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Evaluation and Learning

D2

Use appropriate data and metrics to evaluate the implementation of the change and the change impact. Engage change participants and stakeholders in order to obtain insights. Reflect on the successes and failures, and integrate learnings into the change process. Communicate evaluations and learnings widely.

Improvement Planning

Practices-Outcomes-Metrics (POM)

Representative POMs are described for Evaluation and Learning at each level of maturity.

2Basic
  • Practice
    Build scope for learning into the change process.
    Outcome
    The value of learning related to change management is recognized.
    Metric
    Learning provision inclusion in the change management process.
  • Practice
    Organize occasional change management reviews.
    Outcome
    Change leaders can share insights and promote basic change management practices.
    Metric
    # of change management reviews conducted annually.
3Intermediate
  • Practice
    Include dedicated time for learning and reflection in the change plan.
    Outcome
    There is opportunity for learning and reflection, improving change management outcomes over time.
    Metric
    Learning provision inclusion in the change management plan.
  • Practice
    Encourage the use of learning logs by change agents and leaders throughout the process.
    Outcome
    Change agents and leaders develop reflection skills and enhance organizational change competence.
    Metric
    Existence of completed learning logs.
  • Practice
    Plan post-implementation reviews with all change participants.
    Outcome
    Post-implementation reviews are opportunities for reflection and learning with all change participants.
    Metric
    % of change management initiatives for which post-implementation reviews are conducted.
  • Practice
    Evaluate change initiatives against stakeholder expectations, goals, expected outcomes, and benefits.
    Outcome
    What went well, what did not work, and potential improvements for future change initiatives can be identified, documented, and shared.
    Metric
    Existence of change initiative evaluation records.
4Advanced
  • Practice
    In the change plan, specify the dedicated time required for learning and reflection, both at an individual and a group level.
    Outcome
    There is opportunity for learning and reflection — improving change management outcomes over time, both at an individual and at a group level.
    Metric
    Learning provision inclusion (individual and group level) in the change management plan.
  • Practice
    Promote use of active reflection and learning techniques among change agents and leaders.
    Outcome
    Change agents and leaders become adept at using active reflection and learning techniques — improving change leadership competence at all levels throughout the organization.
    Metric
    # of change agents and leaders using active reflection and learning techniques.
  • Practice
    Move experienced change teams and individuals across the organization.
    Outcome
    Experienced personnel share tacit change management knowledge and expertise in change management practices across the organization.
    Metric
    % of experienced change leaders/teams transferred to new change initiatives.
  • Practice
    Establish effective networks for change management learning and support.
    Outcome
    Deep and comprehensive expertise in the use of change management practices is developed across the organization.
    Metric
    % of change leaders involved in networks for change management learning and support.
  • Practice
    Use multiple ways to interact with the change participants throughout the change initiative (including face-to-face sessions) to identify potential improvements.
    Outcome
    All stakeholders can contribute to identifying and understanding improvements to the organizational change management process.
    Metric
    % of stakeholders individually invited to identify improvement to the change management process.
5Optimized
  • Practice
    Use reflection and learning techniques in all change initiatives.
    Outcome
    Reflection and learning are part of all change initiatives, prompting continuous improvement. The organization develops a high-performance change culture and change management competences.
    Metric
    # of change agents and leaders using active reflection and learning techniques.
  • Practice
    Organize change management feedback and interactive sessions on an ongoing basis with all relevant stakeholders.
    Outcome
    Feedback and interactive sessions allow collaborative learning with all relevant stakeholders.
    Metric
    Change management feedback session timetable.
  • Practice
    Continually review new and improved approaches to change management.
    Outcome
    Continual improvement in change management knowledge and expertise is achieved through active experimentation and exploration of new and improved approaches to change management learning and development, through sustaining ownership of change, and through ongoing understanding of stakeholder experiences.
    Metric
    Change management approaches review records.