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ESR Change Management

The ESR program takes the people side of change seriously. We want people to be aware, committed and able to adopt ESR change, so we established Strategic Organizational Change Management (SOCM) at the program level.

SOCM provides a light framework, structure and guidance for all ESR projects to consistently introduce, manage and reinforce change. Each project has a designated change team, change leaders and practitioners, who work closely with the project manager and SOCM to strategically integrate OCM into their project. 

The change team ensures each project is in tune with audience needs and that impacted personnel receive the awareness, leadership, coaching and training they need to successfully navigate the coming changes. This approach increases our organizational and individual change readiness to ensure a continuous improvement culture.

Meeting People Where They Are Using ADKAR

The streamlined processes and upgraded systems that ESR will deliver will only be has strong as the people using them. As the university undergoes the changes ESR will bring, the ESR program team is aware that individual and organizational psychology is at play. A goal-oriented change management model is in place to guide individual and organizational change. This framework will help people embrace the changes with clear goals and outcomes using a common language.

ADKAR is designed to progressively guide individuals undergoing change, from first learning about the change to developing the skills needed to implement the change. ADKAR helps them answer key questions along the way.

What is ADKAR?


What is the change and why is it happening? What are the needs, benefits and intended outcomes? What is my role in this change?


What's in it for me? What happens if I do it? What happens if I don't? How can I get involved?


How do I make the changes? What training or skill development will I need?  


Am I ready to act on learnings from trainings and make the change?


Is the change sticking? How is success celebrated?

Visit the Prosci website for more information on this change management methodology.

Making Change Happen

Each ESR project team follows a preset list that includes project team structure communications, training and more.

Here's an industry-standard view of how project management and change management activities mirror each other throughout the process.

Organizational Change MAnagmenet and Project Management work together

Managing the Changes - The Team

ESR’s model of "expert sourcing," relying on UC San Diego talent to implement the new systems, applies to the way we are managing change for our system users.

Each project has a core team that includes change leads and change practitioners specifically trained to implement the SOCM framework. These leads meet regularly with the SOCM team for coaching, information and collaboration.

Project teams include the following roles and assigned responsibilities. Find individual ESR project change teams on The Team pages

Change Lead

Sets the tone. Establishes vision and strategy for successful change outcomes. Serves as the primary project spokesperson. 

Change Practitioner 

Makes change happen. Develops and executes a complex Master Change Plan.

Business Process Lead

Charts a path for the project. Directs process review, design and re-engineering. Oversees software solution(s) implementation.

Technical Lead

Handles the zeros and ones. Manages technical design and implementation of solution.

Configuration Lead

Connects the dots. Leads system configuration and defines implementation requirements.

Project Manager

Gets the job done. Guides the team through the project deliverables from start to completion.