Organizational Change Management in the Playbook

Organizational Change Management in the Playbook

OCM at Stoneridge

Following the company-wide Proven Process Refresh and the Refresh for Leaders series, the topic of Organizational Change Management (OCM) and how we can better support our team members in incorporating these elements into client-facing projects emerged as a critical area of discussion.

While the Proven Process serves as a foundation to help us deliver value to our clients, work successfully together as a team, and help us solve key challenges throughout the project, the incorporation of OCM is essential for guiding clients through transitions to ensure that new strategies, processes, and technologies are more effectively implemented, while helping clients recognize and realize the value of these engagements.

Who engages in OCM?

This past month, OCM content in the Playbook underwent a review with updates to content, roles, common activities, and resources to reflect current Proven Process Baselining definitions and roles and responsibilities, and to better meet the needs of our team members at Stoneridge to contribute to project and client success.

While many of the updated activities and content are now listed under the Engagement Manager role, it's important to recognize that everyone on the project team contributes to positive client outcomes and can embed Change Management into their regular ways of working and are invited to engage with the available resources as well.

What's new in the Playbook, and what resources are available?

All OCM updates can be found in the Project Types section of the Playbook.

BC Net New, CE Net New, and F&O Net New Implementation Project Types have been updated to archive out-of-date OCM activities/roles and include the following new activities, which can be found under the Engagement Manager (BC, F&O) or Project Management Team (CE) roles:

• Define Project Vision and Success Criteria

• Assess Client Readiness

• Establish Plans to Support Stakeholders

• Support Sponsors in Driving Engagement

• Measure Business Outcomes and User Behavior

• 20+ New Downloadable OCM Assets and resources have also been added throughout the Playbook and attached to relevant activities, including templates, learning materials, and best practices.

Keep reading for more info on where you can find these resources in the Playbook based on project type!

Key Assets

In the Key Assets of the BC, CE, and F&O Net New Project Types, the OCM Activity Flow has been added as an overview visual of the flow of the new OCM activities in the Playbook.

Define Project Vision and Success Criteria

• Locations:

  • BC Net New: Define > Engagement Manager

  • CE Net New: Define > Organizational Change Management > Project Management Team

  • F&O Net New: Define > Engagement Manager

• Downloadable Assets:

  • OCM Vision and Success Criteria Deck

  • Project Vision and Success Criteria Survey Template

Assess Client Readiness

• Locations:

  • BC Net New: Create > Engagement Manager

  • CE Net New: Create > Organizational Change Management > Project Management Team

  • F&O Net New: Create > Organizational Change Management > Engagement Manager

• Downloadable Assets:

  • Audience Analysis

  • OCM Readiness and Impact Slides

  • OCM Readiness Question Ideas

  • OCM Readiness Survey Results

  • Prosci PCT Assessment

  • Prosci Risk Assessment

  • Prosci Ten Aspects of Change

  • High-Level OCM Recommendations

Establish Plans to Support Stakeholders

• Locations:

  • BC Net New: Create > Engagement Manager

  • CE Net New: Create > Organizational Change Management > Project Management Team

  • F&O Net New: Create > Organizational Change Management > Engagement Manager

• Downloadable Assets:

  • OCM Plan Templates

  • Stakeholder Assessment Deck Template

  • Stakeholder Assessment Template

  • Stakeholder Engagement (Microsoft Reference) - Roles and Responsibilities

  • Stakeholder Engagement Plan (Microsoft Reference)

  • Training Plan Template

  • Training Strategy and Power User Kickoff Meeting

  • Training User Guide - Redacted Template (ERP, Mill)

Support Sponsors in Driving Engagement

• Locations:

  • BC Net New: Create > Engagement Manager

  • CE Net New: Create > Organizational Change Management > Project Management Team

  • F&O Net New: Create > Organizational Change Management > Engagement Manager

• Downloadable Assets:

  • Role of the Executive Sponsor

Measure Business Outcomes and User Behavior

• Locations:

  • BC Net New: Empower > Engagement Manager

  • CE Net New: Deploy > Organizational Change Management > Project Management Team, AND Empower > Project Management Team

  • F&O Net New: Deploy AND Empower > Organizational Change Management > Engagement Manager

• Downloadable Assets:

  • KPI Ideas

  • KPI Scorecard Slide Template

  • Measuring Success Guide (Microsoft Reference)

  • Measuring Success Templates

  • Project Change Readiness Survey (ADKAR)

Where can I submit feedback?

Submit feedback through the Stoneridge Playbook feedback feature. A member of the Continuous Improvement team or a Playbook Admin will respond to the feedback submission.