Business Readiness Plan and Change Management Strategies
Explore business readiness plans, change management strategies, and key team roles for successful integration projects and leading through change. Learn how to read change plans, evaluate high-impact changes, and conduct post-go-live evaluations effectively.
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Presentation Transcript
CHANGE PLANS BY FUNCTION/TEAM <insert date>
Business Readiness Pyramid Change Plans (by function or team) AGENDA How to read the change plan Change Plan Function A Next Steps 2
INTEGRATION PROJECT BUSINESS READINESS Job Aids, Refresher & Advanced Topics Training - How to do my job? WORKSHOPS & TRAINING Leading Through Change (for People Leaders) Process Overview, Rituals & Routines & Handoffs Change Summary (Team Level) COMMUNICATION TODAY Change Plans (Executive Snapshot) Project Updates
CHANGE PLANS 1. Function A 2. Function B
HOW TO READ THE CHANGE PLAN GO LIVE MARCH MARCH APRIL APRIL MAY MAY JUNE JUNE COMMS COMMS Key events & milestones TRAINING TRAINING OTHER OTHER HIGH IMPACT CHANGES KEY TEAM ROLES KEY PARTNERS KEY RITUALS & ROUTINES Forums to review metrics, discuss and drive solutions to gaps and report to leadership (owner) Key changes we want leadership to be aware of Key roles (people) within team Key roles across business TRAINING CONSIDERATIONS BUSINESS READINESS ACTIVITIES Important considerations for training Primary business readiness activities TM GO FURTHER WITH OUR FAMILY
1 - BUSINESS READINESS PLAN EXAMPLE GO LIVE MARCH MARCH APRIL APRIL MAY MAY JUNE JUNE Project Update Project Update Project Update Hypercare COMMS COMMS Change Plan by Team Sls Ptnr Sls Ptnr Ovw BPT Hub Trg TRAINING TRAINING Leadership Ovw Team Ovw Sls Exceptions OTHER OTHER Readiness Survey Leading Change Readiness Survey Post-Go Live Eval HIGH IMPACT CHANGES KEY TEAM ROLES KEY PARTNERS KEY RITUALS & ROUTINES Planning Control Tower (CFR) S&OP Supply Rvw (Supply Capacity) S&OP Consensus (Sales Growth) Product Council (Sales Growth, Cost Reduction, Regulatory) Collaboration Key Customers (Forecast Variance ) COR Meeting (OTIF/Deductions) Mgr BP&I CLIENT operations are designed for standardized & repetitive work Understand end-to-end process (customer set up, order, returns, exceptions) and new policies Sales orders will be processed by CLIENT SSC Customer Fulfillment Sales orders are subject to CLIENT Core standard practices for validation checks and resolution before shipping Sales orders are dropped to the warehouse based on a window that is determined by the customer s requested delivery date Sales will be from the CLIENT legal entities in Canada and the US but will be segregated from GCB Dir Sales Planning Mgr Sales Finance Sr Dir Field Sales Master Data & Project Mgmt Customer Supply Chain CLIENT Customer Fulfillment CLIENT Customer Supply Chain CLIENT Logistics CLIENT Finance / Credit Commercial Teams (GMs) TRAINING CONSIDERATIONS BUSINESS READINESS ACTIVITIES Explain end-to-end process, including what happens before/after, key rituals & routines, and key handoffs Participation in key forums for monitoring key metrics (e.g., Planning Control Tower) Explain who to contact for questions/troubleshooting (CSC, Cust Fulfillment) Train on new setup processes (new customer setup, sample orders, etc.) Project Preview: Presentation in February by Jones to provide project overview & plans for customer communications Leader Meeting: March 17 session to explain project overview, change summary, customer communications, blackout dates End User Updates: Planned the weeks of Apr 13 & 20 Pre Go-Live Rituals & Routines: Project team assisting with key forums to review metrics, discuss and drive solutions to gaps Post Go-Live Refresher/Support Call: Check in to see answer questions about go-live and determine what additional support might be needed TM GO FURTHER WITH OUR FAMILY
