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

Done?	Task
✓	Assess alignment with business goals
✓	Assess stakeholder buy-in
✓	Assess change readiness

Done?	Task
✓	Partner with the partner
✓	Define who is responsible for change management activities
✓	Define decision authority

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

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)

Done?	Task
✓	Teach the methodology
✓	Measure the adoption of the methodology

Done?	Task
✓	Create awareness of the project and coming changes
✓	Explain the limitations of non-production environments
✓	Explain cloud behavior and user experience

Done?	Task
✓	Monitor stakeholder sentiment
✓	Monitor risk areas and remove obstacles
✓	Create a training plan

Done?	Task
✓	Explain user acceptance testing (UAT)
✓	Use familiar data and day-in-the-life processes
✓	Set realistic performance expectations

Done?	Task
✓	Measure users' training experience
✓	Adapt to users' training experience
✓	Pay attention to high-risk user groups/processes

Done?	Task
✓	Ensure knowledge transfer to the support organization
✓	Train the support organization
✓	Support all Prepare phase activities

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

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.

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