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Planning

C2

Set out a change plan that defines the projects, programmes, and activities needed to achieve and sustain the required change in the context of all previous and planned changes. Develop a risk management plan. Plan business integration. Maintain momentum by planning for and achieving short-term goals.

Improvement Planning

Practices-Outcomes-Metrics (POM)

Representative POMs are described for Planning at each level of maturity.

2Basic
  • Practice
    In the change plan, define the projects and activities required to achieve the organizational change.
    Outcome
    There is clarity on how projects and activities relate to the organizational change.
    Metric
    # of change projects and activities defined.
  • Practice
    Consider the risks encountered in previous change initiatives when planning a new change initiative.
    Outcome
    The change plan addresses some risks encountered in previous change initiatives.
    Metric
    Inclusion of previous risks encountered in the organizational change plan.
3Intermediate
  • Practice
    Define clear targets and goals for the different stakeholder groups, with both consideration of change readiness and a focus on business integration and agility.
    Outcome
    The implementation plan considers the different stakeholder groups and their readiness for change, and has an agile business focus.
    Metric
    # of targets and goals for different stakeholder groups.
  • Practice
    Define the interface with project and programme management.
    Outcome
    The implementation plan clarifies boundaries and differentiates the responsibilities of organizational change from those of other related roles.
    Metric
    Documentation of the interface with project and programme management.
  • Practice
    Plan for some short-term goals.
    Outcome
    Achieving short-term goals helps to drive momentum for change.
    Metric
    # of short-term goals in the organizational change plan.
  • Practice
    Document a dedicated risk management plan to determine and assess known risks.
    Outcome
    The likelihood of success of planned activities can be assessed against known risks.
    Metrics
    • Existence of a risk management plan for the change initiative.
    • # of risks assessed.
    • % of identified risks for which risk treatment strategies are defined.
  • Practice
    Align the dedicated risk management plan with project and programme management.
    Outcome
    The change initiative risk manager collaborates with project and programme management.
    Metrics
    • Existence of a risk management plan for the change initiative.
    • # of risks assessed.
    • % of identified risks for which risk treatment strategies are defined.
4Advanced
  • Practice
    Use an active plan that indicates progress towards the strategic goals, business integration, and any need for remedial action.
    Outcome
    The plan indicates progress and highlights any need for remedial action, making clear what actions are required.
    Metric
    Indicators of progress towards the strategic goals, business integration, and remedial action in the organizational change plan.
  • Practice
    Include some scope for experimentation and local improvement efforts in the change plan.
    Outcome
    Experimentation and local improvement efforts create buy-in and help develop the agility to adapt to continuous change.
    Metric
    Inclusion of scope for experimentation and local improvement efforts in the organizational change plan.
  • Practice
    Identify appropriate actions to overcome or minimize the predicted and known risks in the risk management plan.
    Outcome
    The level of detail in the risk management plan reflects the scope, complexity, and risk of the change initiative and identifies actions to overcome or minimize any adverse effects.
    Metrics
    • Existence of a risk management plan for the change initiative.
    • # of risks assessed.% of identified risks for which risk treatment strategies are defined.
5Optimized
  • Practice
    Include a feedback mechanism to ensure adaptability and optimization of the change plan.
    Outcome
    The planning process ensures adaptability to continuous change, optimization of the plan, and development of resilience to change.
    Metric
    Feedback records in the organizational change plan.
  • Practice
    Identify actions in the risk management plan to maximize performance throughout the change initiative.
    Outcome
    The risk management plan identifies approaches to maximizing performance and promoting change sustainability.
    Metrics
    • Existence of a risk management plan for the change initiative.
    • # of risks assessed.
    • % of identified risks for which risk treatment strategies are defined.
  • Practice
    Continually review the change initiative risk management plan for improvement opportunities.
    Outcome
    The change initiative risk management plan is updated as appropriate to reflect the emerging realities of the change initiative.
    Metric
    # and frequency of revisions to the change initiative risk management plan.