1. Click to edit Master title style S16 – Managing Change to Achieve Results A Journey of Discovery for e-Records and Information Governance © 2014 LaMarsh Global MER 2015 – May 19, 2015 Rick Rothermel, CEO and Director of Consulting Services

2. S16 – Managing Change to Achieve Results A Journey of Discovery for e-Records and Information Governance MER 2015 – May 19, 2015 Karen Strong, Managing Director, Change Management Practice Lead

3. Information Management for Everyone Change Management focuses on the adoption and use of processes, tools & behaviors from projects or programs that change the way people work… …it helps people choose to change the way they work.

4. Information Management for Everyone Reason for Introducing Change …Specific Organizational Outcome

5. Click to edit Master title style = without change management K. Judge 21 = with change management 3 2 2 T HE I MPACT OF M ANAGED C HANGE ™ 1)Reduces the degree of pain and drop in productivity 2)Accelerates the change; Achieves benefits sooner 3)Achieves higher level of results 4)Insures sustainability 4 5 © 2014 LaMarsh Global

6. Information Management for Everyone Data: Correlation to Project Outcomes How much of your program or project investment are you willing to put at risk?

7. Information Management for Everyone

8. Complexity due to Size and Scope Purpose Particulars People e-Records & Information Governance Programs

9. Information Management for Everyone

10. Complexity due to Size and Scope Purpose Particulars People e-Records & Information Governance Programs

11. Information Management for Everyone

12. e-Records & Information Governance Programs Impact on: Culture Structure Processes Systems/Tools People

13. Click to edit Master title style C ULTURE – AN E LEMENT OF C HANGE How we behave What we believe Rules we follow: –In rule book –Unwritten rules 13 © 2014 LaMarsh Global K. Judge

14. Information Management for Everyone e-Records & Information Governance Programs Impact on: Culture Structure Processes Systems/Tools People

15. Information Management for Everyone Considerations for Transition to Desired State Change Leadership Resistance

16. Information Management for Everyone

17. Click to edit Master title style R ESISTANCE K. Judge © 2014 LaMarsh Global 17

18. Click to edit Master title style Where Does Resistance Come From? When people find it difficult to change it is usually for some combination of the following reasons: 1.They don’t want to change from the way they do things now 2.They don’t what to change to what the Project Team is recommending 3.They don’t want to go through the effort of getting to the new way 4.They don’t trust the leadership’s ability to get them to the new way 5.They don’t trust the Project Team’s ability to get them to the new way 6.They have been there and done that before and don’t believe it will be any more successful this time than the last time……or, if it is successful, the way it will be done is too painful

19. Click to edit Master title style M ANAGED C HANGE ™ M ODEL External Change Drivers Internal Change Drivers Prepare to Change Resistance Sponsor Target Change Agent Culture History Identify the Change Delta Current Desired Plan the Change Reward Communication Learning Implement the Change Sustain the Change © 2014 LaMarsh Global

20. Information Management for Everyone When we communicate our purpose or cause first, we communicate in a way that drives decision ‐ making and behavior. Develop a Compelling Vision for Your Change

21. Information Management for Everyone Continue the Conversation over Lunch The Golden Circle

22. Information Management for Everyone Beliefs and behaviors easily understood to become actionable Executive Leadership Legal/Compliance Records Management IT All Employees Inspire Everyone to Take Action

23. Information Management for Everyone

24. Contact Rick Rothermel (rrothermel@lamarsh.com) CEO and Director of Consulting Services LaMarsh Global Mobile: (248) 459-8273 www.lamarsh.com Karen Strong (karen.strong@gimmal.com) Managing Director, Change Management Practice Lead Gimmal Mobile: (513) 490-0100 www.gimmal.com