Joni Podolsky JoniPo@PacBell.Net Nonprofit Technology Conference March 26, 2004

1. Joni PodolskyJoniPo@PacBell.NetNonprofit Technology ConferenceMarch 26, 2004 Transition & Technology: How to Help Your Organization Successfully Adopt New Technology

2. Today’s Purpose • To address organizational transition—the human aspects of implementing technology projects. Joni Podolsky (jonipo@pacbell.net)

3. Overview • Presentation—Overview of Transition Management • Panel—Examples of real organizations that have instituted technology change • Audience Discussion—Different approaches to addressing the human side of technology change • Q&A Joni Podolsky (jonipo@pacbell.net)

4. What is Transition Management? • The process with which you help people embrace change. Joni Podolsky (jonipo@pacbell.net)

5. Change vs. Transition • Change • Is external. • Is situational. • Occurs at a single point in time. • Transition • Is an internal, psychological process. • Happens over time. • Occurs at different rates for each individual. Joni Podolsky (jonipo@pacbell.net)

6. Transition is Like Being on a Trapeze • Some people will embrace change easily and immediately swing to the other side. • Some will be afraid to let go of the platform. • Some will watch from down below. • Some will dangle in the middle with no momentum swinging them either way. Joni Podolsky (jonipo@pacbell.net)

7. Why is Transition Management Important? • Although implementing new technology will create changes, it cannot create transition. • The objectives of your new technology project can only be achieved when a critical mass of people complete their individual transitions. Joni Podolsky (jonipo@pacbell.net)

8. How Do You Manage Transition? • Develop a technology plan. • Include on your planning team those most effected by the change as well as those most resistant to it. • Acknowledge that something is ending in order for something new to begin. Honor the past. • Help others understand why the change needs to occur. • Acknowledge the groups and individuals who are going to be affected and have to go through a transition as a result of the change. Joni Podolsky (jonipo@pacbell.net)

9. How Do You Manage Transition? • Communicate, communicate, communicate!! • Define the need for change. • Describe the vision for the future. • Share research data. • Create a sense of urgency. • Supply regular progress reports. • Describe the impact the change will have on existing services. • Acknowledge the impact the change will have on individuals. Joni Podolsky (jonipo@pacbell.net)

10. Panel • Steven Birnbaum, COO, Jacobson Consulting Applications, Inc. • Bill Hulterstrom, President, United Way of Utah County • Carolyn Sevos, President, IntraCommunities, Inc. Joni Podolsky (jonipo@pacbell.net)

11. Audience Discussion • Why do people resist new technology? • What are your experiences in overcoming this resistance? Joni Podolsky (jonipo@pacbell.net)

12. Additional Resources Wired for Good: Strategic Technology Planning for Nonprofits, by Joni Podolsky (Jossey-Bass 2003) Available through normal book retailers. Joni Podolsky (jonipo@pacbell.net)

13. Additional Resources • Bridges, William. Managing Transitions: Making the Most of Change. Cambridge, Mass: Perseus Books, 1991. • Bridges, William. Surviving Corporate Transition: Rational Management in a World of Mergers, Layoffs, Start-Ups, Takeovers, Divestitures, Deregulation, and New Technology. Doubleday, 1988. • Conner, Daryl R. Managing at the Speed of Change: How Resilient Managers Succeed Where Others Fail. Villard Books, 1993. • Beckhard, Richard and Pritchard, Wendy. Changing the Essence: The Art of Creating and Leading Fundamental Change in Organizations. Jossey-Bass, 1992. • Johnson, Spencer, M.D. Who Moved My Cheese? New York: G.P. Putnam’s Sons, 1998. Joni Podolsky (jonipo@pacbell.net)