COMPETENCE 11: TRANSITION MANAGEMENT
The ability to manage the integration of the outputs of a change initiative into business-as-usual (BAU), ensuring that outputs enable delivery of the intended value.
Introduction
Transition management is multi-faceted, its purpose being to facilitate changed capability, bedding in new processes, practices, and tools and techniques. It includes organisational change management and directing benefits realisation management.
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KNOWLEDGE
Knowledge of what is needed to support the transition.
APPLICATION
Establish the logistic requirements and key staff required to support a transition.
Consider:
- Different transition strategies that support the chosen life cycle.
- Techniques to identify stakeholders and ways to get their buy-in, including how to build and communicate the transition plan.
- Ways to identify and mitigate any potential areas of concern.
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KNOWLEDGE
Knowledge of the knowledge transfer requirements.
APPLICATION
Determine the knowledge transfer requirements for a transition process.
Consider:
- Ways of assessing the differences in processes and ways of working brought about by a change initiative.
- The change management tools and models that are available.
- The ways to capture knowledge requirements and ensure that they have been planned appropriately.
- The need for strong interpersonal skills, including leadership, emotional intelligence, communication and choice of language.
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KNOWLEDGE
Knowledge of the different approaches to transition.
APPLICATION
Create a transition plan where priorities, potential disruption and output ownership are key considerations.
Consider:
- Ways to identify which transition activities have the potential to disrupt BAU.
- The dependencies and constraints in place that may impact transition.
- How to capture organisational and business priorities.
- Ways to identify the resources required for transition, including budget, support, coaching and champions.
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KNOWLEDGE
Knowledge of the ways in which to agree a way forward on the transition process plan.
APPLICATION
Negotiate with stakeholders to gain agreement on the transition process plan, including staffing solutions, logistics and knowledge transfer requirements.
Consider:
- The engagement of stakeholders and ways to create understanding, including the constraints and complexities that have informed the transition plan.
- How to identify the available transition options that address stakeholder needs.
- Ways to ensure understanding of a change initiative requirements from the business.
- How to actively address conflicts between a change initiative and BAU.
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KNOWLEDGE
Knowledge of the ownership of benefits.
APPLICATION
Establish a benefit review process to monitor benefits realisation which meets the requirements of relevant stakeholders.
Consider:
- The benefits life cycle, including: roles and responsibilities, the indicators of success, the sources of data and ways to measure and monitor achievement.