SAP Organization Change Management (OCM)

Building a Stakeholder Realization Plan

EXAMPLE SAP SUCCESS PRACTICE

APPENDIX
EXAMPLE SUCCESS PRACTICE SAP Organization Change Planning

Road Map Recommendation: for Business Transition, Communications & Training

July Sept Nov
8 WK S

Jan 07
18 WK S

Mar
28 WK S

May

July

Oct

Dec 07

CHANGE COMMUNICATIONS

Identify Comms FAQs Develop Tact Comms Plan 8 Wk FAQ CommPlan List Aud. Anal.

Draft Wave 1 Comms Craft Key Messages

Deliver On-Going Communication

PROGRAM Update GO LIVE Update Post GOLIVE Update

PROGRAM Announcement Sr Exec Comms Mgmt Comms KT Comms

Update Messages
Mgr Action Kit Go-Live Comms
SITE Comms SITE Comms

Update Key Stakeholder Analysis Finalize Dec Mkg / Governace Process SME List

Update Management Messages

Leaders Prep Teams For Transition Develop Leadership Action Kit Craft Employee Messages Develop & Publish Site Specific FAQs Evaluate SITE Transition Success

BUSINESS TRANSITION MGT.

STK Anal. OCM Conduct Bus. Readiness PLAN Assessment Conduct Work Impact Anlaysis OCM MileStones

Develop Leadership Action Plan

Indivudal Leadership Plannig Sessions Pilot SAP Service Procedures Finalize SAP SLAs Prepare Instructors / Power Users Prepare Training Materials

Execute SAP Transition Plan (SEE DETAILED 120 Day Plan)

Training Starts

Go Live
Evaluate SAP Support Competency Create Next SITE Training Plan Plan SITE Post GO LIVE Capability Plan

TRAINING & CAPABILITY MGT.

FIRST 28 WEEKS

Defining SAP Training Requirements Develop SAP Training Strategy and Knowledge Transfer Plan Training Strategy

SITE TRAINING

Bus. / IT Knowledge Transfer Plans

PROGRAM MILESTONE

DELIVERABLE

EXAMPLE SAP SUCCESS PRACTICE

APPENDIX
EXAMPLE SUCCESS PRACTICE Detailed 120 Day Site Readiness Plan

Business Transition Planning

Site Readiness Plan (4 Months Prior to Go Live)
Local Business Leaders

WFT EVENT I
2

12 Executive WFT Update

Site WFT Leadership Planning

Executive WFT Orientation Session

7

WFT EVENT II
Key Reps and Area SMEs
11 4 BIZ Practice Audit ----------------------Employee Relations Review Role Validation Workshop ----------------Confirm Mapping of Jobs to Roles ----------------Site Skill Gap Analysis ----------------Organization Impact Create Site WFT Strategy --------------------Integration of Work Roles, BIZ Practices, and WF Transition

Site Readiness Assessment/ Update

Briefing Session With Site Business Leaders

FINAL Site WFT Plan

13

6 8

WFT EVENT III

Manager Transition Workshop

14

10

Local Managers

Update, Create Job Docs. Localize ERP Role Profiles & High Level Org Impact Final Site Role Profiles 5

----------------BIZ Action Planning Work Sessions 9 Recommend Staffing Strategy

-----------------Site BIZ Confirms Individuals Mapping to Jobs

Manager Briefings With EEs

15

Pr ep for Key WFT Events Key WFT Events

WF : Stands for Workforce Transition

EXAMPLE SAP SUCCESS PRACTICE

APPENDIX
EXAMPLE SUCCESS PRACTICE ALTERNATIVE SAP Organization Change Roadmaps

SAP HCM Proj Organization Change Milestones

OPERATION TRANSITION PLANNING 1. Operations Readiness
Transition Roadmap (Prelim. / Final) Risk Interviews (Project Team & Field) Risk / Readiness Assessment Field Transition Plan (Go Live / OnGoing) Field Cutover Kickoff [Go Live ] Create General Messages & Universal FAQs Update Communication Strategy Create Site / Audience Specific FAQs Update Communications Calendar Create Stakeholder Mgt. Plan (Prelim. / Final) Ops. Leadership Strategy (Go Live / OnGoing) Ops. Leadership Action Plans (Go Live / OnGoing) Ops. Stakeholder Awareness Kit (OnGoing) Work Impact Info Compiled Work Impact Summary (SSC vs. Field Roles) PP Process Summary (High level views) SSC SLAs / Go Live Perf. Targets Operating Docs / WorkGuides (Go Live / OnGoing)

2006
NOV / DEC JAN FEB MAR MAY JUL/AUG SEP/OCT NOV/DEC JAN

2007
FEB MAR

CRITICAL ACTIVITY

2. Leadership & Change Communication

3. Process Analysis / Procedure Support

2. Site Readiness (Linked to Cutover Plans)

Data Conversion Activity & Site Support Local Infrastructure / Workstations Prepared Site Cutover Support Strategy Execute Cutover HelpDesk Staffing Plan
Updated SSC Training Plan Detailed Training Reqs. & Curriculum Plan Casual Users Training Doc. (Prelim. / Final) Field User Training Plan Training Schedule Confirmed Training Sessions ( SSC / Go Live HELP DESK) Work Aids / Orientation Kit (Field Users)
#

5. Training (Linked to Training Team Plans)

Leading Practice OCM Worksteps & Timeline

Go Live Process Design Baseline/ Release Configuration Integration Testing UAT Cutover

Executive Alignment/Leadership Network

Communication Strategy and Approach

Local Introductory Communications Organization Strategy and Design Criteria

Broadcast Communications (Stars denote Change Readiness Assessments and Measurement)

Local Detailed Communications

Identify Local Roles and Responsibilities

Local Roles Validation Organization Design Implementation Plng. and Transition Mgnt.

Identify Roles and responsibilities

Organization Design Changes

Validate Roles with HR/OD

Organization Design Model

Develop Trng. System Refresh Training System

Training/Learning Strategy & Approach

Audience Analysis / Curriculum Definition

Training Schedule Courseware Development

Translation EndUser Trng. EndUser Trng. Post Go Live Trng./ Stabilize

Trainer Preparation Courseware Distribution

#