Organizational Change Management & Introduction to Chart of Accounts and Procurement Session # 2 ADKAR

Agenda OCM Review “Real World” Discussion on Bear Trax Changes ADKAR Model Complete Team Analysis Leadership Actions Shawnee State University

Implementing Bear Trax Changes - Today Internal Trainers Department Coordinators Empowering to be leaders of change Extension of OCM team within impacted area/department Top down communication Website Communication Change Ambassador Network Training Leadership Coaching Will use feedback loops as a talking point* Shawnee State University

Organizational Change Management & End User Training OCM The process, tools and techniques to manage the people side of change to achieve the required business results. Training and Development All learning activities required for leaders and employees to get adopt the business changes

Change Cycle Everyone goes through a natural “change cycle” when a change is introduced: Shawnee State University

Discussion Fearful of losing jobs. Activity: How do you answer these real concerns? Fearful of losing jobs. Encouraged but nervous about change. If you make me use electronic time, I will retire. (Your best employee / Your worst employee)

The Five Building Blocks of Successful Change Prosci® ADKAR® Model Awareness Awareness of the need for change Desire Desire to participate and support the change Knowledge Knowledge on how to change Ability Ability - required skills and behaviors Reinforcement® Reinforcement to sustain the change

Complete Team Analysis – Move them to “3” Employee Awareness Desire Knowledge Ability Reinforce 1.   2. 3. 4. 5. 6. 7. 8. Training June 12-28 Ask, Listen, and Observe “Go – Live” 0-Unaware 5-Expert 0-Rebel 5-Advocate Shawnee State University

“Desire” - Leadership Actions Ask, Listen & Understand Objections Focus on “What”, not “How” Remove Barriers Provide Clear Choices and Consequences Create Hope Show the Benefits in Real and Tangible Ways Make a Personal Appeal Convert the Strongest Dissenters Allow a “Sacrifice” Use Rewards Shawnee State University

Summary Some people change when they see the light; others when they feel the heat! -Unknown Shawnee State University

Chart of Accounts and Procurement Introduction by Jonica Burke and Michelle Finch Shawnee State University

Jonica Burke – Chart of Accounts CARS (Jenzabar CX) Fund – Function – Object – Project example: 10 – 1010 – 6210 – 1000 (General Operating Fund – English & Humanities Department – Travel – Academic Affairs Division) Bear Trax (Oracle Cloud) Entity – Fund – Function – Unit – Object – Project – Future example: 10 - 1010 – 10 - 10002 – 62101 – 00000 - 00000 (SSU - General Operating Fund – Instruction – English & Humanities Department - Travel – No Project – Future) Shawnee State University

Introduction # 2 – Chart of Accounts and Procurement Michelle Finch Bear Trax Procurement Project Lead & SME 11 years at SSU in Controller’s office Supervisor – Procurement Shawnee State University