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8-1Module8:ManagingChange8-2Objectives Attheendofthismodule,youwillbeableto—StatepurposeofChangeControlProcessDescribetheelementsofchangecontrolprocessDiscusshowChangemanagementandBasePlansLinkHaveexperiencedealingwithChange8-3DefinitionConstructionInstallationCostandImpactIt’sbeautiful!Now,couldyoumoveitjustalittletotheleft?PAINCostandImpactofChange8-5Scopeis“l(fā)ocked”afterPC–lockeddateshownonBasePlanChangeistightlymanagedtoenableexcellentdelivery.UseChangeManagementto“unlock”Whendoweuseit?AfterPCWhentoUse8-6MajorityofchangeisdealtwithintheTeamProgramManager&Sponsordecidewhatneedstobeelevatedforapproval,basedondecisionrightscapturedintheBasePlanAnychangeincontract(Scope,DecisionCriteriaetc.)needsalignmentfromleadershipteamagreeingtooriginalscopeIfchangeimpactstheDecisionCriteria,thanitneedstobeescalatedOwnership8-7PreventingChangeBarriertoCreativityBarriertoSpeedProjectCancellationIsNotIsWhatisChangeManagement?CommunicationAlignment/AgreementRecognizingImpactDoingWhatisRightMultifunctionalDocumentingTrackingtoImproveTheKeytotheLocker8-8=PDMGANTT1004060251530301. Scope2. Schedule3. CostInitiativeBaselineBaselineInitiativePlanEstablishment8-9ChangeRequestAnalysis8-10ElementsofaChangeManagementProcessDocumentedchangemanagementprocessChangecontrolboard(sometimescalledchangemanagementboard)ChangerequestformChangecontrollog8-11ChangeManagementProcessPurpose—todefinetheprocessofhowchange
requestswillbehandledontheinitiativeAction—changerequestmaybeaccepted,rejected,ordeferred.8-12ChangeControlBoardorOtherDecisionMakerPurpose—toreceive,review,andrecommendactionstobetakenonapprovedchangerequestsChangecontrolboardshouldinclude—InitiativemanagerCustomerrepresentativeTechnicalrepresentativeTherecouldbeseverallevelsofchangecontrolboardsdependingonthecomplexityoftheinitiative8-13ChangeRequestFormPurpose—tostandardizetheinformationneeded
toassessthechangerequestCommonelements:NameofrequestorOrganizationDateofrequestChangerequestnumber(CRN)DescriptionImpact/benefitofchangeActionStatusSignatureauthorityApprovals8-14ChangeManagementFormTypeofChangeImpactsofChangeWhychangeisneeded8-15ChangeManagementFormWhoneedstoreview?Whoneedstoapprove?8-16ChangeControlLogPurpose—toprovideadocumentedrecordofthe
changerequestsreceivedduringtheinitiativeExampleCRNDescriptionDateReceivedDateReviewedStatus1238-17GuidelinesforInitiativeChangeEnsurethatallinitiativeparticipantsunderstand
andfollowproceduresEstablishpredefinedauthorityandapprovalpointsInvolvetheappropriatepeopleindecisions,especiallythoseconcerningtradeoffsEvaluatetheeffectofchangeintermsofdollars,resources,schedule,time,andriskCommunicatethechangetoinitiativeparticipantsDocumentandtrackthechange8-18Avoiding“ScopeCreep”Withoutchangemanagement,scopewillnotcreep—itwillgallop!ChangemanagementcomponentsChangemanagementprocessChangecontrolboardChangerequestformChangecontrollog8-19CaseStudy:
ChangeManagementBACKGROUND:BASEStestfailureHighconsumerinterestviainnovativeInternet/QVCmarketingKeycustomersrequiretheftdeterrenceLeadershipTeamproposeschangesandneedsCWSteamtoassessimpacts…8-20RespondtoChangesUseDecemberBasePlanandemailsUseChangeManagementdocuments:CMSummary,CMCBA,andCMForminScheduleManagementsectionofSW(CMFormalsoinDecenvelope)WorkthroughCMForm.Identifyandagreeon:Changesproposed;typesofchangesDescribecostimpactChangedetailsWhy–benefit,rationaleHow–identifyimpactsonmultifunctionalrolesIssuesandrisksFillinChangeManagementForm;useflipchartstoo8-21CaseStudyDebriefWhatareyournextstepstoincorporatethechangesintheinitiative?Whatreallyhappened?Whitestripsproductstabilitywasat3monthspriortolaunchStabilitywasfixedSeveralBASEStestswererunonCWS8-22KeyPointsScope,schedule,andcostarecomponentsofinitiativebaselineThepurposeofthechangemanagementprocessistodefinehowinitiativechangerequests
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