Introduction to Change Management

Change management is the "application of a structured process and set of tools for leading the people side of change to achieve a desired outcome." This approach supports the transition of individuals and teams experiencing organizational changes, such as the changes we are taking to improve our HR Foundation and deliver best-in-class HR services for our team members across the System, and give them the opportunity to be active participants in the change.

While project management focuses on the tactical side of achieving goals for a project, change management focuses on preparing people for success, with change support, communications, and training.

Research shows that change management increases confidence in the direction and outcomes, accelerates results, and emphasizes the benefits of the change.

Common Change Roles & Responsibilities

Sponsor: Executive leader(s) accountable for change resources, visible support, removing barriers and getting results
Governance Body: Steering committees, change control boards, or advisory councils who provide key guidance and make critical decisions
Project/Program Team: Group of workstream leads and contributors responsible for planning and delivery for a project, program, or initiative
Project Manager: Person who helps team define, drive, and track milestones, schedule and plan work, and manage risks
Change Lead: Person who makes a plan and helps people get ready for change by collaborating and communicating with stakeholders and providing change support and training
Change Team: Subject matter experts and people called 'change agents' who help represent concerns of stakeholder groups and help people adjust to changes

Framework for Integrated Project and Change Management

PROJECT LIFECYCLE	PROJECT MANAGEMENT SCOPE	CHANGE MANAGEMENT SCOPE
Project Definition	Scope of work and business case Sponsor identification Estimates for resources, budget, schedule Project charter with success metrics	Change assessment and change ROI Sponsor engagement contract Stakeholder and organizational impact analysis Change management scope & estimates
Project Authorization	Cost/benefit and feasibility analyses Project proposal and approvals	Change vision, outcomes and benefits Change challenges, risks and mitigations
Project Initiation	Project team identification and roles and responsibilities Team principles and commitments to ways of working Project kick-off meeting and project plan development	Change network and change leadership kickoff Change plan (comms, change support, training) aligned to project plan
Project Delivery	Project team meetings and status reports Implementation activities and risk management Project metrics reporting and sponsor updates	Change plan implementation and tracking Sponsor engagement to share change vision Support understanding and activation of change
Project Closeout	Closeout checklist and notify stakeholders Lessons learned, final report, case study and files mgmt. Offboard vendors, close-out project number Team celebration	Change metrics results and socialization Change sustainment plan for post-launch Sponsor and change lessons learned Team/Change Network appreciation

This content is for Internal Use only.