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How to Lead People Through Change – ADKAR® Series Part 4: Knowledge and Ability

 

Here is a quick recap of what ADKAR stands for:

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Knowledge

Knowledge is about each person understanding how to change. This would be the education and training on the new tool, their processes, and them understanding any new expectations – whether it be a new role or new responsibility. Depending on your change initiative this could be as simple as providing a new URL link or as complex as an entirely new office location, reporting structure, and office procedures. But, even with the range of complexity, this ADKAR milestone is where I think, as Project Managers, we are the most familiar and comfortable with as we typically cover aspects of this during our UAT (User Acceptance Testing) and Training sessions.

I have seen some really cool examples when it comes to how to deliver knowledge. Gamification techniques can be used to tap into the reward center of our brains and provide positive reinforcement as a fun and interactive way to help people gain the new knowledge.

I’ve written a blog about using game theory for time-tracking that goes into detail about each game mechanic if you want to learn more about gamification.

There are a lot of additional resources available to help deliver knowledge including creating interactive quizzes, live train-the-trainer sessions, on-demand training videos, and even using a pilot group to help create early adopters or help discover power-users and champions.

Keep in mind, we do not want to take any previous knowledge for granted or make assumptions on their current knowledge level. Sometimes offering a “foundation” class to make sure everyone is on the same baseline of understanding can help before delivering new information.

Ability

Ability is the fourth ADKAR milestone. This is the person’s skills as they relate to the future state. They may have the awareness, they are on board about the change, they have been trained – but do they have the ability? Meaning, do they have the intellectual capability, the physical ability, an SME (Subject Matter Experts) or mentor support, and the time to learn what is needed for the successful change?

One example that helps describe this ADKAR milestone is if there was a change for a company to shift from an hour lunch to a half hour lunch. This may seem like a simple change, but what if the person takes public transport or drops their kids off at school — getting off a half hour earlier or coming in a half hour later is not an option for them.

I think we have all had some personal experience with this when it comes to COVID and having to work remotely. I may be on board to work remote because I understand why (we have a pandemic) I have the desire (I don’t want to get COVID or infect others), I have the knowledge (I have been trained on how to login remote) but do I have good internet and a place to set up my workstation at home?

Also, sometimes it may take people different amounts of time to learn something new. We all know the type of person (I’m one of them) that needs a little bit of time to process and try it on their own to help settle their new understanding of the process. They have gone through training, so they have the knowledge of how to do it, but they may need a few weeks of using the new tool in order to develop their competency and ability to actually use it.

Projects that have a quick go-live and do not account for this may can put a person’s Ability milestone at risk so it’s something to keep an eye on while building out your project plans and working with managers.

How to Lead People Through Change – ADKAR® Series Part 3: Desire

Today, our focus is on the second milestone – Desire in the ADKAR acronymAs you just read in our last blog ADKAR stands for

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Desire

A person needs to have the desire to participate and support the change. This is a biggie. Without this you may have delays, productivity may decline, and people may even leave the organization. It is also a very personal thing, (as much as we wish we could!) we do not control other people’s choices.

Hiatt mentions there are Four Factors that contribute to an individual’s desire to change:

Is this change an opportunity or threat and what is their WIIFM (What’s In It For Me?)

The Success (or non-successes) of past changes, other changes that may be also occurring in the organization, and the organization’s culture of change.

Our career aspirations, financial security, age/healthy, personal relationships in and out of work

What we value, our internal voice or internal compass.

We talked about Awareness in our last post and desire tends to immediately follow that. We’ve all been there – your sponsor announces, “A Change is Coming!!” and as soon as we log-off the meeting invite, most of us are sending a ping to our manager, “Hey, just heard the news does this mean I have to (insert how I perceived the change will affect me here).”

Because of this common reflex Prosci recommends that the desire messaging is best communicated by the Direct Manager. They are closer to their staff and their everyday duties, so they can help them understand the specific WIIFM.

“As you have heard, we are getting a new PPM tool, this is really going to help you save time when you submit your project status reports because it has a one-click button that aggregates all the data. No more late Friday emails asking where your status reports are! We’ll all be able to log-off in time to attend the company Happy Hour.”

Of course, it is worth noting that the manager needs to have gone through their own ADKAR journey before they can properly help their staff consume the information. If they are just finding out about the change at the same time as their staff, then this is a recipe for disaster.

As change practitioners, we need to help the manager by first getting them through their own ADKAR journey and then preparing them, and giving room for them, to lead their staff through the change. They will need our support to identify and manage resistance and how to provide clear communications on the benefits of the change initiative.

How to Lead People Through Change – ADKAR® Series Part 5: Reinforcement

Here is a quick recap of what ADKAR stands for:

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Reinforcement

Reinforcement is the person continuing and sustaining the change. During this phase you continue to manage resistance, implement corrective actions, and celebrate success.

It is also important to collect and analyze feedback because creating a good feedback loop, where people have a voice on what is working well and can provide areas of improvement, will help them feel empowered to continue to support the change.

I’ve seen some great success with this when companies have communication channels where employees can recognize other team members that are doing well with the change. Managers have different options to honor them with some type of formal reward including becoming certified or even gaining a promotion. At one company I was at, they called this acknowledgement “Find the Good and Praise It” (FTFAPI) and at another it was known as giving someone a “High-Five.” Both were easy actions for a person to submit a praise and that praise to be shared company-wide.

Unfortunately, try as we might to get people through their ADKAR journeys, some changes may result in employee turnover. Monitoring this effectively can help shape how the organization approaches change and strengthen the culture (or weaken if it is not properly dealt with). This goes back to the Desire blog where we mentioned the organizational or environmental context factors can affect the desire ADKAR milestone based on the success (or non-successes) of past changes, other changes that may be also occurring in the organization, and the organization’s culture of change.

Yes, change is a cyclical journey, and everyone will go through each milestone with each change they encounter. It’s up to us as change practitioners (or project managers with our change management hat on) to help educate our Sponsors, Mid-Line managers, and Team Members on how to effectively manage through each milestone by educating them that this is a process, but we have the resources available to help them through it.

How to Lead People Through Change – ADKAR® Series Part 2: Awareness

Awareness

In order to get people’s buy-in on the change they must first understand the why. Awareness is all about helping people understanding the “Why” of the change.

It's all about the why

Simon Sinek has a book and TED Talk called “Start with the Why” – How Great Leaders Inspire Everyone to Take Action. He bolds the fact that when you communicate the why (the purpose, the  reason) rather than starting with the what (benefits/features) then we are focusing on the part of the brain that controls decision making. Nearing in on the “gut-feeling” part that we tend to draw on when we are making a decision, and our emotional reaction to it.

According to Prosci, this message is best communicated by a trusted, visible, and active Sponsor within the organization and this makes perfect sense. As Project Managers, we are often leading the team on some pretty cool initiatives, but it’s when the CEO takes center stage at a town-hall and speaks to the heart about Why they are going in that direction, that people take notice and listen.

I’ve seen some great examples of how to generate buzz around a new application that was being rolled out. It started with a very friendly message “have you heard the word” that started to gain everyone’s interest and excitement for what may be coming. One company I worked with, had a great idea for a Sponsor Roadshow where the team got a little cart and went around the office handing out ice-cream as the Project Sponsor walked around and started planting the seed about a new department the organization was developing and the benefits it could offer to the organization.

When we do not communicate the why, people will fill in the knowledge gaps themselves. The rumor-mill can be strong, so we want to own the message from the beginning by communicating the Why early on.

Volunteer Spotlight, January 2021

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Paul Bartal, PMP started volunteering in 2007. His personal motto is most appropriate, “the point of the journey is not to arrive by Neil Peart” He has led the Northwest Breakfast meeting for 13 years. But then came COVID-19 and Paul stepped up as the AVP of the Breakfast Program. Typically, the breakfast meeting was in person, but we could not gather so Paul led the way in taking this meeting virtual. It was tough, how do you network, advertise that you are a job seeker or job supplier and engage with the speaker while not talking over everyone? The best part of leading the breakfast meeting to Paul is to form friendships with the regular attendees. His joy is to hear that an attendee found a job as a result of their networking at one of the breakfast meetings.  

Paul’s words of wisdom to a new volunteer or peer, “just go for it. Just please take it seriously. It makes things tough for the team if you do not honor your commitments. He feels the same way about his work peers, “treat your coworkers exactly how you would like them to treat you. Respect their time and deliver whatever you commit to.”

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A little bit about Paul, did you know that he has played the drums for 40 years and is a member of a rock band, Radio X?  

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He tries to live life to the fullest, travel and appreciate others. His guilty pleasure is to off road in his jeep of the Arizona trails. I have known him for years after meeting at the Northwest Breakfast Meeting and did not know these tidbits. I just thought of him as a nice person, always positive and that he cares about others. You might see Paul Bartal in the community, he is an avid, Toastmaster, and feels this had led to his personal leadership and public speaking growth. He also supports the American Cancer Society and the Alzheimer’s Association. He gives back and is a stellar example, of a Volunteer of the Month.

President's Letter - February 2021

This month I am going to talk about something we all have an interest in, PDU's. My PMP renewal is coming up this year. I am not worried as I hit my 60 PDU's last year. But there was a time when that wasn't the case, and I found myself scrambling to get the required PDU's to renew.

To avoid that situation again, I put together a plan. The first thing I did was download the CCRS handbook and break down the 60 PDU's required.

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I work as a professional so check that off right away. I volunteer with the PMI Phoenix Chapter that fills out the remaining 17 PDU's of my Giving Back Category. Education I planned to primarily receive through the chapter by attending training, meetings, and webinars. The chapter holds at least one event a month, sometimes two. So that was easy. I just needed to attend one event per month, and in three years, I would have my 35 PDU's.

If you hold other PMI certifications, those have different requirements but are very similar and can be found in the CCRS handbook. If you obtain project management training or certifications outside of PMI, you can self report those as educational PDU's. An example of this would be a Certified Scrum Master Course qualifies as 6 Technical, 5 Leadership, and 5 Strategic for a total of 16 PDU's.

If you don't know how many PDU's you have, you can check your renewal status at https://my.pmi.org/. You may notice a new look to your dashboard. PMI recently rolled out an update. But behind the scenes, the reporting system is unchanged. You can still report PDU's as you have been. PMI has a guide book Continuing Certification requirements, and you can view it here.

There are many ways and resources available to chapter members to earn PDU's. The chapter offers events and webinars where you can earn PDU's. The webinar library on the website provides recordings of previous meetings and online events for viewing. At the end of the webinar, a PDU claim code will appear on the screen that you can use to claim the PDU's for that session.

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Screenshot of PDU Claim Code at the end of a recorded webinar

If you are looking for PDU's the chapter has them. We send out a newsletter every Sunday letting you know what is happening in the next few weeks with the chapter. If you are not getting it in your inbox, check to see if This email address is being protected from spambots. You need JavaScript enabled to view it. is going to your junk or spam folder. That is an excellent resource to stay informed with the chapter. You can also subscribe to one of our social media channels. We have a presence on LinkedIn, Facebook, Instagram, and Twitter.

If you are looking to earn some PDU's by giving back, we are always looking for Volunteers. You can complete a volunteer application on the website here https://pmiphx.org/volunteer-application.

I hope to see you at a chapter event!

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Shane Cretacci
President
PMI Phoenix Chapter