Organizational Change Management Employee Assessment Tools

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Organizational Change Management (OCM) is essentially about People Readiness for an upcoming work place change. The practice can involve working with leadership, employees, internal customers and other parties to ensure that they are prepared for a new product, service, technology tool, etc.

However, it is important to focus on the readiness of the employees who are end users of the change being rolled out. It is critical to work with these employees to build understanding and support of the change, ensuring they are prepared and feel involved and supported.

We will explore three key assessment tools one can leverage in order to measure the degree and type of change employees are facing. Stakeholder Analysis, Business Impact Assessment and Gap Analysis.

The data gathering for these assessments can involve quantitative research such as an analysis of business documents.  However, the data is most often gathered via qualitative research methods such as interviews and surveys.

We will discuss the purpose of each of the tools and a template example will be provided. The first tool is a Stakeholder Analysis.

Stakeholder Analysis – Description

Stakeholder analysis is particularly useful when you need to anticipate the reactions of, or seek support from, various stakeholders. In this context, a stakeholder is any person, group, or entity that that can influence the success of, or is impacted by, the change effort.

Leader and Department-level analysis is particularly important since it helps one develop a point of view on what changes need to take place at the various levels for success. It highlights anticipated reaction, what stakeholders need from the strategy, what the project team needs from stakeholders and a plan to address.

Template Example

The below Stakeholder Analysis worksheet provides a structure for identifying and examining your key stakeholders and their definition of success.

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Business Impact Assessment – Description

The business impact assessment will help you target your change efforts during large change projects. These changes may be significant in terms of the number of people impacted and/or the magnitude of change involved. In such cases, the severity of change rarely hits all departments with the same amount of impact. This tool helps you determine where to focus your change efforts in order to help prepare the maximum number of people, in the most critical areas.

Template Example

In the below business impact template the departments which are impacted by a change have been plotted. The numbers of people impacted by the change are indicated on the Y access, while the magnitude of change is plotted on the X access. As a result, the department that will experience the most significant change are located towards the upper, right hand portion of the image. The template provides a visual depiction suggesting that the Departments in this area will require the most change resources.

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Gap Analysis – Description

The gap analysis provides important intelligence in terms of how the organization will be affected, the type of change at hand, and the most appropriate change strategy to employ. Findings at this phase include change management theme gaps to address for success: E.g.: Training, Collaboration, etc.

If I had to select just one change tool to employ, this would be it. The gap analysis tells us the areas where employees impacted by the change will be challenged the most. This allows us to design targeted solutions resulting in employee readiness.

For example, if the analysis shows that employees will struggle most with technology tools that suggests a very different change intervention involving developing capability around technology, as opposed to addressing soft skills like communications or collaboration.

Template Example

In the below template example the various departments are listed across the table Department 1 through Department 8. The various change themes which will be challenges for employee adoption are listed in the first row. The triangles indicate the departments which will experience these challenges. In this organization all Departments will experience a change challenge in the areas of communications and collaboration.

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Conclusion

As our organizations experience increasingly significant levels of change, figuring out how to roll out projects which accomplish the organizational results we seek is critical. The tools outlined in this blog will provide you with the data and knowledge to design change interventions which will help ensure employee readiness. There are many important change activities that we can tackle, however, ensuring that employees can and will implement the change is clearly the most important step towards a successful roll out of a critical organizational initiative.

A Formula for Organizational Performance So Simple That It Is Ignored

Formula_500_F_13443858_RNR2YnK5y3GRqqtJp79hXtmx1WQSO9ufThe Obama Administration is promoting legislation that would help many students go to community college for free.  This is an effort to once again kick-start education as a driver of economic growth. http://www.nytimes.com/2014/12/21/nyregion/raising-ambitions-the-challenge-in-teaching-at-community-colleges.html?_r=0

As a former community college administrator and instructor, my burning questions are ‘Why community colleges?’ and “If they have figured out the ‘secret sauce’ for performance, how can we all get some?”

In short, community colleges are masters at change management.  I saw first-hand hundreds of students of all ages enter community college ill prepared for work, and in many cases struggling in their day-to-day lives, and leave the college changed people.  Ready to perform!  Community colleges understand this simple formula that all organizations could learn from:

  • Input: Students enter who are in many cases underprepared and lack the motivation required for success.
  • Process: Faculty connect students to ideas and goals bigger than themselves and instill the skills and habits of thinking.
  • Output: The students leave more prepared to successfully navigate the world of work (and the world in general) and are energized (in some cases, even transformed!)

Substitute the word ‘Employees’ for ‘Students’ and the word ‘Leadership” for ‘Faculty’ and you have the change readiness and adoption ‘secret sauce’ for any audacious goal that you may throw at your workforce.

This suggests that success is all about connecting your workforce to the objective at hand: Be it a new strategy, the roll out of a new technology, etc.  Bam, you have motivation!  Then, help make sure that the employees have the requisite knowledge and capabilities.  Bam, you have performance!

This formula for success, which the community colleges figured out years ago, could not be more easy to comprehend!

  • Why then do our organizations run off into countless directions, many of them pointless, trying to discover the formula for high performance?
  • Is the answer simply, so simple that we do not believe it?

 

Note:The views expressed in this blog are my opinions and do not in any way reflect the views of my employer.

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