Effective Solutions Through Partnership

Category Archives: Organizational Change Management (OCM)

How to Use tools from Work to make the Holiday Season Easier and Happier

Best Practices, Communications, General Life/Work, Managing/Leadership, Organizational Change Management (OCM), Project Management

By Judi Phelps

‘Tis the season to get overwhelmed by holiday parties, Secret Santas, decorating the house, numerous family functions, and all the other festive activities that can take over your life this time of year. On top of that, the end of year is always a busy time at work, as you try to get everything off your desk and out of your email inbox before leaving the office for a week.

I was thinking recently about all we have to do in both our personal and professional lives during the holidays it got me thinking—how can we take the skills we use in the office every day and apply them to our personal lives? If we project managed our personal lives a little bit, perhaps we would be able to increase the quality and quantity of the time we get to spend with our friends and loved ones—not to mention entering 2018 feeling like we have things under control.

Here are some of my suggestions for project managing your holiday season:

  1. This can be overwhelming, but gather the family and begin the conversation to determine what your plans are this holiday season.
    • Prioritize Tasks: Decide what you want or what needs to get done this season, plus which events are most critical or which you are most excited to attend. Make sure you ask your family their vision for what the holiday celebration should be. Then determine the level of commitment from yourself and others—do you have the commitment needed to accomplish all your tasks?
    • Make a Timeline: Look at what is on the schedule. Whether it’s extra choir rehearsals, cleaning, decorating, or addressing envelopes, schedule everything out so you have a clear picture of what needs to get done by when.
    • Identify resources (both physical and financial): Assign roles to complete the tasks. Seek volunteers for tasks no one wants to do (e.g., clean the bathroom before guests arrive; make room in the coat closet). Maybe an older grandson and friend could put the lights on the house. It may not be how you would have done them, but it gets the job done! My 3- year-old grandson actually helped me decorate their Christmas tree this year—this is a great memory and the tree got decorated! Just don’t forget to empower your team—you should be willing to accept imperfect results!
    • Plan for Contingencies: Have a backup plan for when things go haywire. Perhaps you and your best friend had dinner plans but you’ve run out of time for shopping—will your friend combine shopping with visiting?
  2. Change Management: A year goes by in a flash, but 365 days is actually a long time! Some change is bound to happen!
    • Take inventory of your contact list. Marriages, divorces, new babies, moves? Whether it’s updating the Christmas card list with a new address or adding a new nephew to your gift list, make sure you are working with the most up-to-date information.
  3. Communication Management: You can do all the planning and scheduling in the world, but if no one is informed or consulted on what’s happening, then the plan doesn’t mean much!
    • Think about the most effective way to make sure everyone knows what is happening and when. Ask your family/friends which communication method works best—maybe it’s a Facebook chat or a group text. Perhaps a Google doc where everyone can make edits as needed. Just make sure everyone knows what’s going on so they are not left in the dark—remember everyone else has their own plans too!
  4. Work toward the Goal: As you move through each item in this process, remember the goal…
    • …to have fun and celebrate! Perfect is not the goal, and you may find that a little breathing and perspective will make a misadventure a memory!

Getting all of this together may not be possible, but approaching the season with the same skills you use to conquer the business or project issues you deal with everyday could get you further along to a less stressful holiday season. I know I’m working on it!

About the Author: Judi Phelps has a Bachelor of Arts in Economics and worked for the State of California for more than 38 years, starting as a part-time clerk-typist and ending as a Staff Manager II. Judi worked almost all of that time in various areas of the Medi-Cal program, implementing program policies as well as working to develop policies. As a consultant, Judi currently works with clients to look for better ways to achieve the mission. Judi loves singing and scrapbooking—sometimes together!—for both the paper-craft and the time with friends aspects. Judi enjoys traveling, entertaining, and making memories (to put into scrapbooks) with her two grandsons.

What the KAI Partners Team is Thankful for in 2017

Communications, Data Management, Employee Engagement, General Life/Work, KAI Partners, Organizational Change Management (OCM), Project Management, Project Management Professional (PMP), Prosci, Sacramento, SAHRA—The Sacramento Area Human Resources Association, SHRM, Small Business, Team Building, Training


From the KAI Partners team to yours, we wish you a happy, healthy, and stress-free Thanksgiving holiday.

Applying your Prosci Certification in the Real World

ADKAR, Best Practices, KAIP Academy, Learning, Managing/Leadership, Organizational Change Management (OCM), Prosci, Training

By Elizabeth Long

Having a certification like Prosci is valuable in terms of provide knowledge and framework around the Prosci ADKAR® Model. It’s also a great way to show your credibility as a practitioner of change management.

While the certification provides a good foundation—and is something I recommend my fellow change managers think about obtaining themselves—much of the work happens when you get onsite and observe and evaluate the organization with which you’re working.

I’ve seen my share of people come in to an organization with various degrees and certifications and while they can provide a lot of strategic or academic talk, their ability to recommend and implement the tactics is lacking.

If you simply take the methodologies and apply them in a cookie-cutter way, your chances of change management success are slim. Every organization or client is different. The people differ, the company culture differs—you need to be able to take these always-different environments and connect with people on a human level. That is when the action really happens.

So, with certification in hand, how do you integration that human connection into your work, so that people feel connected and valued (i.e., open to change?) Here are some of my best practices:

  1. Build Relationships. Determine who your primary stakeholders are and build relationships with them. Through these relationships, you’ll learn about the organization and its challenges; plus, these folks will also help guide you to determine which methodologies you should recommend to implement. By understanding what the organization needs, you can determine how to best apply the changes. Remember, nothing is cookie cutter.
  2. Be Authentic. You need to genuinely want to develop these relationships and get to know people. If you honor your word—when you say you’re going to do something, do it—then the people in the organization will see that and be more likely to take your recommendations and provide you the opportunity to do your work. Authenticity builds trust with your partners. The recommendations you make will be much more well-received if you have trust—trust that is gained by being authentic.
  3. Be a Leader.I’m currently reading the book, “Extreme Ownership: How U.S. Navy SEALs Lead and Win,” by Jacko Willink and Leif Babin. Among other things, it’s about a Navy SEAL platoon and how they develop leaders within the SEALs. The ‘leader’ is a role on the team, everyone plays a critical role—it is the leader’s main job to communicate the ‘why’ of the mission and explain each person’s role and how it is critical to accomplish the mission. This helps the team develop a belief in the mission. While on a much smaller scale, change management works similarly. The most critical thing a leader can do is share the vision and the mission—the WHY we are doing something. (In Prosci terms, this is referred to as developing the desire.) Being a leader is learned from putting your certification knowledge into action in the field. Leaders make realistic assessments, acknowledge failures, take ownership of issue, and develop plans to improve. Prosci is the framework, but your experience is the engine that will drive your success on the ground as a Prosci leader!

As you begin applying your Prosci certification in your work, remember that it is a guideline—the desire to change and understanding the people you’re working with goes beyond methods and is all about understanding the real-world application.

About the Author: Elizabeth Long is a professional Organization Development Consultant and Curriculum Developer/Trainer. She received her Certification in Organizational Change Management from Prosci and is certified in e-learning development from Langevine Learning Center. Elizabeth has worked in many industries: High tech, healthcare, and state and local government. Currently, Elizabeth works as an Executive Consultant with KAI Partners, Inc. as a contractor working in a variety of California State Departments. Elizabeth has lived in Sacramento for the past 17 years and appreciates the history of Sacramento as well as its convenience to many well-known destinations like San Francisco, Tahoe, and Reno.

Why Workforce Development is Everybody’s Business

Government, Hiring, Learning, Organizational Change Management (OCM), Sacramento, Small Business, Startup Company, Technology, Training

By Stephen Alfano

Scan the U.S. economic forecast newsfeeds today and you’ll find nearly all of them contain or point to a reference about the status of the available workforce.

The reason for this attention is quite clear: Research continues to show the country in the middle of an employment crisis with rapidly declining rolls, due in large part to an aging population (10,000 retirees a day), coupled with the widening knowledge-base and skills gap among entry-level and mid-career candidates looking to be the backfill.

Of course, the employment crisis isn’t just a U.S. issue. Large and small employers, and national and local politicians the world over are involved in the response—especially where economic empowerment in the form of access to good paying jobs and career advancing training comes into play. In other words, workforce development is everyone’s business.

Originally designed to address the needs of personnel rather than businesses, workforce development has evolved to become an all-encompassing economic growth catchphrase used to describe multifaceted, multiphasic initiatives that attempt to knock down a wide array of employment barriers and achieve overall labor goals of a region.

Today, when business leaders and politicians talk about workforce development, they do so in terms of socio-economic reforms in education, urban planning, tax policy, and social services (to name a few of the areas affected).

Regardless of the size of their payroll or party affiliation, these community stalwarts are undeniably talking about jobs. They are talking about good paying jobs, jobs that require skills in high demand. The kind of jobs that attract—and keep—employees rooted in the region. And there’s the rub—as the Harvard Business Review (HBR) points out in a recently published article.

With insight (data analysis) pulled from requirements from job listings posted since 2008, the HBR identifies the growing skills gap found in U.S. labor pool since the “Great Recession.” In case you don’t have spare time to read the whole article, here’s an abridged version to help point out why (and where) workforce development is needed:

“[Recent research has established] a new fact: the skill requirements of job ads increased in metro areas that suffered larger employment shocks in the Great Recession … the companies that reacted to the recession by looking for more skilled workers were still pursuing that strategy five years later.”

“[Specifically, job ads in] hard-hit metro area are about 5 percentage points (16%) more likely to contain education and experience requirements and about 2–3 percentage points (8‒12%) more likely to include requirements for analytical and computer skills … [and nearly all] education, experience, analytical aptitude, and computer skills — have been found to complement new technologies … [identified in the job postings] analytical requirements by the presence of keywords like “research,” “decision,” and “solving.”

“… [it was found] that businesses more severely affected by the Great Recession were more likely to invest in new technology, and while this technology may have helped replace some forms of routine jobs, it apparently increased the demand for greater worker skills for other routine jobs.”

The Sacramento metro region was one of the areas hardest hit by the “Great Recession.” (When the “housing bubble” burst, the economy suffered another big shock with the exit of several large employers.) The resulting devalued homes and downturn in available jobs crippled the Capital Corridor’s economy—it took nearly 10 years for a modest rebound to take place.

As of October 2017, there are relatively few underwater properties left in the area inventory. Unfortunately, there are still hundreds of area residents underemployed and too few big employer prospects in the pipeline. Sounds like the right market conditions for an innovative and inclusive workforce development initiative, specifically one that will:

  1. Ensure business and civic leaders work together regularly to identify and then mitigate skill gaps in the labor pool addressing regional employment challenges through dedicated sponsorship and resource allocations;
  2. Employ empirical data analysis and change management best practices in tandem to inform and guide employers and employees on how to fulfill growing or evolving job requirements in alignment with regional marketplace growth goals and objectives;
  3. Enlist subject matter experts and key stakeholders to create processes and governance and compliance policies and procedures that will facilitate reconfiguring or reconstructing regional human resource management goals and objectives on an ongoing basis; and
  4. Engage and empower instructors and advisors to help train and promote work-ready employees for both short and long-term economic growth objectives that serve vital regional business and public sector needs for better prepared and for higher-qualified candidates.

Who’s with me?

About the Author: Stephen Alfano is an Organizational Change Management Consultant and Communications Expert. He has over 25 years of experience leading and managing internal and external marketing initiatives for both private and public-sector clients. His résumé includes providing both new business and business process improvement services to Apple, American Express, AT&T, California Department of Transportation, Chevron, Entergy, Levi Strauss & Co., Louisiana Office of Tourism, Mattel, Microsoft, Novell, SONY, Sutter Health, and Wells Fargo. Stephen currently works as an Executive Consultant with KAI Partners, Inc., providing change management and communications expertise and support services to California State Departments.

Why you Should Document Business Processes

Best Practices, Business Analysis, Documentation, Organizational Change Management (OCM), Project Management, Small Business

By Denise Larcade

One thing I’ve seen in my 25+ years working in change management and business analysis is that documenting Business Processes and supporting documents like Standard Operating Procedures (SOPs) adds value to a business in a variety of ways.

Unfortunately, some believe that documenting processes and procedures is not always the most exciting of tasks, and it’s often put off from one person to the next. Before you know it, the documented process for a task may be severely outdated—or nonexistent.

A lack of documentation can reduce efficiency of your business if, for example, someone goes on vacation. The back-up who’s covering for them should have access to the Business Process Diagram (BPD) and accompanying SOPs so they can do the job of the person who’s out. If there’s no documentation, the back-up has no idea what to do. The impact to the business is that while the process may be well-defined and streamlined, if it’s not documented, then time and labor is not utilized efficiently.

A complete lack of documentation can be a major problem if an employee leaves. Without knowing their day-to-day processes, it will be difficult to hire a qualified person to take over for them, not to mention keeping business running in the interim.

Luckily, documenting processes and procedures is not a daunting task. Businesses of any size can and should document their process. KAI Partners, a certified small business with fewer than 100 employees, regularly documents its processes and procedures.

When starting out, a good rule of thumb is that each WHAT documented in the BPD should be supported by some documentation on HOW (oftentimes an SOP). Further, when the Business Processes are updated, the accompanying SOP should be updated at the same time.

For example, if the diagram step in the BPD states, “Create Invoice,” there should be a manual/guide, SOP, or job aid detailing how to create the invoice. If today the invoice is created on a Mac and tomorrow it’s changed to a PC, the step in the BPD may not change, but the supporting documents will.

So, what do you do once you’ve documented your Business Processes? Stick them in a drawer and forget about them? No!

Depending on your current business state, you should look at your Business Processes quarterly, semi-annually, or annually. For mergers and acquisitions, I recommending looking at your processes quarterly. If your business is not going through a major change, you should check in with your Business Processes every six months or every year.

When you do regular audits of your business process, you’re checking for:

  1. Accuracy.Is everything the same, or have you made any business changes that should be updated? Think about the scenario above—if the software used to create the invoice is inaccessible due to a licensing issue, a work around may need to be created to keep the BPD current. If the work around does not have a solution date and may be a long-term work around, you should consider updating the BPD to reflect that. (Another reason why regularly-scheduled reviews are valuable—it forces the business owner to address something that was supposed to have been fixed by a certain date.)
  2. Improvements. Is there a way you can improve or streamline the process? What steps no longer need to be done or how can we automate? Perform a cost analysis to determine which step is most efficient.
  3. Future state. What may the future of this process look like? Look at how is the industry shifting or how have other organizations changed. If there’s a new system the industry is using, assess the initial cost to stand up using a new system, as well as the cost over time to change to the new process. This information will be helpful in the future, as changes start making their way down the pike.

I recommend every business—large or small—regularly document and update their processes and procedures. For those who are on the fence, just remember that while eliminating processes may eliminate roles, streamlining a business process means you can now put people in roles that need more attention. This will help your business running at its most efficient.

About the Author: Denise Larcade is an Organizational Development Consultant and Merger and Acquisitions Expert. She has over 25 years of experience in training, development, and leading companies through organizational change management. Denise has worked in corporate retail, technology, and government healthcare and most recently has experience with large-scale implementations nationwide. She currently works as an Executive Consultant with KAI Partners, Inc., providing client support to one of KAI Partners’ state clients. Denise grew up in the Silicon Valley and relocated to Utah and Idaho before recently returning to her native California roots.

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