Navigating the People Side of Change on an Agile Project · 2018-04-03 · Navigating the People...

Navigating the People Side of Change on an

Agile Project

Tina Saunders, Manager, CapTech

Learning Objectives

• Identify the differences and critical success factors for managing change on an Agile (vs. Waterfall) project • Describe how to lead change sprint by sprint • Discuss a successful Agile OCM approach

#ACMP2015 © 2015 Associa1on For Change Management Professionals. 2

Agile OCM Challenges


Write down 1-‐2 Agile OCM challenges

We are now changing what?

How fast is this sprint?

What do you mean you don’t know the

end state?

It changed again? We’re going

to release when?

But we’re not ready!!!!

Top three challenges


Planning Time Informa1on

The critical success factors you learn today will provide the tools to meet these challenges head on!

What do these challenges have in common?

Breaking it down in stages


These are the three stages in which you will need to lead and manage change

Today we will learn the top three critical success factors for each stage

Stage One: Kickoff


What do you need to do first, no matter when the OCM effort is initiated?

Kickoff: CSF #1


Cri1cal Success Factor Change You First

Change You First


Execute Analyze Plan

Are you used to having information up front?

Change You First


Can you lead without slides?

Can you facilitate when you don’t have the answers?

Change You First


The flow of information, revelation of impact, and evolution of

solutions is a constant churn

with Agile

?

? ?

?

? ?

Change You First


Cri1cal Success Factor Change You First

It affects how you problem solve challenges and how you will lead change.

Kickoff: CSF #2


Cri1cal Success Factor Unify your change partners

Unify Your Partners

• Beta Users • Communications • Human Resources • Training Developers • Training Facilitators


• Application • Business Operations • Training Environment • Change Sponsors

Unify Your Partners


• Set Guidelines • Set Expectations • Explain Drivers • Align to Mission • What’s at Risk? • Relate Their Significance • Motivate to participate

Unify Your Partners


Engaged

Infor

med

Go Live!

Kick Off!

Unify Your Partners


Cri1cal Success Factor Unify your change partners

It affects their mindset, motivation, and participation in the success of the project.

Kickoff: CSF #3


Cri1cal Success Factor Keep plans simple

Keep Plans Simple


Analyze

Plan

Execute

Waterfall Assess Execute (Repeat)

Agile

Keep Plans Simple


Here

There

Waterfall

Keep Plans Simple


Here

There

Agile

Kickoff: CSF #3


Cri1cal Success Factor Keep plans simple

It frees you up to let the details evolve without costly rework.

Stage One: Kickoff


•  Change you first •  Unify your change partners •  Keep plans simple

What could go wrong?




Wasted time, confusion, and disarray are big costs you can’t afford

Remember…

Stage Two: Sprint by Sprint


What do you need to do to lead, not follow, change sprint by sprint?



!!! Finalize Train the Trainers

Training

Go Live

Sprint by Sprint: CSF #1


Cri1cal Success Factor Assess impact story by story


Story

Assess Impact Story by Story

Stories are like bite-sized

requirements



Who, What, Why, and How

“As a(n) _____, I need to ____, so that ____.” (who) (what) (why)

Acceptance Criteria = How

Story:

Now you have what you need to assess impact!



“As a(n) _____, I need to ____, so that ____.” (who) (what) (why)

Story:

“As a Claims Intake Agent, claim intake process in a dropped call scenario,

I need to complete the

so that I can submit the claim to back office and maintain regulatory compliance.”



1.  Select “dropped call” from the Action Menu 2.  Check box to confirm dropped call

a) Select “cancel” if not a dropped call scenario and return user to previous screen

3.  Enter up to 500 characters into explanation text box

4.  Submit claim to back office



“As a Claims Intake Agent, claim intake process in a dropped call scenario,

I need to complete the

so that I can submit the claim to back office and maintain regulatory compliance.”



As Is/To Be assessment

Same people?

New steps?

Easier? Faster? More complex? New skill set?

Is it a performance measure today/

tomorrow?

Reporting?


Cri1cal Success Factor Assess impact story by story

It provides you insight to assess change impact and keep pace with the sprint schedule.




Cri1cal Success Factor Equip and engage

stakeholders in the journey

Equip & Engage Stakeholders


Don’t wait until the end-state is figured out to begin engaging stakeholders

Engage early and bring them on the

journey!


It builds their understanding and ownership of the end state.


Cri1cal Success Factor Equip and engage

stakeholders in the journey



Cri1cal Success Factor Build training as you go

Build training as you go


nalyze esign evelop mplement

valuate

esign ssess evelop

mplement valuate

Waterfall Agile



Remember, time is limited after product completion

Finalize Train the Trainers

Training

Go Live

! !



Leverage your Beta Users!


It keeps pace with the sprint schedule, minimizing risk of pushing out the release date.


Cri1cal Success Factor Build training as you go



•  Assess impact story by story •  Equip and engage stakeholders in

the journey •  Build training as you go

What could go wrong?




Waiting for anything is a cost you can’t afford

Remember…

Stage Three: Release


What do you need to do to get ready for the release?

Release: CSF #1


Cri1cal Success Factor UAlize hands-‐on training

Minimizes training materials

Quick incorpora1on of last-‐minute code

changes

The most flexible design op1on

Be]er training

experience

Accelerates the review process

Utilize Hands-on Training


Do Don’t Use test environment Record CBTs

Use same environment for TTT as training Depend on screen shots

Have system SMEs to troubleshoot

Create Unnecessary Materials

“Pad” class length Forget your Beta Users

Release: CSF #1


Cri1cal Success Factor UAlize hands-‐on training

It maintains current training content without hours of editing and rework.

Release: CSF #2


Cri1cal Success Factor UAlize review sessions to

finalize materials

Utilize Review Sessions


Review Edit Review Edit Finalize

Sequential Reviews

Review Session

Review Finalize

Waterfall

Agile

Release: CSF #2


Cri1cal Success Factor UAlize review sessions to

finalize materials They accomplish the same goal but in a faster,

more collaborative manner.

Release: CSF #3


Cri1cal Success Factor Leverage your Beta Users at

Go Live

Leverage Your Beta Users


The Beta Users are your strongest user group. So, let them lead the way.

They are critical to the stabilization and sustained success of the project.

Release: CSF #3


Cri1cal Success Factor Leverage your Beta Users at

Go Live Their personal connection has the biggest

impact on sustained user adoption.

Tying it All Together


•  Utilize hands-on training •  Utilize review sessions

to finalize training materials •  Leverage your Beta

Users at Go Live

•  Assess impact story by story •  Equip and engage

stakeholders in the journey •  Build training as you

go

•  Change you first •  Unify your

change partners •  Keep plans

simple

Learning Objectives

• Identify the differences and critical success factors for managing change on an Agile (vs. Waterfall) project • Describe how to lead change sprint by sprint • Discuss a successful Agile OCM approach #ACMP2015 © 2015 Associa1on For Change Management Professionals. 55

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Navigating the People Side of Change on an Agile Project · 2018-04-03 · Navigating the People...

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