A Top Guide to Help You Complete a Program or Project Assessment Before Developing Your Change Management Strategy
OCM Phase 1 | By Ogbe Airiodion

A program, initiative or project assessment involves understanding and documenting the nature of the change that the project is looking to implement. This involves assessing the project scope, scale, program objectives, and factors driving the need for the company to implement the change now (versus 1/3/5/ years ago). It also includes assessing the program’s deliverables, milestones, problem statement, the expected solutions, the risks of not changing now, as well as understanding the project’s implementation governance (who’s who?).

Project Assessment - Operational Change Management

How to Perform Your Program Assessment

Follow the steps below to conduct your project assessment:

  1. Schedule meetings with your project sponsor, project/program managers, project team members, and any relevant stakeholder or SME
  2.  The agenda for the meetings will be for them to help you understand the background, scale, and scope of the project
  3. During the meetings, also ask them about any pain points, concerns or challenges they might personally be experiencing. In addition, ask them for a recommended list of other individuals they believe you should “meet with” as you ramp up on the project
  4. Schedule additional meetings and meet with the individuals on the recommended “meet with” list
  5. When meeting with the key project leads, make sure to request essential project documents (e.g., project charter, scope/objective documents, business cases, work breakdown structure (WBS), project schedule, RACI Matrix, and functional decomposition)
  6. Review all documents with a goal of answering the questions listed at the bottom of this page
  7. Summarize and enter your findings into a program assessment spreadsheet, tool, or database.
  8. At a minimum, your change program assessment tool should include an overview of the problem statement, solutions, and value of the program, magnitude, scale of the change, and important next steps.

You can click below to obtain AGS’s OCM Program Assessment Tool with Template and Samples. As an alternative, you can also create this template from scratch, if needed.

Best Program Assessment Software Tool for Organizational Change Management

Gathering the Needed Information  

When meeting with the primary sponsor(s), project managers, and other key stakeholders, the questions below will guide you in asking the pertinent questions needed to understand the type of change, the size of the change, what is changing, and other critical project scope questions.

Questions to Ask Project & Program Leads

  • What type of change is this? Is it a process change? Systems change? Organizational culture change?
  • What are the goals, objectives, and key aims of the project?
  • What are the program risks? Is there an existing risk/issues log?
  • Are there any lessons learned since the program was initiated
  • What are the known pain points, challenges, concerns?
  • Who else should I speak to as I ramp up on this project?
  • Are there any existing or potential resistance points?
  • …. and many more


The information you gather as part of your Program Assessment will be used extensively in your awareness and engagement campaigns.

Don’t Miss:

AGS Program Assessment Tool

Project Assessment Management Tool

External source: Pixabay:

Author: Ogbe Airiodion (Senior Change Management Leader and Founder of AGS).
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