Complete Guide to Impact Assessments, Templates & Samples | What You Need to Know in 2020-2021

A change impact assessment helps you identify which organizational groups are being impacted by a change and exactly how they’re being impacted.

This guide is designed for Change Practitioners, HR, Project Managers, and program leads for conducting an effective change impact analysis to identify the people, processes, tools, and policies that will be impacted by a change.

A change impact assessment is a critical component for increasing the success of an organizational change and it serves as a foundation for many other parts of the change management process.

“I have been a Sr Change Management Consultant for over 15 years and have led global transformations that impacted thousands of employees and customers across Intel, Apple, Capital One, Accenture, HSBC, Cisco, and Deloitte. Throughout my years of experience, I have discovered that applying the best change impact assessment and management practices described below increases the success of change implementation by over 92%.”

Ogbe Airiodion
Senior Change Management Consultant

This free guide provides you with a step-by-step overview and everything you need to know for conducting a best-in-class business impact assessment in 2020-2021. 

Change management and impact assessment practices are fast-paced and dynamic fields. It can sometimes be frustrating, especially if you’re relying on outdated change impact analysis templates, matrix, frameworks, and processes that no longer work.

That’s why it’s crucial for you to stay well-informed and learn continuously. To support change practitioners and project management resources in their change impacts activities, this guide also references AGS’ best-in-class Business Impact Analysis Toolkit with Templates and Sample Data that you can leverage to enhance your change impact performance and save time.

Change Impact Assessment Read-Out and Reporting PowerPoint

First, What is a Business Change Impact Assessment?

A change impact assessment is the set of tasks that you perform to analyze the impacts of a business change on those within an organization. When a business transforms its processes or technology, or when it expands to new locations, produces new products, or changes its culture, there are individuals and groups that are impacted by this change.

Knowing who is going to be impacted, how they’re going to be impacted, and the severity of that impact is critical if you want to implement your organizational change project successfully.

Conducting a business change impact analysis allows you to identify the groups, departments, functions, teams, and job roles that will be impacted by the change. Conducting a change impact assessment will also allow you to identify the specific business processes and legacy technology tools that will be impacted (or replaced) by the change. 

Change Impact Assessment Framework: Key Information to Gather as Part of Your Impact Analysis

When performing your business change impact assessment, it is essential that you apply a structured change impact assessment framework.

Key data points that you will need to gather as you perform your business change impact analysis includes reviewing process flows and mappings of the “As-Is” and “To-Be” processes. This means learning in detail what the current state is now and what this is going to change in order to satisfy the needs of the change project.

This will allow you to identify the change deltas; in other words, what is changing between the current state and the future state.

You’ll also need to identify and document which groups and job roles will be impacted, as well as what are the severity and levels of the change impacts, and most importantly, what does the change management team need to know (input for change management).

Sample Impact Assessment Template

what is impact assessment - impact of change management

You can use AGS’ #1 Ranked Change Impact Assessment Tool, AGS Cloud to help. This tool is an online change manager that is designed to help you plan, manage, and execute a successful change project. Choose from a Cloud or Excel version that includes real-time analytics and impact assessment samples, as well as simplified templates for gathering your organizational change impacts information. 

Change impact assessment and business impact analysis template

Change Impact Assessment Template & Tool

How Important is the Output from Your Business Change Analysis? 

The findings from your business impact assessments are extremely important as they will drive the development of your change management and project management strategies.

For example, your project, change enablement, and program plans for communicating, engaging with stakeholders and firm leadership, training impacted end-users, coaching, and supporting impacted stakeholders and employees will be based on the severity and scale of the impacts.

A higher level of change impacts to a specific group (for example, the Sales group) will mean a more comprehensive level of communication and engagement with Sales staff to increase their buy-in and acceptance of the change. It will also mean more training relative to less impacted groups.

How Does an Impact Assessment Impact Other Change Processes?

  • Tells you the level of training needed for users/groups
  • Tells you the type of communications needed for users/groups
  • Tells you where you need change agents to help with change support
  • Identifies where you’re likely to get the most resistance to the change
  • Tells you what types of job role guides and documentation you’ll need 
  • Identifies which specific processes/procedures are changing due to the project

impact assessment methodology and matrix

Change Impacts Tool – Analytics Dashboard With Sample Data

A Best Change Impact Assessment Framework & Methodology for Change Managers

The section below this one provides you with a list of process steps to take for conducting an effective impact assessment for changes to people, processes, tools, and solutions. But first, let us quickly summarize an industry-standard change impact analysis framework that you can apply when doing your change analysis.

A change impact analysis is nothing more than comparing the current state (As-Is) to the future state (To-Be) and then understanding what is changing, who is impacted, what processes and tools will be impacted, and the severity of impact to people, processes and tools.

As you conduct your impacts review, keep in mind that you must capture the current state and the future state and then document the delta (aka what exactly is changing).

See the below image for a simple change impact assessment framework and methodology that you can leverage for your purposes.

Change Impact Assessment Framework

Simple to use impact assessment framework

When conducting change impact assessments, you should gather process flows, information, and documentation on the changes, and then enter this information into your business impact assessment template – Excel or online.

If you are creating your own change impact assessment matrix from scratch using Excel, Quip, or some other spreadsheet, make sure that your impact template includes a column for listing the current state processes, another column for listing the relevant future state processes, and another column for capturing the differences (the delta). It should be similar to the AGS Cloud impact assessment template which is based on best practices.

Change Impacts Tool – Template Database With Sample Data

AGS’ Change Impact Spreadsheet Template & Tool for Change Managers.

Process for Conducting Your Change Impact Assessment

Step 1: Identify the Resources that are tasked with documenting the business and technical process flows.

Business Analysts are often the Resources tasked with conducting process flow mappings. A process mapping involves documenting the end-to-end flow of the current state. It also involves mapping out the future state processes as part of the future state design initiative.

However, your firm might be using the services of a consulting firm or resources within the business units to map out the respective business process flows, or this task might have been assigned to the project management team, design team, architect team, or some other group within the organization.

Irrespective, the first step for you to complete will be to identify the Resources that are responsible for documenting and mapping out the process flows.

Who do you do an impact assessmeent. And what is a change impact analysis

Sample process flows and mapping

Step 2: Conduct the business impact analysis

It is generally the role of the change management practitioner to perform the impact analysis. However, if you can get the Business Analysts performing the process flow documentation to also do the impacts assessments, that will free up your bandwidth to focus on other vital change management tasks.

Two ways for conducting your impact assessments

  • Ask the Business Analysts / Other Resources to conduct the assessment
  • Complete the assessment yourself

The two sections below describe how the two methods listed above can be completed.

(2.1) Ask the Business Analysts / Process Mapping Resource(s) to conduct the assessment

  • You will want to start out by meeting with the Business Analysts or other identified resources and explain the importance of conducting a change impact analysis.
  • If they are new to the process, then you will also want to explain what an impact analysis is, including providing them with a preview of the impact assessment framework discussed above.
  • Provide the resources with a copy of our Change Impact Assessment Template – Excel or online version, for capturing the impacts information, and walk them through how to do complete the impact assessment matrix. Emphasize the need to populate the impacts template with succinct but meaningful As-Is vs To-Be process information, and use our business impact analysis samples for illustration of what needs to be completed.

Illustration –
AGS Change Impact Tool’s Assessment Template with Sample Data

impact analysis tools and examples

  • Using the As-Is and To-Be process flows that have been created or that are in the process of being created, the Resources will then populate the project impact assessment template which will flow into your AGS Change Impacts Analytics Dashboard for insights and holistic reporting. Using a tool like AGS Cloud with real-time analytics saves considerable time when analyzing the data because there are no reports to build, they’re already done for you.

Illustration –
AGS Change Impact Tool’s Analytics Dashboard with Sample Data

change impact assessment tool matrix reporting dashboard

  • Throughout this whole process, make sure that you are following up with the Resources on a regular basis to check on their progress. Also, ask them to provide you with an estimated completion timeline, and then track their progress towards this promised delivery timeline.

(2.2) Conducting the change impact assessment yourself

If the above option of getting other Resources to do the change impact assessment is not viable, then the second option will be for you (if you are the Change Management Resource) to complete the end-to-end impact review and documentation by yourself. 

So how do you perform the most efficient, simplified, and yet impactful change impact analysis? See below for a list of the action steps you should take to help you identify the effects and impacts of a business change:

  • Gather As-Is and To-Be business process flows, technical flows, and other current and future state documentation from the project team, program sponsors, architects, designers, and other groups.
  • Review the gathered documentation and populate the various sections of AGS’ Change Impact Assessment Template yourself. Leverage the end-to-end sample data that is included in the AGS tool to increase your success.
  • Conduct interviews with the project team, Work Stream Leads, architects, designers, stakeholders, and SMEs to get alignment and to ensure that you are capturing the right data.
  • In addition, you should review one or more of the below documentation types to glean additional information that should be entered into your change impact assessment matrix template:
    • Project Charter and Scope Document
    • Design Planning Workshops
    • Map Day Workshops
    • Functional Decomposition & Architecture Diagrams
    • Business Process Flows
    • System User Lists
    • and more…

Change Impact Assessment Read-Out and Reporting PowerPoint

Step 3: Final Steps

The final steps for wrapping up your change management impact assessment are listed below.

(3.1) Make sure to validate your change impact findings and output with the Project Team, Business Analysts and Subject Matter Experts, as well as key stakeholders to get their feedback.

(3.2) Integrate their feedback into your template.

(3.3) Follow up with the stakeholders and teams that provided feedback to review and discuss the feedback that you have integrated into your impacts spreadsheet to ensure that you have correctly reflected their input.

(3.4) Summarize the impacts in a comprehensive presentation for presenting to leadership and impacted managers. Leaders do not like to digest a ton of information during a meeting, and so you should use a succinct presentation structure. Use the free Change Management Strategic Playbook that comes with your AGS Impact Analysis Tool for an easy-to-use template to present your findings.

Illustration –
Change Mgt. Strategic Playbook & Readout Slides

Impacts Analysis Software Toolkit

This AGS presentation template can save you several hours of work!

(3.5) Present the impacts to senior leaders, the steering committee, and other program leaders, and also discuss the next steps. If you have completed a roadmap of your other change management and project management deliverables, then you should also present this as well to give leaders a preview of what is coming.

(3.6) Based on the findings from your impact assessment exercise, you will then need to develop your training program, as well as your communications and engagement activities. Not every business change will require a training or engagement program. The severity and scale of the business impacts will be a determining factor in the change deliverables that you need to develop to support the business change.

Change Management Impact Assessment Tool, Matrix & Templates

When conducting your end-user impact analysis, it is imperative that you use a software, an impact analysis tool, or a change impact management spreadsheet to document the current state, the future state, and what is changing (the delta). 

As mentioned above, you can try to develop these impact documentation matrix and tools by yourself. If so, make sure that you include fields to document the severity of the impacts, which groups and job roles are impacted, and when they will be impacted, as well as change management requirements.

The AGS Change Impact Assessment Tool includes a best-in-class change impact assessment database templates, samples, a 360-degree analytics view of impacted groups, and much more that you can leverage to simplify and optimize your change impact performance.

AGS Cloud is a full-featured cloud platform to help you plan, manage, and execute a successful change project, end-to-end, whether this is your first change project or your one-hundredth.  You can choose all nine modules in the tool or just choose the Change Impact Assessment tool. 

Click below to purchase this tool and for instant access that will allow you to get started right away.

AGS Change Impact Assessment Application

Change Impact Assessment Tool

What is an Impact Assessment?

An impact assessment is an end-to-end analysis of how a business change or project will impact people, processes, tools, systems, policies, cultures, and job functions.

What are Impact Analysis Steps?

Impact analysis steps include gathering current state and future state process flows, and assessing what is changing (change delta), and then identifying the impacted groups, processes, tools and jobs.

What is an Impact Analysis Matrix

An impact analysis matrix is a structured spreadsheet used to document As-Is and To-Be processes, as well as what is changing (the change delta between the current and future state). An impact analysis matrix also includes columns for documenting the impacted teams, groups, divisions, organizations, job functions, and other impacts related information.

Change Impact Assessment Definition

How do you define change impact assessments? An impact assessment is basically comparing two states (the current state and the future state) of a change to identify what is changing, who is impacted by that change, and what do the impacted users need to know.

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