Align Project Plan + Change Management Activities 
          High Level SAMPLE/DRAFT
                                                                             Discover & 
             Getting Started                     Initiate                    Discover &                        Build                       Transfer                      Measure
             Getting Started                     Initiate                    Configure                         Build                       Transfer                      Measure
                                                                             Configure
                 Pre-Kick Of               Project Preparation            Gathering Business         Technical Configuration /         Super User /                 Adoption Audit            
                                                                            Requirements             Integration / Unit Testing       Project Team Training             (30, 60, 90d)
           Starter Kit / Walkthrough        Pre-Configuration               Design Baseline                 QA Testing              User Acceptance Testing          Recommendations
               Data Collection               Project Kick-Of            Configuration Revisions       Prepare UAT Test Scripts          End User Training              User Adoption
           Stakeholder Assessment         Org. Change Mgmt. &               Config. Sign Of           UAT Readiness Review            Go-Live & Hyper care
             Impact Assessment           Communication Strategy                                              & Sign Of
              Change Readiness             Change Governance           Change Mgmt. Playbook             UAT / Testing Plan           Transition to Support
                 Assessment                       Model                   and CM Roadmap
                                            Confirm Testing &           Communications Plan                Training Plan                Training Material
                                             Training Strategy
                                                                                                                                         Training Rollout
              Project             Change            Client Owns
             Activities        Management
   Elevate Approach to Change Management
   Elevate employs a unique people-centric approach to transformative change, which draws on best practices from our experience of complex legal 
   services transformations as well as established frameworks such as Kotter’s 8 Stages and Prosci’s ADKAR.  Our methodology combines top-down 
   strategic planning with bottom-up iteration and ownership to coalesce enduring support, tailored into a comprehensive change program for 
   optimal fit for customer needs, and the size, scope and complexity of the initiative
                    Failures of change projects are typically 
                    caused by human factors, not technical 
             1 ones
                              We achieve successful outcomes by 
                              incorporating Elevated Transformation 
                              early into the overall project lifecycle; 
                      2 planning for change is integrated into 
                              all aspects
                                       Our team has decades of experience in 
                                       transforming legal services as well as 
                               3 recognized accreditations (e.g. Prosci’s 
                                       ADKAR and Lean Six Sigma)
                                                Enduring change requires cultural, 
                                                technical and operational barriers to be 
                                                eliminated, and operating personnel to 
                                        4       feel empowered and accountable for 
                                                achieving the outcomes defined by a 
                                                shared vision 
                                                                                               Change Building 
                                                                                               Our transformation programs are people-centric and adopt a holistic, 
       Elevate Methodology                                                                     Blocks
                                                                                               integrated strategic approach built around 4 common building blocks 
                                                                                                      Change 
                                                                                                     Strategy:                                       Change 
         Elevated Transformation                                                                       People,                                    Governance
         Model                                                                                        Process, 
         Our Change Model draws on best practices from our 
         experience of complex legal services transformation                                        Technology             Change Team                                    Monitoring 
         programs as well as from established industry frameworks                                   and Culture                                                                and 
         such as Kotter’s 8 Stages and Prosci’s ADKAR, combining                                                                                                         Maintenance
         top down and bottom up approaches to coalesce enduring 
         support 
         Assess                                Desig                                 Impleme                               Reinforce
                                                                                     Impleme                                Reinforce
                                               n                                     nt
                                                                                     nt
                                                 Define vision, Change                Deploy, communicate, 
          Change readiness and gap               Strategy and develop  action                                              Collect and analyse feedback
          analysis                               plan                                 empower
          Resistance and barrier                                                      Deliver targeted training            Measure adoption rates
                                                 Design Communications plan
          assessment                                                                                                       Re-invigorate
                                                 Design Training plan                 Deliver quick-wins
          Define internal/external                                                                                         Audit reports
          change forces                          Design sponsor model with            Solidify progress and 
                                                 leader coalition and base of         communicate                          Corrective actions
          Impact assessment                      support
                                                                                      Iterate discrete projects based      Quick-win and success 
          Risk assessment                        Define adoption metrics and          on agile approach with user          celebration
                                                 tracking                             groups
                                                 Develop resistance                   Mobilise affected personnel
                                                 management plan                      Create cultural shift factors
                                   People and culture                                                           People and culture 
                                      enablement                                                                  engagement
       Front-end Assessment of Change – gather information and 
       create plan
     •  Key questions to Assess and Design the optimal Change Strategy and Plan 
                                               •   Clearly document and Assess the following:
                                                            •   Know/Define your objectives
                                                            •   Identify all stakeholders and groups that will be impacted by the 
                                                                project
                                                            •   Assess size and nature of the change: delta between present and 
                                                                future state envisioned at completion of the project
                                                                   •   Project Purpose and Particulars
                                                                         •   Why is the change occurring?  
                                                                                •   Business drivers, objectives
                                                                         •   What is being changed as a result? 
                                                                         •   What is the size and scope of this change?
                                                                         •   What is the impact to people?  
                                                                                •   Number of groups and individuals, amount 
                                                                                •   Percent of project outcomes linked to changes in how 
                                                                                    people perform their work
                                                            •   What behaviors need to change? 
                                                            •   When does the change need to occur?  
                                                            •   Evaluate possible ways resistance to change will be manifested 
                                                            •   Determine the senior business support necessary to accomplish 
                                                                change 
                                                  •                •   Named Sponsor(s) and level of engagement 
                                                     Determine approach/strategy and Design the Change Plan
       Change, Communications & Training: General Approach (Example)
                               Deliverables                                                              Purpose
                Organization Change Management             Strategies and tactics for driving adoption to the new solution through specific deliverables; comprises 
                ("OCM") and Communication Strategy         initial view of stakeholders and their existing/desired support for the solution, as well as recommended 
                                                           communication methods
      Initiate  Change Management Governance Model Identify Change Management Committee members, responsibilities, and meeting cadence; Agree upon 
                                                           messaging strategy to broader project team, as well as to impacted stakeholders
                Confirm Testing & Training Approach /      Confirm plan / approach with UAT Lead and Functional Consultants to incorporate messaging into 
                Strategy                                   Communications Plan
                                                            OCM Roadmap: Overall Change Management Roadmap and Timeline
                Change Management Playbook and              Change Management Playbook (Initial Draft): Document that outlines the approach for implementing, 
                OCM Roadmap                                  enforcing, and managing Change Management practices and activities.  Compilation of Change 
                                                             Management Plan, Governance Model, Communications Strategy, Potential Key Adoption Metrics, etc. 
                                                             (Note: this is an iterative document)
    Discover &                                             High level list of communications needed for upcoming activities -- outlining purpose, audience, method, 
     Configure  Communications Plan and Strategy           and delivery
                Change Management Assessments
                 Stakeholder Assessment                   Assessments analyzing: impacted stakeholders, level of change for each user group -- from a people, 
                 High Level Impact Assessment             process and technology standpoint -- and the readiness for change
                 Change Readiness Assessment
                Confirm UAT Testing Plan (Plan Drafted by  Confirm plan / approach with UAT Lead and Functional Consultants to incorporate messaging into 
                UAT Lead/ Functional Consultant)           Communications Plan
    Build / Test
                Training Plan                              An overlay of the training timelines with the overall project timeline.  Approach to training --  including 
                                                           classroom (virtual) training, facilities, equipment, and training schedule