Change Portfolio Toolkit

Product Type: Hard-copy toolkit

With more changes happening than ever before, a proactive approach for managing the portfolio changes in your division or enterprise is critical. The Change Portfolio Toolkit gives you a process and suite of tools for documenting changes, identifying risk, and proactively managing your change portfolio. 

Availability: Open


The Change Portfolio Toolkit is an advanced resource for change leaders who are managing a portfolio of changes and projects. Use the Portfolio Toolkit to map current and future change initiatives in order to identify overlapping milestones and collision points. Use assessments to identify highly-impacted groups and build heat maps for easily spotting organizational change saturation. By understanding the portfolio of changes, you can make decisions that mitigate risk and improve the likelihood of success for the changes in your portfolio.

The Change Portfolio Toolkit guides you through a five step process:

  1. Identify
    • Scope the portfolio
    • Identify changes
    • Identify groups
  2. Investigate
    • Change details
    • Change assessments
    • Groups impacted
  3. Analyze
    • Heat maps
    • Plots
    • Portfolio dashboard
  4. Act
    • Identifying risks
    • Presenting portfolio
    • Acting on the portfolio
  5. Monitor, Manage and Control

The Change Portfolio Toolkit comes as a hardcopy toolkit and a CD that includes digital versions of all templates and assessments.