Kuali Research Organizational

Change Management
Navigating the people side of change
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Sponsorship
• Sponsor & Governance
briefings
• Provide subject matter
expertise
• Executive decision-making
• Communicate changes
• Respond to conflicts
ENGAGEMENT APPROACH
Communication Implementation Training Inclusion
• KR Project Website • Application Inventory • People Managers • Change Network
• Project Newsletter • Focus Groups, User training • Mini Roadshows
• Project Inbox/Email Testing, & Feedback • Assess end-user needs • 1-on-1 Meetings
• Surveys • Identify Work Stream • Determine delivery • Extended Team
• Share go-live Dependencies/ methods/segments Meetings
updates Customizations • Create training • Conference Room Pilots
• Assess Outcomes program • Engagement Activities
• Ensure training is
available for new
employees
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ORGANIZATIONAL CHANGE MANAGEMENT
PHASE 3:
Organizational Change Management is the approach PHASE 1: PHASE 2:
REINFORCING
to transition an organization, including its people, PREPARING MANAGING
FOR CHANGE CHANGE
from their current state to a new state. The ESR CHANGE
program is collaborating with Staff Education to
ensure that each project team is incorporating Change Communications
Adoption, Usage
ADKAR- Awareness, Desire, Knowledge, Ability, and Management Plan
Measurement
Strategy Sponsor Roadmap
Reinforcement.
Coaching Plan
Training Plan Sustainment
The Prosci ADKAR change model gives leaders a Readiness
simple framework for helping people embrace and Resistance Mgmt Compliance
Assessments
Plan Corrective Action
adopt changes and provides clear goals, outcomes,
and common language for change management. The
KR project team is committed to providing individuals Recognition
Prepare Change Integration into
with the support they need to move from their Success
Team and Identify Project
Celebrations
current states to their future states. Sponsors Management Plan
Lessons Learned
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PROJECT MANAGEMENT ACTIVITIES CHANGE MANAGEMENT ACTIVITIES
Initiate Project
Scope Project Conduct readiness assessments and impact analysis
Identify and begin building sponsor coalition
Plan Project Select and prepare change management team
Establish objectives Identify and address anticipated resistance
Document approach
Define team and budget requirements Communicate why change is happening (sponsors)

Design Solution Prepare and equip managers and supervisors

Benchmark and gather data Continue communications and sponsorship activities
Generate ideas and select concepts
Launch group and coaching sessions
Model solutions Reinforce key messages (sponsors)
Document requirements
Continue communications and sponsorship activities
Develop Solution
Evaluate alternatives Identify training requirements and develop training
Architect solution Continue communications, sponsorship and
coaching activities
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BUILDING AWARENESS CHANGE MANAGEMENT TRAINING
Roadshow Presentations Prosci ADKAR Workshops
Staff Education and Development will deliver Prosci training to
VC areas, executive leadership and key stakeholder groups.
over 200 research administration management and supervisory
staff, with plans to provide training to all People Managers.
Change Practitioner training provided to all ESR Change Leaders.
INTERNAL EXPERT SOURCING
Involvement and Expertise
Partnership with SMEs gives functional ownership
ESR-KR MONTHLY NEWSLETTER
and enhances desire to participate and support this change. First issue on January 9, 2019
Project updates, news and information, calendar of events
and contacts. Website esr.ucsd.edu launched Fall 2017.
CONTINUOUS OUTREACH
Departments and One-on-One
Responding to questions, resistance and requests from
EXPANDING THE CHANGE NETWORK
the UC San Diego community on ESR plans and activities, Identifying Change Champions and Influencers
concerns and applying change management approach. Empowering change partners across campus and med ctr.

Since 2017, more than 65 SMEs engaged in the initial analysis and discovery process; Over 30 SMEs were engaged for RFP requirements and scenarios
representing stakeholder groups and VC areas. 70 SMEs have participated in pre and post award business process improvement efforts.
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For questions email esr-researchadmin@ucsd.edu