Change Management Lead communicate to Stakeholders when Executing the Measurement and Benefit Realization Plan?
Progress in the previous period
Impediments to progress
Potential barriers to come
Executing the Change should return what two results that can be examined as Benefits Realization while Executing the Measurements and Benefits Realization Plan?
Organizational outcomes (e.g.: improved customer service)
Benefits outlined in the Business Case (e.g.: increased sales)
What are the inputs to Executing the Measurement and Benefit Realization Plan?
Change Management Plan
Measurement and Benefits Realization Plan
What are the 6 components to Executing the Sustainability Plan?
Communication
Metrics Tracking
Performance Management
Rewards and Recognition
Sustaining Ownership
Continuous Improvement
What kinds of rewards should be offered when executing the Sustainability Plan?
Both extrinsic and intrinsic
What are objective measures to be considered when Executing the Sustainability Plan?
Perormance appraisals
Promotions/Demotions/Transfers
Learning and Development
What are the inputs to Executing the Sustainability Plan?
- Sustainability Plan
- Measurement Baselines
What are the outputs from Executing the Sustainability Plan?
Communication Events
Benefits Reviews
Business Performance Reports
Evaluations and Reviews
What are the inputs to Modifying the Change Management Plan as Required?
Change Management Plan
Project Schedule and Plan
What are the outputs from Modifying the Change Management Plan as Required?
Change Management Plan (updated)
What is the purpose of Completing the Change Management Effort?
To document the actions and resources needed to close the change
What 4 activities might be required when Evaluating the Outcomes against the Objectives?
Compare the outcomes of the Change against the Change Objectives
Compare the outcomes of the Change against the Project/Program Objectives
Document if change efforts met, failed to meet, or exceed
Review outcomes with leaders
What are the inputs to Evaluating the Outcome Against the Objectives?
Change Objectives and Goals
Measurement and Benefit Realization Plan
Sustainability Plan
What are the outputs from Evaluating the Outcome Against the Objectives?
Change Objectives Analysis Outcomes and Next Steps
What is the purpose of Designing and Conducting Lessons Learned Evaluation and Providing Results to Establish Internal Best Practices?
To evaluate the change management success, document what went well, record learnings, and share improvements
What are the 5 activities of a Lessons Learned Evaluation?
- Review activities and documents
- Recognize positive outcomes and opportunities for improvement
- Develop remediation plans
- Document actions for future projects
- Store lessons learned in a shared location
What groups could be contacted during a Lessons Learned Evaluation?
Team members, key Stakeholders, Sponsor, leadership, affected staff, customers
The purpose of Performing the Lessons Learned Evaluation is to do what 9 things?
- Review Change Management objectives
- Review each phase and its objectives
- Review effectiveness of each Change Management workstream
- Review the effectiveness of the approach
- Verify that goals were reached
- Identify good outcomes, points for improvement
- Review activities/documents for best practices
- Determine best practices
- Update knowledge management database
What questions should a Lessons Learned Evalutation answer?
- What was repeatable?
- How can future projects be better?
- What advice for future teams?
- What were individual successes?
What are the inputs to Designing and Conducting a Lessons Learned Evaluation and Providing Results to Establish Internal Best Practices?
- Case for Change
- Success Criteria and Measures
- Change Management Plan
What are the outputs from Designing and Conducting a Lessons Learned Evaluation and Providing Results to Establish Internal Best Practices?
Lessons Learned Evaluation
Remediation Plan
What 4 things are provided in order to close the Change?
- Evaluation of the outcomes vs. the objectives
- Lessons Learned Evaluation
- Transfer of the change outcomes
- Release of any remaining resources
What are the inputs to Gaining Approval for the Completion, Transferring Ownership, and Releasing of Resources?
Change Objectives and Goals
Measurement and Benefit Realization Plan
Lessons Learned Report
Future Strategy Plan
Agreement on Ownership Transfer
Resources Release Approval
What are the outputs from Gaining Approval for the Completion, Transferring Ownership, and Releasing of Resources?
Final Summary Report
Change Initiative Completion