1 The CMO – One Size Fits All? Jake Julia, Ph.D.Brenda Sprite Northwestern UniversityNavigator...

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The CMO – One Size Fits All?

Jake Julia, Ph.D. Brenda SpriteNorthwestern University Navigator Management Partners

Session Presented at the Inaugural Global ACMP ConferenceMay 3, 2011

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Introductions

Brenda SpriteSenior Consulting Professional and Change Leadership Practice Lead,Navigator Management Partners

Jake JuliaAssociate Vice President for Change Management and Associate Provost for Academic Initiatives,Northwestern University

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Overview

• Realizing the Strategic Value of a CMO

• An Adaptable CMO Model

• CMO Roles

• Real-Life Examples

• A Transitional Road Map

What’s in this session for you?

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Incr

easi

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Dec

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pro

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Turnover of valued employeesTangible customer impactActive resistanceOpt-out of the change

1st communication or1st rumor

Time

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Dept. D

Productivity lossEmployee dissatisfactionPassive resistance

Prosci’s Flight Risk ModelCopyright Prosci 2009.

Dept. A

Dept. B

Dept. C

Dept. D

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Dept. B

Dept. C

Dept. D

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Dept. B

Dept. C

Dept. D

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Dept. B

Dept. C

Dept. D

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Dept. D

Change Is Exponential

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The CMO Defined

• Is unique to each organization

• May be organization-wide or project-specific

• Contains a core of change management professionals

• Applies a consistent methodology

• Aligns change management initiatives with organizational strategy

The Change Management Office …

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The CMO Model is Spreading

Organizations around the world are moving toward a CMO …

Defense Energy Support Center

United Nations

Virginia Department ofSocial Services

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A CMO Model

A CMO provides a proactive, organized and consistent perspective …

… to get repeatable and sustainable results

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CMO Roles

The Change Management Office may contain a variety of roles …

RoleCMO

FundedBusiness Funded

Change Management Strategist

Communications Strategist

Learning Lead

Talent Management Lead

CM Project Advisor

Business Unit CM Partner

Strategy

Communications

Talent Management

Learning

CM Project Advisor

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Benefits of a CMO

• Constant core of Change Management professionals

• Strategically-aligned benchmarks

• Appropriate level of dedicated Change Management support across projects

• Right Change Management resources at the right time, to support the dynamic nature of projects

• Built-in mechanism to gain business unit acceptance

Your organization could benefit by creating a CMO …

Centralizing Change Management expertise and support minimizes the impacts of future planned changes and provides a mechanism to

evaluate and sustain human performance in the future

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The CMO Model is Spreading

Organizations around the world are moving toward a CMO …

Defense Energy Support Center

United Nations

Virginia Department ofSocial Services

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The CMO in Action – Northwestern University

Northwestern University is a private research university founded in 1851 …

• 3 campuses

• 12 schools

• 16,475 students

• 2,500 full-time faculty

Annual Operating Budget = $1.8 billion

Total Research Awards/Grants > $557 million

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The CMO in Action – Northwestern University

The Office of Change Management was established in 2000 …

• The Provost and Senior Vice President for Business and Finance recognized the need to enhance academic and administration structures, policies, work processes and systems

• Significant organizational complexity

• Initially created for a three-year period

The mission of the Office of Change Management is to initiate and accept change

efforts that facilitate the improvement of people, processes, and systems

for the university community.

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The CMO in Action – Northwestern University

The OCM continues to report jointly to both academic and administration leaders …

• Provost (Academic operations)

• Senior Vice President for Business and Finance (Administrative operations)

The Office of Change Management has five team members …

Associate Vice

PresidentTwo Directors

Program Assistant

One Project Manager

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The CMO in Action – Northwestern University

The CMO is governed by the Change Management Advisory Group …

• Comprised of deans, faculty and senior staff

• Provides ongoing input and guidance on the development and execution of the University’s change agenda

• Monitors progress on implementing change agenda initiatives

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The CMO in Action – Northwestern University

The CMO has six key areas of focus …

1. Improve organizational effectiveness

2. Help enhance cross-unit work processes

3. Identify and facilitate process improvement efforts

4. Implement major administrative systems

5. Facilitate cultural change

6. Improve quality of service across the University

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The CMO in Action – Northwestern University

The CMO helps campus units realize results by…

• Facilitating the identification of an issue/problem

• Diagnosing the issue/problem

• Developing a plan/process/solution for addressing the issue/problem

• Implementing the solution to the issue/problem

• Developing assessment mechanisms to measure the outcomes of change efforts

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The CMO in Action – Northwestern University

Recent change initiatives include…

Financial Management Systems Replacement

School of Communication Curriculum Restructuring/ Outcomes Assessment

University Hospital Partnership DisaffiliationResidence Hall

Security InitiativeNU

Professional Schools Financial Model Review

Feinberg School of Medicine Administrative Roles and Responsibilities Framework

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The CMO in Action – Northwestern University

An Initiative Overview Template is used to organize each change initiative …

• Title:

• Purpose:

• Expected Outcomes:

• Key Individuals Involved:• Project Sponsor:• Project Leader:• Project Facilitator(s):

• Approach/Key Roles:

• Projected Timeframe:

• Potential Costs:

• Key Factors Affecting the Success

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The CMO in Action – Northwestern University

What model is right for you?

• Determine your institutional needs Is the change a specific organizational change or a systematic

change? Is the change long-term or short-term

• Develop the solution that best fits your institutional needs

Which model best fits your organization? What are some organizational culture considerations? How much will it take to address this need? Are you willing to

allocate the necessary resources? What is the plan and approach?

• Confirm visible executive/leadership support

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A Transition Road Map

Consider Span of Organizational Influence

Identify and Engage Sponsors

Build the Business Case

Define CMO Competencies

Define Roles and Create Staffing

Model

Revisit the Business Case and Secure

Funding

Launch CMO!

There is not a straight path to launch a CMO …

© 2011 Navigator Management Partners`

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Resources

• CMO Model

• CMO Role Descriptions

• CMO Functions and Deliverables

• Transitional Road Map

We want you to use the handouts from today’s session …

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Questions

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Contact Information

Brenda Spritebsprite@navmp.com(517) – 282-7042

Jake Juliajjulia@northwestern.edu(847) - 491-2912