{"id":22229,"date":"2023-04-27T07:14:06","date_gmt":"2023-04-27T12:14:06","guid":{"rendered":"https:\/\/blog.planview.com\/?p=22229"},"modified":"2023-05-26T15:14:29","modified_gmt":"2023-05-26T20:14:29","slug":"why-proactive-change-management-is-the-right-approach-to-transformation-part-1","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/why-proactive-change-management-is-the-right-approach-to-transformation-part-1\/","title":{"rendered":"Why Proactive Change Management is the Right Approach to Transformation (Part 1)"},"content":{"rendered":"\n<p>You know the saying: The only constant is change. It\u2019s true in business &#8212; it\u2019s certainly true in life &#8212; and&nbsp;it\u2019s why proactive change management matters.<\/p>\n\n\n\n<p>Consider <a href=\"https:\/\/mcas-proxyweb.mcas.ms\/certificate-checker?login=false&amp;originalUrl=https%3A%2F%2Fwww.gartner.com.mcas.ms%2Fen%2Fhuman-resources%2Finsights%2Forganizational-change-management%3FMcasTsid%3D20892&amp;McasCSRF=d7492b00ce839b28ebcc50ea52c2986f34e2a26f2c09235df604f93e93d6c2f1\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"ek-link\">this statistic<\/a> from Gartner:&nbsp;&nbsp;<\/p>\n\n\n\n<p>\u201cThe typical organization today has undertaken five major firmwide changes in the past three years \u2014 and nearly 75% expect to multiply the types of major change initiatives they will undertake in the next three years.\u201d&nbsp;<\/p>\n\n\n\n<p>As often as we humans must respond to change, you\u2019d think we\u2019d have a higher success rate with big changes at work, such as business transformations.&nbsp;<\/p>\n\n\n\n<p>Turns out that&#8217;s not the case.&nbsp;<\/p>\n\n\n\n<p>Back to Gartner: \u201cHalf of change initiatives fail, and only 34% are a clear success.\u201d&nbsp;<\/p>\n\n\n\n<p>When a transformation doesn\u2019t stick \u2013 whether it\u2019s <a href=\"https:\/\/mcas-proxyweb.mcas.ms\/certificate-checker?login=false&amp;originalUrl=https%3A%2F%2Fblog.planview.com.mcas.ms%2Fthe-types-of-business-transformation-your-organization-needs%2F%3FMcasTsid%3D20892&amp;McasCSRF=d7492b00ce839b28ebcc50ea52c2986f34e2a26f2c09235df604f93e93d6c2f1\" target=\"_blank\" rel=\"noreferrer noopener\">digital, Agile, organizational,<\/a> or a combination &#8212; you risk missing your critical business outcomes.&nbsp;&nbsp;<\/p>\n\n\n\n<p>You still don\u2019t move the needle on your growth targets. You still don\u2019t get products to market any faster. And so on.&nbsp;<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/why-proactive-change-management-is-the-right-approach-to-transformation-part-1\/#Enter_Organizational_Change_Management\" >Enter Organizational Change Management&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/why-proactive-change-management-is-the-right-approach-to-transformation-part-1\/#Integrating_and_Standardizing_a_PPM_System\" >Integrating and Standardizing a PPM System&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/why-proactive-change-management-is-the-right-approach-to-transformation-part-1\/#A_Change_in_Tools_Needed_a_Change_in_Governance\" >A Change in Tools Needed a Change in Governance&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/blog.planview.com\/why-proactive-change-management-is-the-right-approach-to-transformation-part-1\/#5-Point_Organizational_Change_Management_Plan\" >5-Point Organizational Change Management Plan&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/blog.planview.com\/why-proactive-change-management-is-the-right-approach-to-transformation-part-1\/#Scope_for_Organizational_Change_Management\" >Scope for Organizational Change Management&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/blog.planview.com\/why-proactive-change-management-is-the-right-approach-to-transformation-part-1\/#Make_Transformations_Stickier\" >Make Transformations Stickier&nbsp;<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\" id=\"h-enter-organizational-change-management\"><span class=\"ez-toc-section\" id=\"Enter_Organizational_Change_Management\"><\/span>Enter Organizational Change Management&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Organizational change management (OCM) &#8212; an approach to transformation that champions the \u201cpeople side of change\u201d &#8212; is one of the best strategies you can use to improve the effectiveness of your transformation initiatives.&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Because here\u2019s the thing: People are the common denominator in every change, large and small. &nbsp;<\/p>\n<\/blockquote>\n\n\n\n<p>And the more intentional you are about including the people in your company and communicating clearly with them, the more successful your change will be.&nbsp;<\/p>\n\n\n\n<p>In this&nbsp;series of three blog posts, you&#8217;ll dive into the story of a biotech company we\u2019ve recently worked with to help them align their technology and business teams so they could start achieving the outcomes of their transformation. &nbsp;<\/p>\n\n\n\n<p>Read on to find out how the principles of proactive change management played a large role in resolving pain points they experienced with their previous software implementation.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Integrating_and_Standardizing_a_PPM_System\"><\/span>Integrating and Standardizing a PPM System&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Before this biotech company came to Planview, its leadership recognized the need for managing the people side of change. The main stakeholders created a Project and Portfolio Management (PPM) Transformation Team to define the goals for a new project management office (PMO) and <a aria-label=\"implement a new platform (opens in a new tab)\" href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/project-portfolio-management\/\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"ek-link\">implement a new software solution<\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>The key objective for their transformation was to integrate and standardize their PPM system.&nbsp;&nbsp;<\/p>\n<\/blockquote>\n\n\n\n<p>Their diverse portfolio of projects spanned multiple business units and used an existing, partially configured project portfolio management system and various disparate tools. They had no data visualization or analytics tools available, which provided no actionable line of sight to the capacity of and demand upon the resources.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>They needed an easy-to-use system with robust resource management capability and intuitive analytics to improve project outcomes and maintain awareness of portfolio health.&nbsp;<\/p>\n\n\n\n<p>Specific pain points within the existing PMO ecosystem stymied the implementation of their existing Strategic Portfolio Management (SPM) and PPM solutions. Those pain points included, but were not limited to:&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">User Experience&nbsp;<\/h3>\n\n\n\n<p>Many users did not consider the current PPM system modern, intuitive, or user-friendly.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Demand Management&nbsp;<\/h3>\n\n\n\n<p>The absence of a consolidated view of demand with consistent governance and related processes hindered proactive planning, decision making, and overall control.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Financial Management&nbsp;<\/h3>\n\n\n\n<p>Due to loosely coupled PMO and financial management processes, it was difficult to ascertain or articulate how the technology organization contributed to business success.&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Methodology&nbsp;<\/h3>\n\n\n\n<p>The initial PMO operating state was federated across the business units with various tools and methods. Without a foundational process framework supported by the PPM toolset, it was difficult to set expectations and serve as an authority for standards of execution.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Toolset&nbsp;<\/h3>\n\n\n\n<p>The lack of an integrated PPM solution drove the proliferation of tools and hindered the establishment of standards for efficient and&nbsp;prompt project execution. Additionally, user adoption of their existing PPM system adoption was limited. The implementation focused too little on the people using the system and too much on simply using the system. &nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"A_Change_in_Tools_Needed_a_Change_in_Governance\"><\/span>A Change in Tools Needed a Change in Governance&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>As much as this company planned to integrate and standardize its PPM system to address the above pain points, it also planned a change in its governance structure. &nbsp;<\/p>\n\n\n\n<p>The PPM Transformation leaders at the biotech company understood that by creating a new Portfolio Management Office Center of Excellence (PMO COE) they could centralize and advance core PPM capabilities. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>This enabled their technology teams to better align with business demand.&nbsp;&nbsp;<\/p>\n<\/blockquote>\n\n\n\n<p>The new PMO COE drove the restructure to include a streamlined and simplified PPM landscape that supported collaboration and insights across all business units and the implementation of a holistic, fit-for-purpose PPM technology strategy.&nbsp;<\/p>\n\n\n\n<p>With these changes in governance and tooling, the company sought this business value: &nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Alignment on business value delivery&nbsp;<\/h3>\n\n\n\n<p>Business value is defined, checked throughout execution, and measured upon completion of work, in alignment with the stated objectives of the requesting business.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Accelerated execution through more efficient processes&nbsp;<\/h3>\n\n\n\n<p>Processes are right-sized, roles and responsibilities are clear, touchpoints with adjacent processes and teams are seamless, policies and controls are accounted for, and tools are simple and intuitive, allowing teams to focus on and accelerate delivery&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Visibility to and governance of the entire portfolio&nbsp;<\/h3>\n\n\n\n<p>They have a complete, holistic view of technology work and make fact-based decisions to drive delivery.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A single version of \u201ctruth\u201d for the portfolio&nbsp;<\/h3>\n\n\n\n<p>Consistent messaging and transparency, with aggregated portfolio data across business units for meaningful insights. &nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5-Point_Organizational_Change_Management_Plan\"><\/span>5-Point Organizational Change Management Plan&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>By leveraging the principles of proactive change management, this biotech company facilitated a holistic change implementation and adoption of their new PPM Transformation process and technology solutions for all stakeholders.&nbsp;<\/p>\n\n\n\n<p>The focus was on changing the people\u2019s mindset to move from the disparate systems along with the lack of use for the existing PPM system to think about transformation using a change-adapt-revise mindset. &nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Put simply, the people came before the technology. &nbsp;<\/p>\n<\/blockquote>\n\n\n\n<p>They developed the following guiding principles for change management&nbsp;to help the organization understand how to move through the change:&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Communicate&nbsp;<\/h3>\n\n\n\n<p>Provide targeted messages through a cohesive story relevant to the impacted stakeholders.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Engage&nbsp;<\/h3>\n\n\n\n<p>Enlist engagement from executives, directors, and manager influencers to mitigate resistance and increase adoption.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sponsor&nbsp;<\/h3>\n\n\n\n<p>Engage leaders across the organization who visibly support transformation and empower others.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Train&nbsp;<\/h3>\n\n\n\n<p>Deliver relevant, just-in-time training via multi-channel formats.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Recognize&nbsp;<\/h3>\n\n\n\n<p>Identify the early adopters and people who have contributed to the success of the transformation.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Scope_for_Organizational_Change_Management\"><\/span>Scope for Organizational Change Management&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Finally, the company incorporated these key focus areas to create a holistic, proactive change management plan.&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Stakeholder identification and management&nbsp;<\/li>\n\n\n\n<li>Planning and execution of program communication and branding&nbsp;<\/li>\n\n\n\n<li>Establishing the Change Champion role and responsibilities&nbsp;<\/li>\n\n\n\n<li>Preparing and guiding Change Champions through the change process&nbsp;<\/li>\n\n\n\n<li>Stakeholder feedback and lessons learned&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>End user preparation and training&nbsp;<\/li>\n\n\n\n<li>Change adoption monitoring and metrics&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Make_Transformations_Stickier\"><\/span>Make Transformations Stickier&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Organizational change management is a key strategy for improving the effectiveness of transformation initiatives, as it puts people first and acknowledges their role in change. By intentionally including people and communicating clearly with them, companies can improve their success rates.&nbsp;<\/p>\n\n\n\n<p>You want to know the rest of the story, right? Check out part two of this biotech company\u2019s story, where you\u2019ll learn five actions to <a href=\"https:\/\/blog.planview.com\/5-steps-every-organization-can-take-to-beat-the-transformation-odds-part-2\/\" target=\"_blank\" aria-label=\"help your organization beat the transformation odds (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">help your organization beat the transformation odds<\/a>.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Organizational change management (OCM) &#8212; an approach to transformation that champions the \u201cpeople side of change\u201d &#8212; is one of the best strategies you can use to improve the effectiveness of your transformation initiatives.\u00a0Why? People are the common denominator in every change, large and small. \u00a0<\/p>\n<p>And the more intentional you are about including the people in your company and communicating clearly with them, the more successful your change will be.<\/p>\n","protected":false},"author":209,"featured_media":22324,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":4,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[35,9546],"tags":[],"class_list":["post-22229","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pmo-project-management-organizations","category-transformation"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Why Proactive Change Management is Best for Transformation<\/title>\n<meta name=\"description\" content=\"Follow the story of a biotech company undergoing transformation to learn why proactive change management is critical to making change stick.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/why-proactive-change-management-is-the-right-approach-to-transformation-part-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why Proactive Change Management is the Right Approach to Transformation (Part 1)\" \/>\n<meta property=\"og:description\" content=\"Follow the story of a biotech company undergoing transformation to learn why proactive change management is critical to making change stick.\" \/>\n<meta property=\"og:url\" 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