With the increasing pace and importance of change, the ability to "out-change" your competition will be an essential core competency. To successfully build your organization's change management capability so you are agile and prepared, you must treat and manage the effort like a project and a change - the ECM Roadmap gives you the direction you need.


Over the last decade, the discipline of change management has emerged and evolved. What was once an ad hoc approach consisting of perhaps a communication plan and training plan has grown into a discipline driven by structure, rigor, process and deliverables. Leading organizations are now beginning to make the shift from applying change management in a project-by-project fashion toward institutionalizing and embedding change management and to build a true organizational capability.

Prosci calls this effort Enterprise Change Management (ECM) and has released a suite of tools to support change management practice leaders who are undertaking this effort (download the Prosci Licensing Solutions Guide).

This tutorial presents an exposé of the Prosci ECM Roadmap. The ECM Roadmap is a structured process for creating effective strategies and plans to build an organizational change management capability.

Once you have built the case and commitment for building an organizational change management capability, the next step is building a structured and intentional approach for moving forward. If you are still working to build a case for Enterprise Change Management, review the Business Case for Enterprise Change Management tutorial for tips on presenting the rationale and approach to build an organizational change management capability in a structured and formal business case.

This tutorial presents a framework for building your structured and intentional approach and the structure and activities of the Prosci ECM Roadmap online instructional tool.

Foundation of the ECM Roadmap

 tutorial-ecm-roadmap-expose-statesThe foundation of the ECM Roadmap is this simple but critical observation: building an organizational change management capability is a change in and of itself. Making change management an expected and common place element of initiatives in the organization - part of the DNA of the organization - is a project and a change. Building an organizational capability must be managed as such.
While this may sound like common sense, it provides a critical perspective and foundation for the journey ahead if you are working to build a change management capability.

To support this shift in thinking, the Prosci ECM Roadmap uses a simple but powerful change framework. Any organizational change - whether it is a new safety procedure, an Enterprise Resource Planning application, or a location change - can be broken into five elements:

  • Current State - how things are done today
  • Future State - how things are done once this initiative is fully implemented
  • Transition State - how we move from the Current State to the Future State
  • Technical Side - the systems and mechanisms required to reach the Future State
  • People Side - building the support and buy-in that is needed to reach the Future State

 

When you start the journey of building an organizational change management capability this simple framework of change will provide critical direction to the effort. Without this perspective, practitioners fall into the trap of just chipping away at training more people in change management and applying it to projects in an ad hoc manner. While some progress can be made, these practitioners have not yet made the crucial shift necessary to build a true capability. Structuring the effort as a change and a project to be managed is required to create a true organizational change management capability.

Structure and activities

The Prosci ECM Roadmap is structured around this change framework. The menu of the tool (shown below) mirrors the Current-Transition-Future state model.

tutorial-ecm-roadmap-expose-menu

 

1. Project ECM Overview

Activities:

  • Treating the effort to build organizational change management capabilities and competencies as a project and as a change: Project ECM.
  • Clarify the difference between "change management" and "Enterprise Change Management."
  • Start laying the foundation for Project ECM. Clarify the project definition, description and scope.
  • Make the case for change management and for Enterprise Change Management.

Tools:

  • Project ECM Project Plan Template
  • "Connecting the Case for ECM to Your Organization" Template
  • "Why Project ECM" Template
  • Project ECM Roadmap Checklist

 

2. Assess Current State 

Activities:

  • Evaluate where you are currently in the Prosci Change Management Maturity Model.
  • Assess how changes happen in your organization.
  • Assess "Help or Hinder Factors" for ECM deployment.
  • Assess current view of change management.
  • Identify risk areas and key takeaways.
  • Apply findings as input to design.

Tools:

  • Prosci Change Management Maturity Model Audit and Whitepaper
  • Project ECM Current State Environmental Analysis Assessment
  • How Changes Happen Worksheet
  • Help or Hinder Worksheet
  • People-side Analysis Worksheet

 

3: Define Future State

Activities:

  • Complete a "standing in the future" exercise.
  • Establish maturity level goals.
  • Write ECM Vision Statement.
  • Define technical side future state elements.
  • Define people side future state elements.
  • Write Project ECM Objectives.
  • Create Future State metrics.

Tools:

  • "Standing in the future" Worksheet
  • Maturity Model Goal Template
  • Project ECM Future State Metrics and Indicators Template

 

4: Design Transition: Technical Side

Activities:

  • Conduct gap analysis.
  • Identify your starting point.
  • Identify your default view.
  • Develop Leadership tactics.
  • Develop Project tactics.
  • Develop Skill tactics.
  • Develop Structure tactics.
  • Develop Process tactics.
  • Create overall phased plan.

Tools:

  • Project ECM Gap Analysis Tool
  • ECM Strategy Map Table
  • ECM Strategy Map Starting Point Template
  • ECM Strategy Map Plan Tool

 

5: Design Transition: People Side

Activities:

  • Apply Prosci 3-Phase Process to create strategies and plans.
  • Develop Awareness building tactics.
  • Develop Desire building tactics.
  • Develop Knowledge building tactics.
  • Develop Ability building tactics.
  • Develop Reinforcement building tactics.

Tools:

  • OCM for ECM Tracing Tool
  • Audience Identification Worksheet
  • Project ECM ADKAR Analysis tool

 

6: Managing Project ECM as a Project

Activities:

  • Conduct Prosci PCT Assessment of Project ECM.
  • Establish plan for future Prosci PCT Assessment.
  • Use project tools (statement of work, charter, project plan, business case, etc.).
  • Incorporate best practices.

Tools:

  • Project ECM PCT Assessment
  • PCT Action Item Template
  • PCT Over Time Assessment Tool
  • ECM Best Practices Checklist Tool

Enterprise Change Management Boot Camp
Written by
Tim Creasey
Tim Creasey

Tim Creasey is Prosci’s Chief Innovation Officer and a globally recognized leader in change management. His work forms the foundation of the largest body of knowledge in the world on managing the people side of change to deliver organizational results.

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