Change is accelerating. Your ability to navigate transformation isn't just a competitive advantage—it's a business survival skill.Are you looking for a comprehensive change management checklist that can transform how your organization approaches change? Our expert-developed checklist breaks down the critical elements that separate successful transformations from costly failures.
Why You Need a Robust Change Management Checklist
A comprehensive change management checklist is more than a to-do list—it's your strategic roadmap for successful organizational transformation. Our research-backed checklist provides the critical framework you need to:
Minimize resistanceAccelerate adoptionEnsure p...
Understanding Organizational Change Management Strategies
At Prosci, organizational change management goes beyond systems and technology—it’s about people. While "change management" may be defined differently across industries, our focus is always on the people side of change. For individuals, this means guiding them through personal transitions with structured frameworks, helping them adapt to change with clarity and confidence. At the organizational level, these efforts are scaled to ensure teams and departments can adopt and sustain new working methods. Whether you’re managing a new system, improving processes, or driving large-scale initiatives, success depends on preparing, equipping, and supporting people. Understanding individual and organizational change is essential to achieving your project’s goals and ensuring lasting success. What is (OCM) Organizational Change Management? OCM, otherwise known as Organizational change management is a structured approach for preparing, equipping, and enabling people to adopt and use change effectively in their daily work. By prioritizing the people side of change, organizations can turn potential disruptions into opportunities for growth. For example, consider a new software implementation: organizational change management involves clear communication about the benefits, hands-on training sessions for employees, and ongoing support to address challenges as they arise. Or consider a shift in company culture: change management might include leadership modeling desired behaviors, workshops to build new mindsets, and recognition programs that celebrate early adopters. When applied early in the change process, a structured change management methodology builds stronger teams, fosters collaboration, and creates a culture that thrives on continuous improvement. With the right strategies, challenges become catalysts for innovation, and obstacles transform into pathways for long-term success. An effective change management strategy supports individuals through change and lays the foundation for sustainable growth, positioning the organization to achieve its desired outcomes and maintain momentum into the future. The People Side of Organizational Change The heart of any successful transformation is the people who bring those changes to life. At its core, the people side of organizational change is about understanding and addressing the emotions, motivations, and concerns that individuals experience when faced with change. However, identifying emotions and motivations is just the first step. Organizations can drive people-centered change by combining this understanding with an individual change management model, like the Prosci ADKAR® Model. ADKAR focuses on building Awareness, Desire, Knowledge, Ability and Reinforcement at the individual level, ensuring that each person is prepared and supported through the transition. The Prosci Methodology offers an organization-wide, people-centered change management framework to amplify and scale change across teams and entire cultures. This is achieved through the Prosci 3-Phase Process and the Prosci Change Triangle (PCT) Model, which enable leaders to align individual efforts with broader organizational goals. Understanding the human side of change means appreciating that each person’s journey is unique. Some may eagerly embrace new possibilities, while others may feel uncertain or overwhelmed. The Prosci Methodology supports the technical aspects of a project and centers on the human experience, ensuring individuals and organizations are set up for lasting success. When we focus on people, we set the stage for lasting success. But the impact of effective change management extends beyond individual engagement. The Value of Organizational Change Management Organizational change management aligns closely with both short-term goals and long-term strategic objectives. It helps organizations not only meet immediate project targets but also fosters a culture of adaptability and resilience. By integrating change management into your strategic planning, you ensure that each change initiative contributes to the broader vision and objectives of the company, enhancing overall business performance. But why should you care about the people side of change? Because if you’re a business leader, project manager, or member of a project team, you want your organizational initiatives to succeed. Missed milestones, poor adoption, rework and negative perceptions put your project at risk. Prosci research shows a direct correlation between applying excellent organizational change management to projects and being: 65% more likely to stay on schedule 71% more likely to stay on budget 88% more likely to meet objectives This all adds up to achieving your target return on investment (ROI) for your change initiatives. Our data also shows that companies with excellent organizational change management are seven times more likely to achieve their desired outcomes. Correlation of Change Management Effectiveness with Meeting Objectives Effective organizational change management involves implementing processes and frameworks to overcome knowledge gaps and barriers to change at the individual, team and company levels. The Prosci Change Triangle (PCT) Model is a key example of a structured change management model that drives change across all levels. It focuses on four critical aspects of successful change—Success, Leadership/Sponsorship, Project Management and Change Management—and how they relate to promoting project health. The PCT Model ensures a holistic approach and framework for success by bringing clarity and alignment to a project or initiative. It also enables you to measure progress and proactively identify areas for improvement over time. And with Success at the model's center, it emphasizes the importance of defining clear objectives and organizational benefits, especially for your senior leaders who must provide the necessary resources and direction. Successful change management practices also create a ripple effect within an organization, promoting continuous learning and innovation. When change is managed effectively, it leads to stronger team cohesion, higher employee engagement, and a more agile organization capable of responding to market shifts and evolving business needs. This alignment with business outcomes transforms change management from a one-time effort into a sustainable practice that drives long-term growth and success. 3 Levels of Change Management Now that you understand what organizational change management is and some of the value it brings to projects and initiatives, let’s break it down into its basic applications. Change management happens on three levels: the individual level, project or initiative level, and enterprise level. Although they are interrelated, each level has a distinct focus. 1. Change management for individuals All change happens at the individual level. To manage change effectively, we need to understand how people experience change and what support they require to transition successfully. What messages do people need to hear? When should messages be sent, and who should they come from? When is the optimal time to teach someone a new skill? How do you coach people to adopt new behaviors? And what will make the changes “stick”? One of the biggest challenges individuals face during large-scale change initiatives is resistance to change. Prosci’s research highlights that the most common reason for resistance is not fear of change itself but rather a lack of awareness about why the change is necessary. It’s crucial to focus on resistance prevention to eliminate or mitigate the potential for resistance behaviors before they can occur. This means proactively involving employees in the change process by seeking out and addressing their concerns early on and fostering open communication. Planning for and creating an environment where people feel heard and involved in the change process can significantly reduce resistance. Including people in the change, addressing the root causes of barriers, and addressing potential barriers before they escalate are key strategies for resistance prevention. The Prosci ADKAR Model can help to understand and guide individuals through change. It is one of the most widely used change management models for individuals in the world. ADKAR is an acronym for Awareness, Desire, Knowledge, Ability and Reinforcement. An individual must achieve each of these five elements to move through the individual change process successfully: The Prosci ADKAR Model Our ADKAR Model is a useful framework for supporting personal changes (e.g., quitting smoking) as well as organizational changes (e.g., implementing a new business process). 2. Change management for organizational projects and initiatives Project-level change management is what change management professionals usually mean when we use the term “organizational change management” or simply "change management." The intent is to improve adoption and usage of projects or initiatives within an organization. While all change happens at the individual level, project teams find it impractical to manage project-level changes and initiatives on a person-by-person basis. Project-level change management bridges this gap by providing the process, actions and tactics to support the dozens, hundreds or even thousands of individuals impacted by a project or initiative. At the project level (or organizational level), we manage change by: Identifying the employees and groups who need to adopt a change Understanding the adjustments impacted people and groups will need to make to their daily work Creating and supporting the execution of a customized plan to ensure that impacted employees receive the information, coaching, training and support to adopt and use the change effectively One of the most powerful change management tools for scaling these efforts is the Prosci 3-Phase Process. This process helps businesses effectively manage the adoption of changes across teams, departments, or even the organization as a whole by providing a structured approach. The three phases—Phase 1 – Prepare Approach, Phase 2 – Manage Change, and Phase 3 – Sustain Outcomes—guide project teams through planning, implementing, and reinforcing change. This structured process ensures that each step of the change journey is addressed strategically, increasing the likelihood of successful adoption and sustained use of new solutions. Note that project-level change management complements project management or solution development approaches. Project management (the technical side of change) designs, develops and delivers the solution that solves a problem or addresses an opportunity for the organization. Change management (the people side of change) ensures that people effectively engage, adopt and use your project’s solution. Unified Value Proposition of Organizational Change Management 3. Enterprise change management Finally, enterprise change management is an organizational competency or area of strength. Like other organizational competencies, it can’t be achieved overnight. To be clear, enterprise change competency is not about applying change management to an enterprise-wide initiative or even to multiple initiatives across an enterprise. Instead, enterprise change management weaves change management into the fabric of the organization: The organization consistently applies change management to initiatives. The organization embeds change management into roles, structures, processes, projects and leadership competencies Leaders and people managers have the training and skills needed to guide their teams through change Employees know what to ask for to be successful during change Organizations that develop enterprise change competency are more agile—they respond quickly to market changes, embrace strategic initiatives, and adopt technologies with less productivity impact. They make effectively adopting changes a key part of the way they do business. And when done well, enterprise change management provides a competitive advantage. Organizational Change Management in Action The Prosci Methodology aligns change management efforts with strategic goals by focusing on the people side of change. It emphasizes individual adoption, which is crucial for achieving business objectives. With a structured yet adaptable approach, our methodology ensures that change initiatives are tailored to support organizational strategies. Grounded in over 25 years of research, it integrates proven practices to help organizations drive lasting success while staying aligned with their broader strategic aims. The Prosci Methodology However, effective organizational change management goes beyond theory—it's about real-world application. Businesses across industries have applied the Prosci Methodology to their change management practices, successfully navigating challenges and driving sustainable transformation. Here are some examples of successful change where Prosci has helped organizations thrive: A global pharmaceutical company faced significant post-merger integration challenges. By using our ADKAR Model metrics as a foundation, they removed obstacles that can cause resistance and streamlined operations, ensuring a smooth transition. This approach highlights the power of aligning change management with an organization's specific culture and values to achieve positive outcomes. In the healthcare sector, a major hospital system implemented a new enterprise resource planning (ERP) system across 11 hospitals. By strategically aligning change management with the hospital's core value of caring for people, they effectively supported staff during this significant transition, leading to smoother adoption and more efficient operations. A state government transportation department successfully tackled funding shortages and growing transportation demands by applying comprehensive change management to business process improvements. By focusing on internal growth and employee engagement, they overcame change fatigue and achieved widespread adoption of new processes. In the high-tech security industry, a company undergoing major restructuring formed a change network that shifted focus from HR-driven change to business process integration. This innovative approach led to a cohesive transformation, embedding change management principles into the organization’s training curriculum and operational strategy. By utilizing structured approaches like our ADKAR Model and the Prosci Methodology, businesses can scale their change efforts to ensure successful adoption across teams, departments, and entire organizations. These proven strategies empower companies to build adaptability, resilience, and long-term success. Thriving Through Organizational Change All change happens one person at a time, whether at the individual level, project level or as an enterprise change competency. Understanding what change management is gives you a glimpse into the discipline, but there is so much more to know about the people side of change. To truly understand why change management practices are so important, we encourage you to keep exploring and learning. Change is complex, global, and ever-present today—and effective change management helps you and your organization grow stronger from it.
Metrics for Measuring Change Management
Change practitioners are increasingly expected to measure the contribution of their change management activities to achieving success on projects. If you aren’t doing so, you should start. Why? Prosci research shows a strong correlation between measuring compliance and overall performance with meeting and exceeding project objectives. Prosci asked participants in the 12th Edition of Prosci’s Best Practices in Change Management research, "Did you measure compliance with the change and your overall performance in meeting project objectives?” and 63% agreed or strongly agreed with the statement. Of those who measured compliance of overall performance, 76% met or exceeded project objectives. In contrast, only 24% of the respondents who did not measure compliance and overall performance met or exceeded objectives. What to Know Before Measuring Change Management Effectiveness Having a common definition of success for your project or initiative is a critical prerequisite to measuring change management effectiveness. Defining success takes place at project initiation or earlier, and includes identifying the project’s objectives (what the project will achieve) and the organizational benefits (what the organization will gain). "40% of respondents in our research identified the lack of alignment on goals and objectives as the main reason change success was not defined for their change projects." As a first step, you should engage your key stakeholders—including your primary sponsor, senior leaders of the impacted groups, subject matter experts, and the project manager—in co-creating a shared definition of success for your project. This effort may require you to identify and facilitate any misalignment that exists among the key stakeholders. According to our research, one of the major obstacles to defining change success at a detailed level is difficulty identifying appropriate KPI’s (reported by 29% of respondents). If you anticipate or are experiencing this obstacle on your project, you can: Encourage project sponsors and the project team to clearly define success criteria early on, whether for a traditional sequential project or an iterative project (e.g., sprints or releases) Advocate for a definition of success that extends beyond technical implementation to include measuring adoption and use of the change by impacted individuals and groups Introduce “people side” metrics early in the project when technical installation metrics are being defined Limit the number of change success metrics for the project to a few simple, trackable metrics Once you agree on a definition of success for your project, the second step is to engage your key stakeholders in identifying the key performance indicators (KPIs) for measuring the effectiveness of your change management plans and activities. The next step is to establish a regular cadence of monitoring progress. This means tracking the KPIs throughout the project lifecycle, analyzing the results, and identifying and taking adaptive actions. "During the early stage of your change, be sure to present a case for the resources you will need to measure progress over time. You can do this by linking effective adoption and usage to project results and outcomes, including ROI. How much of the project’s expected ROI depends on adoption and usage?" 3 Levels of Performance Metrics for Change Management Projects Measuring and monitoring effectiveness at three levels of performance—organizational performance, individual performance, and change management performance—enables you to create clarity and alignment on what your change aims to deliver. The three levels are interdependent and collectively provide a holistic framework for measuring overall performance. 1. Change management performance How well did we do change management? This is the plain language question we need to answer to measure change management performance. When we do change management effectively, we prepare, equip and support people to be able to adopt and proficiently use a change in their work. The metrics for this level of performance measure the completion, execution and effectiveness of the application of the Prosci Methodology. The change practitioner is primarily accountable for achieving the change management performance metrics. The metrics are typically activity-oriented and could include: Completeness of the definition of change success Completeness of the change management strategy Tracking progress in executing the change management strategy Completeness of the master change management plan Tracking progress of activating the core roles (primary sponsor, sponsor coalition members, and people managers) Tracking progress to plan for executing change management plans and activities Completeness of the change management closeout Preparing and activating sustainment roles Tracking progress to plan for executing sustainment plan Execution of transferring knowledge and assets to the group responsible for sustaining the change 2. Individual performance How effectively did impacted individuals adopt and use the change? This is the plain language question we answer when we measure individual performance. When we achieve a critical mass of people adopting and using the change proficiently, we begin to realize organizational benefits. Measurement involves assessing individual and group progress in transitioning through the five elements of the ADKAR Model (Awareness, Desire, Knowledge, Ability and Reinforcement). Because the individual is the unit of change, measuring the progress of individual transitions is a leading indicator of the potential for adoption and use of a change. When individuals and groups achieve Ability, we can start to measure outcomes, i.e., how effectively they are adopting and using the change in their work. We measure the outcomes by assessing three human factors: Speed of adoption of the change (how quickly) Ultimate utilization of the change (how many) Proficiency in applying the change (how well) The specific metrics you select for each of these three human factors will depend on the type of change you are implementing and the industry. People managers are primarily accountable for ensuring the achievement of individual performance metrics. Some examples of specific metrics or methods for measuring each of the three human factors include: Speed of adoption Time required for employees to learn and apply new skills during and after training Number of people using the new system at go-live, 10 days after go-live, 30 days after go-live, etc. Tracking frequency of use, number of users, number of website visits, etc. Ultimate utilization Measuring compliance with using a new business process through process audits Tracking use of a new system post-implementation by comparing the number of employees using the system to the total number of employees impacted by the change Estimating ultimate utilization by observing and monitoring employees working post-implementation Proficiency Comparing work performance post-implementation against established KPIs Tracking the number of issues reported to support groups and help desks Conducting “show me” testing that requires employees to demonstrate their level of proficiency 3. Organizational performance Did the initiative deliver what was expected? This is the plain language question we answer when we measure organizational performance. Success is defined as meeting or exceeding project objectives and realizing organizational benefits that are sustained over time. The primary sponsor is accountable for clearly identifying the definition of success for the change and ensuring that the project objectives and organizational benefits are achieved. The change practitioner extracts and packages the definition of success by asking great questions of the key stakeholders and ensuring that the stakeholders are aligned with the definition of success. The project manager is responsible for ensuring that the project objectives are defined and refined, as required, over the project lifecycle. They are also responsible for establishing and tracking KPIs that are specific to the type of change being implemented. Change practitioners use the Prosci Change Triangle (PCT) Assessment to measure project health over the project lifecycle. Project health is a leading indicator of the potential for meeting or exceeding project objectives and realizing organizational benefits. Change Management Metrics and Measurement As the discipline of change management continues to evolve, the ability to clearly define success and measure results and outcomes on change projects are increasingly important skills for change practitioners to develop. You can learn more about how to measure the effectiveness of change management on a real project from your organization by attending the Prosci Change Management Certification Program.
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Does Your Project Need a Change Agent Network?
Are you managing a change project or initiative, and struggling to engage impacted individuals and groups in the change process? If you answered “yes,” your change might benefit from establishing a change agent network. Change agent networks can enable you to engage impacted individuals more effectively in the change management process and achieve higher success rates for your change projects by doing so. But what exactly are change agent networks responsible for? Does your project require one? Here’s how a change agent network can support your efforts to prepare, equip and support impacted people to adopt and use a change. What is a Change Agent Network? A change agent network is a group of individuals who extend the reach, influence and efforts of change leaders (primary sponsor, sponsor coalition members, and people managers) and the change management practitioner. Change agent network members may have a range of titles, including change champions, change ambassadors and change advocates. Why use a change agent network? In Prosci’s latest research, respondents who said they employed formal change agent networks reported higher levels of success. Those organizations that deployed a change agent network met or exceeded project objectives 50% of the time, as compared to 41% for those that did not use a change agent network. Why would you need a change agent network for your project or initiative? Here are some common reasons why a change agent network might be beneficial: Extend project support to expedite a change Make more efficient use of resources to extend the scope and reach of a change to geographical regions across an organization Enhance communication by increasing the flow of information across an organization Align change objectives at all organizational levels Increase growth of individual change management abilities Build credibility for a change through peer-to-peer engagement Boost ownership of the change through increased engagement of impacted groups in Change Management The primary role of the members of a change agent network is to augment and support the efforts of change leaders and change practitioners to ensure that a change is adopted, used, and delivers the desired outcomes for the organization. Our research shows that change agents are most often responsible for communicating about the change, followed by training others and providing implementation support, leading and role modeling the change, and generally supporting change management activities. The criteria for selecting change agents should include an evaluation of their level of influence and credibility with their peers, communication skills, organizational knowledge and subject matter expertise. Create “I-by” statements for the change agent role When defining the role of change agents for your unique project or initiative, creating tailored “I-by” statements can be helpful for establishing a common understanding of the role and explain the role to others. The format for an I-by statement is: “I, (role), contribute to adoption and usage by (doing what).” For example, if you are deploying a change agent network to enable two-way communications about the change between the project team and people in the organization, the I-by statement would look something like this: “I, change agent network member, contribute to adoption and usage by representing the voice of end users to the project team and communicating key messages about the change to employees in a timely manner.” How to Build a Change Agent Network The Prosci 3-Phase Process begins with Phase 1 – Prepare Approach. The purpose of this phase is to position the change for success by developing a customized and scaled strategy with the necessary sponsorship and commitment. During this phase, you identify the required roles to support success for your change and document the roles by developing a role roster. As you are building your role roster, you should determine if a change agent network is required. Review the previous list of reasons for using a change agent network and determine if any apply to your change. For example, if there is a history of poorly managed change in your organization due lack of engagement of impacted groups in the design of the change and/or the change process, a change agent network will boost ownership of your change by providing increased opportunities for engagement. The action steps to build a change agent network include: 1. Gain support from your primary sponsor to build a change agent network Develop a business case for building a change agent network and use it to obtain the support of your primary sponsor. A compelling business case should include an explanation of the benefits of building a change agent network, a definition of the change agent role, the number of change agents required from the impacted groups and an estimate of the time commitment involved. The business case should also define a process for selecting the change agents and the selection criteria they should meet. 2. Select change agents for the network Engage change leaders to select the change agents who will represent the impacted groups that fall within the leaders’ areas of responsibility. In addition to being willing to take on the change agent role, candidates should be credible, influential, and respected by the impacted people they will support. They should also have a good understanding of the function of the impacted group they are representing. 3. Build the change agents’ Awareness and Desire for the change A prerequisite for change agents to fulfill their role is that they have Awareness of the need for the change and a Desire to participate and support the change themselves. You should confirm that they do not have barrier points at Awareness or Desire before proceeding to the next step. The Prosci ADKAR Model 4. Activate and enable the change agents to fulfill their role Provide change management training and ongoing coaching to the change agents to enable them to develop the Knowledge and Ability they need to effectively fulfill their role. 5. Involve change agents throughout the change process Involve change agents in augmenting and supporting the work of the project and change management teams. Provide ongoing direction by holding regular meetings with the change agents to ensure alignment with the project objectives, foster two-way communications, gather feedback on progress, and identify the need to take adaptive actions to ensure change success. 6. Engage change agents in a lessons-learned assessment Following the completion of a change, obtain feedback and suggestions from the change agents when conducting the lessons-learned assessment. Ask for input not only on how the change was managed, but also on the formation and operation of the change agent network. This information can be extremely helpful when building change agent networks for future projects. Elevate Change Success With Change Agent Networks Change agent networks can be a powerful and effective tool for implementing your change management strategy and plans. By deploying the right network of willing, capable and influential people with a clear role and responsibilities, you can increase the probability that your change will meet or exceed project objectives and realize organizational benefits.
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