Change management checklist
Assessing business process change
Done? | Task |
---|---|
✓ | Define what changes |
✓ | Determine what users or user groups are affected |
✓ | Avoid single-point-of-failure scenarios |
Project goals and readiness
Done? | Task |
---|---|
✓ | Assess alignment with business goals |
✓ | Assess stakeholder buy-in |
✓ | Assess change readiness |
Project organization
Done? | Task |
---|---|
✓ | Partner with the partner |
✓ | Define who is responsible for change management activities |
✓ | Define decision authority |
Solution overview
Done? | Task |
---|---|
✓ | Establish solution guiding principles |
✓ | Establish a mutual understanding of project scope |
✓ | Define and follow a change request procedure |
✓ | Explain limitations of demos or proofs of concept (POCs) |
✓ | Take note of challenges identified during presales |
Project plan
Done? | Task |
---|---|
✓ | Create a communication plan |
✓ | Create a sponsor roadmap |
✓ | Create a coaching plan |
✓ | Create a resistance management plan |
✓ | Perform a solution blueprint review (SBR) |
Setting the ground rules
Done? | Task |
---|---|
✓ | Teach the methodology |
✓ | Measure the adoption of the methodology |
Managing expectations
Done? | Task |
---|---|
✓ | Create awareness of the project and coming changes |
✓ | Explain the limitations of non-production environments |
✓ | Explain cloud behavior and user experience |
Progress, obstacles, and planning
Done? | Task |
---|---|
✓ | Monitor stakeholder sentiment |
✓ | Monitor risk areas and remove obstacles |
✓ | Create a training plan |
Testing the solution
Done? | Task |
---|---|
✓ | Explain user acceptance testing (UAT) |
✓ | Use familiar data and day-in-the-life processes |
✓ | Set realistic performance expectations |
Getting ready
Done? | Task |
---|---|
✓ | Measure users' training experience |
✓ | Adapt to users' training experience |
✓ | Pay attention to high-risk user groups/processes |
Transition and handover
Done? | Task |
---|---|
✓ | Ensure knowledge transfer to the support organization |
✓ | Train the support organization |
✓ | Support all Prepare phase activities |
Reinforcing change
Done? | Task |
---|---|
✓ | Measure adoption and use |
✓ | Implement rewards and corrective actions |
✓ | Break down common technology barriers |
✓ | Break down people and process barriers |
✓ | Take the chance out of change |
Next steps
- Review the change management overview.
- Understand where to get started by assessing business process change.
- Learn about the importance of project goals and readiness.
- Find ways to affect change by understanding the project organization.
- Learn ways to do proper assessment and solution overview.
- Incorporate change management activities into the project plan.
- Understand the importance of setting the ground rules.
- Review key challenges for managing expectations.
- Understand key elements of change management: progress, obstacles, and planning.
- Understand how change management can affect testing of the solution.
- Understand timing and focus in getting ready to deploy.
- Set the stage for proper transition and handover.
- Read the case study to understand the positive impact of proper change management practice.
Σχόλια
https://aka.ms/ContentUserFeedback.
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