This was presented at International PMI Congress 2015. I spoke about transformation that aimed to build HUB servicing 10 countries from Central Eastern Europe.
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The art of transition management through practical glasses
1. THE ART OF TRANSITION MANAGEMENT
The art of transition management
through practical glasses
Anna Jaszczołt (Erdmańska)
2. THE ART OF TRANSITION MANAGEMENT
Project Manager’s Self-Reflection
3. THE ART OF TRANSITION MANAGEMENT
2-rooms
flat appartment house
Types of change
garden
summer
house by
the lake
moving to
a different
country
developmental
change
transition
transformation
skills and actions
must change
requires new mindset, new behaviors
Impact
onpeople
no major
impact
analyses
trials
4. THE ART OF TRANSITION MANAGEMENT
current
app
new
functionalities
new app
Types of change
social
media
call centre
prestige
service
developmental
change
transition
transformation
skills and actions
must change
requires new mindset, new behaviors
Impact
onpeople
no major
impact
analyses
trials
5. THE ART OF TRANSITION MANAGEMENT
Migrations – typical transition projects
Send Site
Receive Site
Outsourcing Centre
Services to be tranferred are determined and there is a transfer process in place.
6. THE ART OF TRANSITION MANAGEMENT
My Recent „Baby”
1. Description
2. Scope
– 9 countries
– 150 people
– 4 types of services
3. Main project products
7. THE ART OF TRANSITION MANAGEMENT
Approach
Due Diligence Concept
Organisational
Structure
Transfers
Service 1
Service 2
Service 3
Country 1
Service 1
Service 2
Service 3
Country 2
Service 1
Service 2
Service 3
Country 3
Service 1
Service 2
Service 3
Country 9
8. THE ART OF TRANSITION MANAGEMENT
Challenges
1. People
2. People
3. People
4. Organisational Culture / Operations Specifics
5. Local Aspects
6. Legal Constraints
9. THE ART OF TRANSITION MANAGEMENT
Successful strategies
Good old tools are the best… ones you implement them
10. THE ART OF TRANSITION MANAGEMENT
Successful Strategies
Leadership
Negative
Attitude Tools
Communication
Project
Management
Tools &
Methods
11. THE ART OF TRANSITION MANAGEMENT
Leadership
1. Strategy
2. Vision
3. WIIFM
4. Air freshener
12. THE ART OF TRANSITION MANAGEMENT
Project Management Tools
1. Use simple tools
2. Resign from a classic plan
3. Build a delivery framework
4. Plan in steps (Hybrid approach)
5. Engage your strong
and supportive sponsor (sic!)
13. THE ART OF TRANSITION MANAGEMENT
Negative Attitude Tools
1. Common concept
2. Get rid of complainers
3. Become a sales champion
4. Master your self-esteem
14. THE ART OF TRANSITION MANAGEMENT
Communication
1. Cut down negative gossips
2. Clear and regular communications
3. Listen!
15. THE ART OF TRANSITION MANAGEMENT
Success Story?
• Team settled and operations performed from Warsaw office
• Next Phase Project Initiated
• New PM roles opening in HR London
16. THE ART OF TRANSITION MANAGEMENT
Key success factors
Agile-ish Approach
1 23
High Self Esteem
Effective Leadership
17. THE ART OF TRANSITION MANAGEMENT
Thank you!
Anna Jaszczołt (Erdmańska)
anna.monika.jaszczolt@gmail.com
Notes de l'éditeur
Developmental change – improvement
Transitional change – new state, however we know where we are heading since the beginning. Impact level on skills and actions.
Transformational change – we don’t know where exactly we are heading, no place for classic, waterfall plans - > process emerging as you go, totally new future state (requires new mindset, behaviours)
Developmental change – improvement
Transitional change – new state, however we know where we are heading since the beginning. Impact level on skills and actions.
Transformational change – we don’t know where exactly we are heading, no place for classic, waterfall plans - > process emerging as you go, totally new future state (requires new mindset, behaviours)
My transitions:
Fund accounting process
Edinburgh – Warsaw (30 ppl)
Luxembourg – Warsaw (6 ppl. 15 ppl)
Dublin – Warsaw (20 ppl)
It is still very challenging and brings lots of changes to the organisation.
Services scope:Salaries and Benefits, Redefined HR Business Partner roles, Recruitment, Learning
Products:
Receive Site choice, Detailed scope, New process model, New procedures and policies, New roles, New organisational structure, Delivery Approach, All formal requirements met
Why transformation?
We don’t know where exaclty we are heading
Strategic change
Scope not determined
People: people leaving organisation, lack of buy-in from key project members (also decision makers!), trying to impact the decision that has already been made, changing concept, negative attitude towards change
Organisational Culture / HR Specifics: lack of project management knowledge, experience; not focusing so much on Customer satisfaction, not focusing so much on costs, mindset: decision not transferred into actions, not used to operations in virtual reality
Local aspects: local labour law, local regulators, local procurement contracts, processes, taxes, technology
Legal constraints: data protection, regulatory, service nature
1. Bind your goal with organisational strategy
2. Build vision
3. WIIFM
4. In crunch situation, use outside authority
Use simple tools
Resign from a classic plan
Build a delivery framework
Plan in steps (Agile approach)
Engage your strong and supportive sponsor (sic!)
1. Engage people in building concept
2. Get rid of complainers
3. Become a sales champion
4. Master your self-esteem
5. Listen
Cut down gossips
Clear and regular communications
Listen!
Team settled and operations performed from Warsaw office
Next Phase Project Initiated
New PM roles opening in HR London