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Change Measurement Plan template

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Joy at Work!1thechangedecision.com• Summarize the change initiative and how people involved are impacted in general• [placeholder to describe the change]• [placeholder to describe the change]Situation01• Summarize how change progress will be monitored; describe the expected benefit of monitoring• [placeholder to describe the approach]• [placeholder to describe the approach]Measurement Approach02• Summarize how roles will participate to monitor progress:• Change Lead:• Initiative Lead:• Team:• Change Network:Roles & Responsibilities03[Summarize the situation]The Plan

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Joy at Work!2thechangedecision.com[Self Reported Change Indicators]StakeholderSelf ReportedChange IndicatorMeasured byFrequency Overall Goal1Team LeadersTeam leaders indicate they know why the change is happening and have been able to explain it to their teams with confidence.Focus GroupBi-monthlyQ1 & Q2: Build/confirm support and confidenceQ3: Encourage reinforcement within teams2[placeholder][placeholder][placeholder][placeholder][placeholder]3[placeholder][placeholder][placeholder][placeholder][placeholder]Example:The Plan

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Joy at Work!3thechangedecision.com[Observable Behavior Change Indicators]StakeholderObservable BehaviorChange IndicatorMeasured byFrequency Overall Goal1ManagersManagers are viewing the explainer videos to get the background information they need.Knowledge Management system usage dataBi-weeklyQ1 & Q2: Build/confirm support and confidenceQ3: Encourage reinforcement within teams2[placeholder][placeholder][placeholder][placeholder][placeholder]3[placeholder][placeholder][placeholder][placeholder][placeholder]Example:The Plan

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Joy at Work!4thechangedecision.com[Existing Report Change Indicators]StakeholderExisting Report Change IndicatorReport NameReport OwnerPublication FrequencyMetrics MonitoredOverall Goal1Customer Care AssociatesCustomer service representatives can easily explain the change in service terms to customers.Customer Care OperationsVP, Sales & ServiceMonthly•Number of customer inquiries about new information on their billing statement•Length of customer service calls•Number of exceptions granted•Number of open/unresolved issuesQ1 & Q2: Build/confirm support and confidenceQ3: Encourage reinforcement within teams2[placeholder][placeholder][placeholder][placeholder][placeholder]•[placeholder][placeholder]3[placeholder][placeholder][placeholder][placeholder][placeholder]•[placeholder][placeholder]Example:The Plan

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Joy at Work!5thechangedecision.comStakeholderMeasure Target Measured by FrequencyReported through1ManagersPercentage of managers that have consistently held monthly development conversations with their team members80% by December 2021Pulse-check surveys1:1 InterviewsPulse-Check surveys -see Measurement Schedule1:1 Interviews -quarterlyQuarterly Scorecard2[placeholder][placeholder][placeholder][placeholder][placeholder]3[placeholder][placeholder][placeholder][placeholder][placeholder]4[placeholder][placeholder][placeholder][placeholder][placeholder]5[placeholder][placeholder][placeholder][placeholder][placeholder][Measures and Targets]Example:The Plan

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Joy at Work!6thechangedecision.comStakeholder[time] [time] [time] [time] [time] [time] [time] [time] [time]ManagersPulse-Check surveyDemo attendancePulse-Check surveyTraining attendanceFocus groupsReadiness surveyLaunch EventPost-event survey[stakeholder][placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder][stakeholder][placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder][stakeholder][placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder][stakeholder][placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder][stakeholder][placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder][stakeholder][placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder][stakeholder][placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder] [placeholder][Measurement Schedule]Example:The Plan

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Joy at Work!7thechangedecision.comAudienceInformation to be SharedFrequency Forum PurposeLeadership Team•Team Engagement•Change Network Updates•Data collected from stakeholders as indicted in the Measurement Schedule and overall planWeeklyWeekly Leadership Team meeting•Ensure the leaders are informed about what’s happening and aligned on how to respond and lead•Able to keep others informed[stakeholder][placeholder][placeholder][placeholder][placeholder][stakeholder][placeholder][placeholder][placeholder][placeholder][stakeholder][placeholder][placeholder][placeholder][placeholder][stakeholder][placeholder][placeholder][placeholder][placeholder][Reporting Schedule]Example:The Plan