Change impact assessment

Alpha

Role by role, what changes about how each person spends their day — specific enough for a manager to act on.

What it is for

To make adoption plannable. Benefits come from behaviour, and nothing about behaviour can be planned from a statement that the organisation is changing.

Audience
Sponsors, line managers, the change team, training.
The decision it supports
Whether the organisation can absorb this, and what has to be resourced before it can.

Inputs — 5 blocking

Blocking means the document cannot be honestly drafted without it. The rest can be left open and marked as such.

Role inventory for the affected areas

Only you have it

The actual roles, at the granularity work is organised in — not the job families HR reports on.

HR and business owners · Org and Position Management

Process-to-role mapping

From /scope

Which processes in scope each role performs, so impact can be assessed from the change to the process rather than guessed.

Change and analysts

Headcount by affected role

Only you have it

How many people, where, and on what shift pattern. It sizes training, support and the hypercare roster.

HR

What changes per role, and what they lose

Only you have it

Specific: which task, which system, which authority. Including what is being taken away, which is the part that drives resistance and the part usually omitted.

Change · Change and Adoption

Accountable business owner for adoption

Only you have it

Named, in the business, measured on it. Not the programme.

Sponsor · Change is the word

Draft around these if needed

Capability gap and training need

Only you have it

Per role, the gap between current ability and what the new process requires, and when capability has to arrive relative to go-live.

Change and HR · Learning and Development

Competing change load

Only you have it

Everything else the organisation is asking of these same people this year. Change capacity is finite and usually already spent.

Sponsor · Digital Transformation Readiness Checklist

Sector and organisational context

From /start

Industry, size, organisation type and jurisdiction — they change what the workforce is used to and which obligations are non-negotiable.

Change

Adoption measures

In the library

What will be measured after go-live to know whether people actually work the new way. Usage data, not survey sentiment.

Change · Change and Adoption

Super users and local support

Only you have it

Named, credible in their own area, with time released and a role after go-live rather than only before it.

Business owners · Change and Adoption

Bring a scope

Several of these inputs can be answered from a scope — the processes in play, the artefacts they demand, the interfaces that straddle the boundary, and the order the work falls into. Pick the areas you intend to change and come back.

Scope it first →

Outline

  1. 01Scope of assessment and method
  2. 02Roles affected, with headcount
  3. 03Impact per role: tasks, systems, authority, what is lost
  4. 04Capability gap and training need
  5. 05Sponsorship and local support network
  6. 06Competing change and absorption capacity
  7. 07Adoption measures and how they will be read
  8. 08Risks to adoption, and what would mitigate them

What separates a useful one from a compliant one

  • A line manager could read their own role's entry and know what to do.
  • What people lose is written down, not only what they gain.
  • Adoption has a named owner in the business, measured on it.
  • Training is on the process in a realistic environment, not on the screens.
  • Competing change load has been counted, not assumed to be zero.

The rest of the set