Organizational Change Management (OCM) Steps, Activities, and Tasks – Everything You Need to Know about the OCM Process
Change management involves the people side of change and is the process used to drive adoption of new business processes, technology solutions, and other organizational transformations.
There are key sets of change management steps, activities, and tasks that need to be completed to increase the rate of change adoption successes.
These change management steps are outlined below and are listed based on my extensive years of experience in leading transformation change as a Senior Change Management Lead. Something to note though is that change is an ongoing process, and it is not a one-time event. As such, a meticulous change approach and strategy needs to be applied and implemented to increase end-user adoption, leadership engagement, and stakeholder buy-in.
There are three key phases of effective change management. Click here to review the three organizational change phases: OCM Phase 1 (Overview), OCM Phase 2 (Overview), OCM Phase 3 (Overview)
Change management steps for the first phase of OCM include:
- Conducting Program Assessment
- Performing Stakeholder Analysis
- Completing Change Impact Assessments
- Conducting Audience Analysis
- Performing Org Readiness Assessment
- Conducting Change Risk Assessment
- Developing an OCM Strategic Plan
- Standing Up a Change Management Group
- Launching a Change Champion Network
- Implementing an Organizational Wide Culture Change
Change management activities for the second phase of OCM include:
- Completing an Effective Communications Plan
- Delivering an Engagement Plan for Engaging with Stakeholders
- Implementing an Engagement Plan for Engaging End-Users
- Developing a Proactive and Reactive Resistance Management Plan
- Developing and Implementing a Training Plan
- Developing a Coaching Plan
- Implementing a Tracking and Measurement Plan
Change management tasks and activities for the third phase of OCM include:
- Collecting & analyzing feedback after Go-Live
- Diagnosing post-implementation gaps & issues
- Implementing corrective actions to remediate identified issues
- Celebrating successes and quick wins
- Change management team disengagement
Implementing the key set of organizational change activities and steps outlined above will help increase the success of your change management program.
Once again, something to note is that the steps of managing change in a business organization is a continual process for the duration of the change or project implementation, and even afterwards.
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