The Change Audit document can be used to audit any organizational change initiative to ensure that the change will be successful. According to John Kotter's model for change, any change can be characterized by 8 steps:
Establishing a sense of urgency
Creating a guiding coalition
Developing a vision and strategy
Communicating the change vision
Empowering employees for broad-based action
Generating short-term wins
Consolidating gains and producing more change
Anchoring new approaches in the culture
The checklist documented in the excel tool is based on John Kotter's model for successful change.
This tool can be added to your active workbook by clicking on Change and then selecting Change Audit.
Click on Analysis Setup to open the menu options for this tool.
A sample screenshot of the setup menu is shown below.
Specify the scale used to evaluate each evaluation criteria. You can evaluate the checklist on one of the following scales:
None, Some Done
For each checklist criteria, you can specify that that criteria is not complete (None), or partially complete (Some), or fully complete (Done).
For each checklist criteria, you can specify that the criteria is not done (No) or fully done (Yes).
Click on this button to add an example worksheet. You can use the example to understand how others have filled out the tool or use the example as a starting point and modify it to better meet your needs.
Click on this button to open the help file for this topic.
Click on this button to cancel all changes to the settings and exit this dialog box.
Click on this button to save all changes and compute the outputs for this analysis.
On the worksheet, rate each audit assessment criteria based on the selected scale. There are eight main criteria, and each criterion has a few sub-criteria.
If you click on the Checklist button, you will see the following dialog box.
The checklist contains a few pointers on things you need to pay particular attention to while performing this analysis. The checklist has been derived from experience working on past projects. Not all the checklist items need to apply to you. However, you should carefully review the checklist and apply any recommendations that make sense for your project. Make sure to read each checklist item and mark it as completed after you have read and taken actions as appropriate for your project.
If you click on the Verify button, the software will perform some checks on the data you have entered. A sample screenshot of the dialog box is shown in the figure below.
The objective of this analysis as well as any checks that are performed is listed in this dialog box. For example, the software may check if you have correctly specified the input options and entered the required data on the worksheet. The results of the analysis checks are listed on the right. If the checks are passed, then they are shown as a green-colored checkmark. If the verification checks fail, then they are shown as a red-colored cross. If the verification checks result in a warning, they are shown in the orange color exclamation mark and finally, any checks that are required to be performed by the user are shown as blue info icons.
Click on Compute Outputs to update the computation results. The figure below shows a sample screenshot of the worksheet.
Depending on how you have answered the checklist, the overall phase of your project is determined. The project phase is marked as done only if all the elements of the phase are complete. There are no specific graphs generated for this tool.
Here are a few pointers regarding this analysis:
If you want to advance the phase of the Change Audit since a particular element does not apply to your scenario, you can still mark the phase as completed. However, make sure that this does not apply.
For more information on this topic, please refer to the following articles. Do note that if any external links are mentioned below, they are for reference purposes only.