In today's episode, I'm re-releasing an episode where I delve into the critical yet often overlooked world of success metrics in large-scale projects. While it may sound complex, I'm breaking down the essentials of effective measurement strategies in a way that's both engaging and easy to comprehend. Mastering the art of measuring project success is invaluable. This episode not only educates but also empowers you to apply these techniques in various scenarios.
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[00:00:00] You've invested millions of dollars in your system implementation partner.
[00:00:04] You've embarked on a large business transformation project and have all aspects covered from
[00:00:11] technological and functional needs, partnerships, resources, budget, your training strategy,
[00:00:18] communication plan, and overall organizational change management. And you're managing everything
[00:00:24] properly through your project plan and additional resources. Yet, when it comes to developing success
[00:00:32] measurements, you want to either avoid it or rush through it. How can you accurately gauge your
[00:00:39] success without clear baselines or criteria? In today's episode, I'm re-releasing an
[00:00:45] important discussion on this very topic. This issue often resurvices when we, my team and I,
[00:00:53] are brought into support an implementation project. In this case, we're dealing with a large-scale
[00:00:59] implementation for a school district that's going to affect about 17,000 individuals.
[00:01:06] Yet despite having all those aspects covered that I mentioned before, when we reached the working
[00:01:12] session on measuring success, the client was at a loss. Please let's revisit this valuable
[00:01:18] episode and as you listen, you might be asking yourself, you want me to measure what? This very
[00:01:25] episode that again I'm re-releasing provides insight into the importance of measurements,
[00:01:31] what they do, and why it's crucial for you to set them up. So tune in and get ready for some
[00:01:37] actionable insight. Welcome to the Messy Mind podcast, a show to support you in seeing
[00:01:47] the messiness can lead to your light bulb moments. I'm your host, Tammy L. Davis.
[00:01:57] Recently, I was on LinkedIn and noticed that a question had been asked in the form of a poll.
[00:02:03] The question was, what's our most popular change management article in 2022? And underneath that
[00:02:11] question, there were three options for us to choose from in answering the poll. The first
[00:02:16] option was how to measure change adoption. The second option was change portfolio best practice.
[00:02:23] And the third option was guide to measuring change. The first option, how to measure change
[00:02:29] adoption won the poll by 52%. The most clicked article was how to measure change adoption again,
[00:02:38] 52%. And it really got me thinking that, yes, I'm on these projects. My team and I support
[00:02:46] clients with their change initiatives. And one of the areas that I'm noticing
[00:02:51] that our clients tend to avoid is measurements. And in my opinion, clients tend to avoid the
[00:02:58] word metrics is in measurements is because it hasn't been presented to them in a way that
[00:03:05] these are tangible activities. These are tangible things that you can do within your
[00:03:10] organization in order to determine whether or not the change has been adopted. As I always like to
[00:03:16] say, now is the time to grab your notebook, your pen or pencil, your journal, wherever you keep
[00:03:23] notes when listening to the Messy Mind podcast, because I'm about to spill all the tea and
[00:03:28] giving you several options on how you can measure change adoption. The options I'm about
[00:03:34] to dive into and provide are ones we use on our client engagements, they have been proven,
[00:03:40] they work very well because they are straightforward. They're simple and extremely manageable to sustain.
[00:03:47] Once we ask our clients how they would like to define success, they do have a pretty good idea.
[00:03:54] However, with our guidance and through several brainstorming sessions, especially for a system
[00:03:59] transformation, definitions of success tend to be bucketed in three different areas. Training,
[00:04:07] technology use and adoption and level of engagement. I also want to take a moment to
[00:04:13] make a distinction between how these options are categorized as well. In dealing with or
[00:04:20] creating measurements, I always like to make the distinction between quantitative and qualitative.
[00:04:28] Quantitative, real quick and simple meaning numeric data. It is numbers. It's continuous,
[00:04:36] quantitative. Whereas qualitative, it's descriptive based on observations. It involves the senses such
[00:04:43] as seeing, feeling, tasting, hearing, smelling. As I go through these options, I will make
[00:04:49] the distinction between qualitative and quantitative. Let me first dive in with the
[00:04:54] quantitative metrics is some of the examples that can be used in order to create these type of
[00:05:01] metrics is the number of courses completed or the percentage of courses completed. The number
[00:05:07] of employees accessing your learning management system or LMS on a weekly or monthly basis. Also,
[00:05:15] the number of users that are compliant with system requirements. In addition,
[00:05:21] the number of service tickets or help desk tickets that have been addressed and resolved.
[00:05:26] And also you can measure the number of users in the system versus the frequency of users
[00:05:32] in the system. I would also like to add attendance rate attendance in your live or virtual classes,
[00:05:42] but also the number of attendees if you have any monthly sessions as well. Those are just
[00:05:48] a few options you could use from a quantitative measurement standpoint. Now for the qualitative
[00:05:54] measurements standpoint, these are some we have used in the past that have worked very well.
[00:06:00] Feedback forms, reflection session worksheets, monthly trends, end user feedback survey
[00:06:07] results, end user feedback survey results such as an adoption survey, documentation during
[00:06:14] coaching, continuing coaching, business reporting progress on a monthly basis and leadership feedback
[00:06:21] on adoption. Those are just a few examples from a qualitative measurement standpoint that can be
[00:06:28] implemented in order to support you in defining or being able to measure what you defined as
[00:06:36] success. And as I stated before, they are straightforward. They're simple. Those are
[00:06:42] measurements that can be implemented prego live, short term support, and also long term
[00:06:49] sustainment as well. I hope those tips I offer provides you with a bit more insight on how
[00:06:57] you can measure change adoption. Thank you for joining us this time on the MessyMind podcast.
[00:07:06] Please visit our website at themessymindpod.com. Make sure to subscribe to the podcast
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[00:07:25] Always remember to embrace the messiness. It can lead to your light bulb moments.