Staffing the change manager role on an SAP project raises a question many teams
answer on gut feel alone: is this specific person actually suited to lead change
on this specific project? Getting it wrong is expensive, but treating the
assessment as a rigid pass/fail filter is just as risky, since it can screen out
someone who would succeed with the right support.
This Excel-based assessment answers the staffing-fit question with structure
rather than instinct, while also addressing: Which specific skills does this
candidate need to develop before taking on the role? Should we pair them with a
mentor, or is this simply not the right fit? How do we fairly compare multiple
candidates for the same role?
What's included in this Excel workbook:
• Read Me tab explaining the five dimensions and scoring methodology
• Assessment tab: 25 statements across 5 dimensions (Personal Traits, Soft
Skills, Methodological Skills, Specific Knowledge, Practical Experience), each
rated 1-5, plus a candidate name field for tracking multiple candidates
• Guidance Library tab: interpretation and recommended actions for every
dimension at every score level
• Results & Guidance tab: automatic Development Area/Moderate/Strength
classification per dimension, level-specific guidance (a low score on a stable
trait gets different advice than a low score on a trainable skill), a combined
overall score, and a priority summary of development areas
The five dimensions, their statements, and the development-area guidance come
directly from SAP's published OCM framework. Built deliberately as a
development-support tool rather than a pass/fail gate: a low score identifies
where to add support, not a reason for automatic disqualification.
Delivered as a fully editable Excel spreadsheet (XLSX). An SAP change manager
skills assessment and staffing evaluation template suited to anyone hiring for,
or considering, a change manager role on an SAP implementation, and to run
alongside the Project and Organizational Capability Assessments for a complete
before-you-staff picture.
Usage tip: score the candidate honestly rather than optimistically, the value of
this tool comes entirely from an accurate baseline. An inflated score just
defers the real development conversation to a moment when it's harder and more
costly to have.
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Source: Best Practices in Change Management, Talent Management Excel: SAP OCM Individual Skill Assessment Excel (XLSX) Spreadsheet, SAP Planning Pro
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