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

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download