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Managing Changes

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

Mathieu COL PMP 2019 Thank you! 2


Forewordssion 1Forewords/8

• This training draws on the authors’ professional experience and


information available on Internet.

• Few examples are issued from:


-Capgemini Project management methodology
Case study introduction
-HP Project management methodology
-DXC Project management technology
-Project Management Professional certification (PMI)

• Theses methodologies are protected by Copyright

• Any reproduction of this document is prohibited without the written


consent of its authors
Mathieu COL PMP 2019
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Overviewon 1Forewords/8

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

What about you?


• Background
• Expectations?
• Questions?
?
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What about you?
• Background
• Expectations?
• Questions?

?
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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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?? ?

?
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?
What is a Change?

Basically, change is an alteration or a


modification.

It may also be looked at as the act or an instance


of making or becoming different.

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What is a Change?

• The change is a disruption between yesterday and tomorrow.


Yesterday does not exist anymore, tomorrow is new and unknown.

• The change exists because of the dynamic of individuals that are


implementing it.

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What is a Change?

• The change happen when:


-Ways of doing things are modified
-Context is evolving
-Tools are modified
-Knowledge and expertises are modified
-Strategy is changing
-Culture is amended
Case study introduction

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What is a Change?

Case study introduction

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Complexity factorsion 1Forewords/8

Badly defined Team


needs Financial Interaction
Unidentified constraints
Time
sponsor
constraints
Political
constraints …

Case study introduction


Previous Remote users
cases

Project manager Badly defined


experience scope

Multinational Virtual Human


Multicultural project team constraints
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Different types of change

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

Signs of organization resistance


1. Accidents
2. Increase in workers' compensation claims
3. Increased absenteeism
4. Sabotage
5. Increased in health care claims
6. Lowered productivity

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Sign of resistance

Signs of individual resistance


1. Complaints
2. Errors
3. Anger
4. Stubbornness
5. Apathy
6. Absence due to illness
7. Withdrawal

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Sources of resistance

1. Fear of the unknown


2. Economic implications – e.g. huge resources to invest on
change
3. Past contracts or agreements ( e.g. lease of equipment)
4. Organisational Culture
Individual self-interests or threats to power
5. Individual perception of Organisational goals

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Sources of resistance

6. Inconvenience – desire to maintain stability


7. Feeling of being attacked, threatened or betrayed
by changes announced by management
8. Fear of taking risks, being innovative or trying new
things.
9. Loss of traditional relationships or predictable
career patterns.

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Human perception of changes

•All changes make fear


•Changes means unknown
•First human reaction is to reject changes
•Changes breaks stability, security, …
•Most causes of resistance are human
•Managing change requires
To forget about past
Accept unknown
To see opportunities instead of issues
Accept a bit of efforts

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Human perception of changes

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How human react to changes?

PROATIVE PASSIVE PUSHING BACK

Positive about changes, Against change


Waiting to see results
good advocate Not always rational

10% 80% 10%

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How human react to changes?

The ones who accept

The pustchist The leader The proselyte

The ones who needs time

The negotiator The follower The sceptical

The ones who resist

I have seen I am not paid


I am against…
that before… for this…
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Complex or complicated?

A spaguetti plate is complex A plan is complicated

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Exercices
A. Break in group of 3 or 4.
B. Think about Changes you went through.
C. Pick one.

1. Explain the first feelings, the questions you wondered…


2. Explain the outcomes, what happened, what was the way
through…
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Session 2

Why do we need to manage changes?


Agendasion 1Forewords/8

1. What if we do not manage change?


2. What does managing change mean?
3. Change in project management

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What if we do not manage change?

Earth temperature is growing…

Th ecompany is purchased by a foreigner holding…

My job is moved to another city…

APB is replaced by Parcoursup…

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What if we do not manage change?

If nothing is done changes will


most probably impact
negatively the enterprise and
the individuals

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What does managing change mean?

• Managing change is the process that accompany the Enterprise


Change Life Cycle.
• Managing change means being proactive, anticipate changes,
controlling changes in order to transform issues into
opportunities.
Casemanagament
• Change study introduction
encompasses all the processes starting
from the perception of the problem, going through the
acceptation, and ending with the successfull implementation
of the modifications.

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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

• Just a fact • Done proactively


• Just communication • Developing levers of
• Just training communication, training,
• Case study introduction
Just leadership human resources management,
• Reactive motivation
• Just about « positive » changes • Involving all of us
• Controling transformation from
beginning to end

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4 types of changesion 1Forewords/8

Planned change Constructed change


• Response to a new rule, or a • Company evolution adapting to
change in the environment new market
• 1 year to 3 years • 1 to 10 years
Progressive
• Year 2K, Move to Euro • Strategy, Commercial, policies

Case study introduction


Crisis Change Adapted Change
• Solution to a unpredicted • Modification of processes and
issue methodology
Brutal • 1 day…. 1 month • 6/18 months
• Accident, Client suing, • New tools/rpoduct requiring rapid
shutdown of computers implementation

Imposed Choosen

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Change in project management

• What percentage of projects end up according to plan?


• What percentage of projects have contested results?
• What percentage of projects end up failing?

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Change in project management

• What do project fails?

Stakeholders not committed


Bad definition of project deliverables
Bad information of working processes
Lack of control of environment
Change actors not efficient
Lack of control of changes
No risk management

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Change management objectives

OBJECTIVE 1: Commitment of stakeholders


• Understanding expectations, willingness,
• Understanding fears, resistance
• Setting up process of communication
• Proposing actions to communicate, train, workout
resistance Stakeholder Enterprise

OBJECTIVE 2: Transformation of the enterprise


• Assess current situation
• Assess issues, risks, fears, resistance
• Evaluate options
• Implement processes to accompany changes Culture

OBJECTIVE 3: Energise evolution


• Change is a trigger for constant evolution to adapt people,
process and enterpise to the evolving world, and make it
more efficient more successful
• Change should become a culture

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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

Break in small groups


Pick a Case

Answer the questions


1. What does the change means for me?
2. What does the change means for the others?
3. What are the fears?
4. What opportunities could come with the
change?
Present to the class
Class can interact (question, challenge, …)

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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

Mathieu Col
Restart from last session

What did you « digest »


since last session?

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https://www.youtube.com/watch?v=I2HqW-AAb20
Session 3

What will drive failure and success?


Agendasion 1Forewords/8

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

• Poor commitment of management


• Poor integration otf team driving changes
• Weak training, communication
• Difficulty to manage efficiently communication to
individuals and group simultaneously

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Success factors

• Make people feel the need for changes


Communicate opportunities
Communicate positive outcomes
Communicate negative outcomes if nothing is done
• Get commitment from stakeholders
from individual
from management
• Provide a clear vision of the outcome desired
Vision should « talk » to each stakeholder
Adapt communication to stakeholder
Be clear & enthusiastic
• Implement several change levers in parallel
Chose appropriate lever
Get momentum of majority of individuals ASAP
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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

Fighting fires instead of focusing on plans


Perceptions to get new actions
added every day and losing the
sense
Fire fighter

Thousands
sheets cake

Exausted

Giving up
Tired after huge effort upfront

Elastic effect Feeling to keep giving without


receiving anything

One team progressing


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Motivation principles

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

1. When the need for change is clearly identified and


accepted
2. When the change is focussed and participation has
occurred.
3. When there is the necessary support and management of
the change
4. When the new arrangements/working practices are clear.
5. When the change is supported in every facet of the
organisation

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Remove barriers

1. Uncertainty/unknown in doing business a new way.


2. Lack of senior management commitment
3. Lack of effective planning
4. Expectation gap
5. Poor training

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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.

• Les discussions préliminaires, les phases de préparation et de formation engagées par le


groupe Santander visent un seul objectif : déclencher l’adhésion des collaborateurs, et pas
seulement l’acceptation du changement en cours. Un pari réussi, puisque la banque
Santander fait désormais partie des premiers groupes bancaires sur le sol britannique !

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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

French law to set the speed limit to 80k/h

• What were the triggers of the change?


• How was the change implemented?
• How did the people react?
• Did it succeed ?
• What would you have done differently?

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Session 4

Change Life Cycle?


Agendasion 1Forewords/8

1. Change Life Cycle


2. Human perception of changes
3. Management styles
4. Sponsors position

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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

Passivité, maintien des


comportements existants

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

Case study introduction


ADVERSARIES CHALLENGERS
Fair

Fair Good
RELATIONSHIP QUALITY
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Exercise
Create teams of 3 or 4 individuals

During 10 mn in each team


• Build 3 questions on the lessons learnt where you have
the answers

One team after the other


• Ask the questions to all
• Give your answers

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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.

They sell the data and the analysis to the customer.

Their current model leverage mailings (paper), they want


to implement a new digital model (email, QR code, CERFA,
Web pages to consult data, …)

Mr Brilliant is appointed as PM to manage this change.

Mr Brilliant staff a team (you!) to help him accomplish the


task.

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Key players

M. Brillant: PM, P4U

M. Dieu : CEO, P4U


M. Radint : CFO, P4U
Mme Souris : CIO, P4U
Mme Clavier : Data Entry Department Manager, P4U
M. Fluff: Marketing Mgr, P4U
Mme People: HR Mgr, P4U

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Exercise

1. Clarify context (changes, ….)


2. Clarify changes, barriers, success factors
3. Clarify change actions, change actors
4. Propose plan to manage change efficiently

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Managing Changes

Mathieu Col
Restart from last session

What did you « digest »


since last session?

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Session 5

4 phases to manage change


Agendasion 1Forewords/8

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

• When change is announced the first feeling is « disruption » that


each individual will interpret as a risk of regression.

• Depending on the level of energy, the individual expresses more or


less resistance.

• Reaction could be doubt, fear, push back…

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Phase 2: assessment

This is the start of the acknowledgement. The individual starts to see


objectively the situation, what will remain, what will change… the
impacts for him….

The « declic » is the moment when the individual decide to change.

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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.

He starts to see the steps that he will have to make.

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Phase 4: action

The individual is engaged in the change implementation,


he executes the plans he has defined and move
progressively toward the « new state ».

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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

In many cases, changes are presented to teams with immediate actions


required, while individual need time to digest the information, manage the
mourning, and see the opportunities rather than the issues..

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

In the doubt phase

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

In the assessment phase

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

In the project phase

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

In the action phase

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 capacity of an indidual to call himself into question is proportional to


his level of energy and ability at this proper moment to step back.

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

During his life, each individual register consciously or unconsciously the


experiences he is facing. In the future each decision each behaviour he will
have make will refer to this « book of knowledge ».

Facing a situation, we do not do « what we should » but « what we know


how to do » corresponding to what is closest from his past experience.

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Essential mechanism: recognition

• Individuals use resources he knows


• To help an individual to change, we need to make his
system of recognition evolve.
• Otherwise the individual will keep doing what he knows.

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Essential mechanism: fear repressed

• During his life each idividual face difficulties, obstacles


and mistakes.
• The willingness to succeed or the success itself allow to
overcome this fear.
• When new challenges are coming make these fears come
to surface.
• This explain why individual facing changes easily see
them failing.

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Managing Changes

Mathieu Col
Session 6

How to further improve change management


Agendasion 1Forewords/8

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

Who in organizations are responsible for managing change activities?

The answer is 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

What can Change agents do?

The options essentially fall into four categories:

1. Structure/organisation,
2. Technology,
3. Physical setting,
4. People.

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Change Action Type

1. Changing structure involves making an alteration in authority


relations, coordination mechanisms, job redesign, or similar
structural variables.
e.g.: change of equipment, engineering processes, research
techniques or methods of production or delivery of service
2. Changing technology encompasses modifications in the way work is
processed and in the methods and equipment used.
e.g.: adopting new technology, improving tools or equipment,
designing new systems to suit new equipment or acquisition of
new skills

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Change Action Type

3. Changing the physical setting covers altering the space and


layout arrangements in the workplace.

4. Changing people refers to changes in employee attitudes, skills,


expectations, perceptions, and/or behaviour.
e.g.: employee behaviour by focusing on their skills,
attitudes, perceptions and expectations

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Change actors

In many organizations there are different responses to


change among the different levels of power, authority, and
responsibility as explained below:

• 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.

• They usually underestimate the impact that change has on their


employees.
• They tend to isolate themselves.
• They avoid communicating or seeking bad news, because it is difficult
for them to admit they don't know.
• They expect employees to "go along" when a change is announced
and blame their middle managers if people resist or complain about
the change.
• They feel betrayed when employees don't respond positively.

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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.

• They feel pulled in different directions.


• They feel deserted, blamed or misunderstood by their
superiors.

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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

✓ Make others feel important.


✓ Promote a vision.
✓ Keep your promises, follow-through on your commitments.
✓ Admit mistakes.
✓ Praise in public and criticize in privacy.
✓ Be a source of enthusiasm.
✓ Stay close to the action.
✓ Be approachable and available.
✓ Make a game of competition.

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Tools to manage Change

Change Announcement Worksheet:


When preparing to announce a change, and before the change meeting
consider filling out a comprehensive worksheet as follows:

1. What is the change? (Be specific). -------------------------------------------------------

2. What is the reason? -------------------------------------------------------------------------

3. Likely impact? --------------------------------------------------------------------------------

4. Benefits? ---------------------------------------------------------------------------------------

5. Drawbacks? ------------------------------------------------------------------------

6. Details known? --------------------------------------------------------------------

7. Details not known? ---------------------------------------------------------------

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Tools to manage Change

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Tools to manage change
Key audiences

Employees Program teams Steering

Who we are Charter initially & as needed

Where we go POR/roadmap quarterly


Key deliverable/vehicles

Case study introduction


Where we are at
Monthly status monthly

Business reviews quarterly

Intranet On going

What ‘s new? Discussion board On going

eMail box Ongoing

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Techniques to manage Changes

Technique Utilisation Avantages Inconvénients

Lorsque la résistance est due à Peu efficace en cas de manque


Éducation et communication Efface les malentendus
une désinformation de confiance et de crédibilité

Lorsque les résistants sont assez Prend beaucoup de temps et


Accroît l'implication et
Participation compétents pour apporter leur mène éventuellement à une
l'acceptation
contribution solution médiocre

Lorsque les résistants sont


Peut faciliter certaines Coûte cher et ne garantit pas une
Aide et soutien victimes de craintes et
adaptations réussite
d'angoisses

Peut coûter cher et offre à


Lorsque la résistance est l'œuvre Peut permettre « d'acheter » des
Négociation et entente d'autres la possibilité d'exercer
d'un groupe puissant engagements
des pressions

Peu coûteuse, mais passe par


Lorsque l'appui d'un ou de des accords affectifs et des jeux Risque d'échec et de perte de
Manipulation et cooptation plusieurs groupes puissants est de séduction (avec des crédibilité de l'agent du
nécessaire conséquences psychologiques changement
lourdes)

Produit de la tension, du conflit,


Pour éliminer des opposants, Peu coûteuse a priori. Rapide, si
des retraits.
Coercition pour s'assurer d'appuis de on peut utiliser un rapport de
Peut conduire à des blocages
certains contre d'autres forces existant.
ultérieurs
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Techniques to manage change

Respect my values!
Nobody will effort if the
ouctomes does not bring value
to his eyes

Gives me means! Be fair!


Nobody will make effort if Nobody will make effort if the
he has not enough means to outcomes is not worthwile
succeed

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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.

They sell the data and the analysis to the customer.

Their current model leverage mailings (paper), they want


to implement a new digital model (email, QR code, CERFA,
Web pages to consult data, …)

Mr Brilliant is appointed as PM to manage this change.

Mr Brilliant staff a team (you!) to help him accomplish the


task.

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Key players

M. Brillant: PM, P4U

M. Dieu : CEO, P4U


M. Radint : CFO, P4U
Mme Souris : CIO, P4U
Mme Clavier : Data Entry Department Manager, P4U
M. Fluff: Marketing Mgr, P4U
Mme People: HR Mgr, P4U

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Exercise

1. Clarify context (changes, ….)


2. Clarify changes, barriers, success factors
3. Clarify change actions, change actors
4. Propose plan to manage change efficiently

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Managing Changes

Mathieu Col
Restart from last session

What did you « digest »


since last session?

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Session 7

Managing change as a project professionnal


Agendasion 1Forewords/8

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

RACI matrix is one tool to define responsibilities

R Responsible Execute task, imply workload and competencies

A Accountable Own task completion responsibility

C Consulted Provide on request advices and support

I Informed Get info by Task owner

S Support Provide help when required

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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

• Difference between issues and risks


• Issues are problems that did occur, risks are problems that
may occur
• Address issues when occurring (Action Item list)
• A non identified/non forecasted risk is a potential issue
• List risks with their occurrence probability and possible
impact
• For each risk, identify means to reduce occurrence
probability and mitigate possible impact
• Monitor regularly risks and assess their trend

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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.

They sell the data and the analysis to the customer.

Their current model leverage mailings (paper), they want


to implement a new digital model (email, QR code, CERFA,
Web pages to consult data, …)

Mr Brilliant is appointed as PM to manage this change.

Mr Brilliant staff a team (you!) to help him accomplish the


task.

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Key players

M. Brillant: PM, P4U

M. Dieu : CEO, P4U


M. Radint : CFO, P4U
Mme Souris : CIO, P4U
Mme Clavier : Data Entry Department Manager, P4U
M. Fluff: Marketing Mgr, P4U
Mme People: HR Mgr, P4U

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Exercise

1. Clarify context (changes, ….)


2. Clarify changes, barriers, success factors
3. Clarify change actions, change actors
4. Propose plan to manage change efficiently

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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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