Process Group 3: Develop the Change Management Plan Flashcards
How many steps are in 5.3 Develop the Change Management Plan?
There are 4 steps and 7 sub-steps.
They are:
- Develop the comprehensive CM plan
- - 1.1 Resource plan
- - 1.2 Comms plan
- - 1.3 Sponsorship plan
- - 1.4 Stakeholder engagement plan
- - 1.5 Learning and development plan
- - 1.6 Measurement and benefits realization plan
- - 1.7 Sustainability plan - Integrate CM and project management plans
- Review and approve the change plan in collaboration with project leadership
- Develop feedback mechanisms to monitor performance plan
What is the purpose of 5.3 Develop the CM Plan?
The purpose is to document the actions, timelines, and resources needed to deliver the change. The CM strategy provides the “why” and the “what,” and the CM plan provides the “how.” The CM plan is a series of component plans that define the scope of the change effort and how it will be undertaken, controlled, and monitored.
What is 5.3.1 Develop a comprehensive CM plan?
Includes required actions and baseline measures as they pertain to a change effort’s scope, expected benefits, role requirements, resources, activity schedule, risk, and measurement.
The level of detail of the CM plan should reflect the complexity and risk of the change effort.
What is 5.3.1.1 Resource plan?
This plan defines the human, physical, and financial resources needed to implement the expected benefits of the change effort. It identifies how to acquire resources and a timeline for resource utilization.
Inputs: - CM resources, roles, and responsibilities strategy - Comms strategy - Learning and development strategy Change resources inventory - Procurement guidelines and policies
Outputs:
- Resource plan
What is 5.3.1.2 Comms plan?
This process defines the internal and external audiences, information, and feedback requirements of those leading and affected by the change, as well as the specific communication activities and events.
Inputs:
- Comms strategy
- Current comms channels, tools, and methods
- Key messages
- Learning and development strategy
- Project charter and documentation
- Project schedule and plan
- Sponsorship strategy
- Stakeholder analysis
- Stakeholder engagement strategy
- Transition strategy
Outputs:
- Comms plan
What is 5.3.1.3 Sponsorship plan?
This plan defines how to identify, develop, and strengthen the competencies required to lead/sponsor a change initiative. This plan builds awareness, establishes understanding, and defines leader/sponsor core responsibilities in a CM activity. If a sponsor is resistant to any of the responsibilities, then these issues must be addressed in the early stages.
Inputs:
- Sponsorship strategy
- Sponsorship alignment assessment
- Stakeholder analysis
- Sponsor assessment
Outputs:
- Sponsorship plan
What is 5.3.1.4 Stakeholder engagement plan?
This plan outlines the activities and metrics that will be established to ensure stakeholders and stakeholder groups can make the changes required or complete the steps that will help make change successful in an org.
Stakeholder engagement activities are designed to address the outcomes of a stakeholder analysis.
Inputs:
- Stakeholder analysis
- Stakeholder engagement strategy
- Comms strategy
- Sponsorship strategy
- Change risks
Outputs:
- Stakeholder engagement plan
What is 5.3.1.5 Learning and development plan?
This plan identifies knowledge gaps and training needs of those affected by the change and then provides a course of action to develop end-users so they will be prepared with new knowledge and skills to adopt the change successfully.
Inputs:
- Learning and development strategy
- Stakeholder analysis
- Learning needs assessment
Outputs:
- Learning and development plan
What is 5.3.1.6 Measurement and benefits realization plan?
This plan defines processes and actions to monitor and track the progress of the project’s key performance indicators and expected benefits, as stated in the project charter and strategy plan.
The measurement and benefits realization plan provides a means of identifying when mitigation strategies need to be implemented if the effort is falling short of its goals.
Inputs:
- Measurement and benefit realization strategy
- Change definition
- Change objectives/goals
- Vision statement
Outputs:
Measurement and benefits realization plan
What is 5.3.1.7 Sustainability plan?
This plan defines the mechanisms that will be used to anchor and embed the change once it is implemented and is determined to be effective.
Inputs:
- Status report/benefits gap analysis
- Resource plan
Outputs:
- Sustainability plan
What is 5.3.2 Integrate CM plan and project plan?
The relationship between CM and project management is highly dependent on the nature of the change program, as defined in 4.4 Relationship to Project Management.
It is recommended to define the relationship between PM and CM early in the project when governance structure is established.
Inputs:
- CM plan
- Project charter and documentation
- Project schedule and plan
Outputs:
- CM plan (updated)
- Project plan (updated)
What is 5.3.3 Review and approve the change plan in collaboration with project leadership?
The objective is to ensure that project leadership is aware of and aligned with milestones in the CM plan.
Review and approval of the CM plan is necessary to ensure that it is incorporated into the project plan and that the activities and milestones are coordinated with project activities.
Collaboration with project leadership is essential to avoid duplication of effort, align work plans, and increase stakeholder awareness.
Inputs:
- CM plan
- Project plan
Outputs:
- CM plan (approved)
What is 5.3.4 Develop feedback mechanisms to monitor performance to plan?
Monitoring performance and adherence to deliverables generated from the CM plan enables adjustments of the plan in response to the performance. Changes to the overall project plan, as well as unexpected outcomes and changes in scope, will influence the CM plan.
Feedback will come from many sources. Informal sources of feedback may include conversations, email responses, and information-sharing forums.
Inputs:
- Comms plan
- Learning and development plan
- Measurement and benefit realization plan
- Project schedule and plan
- Stakeholder engagement plan
Outputs:
- Comms plan (updated)
- Learning and development plan (updated)
- Measurement and benefit realization plan (updated)
- Stakeholder engagement plan (updated)
