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.