Playbooks
Using Playbooks
Playbooks specify which activities are appropriate for a given project stage, combining communications materials, workshops, and coaching/mentoring. In addition, project teams document the change management methods and practices in a series of playbooks tailored to specific client situations.
Playbooks use a pre-determined set of activities that allows teams to quickly integrate change management into their projects as they reuse what has worked before. This process's highly adaptive nature is a useful framework for dealing with change in a highly dynamic environment where organizations are deploying advanced analytics solutions.
As teams face issues or blockers that threaten project success, having a set of playbooks to draw upon across multiple phases of a project allows them to have a clear set of activities and deliverables when the time comes to execute.
Playbooks are executed at various stages of the change management process, supporting specific projects. They are often aligned with the various sprints identified in the project plan, aligning the playbooks with project deliverables and milestones. This allows project teams to adapt the change practices to their specific needs while not having to recreate something new. The playbooks also specify roles for each team in the process to clarify expectations and ensure clean execution.
Playbooks specify which activities are appropriate for a given project stage, combining communications materials, workshops, and coaching/mentoring. In addition, project teams document the change management methods and practices in a series of playbooks tailored to specific client situations.
Playbooks use a pre-determined set of activities that allows teams to quickly integrate change management into their projects as they reuse what has worked before. This process's highly adaptive nature is a useful framework for dealing with change in a highly dynamic environment where organizations are deploying advanced analytics solutions.
As teams face issues or blockers that threaten project success, having a set of playbooks to draw upon across multiple phases of a project allows them to have a clear set of activities and deliverables when the time comes to execute.
Playbooks are executed at various stages of the change management process, supporting specific projects. They are often aligned with the various sprints identified in the project plan, aligning the playbooks with project deliverables and milestones. This allows project teams to adapt the change practices to their specific needs while not having to recreate something new. The playbooks also specify roles for each team in the process to clarify expectations and ensure clean execution.
Playbook Examples
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Strategy and Vision
Take the current analytics strategy and vision and produce various supporting assets: organization/stakeholder impact; messaging/communication (key messages, emails, exec briefs, talking points, scripts, storyboards, video) leadership/stakeholder alignment. Exec Briefs/Updates
Produce ongoing communications related to project progress using decks and slidedocs. These communications are essential for expectation setting (or re-setting) and maintaining momentum. |
Launch Plan
Communicate objectives, timing, activities, deliverables, and resources required (client and project team) for the change initiative. Communication and Stakeholder Buy-in
Use materials produced in Strategy and Vision and deliver communications to broader stakeholder groups. Brainstorms/Stakeholder Feedback
Facilitate small group sessions to elicit feedback early in the project lifecycle. Communications assets include storyboards, decks, and slide docs. |
Solution Roadshow
Produce presentations, demos, and videos highlighting messaging and solution features/benefits. Stakeholder Sentiment
Deliver surveys taken throughout the project lifecycle, particularly after milestones, to communicate progress and compare to expectations. Surveys measure the degree of alignment and identify trouble spots or areas of resistance. |
Check out the Guide to Adaptive Change Management