AGS Process Change Impact Assessment Template

for Assessing, Tracking, and Managing Process Changes

What Skill Level Is This Change Impact Assessment Toolkit For?

Question: “Hi AGS, Are your tools more for experienced change managers or those who are completely new and don’t know anything about change management?”

Answer: Our tools work well for everyone at any skill level! We find that both experienced change managers with decades worth of projects under their belt, as well as people doing their very first change management project love our AGS change management tools.

Our Toolkits are comprehensive and easy to learn and have all the rich analytics and customization features that experienced change managers appreciate.

Process Impact Assessments Made Easy

There are many moving parts to change management and doing a process impact assessment for a business change.

You have to map the current and future states, identify the impacted groups and job roles, estimate the level of impact, develop your change management requirements, and more! AGS’ Process Impact Template provides you with everything you need to plan and implement a successful analysis of your process changes.

The Toolkit includes various tools and templates that are designed to help those new to process change assessments to ramp up the learning curve with expert guidance as well as give seasoned practitioners, organizations, and consulting groups the tools that are truly time-saving.

This top-rated Process Impact Assessment Tool has been created for:

  1. Conducting organizational process impact assessments
  2. Offering real-time reporting of your process impact analysis
  3. Analysis of enterprise-wide or group-wide transformations
  4. Review of impacts by organization group, job role, and geographical region
  5. Assessing technology process change impacts
  6. As the first step for your change management planning process

Illustrations – 
Homepage of the Process Impact Assessment Toolkit

Process change impact assessment and business impact analysis template

Comprehensive and Easy-to-Use Assessment Template

Illustrations – 
Screenshots from AGS’ Process Impact Analysis Template with Sample Data

What is Process Impact Assessment? Impact of Change Management Process Change Impacts Tool – Template Database With Sample Data

Process Impact Assessment Template

Process Impact Assessment Template & Management Tool

Our process impact assessment tool (with Excel and online versions) is a toolkit that you can use to conduct all aspects of your process change impact analysis

The Template is already set up to gather data according to change management best practices, incorporated from several methodologies. You can also easily add your own columns anywhere you like to capture the additional data you want.

Use the tool’s Template Database to gather and document the key pieces of information that are required for an effective process impact assessment, including the following:

  • Summary of each process that is changing: “As-Is” processes vs. “To-Be” processes
  • Change delta (what is changing between how people do their jobs today versus how they will do it in the future – after Go-Live)
  • The groups that will be impacted
  • The job roles that will be impacted
  • The estimated number of employees, customers, or end-users that will be impacted
  • The severity, scale, and magnitude of the impacts
  • The timeline of the impacts on each group
  • And most importantly, information on what the change management team needs to know. This includes the change benefits, training, and communication requirements

When populating the Process Impact Assessment Database, use the AGS’ Process Impact Analysis Tool’s Sample Data as a guide for the type & level of information to gather and enter into the template. 

Change Impact Software – Template Database with Sample Data

Process Impact Assessment Excel Matrix and Spreadsheet

Flexibility & Scalability

Your AGS process impact assessment software’s template is scalable, meaning you can use it for any type of program, from small projects that will impact only a few groups to large transformations that will impact thousands of employees, managers, customers, and external users.

Analytics & Reporting Dashboard

The Process Impact Assessment Toolkit comes with an analytics dashboard for monitoring and reporting on your impact analysis progress.

The analytics dashboard that comes with your AGS process impacts tool gives you real-time insights on the number of processes that are impacted by the change, as well as the number of impacted stakeholders or employees, and much more.

Your Process Change Impact Analysis Tool Dashboard is continuously up-to-date with the progress you or your team are making as you complete the steps and tasks needed for your project impact analysis and assessment exercises.

This Toolkit saves you a ton of time when it comes to analyzing and presenting your data. Instead of having to spend hours pouring over your inputted information and trying to chart it into comprehensive insights – AGS Cloud has done it all for you!

What organizational leaders and executives want to know is ‘How big is the change for my divisions, departments, and teams? And so we have included a more detailed and interactive reporting structure.

Number of Impacted Users impact assessment methodology and matrix Impacted Users and Process Changes

Let us know if you have any questions.

Need a change impact assessment tool that can be used for designating the TYPE of change (process, culture, data, structure, etc.)? If so, then you’ll want our Change Impact Assessment Toolkit.

Why Use OCM Solution Process Impact Assessment Template for Your Change Project?

  • Saves you tons of time on your process change impact analysis 
  • Based on industry-standard change methodologies 
  • Can be used by both beginners and very experienced change managers and project leads
  • Change teams can collaborate together online
  • Automatic reporting that is always current with your data
  • You can access AGS Cloud from any device
  • Keeps you from dropping any balls 
  • Makes you look good with smart analytics!

What’s Inside the AGS Process Impacts Assessment Toolkit?

  • Free change management templates & roadmaps
  • A comprehensive and ready-to-use process impact assessment template
  • Guides, presentation templates, assessment framework
  • Instant analytics as you input data (no spending hours trying to create reports)
  • Ability to upload your data from a spreadsheet or key it into the Cloud interface
  • Master organizational lists that populate into all modules as dropdown options
  • Ability to create your own data capture columns anywhere you like in the template
  • Ability to add on special features like knowledge library access or a live dedicated Senior Change Manager as a resource
  • and More!

What are Customers and Users Saying about Using AGS’ Change Management Toolkits?

“I have been doing change management for a while and have never ever seen a comprehensive set of tools like the AGS All-in-One Change Tool. I love the fact that I can see everything in one place.”
Change Management Director (Large US Banking Firm)

“Saves me a lot of time. No one else has the full package like AGS”
Consulting Partner (Top 5 Australia Consulting Firm)

“I appreciate all the capabilities the toolkit has and impressed that it has everything my team and I need. We don’t have to try to find other tools or spreadsheets to fill in the blanks. I like how easy the Organizational Readiness survey looked for gathering data.”
Change Consultant (Change Management Team – Global Semi-conductor Organization)

“This toolkit provides me with a great way to share data with stakeholders and senior executives in real time. As I input data, the analytics reporting dashboard automatically refreshes.”
Project Manager (UK Government Agency)

“I’ve been doing change management for years and have never seen a comprehensive set of tools like these before. This is a great way to share data with stakeholders in a real-time and collaborative way.”
Business & Change Consultant (Consulting Firm Partner)

“I certainly love having all these change templates and dashboards at my team’s disposal, rather than re-inventing the wheel every time we start new project, or using some of the ones we created on Excel for other projects.”
HR Director and Senior Change Manager (Global Semi-Conductor Technology Firm)

Don’t hesitate to let us know if you have any questions. 

Contact the OCM Solutions Team if you have any questions about OCM Solution toolkits, products, or services. As pioneers of best change management practices, we believe in supporting the global change management community.

Affordable, No Hassle Pricing. 

All-in-One Change Software

$75 / month.

Are you an individual or small Change Management team (1-4 individuals)?

Visit Our Checkout Page to Subscribe Today!

Are you a Change Management team with 5 or more individuals?

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Excellent ROI from the first month!

Looking for more tools?  If you’d like more project and change management tools, we offer the All-in-One Change Mgt Toolkit. It includes a full portfolio of change management tools perfect for Change Management Teams, Change Leads, and Consultancies.


Multi-prong question about sharing the Process Impact Toolkit with other team members

Questions: Can I share this Process Impact Assessment Tool with others? What are the requirements for the single-use license? If I have a colleague on the same project, can we use it separately and work on the project separately, or do we need to buy 2 licenses?

Answer: Our Process Impact Assessment Tool is offered on a per-user basis. You can add users to your account to collaborate with you, but they need to subscribe. Subscribing gives them their own single-user license. After you purchase the Process Impact Tool, we will follow up with additional details on the 3 quick steps for adding teammates and other users to sharing the tool with you.

Can I cancel at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. We don’t have any locked-in, long-term contracts! You can cancel at ANY point (even before your renewal date), and we’ll issue a prorated refund —no hoops for you to jump through.

Does the Process Impact Analysis Tool include guides and tutorials?

Answers: Yes, it does. And more. It also includes video tutorials that provide you with a step-by-step walkthrough on using the Process Impact Assessment & Management Tool.

Can I upload (import) data into the Process Impact Tool’s spreadsheets. For example, can I upload employee rosters vs having to re-enter the data?

Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your Process Impact Assessment Tool. Automatically import your data from other databases or spreadsheets in minutes and instantly bring your team together.

I am in a different region, will this Process Impacts Tool still work for me?

Answer: Yes, most definitely. This Process Impact Assessment Toolkit was developed for change practitioners in the United States, Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and in any region. It is truly a global Process Impact Assessment & Management Tool platform.

Can I remove AGS branding and use my branding or firm’s logo?

Answer: Yes, you can replace AGS branding on your purchased Process Impact Assessment Tool, when you add a customization or a value-add service plan to your order. 

If acquiring the Excel version of the Process Impact Assessment Toolkit, add our Customization Service plan.

If acquiring the Cloud version of the Process Impact Assessment Toolkit, add the “Value-Add Service – Premium” plan. Let us know if you have any other questions.

Can I upgrade at any time? Can I add more products later on?


You can add products or upgrade at any time, but some products may need to scale together with this Process Impact Assessment Tool. Check out our All-in-One Toolkit for more details.

How are future enhancements/changes handled for this Process Impact Assessment Toolkit?


• Future upgrades and changes to your Process Impact Assessment Toolkit will be done periodically. Upgrades and future enhancements will always be free to customers.
• If you decide to go with the Excel version of this Process Impact Assessment Tool please note that our Excel products are considered final sales, meaning there are no upgrades, refunds, or changes to them after purchase. See also: Which Version Should I Go With? Cloud or Excel?

AGS Founder’s Note

Developing The Process Impact Assessment Template and Tool Discussed Above

As a Senior Change Management Program Manager, I have spent the last decade increasing change adoption and project implementation successes across different industries, sectors, and organizations.

I often get questions from change and project managers on how best to measure the impact of a project, program, or initiative.

Sample questions people have asked that led to the development of this impact assessment tool and template included: “Is there a simple-to-use impact assessment template or tool that can be used on any project?” and “What are the best process impact analysis software or project impact measurement tools to use this year?”

This is also a very common one: “Do you have templates for presenting change impact assessment reports to senior leaders?”

Based on the ever-increasing demand for the best change impact template and tool, I decided to work with the developers here at AGS to develop a user-friendly, advanced, and simple-to-use impact analysis software tool.

Using the process impact assessment template and database provided, you can easily track the severity of impacts across the organization, including the number of groups and departments that are impacted by the severity of impact. Easily eliminate the guesswork on who is impacted, as well as the severity of the impacts.

Let me know if you have any questions.

Ogbe Airiodion

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Excellent ROI from the first month!

Note: Content on OCM Solution's website is protected by copyright. Should you have any questions or comments regarding this OCM Solutions page, please reach out to Ogbe Airiodion (Change Management Lead) or the OCM Solutions Team today. OCM Solution was previously known as Airiodion Global Services (AGS).

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