Preparing an Organizational Change Management Plan

1. Preparing an Organizational Change Management Plan Org Change Management Activities by Project Phase

2. ASAP Roadmap IST 600 ERP Systems: Key Implementation Issues U. Yeliz Eseryel

3. Project Preparation Core Team Training Schedule and Budget Estimate Change Management & Communication Strategy’s Project Measurement Scorecard Project Brand & Logo Project Initiation (Kickoff) • Activities: • Coordinate Core Team Training Develop core team training plan. Conduct SAP Level 1 training (SAP 020) on site & communicate Level 2 courses to WA core team members for attendance at SAP training sites. • Define a Change Management Strategy and Plan • Develop a change management strategy that identifies key change management activities and supporting tasks by ASAP phase. • Design Communication Strategy & Plan • Design a communication strategy, including goals & objectives, principles, stakeholders, approach, themes, messages, channels, communication vehicles as well as measures of success. Design implementation communication plan which will include what to communicate to whom, by whom, through what medium and at what time. • Design Project Measurement Scorecard • Support project management in the development of a project measurement scorecard. • Design Project Logo & Project Initiation (Kickoff) • Design a project brand & logo. Plan & coordinate the project kickoff. 1/21/02 – 3/29/02 IST 600 ERP Systems: Key Implementation Issues U. Yeliz Eseryel

4. Business Blueprint Communication Deliverables Roles Strategy Training Needs Analysis & End User Training Strategy Super User Strategy • Activities: • Implement & Modify Communication Plan • Implement & monitor the plan. Modify plan based on interim feedback. • Develop Roles Strategy • Develop a Roles Strategy establishing the process by which Role Profiles will be developed, validated, and tracked and establishing the process by which end users will be matched to roles. • Conduct a Training Needs Analysis & Develop an End User Training Strategy • Conduct a training needs analysis to assess training needs by functional area, by organizational operating unit, by ERM functionality. Develop an end user training strategy to correspond with other project activities such as design documentation development. The learning solutions strategy will address building, delivering and maintaining the learning solution. • Develop Super User Strategy • Design of a Super User Strategy outlining Super User’s role & responsibilities, selection criteria and training requirements. IST 600 ERP Systems: Key Implementation Issues U. Yeliz Eseryel

5. Realization Communication Deliverables Develop Change Management Deliverables Super User Training Job Role Profiles Assess Skills & Job Match • Activities: • Implement & Modify Communication Plan • Implement & monitor the plan. Modify plan based on interim feedback. • Develop End User Training • Develop end user training in accordance with the end user training strategy. • Conduct Super User Training • Conduct Super User training in accordance with the Super User strategy. • Align Organizational Structure • with Software Model(Implement Roles Strategy) • Work with process teams to segment work processes into roles, develop jobs and determine key behaviors/pre-requisite training required to sustain performance. • Develop Job Role Profiles Work with process teams & security to develop job role profiles identifying role based training, responsibilities, job impact tables etc. • Assess Skills & Job Match End Users • Form job matching teams to assess end user skills, match employees to redesigned jobs & validate job role profiles. IST 600 ERP Systems: Key Implementation Issues U. Yeliz Eseryel

6. Final Preparation Communication Deliverables End User Training • Activities: • Implement Site Specific Communication Plan • Implement & monitor site specific communication plan. Modify plan based on interim feedback. • Communicate Job Role Profiles • Communicate job role profiles to end users. • Train End Users • Roll outtraining. Training roll out will coincide with transition phasing to minimize the delay between receipt of training and actual use of the new functionality. IST 600 ERP Systems: Key Implementation Issues U. Yeliz Eseryel

7. Go Live and Support Conduct Implementation OCM Activities Design Post Implementation Support Strategic & Tactical Organization Design • Activities: • Conduct Implementation OCM Activities • Conduct site specific implementation OCM activities. • Align Organizational Design with • Performance Management System • Integrate new organizational chart & job profile information into performance management system. • Design Post Implementation Support Organization’s Strategic & Tactical Organization Design • Design high level structure, job hierarchy, roles, responsibilities & performance metrics for post implementation support personnel. IST 600 ERP Systems: Key Implementation Issues U. Yeliz Eseryel

8. Assumptions • Who will do what.. • Budget assumptions IST 600 ERP Systems: Key Implementation Issues U. Yeliz Eseryel

9. Create A Org. Change Mgmt Strategy Document • Why is org change mgmt important? • Primary objective of org change management (brief statement) • Audience of org change management • Benefits • Roles – who will do what for Org. Change Mgmt? How will they be involved? • Key Executives • Super Users • End Users • Consultants • Communication Plan • Knowledge Transfer • Super Users • Consultants • Any tools for knowledge transfer? Databases, documentation? • 1-2 page word document • Very easy to read. • Your audience is executives, consultants and SAP team. IST 600 ERP Systems: Key Implementation Issues U. Yeliz Eseryel