| | | | | | --- | --- | --- | --- | **Organizational Change Acceleration Program Charter** ====================================================== Establishing a formal charter document for each program workstream is important to ensure leadership alignment and buy-in to the initial change management scope of work. A charter document establishes the core of what the change management program team will deliver as well as dependencies the program team has on other areas and/or key stakeholders critical to the success of the change initiative. The purpose of developing a program/project specific organization change acceleration charter is to provide a thoughtful, structured approach to delivering the right change management solutions and tactics based on what is known at the time the charter is completed. Guidelines ---------- Early in the program start-up phase or planning phase, coordinate and gather the following information from groups such as: * Program/project leadership – confirm program scope and timeline * Input will serve to establish critical milestones, scope of effort, major events, key stakeholder meetings (steering committees) * Services Providers – assess how internal service providers such as corporate communications, training and/or human resources will support the program and specifically the change management team. Input will serve to confirm internal resources required and/or available to support the change effort * Internal Change Management – if the client has an internal change management (People & Change) team, then assess how they will support the dedicated OCM project team. Input will serve to confirm internal People & Change resources that will support change effort * Workstream leads – interview each workstream lead to confirm scope and timing of critical deliverable and/or events * Input will serve to confirm change management support required at the workstream/sub-project level Who to Involve -------------- * Executive Sponsors * Project/Program Leader * Change Leader * Internal services providers (e.g., Communications, Training/Learning and Human Resources), if supporting the cloud change initiative Why Do It --------- A formal charter document for the change management program will: * Clarify scope and People workstream approach for the specific project/program effort * Confirm project/program leadership understanding of the initial end to end change acceleration scope of work, dependencies and key deliverables * Outline formal review process for key deliverables * Establish a RACI that identified key stakeholders that are or need to be (responsible, accountable, consulted, and informed) related to major change acceleration activities or deliverables * Defines initial change acceleration metrics and reporting required When to Use ----------- Use the charter document to confirm scope, approach and see formal sign off from key executive sponsor. Leverage charter as a guide and discussion document to manage scope and develop specific deliverables as listed within the charter. Definitions ----------- **Charter -** scope document that outlines strategy, approach, methods, deliverables, dependencies and risks Inputs and Outputs ------------------ | INPUTS | OUTPUTS | | --- | --- | | * Access to program leaders (to asses change landscape) * Program level charter * Program vision and/or business case * Timelines or workplan(s) by workstream * Lessons learned form previous change efforts (e.g., what has worked, what has not worked in previous change efforts) | * Organizational Change Acceleration Charter * Sign-off of Organizational Change Acceleration Charter | Instructions ------------ 1.  Assess key program leaders (incl. exec sponsor) to confirm expectations, areas of concern related to the People workstream, understand change landscape 2. Gather information related program business case, timelines, schedules, stakeholder information (if available) 3. Develop initial charter draft 4. Review and validate initial charter draft 5. Gather sign-off on final charter 6. Execute start scope of work **Attachments:**