Introduction to Solleva GroupBuilding the capacity to Lead Change

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Navigating the change• Proven track record of managing complex business transitions

• Change management methodology that uses strategic insight as the catalyst for action

• Approach that will help you operationalize the change into your technical project plan

• Communications that integrate creativity, quality and organization themes

• Tested tools to apply demonstrated capability throughout the initiative

Sustaining results over the long term• Unmatched range of capability that brings expertise, solutions and resources to integrate the

components of change management

• Complementary expertise, such as process redesign, role definition and talent management, to create the infrastructure required to support behavior change

• Training designed to facilitate behavior change and delivered using multiple modalities

Solleva Group provides end-to-end expertise to take change initiatives from design to action and provide you with the guidance and tools to adapt to project realities with greater flexibility

Building the Capacity to Lead Change

What is Change Management?

Change Management is the process of aligning how people work and behave to fit specific changes in business strategy, organizational structure, or systems. Change management helps organizations successfully transition from a current state to a new, desired state.

CurrentState

NewState

“As Is” “To Be”

Transition

Increasing Comfort/ Control/Confidence

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What Does Change Management Accomplish?

Objectives of Managing Change::

•Minimize A: Duration of performance drop-off during transition phase

•Minimize B: Depth of performance drop-offduring transition phase

•Maximize C: Performance level afterimplementation

•Maximize D: Continuous improvement

:

D

Time

Change Implementation

Steady State A

B

CTransition Phase

Continuous Improvement

Stabilize

Valley of despair

The feelings people go through when experiencing change are similar to those feelings experienced during grief – and as in the stages of grief people can get ‘stuck’. Change Management helps people through these stages, while minimizing their loss of productivity

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Change Management Helps You Achieve Both Technical and Cultural Results

An effective approach to change management helps organizations maximize the desired business benefits

Technical/Process Change

New efficiencies or functionalities from new technologies, outsourcing or company integration

Behavior and Culture Change

Benefits derived from changedbehavior in the organization, such as:

• Better utilization of process and technology

• Increased cost savings realization

• Capability aligned with new business direction

CM Capability Leverage

Val

ue

Po

ten

tial

100%

Typical Benefits Realized

Unrealized Benefits

The Benefits of Effective Change Management

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The Challenges of Managing Change

• 30-80% of change initiatives fail– CIO’s Dynamic Market survey reports 62% of IT projects fail to meet their schedules and 25% get

cancelled before completion

– 30% of web development teams deliver projects late or over-budget, according to the Ruby Report

– A PwC survey found that only 2.5% of the companies surveyed completed 100% of their projects on time and within budget

– Gartner's industry analysts report a staggering 55 to 70 percent of CRM projects fail to meet their objectives

• 29% of organizations launch change initiatives with no formalized approach at all

• Despite these statistics, 80% of companies listed leading change as a Top 5 leadership competency

• 85% felt this competency was not as strong as needed in High Potential leaders

• Only 14-25% of organizations sought outside expertise to support change

A summary of research by organizations, including McKinsey, PricewaterhouseCoopers, CIO Magazine, the Standish Group, Ken Blanchard Companies and others.

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Despite the known benefits of a structured approach to managing change, organizations often neglect to apply proven frameworks

The Value and Difficulty of Frameworks

• A change management methodology, much like an architect’s blueprint, provides the overall design and objectives for managing the human aspects of a project– Solleva Group has expertise applying a variety of change management frameworks, including Kotter,

Beckhard, Pettigrew and Whipp, Lewin and many others

– We can integrate our approach with the methodology preferred by your organization

• It provides a structured plan to help you achieve a desired outcome

• It also gives project resources a consistent way to organize change-related activities and establishes a common language to conduct the work of change

• However, since the context and challenges are different for each organization change, our experience suggests that frameworks aren’t enough

The difficulty leveraging the value of proven change models may lie less in the construct of the model itself, and more in the challenge of applying a rational and uniform framework to the irrational and unpredictable elements of human behavior

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Applying Adaptive Capability: An Architecture of Change

• No matter how well structured and planned, once a project begins there are obstacles and challenges that require redesigning the plan or creating work-around solutions to help meet broader project objectives. – Some problems are technical problems that can be solved by applying

expertise.

– Others require solutions that are more adaptive and focused on navigating human emotions and behavior.

– Most problems are a combination of both and require a set of capabilities that allow change leaders to navigate the ambiguity and create flexible solutions to keep initiatives on track.

“The architect’s most useful tools are an eraser at the drafting board and a wrecking bar at the site.”

Frank Lloyd Wright

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• Successful change architects apply tools, like the eraser and the wrecking bar, to adapt the methodology-driven blueprint to the situational realities encountered on change initiatives

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Project Mgmt 101

Task Master

Division of Labor

Regular Meetings

Tested Tools

Task Clarity

Go to the Balcony

Listen

Find the Real Problem

Be Brutally Honest

Build Relationships

Ask Tough Questions

Our Approach to Change Management

Solleva’s Architecture of Change: Science & Art

The Architecture of Change helps you navigate the inevitable challenges and ambiguity once projects begin by applying adaptive capability in a structured framework that integrates with the technical objectives of projects

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What is Change Science?

Science provides the structure (roles, tasks, milestones) to support change management activities. This will help us integrate change into your technical project plan.

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Project Mgmt 101

Task Master

Division of Labor

Regular Meetings

Tested Tools

Task Clarity

.....Science

The Science of Change: Structure

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What is Change Art?

Art provides ways for dealing with the emotionally and behaviorally driven factors (networking, political managing, fears and resistance) of change management.

Art

Go to the Balcony

Listen

Find the Real Problem

Be Brutally Honest

Ask Tough Questions

Build Relationships

The Art of Change: Adaptability

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The Integration of Science & Art is the Difference

Science Initiators• Missed tasks or milestones• Inconsistent messaging• Risk or issue identification

Science Response• Perform stakeholder analysis• Assign Change resources to work

closely with teams• Reevaluate project plan and

determine contingency plan

Art Initiators• Political landscape has changed• Communications between groups

are strained• Project solutions have missed the

mark

Art Response• Identify underlying problems• Reintroduce the 10,000 ft view• Ask the tough questions to get

stakeholders to acknowledge and address the risk

Results: on-time delivery, engaged stakeholders, open communication, meaningful deliverables

Art

Art and Science: An Integrated Model

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Change Management Tools and Deliverables

• Readiness Assessment

– Culture Assessment

– Change Capability Assessment

– Change Competencies

– Organization Infrastructure Assessment

• Change Management Work Plan

– Team Charter

– Team Critical Success Factors

– Project Plans

• Leadership Preparation

– Leadership Interview Questionnaire

– Leadership Interview Guide

– Leadership Alignment Workshop Materials

• Kickoff Meeting Materials

• Stakeholder Management

– Stakeholder Profile Guidelines

– Stakeholder Maps

– Stakeholder Action Plans

– Feedback Issue Log

– Workshop Materials

– Position Descriptions

• Communication

– Audience Analysis Matrices

– Media Matrices

– Materials Templates

• Training

– Competency Requirements

– Logistics Plan

– Workshop Materials

– Evaluations

Our change projects have included a number of the following tools and deliverables

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How Solleva Group Supports Change Initiatives

Change Management Advisory Services

— Change Coaching – Access to senior level consultants who will help you identity overall change framework, develop a project plan, provide tools and templates and be available for ongoing guidance.

— Change Training – Available in half day, full day, and modular formats designed to jumpstart your team and get you headed in the right direction.

Project Management Services

– Solleva Group will help you by building detailed project plans, attending project meetings, providing tools and templates and ongoing project management support. We can help you prioritize your actions, determine resource gaps and manage to key milestones. This allows you to focus on understanding stakeholder needs and shifting attitudes and developing messages to key audience groups.

Full Consulting Support— Change Strategy and Planning – We identify overall project objectives, produce project plans and provide ongoing

updates and reports. Solleva Group can partner with you to perform stakeholder analysis and build action plans for addressing influential and impactful groups appropriately.

— Communications – We can create stakeholder and project team communications using a variety of formats that are tailored to align with organization level and corporate brand.

— Training and Knowledge Transfer – Our consultants will help you identify learning requirements, develop content, and deliver training material via a wide range of learning vehicles

— Analysis of People Implications of Change – We identify the effects that change will have on your people and can help you make changes to roles, job descriptions, competencies, and processes and we can build the tools to support them.

Solleva Group brings expertise to your change effort to ensure you meet project objectives

Additional Solleva Group Services

ChangeManagement

ProcessRedesign

RoleDefinition& Design

HREffectiveness

TalentAssessment

In addition to our core change services, Solleva Group can provide expertise to help you address the infrastructure required to achieve long-term, sustainable results

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Who Is Solleva Group?

We are a new firm that brings together a team of seasoned experts with a shared passion for helping organizations manage change.

• The Solleva Group can hardly say it has a history. While we are newly formed and not yet a recognized name in the world of change management services, we are anything but new to the world of organization transitions.

• We understand change management from a variety of perspectives and bring deep experience and a proven track record in managing these initiatives.

– Our partners have held executive roles in major companies and have led practice areas at leading consulting and service organizations.

– Our team members’ capabilities span change management, communications, technology, outsourcing, finance, human resources, process standardization, organization and job design, operations management, shared services, . . . and more.

– Our team members have managed a myriad of change initiatives such as technology and outsourcing implementations, merger integrations, divestitures, leadership transitions, restructurings and downsizings, and broad-based culture change for companies of all sizes ---- from major global organizations to regional family-owned businesses.

– Our team members have deep expertise in a variety of industries including financial services, pharmaceuticals, manufacturing, health care, utilities, media, chemicals, business services, education, government, and nonprofits.