Summer 2023
CLASS 3
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Our Journey Through This Class
2
• Overview of Organizational
Change Management
• Understanding the Different
types of Change in an
organization
A
B
• Understanding and articulating
the drivers of Change
• The Importance of Leadership
in Managing Change; Creating
a coalition for driving the
change
• Understanding how a Change
will impact Stakeholders
• Developing a Change Strategy
to enable adoption
• Implementing the Change Part 1
• Implementing the Change Part 2
• Hypercare for Change
• Measuring the success of the
Change
• Supporting organizations in
evolving their Change maturity
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Key Concepts for Lesson 3
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1. What are the questions we would typically ask to assess the drivers of change
2. How do drivers of the change inform the case for change
3. What is the case for change and why is it important
4. What are some core components in a case for change
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
4
1. What are some of the different types of change in an organization
- We covered at least 4 different models for assessing the type of change support
needed
2. How can we evaluate the type of change support required based on the type of
change being proposed
- Each model was discussed in terms of change support needs
3. What are some key activities associated with different types of change
- We focused this discussion primarily on the mindset, technology, process, and
culture change model
4. Why understanding the type of change being employed is important to your change
approach
- We discussed how depending on the breadth, depth, timing, and outcomes of the
change would influence what model we might lean on
Recap of Last Week
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Your Questions or Comments So Far?
5
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
6
What is the case for change and why
is it important
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Quick Video on Developing a Case for Change
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1. https://youtu.be/3uOkB45w1zs
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Who Needs to be Involved in Developing a Case
for Change
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1. Project Sponsor
2. Any key leaders that will be significantly impacted by the project
3. Any functional teams who have supported the business case
development for the changes (ie. Tech teams who compiled the business
case for a new technology)
4. Anyone else the project sponsor believes would share meaningful
insights on the drivers of the change
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
9
What are the questions we would
typically ask to assess the drivers of
change
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Understanding the Drivers of a Change are
Primary to Developing a Meaningful Case for
Change
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CONTEXT FOR CHANGE
VISION FOR THE FUTURE
KEY FACTORS FOR CHANGE
SUPPORTING THE CHANGE
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Context for the Change (1/4)
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• To understand the context for the change we need to ask questions that
help us identify the root cause of why the change is occurring and why it’s
important that it happens now
Where is change being driven from?
External Forces:
• Demand from Clients (client input)
• Shifting Market Dynamics
Internal Forces:
• Desire to compete differently in the marketplace
• Response to new operating model
• Current model had become stagnant
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Context for the Change (2/4)
12
• To understand the context for the change we need to ask questions that
help us identify the root cause of why the change is occurring and why it’s
important that it happens now
Why must we change now?
• What do we stand to gain if we change now
• What do we stand to lose if we don’t change now
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Context for the Change (3/4)
13
• To understand the context for the change we need to ask questions that
help us identify the root cause of why the change is occurring and why it’s
important that it happens now
What does the ideal state look like?
• A clearly articulated value proposition
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Context for the Change (4/4)
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• To understand the context for the change we need to ask questions that
help us identify the root cause of why the change is occurring and why it’s
important that it happens now
How was our determination of the ideal state informed?
• Client survey feedback
• Direct client conversations (phone/in-person)
• Colleague feedback
• Regulatory reviews
• Internal audit
• Competitor scan
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Vision for the Future
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• Understanding the Vision for the future will ensure that your articulation
of the change is accurate and relevant
What does the ideal state look like for the organization?
• How far away are we from the ideal state
• What are the areas of major gaps that we must address to meet the ideal state
• How we will measure ourselves against these goals?
• Client KPIs and strategic assignments: tracking/planning/executing
• Client Satisfaction: Annual Client Surveys
• Market Share
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Key Factors for the Change
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1. It is also important to understand what the expectations are for the
changes as it relates to the 3 critical areas People, Processes and
Technology
PEOPLE
• Who are our stakeholders at every level of the organization?
• What are the ideal behaviors for each stakeholder level?
PROCESSSES
• What are the attributes and capabilities of each of our stakeholder groups? (start with job
descriptions)
• What are the activities/tasks they will be responsible for? (start with job descriptions)
TECHOLOGY
• What are the technologies and other tools that will set up our
stakeholders and their processes for success?
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Supporting The Changes
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1. Finally, it will be important to understand how the changes will be
supported as they are enabled.
COMMUNICATION
• What are the key messages for each of our stakeholder groups?
LEARNING
• What kind of training will each stakeholder group need?
ACCOUNTABILITY (PERFORMANCE MGMT)
• How will each stakeholder group be accountable?
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Your Questions or Comments So Far?
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Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Break
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10 min
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
20
How do drivers of the change inform
the case for change
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
The MUST HAVE components of the Case for
Change include, an overview of Why the change
needs to happen and why it needs to happen now,
the vision for the future and the benefits that can
be gained, and what is at risk if the change is not
undertaken
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CONTEXT FOR CHANGE → why change and why now
VISION FOR THE FUTURE → future / ideal state
KEY FACTORS FOR CHANGE → the stakeholder impacts
SUPPORTING THE CHANGE → how the change will be supported (sometimes
not included in high-level case for changes
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Example
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Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Example
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Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Example
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Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Example
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Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Your Questions or Comments So Far?
26
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Your Turn – Group Breakout
27
20 min
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Your Turn – Group Breakout
28
20 min
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
Break
29
10 min
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
30
Lecture summary
1. The case for change is one of the most important things a change
manager can do when they start a project
2. It helps to define the North Star and helps you as the manager clarify the
type of change support required
3. It also helps you identify the key stakeholders that will be impacted by
the change – which is a critical element of change activity – creating a
coalition to support the change (more on that next week)
Take this effort very seriously – make sure you are prepared for your
conversations and make sure you identify the right people to engage upfront
Managing Change ORG6350 | Summer 2023 | Instructor: Rozita Moazemi
Rozita Moazemi Copyright
REMEMBER - Group Project Team Selection
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• If you haven’t already PLEASE send me the name of your team members by
EoD class (one person to send the email with everyone else Cc’d)
• If you don’t have a group please send me an individual email by next class.
• I will aim to have your reflection papers marked and sent back by class 4
(maybe 5 ☺)
Have a great week!