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Evaluating A Change Management Proposal

This proposal outlines a methodology for assessing change management proposals with 9 key elements: 1) describing the current situation and problem, 2) asking strategic change questions, 3) outlining the proposed approach, 4) detailing the methodology with activities and outputs, 5) presenting deliverables and benefits, 6) providing success case studies, 7) identifying the project team, 8) including a project plan with reviews, and 9) leveraging existing and building new knowledge throughout the process.

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PranoyCH
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58 views3 pages

Evaluating A Change Management Proposal

This proposal outlines a methodology for assessing change management proposals with 9 key elements: 1) describing the current situation and problem, 2) asking strategic change questions, 3) outlining the proposed approach, 4) detailing the methodology with activities and outputs, 5) presenting deliverables and benefits, 6) providing success case studies, 7) identifying the project team, 8) including a project plan with reviews, and 9) leveraging existing and building new knowledge throughout the process.

Uploaded by

PranoyCH
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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How to Assess a Change Management Proposal

Current
Leveraging Situation
Knowledge
and Building 1
Change
New Questions
Knowledge
2
9

Project Plan Approach


including 3
reviews Proposal
8

Project
Team Methodology
7 4

Success
Case Deliverables,
Studies
6 Benefits
5

1. Current Situation
● What is the business and organizational context?
● What was the problem? Why is the problem a big deal? How did the problem emerge
from the past?
● How does the problem affect business/ competitiveness/growth?
● Why it is difficult to address the problem?
● What will we lose if we do not address the problem?
● What will we gain if we address the problem?

2. Change Questions

● Are the change questions strategic?


● Do the change questions connect the dots?
● Do the change questions reflect the dilemma of the organization?
● Do the change questions energize the organization to innovate/ act?
3. Approach
● Your philosophy /point of view as a consultant.
● Framework (standard/ customized) for the change topic.
● Explanation of the approach (especially if it is unfamiliar)
● OD values

4. Methodology
● Activities in a step wise manner
● Output from each activity
● Have a connector at the end of each step to help show the link to the next step
● OD flavor

5a. Deliverables
● Action phrases/ statements (Diagnose/ Design/ Co-create/ Create/ Mindset change//
Enthusiasm/ Energize/ Build Perspectives/ Build Internal Competences
● Is the flavor one of rescuing or making the client self-reliant

5b. Benefits
● What benefit/ impact will these deliverables result in?
● Mention benefits as ‘During’ and ‘After’ the Intervention.
● Benefits could be ‘Tangible’ and Intangible (trust/ reputation/ goodwill)

6. Success Case Studies

● Past Work (Industry related, Outside Industry)


● Story and Impact Created (Testimonial)

7. Project Team
● Names, Qualifications, Experience (Complementary strengths relevant for the project
should be visible)
8.Project Plan including Reviews
● Activities, timelines, accountabilities
● Use Project Management Software for large change projects
● Include formal and informal reviews with Leadership Team, Project Team and with
users
● Include formal and informal reviews of consultant team (for consumption of the
consulting team only)

9. Leveraging Knowledge and Building New Knowledge


● Prepare for the Project (Reading, Getting coached by members who worked on
similar projects, Internal Thought Leaders)
● Clear learning goals
● Peer learning
● Experimentation
● Creating learning histories

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