Seven Consulting's Delivery Playbook

Building a Change Management Function

Seven Consulting Season 1 Episode 4

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0:00 | 25:05

Change inevitably happens from projects in your organisation, but does it happen the same way twice? The signs of variability may be familiar: Change is managed well on one project and left to chance on the next. Different Change practitioners take their own approach with no shared standard to fall back on. And even when the effort is there, it's hard to know if the change actually landed because little was tracked to prove it.

 Where would you start?  In the latest episode of Delivery Playbook, we unpack The Levers to Pull and Mistakes to Avoid When Building an Enterprise Change Function. This material is drawn from our GM Change Management, Temre Green's session at our 2024 Delivery Summit.

 The episode walks through the different types of Change structures with real trade-offs depending on what your organisation wants to achieve. From there, we cover the four levers that shape how the function actually operates day to day. We then close out with seven common mistakes organisations make when building a Change function along with mitigation strategies for each.

SPEAKER_01

Welcome to Seven Consulting's Delivery Playbook, where we share the powerful concepts that make Seven Consulting Australia's best program delivery company. In this session, we are talking about building an in-house change management function.

SPEAKER_00

This material was developed by our general manager change management Temory Green. With experience in building, scaling and maturing change management practices, she has shared the value of an in-house change function, including sample goals and the levers that you can push and pull. As a bonus, we'll also discuss some of the common mistakes that you'll want to avoid when building a change function.

SPEAKER_01

Yeah. And this isn't just abstract theory, is it? We're drawing directly on some fantastic material and IP from our 2024 Delivery Summit. And the core idea here is around helping organizations move beyond those inconsistent sort of project-by-project change efforts.

SPEAKER_00

Which can be so variable, right? Sometimes it works, sometimes it doesn't. Consistency is important. Standardizing your approach, well, it immediately helps with knowledge management. People know where to find things, how things are done. It supports continuous improvement cycles.

SPEAKER_01

Exactly. We're talking about shifting your organization from that place of high variability to a place where you get consistent results and then ideally improve results over time.

SPEAKER_00

Improving results really matters, and the value you unlock there is huge. Temri shares examples of improved results such as comprehensive risk management and strategic alignment of company-wide changes.

SPEAKER_01

The strategic alignment piece is so critical too. It means leadership can make more informed decisions about which changes to back and which ones to prioritize.

SPEAKER_00

You stop, you know, having individual change managers dispersed across the company and instead bringing practitioners together into a central function.

SPEAKER_01

Yeah, it makes sense.

SPEAKER_00

So when we think about the goals for setting up an in-house change management function, it's important to be clear on what's driving the organization in that direction. For example, are there pain points that need to be solved?

SPEAKER_01

Right. So really understand what the burning platform is for building the function.

SPEAKER_00

And Tem Ree shares an example from one organization's goals from her experience. This organization wanted to develop their overall change capability, build consistency in how change was managed, improve how benefits were achieved, and balance the sheer volume of change against the organization's real capacity to absorb it. So the question for listeners really is what's the burning platform? What's the pain point driving your organization in this direction? Because that's your starting point.

SPEAKER_01

Definitely. Understanding that why is crucial. Because as we'll see, different drivers might lead you towards different kinds of structures.

SPEAKER_00

Okay, perfect segue. Let's unpack those different structures, or in other words, the different types of in-house change management functions.

SPEAKER_01

Yeah, there are a variety, but we'll focus on three examples.

SPEAKER_00

Okay.

SPEAKER_01

These three are reasonably common in Australian corporates, and they sort of exist on a spectrum from least formal and structured to most formal and structured.

SPEAKER_00

Alright, so where do we start on that spectrum?

SPEAKER_01

It's important then the structure aligns to the organization. Let's kick things off at the less formal end with change communities of practice. Think of these as informal networks of change management professionals.

SPEAKER_00

Okay.

SPEAKER_01

They're really focused on continuous learning, practitioners sharing lessons learned, and general collaborative growth. Often they are set up organically, maybe without an executive mandate.

SPEAKER_00

So it sounds really good for peer support, sharing what works, that kind of thing, but maybe limited in enforcing enterprise-wide standards.

SPEAKER_01

That's the key distinction. Yeah. They're less about enforcing standards. Their success typically depends on people voluntarily participating.

SPEAKER_00

So the momentum might vary a lot.

SPEAKER_01

Exactly. And their direct effect on the broader organization's formal processes can be limited.

SPEAKER_00

Okay, so moving up the scale and formality, what's next?

SPEAKER_01

Next up, you've got change centers of excellence. These are more semi-formal hubs of expertise.

SPEAKER_00

Hubs, okay.

SPEAKER_01

Yeah, hubs like for best practices in change management. Their job is really to elevate the change maturity across the whole organization. They'll develop a framework, the toolkit, the templates, and the change standards that in-house change practitioners would ideally follow.

SPEAKER_00

And is there any potential downside with this approach?

SPEAKER_01

Well, there's some risks in a really large organization that different business units set up their own center of excellence. With multiple in the organization, there can be fragmentation and different expectations. You know, there's room for not having consistency.

SPEAKER_00

Got it. Okay. Does that bring us to the most formal and structured option then?

SPEAKER_01

That would be the change management office. This is the most formal, the most structured approach to managing organizational change initiatives across an entire organization.

SPEAKER_00

Got it. So how does it work?

SPEAKER_01

A change management office is responsible for developing standardized methods and ensuring those standards are followed consistently across the entire organization. They usually manage the whole portfolio of change initiatives and often hold the budget or the pool of change resources deployed to the projects and programs.

SPEAKER_00

That sounds like it would deliver consistency, but what about improving results?

SPEAKER_01

That's definitely a part of this too. Well, because with this central function, there's oversight of all change initiatives. The head of the function can create a single view of change to enhance prioritization and decision making. With a view of all projects and corresponding benefits, this central function can manage risks effectively too.

SPEAKER_00

That sounds really helpful for the organization. And is there a downside of centralizing with a change management office?

SPEAKER_01

You almost inevitably introduce more administrative overhead. And depending on the organization, the standardization may stifle innovation.

SPEAKER_00

Right. So some things to be mindful of if going in this direction. That tension between getting everyone on the same page versus being agile enough for different needs. I'd see that as an interesting decision point.

SPEAKER_01

Absolutely. And once you've kind of settled on a structure, or at least a direction, you then have to define how it actually operates day to day. Okay, so that brings us to the levers that each organization can pull when building a change function.

SPEAKER_00

That's right. These are the things you adjust to fine-tune how the function works. Tamarie shared four of the levers, so we'll go through each of them. Lever one is the operating model and reporting lines.

SPEAKER_01

So how change management resources are deployed to service projects, what are the reporting lines, how performance is managed, that sort of thing?

SPEAKER_00

Exactly. Now you've got different options here too, like fully centralized, fully decentralized, but many organizations find themselves drawn to the hub and spoke model.

SPEAKER_01

Hub and spoke, trying to get the best of both worlds, I suppose? A central hub setting standards providing governance and then spokes, the change practitioners in this instance, are embedded or closely aligned with specific business units.

SPEAKER_00

That's the idea. In theory it works well. The big advantage or the pro is that the change managers and the spokes develop really deep knowledge of their specific stakeholder business. They're right there, integrated.

SPEAKER_01

Makes sense. But what's the con?

SPEAKER_00

It's often accountability. If the lines aren't super clear between what the central hub owns versus what the business unit spoke owns, well you can get slow decision making or potentially blame.

SPEAKER_01

Or finger pointing when things go wrong.

SPEAKER_00

Or finger pointing, yeah. Who really owns the risk? Is it the central office's standard that failed or the business unit's implementation? It can get messy.

SPEAKER_01

And reporting lines are a big part of that operating model too, right? Who a change manager reports to must have a big impact.

SPEAKER_00

Huge impact. For instance, if they report directly into the project manager.

SPEAKER_01

They're embedded in the day-to-day delivery. Very practical.

SPEAKER_00

Very practical for daily tasks, yes. But if they report directly into the change management function itself, the central hub, well, that builds consistency for the practitioner. It standardizes their technical skills, gives them a clearer career path within change management.

SPEAKER_01

Okay, but there could be a downside that the practitioner doesn't get direct feedback from the project team.

SPEAKER_00

Fair point.

SPEAKER_01

And the third option, reporting to the project sponsor.

SPEAKER_00

Reporting direct to the sponsor gives the change manager clout direct access to influence, especially around managing benefits realization, really boosts their strategic power.

SPEAKER_01

But maybe isolates them a bit from their change and project peers?

SPEAKER_00

Could do. So you have to weigh it up. A matrix reporting line is also possible and can provide a good mix of performance feedback. You just want to watch out for consistency and feedback across the change function.

SPEAKER_01

Makes sense. Okay, shall we move on?

SPEAKER_00

Yeah, let's move to lever two.

SPEAKER_01

The second lever to consider is the funding model. This feels foundational. Get the money wrong and nothing else works.

SPEAKER_00

Pretty much. And the key insightful question here, drawing from Tem Ree's work, is how are you going to fund the change managers and the function?

SPEAKER_01

Well, project spend would vary each financial year, right? So I'd think you'd need to know operating costs, but then how to get the right blend of resources to align to project investment.

SPEAKER_00

By blend, you mean like permanent staff versus contractors versus consultants?

SPEAKER_01

Exactly. You need a thoughtful mix. Permanent employees for that core knowledge and stability. Contractors and consultant perhaps for scaling up during peak demand. And then again, looking to consultants for really specialized skills or major transformation.

SPEAKER_00

And getting that blend right helps manage costs and also keeps a consistent core.

SPEAKER_01

That's important. Cost management and consistency in your core resource pool.

SPEAKER_00

Okay. But then how are the actual change activities on projects funded? I know funding by project is common, seems logical, and aligns costs to the initiative.

SPEAKER_01

That's right, and it's often easier to get sign-off for project-specific funding, but there is a con to that funding source. Which is lead time and scope for change management. Change managers often get brought in way too late, only after the funding is fully locked down, and unfortunately, that project funding may not cover true end-to-end change management.

SPEAKER_00

Like the project can be under-resourced or the budget doesn't allow for any effort post-go live.

SPEAKER_01

Pretty much. Just when you need to focus on adoption and benefits. The funding often dries up long before you know if the change actually stuck.

SPEAKER_00

So what's the alternative then?

SPEAKER_01

The work could be funded by the business unit, and that works well in terms of the change manager's daily effort in the business.

SPEAKER_00

I suppose the issue there is that the change manager could be spread across the business unit rather than focusing on the specific project initiative.

SPEAKER_01

That's true.

SPEAKER_00

Is there another funding option?

SPEAKER_01

Yeah, it's a blended model where the in-house change function is funded centrally, and then the change practitioners are funded by individual projects.

SPEAKER_00

Okay, that sounds robust. Any downsides there?

SPEAKER_01

Alignment is important between the function and projects because some activities can become rather cumbersome, you know, to manage all resourcing, chargebacks, forecasting. It needs good administration.

SPEAKER_00

Right, needs mature processes alongside it. Okay, let's talk about the third lever. Sounds like this is where more value gets created with change management's extended role.

SPEAKER_01

Yes. This is about the function's role before the project starts and after the delivery is done. So before projects even get approved through to post-implementation work.

SPEAKER_00

The change function should be involved.

SPEAKER_01

Absolutely. Involved in scoping the change effort needed for the project to go into the business case, providing input on the likely cost and complexity of the human side of the change, and crucially advising on the capacity of the impacted teams.

SPEAKER_00

So flagging if a business unit is already drowning in change before another project gets added to the pile.

SPEAKER_01

Exactly. The benefit is more accurate investment decisions up front, less waste down the line, and maybe most importantly, actively managing and hopefully reducing change fatigue for employees.

SPEAKER_00

And then the after-project part, are we talking about benefits realization?

SPEAKER_01

First, it's about achieving project outcomes, which should be linked to benefits realization. The function plays a vital role here in tracking and demonstrating the value achieved through user proficiency and adoption. If people don't use the new system or follow the new process in the intended way, the promised business benefits are unlikely to materialize in the agreed timeframe.

SPEAKER_00

Which neatly proves the value of the change management effort itself.

SPEAKER_01

Precisely. And this is where the source material from the delivery summit had that really interesting point about nil downside.

SPEAKER_00

Ah yes, tell me about that again. Surely there's always a cost.

SPEAKER_01

Oh, there's definitely a cost to running the function and doing this extended work. But the argument is that there's effectively no downside to making that investment when you compare it to the potential return.

SPEAKER_00

How so?

SPEAKER_01

Because the cost of non-adoption, the cost of a project not meeting its agreed outcomes, and then failing to deliver its benefits and return to the business is almost always exponentially greater than the cost of funding a change function to ensure that adoption happens.

SPEAKER_00

So the function acts like an insurance policy on the main project investment.

SPEAKER_01

That's a great way to put it. By protecting that huge capital investment through proper pre-scoping and post-implementation tracking of outcomes and benefits, the cost to the function ensures a return.

SPEAKER_00

It shifts the view from change being a cost center to being an investment protection mechanism. Wow, that's a powerful reframe.

SPEAKER_01

It really is. Okay. Finally, the fourth lever, which is the change management services framework and tools. This is about what end-to-end change management looks like and how mature the function is.

SPEAKER_00

So I think the goal is to create that consistency we talked about earlier and also improve outcomes, you know, improve the likelihood of change management positively impacting project outcomes.

SPEAKER_01

That's right. And you want to see those frameworks and tools actually reflect the type of projects across the organization.

SPEAKER_00

How so?

SPEAKER_01

They should reflect on the delivery method and reflect the typical size of investment and types of changes.

SPEAKER_00

So what else should be considered in this lever?

SPEAKER_01

An in-house change function can take this in a few different directions, but two points often come up. And they are if the project management framework and change management framework should align. And also if an external methodology should be applied.

SPEAKER_00

Let's take those one at a time. So what's the pro and con of aligning to the project management framework?

SPEAKER_01

Integration makes a lot of sense for strong delivery and role clarity. So alignment is a good thing. What you don't want to have happen is for the change activities to become a tick-the-box type of exercise.

SPEAKER_00

Got it, makes sense. So what's the thinking on integrating an external methodology?

SPEAKER_01

It can certainly add a level of maturity and best practice to a new function. So that does make sense and can work. An example of this could be applying ProSize ADCAR method, for example. However, the potential downside is around getting your change practitioners certified in the methodology. There is also a risk that as the function matures, one method could be limiting.

SPEAKER_00

What do you mean by that?

SPEAKER_01

Well, for a method that only looks at change delivery through one lens, for example, could limit what the function could do to evolve with the business and improve its outcomes.

SPEAKER_00

Fascinating. Okay, so we've covered the different structures and we've covered the four levers that we can work with. Now let's talk about what goes wrong.

SPEAKER_01

Yes, the common pitfalls.

SPEAKER_00

Yes, the lessons learned. Temri highlighted seven common mistakes, and honestly, avoiding these is often more critical than picking the perfect structure initially.

SPEAKER_01

Okay, let's get into them. Mistake number one.

SPEAKER_00

Building the change management function in isolation. This is a classic. Failing to treat the build of the function itself like a proper change project.

SPEAKER_01

So designing it in a back room, so to speak, without talking to the people who will actually use its services or interact with it, like the PMO or business leaders.

SPEAKER_00

Exactly. If you do that, it just lands as another layer of bureaucracy that people haven't bought into and will probably resist. So the mitigation is Collaborative design, foster that engagement right from the start. You have to incorporate what the project delivery teams need, what the business leaders need, and importantly, get those business leaders to see themselves as an extension of the function, championing it and not just being passive recipients.

SPEAKER_01

Makes sense. Mistake number two?

SPEAKER_00

Low clarity or disagreement on who the customer of the change management services actually is.

SPEAKER_01

If you don't know who you're serving, you can't design effective services. Is your primary customer, the project sponsor, the project manager, the end users who are impacted? It can vary, but it's important to define that.

SPEAKER_00

So you need to clarify that up front.

SPEAKER_01

Actively agree with your key stakeholders who the primary customer is for different types of engagements. Then design your service offering around their needs, and crucially, build in feedback loops so you can continuously refine what you offer based on their experience.

SPEAKER_00

Okay, mistake number three sounds like getting lost in the details.

SPEAKER_01

It is a disproportionate focus on the enterprise function itself, its capabilities, its operating model, its internal processes, compared with focusing on the actual end-to-end change management results.

SPEAKER_00

Ah, the dreaded navel gazing, admiring your own processes instead of looking at the impact in the real world.

SPEAKER_01

Exactly. The function becomes too inward-looking. The mitigation is simple in concept, harder in practice. Constantly use the lessons learned, the good, the bad, the ugly, from actual change projects out in the business to strengthen the central function. The design has to reflect reality, not just theory.

SPEAKER_00

Right. Keep it grounded. Mistake number four takes us back to lever three, the extended role.

SPEAKER_01

Yes. Failing to use the enterprise function to play that leadership role pre and post-projects.

SPEAKER_00

And a common example given was about project closure, right? Letting projects formally close right after go live before you know if adoption happened or if outcomes were achieved.

SPEAKER_01

That's a big one, especially around budgeting. The mitigation here is about embedding a whole of life view into project management. And one powerful way to do that is to introduce the idea of two closes for a project.

SPEAKER_00

Two closes.

SPEAKER_01

Yeah. The first close might be the traditional end of warranty. The system is stable, the technical delivery is done. But the second, arguably more important close is the end of benefits realization.

SPEAKER_00

Ah, when you can actually prove that people have adopted the change and the business value has been achieved.

SPEAKER_01

Exactly. It forces that accountability to continue after Go Live, keeping the focus on the ultimate outcome, not just the initial deployment.

SPEAKER_00

Very smart. Okay. Okay, mistake number five.

SPEAKER_01

Inconsistent talent management and resourcing, high turnover, big variations in skill levels among your change practitioners.

SPEAKER_00

I'd imagine that undermines the whole consistency argument for having the function in the first place.

SPEAKER_01

Totally. The mitigation involves several things setting clear, reasonable targets for the mix of experience levels you need, establishing proper career paths within change management so people can see a future, and building a strong shared culture with agreed competencies and shared learning practices. Turn your people into knowledge carriers, not just interchangeable resources. Failing to put in place the critical practices that actually enable quality and consistency. You can have the best framework in the world.

SPEAKER_00

But if nobody actually follows it or follows it well, it's useless.

SPEAKER_01

This is about governance and making the standard stick. Mitigation means setting really clear expectations from day one, ensuring every new person gets effective onboarding, implementing sensible checks and balances, like peer reviews or quality gates, and importantly, recognizing and rewarding the right behaviours and practices while also being willing to address poor performance.

SPEAKER_00

Walk the talk, essentially. Okay, that brings us to the final mistake, number seven.

SPEAKER_01

Right, and this one sets up a really interesting point. Mistake seven is failing to bridge business units on stakeholder expectations. This is particularly tricky in big transformations that cut across multiple parts of the organization, maybe with different sponsors, where everyone has a slightly different idea of what success looks like or what the priorities are.

SPEAKER_00

Okay, different stakeholders potentially pulling in different directions, but it's an important role for change to play when a project relies on multiple departments. Now, there's a few mitigations, but I'll focus on one. It involves standardizing how you manage influence early in the process.

SPEAKER_01

Okay.

SPEAKER_00

Temri highlighted using Seven Consultings, project success sliders.

SPEAKER_01

Project success sliders? Tell me more.

SPEAKER_00

It's a tool used early, typically at the business case phase. It enables the project sponsor and stakeholders to actively discuss and document their relative priorities. So we're talking about things like scope versus time versus budget versus quality versus adoption. They have to make trade-offs and agree on the level of influence each factor has.

SPEAKER_01

So it surfaces those hidden assumptions and potential conflicts right at the beginning before they derail the project later on.

SPEAKER_00

That's exactly the idea. It makes explicit those often political trade-offs about what success truly means for this specific initiative.

SPEAKER_01

Interesting. That sounds like a powerful tool for managing those tricky stakeholder dynamics.

SPEAKER_00

It certainly does.

SPEAKER_01

Well, this has been incredibly insightful. We've covered a sample of the different types of structures of a change function, the four critical levers you need to manage, the operating model, funding model, the extended role and services, tools and framework, and crucially, those seven common pitfalls to avoid along with mitigations.

SPEAKER_00

And the big takeaway, I think, is that deliberately building this capability isn't just a nice to have. It's about protecting your organization's significant investments in its projects and driving genuinely consistent and ultimately improved results from change. The effort up front really does pay off.

SPEAKER_01

And look, if these concepts resonate with you, if you're thinking about your own program delivery, PMO, or change management challenges, we really encourage you to get in touch with us here at Seven Consulting. You can find us easily via our website, sevenconsulting.com or on LinkedIn.

SPEAKER_00

Please do reach out. We are committed to sharing our unique, innovative ideas like these, techniques that go beyond the standard project or change management textbooks. We're releasing a new podcast like this every two weeks. So please make sure you subscribe so you don't miss out.

SPEAKER_01

We are indeed. Now this conversation has laid some excellent groundwork, and that project success sliders tool sounds fascinating. So next time on the delivery playbook, we're going to dive much deeper into that specific tool.

SPEAKER_00

Yeah, we'll explore how the project success sliders can really help revolutionize the way your organization clarifies and manages those critical sponsor and stakeholder expectations right from the start in the business case phase. It's a really practical session.

SPEAKER_01

Definitely one not to miss. We look forward to having you join us again soon.