Planning
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.