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Four Common Types of
Change
Presented by Sonja AlmliePMP®, CCBA®, PMI-ACP®, CSM®
― And How to Effortlessly Deal
With Them
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Sonja Almlie, PMP®, CCBA®, PMI-ACP®, CSM®
Practice Director and Senior Instructor
• Chief architect of Rita’s project management
legacy.
• Leader of RMC Learning Solutions Project
Management Practice.
• Subject matter expert for the PMP® Exam Prep
8th Edition book. Co-author of PM Crash Course
2nd Edition book.
• With over 20 years of experience, Sonja offers a wide
range of real-world experience managing projects in IT,
web technology, process optimization, usability and
marketing. Industry-specific experience in the financial
services, non-profit, and transportation sectors.
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Our Agenda
• Types of Change
• Strategies to Deal with Each Change– The Change Triangle
– Project Manager As Change Agent
• Preparing for and Delivering Change– Change Management Assessment
– Change Management Checklist
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Delta
In Greek:
4th letter of the alphabet
In Mathematics: Represents Change
At PMI®:
Represents the Talent Triangle
Strategic Alignment &
Business Management
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Discussion: Changes
What types
of changes
have you
encountered?
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Four Types of Change
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Enterprise Level Change
Example: Zappos® “Holacracy™”
Challenges:
• Lack of internal support, resistance
of those not on change team
• Competition can respond more quickly
• Gets in the way of completing
day-to-day work
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Internal Business Change
Examples: Pay Pal®, Google®
Challenges:
• Market demands/speed of
competition
• Inflexible organizations unable
to change
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Software Application Change
Example: Implementation of a new
SFA or patient reporting tool
Challenges:
• Use may not be unilaterally enforced
• Requires ongoing training & support
• Likely to require more resources
and costs
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PMO Change
Example: PMO suggests trying to define
requirements using Agile methodologies
Challenges:
• Expertise may be challenged
• May face staged roll-outs, longer time
to implement
• New roles for business as product
owner and self-organizing teams
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The Change Triangle
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Successful Change
-John P. Kotter
“70% of major
change initiatives
within organizations
are unsuccessful.”
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Change Iceberg
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Change Triangle
Results
Beliefs
Actions
Experience
Management
wants
Management
displays
Individuals affected
need to change
Individuals
affected has
Source: Adapted from “The Change Pyramid” ― Change the Culture, Change the Game, Connors and Smith, 2011
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Project Manager
As Change Agent
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Change Curve
Shock
Denial
Frustration Acceptance
Despair
Exploring
Integration
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Change Curve and PM Process
Groups
Shock
Denial
Frustration Acceptance
Despair
Exploring
Integration
Initiate Plan ExecuteMonitor
and Control
Close
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Change Curve and PM’s Role
As Change Agent
Source: Adapted from Program Delivery Effectiveness Group and their modification of the William Bridges’ change curve
Counselor Educator Coach Booster
Shock
Denial
Frustration Acceptance
Despair
Exploring
Integration
Initiate Plan ExecuteMonitor
and Control
Close
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Preparing and Delivering
Change
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Tools and Techniques to Use
Experience• Observation
• Interviews
• Document
analysis
Beliefs• Focus groups
• Surveys
Actions• Root cause
analysis
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Discussion: Tools & Techniques
1. Identify the tool
or technique you
could use.
2. How you would
use it?
3. How does it define
stakeholder needs?
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Assessment
Stop by the
RMC booth for
your copy of the
Assessment form
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Checklist
Stop by the
RMC booth for
your copy of
the Checklist
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Summary
• Identify type of change
• Evaluate current state
• Understand results required
• Perform ROI and business case
• Plan future state
• Lead delivery of future state
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Questions?
Stay Connected:
• Connect on LinkedIn: Sonja Almlie
• Like Us on www.facebook.com/rmcproject
• Look for upcoming open forum webinars at
shop.rmcls.com
[email protected] • 952.846.4484
shop.rmcls.com
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