Change governance maturity varies widely across organizations – from those with established PMOs and formal governance structures to others that rely on existing operational and executive forums without formal change governance setups. Change managers must tailor their influence strategies to fit this maturity spectrum while empowering governance that supports change transformation success. Here we outline practical tips and approaches relevant whether you operate within high-maturity governance or in environments still building foundational capabilities.
1. Leverage Governance Dexterity – Adapt to Your Maturity Context
For organizations with mature PMOs and governance:
Encourage maintaining cadence with purpose – weekly flash checks for quick updates, monthly value reviews to keep benefits front of mind, and quarterly strategic moments for big-picture alignment and celebration. This reduces fatigue and keeps governance tightly connected to business outcomes.
Share frameworks that provide agility within formal governance so cadence remains flexible without diminishing control. For example, leverage agile change management principles to:
Embedding lightweight, iterative review processes that emphasize timely feedback and rapid decision-making without heavy documentation or unnecessary meetings.
Using tools like RACI matrices and decision-rights grids to clarify who has authority and responsibility, so governance can flex in how often or how deeply it engages, but never loses accountability.
Allowing governance forums to scale their activity up or down based on change program phase, risk, or complexity, rather than sticking to a rigid calendar or process.
For less mature organizations without dedicated governance forums:
Propose leveraging existing operational or executive forums to introduce lightweight governance rhythms that do not overburden people. For example, brief monthly check-ins during established leadership meetings or quarterly presentation slots to highlight change progress and risks.
Use simple tools like cadence checklists or short-status emails tailored for existing leaders who may not be change specialists. Position these rhythms as value-adds to existing meetings to gain buy-in.
Practical tips:
Offer templates for flash checks and value meetings that can be easily integrated into the existing meeting culture.
Advocate building urgency without burnout by linking cadence to visible outcomes rather than just process compliance.
2. Drive Enterprise PMO & Portfolio Alignment – Fit Your Organization’s Governance Model
For organizations with established PMOs:
Partner closely with PMO and portfolio managers to ensure change work is fully integrated. Act as a bridge between change activities and portfolio governance to align priorities effectively.
Encourage shared dashboards that combine project and change metrics, giving leadership clarity on both deliverables and adoption risks.
Advocate for change governance representation in portfolio decision forums to embed change risk and opportunities in prioritization.
For organizations without formal PMOs:
Identify operational units or executive groups with portfolio oversight responsibilities and seek informal relationships with key members.
Suggest practical ways to leverage existing governance bodies for change oversight by embedding change highlights in their agenda.
Provide simple portfolio mapping or status tools that don’t require heavy infrastructure but help visualize transformation across initiatives.
Practical tips:
Offer to co-create change input templates that non-PMO forums can use to review change risk, interdependencies and impact.
Share success stories illustrating how integrated PMO-change governance drives consistent messaging and prioritization.
3. Shape Executive Reporting – From Insight to Influence
For organizations with mature reporting processes:
Help refine executive dashboards by ensuring a balance between project status and change readiness/adoption metrics.
Coach change teams to translate data into compelling narratives that highlight risks, opportunities, and decision points.
Push for reporting formats that enable proactive governance action rather than reactive compliance.
For organizations with limited or no formal executive reporting:
Influence existing executive communications by proposing change-related content for leadership newsletters, briefings, or standing meeting updates.
Develop concise, jargon-free reports that fit into current executive reading habits and spotlight what matters most.
Advocate for simple visual reporting tools, e.g., impact bar charts or risk registers that executives can quickly interpret.
Practical tips:
Provide sample executive report templates tailored for different maturity levels.
Offer coaching sessions on storytelling with data to change teams who may be new to executive reporting.
4. Champion Scenario Planning to Build Resilience
Scenario planning is a powerful tool that helps organizations prepare for uncertainty by imagining multiple plausible futures, assessing their impact, and planning appropriate responses. For change practitioners, influencing scenario planning within change governance is critical to making transformation resilient to volatile conditions and unexpected challenges.
For organizations with mature change governance and PMO structures:
Advocate for formal inclusion of scenario planning in governance cycles, such as quarterly strategy reviews or portfolio risk assessments.
Collaborate with PMO, risk, and strategy functions to develop integrated scenario frameworks that tie external uncertainties with change delivery risks.
Use structured tools and templates to develop 2-3 distinct scenarios based on critical uncertainties impacting change programs (e.g., regulatory shifts, technology adoption rates, cost pressures, market dynamics).
Ensure scenario outputs include clear implications for adoption risk, resource allocation, and contingency triggers to inform governance decision-making.
For organizations with limited formal governance:
Promote lightweight scenario planning approaches that can fit into existing forums or leadership discussions without requiring new committees.
Facilitate workshops or brown bag sessions with key stakeholders to brainstorm “what-if” scenarios that highlight risks and opportunities in their own language.
Use simple scenario templates capturing scenario description, key assumptions, impacts, and early warning signs to keep the process manageable and relevant.
Position scenario planning as a practical alternative to reactive firefighting, reinforcing its value for anticipating and mitigating disruption to change efforts.
Practical Tips for All Maturity Levels:
Focus scenario development on a small number (2-3) of meaningful scenarios that highlight material differences rather than an exhaustive list.
Use scenario planning to identify robust strategies that perform well across multiple futures, reducing overcommitment to any single pathway.
Regularly review and update scenarios to reflect new information and organizational shifts, embedding this as a governance cadence.
Engage diverse viewpoints in scenario sessions to challenge assumptions and broaden organizational readiness.
Example Scenario Planning Framework (in brief):
Step
Action
Identify Key Drivers
Pinpoint external and internal uncertainties: economic, technological, regulatory, organizational
Develop Scenarios
Build 2-3 narrative futures exploring combinations of drivers
Analyze Impact
Assess effects on change timelines, adoption, resources
Define Responses
Create contingency plans and decision points
Monitor & Update
Track relevant indicators and review scenarios regularly
5. Clarify Decision Making Authority, and Risk Appetite – Influence Without Direct Control
One of the most frequent governance pitfalls in transformation is unclear decision rights, leading to duplicated effort or “decision limbo,” which stalls progress. Change practitioners can significantly influence clarity around decision making even when not formally leading governance forums.
For organizations with high governance maturity:
Advocate for or refine delegation charters that grant clear authority boundaries across change roles and governance tiers.
Promote use of decision-rights grids paired with RACI matrices, documenting decisions by type, level, and role to eliminate ambiguity.
Encourage articulation of organization’s risk appetite in governance policies to guide decisions on escalation and investment.
Work with governance leads to socialise these tools regularly and embed them in operational processes.
For organizations with emerging or informal governance:
Educate stakeholders about the value of explicit decision clarity through workshops or short guides.
Propose simple RACI templates tailored for key initiatives to clarify roles on responsibility, accountability, consultation, and information sharing.
Introduce a basic decision-rights grid to categorize decisions (routine operational, tactical, strategic) and assign decision tiers even if informally.
Frame this work as risk mitigation: reducing delays and confusion frees leaders to focus on strategic priorities.
Practical Tips Across Maturity Levels:
Develop easy-to-use templates and cheat sheets for RACI and decision grids to distribute widely.
Use storytelling and real case examples to illustrate consequences of unclear decision-making (e.g., project delays, duplicated efforts).
Regularly revisit and update decision frameworks as governance evolves, ensuring ongoing relevance.
Encourage governance sponsors to visibly support and enforce these clarity tools.
6. Define and Promote Clear Escalation Paths
Clear escalation paths empower teams to raise concerns timely and guide issues to the appropriate governance levels without clogging decision forums or escalating unnecessarily. Change managers can champion and embed escalation discipline through influence, education, and practical tools.
For organizations with mature governance:
Collaborate with governance teams to map all escalation routes related to change risks, decisions, and resource conflicts.
Promote communication plans ensuring every contributor understands when and how to escalate – down to roles and contact points.
Incorporate escalation workflows into governance charters, RACI matrices, and decision-rights grids to reinforce paths.
Champion periodic training or refresh sessions aligned with governance cadence to maintain escalation readiness.
For organizations with limited governance forums:
Identify natural escalation points in existing leadership or operational forums and propose embedding change escalation protocols there.
Provide clear documentation and quick-reference escalation flow diagrams for frontline teams and managers.
Coach teams and middle managers on recognizing escalation triggers and the best mode of communication to avoid bottlenecks.
Frame escalation discipline as a way to safeguard both operational pace and leadership bandwidth.
Practical Tips Usable in All Environments:
Use visual flowcharts to depict escalation paths, making them highly accessible and easy to recall.
Set guidelines on what kinds of issues require escalation vs. local resolution to reduce unnecessary escalations.
Promote handling low-level risks swiftly through informal escalation while preserving formal routes for major decisions.
Encourage transparency in escalation outcomes to build trust and learning across the organization.
7. Invest in Stakeholder Education & Engagement – Be the Governance Evangelist
The success of change governance depends as much on people’s understanding and buy-in as on structures and processes. Senior change managers have a vital role in educating stakeholders, increasing governance literacy, and fostering engagement – especially in organizations where governance maturity varies or formal forums are limited.
For organizations with mature governance:
Develop formal stakeholder education programs that provide regular training on governance roles, decision frameworks, escalation processes, and how governance aligns with transformation outcomes.
Use targeted communications that frame governance benefits in terms relevant to each stakeholder group – showing “what’s in it for them.”
Implement forums like governance clinics or Q&A sessions where stakeholders can clarify their roles, raise concerns, and share governance success stories.
Collaborate with governance sponsors to visibly champion these initiatives to prevent stakeholder fatigue and increase participation.
For organizations with emerging or informal governance:
Start small with bite-sized governance literacy sessions embedded in existing communication channels such as team meetings or newsletters – keep it jargon-free and highly practical.
Translate complex governance concepts into everyday language, storytelling, and case examples that resonate with different stakeholder groups.
Identify and coach governance champions within teams who can help cascade key messages informally.
Use tools such as quick reference guides, checklists, and simplified RACI matrices to embed governance knowledge across operational levels.
Practical Tips Across All Maturity Levels:
Conduct a stakeholder governance literacy audit to understand knowledge gaps and tailor education efforts accordingly.
Develop short governance video clips or Q&A hosted by trusted leaders explaining key governance principles and benefits.
Regularly gather feedback through surveys or informal conversations to refine education efforts ensuring they meet stakeholder needs.
Emphasize the connection between good governance practices and the successful delivery of benefits, reducing resistance and increasing advocacy.
Change governance is often viewed as a formal, top-down function but, as change managers, you are uniquely positioned to influence its design and execution regardless of your direct access to governance forums. The key lies in adapting your approaches to the maturity and structure of your organization’s governance, leveraging existing forums and networks, and focusing on clear communication, collaboration, and practical tools.
By championing governance dexterity, bridging PMO and portfolio governance gaps, shaping executive reporting, embedding scenario planning, clarifying decision rights, defining escalation paths, and investing in stakeholder education, you create a foundation where governance truly supports transformation velocity, clarity, and resilience. You also create a strategic change contribution to help the organisation reach its transformation benefit goals.
Tools & Templates for Influence and Education
Cadence Checklists: Ready-to-use templates to propose weekly flash checks, monthly value meetings, and quarterly strategic reviews tailored for different governance forums and maturity.
Sample RACI Matrix & Decision-Rights Grid: Simplified versions that can be adapted for routine and strategic decisions, supporting role clarity and authority distribution.
Escalation Flow Diagram: Visual maps suitable for team briefings and leader coaching in both formal and informal governance contexts.
Stakeholder Education Plan Outline: A scalable framework for assessing needs, designing education content, and measuring engagement impact.
Is change management just a job or a career? When you clock in and clock out every day, do you ever wonder what is the purpose of all this work? Yes, implementing a successful change management methodology requires a strategic roadmap approach to change management that addresses the human side of change, with effective communication to all relevant stakeholders, and developing a change management plan to track key performance indicators and change management metrics while following best practices in organizational leadership can provide clarity and direction, helping to foster a company culture of resilience that moves beyond the status quo in various change projects, ultimately maximizing ROI from these initiatives.
How can organizations assess the readiness for change among employees?
Organizations can assess employee readiness for change through surveys, interviews, and focus groups. These methods help gauge attitudes, identify concerns, and understand potential resistance, including a lack of information. Additionally, monitoring engagement levels and feedback can provide valuable insights into how prepared employees are to embrace new initiatives and drive successful teamwork and the ADKAR change management model..
What are some challenges faced when implementing a change management strategy?
Implementing a change management strategy often encounters challenges such as employee resistance, inadequate communication, and lack of leadership support. Additionally, utilizing change management tools during insufficient training and unclear objectives can hinder progress, making it crucial to address these issues proactively to ensure successful implementation and buy-in from all stakeholders involved.
Eventually, each change deliverable contributes to the next, resulting in a detailed change plan. The change plan is a culmination of a detailed understanding.
What is change management impact analysis and why is it important?
Change management impact analysis assesses how changes affect an organization, its processes, and employees. It identifies potential risks and facilitates smoother transitions by preparing stakeholders for adjustments. This analysis is crucial as it minimizes disruptions, enhances employee buy-in, and ensures successful implementation of change initiatives for long-term success.
Map change impacts along user journey and
create experience-based change impact assessment.
60 min
4+ People
What you’ll need
REMOTE
Video conferencing with screen sharing
Digital collaboration tool (Zoom, Hangout)
IN-PERSON
Whiteboard
Markers
Post-it notes
Timer
Instructions for running this Playbook
1. Background
In organizational change, change impact assessments or change impact analysis are usually conducted from a ‘top down’ perspective where the process/system or solution that is changed is translated into what it means for the impacted group of users. In terms of best practices, this may not sufficiently take into account detailed impacts that users undergo and related experiences throughout the change journey.
A human-centred approach to assessing the impact of change takes a bottom-up and humanistic approach to successful change. This integrated well with agile projects where there is focus on user journey and user profiles. The design of this session is aimed to leverage from a wide-range of project and business representatives to holistically understand stakeholder impacts.
This is a workshop with key stakeholders to map key user impacts which informs the content of detailed impact assessment.
2. Prep
This session is beneficial when there is sufficient understanding of what the change is in the scope of the change, i.e. the defined solution from the project, areas of impact and initial assessment findings. You can also organise a session for each iteration given there is sufficient change to warrant the session.
The following elements are critical before organising the session:
User journey – To ensure this can be referenced and utilised to illustrate the journey the user will go through in using the solution
User role profiles – To ensure that critical user profiles are clearly understood so that these can be utilised to outline their usage journeys
Change approach or Change Canvas – To help illustrate critical aspects of how users will be engaged be supported to use the designed solution
High level change impact assessment
Business representatives from impacted areas that can be leveraged to paint a picture of what stakeholder experiences could be
Empathy Map Canvas template. Visit this link to download the template by Dave Gray.
Scheduling:
Schedule the meeting when there is sufficient understanding of the solution and business processes to aid your data collection and a sufficient understanding of the change. Clarify this with your project manager or business analyst as required.
Who:
Include key project team members such as the following job roles: the project manager, business owner, lead developer, business analyst, and user-design specialist. Also include business representatives from the different groups of impacted business areas who are familiar with potential consequences of change impacts, potential disruptions and likely mitigation strategies.
Organisation:
Prior to the session undertake the following preparation in you session resource allocation:
Thoroughly understand the user journey process and anticipate potential change impacts ahead of the session (even if you don’t have the thorough change impact assessment)
Map out impacted stakeholder groups by role across each impacted business area. Decide key roles that you want to focus on in the session as a part of the proposed change, versus trying to cover all roles
Work with business representatives to highlight change impacts ahead of the session if there is a lot to cover or if the change is particularly complex. Capture these visually to show during the session
Organise key artefacts such as empathy map, user journey, etc.
TIP: DESIGN
Focus as much on what a typical experience would be like from an end-user perspective versus on the technicalities of the solution itself.
Position the various scenarios and challenges that the user faces and walk through how these are resolved by the solution.
TIP: WHAT TO AVOID
Focus on the change impacts of the user in terms of experiences. Don’t just focus on the user experience and profile without sufficiently capturing what the impacts mean to the user’s experience.
3. Run the session
Intro – 5-10 min
Walk through the purpose of the session and why this is required. Emphasise how important it is to incorporate a user-centric view of change impacts in order to design effective change experiences.
Overview user journey and key impacted roles – 10 min
Review key user journeys for selected key impacted stakeholder groups
Highlight key change impacts
Use empathy map to discuss the impacts for key user roles – 40 min
Walkthrough the empathy map concept and explain key components
Create an empathy map for each key impacted role
For each empathy map, refer back to the user journey and key identified impacts from the high level impact assessment as a start
Key focus and capture is on the IMPACTS of the change after understanding the user experience. E.g. The customer service rep needs to answer customer enquiries efficiently and they often feel frustrated by how slow the system response is. The impact of the new system is that it will alleviate this pain for them.
4. Capturing outcomes
At the end of the session, capture any key actions, timeline, valuable insights, stakeholder engagement ideas and a follow up session as required.
What to do with the output?
After you’ve written up the empathy map for each impacted role. Utilise these to build the detailed change impact assessment as a core part of effective change management in a systematic way. As a result, the change impact assessment will incorporate user experiences that are valuable when you start to create the change plan and the change strategy in driving towards the future state from the current state, ensuring smooth transition.
Revert back to business representatives and others in the session to verify the details captured and ensure nothing critical is missed.
Have you ever wondered why change management deliverables as a part of the overall OCM solution are structured and sequenced the way they are in effective change management plans?
Organisational change management deliverables are defined as the data that is put in use in every activity in a change-management. Besides activities, deliverables can form an integral part of any change management project.
There is an inherent logical flow from which change deliverables feed into the next. This means that subpar quality in the deliverable earlier on happens if the work is inadequately carried out. Also, this will likely flow into the rest of the deliverables.
For the change management team, change management deliverables start out very high-level. Earlier in the project development lifecycle, there is a lot of unknown details which stops you from conducting detailed stakeholder management assessment and a communication plan. Moreover, there are lots of questions that cannot be answered about the nature of the change, what the new processes are, and training needs. More details presents itself as the project progresses through each phase. Therefore, the change practitioner is able to populate and document various details, including what the change means and how stakeholders will be impacted (i.e. the change impact assessment).
Eventually, each change deliverable contributes to the next, resulting in a detailed change plan. The change plan is a culmination of a detailed understanding. Also, it’s an assessment of the impacted stakeholders and what the changes will mean to them. Therefore, the respective change interventions within the change initiative that are critical to transition these key stakeholders from the current to future state. Change management communication, change readiness assessment and stakeholder engagement plan as well as effective training plan also form a core part of the change plan.
Along with the change management process as a part of the change strategy, one should create a system for managing scope of the change. Good project managers apply these components effectively to ensure project success through careful planning. Whether it’s a sudden change of personnel, new technology changes, change resistance or an unexpectedly poor quarter; Change managers should be adaptable enough to conduct risk assessment to apply the appropriate mitigations and changes to your plan to accommodate your company’s new needs.
Change management functions encompass planning, implementation, and monitoring of organizational changes. The change process ensures smooth transitions by managing effective communication of change impact, training efforts, and support to ensure positive outcomes. Additionally, it assesses impacts and adapts strategies into change management tasks to minimize resistance, ultimately fostering a culture that embraces change for improved overall performance and employee satisfaction.
What key metrics should be included in a change management dashboard?
A change management dashboard should include key metrics such as project progress, employee engagement levels, feedback scores, and timeline adherence. Additionally, tracking resistance rates and training effectiveness can provide valuable insights into the success of the change initiative, enabling more informed decision-making throughout the process.
A good change adoption dashboard can make or break the full benefit realization of a change initiative. It captures the essence of what stakeholders need to focus on to drive full change adoption. This visual representation of the status and progress of a change initiative provides real-time data and insights into how well-impacted employees are adopting the change and what steps can be taken to improve adoption rates. In this article, we will outline the steps for designing an effective change adoption dashboard.
Change adoption is often only measured toward the end of a change initiative. This is a mistake since the adoption journey can start as early as the project commencement, or when stakeholders start hearing about the initiative. At a minimum, change adoption should be defined and agreed upon before significant change impact happens. If you are implementing a system this will be well before the system go-live.
These are the key steps in building a great change project adoption dashboard.
The first step in designing a change adoption dashboard is to clearly define the objectives of the change initiative. This includes understanding what the change is, what it aims to achieve, and what the desired outcomes are. Understanding the objectives of the change initiative is critical to defining the metrics that will be used to measure adoption and success.
If your initiative has a long list of objectives, be careful not to be tempted to start incorporating all of these into your dashboard. Your task is to pin down the most critical change management objectives that must be met in order for the initiative to be successful. If you are really struggling with how many objectives you should focus on, aim for the top three.
Step 2: Identify Key Metrics
Once the objectives of the change initiative have been defined, the next step is to identify the key metrics that will be used to measure adoption and success. These metrics should be directly tied to the objectives of the change initiative and should provide actionable insights into the progress and success of the change.
Some examples of metrics that can be used to measure change adoption include:
Stakeholder engagement levels (depending on your stakeholder impacts these could be customer, employee or partners)
Stakeholder engagement levels (depending on your stakeholder impacts these could be customer, employee or partners)
User adoption rates
User adoption rates
Process improvement metrics
Process improvement metrics
Time to adoption
Time to adoption
Feedback from employees
Feedback from employees
The key is to locate the few metrics that will form the core of what full change adoption means. As a general rule, this often means a behaviour change of some kind. Here are some examples.
If the goal is changing a business process from A to B. Then you are looking for employees to start following the new process B. Then, identify the core behaviours that mean following process B.
If the goal is changing a business process from A to B. Then you are looking for employees to start following the new process B. Then, identify the core behaviours that mean following process B.
If the goal is to start using a new system, then you would focus on system usage. Also focus on tracking any workarounds that employees may resort to in order not to use the system.
If the goal is to start using a new system, then you would focus on system usage. Also focus on tracking any workarounds that employees may resort to in order not to use the system.
If the goal is to improve customer conversations, then you would focus on the quality of those conversations using key indicators. This may involve call listening or customer satisfaction ratings.
If the goal is to improve customer conversations, then you would focus on the quality of those conversations using key indicators. This may involve call listening or customer satisfaction ratings.
Again, ensure you are not over-extending yourself by picking too many metrics. The more there is, the more work there is. Having too many metrics also lead to attention dilution, and you start to loose stakeholder focus on the more critical metrics compared to less critical ones.
In the group of metrics you’ve chosen, if there is no behaviour measure then it is likely you may have missed the most critical element of change adoption. In most cases, behaviour change metric is essential for any change adoption dashboard.
If your change process involves too many behaviour steps, then focus on ones that are easier to track and report on. In a system implementation project, they could be system usage reports or login frequency.
Step 3: Choose the Right Visualization Techniques
The next step in designing a change adoption dashboard is to choose the right visualization techniques. The visualizations should be chosen based on the data that needs to be displayed and the insights that need to be gained. Some examples of visualization techniques that can be used include:
Bar graphs: to display changes in metrics over time
Bar graphs: to display changes in metrics over time
Pie charts: to display the distribution of data
Pie charts: to display the distribution of data
Line charts: to display changes in metrics over time
Line charts: to display changes in metrics over time
Heat maps: to display the distribution of data on a map
Heat maps: to display the distribution of data on a map
Selection of charts can be technical, and your goal is always to choose the right type of chart to make it easier for the audience to understand and interpret. Minimise on having too many colors since this can be distracting and overwhelming. Use colours carefully and only to show a particular point or to highlight a finding. Choosing the wrong chart can mean more questions than answers for your stakeholders, so choose carefully.
Beyond just having a collection of charts, modern dashboards have a mixture of different types of visuals to aid easy stakeholder understanding. For example, you could have different data ‘tiles’ that show key figures or trends. You may also want to incorporate key text descriptions of findings or trends in your dashboard. Having a mixture of different types of information can help your stakeholders greatly and avoid data saturation.
Step 4: Design the Dashboard
Once the objectives, metrics, and visualization techniques have been defined, the next step is to design the dashboard. The design should be intuitive and user-friendly, with the ability to drill down into the data to gain deeper insights. The dashboard should also be accessible to all stakeholders, including employees, managers, and executives.
Data visualisation is a discipline in itself. For a general overview and key tips on chart design and selection visit our article to learn more about data visualisation techniques.
To reduce manual work in constantly updating and producing the dashboard for your stakeholders think about leveraging technical solutions to do this for you. A common approach is to use excel spreadsheet and PowerBI. This may be feasible for some, but it often involves using a PowerBI expert (which may come at a cost), and any time you want to change the dashboard you need to loop back the expert to do it for you.
The Change Compass has incorporated powerful and intuitive dashboarding and charting features so that you do not need to be an expert to create a dashboard. Reference our templates as examples and create your own dashboard with a few clicks.
Step 5: Test and Refine the Dashboard
The final step in designing a change adoption dashboard is to test and refine it. This includes testing the dashboard with a small group of stakeholders and getting their feedback. Based on their feedback, the dashboard can be refined and improved until it provides the insights and data that stakeholders need to drive change adoption.
A key part of this step is testing any automation process in dashboard generation. Is the data accurate? Is it recent and updated? What operating rhythms do you need to have in place to ensure that the process flows smoothly, and that you get the dashboard produced every week/month/quarter?
Step 6: Continuously Monitor and Update the Dashboard
It is important to continuously monitor the change adoption dashboard and update it regularly. This will help to ensure that the dashboard remains relevant and provides the most up-to-date information on the progress of the change initiative.
The reality is that stakeholders will very likely get bored with the same dashboard time and time again. They will likely suggest changes and amendments from time to time. Anticipate this and proactively improve your dashboard. Does it drive the right stakeholder focus and conversation? If not, tweak it.
Good stakeholder conversations mean that your stakeholders are getting to the roots of why the change is or is not taking place. The data presented prompts the constant focus and avoids diversion in that focus. This is also a journey for your key stakeholders to find meaning in what it takes to lead the change and reinforce the change to get business results.
Summary
Designing an effective change adoption dashboard is a critical step in ensuring the success of change initiatives. By providing real-time data and insights into how well employees are adopting the change, a change adoption dashboard can help key stakeholders make informed decisions and take action to improve adoption rates. Ultimately it is about achieving the full initiative benefits targeted. By following the steps outlined in this article, change managers can design a change adoption dashboard that provides the insights they need to drive change adoption.
Building and executing a change adoption dashboard can be a manually intensive and time consuming exercise. Leverage technology tools that incorporates automation and AI. You will find that this can significantly increase the speed in which you are able to execute on not just the change dashboard, but driving the overall change delivery. For example, you can leverage out-of-the-box features such as forecasting and natural language query to save significant time and effort.
Have a chat to us about what options there are to help you do this.
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