Organizational Change Management Framework - California
State of California
Organizational Change Management
Framework
Contents
California Department of Technology
Organizational Change Management Framework
Overview
3
Overview of the CA-OCM
8
Framework Conventions and Structure
14
Alignment to Other Frameworks
16
OCM Knowledge Areas
Templates
3
Approach
8
CA-OCM Templates
Concept
3
Approach
7
Knowledge Areas
19
Process Phase Checklist
Page ii
Contents
California Department of Technology
Organizational Change Management Framework
Initiating
3
Approach
7
Knowledge Areas
30
Process Phase Checklist
Planning
3
Approach
9
Knowledge Areas
41
Process Phase Checklist
Executing
3
Approach
9
Knowledge Areas
53
Process Phase Checklist
Page iii
Contents
California Department of Technology
Organizational Change Management Framework
Closing
3
Approach
8
Knowledge Areas
27
Process Phase Checklist
Additional Resources
3
Approach
11
Framework Resources
14 Glossary
Page iv
Document Control
California Department of Technology
Organizational Change Management Framework
Version History
Document history and version control is used to record detail of minor and major changes to the California Organizational Change Management Framework (CA-OCM).
Version # 1.0
Date 7.18.2017
Author CDT
Changes Initial Publication
Page v
California Department of Technology Organizational Change Management Framework
Overview
This chapter provides an overview of the California Organizational Change Management Framework (CA-OCM), its purpose and use, and how it will help you with your projects.
Overview | Page 1
Overview
California Department of Technology
Organizational Change Management Framework
In this chapter...
1
Overview of the CA-OCM Framework
23
Framework Conventions and Structure
Alignment to Other Frameworks
4
OCM Knowledge Areas
Page 3
1.1 Purpose and Use of the CA-OCM
1.2 The Value of the CA-OCM
1.3 A Thoughtful Approach to OCM
Page 8
Page 14
2.1 Colors and Icon Conventions
2.2 Chapters
2.3 Key Navigation Elements
2.4 Call-Out Boxes
3.1 Related Frameworks
Page 16
4.1 Purpose of Knowledge Areas
4.2 OCM Knowledge Areas
Overview | Page 2
Overview
California Department of Technology
Organizational Change Management Framework
Overview of the CA-OCM Framework
Organizational Change Management (OCM) is a discipline that helps organizations implement change to achieve measurable results in their business strategies, work processes, structures, technologies, organizational cultures, and management styles. These changes can be driven by implementation of a new mandate, process, technology, or strategy. OCM focuses on the people in the organization and on identifying and enhancing the "human factors" that will achieve and sustain desired project results, which can include improved efficiency, quality, timeliness, and cost avoidance.
The California Project Management Office (CA-PMO) has developed the California Organizational Change Management Framework (CA-OCM or OCM Framework) to provide an OCM Practitioner with a practical guide for managing change within an organization. The CA-OCM provides guidance on OCM methods and approaches through the use of resources, tools, and templates, as well as narrative describing when and how specific OCM activities should be performed throughout the Project Management Lifecycle (PMLC).
While the CA-OCM is written in the context of information technology (IT) implementation efforts, it is applicable to any type of project that requires an organization, its groups, and its people to change. This must be done with a thoughtful approach that leverages best practices and lessons learned to help navigate California's unique environment and characteristics. The OCM framework aligns to and can be used with the California Project Management Framework (CA-PMF) and the California Business Process Reengineering Framework (CA-BPR or BPR Framework).
1.1 Purpose and Use of
the CA-OCM
The CA-OCM is designed to assist organizations in managing the people-side of change in order to achieve business outcomes associated with that change. OCM facilitates the transition of individuals, teams, and organizations to a future state to achieve business benefits. To accomplish this, OCM takes into
Overview | Page 3
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