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Change Management & Governance
Webinar – 02.06.2016
Session Info
So you KNOW you need to put something in place, but
you have no idea where to start?
In this webinar I'll share some practical knowledge on achieving this - as we have
more than enough theory out there on this subject.
- What is Change Management, what should Governance cover?
- How to document this and understanding why you need to do what.
Equipped with these tips and tricks - you'll go back to work - excited to put your
Change Management Plan in place AND you'll understand the WHAT and the
WHY.
All new solutions, regardless of how small, results in
change. Change management is a systematic approach
to dealing with change, both from the perspective of an
organization and on the individual level.
When this is done successfully, employees are involved
in and support the change process, take ownership and
eventually work together to reach the common business
goal and objective.
The only difference
between BIG words
and small words is the font
size.
Methodology
Theory
• Awareness of the need to changeA
• Desire to participate and support the
changeD
• Knowledge on how to changeK
• Ability to implement required skills and
behavioursA
• Reinforcement to sustain the changeR
Approach - Project Change Management Method
The following is a high level overview of the PROSCI Change Management
Methodology, based on the ADKAR model as well as the application thereof:
Prepare for change
 Define the strategy
 Prepare team
Manage the change
 Develop Schedule
 Implement Schedule
Reinforce the change
 Collect and Analyse Feedback
 Diagnose Gaps and manage resistance
 Implement corrective actions and celebrate successes
How do we apply this?
Practical
Prepare for the change
1. Define the Strategy
2. Prepare The Team
The first thing that should happen is to plan the strategy.
Without this any future effort or resources spent will be futile.
• Change Management Plan
• Governance Plan
Planning!!
Manage the Change
1. Develop Schedule
2. Implement Schedule
• Change Management Plan
• Governance Plan
• Action the changes
Doing!!
• Document and finalize the
strategy
• Communicate the strategy
• Start doing what you planned
Reinforce the Change
1. Collect / Analyse Feedback
2. Diagnose Gaps / Manage
resistance
3. Implement Corrective
Actions / Celebrate
Successes
• Surveys
• Communication
• Measurement / Tools??
• Support Procedures
What does this
really mean?
• Develop
• Implement
• Feedback
• Gaps
• Define
• Prepare
• Corrective
• Preventive
Act Plan
DoCheck
Let’s talk about
the basics
Governance
Communication
Training
Feedback
Support
Measurement
What should the Change Management Plan /
Governance Framework include?
o Communication Strategy / Plan
o Training Strategy / Plan
o Permissions Plan / Business Rules
o Governance Plan for Users / Technical
o Launch Strategy for existing as well as new solutions
o Feedback / Support Mechanism
o Feature requests – determining of priority / ROI
o Roles & responsibilities / Stakeholders
At GT Consult we know how important
it is to look at the
bigger picture
Simply training users in SharePoint does not ensure
successful projects, user adoption or empowered
users. Downloading the Governance Plan template
and completing the generics, won’t deliver that either.
i DA PT
Key Services
Change Management
The Academy follows the PROSCI / ADKAR approach to
Change Management to ensure results, but what’s
important, is that we’re not all about methodology and
theory. We believe in what we’re doing – and why. It’s
about being practical – and making sure that what you
apply, makes sense to your business. We don’t do things
just to “tick boxes”. If we don’t see the benefit of doing
something – there’s no doing it.
Governance
Deliverable 1 Preparation Workshop (Induction)
Training for Project Team (5days – 8 users)
Deliverable 2 Training and Plan (Approach & Schedule)
Communications Plan (Approach & Schedule)
Launch templates for promotion & communications
Deliverable 3 Change Management Plan
Deliverable 4 Permissions Plan
Governance Plan
Deliverable 5 File Plan
ROI & Solutions Register
Induction Manual to Intranet
Maturity Model
Below are package deals we offer to help small, medium and
large enterprises develop and instil their Governance
Frameworks.
Coaching and Mentoring
We aim to introduce our clients to the attitude, knowledge,
and skills necessary to be successful employees, managers
and eventually leaders in their respective environments. By
investing the time, we are ensuring that our clients /
students become “lifelong learners”. Coaching is all
about ensuring the deliverance of short term goals –
“things”, but Mentoring is what we pride ourselves in. This
is where we build the relationships and trust, this is all
about you – “the people”.
User Adoption
User Adoption is not achieved by just training or handing
out chocolates and balloons. Achieving user adoption
requires user friendly solutions, relevant training, timeous
communication and continued support.
The Academy offers Launch Packages which include the following:
Launch strategies
Communication design and planning
Suggestions for promotional gifts / prizes
Design of Quick Reference Guides and Training material
Feedback Mechanisms
Delivering of launch & awareness sessions
Return on Investment (ROI)
Return on Investment (ROI)
Surely one of the most difficult calculations would be the
ROI on SharePoint Solutions and Training. Let us help
you calculate and document your ROI on every solution
– from End User and Super User through to Solutions
which have a much bigger impact. Enabling your End
Users from day 1 to do this calculation, and see the value
they add, will contribute to user buy-in and add to your
ROI bottom line.
Return on Investment (ROI)
A product that supports this initiative is SharePoint Vitals. It
reports on User History, Active Users, Visited Sites, Page Hits, Heat
Map, Site Map and it comes with Top 10 dashboard reports.
The whole idea behind SharePoint Vitals is getting to the details, to
give you better insight as to how users are connecting with your
site. SharePoint Vitals shows you every detail of the users
experience from page load time to time on page and what location
they accessed the site from. Armed with these details you will be
able to better understand the users experience and improve your
SharePoint site.
Job Descriptions
/ Personas
Aligning new job responsibilities to current KPI’s etc.
might be a daunting task, but it is one of the most
important tasks that lie ahead. As SharePoint is such a
versatile product, using generic Job Descriptions won’t do.
The Academy can help you define the necessary roles, as
well as add a fun factor to it by designing personas.
Training
GT Academy follows a systematic, formal training methodology.
The Company motto is “Enabling Productivity”, which is why the
Academy’s motto is “Enabling People”. We believe in putting
high importance on ensuring that our training focusses on more
than just SharePoint.
An employee equipped with the correct skills, to not only be
effective, but efficient as well, will have high levels of
psychological well-being and job satisfaction. Products or
solutions cannot fix processes (people do), we KNOW that stand
alone traditional SharePoint training will NOT ensure user
adoption.
What are we doing different? All our training includes
PC Literacy and Soft Skills Training. This forms the
foundation for any training, and sets the scene for
successful learning. Below you’ll see the different
modules offered by the Academy (keep in mind that we
also develop customized training modules, based on the
client requirement).
SharePoint End User Module 1
SharePoint End User Module 2
SharePoint End User Module 3
SharePoint Super User Module 4
SharePoint Super User Module 5
SharePoint Administration Module 6
SharePoint Administration Module 7
Nintex Forms Module 8
Nintex Workflow Module 9
Microsoft + PC Literacy Module 10
Communicator Module 11
Executive Induction Module 12
Thank You
Special thanks to all the mentors in my
life, for always having time for my
questions and crazy ideas.
CREDITS
Veronique PALMER
Carl STEIJN
David RANDALL
Quinton VENTER
Bart DE VRIEZE
Francois HUNTER
Lucas VILJOEN
Andre CHAPMAN
Alistair PUGIN
Bradley GELDENHUYS
Dinah COETZER
Jaco CAMPHER
Wouter vd MERWE
Thys FOURIE
Kate ELPHICK
Warren MARKS
Craig TARR
Palesa SIKWANE @tracyvds
About GTconsult
ENABLING PRODUCTIVITY
Thank You!
We appreciate the opportunity to provide you with information on
how we can help grow productivity in your organization.
Please do not hesitate to reach out to your point of contact for
more information:
ENABLING PRODUCTIVITY
Bradley Geldenhuys
e: brad@gtconsult.com
Chelcie Reynolds
e: chelcie@gtconsult.com
Tracy van der Schyff
e: tracy@gtconsult.com

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Webinar 02062016 Change Management & Governance

  • 1. Change Management & Governance Webinar – 02.06.2016
  • 2.
  • 4. So you KNOW you need to put something in place, but you have no idea where to start? In this webinar I'll share some practical knowledge on achieving this - as we have more than enough theory out there on this subject. - What is Change Management, what should Governance cover? - How to document this and understanding why you need to do what. Equipped with these tips and tricks - you'll go back to work - excited to put your Change Management Plan in place AND you'll understand the WHAT and the WHY.
  • 5. All new solutions, regardless of how small, results in change. Change management is a systematic approach to dealing with change, both from the perspective of an organization and on the individual level. When this is done successfully, employees are involved in and support the change process, take ownership and eventually work together to reach the common business goal and objective.
  • 6. The only difference between BIG words and small words is the font size.
  • 8. • Awareness of the need to changeA • Desire to participate and support the changeD • Knowledge on how to changeK • Ability to implement required skills and behavioursA • Reinforcement to sustain the changeR
  • 9. Approach - Project Change Management Method The following is a high level overview of the PROSCI Change Management Methodology, based on the ADKAR model as well as the application thereof: Prepare for change  Define the strategy  Prepare team Manage the change  Develop Schedule  Implement Schedule Reinforce the change  Collect and Analyse Feedback  Diagnose Gaps and manage resistance  Implement corrective actions and celebrate successes
  • 10. How do we apply this? Practical
  • 11. Prepare for the change
  • 12. 1. Define the Strategy 2. Prepare The Team
  • 13. The first thing that should happen is to plan the strategy. Without this any future effort or resources spent will be futile. • Change Management Plan • Governance Plan Planning!!
  • 15. 1. Develop Schedule 2. Implement Schedule
  • 16. • Change Management Plan • Governance Plan • Action the changes Doing!!
  • 17. • Document and finalize the strategy • Communicate the strategy • Start doing what you planned
  • 19. 1. Collect / Analyse Feedback 2. Diagnose Gaps / Manage resistance 3. Implement Corrective Actions / Celebrate Successes
  • 20. • Surveys • Communication • Measurement / Tools?? • Support Procedures
  • 22. • Develop • Implement • Feedback • Gaps • Define • Prepare • Corrective • Preventive Act Plan DoCheck
  • 30. What should the Change Management Plan / Governance Framework include? o Communication Strategy / Plan o Training Strategy / Plan o Permissions Plan / Business Rules o Governance Plan for Users / Technical o Launch Strategy for existing as well as new solutions o Feedback / Support Mechanism o Feature requests – determining of priority / ROI o Roles & responsibilities / Stakeholders
  • 31. At GT Consult we know how important it is to look at the bigger picture Simply training users in SharePoint does not ensure successful projects, user adoption or empowered users. Downloading the Governance Plan template and completing the generics, won’t deliver that either.
  • 35. The Academy follows the PROSCI / ADKAR approach to Change Management to ensure results, but what’s important, is that we’re not all about methodology and theory. We believe in what we’re doing – and why. It’s about being practical – and making sure that what you apply, makes sense to your business. We don’t do things just to “tick boxes”. If we don’t see the benefit of doing something – there’s no doing it.
  • 37. Deliverable 1 Preparation Workshop (Induction) Training for Project Team (5days – 8 users) Deliverable 2 Training and Plan (Approach & Schedule) Communications Plan (Approach & Schedule) Launch templates for promotion & communications Deliverable 3 Change Management Plan Deliverable 4 Permissions Plan Governance Plan Deliverable 5 File Plan ROI & Solutions Register Induction Manual to Intranet Maturity Model Below are package deals we offer to help small, medium and large enterprises develop and instil their Governance Frameworks.
  • 39. We aim to introduce our clients to the attitude, knowledge, and skills necessary to be successful employees, managers and eventually leaders in their respective environments. By investing the time, we are ensuring that our clients / students become “lifelong learners”. Coaching is all about ensuring the deliverance of short term goals – “things”, but Mentoring is what we pride ourselves in. This is where we build the relationships and trust, this is all about you – “the people”.
  • 41. User Adoption is not achieved by just training or handing out chocolates and balloons. Achieving user adoption requires user friendly solutions, relevant training, timeous communication and continued support. The Academy offers Launch Packages which include the following: Launch strategies Communication design and planning Suggestions for promotional gifts / prizes Design of Quick Reference Guides and Training material Feedback Mechanisms Delivering of launch & awareness sessions
  • 42. Return on Investment (ROI) Return on Investment (ROI)
  • 43. Surely one of the most difficult calculations would be the ROI on SharePoint Solutions and Training. Let us help you calculate and document your ROI on every solution – from End User and Super User through to Solutions which have a much bigger impact. Enabling your End Users from day 1 to do this calculation, and see the value they add, will contribute to user buy-in and add to your ROI bottom line. Return on Investment (ROI)
  • 44. A product that supports this initiative is SharePoint Vitals. It reports on User History, Active Users, Visited Sites, Page Hits, Heat Map, Site Map and it comes with Top 10 dashboard reports. The whole idea behind SharePoint Vitals is getting to the details, to give you better insight as to how users are connecting with your site. SharePoint Vitals shows you every detail of the users experience from page load time to time on page and what location they accessed the site from. Armed with these details you will be able to better understand the users experience and improve your SharePoint site.
  • 45.
  • 47. Aligning new job responsibilities to current KPI’s etc. might be a daunting task, but it is one of the most important tasks that lie ahead. As SharePoint is such a versatile product, using generic Job Descriptions won’t do. The Academy can help you define the necessary roles, as well as add a fun factor to it by designing personas.
  • 49. GT Academy follows a systematic, formal training methodology. The Company motto is “Enabling Productivity”, which is why the Academy’s motto is “Enabling People”. We believe in putting high importance on ensuring that our training focusses on more than just SharePoint. An employee equipped with the correct skills, to not only be effective, but efficient as well, will have high levels of psychological well-being and job satisfaction. Products or solutions cannot fix processes (people do), we KNOW that stand alone traditional SharePoint training will NOT ensure user adoption.
  • 50. What are we doing different? All our training includes PC Literacy and Soft Skills Training. This forms the foundation for any training, and sets the scene for successful learning. Below you’ll see the different modules offered by the Academy (keep in mind that we also develop customized training modules, based on the client requirement).
  • 51. SharePoint End User Module 1 SharePoint End User Module 2 SharePoint End User Module 3 SharePoint Super User Module 4 SharePoint Super User Module 5 SharePoint Administration Module 6 SharePoint Administration Module 7 Nintex Forms Module 8 Nintex Workflow Module 9 Microsoft + PC Literacy Module 10 Communicator Module 11 Executive Induction Module 12
  • 52. Thank You Special thanks to all the mentors in my life, for always having time for my questions and crazy ideas.
  • 53. CREDITS Veronique PALMER Carl STEIJN David RANDALL Quinton VENTER Bart DE VRIEZE Francois HUNTER Lucas VILJOEN Andre CHAPMAN Alistair PUGIN Bradley GELDENHUYS Dinah COETZER Jaco CAMPHER Wouter vd MERWE Thys FOURIE Kate ELPHICK Warren MARKS Craig TARR Palesa SIKWANE @tracyvds
  • 55. Thank You! We appreciate the opportunity to provide you with information on how we can help grow productivity in your organization. Please do not hesitate to reach out to your point of contact for more information: ENABLING PRODUCTIVITY Bradley Geldenhuys e: brad@gtconsult.com Chelcie Reynolds e: chelcie@gtconsult.com Tracy van der Schyff e: tracy@gtconsult.com