Create Organizational Change Management (OCM) Plan

Use

Following the change strategy and charter, this task initiates the process of managing the human risks of the project. The Organizational Change Management (OCM) Plan is the tool, which helps to record and prioritize activities aimed at mitigating human and organizational change risks.

The OCM Plan lists:

At this stage in the project the OCM Plan is created. However, the OCM Plan is a dynamic document. It has to be updated regularly throughout the life of the project. Monitoring the OCM activities on the OCM plan usually happens as part of regular project progress meetings. Findings from risk assessments and other feedback mechanisms are used to update the OCM Plan.

Prerequisites

The inputs for this task are the Change Strategy and Change Charter.

Procedure

  1. Revise findings from high level stakeholder analysis carried out for the Change Strategy and Charter.
  2. Revise OCM risks and activities accelerators and identify relevant risks.
  3. Create a list of project-specific OCM risks and their impact/likelihood.
  4. Decide on appropriate activities, persons responsible, and measures of success.
  5. Align timing of OCM activities with other activities in the project and in the business.
  6. Define and implement a process for assessing new risks, agreeing on OCM activities, assigning responsibility and monitoring progress on OCM activities and risk mitigation.
  7. Assign activities.
  8. Define and communicate the process for managing the OCM plan, which includes sharing information between Core and Extended Change Team members.

Result

A company-wide OCM Plan has been created and the OCM process has been initiated.