I help guide change, and to do so, use some key guiding Change Management principles. Currently, I am working on Business Analysis, ICT Functional Requirements, and Roadmap projects for clients. They all involve a “team.”
Here are some key approaches for various projects in roles of Change Management, Business Analysis, Project Design, and Project Management that I’ve used. They seem to work well:
1) Listen to your client’s needs or what they think they need. Sometimes the latter does not equal the former. Listening is where it all begins.
2) Ask them key questions around their needs (or perceived needs). If it’s not clear to them, then it won’t be clear to you or to the team. By asking the following questions, you will help your client(s) refine and clearly define their requirements for a successful project implementation and rollout:
a. What it is they want to achieve?
b. Why they want to do the project?
c. Who is involved? Core team members (including Sponsor)?
d. Do they have the budget?
e. Who will be impacted?
f. How will they be impacted?
g. What tools will they provide to those who are impacted to manage the change and adapt?
h. Do they have enough time to successfully implement the project and accompanying changes?
i. What are the desired outcome(s), and how they can be measured?
j. What is the expected Return on Investment (ROI), and is it reasonable (timeframe and expected savings in efficiency improvements)?
k. What is the benefit for the organization, staff and clients alike? Short term, medium-term, and long term.
l. Do you have the authority and support to do your work?
3) Engage key team members early and often. This will make them part of the process, giving them a sense of ownership: they will be influencing outcomes, and will have an increased desire to succeed.
4) Ensure rolls and responsibilities are clearly defined.
5) Manage the project: timelines, budget, and deliverables.
6) Be humble, yet firm. Your work is to help your client succeed. If they succeed, you succeed.
I’d love to hear what core approaches you have to help your clients succeed.
Thanks so much for taking the time to read my first blog post.