<p> Phase 2 – Managing change – Take action and implement plans</p><p>Prosci’s Business Process Improvement Plan Level 1 and Level 2 PROJECT activities</p><p>1. Start-up phase</p><p>1. Define project objectives and scope with project sponsor</p><p>2. Determine high-level timeline and key milestones</p><p>3. Prepare initial project budget</p><p>4. Select project team</p><p>5. Select outside consultants if required</p><p>6. Conduct team building and train project team</p><p>7. Identify senior stakeholders and members of project steering committee</p><p>8. Define communication protocols within project team</p><p>2. Planning phase</p><p>9. Prepare draft of project plan</p><p>10. Review project plan with primary sponsor</p><p>11. Finalize project plan</p><p>12. Schedule first steering committee meeting</p><p>13. Prepare executive-level presentation of project plan to steering committee</p><p>14. Review presentation with primary project sponsor</p><p>15. Present project plan to steering committee for approval</p><p>3. Research and data gathering phase</p><p>© 2010 Prosci. Used with permission under terms of license agreement. Version 10.1 1 Phase 2 – Managing change – Take action and implement plans</p><p>16. Define research and data gathering requirements</p><p>17. Assign research responsibilities to project team</p><p>18. Conduct current state “AS-IS” process analysis (high level only)</p><p>19. Conduct employee focus groups and manager interviews</p><p>20. Conduct customer focus groups and surveys</p><p>21. Benchmark competitors and similar non-competitors</p><p>22. Prepare research and data gathering reports</p><p>23. Prepare executive-level presentation for steering committee</p><p>24. Review presentation with primary project sponsor</p><p>25. Present research and data gathering report to steering committee</p><p>4. Solution design phase</p><p>26. Conduct a detailed review of all research findings with project team</p><p>27. Define the guiding principles and concepts for the future state</p><p>28. Develop the future state “TO-BE” business processes and workflows (Level 1 and Level 2)</p><p>29. Create a functional needs document for systems and technology</p><p>30. Create technology requirements document for IT or for use in RFP’s (request for proposals)</p><p>31. Define required organization changes</p><p>32. Define new job roles and responsibilities</p><p>33. Prepare a draft of the solution design document</p><p>34. Review the solution design with the primary project sponsor</p><p>35. Finalize solution design document</p><p>© 2010 Prosci. Used with permission under terms of license agreement. Version 10.1 2 Phase 2 – Managing change – Take action and implement plans</p><p>36. Prepare an executive-level presentation for the steering committee</p><p>37. Present the solution to the steering committee</p><p>5. Business case and gap analysis phase</p><p>38. Conduct a gap analysis between the “AS-IS” processes and “TO- BE” processes</p><p>39. Determine estimated cost savings and revenue growth from new solution</p><p>40. Acquire bids and develop estimates for systems and technology</p><p>41. Estimate all implementation costs for project deployment</p><p>42. Prepare a business case for the new design</p><p>43. Compare business case results with initial project objectives to ensure alignment</p><p>44. Review the financial calculations with accounting or finance group</p><p>45. Review the business case results and financial assumptions with the primary project sponsor</p><p>46. Send the business case document to all steering committee members for review</p><p>47. Prepare an executive-level presentation of the business case</p><p>48. Present the final business case to the steering committee for funding approval</p><p>6. Solution development phase</p><p>49. Complete all process designs and work flows (Level 1 - Level 3)</p><p>50. Develop or purchase required systems and technology</p><p>51. Conduct trials of each solution component</p><p>52. Collect feedback from trial users and integrate into the design</p><p>© 2010 Prosci. Used with permission under terms of license agreement. Version 10.1 3 Phase 2 – Managing change – Take action and implement plans</p><p>53. Create detailed job descriptions</p><p>54. Review job descriptions with HR and Legal department</p><p>55. Develop a transition plan for the new solution</p><p>56. Define training requirements</p><p>57. Develop training curriculum and courseware</p><p>58. Develop job aides for employees</p><p>59. Define facility requirements and changes</p><p>60. Develop facilities transition plan</p><p>61. Prepare executive-level presentation of transition plan</p><p>62. Present transition plan to steering committee for approval</p><p>7. Solution implementation phase</p><p>63. Develop an issue tracking and control process</p><p>64. Train employees on new processes, systems and tools</p><p>65. Begin phased implementation of solution</p><p>66. Collect employee and manager feedback</p><p>67. Modify the solution design and transition plans based on feedback</p><p>68. Track and resolve issues during implementation</p><p>69. Prepare implementation progress report for steering committee</p><p>70. Measure process and system performance</p><p>71. Measure business outcomes and compare with project objectives</p><p>72. Make adjustments to the implementation to achieve desire business results</p><p>© 2010 Prosci. Used with permission under terms of license agreement. Version 10.1 4 Phase 2 – Managing change – Take action and implement plans</p><p>73. Prepare executive-level presentation of process, system and business results</p><p>74. Present final business results to steering committee</p><p>75. Begin phased process of dissolving the project team</p><p>76. Turn over control of new process and systems to line managers</p><p>© 2010 Prosci. Used with permission under terms of license agreement. Version 10.1 5</p>