Strategic Change Health Scorecard

5 Critical Dimensions for Success

Is your change initiative truly set for success? Use this quick self-assessment to gain clarity on your project's strengths and identify potential risks in key areas. Get rapid insights and actionable next steps!

About You

First name

Last name

Position

Phone

Project Overview

Please provide a brief overview of your project

What outcomes or results do you hope to achieve with this project?

Who are you trying to reach with this project?

Strategic Alignment & Sponsorship

Change Vision

To your best knowledge, is the change vision clearly articulated, widely understood, and directly linked to core business objectives? Select the closest answer.

Developing and articulating a change vision has not yet started or has significant gaps

Development of a change vision is in progress

The change vision has been well established, linked to core business objectives and communication of the vision is well underway

Change Sponsorship

Do we have visible, active, and unified sponsorship from senior leaders, with clear roles and responsibilities? Select the closest answer.

Senior leader sponsorship has not yet started or has significant gaps

A sponsor is in place and work is underway to develop a visible, active and unified approach

Visible, active, and unified sponsorship from senior leaders is well established, with clear roles and responsibilities

Resources

Are resources (budget, time, people) consistently allocated and protected to support the change? Select the closest answer.

We haven't yet planned or allocated resources or there are significant gaps in the financials, schedule or resource plan

Resource planning is currently underway and we are developing a workable position across budget, time and people

Resources have been planned and allocated consistent with the change vision and measures are in place to protect resources for the duration of the project

Stakeholder Engagement & Communication

Stakeholder Groups

Have all key stakeholder groups been identified, and are their needs and concerns being actively addressed? Select the closest answer.

Stakeholder identification hasn't yet started, or there are significant gaps in our ability to identify stakeholders

Stakeholder group identification is in progress, including an understanding of groups directly impacted by the change

We have identified stakeholder groups, including those directly impacted, we're assessing their specific needs and are confident we will address them

Communication Plan

Is there a clear, consistent, and multi-channel communication plan in place that informs and engages all impacted parties? Select the closest answer.

Communication planning hasn't yet started, or there are significant gaps in our engagement of impacted parties

A communication plan is in progress and we're developing access to the right channels for our stakeholders

We have a well-established, clear, consistent and multi-channel communication plan that has been optimised to inform and engage our impacted stakeholders

Feedback Loop

Are we actively listening to feedback and adapting our approach based on stakeholder input? Select the closest answer.

We do not yet have any feedback channels in place, or there are significant gaps in our ability to receive stakeholder input

We're developing feedback channels and have started progressing two-way conversations and input from stakeholders

Our feedback channels are well established and we regularly adjust and adapt our approach based on stakeholder input

Readiness and Capability

Business Readiness Assessment

Have we assessed the organisation's or team's readiness for this specific change (e.g., culture, existing capabilities)?

Business readiness assessment has not yet started or there are significant gaps in our ability to certify the organisation will be ready to adopt the change

We are developing readiness assessments and building an understanding of how to progress readiness where needed

We have assessed the organisation's or team's readiness for this specific change, and have a well established action plan to progress their readiness to adopt the change

Training and Support

Are affected teams and individuals receiving adequate training and support to adapt to the new ways of working? Select the closest answer.

Our training and support planning has not yet been started or there are significant gaps in our ability to deliver the training and support needed

The training and support plan is in progress and we're developing a view as to what training will be needed

Our training plan is well established, and we're confident in our ability to deliver the needed training and support at the right time

The Change Team

Do our internal change practitioners possess the necessary skills and resources to guide this transformation?

We do not have a change team, or we have significant gaps in our ability to guide this transformation

We are in the process of assigning change resources and assessing whether they will be able to guide this transformation

Sufficient change resources have been engaged, and we're confident they are well able to guide this level of transformation

Planning and Execution

Change Management Planning

Is there a comprehensive change management plan integrated with the project management plan? Select the closest answer.

Change management planning has not yet started or there are significant gaps in planning and scheduling change activities

Change management planning is in progress and we're currently developing an understanding of how it will integrate with the project schedule

Our change management plan is well established and has been optimised to dovetail into the overall project management plan

Change Metrics

Are we regularly tracking key change metrics (adoption, proficiency, resistance) and adjusting our strategy based on data? Select the closest answer.

We haven't yet started tracking change metrics or there are significant gaps in our ability to adjust our course based on the data

Tracking change metrics is in progress and we're developing our ability to make adjustments based on the data we're receiving

We're mature in tracking change metrics and have a well established pathway to adjust our strategy based on the data

Risk Management

Are risks and anticipated resistance points being proactively identified and mitigated? Select the closest answer.

We haven't yet started assessing change management risks or there are significant gaps in our ability to identify or mitigate change risks

We are in the process of assessing change management risks and developing mitigation plans

Our identification of change risks is well established, regularly reviewed and risks are proactively mitigated

Culture and Mindset Shift

Cultural Implications

Are we actively addressing the cultural implications of this change and fostering a supportive environment? Select the closest answer.

We haven't yet started addressing the cultural implications of this change or there are significant gaps in our ability to provide a supportive environment

Addressing the cultural implications of the change is in progress and we are developing a supportive environment

We are well established in catering for the cultural implications of the change, and our environment is being optimised to support change adoption

Leadership Behaviours

Is leadership demonstrating the desired new behaviours and mindsets? Select the closest answer.

Leaders are not yet demonstrating the desired change behaviours and mindsets

Leadership behavioural and mindset change is in progress and they are starting to show signs of visible acceptance and change championship

Our leadership behaviours and required mindset are well established and optimised to support their teams' change experience

Reinforcement

Is there a clear strategy to reinforce positive cultural shifts and address resistance? Select the closest answer.

Reinforcing positive changes and addressing resistance has not yet started or we anticipate significant gaps in our ability to reinforce this change

A strategy to reinforce positive cultural shifts and address resistance is in progress and we're our understanding of what this means in practice

Our reinforcement strategy is clear, well established and our ability to deal with resistance has been honed and optimised

General Information

Is there anything else you'd like us to know?

Interpreting Your Change Health Score

We will contact you regarding your change scorecard soon. In the meantime, here is some general information about how we interpret the Change Health Scorecard.

A High Score - Optimised for Impact - Strong Foundations!

Your change initiative is demonstrating strong leadership, robust planning, and effective execution in many key areas. You have built a solid foundation for success. From your strong foundations, focus on sustaining momentum, measuring ROI, longer term change culture and future readiness.

How Agencia Change Can Help

We can partner with you to progress change measurement frameworks, develop change-resilient leadership, or prepare your organisation for the next wave of strategic transformations.

Change Management Solution Design

Free consultation

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A Medium Score - Building Momentum

You've made a good start on your change journey, but there are clear opportunities to strengthen critical components. Without focussed intervention, some areas could become bottlenecks. Look out for gaps in sponsorship and communication, develop proactive strategies to manage resistance, and make sure you've budgeted to invest in training.

How Agencia Change Can Help

A focussed strategy session can help you pinpoint the most impactful areas for improvement, develop targeted interventions, and accelerate your project's progress.

A Low Score - Critical Intervention Needed, High Risk Ahead

Your change project is likely facing significant foundational challenges. Without immediate and strategic intervention, there's a high risk of delays, budget overruns, employee disengagement, or even project failure. Your critical issues may include a lack of clear direction, passive sponsorship, unaddressed resistance and inadequate planning or insufficient resources.

How Agencia Change Can Help

For change projects at risk, we strongly recommend a priority consultation to rapidly diagnose the most critical issues, develop an immediate action plan, and put your project back on a path to success. This is urgent.

Change Solutions Hour
1 hr
195 Australian dollars
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Strategic Change Health Scorecard

5 Critical Dimensions for Success

About You

Project Overview

Strategic Alignment & Sponsorship

Stakeholder Engagement & Communication

Readiness and Capability

Planning and Execution

Culture and Mindset Shift

General Information

Interpreting Your Change Health Score

A High Score - Optimised for Impact - Strong Foundations!

A Medium Score - Building Momentum

A Low Score - Critical Intervention Needed, High Risk Ahead

Change Solutions Hour