Difference between revisions of "Change Management"

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== Requirements:  What Do We Need For An Effective Change Management Framework?==
 
== Requirements:  What Do We Need For An Effective Change Management Framework?==
  
Whether you are using an existing framework, such as [https://www.prosci.com/resources/articles/prosci-methodology the Prosci Methodology], or developing your own framework, there are several critical concepts in building out a change management framework for your WFM transformation:
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Whether you are using an existing framework, such as [https://www.prosci.com/resources/articles/prosci-methodology the Prosci Methodology], or developing your own framework, there are several critical concepts behind the workforce management function that mandate you leverage a solid change management framework for your WFM transformation:
  
* WFM principles and practices impact everyone associated with a company's operational expenses, the customer experience, and in many organizations can influence top-line revenue.
+
* WFM principles and practices have the potential to greatly impact a company's operational expenses, the customer experience, and in many organizations, WFM will influence top-line revenue.
* WFM teams often are associated with the perception of the organization trying to squeeze the last ounce of productivity out of workers.
+
* WFM teams often are associated with a negative perception from frontline staff; WFM represents the organization trying to squeeze the last ounce of productivity out of workers.
 +
* Leadership often overemphasizes two roles for the WFM team to manage; expense and experience (through maintaining SL availability), without equal emphasis on internal customer experience (the call handling employees).  
  
WFM experts are not likely to be well-versed in change management.
+
WFM teams will always have a significant challenge in proposing and implementing change, and without that change management framework, will struggle with adoption.
  
Conceptually, ''forecasting'' means the same thing to most people: '''the idea of telling the future based on some existing knowledge.'''  How we work within the WFM model to generate accurate forecasts requires us to base forecasting activity on solid methodology.  It's important that we follow common guidelines so that when we aggregate forecasting data to make business decisions, we can do so as accurately as possible.  For this reason, we've developed a model with 4 dimensions that defines [[World_Class_Forecasting_Organization |"World Class Forecasting".]]
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While your [[WFM Strategy]] may take several forms, any WFM transformation should be founded on a strategy that places equal emphasis on three elements;
  
Key concepts behind forecasting include generating and utilizing:
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# Expense: accurate forecasting, optimal scheduling, and proactive variance management in real-time management
* A set of established roles and responsibilities
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# External Experience: Maintaining availability by delivering service level, 1 interval at a time.
* A solid process with clearly defined purpose
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# Internal Experience: Designing and managing processes that balance expense management with employee satisfaction
* A collaboration mentality, with all other departments within the organization (use of wiki!)
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* Clean data, both historical & judgmental derived from collaboration
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[[file:6x-effective.png|thumb|400px|border|Prosci® Change Management & Program Success]]
* Adoption of [[Data Governance |Data Governance]] M&Ps to maintain ''clean data''
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WFM experts are not likely to be well-versed in change management.  Yet, with the WFM team members, their processes, and the technology leverages, they have the ability to impact the success of an entire company.  Hence, while it's critical to get the strategy and deployment of a transformation program correct, it's as critical to have a successful change management framework.
* Support from call center, regional, division and corporate management
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* Technical Tools (WFM Software) and Knowledgeable Resources
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==ADKAR Model==
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[[file:adkar.png|thumb|400px|border|Prosci® ADKAR Model]]
 +
Leveraging the Prosci® approach, study the acronym A D K A R as a starting stop.  ADKAR stands for:
 +
 
 +
* '''A'''wareness
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* '''D'''esire
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* '''K'''nowledge
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* '''A'''bility
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* '''R'''einforcement
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===Awareness===
 +
Change begins with the organization aligned and understanding the '''why''' behind the change.  Ask, and be able to clearly articulate:
 +
 
 +
* What is the '''nature''' of the change?
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* Why is the change '''needed'''?
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* What is the '''risk''' of not changing?
 +
 
 +
There should be a strong connection between your [[WFM Strategy]] and how it informs awareness.  You may choose to bridge your Awareness and the questions above back to your [[WFM Vision and Mission Statement]]
 +
 
 +
===Desire===
 +
Change involves decisions impacting stakeholders who may have competing priorities.  In addressing the '''Desire''' for change associated with a WFM operation, you need to address a critically important question:
 +
 
 +
*'''What's in it for me?'''
 +
 
 +
Your change management approach will determine Whether stakeholders decide to support the change, engage and fully participate. 
 +
 
 +
===Knowledge===
 +
Change will require the appropriate training, knowing, and understanding the change.  Critical to adoption are:
 +
 
 +
* '''Understanding''' how to change
 +
* '''Training''' on new processes and tools
 +
* '''Learning''' new skills
 +
 
 +
Parties need to be able to say "I know how to..."
 +
 
 +
===Ability===
 +
Change requires the '''Ability''' to action in the right direction.  For parties to successfully migrate through change, they need to demonstrate the ability to act on the implemented change, and that this change is driving the desired outcomes.
 +
 
 +
===Reinforcement===
 +
Change must be reinforced to be sustained.  Successful programs enabled by a strong change management framework will have a bridge to keep reinforcing the benefits of the change.  This may include rewards, recognition programs, on-going tracking metrics for adoption and ROI, and activities which educate both new hires and refresher courses.  These actions will increase the likelihood that a change will be continued.
  
 
== Key Forecasting Definitions==
 
== Key Forecasting Definitions==
  
 
Forecasting requires common definitions behind the terms used in call center environments.  The most important of these terms associated with this activity are:
 
Forecasting requires common definitions behind the terms used in call center environments.  The most important of these terms associated with this activity are:

Latest revision as of 14:47, 19 April 2022

Change Management Defined

Prosci® Project Change Triangle™

Change Management: Change management is defined as the methods and manners in which a company describes and implements change within both its internal and external processes.

When conducting any significant WFM enhancement or transformation, the success of the program will be directly influenced by the strength of your change management framework developed. While most WFM teams would think to implement a program management team, often the importance of change management, and the associated disciplines is overlooked. Programs leveraging the proper change management framework are cited as having 6x the effectiveness of accomplishing the program's objectives (Prosci 2018 Benchmarking data).

Requirements: What Do We Need For An Effective Change Management Framework?

Whether you are using an existing framework, such as the Prosci Methodology, or developing your own framework, there are several critical concepts behind the workforce management function that mandate you leverage a solid change management framework for your WFM transformation:

  • WFM principles and practices have the potential to greatly impact a company's operational expenses, the customer experience, and in many organizations, WFM will influence top-line revenue.
  • WFM teams often are associated with a negative perception from frontline staff; WFM represents the organization trying to squeeze the last ounce of productivity out of workers.
  • Leadership often overemphasizes two roles for the WFM team to manage; expense and experience (through maintaining SL availability), without equal emphasis on internal customer experience (the call handling employees).

WFM teams will always have a significant challenge in proposing and implementing change, and without that change management framework, will struggle with adoption.

While your WFM Strategy may take several forms, any WFM transformation should be founded on a strategy that places equal emphasis on three elements;

  1. Expense: accurate forecasting, optimal scheduling, and proactive variance management in real-time management
  2. External Experience: Maintaining availability by delivering service level, 1 interval at a time.
  3. Internal Experience: Designing and managing processes that balance expense management with employee satisfaction
Prosci® Change Management & Program Success

WFM experts are not likely to be well-versed in change management. Yet, with the WFM team members, their processes, and the technology leverages, they have the ability to impact the success of an entire company. Hence, while it's critical to get the strategy and deployment of a transformation program correct, it's as critical to have a successful change management framework.

ADKAR Model

Prosci® ADKAR Model

Leveraging the Prosci® approach, study the acronym A D K A R as a starting stop. ADKAR stands for:

  • Awareness
  • Desire
  • Knowledge
  • Ability
  • Reinforcement

Awareness

Change begins with the organization aligned and understanding the why behind the change. Ask, and be able to clearly articulate:

  • What is the nature of the change?
  • Why is the change needed?
  • What is the risk of not changing?

There should be a strong connection between your WFM Strategy and how it informs awareness. You may choose to bridge your Awareness and the questions above back to your WFM Vision and Mission Statement

Desire

Change involves decisions impacting stakeholders who may have competing priorities. In addressing the Desire for change associated with a WFM operation, you need to address a critically important question:

  • What's in it for me?

Your change management approach will determine Whether stakeholders decide to support the change, engage and fully participate.

Knowledge

Change will require the appropriate training, knowing, and understanding the change. Critical to adoption are:

  • Understanding how to change
  • Training on new processes and tools
  • Learning new skills

Parties need to be able to say "I know how to..."

Ability

Change requires the Ability to action in the right direction. For parties to successfully migrate through change, they need to demonstrate the ability to act on the implemented change, and that this change is driving the desired outcomes.

Reinforcement

Change must be reinforced to be sustained. Successful programs enabled by a strong change management framework will have a bridge to keep reinforcing the benefits of the change. This may include rewards, recognition programs, on-going tracking metrics for adoption and ROI, and activities which educate both new hires and refresher courses. These actions will increase the likelihood that a change will be continued.

Key Forecasting Definitions

Forecasting requires common definitions behind the terms used in call center environments. The most important of these terms associated with this activity are: