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Mathieu Col
Agendasion 1Forewords/8
Forewords/overviews
Introduction
1. What is a change?
2. Why do we need to control changes?
3. What will drive failure and success?
4. Case
Changestudy introduction
Life Cycle
5. Four phases to manage changes
6. How to further improve change management
7. Managing change as a project professional
References
Objectives
• This module is made to provide you with a basic understanding of what Change management is
about.
• It is not intended to make you a professional Change Manager or provide any kind of PM
certification.
Structure
• 4 sessions of 3 hours each.
• Case studies will be leveraged during the whole module.
• Academic knowledge will be shared in connection with the case studies.
• Exam will happen during last session.
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OverviewForewords/8
Mindset
• Content in English, discussion in French/English
• No home work expected…
• … But we need your full contribution during the lessons!
• There is no wrong question.
• Open and friendly discussions.
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Overview1Forewords/8
# Calendar Focus
Intro
Part 1 Jan 29, 2-5pm Room 120 What is a change?
Why do we need to control changes?
What will drive failure and success?
Part 2 Feb 1st, 5-8pm Room 120
Change Life Cycle
Four phases to manage changes
Part 3 Feb 6th, 1-4pm Room 236
How to further improve change management
Managing change as a project professional
Part 4 Feb 15th, 1-4pm Room 125
Case study presentation, Conclusion
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Hello!
I am Mathieu Col
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Session 1
What is a change?
Agendasion 1Forewords/8
1. What is a change?
2. Different types of changes
3. Complexity factors
4. Signs and sources of resistance
5. Human perceptions of changes
6. Human reactions to changes
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?
What is a Change?
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What is a Change?
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What is a Change?
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What is a Change?
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Complexity factorsion 1Forewords/8
Environment
Institution
Enterprise
Team
People
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Different types of changesn 1Forewords/8
Imposed
Change
can be
Desired Required
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Sign of resistance
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Sign of resistance
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Sources of resistance
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Sources of resistance
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Human perception of changes
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Human perception of changes
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How human react to changes?
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How human react to changes?
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Exercices
A. Break in group of 3 or 4.
B. Think about Changes you went through.
C. Pick one.
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What if we do not manage change?
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What if we do not manage change?
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What does managing change mean?
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What does managing change mean?
Evolution
New ways
Unknown
Habits
Known Tomorrow
Security
Yesterday
Balance is made between the risks & opportunities percieved and the
willingness of the people to go to « Tomorrow »
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What does managing change mean?
IS NOT IS
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What does managing change mean?
IS NOT IS
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4 types of changesion 1Forewords/8
Imposed Choosen
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Change in project management
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Change in project management
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Change management objectives
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What are the fears?
What opportunities could come with the change?
Personal case:
I was « forced » to move house…
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EXERCISE
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What are the fears?
What opportunities could come with the change?
CASE 1:
I broke my legs and needs to lay down during 2
months…
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What are the fears?
What opportunities could come with the change?
CASE 2:
My company is implementing a new messaging
tool
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What are the fears?
What opportunities could come with the change?
CASE 3:
I am fired…
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What are the fears?
What opportunities could come with the change?
CASE 4:
My French enterprise is bought by a US
multinational...
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Managing Changes
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Restart from last session
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https://www.youtube.com/watch?v=I2HqW-AAb20
Session 3
1. Reasons of failure
2. Success factors
3. Risks when changes occur
4. Motivation principles (Hertzberg, …)
5. Set the conditions for success
6. Remove barriers
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Reasons of failure
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Success factors
• Motivate all
Get maximum of people involve in change
• Monitor progress
Communicate success, steps after steps
Get management involved
• Value success
Put under the red light « the makers »
Make « positive noise »
Focus on small actions bringing fast results to create momentum
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Risks when changes occur
Thousands
sheets cake
Exausted
Giving up
Tired after huge effort upfront
Mc Gregor
Theory X: need to control people because they are lazy
Theory Y: need to responsibilize people because they have great ideas
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Motivation principles
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Set the conditions for success
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Remove barriers
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Remove barriers
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Example of successfull Change Management
SANTANDER
• Premier groupe du secteur bancaire espagnol, Santander décide d’établir ses activités sur le
territoire britannique en 2008. Pour ce faire, son P.-D.G. Emilio Botin opte pour l’acquisition de
plusieurs institutions financières historiques du pays, parmi lesquelles Bradford and Bingley
ou encore Alliance and Leicester.
• Le hic : ces institutions britanniques, dont la création remonte jusqu’en 1849, sont depuis
longtemps paralysées par des pratiques ancestrales et une aversion marquée pour le
changement.
Case study introduction
• Pour moderniser, mais aussi pour unifier les méthodes de ces institutions britanniques, le
directeur de Santander n’hésite pas à communiquer auprès de tous ses collaborateurs, y
compris ceux qui ne sont pas affectés par la transformation à mener.
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Example of successfull Change Management
DIRECTLINE
• Direct Line, groupe leader du secteur de l’assurance britannique, naît dans la douleur. Tout
commence en 2008, au beau milieu de la crise financière : la Royal Bank of Scotland (RBS) est
sommée de se séparer de son département Assurances par les régulateurs de l’Union
Européenne si elle veut percevoir les aides d’État destinées à la remettre sur pied.
• Paul Geddes, directeur du département qui gère les assurances de la RBS, n’a pas le choix : il
ne doit pas seulement mener la transformation au sein de son équipe, mais bien sa séparation
de la maison-mère, et ce dans les plus brefs délais.
Case study introduction
• 18 mois : c’est le temps qu’il lui faudra pour reconstruire de toutes pièces une entreprise
d’assurances viable et assurer le transfert des données clients, le tout sans disposer d’aucun
plan B. Là encore, et malgré l’urgence du contexte, Paul Geddes parvient à maîtriser une
situation de crise pour la transformer en opportunité commerciale : c’est bien là tout l’enjeu
de la conduite du changement en entreprise !
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Team work
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Session 4
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Change Life Cycle
•Resistance:
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Change Life Cycle
Denial:
• When a big change is announced, the first response is often
numbness.
• The stage of denial can be prolonged if employees should
just move directly into the new ways.
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Change Life Cycle
Resistance:
• Resistance occurs when people have moved through the
numbness of denial and begin to experience self-doubt,
anger, depression, anxiety, frustration, fear or uncertainty
because of the change.
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Change Life Cycle
Exploration:
• During this stage, energy is released as people focus their
attention on the future and toward the external
environment once again.
• Another word for this phase is chaos.
• Again, it is at this phase that people tend to draw on their
internal creative energy to figure out ways to capitalize on
the future.
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Change Life Cycle
Commitment:
• After searching, testing, experimenting and exploring a new
form begins to emerge.
• When this happens, the individual or group is ready for
commitment.
• During this phase employees are ready to focus on a plan,
willing to re-create their mission and build action plans to
make it work.
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Change Life Cycle
Required actions
• Confront individuals with information.
Denial • Explain what to expect and suggest actions they can take to adjust to the
change.
• Listen, acknowledge feelings, respond empathically and encourage
support.
Resistance
• Don't try to talk people out of their feelings or tell them to change or pull
together.
• Focus on priorities and provide any needed training.
• Follow up on projects underway.
Exploration
• Set short-term goals.
• Conduct brainstorming, visioning and planning sessions.
• Set long-term goals.
• Concentrate on team building.
Commiement • Create a mission statement.
• Validate and reward those responsible to the change.
• Look ahead.
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Change Life Cycle
Leadership
Sublimation: Attitude de proposition et de soutien
Adhésion sans réserve au Energie + actif , de questionnement constructif
projet, absence de distance
critique
Intégration
Acceptation par la mise en œuvre
Insatisfaction des comportements attendus
Annonce
Satisfaction
_
Déni: refus de comprendre, +
négation du changement Argumentation
négociation, exploration des
Inertie arguments contraires,
repérage des gains
Résistance
Colère manifestation du
désaccord Résignation
Acceptation « intellectuelle » du
Manipulation tentative changement, suivisme
d’atténuation ou d’annulation du Energie -
changement Abattement
démotivation, perte de
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Human perception of changes
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Human perception of changes
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Mangement styles
ENGAGEMENT
DIRECTIF PERSUASIF
AUTOCRATIC UTOPIST
ADAPTATIF
OPPORTUNIST
DELEGATE PARTICIPATIF
BUREAUCRATIC PATERNALIST
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Sponsor’s position
YES-MEN ALLIES
Good
PROJECT SUPPORT
Fair Good
RELATIONSHIP QUALITY
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Exercise
Create teams of 3 or 4 individuals
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Case study
Panel4you (P4U) is an enterprise selling statistical data.
They have implemented panel of people who on regular
basis answer questionaries about new products.
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Key players
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Exercise
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Restart from last session
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Session 5
1. 4 phases theory
2. 4 phases (Doubt, Assessment, Project planning, Actions)
3. Mistakes to avoid
4. How to accompany changes during each phase
5. Essential mecanisms (confidence, anchorage, recognition,
fear repressed)
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4 phases theory
Change announced
Doubt
Action
Reject
Project
Assessment planning
Declic
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Phase 1: doubt
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Phase 2: assessment
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Phase 3: project planning
The individual has accepted the idea of the change, and that this
change makes his future. He integrates this in his vision and plan.
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Phase 4: action
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4 phases: mistake to avoid
Jumping directly to the action is not advice, as you will miss the
« digestion » of the changes and will probably not endorse fully the change
Doubt
Action
Reject
Assess
Project
ment
Declic
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4 phases: mistake to avoid
Each phase has its own importance and should be managed cautiously by
the team accompanying the move.
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How to accompany changes
Objectives:
help the teams express their fears.
Principle:
You will get less resistance if people are listened about their fears as early as
possible in the cycle.
It is important to get management involved at this step.
Proposed approach
Step 1: announce of the change to the manager (before the teams)
Step 2: manager develop their plan to accompagny changes
Step 3: announce the changes to the teams (with or by the manager)
Step 4: help managers organise meetings with their teams and individual
Step 5: summarize all information (reactions, fears, expectation, …)
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How to accompany changes
Objectives:
• help teams build their confidence, allowing them to be clear with current and future
states
Principle
• Each individual work for the esteem of himself and the people who surround them.
• Resistance comes when people fear losing recognition they use to have.
• If the manager set a relationship of confidence, showing that the recognition won’t
be lost, that will ease the individual overcome the difficulties.
Step 6: communicate to all the assessment done, the questions raised, and the answers
provided
Step 7: set working groups on different themes related to the changes
Step 8: encourage managers to develop a positive attitude toward changes
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How to accompany changes
Objectives:
Allow team to move toward the future with a positive mindset
Principle:
The level of investment of each individual is related to his confidence that future is more
attractive than the past.
Change is motivating when percieved as a mean (rationnal) to serve an end (emotionnal)
Step 9: communicate the vision with a project that mobilise and overcome changes.
Step 10: bring each manager to nail down the vision at the level of his team
Step 11: allow each manager to help each individual
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How to accompany changes
Objective
Ensure all are involved in the construction of the future.
Principles
Action plans are implemented efficiently when teams have been involved ahead.
The level of success of an individual depend largely from the early steps.
The quality of the monitoring will lead to the speed of the execution
Step 12: Help managers manage their team according to the plans defined.
Step 13: Help managers get their team as involved as possible (delegate, …)
Step 14: Ensure all progresses are recorded by each individual (anchorage, ..)
Step 15: Record changes, progress, over time
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Essential mechanisms
1. Doubt
2. Anchorage/memory
3. Recognition
4. Process to manage fears
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Essential mechanism: Doubt /confidence
The energy is the delta between the level of confidence and the doubt, this
is the energy used to cover daily tasks and the additionnal effort driven by
the change.
Energy
Confidence
Doubt
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Essential mechanism: anchorage
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Essential mechanism: recognition
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Essential mechanism: fear repressed
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Managing Changes
Mathieu Col
Session 6
1. Change Agents
2. Change Action types
3. What makes a successful Change Agent?
4. Change Actors
5. Tools to manage changes (Change Announce Sheet,
CAB…)
6. Techniques to manage changes (communication
framework, …)
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Change Agents
Change Agents
• Persons who act as catalysts and assume the responsibility for
managing change activities.
• Change agents can be managers or non-managers, employees of the
organization or outside consultants.
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Change Agents
1. Structure/organisation,
2. Technology,
3. Physical setting,
4. People.
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Change Action Type
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Change Action Type
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Change actors
• Top Management
• Middle Management
• Employees/Workers/Associates
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Change actors
Top Management
In a traditional organization, top management has a hard time comin to
grips with the direct implications of the change.
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Change actors
Middle Management
Managers in the middle feel the pressure to "make the organization
change" according to the wishes of the top management.
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Change actors
Employees/Workers/Associates
• Workers often feel attacked and betrayed by changes announced by
management.
• They are usually caught off guard, not really believing that "my
company could do this to me."
• Many respond with resistance, anger, frustration and confusion.
• Their response can solidify into a wall of "retirement on the job."
• They become afraid to take risks, be innovative or try new things.
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What makes a successfull Change Agent
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Tools to manage Change
4. Benefits? ---------------------------------------------------------------------------------------
5. Drawbacks? ------------------------------------------------------------------------
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Tools to manage Change
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Tools to manage change
Key audiences
Intranet On going
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Techniques to manage Changes
Respect my values!
Nobody will effort if the
ouctomes does not bring value
to his eyes
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Case study
Panel4you (P4U) is an enterprise selling statistical data.
They have implemented panel of people who on regular
basis answer questionaries about new products.
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Key players
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Exercise
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Managing Changes
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Restart from last session
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Session 7
1. What is a Project?
2. Why a methodology to manage changes in project?
3. Roles and Responsibilities
4. Issue management
5. Risk management
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What is a project?
Project
• Temporary endeavor undertaken to create a unique product or service.
• Has a definite beginning and end and interrelated activities.
• Projects cease when declared objectives have been attained.
Scope
Cost Time
Programs
• Are a set of projects, and may adopt new set of objectives and continue to
work.
• Strategic programs are programs directly tied to Company strategic
priorities and most often governed at CEO level.
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Why a methodology to manage changes in projects?
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Why a methodology to manage change in projects?
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Roles and responsibilities1Forewords/8
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Roles and responsibilities1Forewords/8
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Issue management
Ishikawa Diagram
• Structured analysis of causes of an issue
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Risk management
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Risk management
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Risk management
Corrective actions
Preventive actions
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Case study
Panel4you (P4U) is an enterprise selling statistical data.
They have implemented panel of people who on regular
basis answer questionaries about new product.
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Key players
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Exercise
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How do you
feel now
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References
« Getting to YES »
Roger Fisher, William Ury & Bruce Patton
«
« Everything is negotiable »
Gavin Kennedy – Random House Business Books
« Petit traité de manipulation à l’usage des honnêtes gens »
Robert-Vincent Joule et Jean-Léon Beauvois – PUG
« L’art de la guerre »
Sun Tzu – Editions Mille et une nuits
L’élan socio-dynamique
Jean-Christophe Fauvet : (livre de 1997, MAJ 2004)
Manager dans la complexité,
Dominique Génélot 1992
Pour une science du changement
Arnaud Tonnelé juin 2009
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Thank you for your attention
Mathieu COL
mathieucol@sfr.fr
+33 6 72 99 31 20
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