CHAMPS2-Based Change Management Checklists (2)

Introduction

Two comprehensive checklists (Principle-Aligned and Phase-Aligned) are described and aligned to the 7 principles and 8 lifecycle phases.

Answer each statement by circling the ‘Y’ meaning ‘yes’ or ‘N’ meaning ‘no’; circle both (Y/N) if only sometimes or not sure.

The more ‘Y’ answers the better; ‘N’ answers shows where more work is required

A. Principle-Aligned Checklist

1. Benefits-Driven

• Clear case for change documented and endorsed (Y/N)
• Benefits identified, quantified, and prioritised (Y/N)
• Each initiative links directly to a benefit (Y/N)
• Baseline data exists for all expected benefits (Y/N)

• Benefit owners assigned and accountable (Y/N)
• Benefits realisation plan approved (Y/N)

2. Stakeholder-Focused

• Stakeholder mapping completed (influence, impact, interest, etc) (Y/N)
• Senior leader sponsors identified and active (Y/N)
• Staff engagement strategy designed and resourced (Y/N)
• Early two-way communication channels operating (Y/N)
• Resistance analysis conducted (Y/N)
• Co-design or consultation processes in place (Y/N)

3. Blueprint-Led (Future State Design)

• Future-state operating model defined (people, process, tech, policy) (Y/N)
• Organisation design implications documented (Y/N)
• Capability requirements defined (Y/N)
• System dependencies and integrations mapped (Y/N)
• Blueprint approved by governance (Y/N)

4. Whole-System Thinking

• Cross-functional dependencies identified (Y/N)
• Risks and impacts assessed organisation-wide (Y/N)
• Impacts on customers, suppliers, regulators understood (Y/N)
• External environment considerations included (Y/N)
• End-to-end process mapping completed (Y/N)

5. Design for Sustainable Change

• Reinforcement mechanisms defined (KPIs, behavioural anchors, etc) (Y/N)
• Change champions network active (Y/N)
• Capability uplift plan developed (training, coaching, knowledge transfer) (Y/N)
• Handover to ‘Business as Usual’ (BAU) defined before implementation (Y/N)
• Post-implementation support planned (Y/N)

6. Learning from Experience

• Lessons learned from previous change documented (Y/N)
• Continuous feedback loops established (Y/N)
• Pilot or prototype learning integrated into design (Y/N)
• Review points built into governance calendar (Y/N)
• Retrospectives occur at major milestones (Y/N)

7. Integrated Delivery

• Governance structure defined and operational (Y/N)
• Programme interdependencies tracked (Y/N)
• Project, change, and risk plans aligned (Y/N)
• Resource availability confirmed across teams (Y/N)
• Agile/waterfall hybrid approach clarified if relevant (Y/N)

B. Phase-Aligned Checklist (Mandate to Adopt)

1. Mandate

• Compelling reason for change articulated (Y/N)

• Leadership alignment achieved (Y/N)
• Funding and resources committed (Y/N)
• Initial scope and vision documented (Y/N)

2. Understand

• Current-state assessment completed (Y/N)
• Problem definition validated with stakeholders (Y/N)
• Culture, readiness, and capability analysed (Y/N)
• Data gathered on performance gaps (Y/N)

3. Define

• Blueprint (future state) approved (Y/N)
• Benefits profiles created (Y/N)
• Change strategy defined (Y/N)
• Detailed stakeholder analysis completed (Y/N)

4. Develop

• Detailed solution designs validated (Y/N)
• Impact assessments completed (Y/N)
• Training, communication, and transition plans ready (Y/N)
• Test plans and pilot plans approved (Y/N)

5. Deliver

• Incremental deployment follows schedule (Y/N)
• Issues and risks managed actively (Y/N)
• Engagement and communications executed (Y/N)
• Change champions active on the ground (Y/N)

6. Realise

• Benefits measured against baseline (Y/N)
• Adoption metrics tracked (Y/N)
• Corrective actions applied (Y/N)
• Performance improvement visible (Y/N)

7. Close

• Governance sign-off achieved (Y/N)
• Documentation archived (Y/N)
• Lessons captured (Y/N)
• BAU handover accepted (Y/N)

8. Adopt (Sustain)

• Embedding actions implemented (Y/N)
• Ongoing communications continue (Y/N)
• Coaching and upskilling embedded into HR processes (Y/N)
• Benefits realisation tracked over the long term (Y/N)

(for a more detailed analysis, see elsewhere in Knowledge Base)

(main sources: Madel, Monika et al, 2021; Birmingham City Council, 2010)