By Denise Larcade, CSM, CSPO, LSSGB, Prosci
When working for a client as an Organizational Change Management (OCM) practitioner, you sometimes also wear your Project Management hat. Your Project Management hat ensures the change is addressed from a technical aspect. Your OCM hat helps you address the impact of that technical change on people.
I recently had an opportunity to implement a new program within our internal organization. During this assignment, I assumed both the role of project manager and change manager. Wearing both hats and switching between hats proved to be important to a successful implementation.
At the end of the implementation, I took a look at the project and asked myself a few key questions to help me improve for future projects:
- Did I miss an opportunity to take off the Project Management hat and put on the OCM hat?
- Did I switch hats often enough?
I know from my change management experience that bolting change on the end of a project is not the way to handle change. I also know that these three key elements are needed to ensure success:
- Technical expertise
- Change agent implementation experience
- Change agent with good relationships
While all three of these are important, it’s the establishment of good relationships that can truly make or break a successful implementation. This is where taking off the Project Management hat and putting on the OCM hat is important.
Contrary to what some may think, a “good relationship” does not mean simply meeting or knowing the people you are working with. You must have trust and credibility, as well.
Here are some ways to build trust and credibility:
- Executive support and sponsorship – a sponsor or leader can aid in communicating and building the trust and credibility of a change agent.
- Foster your relationships – show competence, be genuine and sincere; be accountable, honest, and respectful.
- Earn it – trust and credibility are earned, so start developing the right type of relationships early in the project to allow time to earn trust.
I always welcome an opportunity to grow and learn new ways of doing my job better. My recent project surprised me in a lot of ways—most importantly, by reminding me that OCM success often means switching hats frequently to make sure all aspects of the project are run effectively.
About Denise: Denise Larcade is an Organizational Development Consultant and Merger and Acquisitions Expert. She is a Certified ScrumMaster, Certified Scrum Product Owner, Lean Six Sigma Green Belt, and is Prosci certified. 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 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.