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Change Initiative Self-Assessment

This short assessment will help you understand the status and risk factors of your change initiative. There are many factors involved and many types of change initiatives, so this is intended to be instructional and give you some ideas to consider about what needs attention.
There are a number of questions covering critical aspects of a change project, from leadership to planning. As you answer each question, the next will appear, based on your previous selections. So if you change your selection, the questions might change. When you have answered them all, a Continue button will appear. On pressing Continue, you will get feedback and recommendations.
Your answer is based on your perceptions of the particular change initiative aspect.
Note: This is a short version of the many types of assessments we use in our work.
Size of Change Initiative
Does your change initiative have more than 35 stakeholders?
- No
- Yes
What is your role in the change initiative?
Industry
What is your industry(e.g., telecommunications, consumer products, finance)?
Teamwork
Having a committed core group that works together on the change initiative is critical. Pick the response below that best describes your core team member(s) behaviors.
- Busy in other work: Most members do not attend all the meetings and their work is frequently delayed.
- Engaged: Most members show up for the meetings and do what is needed.
- Committed: Most members are excited about the project and promote the program at every opportunity.
Business Units
A change initiative could affect one or more business units. Does your initiative affect more than one business unit?
- No
- Yes
Steering
When your initiative spans many business units, it is a best practice to have a steering committee composed of leaders from each business unit. Pick the selection below that best describes your Steering team(s) behaviors.
- Divided or None: Some team members perceive a major threat from the new program.
- Neutral: Team members understand the benefits for the company but do not understand the benefits for them or their organization.
- Committed: The team understands the benefits and considers it crucial for the company
- Not applicable
Scope
Change initiatives need structure. Pick the selection below that best describes your management of scope/schedules.
- No say: The project manager and team have little or no say in the scope or schedule.
- Feedback heard: The team's feedback on scope and schedules are considered by the steering team, but they still rely most on their own judgement.
- Project-driven: The project team presents scope and schedules, which are approved by steering team if they are realistic.
Programs and Projects
Does your change initiative have more than one constituent project? In other words, is it a program?
- No
- Yes
Sponsors
A Sponsor is usually a higher level manager who uses their influence and resources to forward the project. Pick one that best describes your program sponsor(s) behaviors
- Invisible. Who is the sponsor?
- Engaged. The sponsor shows up when needed.
- Enthusiastic. The sponsor supports the program at every opportunity
Global Meeting Management
Pick one that best describes your management of global meetings.
- Local time only: The project manager sets the time based on his/her location.
- Global time of key players: The project manager sets the time to accommodate key managers/sponsors around the globe.
- Asynchronous global: Meetings are recorded and absent members use tool like Slack to communicate.
Stakeholder
Stakeholders are the people affected by the change. Pick the item below that best describes your key stakeholder(s) attitude toward the change.
- Against the Program: Stakeholders perceive the program to be a major threat.
- Neutral: Stakeholders understand the benefits for the company but do not get what’s in it for them.
- Committed: Stakeholders understand the benefits & feel that the program is crucial for the success.
Number of Stakeholders
The number of stakeholders affects the amount of resources your need and the level of planning. How many stakeholders are there?
- Less than 100
- More than 100
Communications Plan
The communication plan covers how you will make the stakeholders aware of the change and why the change is important. Pick the item below that best describes your communication plan.
- None: What communications plan? At most the plan is a couple of a bullet points.
- Basic: There is a basic spreadsheet giving owners, dates, purposes, target stakeholders, and types of commmunication.
- Advanced: There is a comprehensive communication strategy and plan.
Training Plan
The training plan covers how stakeholders will acquire the skills they need to do the change. Pick the item that best describes your training plan.
- None: What training plan? The training plan is at most a bullet or two in the project plan.
- Basic: There is a basic training plan.
- Advanced: There is a comprehensive training plan.
Change Management Plan
The change management plan describes your entire set of activities for engaging leadership, collecting success metrics, and mobilizing change agent networks. In smaller projects, the change management plan might incorporate the communications and training plans. Pick the item below that best describes your org change management plan.
- None: What change management plan?
- Basic: There is one-page plan.
- Advanced: There is a comprehensive plan.
Change Management Awareness
Pick one that best describes your awareness of Change Management.
- None: I'm not really sure what it is.
- Basic: I have a basic idea of what it is.
- Advanced: I am highly skilled at it.
The next page will summarize your results, but if you would like to have them emailed to you and get a more detailed summary, please give your email address below. If you provide you email address, we will also offer a FREE 1/2 introductory coaching session.
This assessment is really geared for larger programs. You are welcome to take it (just switch your answer to Yes), but please keep that in mind.
For smaller programs, we usually recommend creating a design dialogue with the stakeholders to that you can create the change together. If you wish to give your email address, we will be glad to give you some additional FREE advice on how to deal with your situation.
Email Address
Note: Your email address will only be used by us to communicate with you. We do not distribute any client information to 3rd parties.