Standards 5.1 - Evaluate Change Impact and Organizational Readiness

Question 1

5.1 What is the purpose of Evaluate Change Impact?

Answer 1

Review the overall change and how it will impact theorganization.

Establish whether the organization is ready and able to adopt the proposed change

Question 2

5.1 What are the goals of the evaluation processes?

Answer 2

1. Define the change and why it must occur.
2. Develop and communicate a clear vision of the future state.
3. Determine the key stakeholders involved and who will be affected by the change.
4. Assess the organization’s culture, capacity, and readiness for change.
5. Assess whether change leaders understand and are committed to a change program.
6. Assess the risks and likelihood of success to identify potential actions that promote
   progress toward change.

Question 3

5.1.1 What is the purpose of Define the Change?

Answer 3

To discern and specify the change the organization intends to adopt to meet a strategic objective.

Question 4

5.1.1 What are the inputs and outputs of Define the Change?

Answer 4

Inputs
Business Case
Research
Charter
Strategic Plan
Success Measures

Outputs
Change Definition
Charter

Question 5

5.1.1 What are questions with Define the Change?

Answer 5

-Will the change be departmental or enterprise-wide?
-Will the change be people-, process-, or technology-oriented?
-Is the change part of or in conjunction with other changes happening in the organization?
-Will the change be considered transformational or incremental?
-How will the organization and its structure be affected by the change?

Question 6

5.1.2 What is the purpose of Determine Why the Change is Required?

Answer 6

To explain the current opportunity, risks or consequences, and benefits.

Develops the Case for change.

Question 7

5.1.2 What are the inputs and outputs of Determine Why the Change is Required?

Answer 7

Inputs
Business Case
Change Definition
Charter
Strategic Plan
Success Measures


Outputs
Business Case
Charter

Question 8

5.1.3 What are the inputs and outputs of Develop a Clear Vision of the Future State?

Answer 8

Inputs
Organization Vision, Mission,
Values
Business Case
Change Definition
Strategic Plan


Outputs
Change Objectives and Goals
Success Criteria and Measures

Question 9

5.1.3 What is the purpose of Develop a Clear Vision of the Future State?

Answer 9

To facilitate the development of the organization’s operating state after the change has been adopted.

Focuses on developing and describing a common direction for the future state so that stakeholders can envision it in operation and foresee the value of the future state.

Question 10

5.1.4 What is the purpose of Identify Goals, Objectives, and Success Criteria?

Answer 10

To provide tangible, concrete, measurable, and manageable goals that represent planned progress toward the adoption of the future state.

Question 11

5.1.4 What are the inputs and outputs of Identify Goals, Objectives, and Success Criteria?

Answer 11

Inputs
Business Case
Change Definition
Charter
Strategic Plan
Vision Statement


Outputs
Change Objectives and Goals
Success Criteria and Measures

Question 12

5.1.5 What is the purpose of Identify Sponsors Accountable for the Change?

Answer 12

To connect the change to its owners and determine accountability requirements.

Question 13

5.1.5 What are the inputs and outputs of Identify Goals, Objectives, and Success Criteria?

Answer 13

Inputs
Business Case
Change Definition
Charter
Strategic Plan
Vision Statement


Outputs
Change Objectives and Goals
Success Criteria and Measures

Question 14

5.1.6 What is the purpose of Identify Stakeholders Affected by the Change?

Answer 14

To identify stakeholder
attributes, such as level of influence, commitment, or rules, and determine the size, scope, and complexity of the change’s impact on key individuals and groups.

This process:
1) identifies those affected by the change and those with the ability to influence the outcome
2) should group stakeholders to facilitate organizational and individual change activities
3) should capture information regarding motivations, expectations, concerns, and attitudes toward the change

Question 15

5.1.6 What are the inputs and outputs of Identify Stakeholders Affected by the Change?

Answer 15

Inputs
Change Definition
Vision Statement
Current Organizational Charts and Profiles
Research
Charter


Outputs
Stakeholder Analysis

Question 16

5.1.7 What is the purpose of Assess the Change Impact?

Answer 16

To analyze how stakeholders will be impacted by the change and the change’s specific impact on people, processes, tools, organizational structure, roles, and technology.

This process:
1) identifying and categorizing who and what will be affected, assessing the degree of change occurring within these areas, and describing the change.

2) determines the size, scope, timing, and complexity of the change effort.

Question 17

5.1.7 What are the inputs and outputs of Identify Stakeholders Affected by the Change?

Answer 17

Inputs
-Change Definition
-Vision Statement
-Research
-Stakeholder Analysis

Outputs
-Change Impact Assessment

Question 18

5.1.8 What is the purpose of Assess Alignment of the Change with Organizational Strategic Objectives and Performance Measurement?

Answer 18

To anticipate the impact of the expected benefits on the organization’s strategic goals and objectives.

This process:
1) assesses where alignment and misalignment of objectives, targets, results, and performance measures occur between the future state and the current state.

2) identifies potential change obstacles and conflicts, as well as opportunities to manage or address them.

Question 19

5.1.8 What are the inputs and outputs of Assess Alignment of the Change with Organizational Strategic Objectives and Performance Measurement?

Answer 19

Inputs
-Strategic Plan
-Current Vision Statement
-Future State Vision Statement
-Risk Plan

Outputs
-Organizational Alignment Assessment
-Modifications to Organizational and -Enterprise Performance
-Targets (Goals and Objectives)
–Modifications to Strategic Plan
–Modification of Business Case
–Modification of Vision Statement

Question 20

5.1.8 What are the inputs and outputs of Assess Alignment of the Change with Organizational Strategic Objectives and Performance Measurement?

Answer 20

Inputs
Strategic Plan
Current Vision Statement
Future State Vision Statement
Risk Plan

Outputs
Organizational Alignment Assessment

Modifications to Organizational and Enterprise Performance
Targets (Goals and Objectives)

Modifications to Strategic Plan

Modification of Business Case

Modification of Vision Statement

Question 21

5.1.9 What is the purpose of Assess External Factors that May Affect Organizational Change?

Answer 21

To identify the customer, market, social, legal, economic, political, technological, and other factors
outside the organization that may influence stakeholder adoption of the future state.

This process:
1) used to determine external factors that will enable or constrain the change effort
and identify how those forces will influence the change approach.

2) used to guide and inform the development of the Change Management Strategy.

Question 22

5.1.9 What are the inputs and outputs of Assess External Factors that May Affect Organizational Change?

Answer 22

Inputs
Strategic Plan
Vision Statement
Business Case

Outputs
External Environment
Impact Assessment

Question 23

5.1.9 What are the inputs and outputs of Assess External Factors that May Affect Organizational Change?

Answer 23

Inputs
Strategic Plan
Vision Statement
Business Case

Outputs
External Environment
Impact Assessment

Question 24

5.1.10 What is the purpose of Assess Organization Culture(s) Related to the Change?

Answer 24

To identify the customer, market, social, legal, economic, political, technological, and other factors
outside the organization that may influence stakeholder adoption of the future state.

This process:
1) used to determine external factors that will enable or constrain the change effort
and identify how those forces will influence the change approach.

2) used to guide and inform the development of the Change Management Strategy.

Question 25

5.1.11 What is the purpose of Assess Organizational Capacity for Change?

Answer 25

To determine the ability of the
various stakeholders impacted by the change to adopt the change and move toward the
future state.

Question 26

5.1.11 Assess Organizational Capacity for Change. The capacity of an organization to adopt new changes is dependent on a variety of internal and external factors, including the organization’s:

Answer 26

-Operational ability to absorb change
-Volume of concurrent changes (currently occurring and planned)
-Ability to absorb additional change
-Historical experience with change, including changes perceived as positive and negative
-Change maturity, which is the extent to which the organization uses change or project management methodologies, techniques, and tools
-Economic, environmental, and political stability (external and internal)

Question 27

5.1.11 Assess Organizational Capacity for Change. Inputs and Outputs

Answer 27

Inputs
-Competency Assessment
-Culture Assessment
-Organization’s Historical Experience with Change
-Stakeholder Assessment
-External Environment Impact Assessment
-Change Impact Assessment
-Inventory of Change-Related Resources

Outputs
Organizational Change Capacity
Assessment

Question 28

5.1.11 Assess Organizational Capacity for Change. There are many methods and tools available to help the change management practitioner measure these factors, including

Answer 28

-Perform a cultural assessment
-Review change and project management maturity audits
-Audit lessons learned and change, project, and portfolio reports to gauge an organization’s current and planned changes and past record of adopting changes of similar magnitude
-Review independent reports on external and internal factors, including economy,
environment, and political conditions

Question 29

5.1.12 Explain the Assess Organizational Readiness for Change

Answer 29

To determine the organization’s preparedness for change activities.

Question 30

5.1.12 Explain the process of Assess Organizational Readiness for Change

Answer 30

Assesses
-the preparedness of the conditions, attitudes, and resources needed for a
change to happen successfully including organizational readiness elements, such as market factors, capacity, and saturation, which address key characteristics and attributes of the organization and the proposed change.
-the organization’s level of comprehension,
perceptions, and expectations of the change. It should identify gaps existing between the change leaders’ own skills, expectations, and attitudes, and the collective view of the organization.
-the organizational process changes and determine the level of understanding
and preparation of the organizational units for the transition.

Question 31

5.1.12 Assess Organizational Readiness for Change Inputs and Outputs

Answer 31

Inputs
-Change Objectives and Goals
-Culture Assessment
-Organizational Change Capacity Assessment
-Organizational Alignment Assessment
-Sponsorship Alignment Assessment
-Vision Statement
-Risk Assessment

Outputs
Organizational Change Readiness Assessment

Question 32

5.1.13 Explain Assess Communication Needs, Communication Channels, and Ability to Deliver Key Messages.

Answer 32

To determine the communication effort required to support the transition to the future state.

Question 33

5.1.13 Why Assess Communication Needs, Communication Channels, and Ability to Deliver Key Messages?

Answer 33

Used to define the communication needs of all stakeholders and focus on the
specific communication needs of individuals or groups of stakeholders.

Question 34

5.1.13 Assess Communication Needs, Communication Channels, and Ability to Deliver Key Messages Inputs and Outputs.

Answer 34

Inputs
-Change Objectives and Goals
-Culture Assessment
-Organizational Change Capacity Assessment
-Sponsorship Alignment Assessment
-Stakeholder Analysis
-Current Communication Channels, Tools, and Methods
-Vision Statement
-Risk Assessment

Outputs
Communication Needs Assessment

Question 35

5.1.14 Purpose of Assess Learning Capabilities

Answer 35

To determine the scale, magnitude, and complexity of the learning and development needed to ensure that the future state is successfully achieved

Question 36

5.1.14 Assess Learning Capabilities Inputs and Outputs

Answer 36

Inputs
–Stakeholder Analysis
–Change Impact Assessment
–Communication Needs Assessment
–Culture Assessment
–Organizational Change Capacity
–Assessment
–Organizational Alignment Assessment

Outputs
Learning Needs Assessment

Question 37

5.1.15 Purpose of Conduct Change Risks Assessment

Answer 37

To determine and anticipate the identifiable risks to the proposed change

Question 38

5.1.15 Conduct Change Risks Assessment - Example

Answer 38

Resistance of the stakeholders or lack of visible sponsorship from the leadership of the organization, but other possible risks that may affect the change should be considered.
[For example, the risk assessment might show a significant risk to successful implementation of the change unless certain stakeholders’ roles change.]

Question 39

Conduct Change Risks Assessment - Inputs & Outputs

Answer 39

Inputs
-Stakeholder Analysis
-Change Impact Assessment
-Culture Assessment
-Organizational ChangeCapacity Assessment

Outputs
Change Risks Assessment
Risk Register