OCM Assessment

WHAT IS AN OCM ASSESSMENT?

An Organizational Change Management (OCM) assessment is a baseline to start a change enablement initiative. It strives to uncover the value users believe they are getting from the transformation – how they feel about your efforts.

An assessment reveals the “as-is” situation, the user’s feelings and the gaps in the current setup. But more than everything, an assessment is a source of opportunity to plan your change management initiative.

An OCM assessment is a baseline of the transformation’s “As-Issituation.

WHY DO YOU NEED AN ASSESSMENT?

While most organizations start with technology in mind when rolling out PLM — they can create even greater value by focusing on people and enabling the change that PLM brings into an organization.

Uncovering the emotional connections of users to your PLM transformations is a messy endeavour, but this type of investigation gets at the why of user behaviour.  Understanding how the user feels and measuring the “temperature” is the first step to guide your change enablement initiative.

Start the conversation with your people and make them part of the change.

WHEN DO YOU NEED AN ASSESSMENT?

OCM ASSESSMENT

WS 1 - 3 h

Audience & Context

Gather information about the targeted audience, their culture and learning preferences. Understand current context and case for PLM initiative.

WS 2 - 3h

Communications, Tools & Learning Assets

Assess the existing communication initiatives, learning tools and training materials.

WS 3 – 1 h

Discovery Interviews

Understand and analyze the “as-is” situation and measure the temperature through a series of interviews with key users and management.

WS 4 - 1h

Analysis & Findings

Analyze interview responses, and identify trends, challenges and opportunities.

Training & OCM Assessment

WS 5 - 1h

Recommendations

Prepare a recommendations report based on the current situation.

Estimated effort : 16 days

PLM CONSULTING TOOLKIT

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