Training Schedule Explanation: Document the planned training schedule to include the types of training (to include Pilot, Train-the-Trainer, Workshops, Coaching, Hands-On, or Computer/Web-based Training, as needed), facility requirements, stakeholder group(s), and dates. Consider putting this information in table form. Type of Training Facility Requirements Stakeholder Group(s) Dates Metrics Collection and Action Plans Explanation: Document the approach and metrics to be collected when measuring change. Examples would include measuring the results of surveys, documenting issues and how many were resolved, how many students were trained, how many students needed re-training, etc. Document any action plans developed as a result of the metrics and document them in appropriate status reports. Examples follow: Performance Measure Green Yellow Red Total Number of Organizations Impacted (this is the sum of transformed, added, and dissolved) 100% of impacted organizations are where they need to be. Action: do nothing Less than 100%, but more than 90% of planned organizations have been transformed. Action: Review the plan to determine appropriateness of impacted planned organizations. Less than 90% of planned organizations are where they need to be. Action: Escalate requirement to the Oversight Committee. Ensure the planned organization count is current. Total Number of Organizations Transformed 100% of planned organizations have been transformed. Action: do nothing Less than 100%, but more than 90% of planned organizations have been transformed. Action: Review the plan to determine appropriateness of planned organizations to be transformed. Less than 90% of planned organizations have been transformed. Action: Escalate requirement to the Oversight Committee. Ensure the planned organization count is current.
Total Number of Organizations Added 100% of planned organizations have been added. Action: do nothing Less than 100%, but more than 90% of planned organizations have been added. Action: Review the plan to determine appropriateness of planned organizations to be added. Less than 90% of planned organizations have been added. Action: Escalate requirement to the Oversight Committee. Ensure the planned organization count is current. Total Number of Organizations Dissolved 100% of planned organizations are dissolved. Action: do nothing Less than 100%, but more than 75% of planned organizations are dissolved. Action: Review the plan to determine appropriateness of planned organizations to be added. Less than 75% of planned organizations are dissolved. Action: Escalate requirement to the Oversight Committee. Ensure the planned organization count is current. Total Number of Policies/Procedures Impacted (this is the summary of transformed, added, and dissolved) 100% of impacted policies / procedures are where they need to be. Action: do nothing Less than 100%, but more than 90% of impacted policies / procedures have been transformed. Action: Review the plan to determine appropriateness of impacted planned policies / procedures. Less than 90% of impacted policies / procedures are where they need to be. Action: Escalate requirement to the Oversight Committee. Ensure the planned policies / procedures count is current. Total Number of Policies / Procedures Transformed 100% of planned policies / procedures have been transformed. Action: do nothing Less than 100%, but more than 90% of planned policies / procedures have been transformed. Action: Review the plan to determine appropriateness of impacted planned policies / procedures. Less than 90% of planned policies / procedures have been transformed. Action: Escalate requirement to the Oversight Committee. Ensure the planned policies / procedures count is current.
Total Number of Policies / Procedures Added 100% of planned policies / procedures have been added. Action: do nothing Less than 100%, but more than 90% of planned policies / procedures have been added. Action: Review the plan to determine appropriateness of impacted planned policies / procedures. Less than 90% of planned policies / procedures have been added. Action: Escalate requirement to the Oversight Committee. Ensure the planned policies / procedures count is current. Total Number of Policies / Procedures Dissolved 100% of planned policies / procedures are dissolved. Action: do nothing Less than 100%, but more than 75% of planned policies / procedures are dissolved. Action: Review the plan to determine appropriateness of impacted planned policies / procedures. Less than 75% of planned policies / procedures are dissolved. Action: Escalate requirement to the Oversight Committee. Ensure the planned policies / procedures count is current. Total Number of Issues (these relate to the negativity towards change – these are the sum of the total number of issues resolved plus the total number of issues opened). Total Number of Issues Resolved Total Number of Issues Open 100% of open issues were resolved. Action: do nothing Less than 100% and greater than 90% of issues were resolved. Action: Depending on the severity of the issues, create action plans to resolve them, or defer them. Less than 90% of issues were resolved. Action: Depending on the severity of the issues, escalate issue to the Oversight Committee. Execute action plans. Total Number of Processes Impacted (this is the summary of transformed, added, and dissolved) 100% of planned impacted processes were addressed. Action: do nothing Less than 100%, but more than 75% of planned impacted processes were addressed. Action: Review the plan to determine appropriateness of impacted processes. Less than 75% of planned impacted processes were addressed. Action: Escalate requirement to the Oversight Committee. Ensure the planned impacted processes count is current.
Total Number of Planned Staff Trained by Type of Training 100% of planned staff trained. Action: do nothing Less than 100%, but more than 75% of planned staff were trained. Action: Review the plan to determine appropriateness of training. Less than 75% of planned staff were trained. Action: Escalate requirement to staff supervisor with a further escalation plan until trained. Number of Lessons Learned associated with Change Management during the Program Number of Lessons Learned Incorporated into Process Improvement Number of Lessons Learned Deferred 100% of lessons learned were reviewed. Action: do nothing Less than 100%, but more than 75% of lessons learned were reviewed. Action: Schedule meetings to finalize disposition of lessons learned. Less than 75% of lessons learned were reviewed. Action: Escalate requirement for review to the Sponsor; ensure Sponsor communicates the need for reviewing lessons learned. Number of Lessons Learned associated with Change Management at Review Number of Lessons Learned Incorporated into Process Improvement Number of Lessons Learned Deferred 100% of lessons learned were reviewed. Action: do nothing Less than 100%, but more than 75% of lessons learned were reviewed. Action: Schedule meetings to finalize disposition of lessons learned. Less than 75% of lessons learned were reviewed. Action: Escalate requirement for review to the Sponsor; ensure Sponsor communicates the need for reviewing lessons learned. Budget Considerations Explanation: Gartner recommends dedicating 15% of the Program budget to organizational change management activities. If no prior history exists regarding OCM-related expenditures in the COV, consider using the 15% as a yardstick by which to measure actual OCM activity. Consider outsourcing the Program Organizational Change Manager position, which will require procurement involvement. Include any training facility and other training-related expenses, as necessary.