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Define Change Strategy

Purpose

  • Purpose: Develop and evaluate alternative change approaches to select the best one.

Description

  • Contextual Clarity:

    • Define current and future states for context.

  • Strategy Components:

    • Context, alternatives, justification.

    • Resources, value realization, stakeholders.

    • Transition states.

  • Representation:

    • Can be part of a business case, SOW, strategic plan, etc.

  • Selection Process:

    • Evaluate and choose the most suitable strategy.

  • Partial Solutions:

    • Focus on achieving parts of the future state initially.

  • Transition States Clarification:

    • Define completed components and remaining work for each state.

Inputs
• Current State Description

• Future State Description

• Risk Analysis Results

  • • Stakeholder Engagement Approach

Elements
1. Solution Scope
• Definition and Boundaries

• Components (capabilities, technology, etc.)

• Inclusions of Out-of-Scope Components
2. Gap Analysis
• Identification of Current and Future State

• Analysis of Gaps in Capabilities

• Addressing Identified Gaps
3. Enterprise Readiness Assessment
• Capacity Analysis for Change

• Cultural and Operational Readiness

• Timeline and Resource Evaluation
4. Change Strategy
• Planning Transformative Activities

• Options Identification and Feasibility Analysis

• Selection Criteria (organizational readiness, costs, etc.)

• Business Case Development
5. Transition States and Release Planning
• Phased Implementation of Future State

• Factors Influencing Release Planning

• Timing Considerations for Minimal Disruption

Guidelines and Tools

  • Business Analysis Approach: Shapes change strategy.

  • Design Options: Presents varied solutions and their challenges.

  • Solution Recommendations: Identifies endorsed solutions.

Techniques

  • Balanced Scorecard: Defines evaluation metrics.

  • Benchmarking and Market Analysis: Aids strategy selection.

  • Brainstorming: Generates collaborative ideas.

  • Business Capability Analysis: Prioritizes gaps by value and risk.

  • Business Cases: Captures recommended strategies.

  • Business Model Canvas: Defines necessary changes.

  • Decision Analysis: Compares and selects strategies.

  • Estimation: Determines activity timelines.

  • Financial Analysis: Evaluates against ROI targets.

  • Focus Groups: Gathers user input.

  • Functional Decomposition: Breaks down solution components.

  • Interviews: Engages stakeholders.

  • Lessons Learned: Improves strategy based on past experiences.

  • Mind Mapping: Develops change ideas.

  • Organizational Modelling: Describes roles and structures.

  • Process Modelling: Illustrates work processes.

  • Scope Modelling: Defines solution boundaries.

  • SWOT Analysis: Assists in strategy selection.

  • Vendor Assessment: Determines vendor involvement.

  • Workshops: Collaboratively develops strategies.

Stakeholders

  • Customer: Purchases or consumes; provides feedback.

  • Domain Subject Matter Expert: Offers expertise.

  • End User: Utilizes the solution; provides feedback.

  • Implementation Subject Matter Expert: Provides implementation expertise.

  • Operational Support: Supports operations; assesses supportability.

  • Project Manager: Manages change activities and scope.

  • Regulator: Ensures compliance with laws.

  • Sponsor: Authorizes funding; champions the change.

  • Supplier: Assists in implementation.

  • Tester: Ensures solution quality.

Outputs

  • Change Strategy: Guides organizational change.

  • Solution Scope: Defines achieved solution.

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