An Organizational Change Management (OCM) strategy will serve two key purposes: Firstly, to communicate the benefits of the projects to stakeholders (employees, vendors, customers, executives, shareholders etc.); and secondly to help prepare people as they transition to the new world.
At a minimum an OCM plan should include the following:
- Identify how the organization will change in the post-implementation world.
- Communicate the compelling reason for the change and develop the message that will be communicated to relevant parties.
- Identify the project leaders and deliver training/support to help them deal with change related issues (Ex. conflict management).
- Outline changes to roles and responsibilities with the organization and determine an appropriate means and schedule to inform the affected parties.
- Identify activities that should be done to minimize resistance to change (Ex. providing role specific training, implementing simplified processes, engaging project champions etc).
- Identify the key people risks in the organization and devise mitigation strategies.
- Implement a long-term strategy to foster continued adoption after the go-live process (Ex. how often are upgrades and retraining done).
Your partner should assist you in helping create your OMC plan; however, your organization should own the development and execution of the plan because you know and understand your stakeholders the best.