For changes to deliver results and outcomes, structured approaches are needed for both the technical side of the change (through project management) and for the people side of the change (through change management). The technical side ensures that solutions are designed, developed and delivered effectively. The people side ensures that the solution is embraced, adopted and used proficiently. These two complementary disciplines share a common objective - to improve the performance of the organisation by implementing a change. However, bringing these two disciplines together can sometimes be challenging. This webinar looks at how to integrate change management and project management across five dimensions to deliver benefit realisation and a unified value proposition for change.

1. C H A N G E M A N A G E M E N T
How to Integrate Change Management and
Project Management
Prosci Webinar

2. © Prosci. All Rights Reserved. 2
Essen/als of Change Management Series
Understand the Why, What and How of Change Management
How to Apply the
Prosci ADKAR®
Model
Five
Tenets of
Change
Prosci
Methodology
Overview
Phase 1:
Preparing
for Change
Phase 2:
Managing
Change
Phase 3:
Reinforcing
Change

3. © Prosci. All Rights Reserved. 3
Prosci® 3- Phase Process
Phase 3:
Reinforcing
Change
Phase 2:
Managing
Change
Phase 1:
Preparing
for Change
Change Management Strategy
Readiness
Assessments
IntegraNon into
Project Plan
CommunicaNons Plan
Sponsor Roadmap
Coaching Plan
Training Plan
Resistance Mgmt Plan
AdopNon, Usage
Measurement
Sustainment
Lessons learned
Prepare CM Team and IdenNfy
Sponsors
Strategy Plans Sustainment

4. © Prosci. All Rights Reserved. 4
Foreshadowing from Methodology Webinar
The Work Streams Are What We Can Integrate into the Project
Plan
IniAate Plan Design Develop Deploy
Kick Off "Go Live"
Phase 3:
Reinforcing
Change
Phase 2:
Managing
Change
Phase 1:
Preparing
for Change
Strategy CommunicaNons Plan Sustainment
Sponsor Roadmap
Coaching Plan
Training Plan
Resistance
Management Plan
A D K A R

5. © Prosci. All Rights Reserved. 5
#1 Sponsorship
#5 Employee
Engagement
#6 CommunicaAon
#7 Middle Management
Engagement
#2 Change Management
Approach
#3 Change Management
Resources
#4 IntegraNng with PM
The Goal:
Employee
adopAon and
usage
Top Contributors to Success – RelaAonship to AdopAon and Usage
Copyright © 2016 Prosci Inc. Best Prac*ces in Change Management – 2016 Edi*on
Greatest Contributor to Success: #4

6. © Prosci. All Rights Reserved. 6
Defining
The Elements of
Successful
Change
IntegraNng
Change
Management
and Project
Management
Understanding
the Five Keys to
EffecAve
IntegraAon
HOW TO INTEGRATE CM AND PM

7. © Prosci. All Rights Reserved. 7
Defining
The Elements of
Successful
Change
IntegraNng
Change
Management
and Project
Management
Understanding
the Five Keys to
EffecAve
IntegraAon
HOW TO INTEGRATE CM AND PM

8. © Prosci. All Rights Reserved. 8
Current TransiNon Future
C C C C C
C C C C C
C C C C C
C C C C C
C C C C C
T T T T T
T T T T T
T T T T T
T T T T T
T T T T T
F F F F F
F F F F F
F F F F F
F F F F F
F F F F F
Made Up of Individual Changes
OrganizaNonal Change

9. © Prosci. All Rights Reserved. 9
Successful Change Requires
Both the Technical and People Sides
* Daryl Conner
Current
state
TransiNon
state
Future
state
Technical Side
People Side
Results
Outcomes
Success
InstallaNon*
RealizaNon*
Design
Deliver
Develop
Embrace
Use
Adopt

10. © Prosci. All Rights Reserved. 10
Comparing Change Management and Project
Management
Current
state
TransiNon
state
Future
state
Project Management
Change Management
Process:
• IniAaAon
• Planning
• ExecuAng
• Monitoring/
controlling
• Closing
Tools:
• Statement of work
• Project charter
• Business case
• Work breakdown structure
• Budget esAmaAons
• Resource allocaAon
• Schedule
• Tracking
Process:
OrganizaNonal:
• Preparing for change
• Managing change
• Reinforcing change™
Individual:
• ADKAR®
Tools:
• Individual change model
• Readiness assessment
• CommunicaAon plans
• Sponsor roadmaps
• Coaching plans
• Training plans
• Resistance management
• Reinforcement
Focus:
Technical side of moving from
current state to future state
Focus:
People side of moving from
current state to future state

11. © Prosci. All Rights Reserved. 11
Project Management
is the discipline of iniAaAng,
planning, execuAng, controlling,
and closing the work of a team
to achieve specific goals and
meet success criteria.
Defini/on Comparison
Change Management
is the applicaAon of a
structured process and set of
tools for leading the people side
of change to achieve a
desired outcome.

12. © Prosci. All Rights Reserved. 12

13. © Prosci. All Rights Reserved. 13
Successful projects require all three corners of
the Prosci® PCT™ Model
Prosci® PCT™ Model

14. © Prosci. All Rights Reserved. 14
What Are We Trying to Achieve?
OrganizaNonal
Benefits
Project
ObjecNves
• Revenue
• Costs
• Profits
• Efficiencies
• Compliance
• Safety
• Process Excellence
• Customer SaAsfacAon
• Metrics and measurements of
specific improvements
• What the project is trying to deliver
• How the organizaAon will be different
afer the change is implemented

15. © Prosci. All Rights Reserved. 15

16. © Prosci. All Rights Reserved. 16
Prosci® ADKAR® Model

17. © Prosci. All Rights Reserved. 17
Defining
The Elements of
Successful
Change
IntegraNng
Change
Management
and Project
Management
Understanding
the Five Keys to
EffecAve
IntegraAon
HOW TO INTEGRATE CM AND PM

18. © Prosci. All Rights Reserved. 18
Project Management and
Change Management are
complementary
disciplines with a
common objecNve

19. © Prosci. All Rights Reserved. 19
Founda/on of Integra/on
* Daryl Conner
Current
state
TransiNon
state
Future
state
Technical Side
People Side
Results
Outcomes
Success
InstallaNon*
RealizaNon*
Design
Deliver
Develop
Embrace
Use
Adopt

20. © Prosci. All Rights Reserved. 20
Individual:
Awareness Desire Knowledge Ability Reinforcement
OrganizaNonal:
CommunicaNons Plan
Sponsor Roadmap
Coaching Plan
Training Plan
Resistance Mgmt
Phase 3:
Reinforcing Change
Phase 2:
Managing Change
Phase 1:
Preparing for Change

21. © Prosci. All Rights Reserved. 21
Let’s Walk Through This Together
The Work Streams Are What We Can Integrate into the Project
Plan
IniAate Plan Design Develop Deploy
Kick Off "Go Live"
Phase 3:
Reinforcing
Change
Phase 2:
Managing
Change
Phase 1:
Preparing
for Change
Strategy CommunicaNons Plan Sustainment
Sponsor Roadmap
Coaching Plan
Training Plan
Resistance
Management Plan
A D K A R

22. © Prosci. All Rights Reserved. 22
‘Ability at Go Live’ Exercise
IniAate Plan Design Develop Deploy
Kick Off "Go Live"
1. Begin with key
project events
A D K A R
2. Lay in the
individual
milestones
Phase 3:
Reinforcing
Change
Phase 2:
Managing
Change
Phase 1:
Preparing
for Change
Strategy Plans Sustainment
4. Align organizaNonal deliverables to drive individual milestones
3. Consider differences in impacted groups

23. © Prosci. All Rights Reserved. 23
How Can We Integrate
Change Management into a Project
Project Management
Design, Develop and Deliver SoluAon EffecAvely
Change Management
SoluAon is Embraced, Adopted and Used Proficiently
People Processes Tools

24. © Prosci. All Rights Reserved. 24
Integra/ng CM & PM
Project Management
Design, Develop and Deliver SoluAon EffecAvely
Change Management
SoluAon is Embraced, Adopted and Used Proficiently
People Processes Tools
Did Didn't
And it ma]ered:
“Good” or “Excellent” CM
71%
Integrated CM & PM
Did
Didn't
?

25. © Prosci. All Rights Reserved. 25
Integra/ng CM and PM
CollaboraNon
Cross-training
Define Roles and
ResponsibiliNes
People Dimension
PM
CM
37%
PM
CM
CM
14%
PM & CM
22%
PM CM
21%

26. © Prosci. All Rights Reserved. 26
Integra/ng CM and PM
PM
CM
PM
CM
PM
CM
Process Dimension
Integrate
Plans
Align
Timelines
Sequence
Tasks
Add
Deliverables
2017 2018
J F M A M J J A S O N D J F M A M J J A S O N D
IniAate
Plan
Design
Develop
Deploy
P2 – Managing Change
P3 – Reinforcing Change
P1 – Preparing for Change

27. © Prosci. All Rights Reserved. 27
Change Management AcNviNes Project Management AcNviNes
IniAate Project
Scope Project Conduct readiness assessments and impact analysis
IdenAfy and begin building sponsor coaliAon
Select and prepare change management team Plan Project
IdenAfy and address anAcipated resistance
Communicate why change is happening (sponsors)
Establish objecAves
Document approach
Define team and budget requirements
Develop SoluAon
IdenAfy training requirements and develop training Evaluate alternaAves
Architect soluAon ConAnue communicaAons, sponsorship and
coaching acAviAes
Design SoluAon Prepare and equip managers and supervisors
Launch group and coaching sessions
Reinforce key messages (sponsors)
ConAnue communicaAons and sponsorship acAviAes
Benchmark and gather data
Generate ideas and select concepts
Model soluAons
Document requirements
ConAnue communicaAons and sponsorship acAviAes

28. © Prosci. All Rights Reserved. 28
Integra/ng CM and PM
Tool Dimension
CommunicaAon Plan
Project Plan
Training Plan
Schedule
Stakeholder Analysis/Assessment
Impact Analysis/Assessment
Scope
Lessons Learned
Risk Analysis/Assmt/Log
Business Case
Readiness Assessment
CommunicaAon Plan
Project Plan
Training Plan
Schedule
Stakeholder Analysis/Assessment
Impact Analysis/Assessment
Scope
Lessons Learned
Risk Analysis/Assmt/Log
Business Case
Readiness Assessment
CommunicaAon Plan
Project Plan
Training Plan
Schedule
Stakeholder Analysis/Assessment
Impact Analysis/Assessment
Scope
Lessons Learned
Risk Analysis/Assessment/Log
Business Case
Readiness Assessment
68%
65%
60%
56%
54%
52%
51%
79%
78%
91%
81%

29. © Prosci. All Rights Reserved. 29
Defining
The Elements of
Successful
Change
IntegraNng
Change
Management
and Project
Management
Understanding
the Five Keys to
EffecAve
IntegraAon
HOW TO INTEGRATE CM AND PM

30. © Prosci. All Rights Reserved. 30
Both teams are focused on
results and outcomes
Prerequisites to Integra/on
There is a structured approach
to change management

31. © Prosci. All Rights Reserved. 31
Support and buy-in from project teams
Support from leadership
Scope, Aming and prioriAzaAon
DirecAon on how to integrate
Role definiAon and clarity
1
2
3
4
5
5 Keys to Effec/ve Integra/on

32. © Prosci. All Rights Reserved. 32
Make Change
Management
meaningful and real
by connecAng to what
the project team
cares about
1
Support and Buy-In from Project Teams

33. © Prosci. All Rights Reserved. 33
48%
62%
70%
81%
0%
100%
Poor Fair Good Excellent
14%
32%
52%
71%
0%
100%
Poor Fair Good Excellent
15%
42%
76%
94%
0%
100%
Poor Fair Good Excellent
0%
100%
Poor Fair Good Excellent
• Improve project results
and outcomes
• Drive benefit
realizaAon and
financial return
• Minimize risks
• Reduce “re” costs
Met or exceeded objecNves
On schedule
On budget
Change Management EffecAveness
Support and Buy-In from Project Teams
1

34. © Prosci. All Rights Reserved. 34
Prosci® PCT™ Model
Communicate directly
with employees.
ParNcipate acNvely
and visibly throughout
the project.
Build a coaliNon of
sponsorship with peers
and managers.
Support From Leadership
2

35. © Prosci. All Rights Reserved. 35
Support From Leadership
2

36. © Prosci. All Rights Reserved. 36
ProacNve (not fire fighNng)
“AdopNon and usage”
from the beginning
64% 56% 49% 37%
% that met or exceeded objecAves
0%
Scope, Timing, and Priori/za/on
3

37. © Prosci. All Rights Reserved. 37
Project Management
Design, Develop and Deliver SoluAon EffecAvely
Change Management
SoluAon is Embraced, Adopted and Used Proficiently
People Processes Tools
Direc/on on How to Integrate
4

38. © Prosci. All Rights Reserved. 38
Execs &
Senior Leaders
Front-Line
Middle Managers
& Supervisors
Change
resource/
team
Project
Team
Project
SMEs and
support
Structure
Enable
Integrate
Focus
ExperAse
Experience
OrganizaAon Structure Change Structure
Role Defini/on and Clarity
5

39. © Prosci. All Rights Reserved. 39
Defining
The Elements of
Successful
Change
IntegraNng
Change
Management
and Project
Management
Understanding
the Five Keys to
EffecAve
IntegraAon
HOW TO INTEGRATE CM AND PM

40. © Prosci. All Rights Reserved. 40
PM
CM
IntegraAng
Change Management
& Project Management
Defining Change
Management within the
context of your project
Cost Benefit Analysis
Delivering Project Results (DPR) Workshop

41. C H A N G E M A N A G E M E N T
How to Integrate Change Management and
Project Management
Prosci Webinar