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Assessment Dashboard - Change Management   Excel template (XLSX)

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Assessment Dashboard - Change Management (Excel XLSX)

File Type: Excel template (XLSX)
Secondary File: Zip archive file (ZIP)


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  1. Diagnose Change management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices.
  2. Implement evidence-based best practice strategies aligned with overall goals.
  3. Integrate recent advances in Change management and process design strategies into practice according to best practice guidelines.


This product (Assessment Dashboard - Change Management) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

The Change management Self-Assessment will make you a Change management domain expert by:

1. Reducing the effort in the Change management work to be done to get problems solved
2. Ensuring that plans of action include every Change management task and that every Change management outcome is in place
3. Saving time investigating strategic and tactical options and ensuring Change management opportunity costs are low
4. Delivering tailored Change management advise instantly with structured going-forward plans

All the tools you need to an in-depth Change management Self-Assessment. Featuring 942 new and updated case-based criteria, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Change management improvements can be made.

The Change Management Complete Self Assessment is built in MS Excel. The above preview showcases an example of a completed version. The secondary document includes a blank template, as well as a detailed 150+ page PDF guide. The guide provides a convenient way to distribute and share among the participants to prepare and discuss the Self Assessment.

This Change Management Self-Assessment tool is designed for flexibility, accommodating 1-10 participants. The spreadsheet can be expanded for larger groups or customized with additional formulas. It serves as a robust starting point for deeper analysis. Users can leverage Pivot Tables for enhanced insights or import data into advanced reporting tools like Tableau or Power BI.

The assessment process is straightforward. Participants rate each question across seven process areas: Recognize, Define, Measure, Analyze, Improve, Control, and Sustain. The results are then compiled into a comprehensive dashboard, offering a clear visual representation of the team's strengths and areas for improvement. This tool is ideal for consultants, managers, and executives aiming to streamline change management processes and drive organizational success.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Change Management Excel: Assessment Dashboard - Change Management Excel (XLSX) Spreadsheet, Gerard Blokdijk


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File Type: Excel xlsx (XLSX)
Secondary File: Zip archive file zip (ZIP)
File Size: 462.7 KB


Additional documents from author: 315

Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

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