1. Salesforce CM Approach
1. Mobilize & Engage
CM.1 Region/Country Executive Buy-In
Regional and Country Alignment on AURORA
Local Sponsorship onboarding
Vision, rhythm & organizational impact
Go/NoGo & Timing decisions
CM2. Country On-Boarding
Conduct Stakeholder Analysis and Mapping
Local Leadership onboarding
AURORA “selling story” and Case for Change
Introduce deployment plan
Introduce target Local team organization
Set-up program governance
Country Kickoff
CM.3 Local Team Ramp-up
Identify, prepare and on-board project team members (Key Users and Champions)
Introduce the overall deployment methodology
2. HARMONIZE
CM.4 Design Change Journey
Design and formalize Change Roadmap (Prepare Change Strategy)
Change Impact Analysis & personas (Done at local level during localize phase)
Engagement and Comms strategy (Included in change strategy)
Determine People Enablement strategy (Included in change strategy)
Change Organizational Readiness and barriers/gaps identification (Impact, risks & ADKAR analysis)
3. LOCALIZE & DEVELOP
CM.5 Localize Change Journey
Localize Impact Assessment and “What’s In It For Me”
Salesforce Change Impact Analysis
Local Prosci Impact Analysis
Identify Impacted Personas
Localize Change Roadmap with persona-based Change Journeys and To-Be operating model
Define local adoption plan and metrics (Capture definition of success)
Localize Comm strategy & plan (including engagement of local Champions & people manger plan)
Determine Market Training Plan and identify Training Needs
4. MARKET TEST - MARKET TRAINING - CUTOVER/ACTIVATE
CM.6 Execute Change Journey to Go-Live
Prepare Key Users to execute UAT – Deliver UAT Kick Off
Execute Sponsor engagement plan
Ensure continuous support and engagement of local Champions
Execute Engagement & Communication plan (pre-Go-Live)
Execute People Manager plan
Monitor organizational Change Readiness
CM.7 Market Training Delivery
Training design: localize and develop training Materials and supporting resources
Incorporate UAT feedback
Setup & Execute Enablement Plan
Prepare Training Logistics
Deliver “Train The Champions”
Deliver “Train the Users”
5. HYPERCARE – RUN
CM.8 Activate Post Go-Live Support
Develop sustainment actions, roles and timeline
Activate and assist hypercare support
Execute post Go-Live Engagement & Comms plan
Support and sustain local Champions
CM.9 Reinforce Change
Monitor adoption metrics (1M/3M/6M) and success criteria
Celebrate success
Gather feedback from end-users and socialize lessons-learned
Identify root causes for potential low adoption and implement corrective actions
Build and reinforce accountability into day-to-day business operations (including transition plan)
2. CXO CM approach
1. DISCOVER
Case for Change Charter - Identify critical "moments that matter" / “what’s in it for me”, benefits for users
Change Charter
Conduct user interviews
Create Stakeholder register
Project Sponsors identified
Change Champions identified
End users stakeholder analysis Discover phase
Use NPS or survey scores to recognize high-impact users or "super adopters"
Stakeholder heatmap assessment template created
Stakeholder heatmap assessment Discover phase
Setup toolkit
Feedback loops approach defined
CXO Resourcing completed
2. PREPARE
Create RACI Matrix
Create Communication & Engagement plan
Stakeholder heatmap assessment Prepare phase
End user stakeholder analysis refresh Prepare phase
Executive endorsement & sponsorship spine approach developed
Comms & engagement plan for INITIATION phase launched
Change readiness assessment approach developed
Coduct awareness sessions for BTO
Prepare and run deep dive workshops with local leadership
Prepare and initiate External stakeholder engagement
UX design requirements for shared tempate defined & aligned
CXO Strategy refinement and updating
Change champion network approach created
Champion orientation and onboarding packet
Create Champions Playbook
Prepare for Champions kick-off
Conduct Champions kick-off (with project team)
Prepare and conduct Pilot announcement @ local Town Hall
Prepare and conduct Pilot Kick-off
Create Learning journeys
Conduct role mapping activities (including Security)
Conduct E2E Training Needs analysis
Training strategy signoff
Create, review, modify and approve course curriculum
Create, review, modify and approve course outline
Create Training plan
LMS preparation
3. EXPLORE
Stakeholder heatmap assessment Explore phase
End user stakeholder analysis refresh Explore phase
Comms & engagement plan for BUILD phase launched
Change champions nominated and onboarded
Change Impacts validated after Fit-to-Template
Personas and persona-based journey maps finalized
Template to support E2E process flow developed
Create training materials (e-Learning, ILT/VLT, QRG)
Training Logistics and Coordination
Track change adoption metrics (system usage, login rates, performance metrics) - to be created for each EDGE partner
4. REALIZE
Stakeholder heatmap assessment Realize phase
End user stakeholder analysis refresh Realize phase
Schedule Change Champion Monthly Meetings
Create a repository of FAQ documents and video tutorials on the EOS Hub
Revalidate Change Impacts after Fit-to-Template workshops
Create and update Sharepoint training page
Course translation as needed
Comms & engagement plan for DESIGN phase launched
Enable-The-Trainer prep
Comms & engagement plan for SIT phase launched
Comms & engagement plan for UAT phase launched
Change impacts synthesized and validated after UAT
Publish ongoing communication assets to the EOS Hub
Highlight success stories in internal communications (newsletters, EOS Hub, etc.)
Highlight "Quick Wins" from the transformation (small wins build momentum)
Celebrate Change Champions and team members who exemplify change
Monitor support requests for trends and update FAQs accordingly
End user engagement and onboarding completed
End user kick-off
Schedule a formal “Lessons Learned” retrospective to review wins and gaps
5. DEPLOY
Comms & engagement plan for CUTOVER phase launched
Comms & engagement plan for HYPERCARE phase launched
Provide users with digital badges or "certificates of completion" for training
Training measurement/leaderboard
Implement Triage Tool
6. RUN
Ensure training materials remain available and up-to-date
Host "live help desk" events where users can get real-time support
Success Metrics
About
Title
AURORA CXO Change Management Approach (Integrated)
Subject
-
Company
-
Author
Mindjet
Version
4
Comments
The Mindjet MindManager 2012 default map template.