Problem Identification
Plan of Action
Data Collection
Analysis of Data
Implementation Plan for Next Steps
100

Political, Economic, Social, Technological, Ecological/Environmental, and Legal factors 

What are External factors that impact an organization?

100

Selecting or utilizing a person with line responsibilities for the initiative.

What is an Internal Change Agent?

100

Questions distributed to internal stakeholders to assess the organization and individual perspectives.

What is an Internal Survey?

100

Using spreadsheets to tabulate, rank, and categorize information.

What is Organizing Data?

100

Establishing budget, personnel and time to devote to a planned change.

What are Resource Commitments?

200

Problems that require Tuning or Adapting

What are Incremental/Continuous Changes?

200

A specialized independent paid Change Agent

What are External Consultants?

200

One-to one conversations related to gaining information. 

What are Interviews?

200

Noting converging points of information and condensing or grouping them in reports.

What are Key Findings?

200

Developing an idealized view of the future after the change or problem is resolved.

What is a Change Vision?

300

Resolving problems that require Redirecting/Reorienting or Overhauling /Re-creating.

What are Discontinuous/Radical Changes?

300

Independent, trustworthy support, and experience as subject matter experts.

What are the benefits of External Consultants?

300

Reviewing information prepared by others such as market or governmental data.

What is secondary research?

300

Assessing the impact of remaining unchanged (not changing) and its effects on systems or the organization

What is a Risk Assessment?

300

Identifying key stakeholders, personnel, and or consultants that will perform the work.

What is "assigning roles and responsibilities"?

400

Differentiating the present organizational conditions from the desired organizational conditions.

What is a Gap analysis?

400

Select group or combination of internal and external resources

What is a Change Team?

400

Intuitive information gathered from walking around and talking to stakeholders.

What is Soft Data?

400

Mapping of organizational systems to understand flexibility, internal processes, systems and economics.

What is Quinn’s Competing Values Model?

400

Determine the permission(s) necessary to move forward with plans.

What is Change Agent Authority?

500

A tool to analyze fit and alignment of four fundamental elements of an organization - tasks, people, formal organization, and informal organization

What is Nadler and Tushman's Organizational Congruence Model?

500

Identified work or list of items that need to be completed as part of the plan.

What are Tasks?

500

Existing reports such as financial, profitability, cycle time, and employee absenteeism.

What is Hard Data?

500

Process of identifying and analyzing the driving and restricting forces impacting the organization's objectives

What is a Force Field Analysis?

500

Establishing methods of receiving data or reviewing metrics during the change process.

What is a Feedback Loop?

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