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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