Risk assessment template
This tool prompts the people planning a potential change to consider the various types of risk that may be encountered including Human, Project, Operational, Reputational, Technical, Financial, Natural, and Political
Tools
Environmental forces analysis
The environmental forces analysis is a comprehensive tool that helps groups and organizations consider the external forces that may ultimately impact their change initiative including Market conditions Customer demands Stakeholder needs Technologies Regulatory environment Availability of raw materials Once identified, they are able to determine how these factors are likely to shift going forward This …
SWOT worksheet
A SWOT analysis is a useful and simple planning tool that identifies the strengths, weaknesses, opportunities, and threats inherent in the change being undertaken It prompts consideration of both the positives and shortcomings of the current situation, which are used to identify the desired state and what is needed to achieve it
PESTEL analysis (one page)
PESTEL analysis is used to conduct a structured investigation of the external environment in which the organization (or change target) operates This involves consideration of the political, economic, social, technological, environmental (ecological), and legal environment as they pertain to the organization (or change target)
Communication objectives plan
This tool is used to help those planning change (or currently implementing a change) become more aware of potential viewpoints of various stakeholders/groups by mapping their attitudes and power levels in relation to the particular change It is a component of the Stakeholder Profile Document
Stakeholder profile document
Like the Stakeholder Mapping Document, this tool is used to help those planning change (or currently implementing a change) become more aware of potential viewpoints of various stakeholders/groups by mapping their attitudes and power levels in relation to the particular change The Stakeholder Profile Document includes a summary of the Stakeholder Map This tool gives …
Change scope analysis
Use this quick questionnaire at the beginning of your change initiative to determine what its scope is and whether you will need assistance from the change team
Gap analysis: Journey map
This tool guides the organization to clearly define the situation as it exists today and what the destination looks like from a holistic perspective It outlines the current state, possible transitions that may be needed, and the potential resulting state
Organizational change readiness assessment
The organizational change readiness assessment is an Excel-based survey that helps inventory an organization’s disposition towards change and its likelihood for a successful change initiative It investigates the way the organization is managing their current changes, their history of handling change, the culture and climate, as well as the change ability of the organization’s staff
Impact analysis
An impact analysis enables an organization to consistently describe the change initiative and its impact on all involved It provides a systematic analysis that considers the impact of a proposed change on: Processes and systems Skills, engagement & interactions Organizational structure Culture Importantly, it further outlines how these factors are likely to impact the way …