Applying Change Management to Ensure that 4000 Users Were Properly Trained

Situation

When a Global Fortune 500 professional services company needed to and that 4000 users were properly trained and ready to transition without adverse impact to operations, they engaged the skills of an experienced change management project manager who could quickly step in and lead the efforts to get the work done given limited resources and an application that was still in early development.

Solution

Facilitate a smooth change transition and to address the change between people and processes, which meant developing a robust project management plan that detailed how to achieve the change objectives and managing the overall plan, budget, and day-to-day activities to meet aggressive milestones.

Results

The engagement resulted in a successful on-time and on-budget delivery of two training programs; one for the new front-office application and one for a new talent recruitment tool. The overall organizational results achieved based on the intervention were:

  • Development of a comprehensive training program embraced by users
  • Execution of an on-time and on-budget project and product delivery
  • Overall increase in the effectiveness of a global workforce

Turning Around This “At-Risk” Project Saves Company Their Client and $100K

Woman showing the plan to the team

Situation

Being over budget and two years behind schedule were only the tip of the iceberg for this “at-risk” project. Faced with limited resources, frequently changing requirements and a departmental downsizing, this global human resources consultancy was in jeopardy of losing one of its most prominent customers, a major player in the telecommunications industry.

Solution

Get this troubled project and get it back on track – immediately, which ment applying strong project leader and applying strategy, creativity, and resourcefulness in order to assess the current state of the project effectively, break it down to a defendable core, and build it back up into a workable framework. Success during this process also meant rebuilding a strong relationship with a dissatisfied customer who had lost trust and confidence in the possibility of the project.

Results

The turning point on this project came when as Project Manger I convinced the client that it was in everyone’s best interest for the customer to travel from Dallas to Chicago and participate in an onsite product review where they could be close to the development team. The overall organizational results achieved based on the intervention were:

  • Streamlined project delivery process and saved over $100K in direct project costs
  • Significantly improved customer satisfaction and retention
  • Increased employee morale through frequent, direct and open communication

Project Management Training and Coaching Elevates the Performance of Engineers

Confident team of engineers working together in a architect stud

Situation

A mid-size medical device OEM manufacturer realized that operations were not delivering the required savings on time. This resulted in an increasing backlog in product development, decreasing profits, declining market penetration and derailed business opportunities.

Solution

Recognizing a need for change and swift performance improvements, the senior leadership team decided to engage my instructional design skills and project management expertise to design, develop, and  deliver a project management training and coaching program as a key solution to building capabilities and increasing organizational performance among their engineering team.

Results

The intervention program resulted in a successful transformation in the engineering staff’s performance. The engineers learned to define their project, plan and execute with control, while documenting project status and communicating expected results. Overall results for the company:

  • Increased speed-to-market
  • Improved decision-making
  • Product delivery back on schedule
  • Production backlog eliminated

Creating a Training Process Helps a Non-Profit Grow and Scale by 50%

Top view of people having business meeting

Situation

When a growing non-profit faced limited growth in its program of developing the IT and leadership skills of inner-city youths, the organization knew it needed to position itself for growth in order to scale its program. This meant hiring the next generation of business leadership and technology trainers. Unfortunately, the training was done based on the intrinisic knowlege of the founder, which created programming risk and limited its capacity to scale.

Solution

Create a comprehensive train-the-trainer guide that can serve as a road map for training future trainers. Document the “undocumented” components of the curriculum in a way that retains the fluid conversational style of instruction.

Results

Developed documentation and training plans, formulated training strategy, and documented five core facilitator guides for a business, leadership, and technology development program.  The development of the facilitator guides provided an avenue for the company to bring on additional training staff, which allowed them to scale its program, increase its program offering and generated growth of over 50%.

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