TRAINING & CHANGE MODELS FOR EDRMS What’s passing and failing?

TRAINING & CHANGE MODELS FOR EDRMS What’s passing and failing?

Providing Keys to Success

DEMOGRAPHICS

Industry Profile Non-Government 59% Government 41% Services 17% Federal / State 23% Education 8% Local Electricity, Gas, Water & Waste 7% Primary Industry 6% Manufacturing 3% Logistics 2% Other 16% 18%

Distribution of Respondents 2% 13% New Zealand – 6% Other – 7% 11% 7% 4% 19% 4% 29%

Size of Rollout 38% 30% 12% 15% 4% 200 500 1000 5000 10000 0% 20000 1% 20000

Post Implementation Assessment 75% 75% of completed implementations were judged a success by the respondents

THE SIMPLE FACTS

Organisations with: Larger training & change budgets A previous history of EDRMS attempts Mature recordkeeping practices pre-implementation Achieved Superior Success Rates

PLAN

Composition of Project Team Team Composition Project Success 100.00% 90.00% 80.00% 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% ec oj r P er ag n a tM d or c Re er ag n a M IT on rs e P IT er ag n a M S RM D E er ag n a M e ng a Ch er ag n a M /T D L& ng ni i ra er ag n a M ss ne i s Bu t iv ta n e es r p Re e

Experience of Project Manager Success rate of project based on previous rollout experience of project manager 92% - EDRMS rollout experience 85% - No rollout experience 50% - Software rollout experience

Importance of Communication Plans 100% Success Rate 80% 17% Non-specialist Specialist No communications Strategy

Did you have a defined Communications Goal? Success Rate Ye 90% s No 39%

ENGAGE

Sponsors Belief Believe Success Rate Disbelieve Success Rate 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% ill W e ov pr im P iv ct u d ro ity e nc tr a po ZERO Im RM of ng ni i a Tr ill W e uc d re s Ri k e ng a Ch ti en m ge a an M s im nt rta o p s ce e N ry sa r fo e nc il a p m Co

Stakeholders Belief Believe Success Rate Disbelieve Success Rate 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% d oo G ac Pr tic es ll wi be ed rd a w Re d oo G i an rg rO fo n t io sa ey Th ve ha Sk i ll s & ge ed l ow Kn d oo G m he T r fo ve Ha it y or h t Au to t en m e pl m I

Change Techniques Change Techniques Used Project Success 100.00% 90.00% 80.00% 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% ul M c el n n ha it -c i un m om n t io a c er Us am gr o pr rt o pp su e ng a Ch t en em ag n a m g in in a tr / ge n a Ch ng ni i tra n io at r g te in t en m r we o p em r e Us ce an rm fo r Pe t en m e ag n a m s rd a w Re am gr o pr

Communication Mediums Two way channels Communications Mediums Used 100.00% Campaigns Project Success 90.00% 80.00% One way channels 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% s s s ls rs rs ns gs ns dy ai de ge te te io in io um tu t t a t r m ui s s s e e l l s s E fo G ee tp se e ws ws m Se Se lp ne a oc n e e i e a l e h g C N H n n tr lN in &A n/ O -o In Ad ai Q ed ef io i n t t r m -o in B ra Pr rE st ne ed a n l r O o ilo gu m Ta Re De st Po s er ts le h p m Pa os de i V

TEACH

Training Plan Effectiveness Included in Plan Project success 100.00% 90.00% 80.00% 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% c Re ds or am te e us r se -u d en rs se u r pe u S g in in a tr k al w r oo Fl g in ge an h C s on pi am ch s Po ng ni i ra t-t f il e an pl gs in t ee m

End User Modes of Learning Training Inclusions Success Rate 100.00% 90.00% 80.00% 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% lf Ha y da n -o s nd ha ng ni i tra l Fu ay ld on sd n ha g in in a tr ng ni i a Tr ls ua n a m c ui /q k es id u g s ce r u so e tR ne a tr In n io at t en es r P g in in a tr ng ni r ea eL

Experience of Trainers Effect of prior experience in EDRMS and training delivery on success rate of project 50% No EDRMS Experience 14% No Training Delivery 81% Training Delivery 86% EDRMS Experience

EMBED

Ongoing Support Model Ongoing Support Model Success Rate 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% r he s fre Re ng ni i tra lp He s de ui G lp He sk De s er s ru pe u S ng ni r ea eL P d ne n la ns io t lta su n Co ss ne i s Bu y al an st

Retro-fitting strategy Change management strategy Training strategy 100.00% 80.00% External consultants (non-vendor) 60.00% 40.00% 20.00% Success if prior 0.00% External consultants (vendor) Communications strategy Closing the shared drive Pilot programme

Retro-fitting Strategy Change management strategy Training strategy 100.00% 80.00% External consultants (non-vendor) 60.00% 40.00% 20.00% Success if prior Success if post 0.00% External consultants (vendor) Communications strategy Closing the shared drive Pilot programme

MEASURE

Measuring is Concurrent with Success 80% 64% for those who don’t for those who measure

Key Findings 1. Experience makes a difference 2. Disbelief foretells doom 3. Success demands business involvement 4. User options underpin success 5. Have purpose, Design in detail

The Presenters Kevin Dwyer is a Change Management professional with more Michelle Linton is a Learning & Development Manager with than 30 years’ experience in the planning, design and delivery 24 years’ experience in the planning, design and delivery of of change management programs. Since the establishment of training programs. Michelle has developed and delivered Change Factory in 2001 he has been involved in a diverse innovative, outcome focused EDRMS training for over 30 range of projects ranging from re-engineering processes to government and private organisations since 2005. Michelle’s reduce risk to creating and revising performance management pragmatic approach to learning strategies leading to systems. He commenced working in EDRMS projects in 2009 application adoption has been enthusiastically welcomed by as a partner in the REX project which was awarded the J. Eddis the industry. Linked Training is the training partner in the REX Linton Award for Excellence – Most Outstanding Group in 2010. project which was awarded the J. Eddis Linton Award for Kevin can be contacted on: 0408 508 490 or [email protected] www.ChangeFactory.com.au Excellence – Most Outstanding Group in 2010. Michelle can be contacted on: 02 8824 4677 or [email protected] www.LinkedTraining.com.au