Archived Articles

Side-Navigation Structure

This side-navigation structure below was redesigned in the Proxima Release 2022.2.

Define Success:

Assessments and activities that help a change practitioner answer the question, "What are we trying to achieve?"

PCT Assessment (Initial/Current): Complete an initial PCT or view most current completed PCT assessment
4 P's: Template for project overview
Value of CM: Template for capturing why CM is needed for project

Define Impact:

Assessments and activities that help a change practitioner answer the question, "Who has to do their jobs differently and how?"

Define Impacted Groups: Template for listing impacted groups and capturing group information
Assess Parent Impacted Groups (Optional): Change Impact Assessment for Parent Impacted Groups.
Assess Impacted Groups: Assessments to help determine the impact to individuals/groups including the Change Impact assessment (Yesterday-Tomorrow, Degree of Impact), ADKAR assessments and Risk assessments by Group.

Define Approach:

Assessments and activities that help a change practitioner answer the question, "What will it take to achieve success?"

Risk Assessment (Overall/Initial): Assessment to determine the overall risk
Anticipated Resistance: Template for Anticipated Resistance of Impacted Groups
Resources and Governance: Template for Governance structure and budget
Role Rosters: Template for creating Role Rosters (Core, Extend, Sponsor Coalition)
Roadmap: Template for key project dates and ADKAR milestones

Plan and Act:

Assessments and activities that help a change practitioner answer the question, "What will we do to prepare, equip and support people?"

ADKAR Blueprint (Overall): Template for foundational ADKAR activities for the Overall Change and all impacted groups
ADKAR Blueprint by Group: Template for ADKAR activities for impacted groups - includes activities from the overall blueprint
Core Plans: Templates to create activities for Core Plans - set as Sponsor Plan, People Manager Plan, Communications Plan and Training Plan
Extend Plans: Templates to create Extend Plans and add required activities
All Activities: Template that provides view of all activities created

Track Performance:

Assessments and reports that help a change practitioner answer the question, "How are we doing?"

Tracking Calendar (View Only): Static calendar view of key dates and activities
PCT Assessments (Organizational Performance): Create and complete additional PCT assessments to track throughout the life of the project
Progress Reports (CM Performance): Progress reports for Blueprints and Plans

Project Settings:

Details: Project information, exports and settings to delete or leave a project
Collaboration: Collaborate by adding other Proxima users to the project or creating public links to share project information

Parent Impacted Groups

This feature was sunset on October 13th in the Proxima Release 2022.2 For information on how this impacted Proxima data, see here.

If you have groups which are being impacted similarly by the change, you may choose to create Parent Impacted Group(s). This allows for you to organize similarly impacted groups and complete a single [Change Impact Assessment] that can be linked to those groups.

How do I create a Parent Impacted Group?

Under the [Define Impacted Groups] section, at the top of the page you will see a box titled [Parent Impacted Groups (Optional].

Start by identifying a categories (examples may include location, function, division, or roles) and then add one or more Parent Impacted Groups under those categories:

To add a new parent category and group, click on the [+] button next the the section title, opening a form and add a Category type (i.e. location, function, division, roles, etc.)
Then add the name/label of Parent Impacted Group (s) that belong to that Category in the text box and click [Enter]
Note: You must click [Enter] to add the group. If you click [Save] before clicking [Enter] it will not add the group. You can add one or more Parent Impacted Groups under a category - enter the name, click [Enter], repeat.
Once you have finished adding the Parent Impacted Groups, click [Save] close the pop-out box, or click [Save and Create Another] to save and create a new Category with Parent Impacted Groups.

How do I edit or delete my Parent Impacted Group?

You can edit or delete Parent Impacted Group(s) by clicking on the 'pop-out' icon (hover over the Category name and click on the icon under the [X]). To delete a Category, click on the [X] icon next to the name in the form.

How do I assess Parent Impacted Groups?

Once you have created your Parent Impacted Groups under the [Define Impacted Groups] section, you can complete a [Change Impact Assessment] under the [Assess Change Impact - Impacted Groups] section.

Once you have completed a Change Impact Assessment for the Parent Impacted Group, you can link the answers to Impacted Groups that fall under the Parent Group.

Why can't I edit the Change Impact Assessment under my Impacted Groups?

If you used the [Link to Parent] feature, importing the Change Impact Assessment responses to an Impacted Group assessment, you can only edit the assessment under the Assess Parent Impacted Groups section.

You can remove the link by clicking the [Link to Parent] under the Change Impact Assessment and click the [Remove Link] option. This will remove the link, allowing you to make edits under the assessment.

I clicked on [Assess Parent Impacted Groups] and the page is blank, why?

Before you can assess your Parent Impacted Groups, you first need to create them under [Define Impacted Groups].

At the top of the [Define Impacted Groups] page, you will see a heading [Parent Impacted Groups (Optional]. Click [v] icon in the top-right corner to expand the section and begin creating Parent Groups.
For more information an creating Parent Impacted Groups see the section above "How do I create a Parent Impacted Group?"

Core Plans

Practitioners may determine additional plans required to support the impacted groups and individuals through the change. In Proxima, under Plan and Act, users can take already created activities from the ADKAR Blueprints or All Activities sections and easily assign them to different Core or Extend Plans, or create new activities directly in the activity tables of the Plans.

For information on adding, editing, deleting and formatting data in your Core and Extend Plans, reference the Activity Tables General FAQs article here.

Table of Contents:

Difference between Core and Extend Plans

Editing plan names

Adding activities

Creating Extend Plans

All Activities Page

Sorting activities

What is the difference between Core and Extend Plans?

The Core Plans in Proxima are specific, high-value plans recommended for most change initiatives, designed to be scalable and flexible to your situation, and are role and activity based:

Role Core Plans:
- Sponsor Plan
- People Manager Plan
Activity Core Plans:
- Communications Plan
- Training Plan

Extend Plans are the potential additional plans you may decide to include to address issues that are unique to your change. In Proxima, you can create and build Extend Plan types specific to your change. See the "How do I create Extend Plans?" section below for how.

Can I change the names of my Core Plans?

No. The four [Core Plans] are fixed in Proxima. If you need to create a new plan or change the name, you can do so by creating a custom plan type under [Extend Plans]. See the "How do I create Extend Plans?" section below for how.

How do I add activities? (Core and Extend Plans)

For information on adding activities to your plans, see here.

Note: Activities created in the ADKAR Blueprints will transfer to the Core and Extend Plan pages and show at the bottom of the page under a section called [Unassigned Activities]

From there, you can assign activities to specific plans. Once you assign it, it will be removed from the [Unassigned Activities] section and will appear on the plan(s) it has been assigned to.

How do I create Extend Plans?

Go to the [Extend Plans] page
In the top right corner, click on the [Build Extend Plan Type(s)] button.
Add the [Plan Name (Type)] and click the [Enter] button to add the plan. You can add multiple plan types by repeating the this step.
Once you have the plans added, click [Save] which will add the Plans to the table and you can begin adding activities to the plan(s) or assign [Unassigned Activities] to the different Extend Plans.

What information is on the All Activities Page?

This view provides a complete view of all Activities created in the various Plan and Act sections (ADKAR Blueprint(s) and Plans).
New activities can be added/created here and any activities that have been created elsewhere will show here.
Edits to activities made on this page will show up on all pages in the Plan and Act sections.

How do I sort the activities on my plans?

Hover over the column headers. If sorting is enabled for that field you will see an "up/down arrow" icon appear. Sorting is enabled on the following fields: Activity Name, Start Date, End Date, and Status.
Click on the icon and it will sort ascending. Click it a second time and it will sort descending. Click it a third time and the sort will be removed.

You can also sort using 'click and drag':

Hover to the left of the [Activity Name]
A hand over a dotted grid icon will appear.
Click and drag to move the item.

Note: Sorting does not persist from page to page. So, if you a leave a page and come back, your sort will no longer be applied.

For more information on formatting the activity tables, see here.