1. 1 The CMO – One Size Fits All? Jake Julia, Ph.D.Brenda Sprite Northwestern UniversityNavigator Management Partners Session Presented at the Inaugural Global ACMP Conference May 3, 2011

2. 2 Introductions Brenda Sprite Senior Consulting Professional and Change Leadership Practice Lead, Navigator Management Partners Jake Julia Associate Vice President for Change Management and Associate Provost for Academic Initiatives, Northwestern University

3. 3 Overview Realizing the Strategic Value of a CMO An Adaptable CMO Model CMO Roles Real-Life Examples A Transitional Road Map What’s in this session for you?

4. 4 Dept. A Dept. B Dept. C Dept. D Dept. A Dept. B Dept. C Dept. D Dept. A Dept. B Dept. C Dept. D Dept. A Dept. B Dept. C Dept. D Dept. A Dept. B Dept. C Dept. D Change Is Exponential

5. 5 The CMO Defined Is unique to each organization May be organization-wide or project-specific Contains a core of change management professionals Applies a consistent methodology Aligns change management initiatives with organizational strategy The Change Management Office …

6. 6 The CMO Model is Spreading Organizations around the world are moving toward a CMO … Defense Energy Support Center United Nations Virginia Department of Social Services

7. 7 A CMO Model A CMO provides a proactive, organized and consistent perspective … … to get repeatable and sustainable results

8. 8 CMO Roles The Change Management Office may contain a variety of roles … Role CMO Funded Business Funded Change Management Strategist Communications Strategist Learning Lead Talent Management Lead CM Project Advisor Business Unit CM Partner Strategy Communications Talent Management Learning CM Project Advisor

9. 9 Benefits of a CMO Constant core of Change Management professionals Strategically-aligned benchmarks Appropriate level of dedicated Change Management support across projects Right Change Management resources at the right time, to support the dynamic nature of projects Built-in mechanism to gain business unit acceptance Your organization could benefit by creating a CMO … Centralizing Change Management expertise and support minimizes the impacts of future planned changes and provides a mechanism to evaluate and sustain human performance in the future

10. 10 The CMO Model is Spreading Organizations around the world are moving toward a CMO … Defense Energy Support Center United Nations Virginia Department of Social Services

11. 11 The CMO in Action – Northwestern University Northwestern University is a private research university founded in 1851 … 3 campuses 12 schools 16,475 students 2,500 full-time faculty Annual Operating Budget = $1.8 billion Total Research Awards/Grants > $557 million

12. 12 The CMO in Action – Northwestern University The Office of Change Management was established in 2000 … The Provost and Senior Vice President for Business and Finance recognized the need to enhance academic and administration structures, policies, work processes and systems Significant organizational complexity Initially created for a three-year period The mission of the Office of Change Management is to initiate and accept change efforts that facilitate the improvement of people, processes, and systems for the university community.

13. 13 The CMO in Action – Northwestern University The OCM continues to report jointly to both academic and administration leaders … Provost (Academic operations) Senior Vice President for Business and Finance (Administrative operations) The Office of Change Management has five team members … Associate Vice President Two DirectorsProgram Assistant One Project Manager

14. 14 The CMO in Action – Northwestern University The CMO is governed by the Change Management Advisory Group … Comprised of deans, faculty and senior staff Provides ongoing input and guidance on the development and execution of the University’s change agenda Monitors progress on implementing change agenda initiatives

15. 15 The CMO in Action – Northwestern University The CMO has six key areas of focus … 1.Improve organizational effectiveness 2.Help enhance cross-unit work processes 3.Identify and facilitate process improvement efforts 4.Implement major administrative systems 5.Facilitate cultural change 6.Improve quality of service across the University

16. 16 The CMO in Action – Northwestern University The CMO helps campus units realize results by… Facilitating the identification of an issue/problem Diagnosing the issue/problem Developing a plan/process/solution for addressing the issue/problem Implementing the solution to the issue/problem Developing assessment mechanisms to measure the outcomes of change efforts

17. 17 The CMO in Action – Northwestern University Recent change initiatives include… Financial Management Systems Replacement School of Communication Curriculum Restructuring/ Outcomes Assessment University Hospital Partnership Disaffiliation Residence Hall Security Initiative NU Professional Schools Financial Model Review Feinberg School of Medicine Administrative Roles and Responsibilities Framework

18. 18 The CMO in Action – Northwestern University An Initiative Overview Template is used to organize each change initiative … Title: Purpose: Expected Outcomes: Key Individuals Involved: Project Sponsor: Project Leader: Project Facilitator(s): Approach/Key Roles: Projected Timeframe: Potential Costs: Key Factors Affecting the Success

19. 19 The CMO in Action – Northwestern University What model is right for you? Determine your institutional needs  Is the change a specific organizational change or a systematic change?  Is the change long-term or short-term Develop the solution that best fits your institutional needs  Which model best fits your organization?  What are some organizational culture considerations?  How much will it take to address this need? Are you willing to allocate the necessary resources?  What is the plan and approach? Confirm visible executive/leadership support

20. 20 A Transition Road Map Consider Span of Organizational Influence Identify and Engage Sponsors Build the Business Case Define CMO Competencies Define Roles and Create Staffing Model Revisit the Business Case and Secure Funding Launch CMO! There is not a straight path to launch a CMO … © 2011 Navigator Management Partners`

21. 21 Resources CMO Model CMO Role Descriptions CMO Functions and Deliverables Transitional Road Map We want you to use the handouts from today’s session …

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23. 23 Contact Information Brenda Sprite bsprite@navmp.com (517) – 282-7042 Jake Julia jjulia@northwestern.edu (847) - 491-2912