Why do we need to change?

Phase one is about defining what you’re trying to achieve with the change. It’s about setting clear goals and thinking through all the potential implications of a project – from the financial costs to the impact on people.

We’ve identified six clear activities that will help you in this phase:


Situation analysis +-

To define current ways of working and challenges faced

Download guidance (.pdf) – 2.2 MB Download tool (.xlsx) – 16 KB
Vision for change +-
Stakeholder & relationship maps +-

Identify those affected by the change, directly and indirectly

Download guidance (.pdf) – 2.2 MB Download tool (.xlsx) – 3.3 MB
Business benefits, financial and people data +-

Capture the change outputs, financial and non-financial

Download tool (.docx) – 252 KB
People change roles +-

Set out and agree areas of accountability

Download guidance (.pdf) – 2.2 MB
Project management +-

Work within the formal structure of project management where appropriate

Download guidance (.pdf) – 2.2 MB

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