STANDARD SLIDES FOR OCM PRESENTATIONS

Purpose This PowerPoint presentation provides slides that can be used when presenting
content to various target audiences that will require a different message. The
presentation slides include content for:
 Introduction to OCM
 Project Kick Off – presentation will include some OCM information
 OCM Approach
Input  Project Charter/Business Case and/or other
 Change Impact & Stakeholder Assessment
 Resource Management Checklist - Tool 4
 Detailed Stakeholder Analysis - Tool 5
Instructions  IMPORTANT: Copy and paste required slides and or document to a new
presentation - DO NOT SAVE OVER THIS DOCUMENT.
 Each slide has a suggested slide presentation for:
 Introduction to OCM
 Project Kick Off
 OCM Approach
 Based on the type of presentation required select the slides and then
select Save As to create a new PowerPoint presentation for your Project.
 Adapt the slides as required to the specific needs of your project 1
KEY ELEMENTS FOR EACH PRESENTATION
OCM Introduction Slides
Title Page/Purpose/Outcomes
Objectives
Agenda
Why OCM/What is OCM
OCM Activities
Reactions to Change
Close & Next Steps
OCM Kick Off Slides OCM Approach Slides
Title Page/Purpose/Outcomes Title Page/Purpose/Outcomes
Objectives Objectives
Agenda Agenda
Why OCM/What is OCM Why OCM/What is OCM
Reactions to Change Project Details (high level)
Project Details/Team Structure/Roles & OCM Measures
Responsibilities/Ge
Stakeholder Assessment Results High Stakeholder Assessment Results High
Level Level: Level of Impact/Change
Capacity/Change Mindset/Risk of
Adoption & Mitigation/Stakeholder
Prioritization
Engagement & Reinforcement Activities Engagement (includes Communication
(high level) & Training) & Reinforcement Activities
Employee & Leader Expectations Employee & Leader Expectations
Supporting & Non Supporting Drivers Supporting & Non Supporting Drivers
Close & Next Steps Close & Next Steps
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 Use this slide for the
following presentations:
• Intro to OCM
• Project Kick Off Meeting
• OCM Approach

Organization Change Management (OCM)

(Insert Title Name & Audience)

OCM SELF-SERVE TOOLKIT WORKSHOP

“Organizations don’t change – people within organizations change.” Prosci® 3

PURPOSE & OUTCOMES Use this slide for the
following presentations:
• Intro to OCM
• Project Kick Off Meeting
• OCM Approach

Purpose: describe purpose of presentation

Outcomes: list actions and decisions required at the end of

this presentation

4
OBJECTIVES
Use this slide for the
following presentations:
• Intro to OCM

Provide high level overview of OCM (what, why, when, where

and how)

Provide high level overview of expectations for Executive

Sponsor, Business Lead and/or Project Manager

5
OBJECTIVES
Use this slide for the
following presentations:
• Project Kick Off Meeting

Provide explanation of OCM (what and why) and the role we

provide for the change

Provide awareness of OCM activities

Provide high level overview of expected mindset and behaviour

changes for impacted stakeholders and project team

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OBJECTIVES
Use this slide for the
following presentations:
• OCM Approach

In depth understanding of the impact of the change to each

stakeholder group

Determine the enabling and restraining forces for implementation and

sustainability

Understand the resource requirements and availability

Explore OCM tactics to increase engagement and reduce resistance

7
AGENDA Use this slide for the
following presentations:
• Intro to OCM
• Project Kick Off Meeting
• OCM Approach

8
WHY DO WE NEED OCM? Use this slide for the
following presentations:
• Intro to OCM
• Project Kick Off Meeting

50% Of projects fail due to people behavioural issues

Leadership (Sponsor) Support

• Commitment fades (not active & visible) 23%
• Unable to make tough decisions
• Uninspiring vision
• No ownership by managers
• Lack of rigorous and disciplined program

Employee Resistance
• New behaviours not adopted 27%
• One-way communications
• Absence of learning
• Obstacles never confronted
9

Source: McKinsey & Company

WHAT IS OCM? Use this slide for the
following presentations:
• Intro to OCM
• Project Kick Off Meeting
It is a deliberate set of activities that facilitate and support the • OCM Approach

success of individual and organizational change and the realization

of its intended business results.
Association of Change Management Professionals ACMP, 2015

OCM supports the people side of change to increase employee

speed of adoption, utilization and proficiency to achieve business
objectives

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 Us
OCM ACTIVITIES fol
•
•

Research has shown that OCM is most effective when a holistic set of
activities are used to support the people side of change Prosci®

Reduce Resistance
Sponsor Roadmap

Stakeholder Engagement

Communication

Training

Reinforcement Increase Engagement

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 Use t
REACTIONS TO CHANGE follow
• In
• P

Shock
Commitment

Denial
Exploration

Chaos

Source: Kubler Ross – Curve of Change

PROJECT DETAILS Use this slide for the
following presentations:
Change Rationale • Project Kick Off Meeting
• OCM Approach

Goals & Measures

Deliverables & Milestones
Timeline

13
Team Structure
Use this slide for the
following presentations:
• Steering Committee
Project Kick Off Meeting
Executive Sponsor

Business Lead
Project Manager

Team Team

Support Support Support Support

 Use this sli
KEY ROLES & RESPONSIBILITIES following p
• Project

Review details of each role – use information below to communicate details of roles

OCM Partner
• Expert resource to the Business responsible for developing a Change Plan that
will accelerate the willingness and ability of employees to adopt and sustain
changes associated with projects of medium-to-high complexity
• Integrated as appropriate into the Core Project Team
• Supports the preparation, management and reinforcement of change
• Works directly with the Executive Sponsor, Business Lead and Project Manager
to ensure change activities identified to prepare employees are aligned with the
needs of the Business Project
Manager

Executive Sponsor
• Establishes the importance of supporting people through the change experience
by providing active and visible leadership at the Executive level
• Has overall accountability for delivering the project on time and on budget
• Is the final escalation point for issues resolution and decision – has “the final say”
• Works with the OCM Partner to approve and support the OCM Plan
• Eliminates barriers when necessary
ROLES & RESPONSIBILITIES
Use this slide for the
following presentations:
Business Lead • Project Kick Off Meeting
• Establishes the importance of leading people through the change experience by
providing active and visible leadership with Peers and Stakeholders
• Represents the Executive Sponsor and has decision making authority
• Communicates with the Leader Coalition (e.g., LOB, BPS) for alignment/support
• Works with OCM Partner to assess change impacts, identify stakeholders,
execute and evaluate progress against the Change Plan
• Escalates issues and risks to the Executive Sponsor
• Eliminates barriers when necessary
• Senior Sponsor (Internal & External)
Project
Manager
Project Manager
• Updates Business Lead on alignment discussions with OCM Partner regarding
project deliverables and milestone dates
• Ensures relevant OCM information is communicated to Steering Committee level
• Works with OCM Partner to integrate key OCM deliverables into PM Project Plan
• Ensures OCM Partner is kept current on decisions related to project deliverables,
timelines and scope
• Participates in OCM planning sessions as required and includes OCM Partner in
key project activities
• Stakeholder Network
ROLES & RESPONSIBILITIES
Use this slide for the
following presentations:
Core Team • Project Kick Off Meeting
• Assists OCM Partner in understanding change impacts
• Provides support in identifying the most effective way to help people in impacted
Stakeholder groups prepare for and adopt the change

Consider any additional roles required and/or identified

Project
Manager
PROJECT TEAM GENERAL INFORMATION

General Information: Use this slide for the

following presentations:
• Project Kick Off Meeting
Workstation/location
Access to shared directories
Meetings/Vacation schedule (if required)

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OCM MEASURES Use this slide for the
following presentations:
• OCM Approach

OCM Partner to complete:

Derived from data gathered from the Core Team, Primary

Sponsor and the Change Network.

Short Term, Medium and Long Term Measures (Quantitative and

Qualitative)

Measuring Adoption, Utilization and Proficiency

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Stakeholder Assessment Results Use this slide for th
following presentat
• Project Kick Off
• OCM Approach

Global Scope
• Describe scope of project, list stakeholders engaged

Risk of Adoption
• Describe high level overview of key methods you
will use to engage stakeholders

Global
Level Stakeholder Impact: High
Training • Describe which stakeholders have the highest
Change Mindset (Support, Neutral, Not Supported) Standards impact of change
• Share percentage results of how people responded to the
change – what are the supportive attitudes and what are the
non-supportive attitudes

Change Capacity
• Describe factors that impact stakeholders to engage in
the change: multiple projects at the same time, resources
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availability
STAKEHOLDER LEVEL OF IMPACT
Use this slide for the
following presentations:
List Takeaway • OCM Approach

Takeaway

Legend

Low Impact

Medium Impact
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High Impact
TYPE OF CHANGE BY STAKEHOLDER
Use this slide for the
following presentations:
List Takeaway • Project Kick Off Meeting
• OCM Approach

Impacted Group No. of Current State Future State Level of

/Impact Roles People Impact

Payroll 100

Health Group 20

Quebec Employees 15

Executives 63

Admin Groups 2
Technical Support
Group 78

Leaders 45

LOA Employees 69

Payroll 12

Health Group 500 22

CHANGE CAPACITY
Use this slide for the
following Project
presentations:
Milestone
List Takeaway • OCM Approach
Resource Available

Transfer
Knowledge Transfer
Ownership

Stakeholder Group Project Name Apr May Jun Jul Aug Sep Oct Nov

Payroll Project A

Health Group Project B

Quebec Employees Project C

Executives Project D

Admin Groups Project E

Technical Support
Group Project F

Leaders Project G

LOA Employees Project H 23

RESOURCE REQUIREMENTS
Use this slide for the
following presentations:
List Takeaway • OCM Approach

Stakeholder No. of Type of Location of Date Resource

Group Resource(s) Resource(s) Existing Availability
Available (Job Title) Resource(s) (QTR)
and Time
Zone
Payroll

Health Group

Quebec Employees

Executives

Admin Groups
Technical Support
Group

Leaders

Payroll
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CHANGE MINDSET
Use this slide for the
following presentations:
Takeaway • OCM Approach

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RISK OF ADOPTION & MITIGATION
Use this slide for the
following presentations:
Takeaway • OCM Approach

List Stakeholders that may have a higher risk of Adoption – P4 and P3

Risk Assessment Table derived from:
Total Impact,
• Change Impact
• Change Competency
• Change Capacity
• Change Mindset

P1 – Low Risk to P4 – High Risk

Identify how you will mitigate the risks

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STAKEHOLDER PRIORITIZATION MAP
Use this slide for the
following presentations:
Takeaway • OCM Approach

HL - % 50 HH - % 25
• High Influence, High Impact people:
these are the people you must fully
Keep Satisfied Manage Closely
High Touch High Touch engage and make the greatest efforts to
Manage closely

• High Influence, Low Impact: put enough

#REF! Eeyore
#REF! work in with these people to keep them
Eeyore satisfied

• Low Influence, High Impact, this group

Level of Influence

you consult with

LL - % 16.7 LH - % 8.3 • Low Influence/Low Impact the people

Inform Consult adequately informed, and communicate
Self Serve Medium Touch as and when mile tones are met.

• Areas of Conflict:
• Competing interest among Groups
#REF! #REF! • Commitment to the project

• Areas of Opportunity/Alliances
• Past experience
• Resources
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Low Level of Impact
ENGAGEMENT ACTIVITIES
Use this slide for the
following presentations:
• OCM Approach

List details about the Executive Sponsor Action Plan and

Stakeholder Engagement Plan e.g., meetings, Town Halls, Focus
Groups, Lunch & Learns

List details about the Communication Plan for impacted

stakeholders e.g., email, newsletters, posters

List Training Requirement Plan e.g., e-learning, classroom

training, guides

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REINFORCEMENT ACTIVITIES
Use this slide for the
following presentations:
• OCM Approach

List details and/or activities that will support employees to

adoption and reinforce the change

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EMPLOYEE EXPECTATIONS
Use this slide for the
following presentations:
• Project Kick Off Meeting

Understand the change and how it may impact you

Be open to learn new ways of performing tasks

Complete the required training

If you have a question – ask your leader or,

Additional information will be made available soon!

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LEADERSHIP EXPECTATIONS Use this slide for the
following presentations:
• Project Kick Off Meeting
• OCM Approach
Understand the change and how it will impact employees

Communicate/cascade messages to employees in your area

Assist in removing obstacles/challenges

Support the expectation for employee training

Demonstrate user adoption through example – use the system!

Provide negative/positive feedback to project sponsor/team

Your leadership commitment will

demonstrate the need for change
for the employee!
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 Use this slide
SUPPORTING & NON SUPPORTING DRIVERS following pre
• OCM App
REINFORCEMENT TO ADOPT & SUSTAIN RISK TO ADOPT & SUSTAIN THE
THE CHANGE CHANGE

Largest Stakeholder Group not

Executive and Sponsor Support supportive

Limited Change Capacity

Financial budget available from
between Apr – Jul. Projects in
Sept
flight

Risks can be internally Limited resources to

controlled provide local support

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CLOSE & NEXT STEPS Use this slide for the
following presentations:
• Intro to OCM
• Project Kick Off Meeting
• OCM Approach

Outcomes:
Review required actions and decisions required prior to
closing presentation

Next Steps:
Complete OCM Plan

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