| Stakeholder Group | Process Change | Technology Change | Behaviour Change | Role / Structure | Impact Level | Urgency | CM Action | |
|---|---|---|---|---|---|---|---|---|
| Stakeholder / Group | Quadrant | What We Need From Them | Key Concern or Risk | Engagement Approach | Cadence | Owner | |
|---|---|---|---|---|---|---|---|
| Message / Topic | Audience | Channel | Timing / Milestone | Key Message | Owner | Status | |
|---|---|---|---|---|---|---|---|
| Stakeholder Group | Capability Gap | Current Level | Required Level | Gap Size | Learning Approach | Delivery Format | By When | Owner | |
|---|---|---|---|---|---|---|---|---|---|
| ID | Category | Risk Description | Affected Group | Likelihood | Impact | Rating | Mitigation Action | Owner | Status | |
|---|---|---|---|---|---|---|---|---|---|---|
| High | ||||||||||
| Medium | ||||||||||
| Medium |
| Milestone / Gate | Target Date | Change Readiness Criteria | Evidence Required | Conditions / Caveats | CM Decision | Decision Date | Approved By | |
|---|---|---|---|---|---|---|---|---|
| Phase / Stage | Category | Type | What Happened | Why It Happened | Recommendation | Captured By | Date | |
|---|---|---|---|---|---|---|---|---|
| Field | Location | Options and What They Mean | |
|---|---|---|---|
| Impact Level | Tool 01 | High The change fundamentally alters how this group works - their daily tasks, systems used, or decision-making authority. Requires active engagement, dedicated training, and close monitoring. Medium The change is noticeable and requires adjustment but does not restructure their core work. Requires targeted communications and some training. Low Awareness and information is sufficient. Minimal adjustment required. Monitor via standard channels. | |
| Urgency | Tool 01 | Immediate Engagement must begin now - before the next project milestone. Delay creates risk. Near-term Engagement should start within the current programme phase. Deferred Can wait until a later phase without creating adoption risk. Re-assess at each milestone. | |
| CM Action | Tool 01 | Engage / Train Full change journey - stakeholder engagement, comms, and training required. Sponsor This group needs leadership engagement and visible sponsorship more than training. Comms Only Inform them clearly. No training or co-design required. Monitor Low priority currently. Maintain awareness; re-assess if context changes. | |
| Quadrant | Tool 02 | Manage Closely High influence, lower impact on them. Losing their support is a project risk. Keep Engaged High influence and highly impacted. Your coalition builders. Keep Informed Highly impacted but limited influence. Feel the change most acutely. Monitor Low influence and low impact. Standard comms sufficient. | |
| Cadence | Tool 02 | Weekly Active risk or critical path dependency exists. Bi-weekly Standard engagement for high-priority stakeholders. Monthly Low-risk stakeholders with no immediate action required. As needed Reactive only. No scheduled touchpoint. Use for Monitor quadrant. | |
| Resistance Type | Tool 04 | Active / Vocal Openly expressed - in meetings, to peers, or to leadership. Requires a direct response. Passive Non-participation, slow compliance, or silence in sessions. Harder to detect. Requires manager involvement. Structural The system, incentives, or processes make the old way easier. Remove the structural barrier, not just the person's attitude. Political Driven by power dynamics, turf protection, or competing agendas. Requires senior sponsor intervention. AI Surveillance Anxiety Fear that the new system will make previously invisible performance data visible, leading to increased scrutiny. Common in AI and automation deployments. Response: Transparent data governance policy communicated early, anonymised pilot data where possible, manager-led 1:1 reassurance conversations. Skills Inadequacy Fear Belief that AI capability will expose or amplify personal competence gaps. Often silent and self-concealing. Response: Reframe training as capability investment not performance assessment. Use peer learning formats to reduce visibility pressure. | |
| Gap Size | Tool 07 | Large No prior exposure. Significant new skill or knowledge required. Formal training is likely necessary. Medium Partial capability exists. Needs structured enablement - could be training, coaching, or guided practice. Small Existing capability is close. A job aid, brief walkthrough, or peer support is likely sufficient. | |
| Learning Approach | Tool 07 | Instructor-led Classroom or virtual facilitated session. Best for complex new skills and where peer learning is valuable. e-Learning Self-paced digital module. Best for awareness-level content or where scheduling is difficult. Job Aid / Reference Quick reference guide, checklist, or decision tree. Best for procedural tasks with low complexity. Coaching 1:1 targeted sessions. Best for leadership capability or sensitive performance gaps. On-the-job Learning through doing with a buddy or supervisor. Best for hands-on system tasks post-training. | |
| Risk Category | Tool 08 | Leadership Sponsor availability, coalition stability, messaging alignment. Capability Training coverage, skill readiness, knowledge gaps. Comms Message clarity, reach, timing, or rumour escalation. Process Workaround persistence, SOP gaps, handoff failures. Technology System defects, integration failures, access issues. Capacity Operational pressures reducing bandwidth for the change. External Policy, regulatory, vendor, or political factors outside the programme's control. | |
| Gate Decision | Tool 09 | Go All criteria met. Proceed as planned. Conditional Go Proceed but with named conditions that must be resolved within a defined window. No-Go One or more critical criteria not met. Do not proceed until resolved. Requires sponsor decision. Deferred Gate is not yet due for assessment. Return at scheduled date. | |
| Lesson Type | Tool 10 | What Worked Practice worth repeating and codifying as a standard approach. What Didn't Approach that failed or underperformed. Document the root cause honestly. What to Repeat A specific decision or action that should be replicated on future programmes. What to Avoid A pattern or choice that created avoidable problems. Name it clearly so future programmes recognise it early. |
| Endorsing the Change | Sponsoring the Change |
|---|---|
| Signs off on the project charter | Attends team briefings in person |
| Sends a launch email | Addresses resistance publicly and by name |
| Delegates change decisions downward | Escalates blockers within 48 hours |
| Approves the budget | Protects the budget when competing priorities emerge |
| Is available if escalated to | Proactively checks in with the CM Lead |
| References the change in all-hands presentations | Models the new behaviour visibly and consistently |