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HELP! In need of case studies on 2nd order transformation change initiatives

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RIZWANA NARVEL Director - Enterprise Excellence| King Abdullah Financial District- KSA Riyadh, Saudi Arabia
where can i find approved case studies on transformation change initiatives where both project and change managers were involved.

I need a few case studies to analyze for my masters thesis. my topic is around analyzing case studies where both project management and change management teams were involved - to see what worked and what didn't work and what were the causes?
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Keith Novak Tukwila, Wa, United States
You might want to clarify your terms.

When people refer to 2nd order, it typically denotes the rate of change (transformation) is not constant. y = mx +b is a first order equation (definition of a straight line). ax^2 + bx + c = 0 (definition of a curve) is a 2nd order equation. That could mean transformation is accelerating over time or tapering off.

When you state approved case studies, my first question is, "Approved by whom?"

Reading your question, I'm not sure what you're asking. If you are going to use those terms in your thesis, I would be careful about using the terms correctly as your professor may have the same questions as myself.
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1 reply by RIZWANA NARVEL
Jan 22, 2022 6:14 PM
RIZWANA NARVEL
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Sorry didn’t think it would be so confusing.

Im looking to study transformation change initiatives where both project and change management teams have had to work together.
Considering academic research has shown that project and change managers are unable to collaborate.

Thank you for taking the time to respond
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Thomas Walenta Global Project Economy Expert Hackenheim, Germany
Rizwana

you might want to look at publications by Behnam Tabrizi. He contributed to PMI‘s transformation compass.

Thomas
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1 reply by RIZWANA NARVEL
Jan 22, 2022 6:15 PM
RIZWANA NARVEL
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Thank you for your reply. Will look into this.
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RIZWANA NARVEL Director - Enterprise Excellence| King Abdullah Financial District- KSA Riyadh, Saudi Arabia
Jan 22, 2022 3:05 PM
Replying to Keith Novak
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You might want to clarify your terms.

When people refer to 2nd order, it typically denotes the rate of change (transformation) is not constant. y = mx +b is a first order equation (definition of a straight line). ax^2 + bx + c = 0 (definition of a curve) is a 2nd order equation. That could mean transformation is accelerating over time or tapering off.

When you state approved case studies, my first question is, "Approved by whom?"

Reading your question, I'm not sure what you're asking. If you are going to use those terms in your thesis, I would be careful about using the terms correctly as your professor may have the same questions as myself.
Sorry didn’t think it would be so confusing.

Im looking to study transformation change initiatives where both project and change management teams have had to work together.
Considering academic research has shown that project and change managers are unable to collaborate.

Thank you for taking the time to respond
avatar
RIZWANA NARVEL Director - Enterprise Excellence| King Abdullah Financial District- KSA Riyadh, Saudi Arabia
Jan 22, 2022 4:11 PM
Replying to Thomas Walenta
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Rizwana

you might want to look at publications by Behnam Tabrizi. He contributed to PMI‘s transformation compass.

Thomas
Thank you for your reply. Will look into this.
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Rizwana -

This is an interesting observation - while it is valid that lower maturity organizations, to their detriment, might not engage change management skills when undertaking transformational projects, most of the larger, more mature (from a PM perspective) companies I worked with made sure to include seasoned CM practitioners from the early stages of an initiative to support the business lead and PM in achieving a sustainable change.

Kiron
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2 replies by RIZWANA NARVEL and Stéphane Parent
Jan 23, 2022 9:35 AM
RIZWANA NARVEL
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Hi Kiron

Thank you for this. I’m looking for case studies where both have been involved and to analyze how they collaborated.
What worked what didn’t work and why?
Jan 24, 2022 3:13 PM
Stéphane Parent
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My own experience is that change management is leveraged effectively on large projects that can afford to have dedicated change management teams. Smaller projects expect the project manager to take on multiple roles, including change management.
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RIZWANA NARVEL Director - Enterprise Excellence| King Abdullah Financial District- KSA Riyadh, Saudi Arabia
Jan 23, 2022 8:05 AM
Replying to Kiron Bondale
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Rizwana -

This is an interesting observation - while it is valid that lower maturity organizations, to their detriment, might not engage change management skills when undertaking transformational projects, most of the larger, more mature (from a PM perspective) companies I worked with made sure to include seasoned CM practitioners from the early stages of an initiative to support the business lead and PM in achieving a sustainable change.

Kiron
Hi Kiron

Thank you for this. I’m looking for case studies where both have been involved and to analyze how they collaborated.
What worked what didn’t work and why?
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1 reply by Kiron Bondale
Jan 23, 2022 4:33 PM
Kiron Bondale
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PMI's Managing Change in Organizations practice guide provides a number of useful insights about the interaction between PM and CM roles and processes.

When I was working for a large Canadian bank which had a fairly mature set of standards for both PM & CM, the collaboration between the two roles tended to be very productive although some times the bigger challenge was convincing business leads that they needed to engage a CM. As that company's project standards required internal labor to be funded by project budgets, the business leads didn't always understand the benefits they'd get for spending money on engaging a CM. The other challenge I saw was that while the engagement model and processes were well understood and practiced on predictive life cycles, when it came to adaptive ones, it was a little trickier as the CMs were used to having "all the answers" before downstream CM artifacts were produced.

Kiron
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Kimberly Whitby
PMI Team Member
Online Community Specialist| PMI Newtown Square, Pa, United States
Hello Rizwana -

I suggest reviewing the Academic Programs & Research page at https://www.pmi.org/learning/academic-research on PMI.org. Click on "Curriculum and Resources" where you can find various case studies. I do hope this helps with your research!

Kimberly
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1 reply by RIZWANA NARVEL
Jan 23, 2022 8:56 PM
RIZWANA NARVEL
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Hi Kimberly,

Thank you for your reply. I will check. Appreciate your support.

Rizwana
avatar
Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Jan 23, 2022 9:35 AM
Replying to RIZWANA NARVEL
...
Hi Kiron

Thank you for this. I’m looking for case studies where both have been involved and to analyze how they collaborated.
What worked what didn’t work and why?
PMI's Managing Change in Organizations practice guide provides a number of useful insights about the interaction between PM and CM roles and processes.

When I was working for a large Canadian bank which had a fairly mature set of standards for both PM & CM, the collaboration between the two roles tended to be very productive although some times the bigger challenge was convincing business leads that they needed to engage a CM. As that company's project standards required internal labor to be funded by project budgets, the business leads didn't always understand the benefits they'd get for spending money on engaging a CM. The other challenge I saw was that while the engagement model and processes were well understood and practiced on predictive life cycles, when it came to adaptive ones, it was a little trickier as the CMs were used to having "all the answers" before downstream CM artifacts were produced.

Kiron
...
1 reply by RIZWANA NARVEL
Jan 23, 2022 9:01 PM
RIZWANA NARVEL
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Thank you Kiron. Could you elaborate on your last statement?

Appreciate it
Rizwana
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RIZWANA NARVEL Director - Enterprise Excellence| King Abdullah Financial District- KSA Riyadh, Saudi Arabia
Jan 23, 2022 10:53 AM
Replying to Kimberly Whitby
...
Hello Rizwana -

I suggest reviewing the Academic Programs & Research page at https://www.pmi.org/learning/academic-research on PMI.org. Click on "Curriculum and Resources" where you can find various case studies. I do hope this helps with your research!

Kimberly
Hi Kimberly,

Thank you for your reply. I will check. Appreciate your support.

Rizwana
avatar
RIZWANA NARVEL Director - Enterprise Excellence| King Abdullah Financial District- KSA Riyadh, Saudi Arabia
Jan 23, 2022 4:33 PM
Replying to Kiron Bondale
...
PMI's Managing Change in Organizations practice guide provides a number of useful insights about the interaction between PM and CM roles and processes.

When I was working for a large Canadian bank which had a fairly mature set of standards for both PM & CM, the collaboration between the two roles tended to be very productive although some times the bigger challenge was convincing business leads that they needed to engage a CM. As that company's project standards required internal labor to be funded by project budgets, the business leads didn't always understand the benefits they'd get for spending money on engaging a CM. The other challenge I saw was that while the engagement model and processes were well understood and practiced on predictive life cycles, when it came to adaptive ones, it was a little trickier as the CMs were used to having "all the answers" before downstream CM artifacts were produced.

Kiron
Thank you Kiron. Could you elaborate on your last statement?

Appreciate it
Rizwana
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1 reply by Kiron Bondale
Jan 24, 2022 7:49 AM
Kiron Bondale
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Sure - the existing PM standards were focused on prescriptive processes and artifacts which various roles produced over a project's lifetime. With an adaptive approach, the nature of the artifacts changed as well as how they were completed, so the CMs needed guidance in understanding how best to engage with the other delivery team members when requirements, end user content and so on was evolving over the life of the change development.

Kiron
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