The Change Model In Action Real Examples

Presentation Prepared by:Ken Fletcher

Sallie FrainierTom Price

Cynthia SylvesterMike White

Change Agent Toolkit 101

This presentation is to illustrate some Change Agent tools in action ..

Apply the CHANGE tools to real life examples

Change Agent Toolkit 101

What’s the desired outcome of this Change Agent presentation?

The ultimate goal is to …minimize disruption & maximize people’s time/energy when they are undergoing significant change!

Understand the nature, dynamics and emotions of CHANGE

Help each other work through the CHANGE process

The Change ModelTRIGGER

EVENT

ENDINGSGrief & Loss

TRANSITION ZONEChaos & Confusion

BEGINNINGSAcceptance & Renewal

Letting go!Hard to do !The old wayworks for some, so people experience a very real sense of loss

Getting on board!Again, can be hard to do and requires planningPeople can get lost because so much is happening at once

Making it work!Our ultimate goal and it requires planning to ensurewe haven’t left anyone behind

The OCFO Move

The OCFO Group, 140 people, will be moving to Emeryville after just moving on to the Hill in 2009. They were slated to move in April but that was delayed and now they will move in mid July….right at the time of year-end budget crunching and prepping next year’s budget forecast for DOE.

This CHANGE is bound to be disruptive to staff since it coincides with efforts to reorganize the way works get done (more team work)

and the roll-out of new Financial Systems Modernization Plan.

From pines to palms!

From This

To This

Table tennis anyone?

Historic warehouse with pizzazz!

OCFO Change ModelThe MoveTRIGGER

EVENT…make room for

Science

ENDINGSGrief & Loss

TRANSITION ZONEChaos & Confusion

BEGINNINGSAcceptance & Renewal

- Design a new bus route - Create OCFO hoteling/office

stations on Hill- Use video conferencing - Ergo consultation to maximize fit

& function of new work space- Site visit by staff prior to move- Individual troubleshooting & fixes,

e.g.,plan for white boards, housekeeping, and downsizing

- Name the conference room contest- Investigate lunch places together- Have staff plan a table tennis

tournament in lobby- Invite Dr. Alivisatos to visit (connected)- Ergo Sweep…get people comfortable

Renewal- Staff survey…to see what

works/doesn’t- Remind people of “The Job” and how their efforts are appreciated by the Lab

- Some may feel disenfranchised from Lab- Fear for accessibility to

clients- Travel time to the Hill- Downtime on the Hill- Miss the nature & views- Functionality and comfort of new space

Letting go!

Getting on boardSome Ideas!

Making it workSome Ideas!

Another Real Life Example of Change – EH&S Transition from MS PowerPoint 2003

To MS PowerPoint 2007

Here’s all that EH&S could see and what they thought - MS 2007 is 3xs number of mouse clicks – how’s this better?- MS 2007 is 2xs the time to create the presentation – this is awful!- MS 2007 will have a negative impact on 3600 Lab employees – they’ll hate it!

MS PowerPoint 2007 Example – Grief and Loss Phase

Where’s myAutoShapes& Drawing

Tools?

I’m not letting go of

my MS 2003

until we find a fix?

MS PowerPoint 2007 Example – Transition Phase

Chaos and Confusion ensued for awhile as EH&S investigated and found out…

• Microsoft Help or their MS 2007 website didn’t offer a fix for the problems

• The software usability expert corroborated problem, but didn’t offer a fix

• IT Desktop Support pointed them to the Berkeley Lab Institute (BLI)

• BLI offers 4 hour course at $50 but doesn’t cover PowerPoint

The bridges to nowhere!

EH&S says they are still in the TRANSITION stage…and the new BEGINNINGS will occur when the script is programmed to solve the problem Lab-wide

• The LBNL EH&S part time student assistant, LUCIA, developed a work-around to reconstruct the more efficient MS 2003 ribbon/tool bar menu for the staff