OCMS Portal - Project Risk Assessment Tool

Change Management Project Assessment Template & Toolkit for Evaluating Project Risk & Success

Hi and welcome to OCMS Portal. Today we’ll provide you with an overview of the Change Risk Assessment tool.

We’ll dive into the change risk assessment tool’s core features that contribute to making OCMS Portal the best All-in-One organizational change management platform by simplifying and streamlining the change management process. 

The change risk assessment tool is designed to focus in on project risk in a holistic way. This incorporates the coordination between the project management team and the change management team. It is part of Phase 1: Assess in the OCMS Portal framework.

When you arrive on the Change risk assessment tool you’ll have various questions to score with a yes or no answer. These questions represent different deliverables that are typically needed for a project to be successful.

OCMS Portal is a learning resource, you can access tool related video tutorials and important resources such as documented guides.

OCMS Portal Free Resources

OCMS Portal is also a companion while you conduct your change management activities, the change risk assessment tool is there to help you identify different levels of project risk.

In the tool you’ll be able to:

1. Answer risk assessment questions from 3 different stages:

OCMS Portal project risk stages

Starting off with “Stage 1: Readiness & Assessment”, that relates to items done during the initial stages of a project, including assessments has stage categories such as Project Documentation Assessment, Team Assessment, and Sponsors. Next, is “Stage 2: Planning & Development” which incorporates items done when planning and deploying the project and has categories like Planning, Communication, and Go-Live Readiness. Lastly, “Stage 3: Post-go-live Normalization” stage is related to post-go-live adoption and normalization activities and has questions inline with Issue Resolution, Post Go-Live Support, and Closure. 

2. Modify project management and change management readiness questions to tailor the assessment to your specific organizational needs.

3. Gauge Category, Stage and overfill project risk scores – the risk scores will update as you answer more questions, but the tool is smart enough to only calculate the questions that have been answered, providing an accurate risk score based on where you are in the project’s timeline.

4. View a list layout of your questions as well as risk insights and reports.

The outputs of the change risk assessment tool provides valuable insights on the crucial collaboration between the project and change management teams. Both must work in harmony to reach the overall company objectives. Performing a change risk assessment will help you set risk priorities. Not all risks are created equal and assessing their potential impact and likelihood of occurrence allows you to focus your attention and resources on the most critical risks.

Establishing mitigation plans and strategies at this early stage once risks have been identified and prioritized will significantly reduce the likelihood of risk occurrence or to minimize the impact if they do occur. In addition to mitigation plans, a risk assessment also involves developing contingency plans. This plan outlines what actions will be taken if a risk materializes, ensuring that the project can continue or be brought back on track.

In today’s fast-paced world, staying competitive is the key to success, and our change risk assessment tool in our cutting-edge OCMS Portal All-in-One suite is here to make your life easier.  

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Discover the numerous advantages of enrolling in an OCMS Portal team account, a strategic step that can elevate your organization’s performance.

Don’t miss out on the opportunity to revolutionize your change management. OCMS Portal is your trusted partner for achieving seamless, successful change. Join us on this transformative journey and experience the difference for yourself.

OCMS Team Account

Big benefits that come with a team / enterprise account:

  • Centralized Benefits: With OCMS Portal team account, everyone in your organization will be on the same platform. This ensures seamless communication and collaboration, eliminating the chaos of juggling multiple tools and platforms. The efficiency gains from centralization alone can be a game-changer for your team’s productivity.
  • Dedicated Support: You won’t be navigating the challenges of adopting a new system on your own. OCMS Portal team accounts come with dedicated support specialists who are there to assist you every step of the way. Whether you need technical assistance, have questions, or require guidance, you’ll have experts at your fingertips.
  • Customization: Your organization is unique, and your branding should reflect that. OCMS Portal team accounts offer the flexibility to request customizations that align with your corporate branding. This ensures that your team’s experience is not just efficient but also tailored to your organization’s identity.
  • Cost-Efficiency: OCMS Portal team accounts come with cost-saving benefits compared to individual accounts. You can optimize your budget while providing your team with the best change management tools and support available.

OCMS Team Account

Are you ready to take your team’s productivity and collaboration to the next level? We’re excited to show you around and can’t wait to have you and your team using the best organizational change management software. Reach out today for a personalized quote or schedule a Zoom call

The OCMS Portal Team Account is designed to supercharge your team’s performance, streamline your workflow, and boost your bottom line. Make it your your team’s competitive advantage.

OCMS Portal – Change Management, Simplified
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What comes with your OCMS Portal subscription

The OCMS Portal subscription includes:

  • Access to all tools and sections of the platform
  • 1 free user license
  • 2 free project licenses
  • Unlimited Surveys
  • Advanced analytics and reports
  • Access to all OCMS Portal free resources (from topics such as OCM Metrics, Roadmaps, ITIL, Engagements & Briefings, and much more)

At any point you can add more project, user and guest licenses as well as the change management library and rebranding add-ons. 

Discover more benefits of a team account with multi user and enterprise discounts, stackable on top of an annual discount.  

Top Change Management Project Impact Assessment Template with Analytics & Checklist 

There are two key types of project assessments that need to occur during a change management project.

One is the assessment performed at the beginning to learn about the project. This change management project assessment and evaluation is necessary to understand the project scope, timeline, deliverables, milestones, objectives, and more.

The second type of change management project assessment example is the assessment to determine project risk and success. This helps you identify areas that need attention, and easily pin point what is going right or wrong? This type of assessment is vital to ensuring a  change management project is on track for success.

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Change Management Project Assessments Made Easy

The OCM Solution Change Management Project Assessment Tool makes it easy to complete both types of assessments.

It includes a change management project assessment checklist to walk you through understanding the project and assessing its parameters, goals, and scope. It also has an innovative change management project management evaluation template and dashboard that provide you with scoring and cues on what may need to be done to improve the project’s technical deployment and solution adoption.

The OCM Solution change management project evaluation form template and tools are designed to help those new to project assessments ramp up the learning curve with expert guidance as well as give seasoned practitioners, organizations, and consulting groups a project assessment tool that is truly time-saving.

This All-in-One Change management Project Assessment Template & Checklist has been created for:

    1. Conducting project assessment and evaluation to learn about a project
    2. Doing a project needs and risk assessment
    3. Reporting on project risk status so issues can be addressed proactively
    4. Analyzing how well the project management & change management teams are collaborating
    5. Identifying areas of a project that are going well or that are failing
    6. Helping to ensure a project is both deployed and adopted successfully

OCMS Portal has all of that and more!

OCMS Portal - Project Risk Main features

Change Risk Assessment | Easy-to-Use Project Evaluation Form Template

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Background Story Behind the OCM Solution Project Review Software

As a Senior Change Management Consultant and a former U.S. Marine, I have successfully delivered transformational business, social, and culture changes that impacted hundreds of thousands of individuals across the Federal Reserve Bank, Intel, Accenture, Cisco, Apple, Deloitte, Capital One, Fannie Mae, AIG, HSBC, and other organizations.

Throughout my change management career, one major pain point I have heard from hundreds of practitioners has been a lack of a consistent, standardized, and best-in-class project assessment template that can be used to evaluate a project and inform on areas of risk.

And so, as a Pioneer of best business, social, and organizational toolkits and a strong advocate of the global innovation community I decided to work with OCM Solution (formerly AGS) Designers and Developers to launch the #1 top-ranked Project Needs Assessment Template below that any change practitioner, organization or consulting firm can use, irrespective of experience.

Ogbe Airiodion
Senior Change Management Leader

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Project Readiness Checklist & Template Features

Features to Enhance Your Project Assessments

Everything in One Place

The OCM Solution project assessment template provides one centralized place to keep track of your project assessment tools, project research, risk status, tasks, notes, and more. It also includes project assessment examples to increase success.

Project Risk Management

Simplified Project Impact Assessment Template

Our project risk & success template presents a set of (editable) project and change management deliverables due in different stages of a standard project. You indicate which are delivered, and the system scores each category, stage, and the overall project risk automatically!

Helpful Project Assessment Survey

Leverage the survey included in this project evaluation criteria checklist and tool to help you ramp up the learning curve for a project quickly. It includes questions you can ask of project leaders, sponsors, SMEs, and others to identify important project details.

project management evaluation template

Project Evaluation Checklist & Task Workflow

Need help getting started with a project you were just assigned to for change management support? Use the Project Assessment Checklist included in the OCM Solution project assessment software for a full project assessment workflow.

Tasks Checklist

Project Evaluation Template Excel Export

Work where you like. Use the cloud interface or export a project evaluation template Excel version to work offline.

project evaluation template excel

Instant Analytics & Risk Scoring

This Process Assessment Template includes comprehensive analytics that provide quick and meaningful insights into your project risk assessment, including comprehensive scoring per each category. Save hours using our project management evaluation template dashboard to inform on project “hot spots” that need to be addressed.

OCMS Portal - Risk Assessment Reports

Project Readiness Checklist with Integrated Task Management

Task tracking is a core part of any project assessment example. Use the project evaluation criteria checklist to track your project assessment tasks as you learn about the scope, objective, timeline, etc. This addition makes this project evaluation checklist even more valuable.

Project Assessment Example Data

The OCM Solution project impact assessment template and reporting dashboard include sample data to get you started. These detailed project assessment examples help you better understand how your data will look once entered and the types of reports it will generate.

project needs assessment template

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New to Change Management? No problem.

Our tool includes a step-by-step tutorial to walk you through best practices for conducting a project assessment and evaluation.

Sign up for our change risk assessment tool today.

OCMS Portal Learning

Change Management Learning

Don’t hesitate to let us know if you have any questions about this project needs assessment template, risk score dashboard, and a project assessment checklist.

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Generate Masterful Project Assessment Tool Analytics Reports

project evaluation criteria checklist

Analytics & Reporting Dashboard

Instantly report on project risk and success in multiple categories of project deliverables. Not only will you be able to use the project impact assessment template to generate an automated category, stage, and project risk score, but you’ll also gain insights into which deliverables are putting the project in danger.

Get project management evaluation template reports on project management solution deployment, as well as change management solution adoption for a realistic project risk status.

Our analytics save you a ton of time when it comes to analyzing and presenting your data. Instead of having to spend hours poring over a project evaluation template Excel sheet to figure out charts – OCM Solution has done it all for you!

Exporting your reports and data is easy. You can export your project needs assessment template reports to PDF or PowerPoint.

You can securely access your project risk assessment software using any device including a mobile phone, iPad, laptop, Mac, or PC, and from any location (office, home, or even when traveling).

Security Policy OCMS Portal

Comprehensive Project Assessment Template for Risk & Success

OCM Solution’s #1 project assessment tool can be used to get both a high-level overview and a detailed granular view of your project risk and success.

Use the dynamic view of the project readiness checklist template to check off project deliverables on both the deployment (project management) and adoption (change management) sides of the project.

The project assessment template also includes a matrix view, where you can see all details of your assessment in a table format. Both views also are available to see in a project assessment example that is filled in with sample data.

Project risk & success are scored as follows:

  • One overall project score
  • Scores for each of the 3 key project stages
  • Scores for each category in each stage
  • Scores for project management & change management in each category

Scoring is automated as you note which deliverables have been completed. You also have the flexibility in this project impact assessment template to edit the default deliverables in each category.

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Contact us if you have any questions about this project assessment template or our project evaluation criteria checklist.

What’s Inside the OCM Solution Project Assessment Tool?

  • Project needs assessment template
  • Project assessment analytics dashboard
  • A step-by-step project evaluation criteria checklist
  • Guides, tutorials, webinars, and other helpful resources
  • and More!


Multi-prong question about sharing the project impact assessment template with other team members

Questions: Can I share the OCM Solution change impact assessment tools 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: OCMS Portal software is offered on a per-user basis. You can add users to your account to collaborate with you but they need to have their own license. You can purchase as many licenses as you need and assign it to your team members either right away or after you subscribe – it’s easy to add teammates and other users.

Can I cancel at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our change risk assessment tool are recurring but can be canceled before the next renewal period. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.

Does the change risk assessment checklist include guides and tutorials?

Answers: Yes, it does. You’ll find change change risk assessment tutorial guides and video tutorials that provide you with a step-by-step walkthrough on using the Change Risk Assessment Tool. 

I am in a different region, will this Change Risk Assessment Tool still work for me?

Answer: Yes, most definitely. This Change Risk Assessment Template was developed for change practitioners in the United States, Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and any region. It is truly a global project risk & success assessment platform.

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

Answer: Yes, you can replace OCM Solution branding on your purchased project evaluation form template, when you add the Rebranding add-on to your order.

How are future enhancements/changes handled for this Change Risk Assessment Template?

Answers: Future upgrades and changes to your Change Risk Assessment Tool will be done periodically. Upgrades and future enhancements will always be free to customers.

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Excellent ROI from the first month!

FAQ | Project Assessment Examples

What is initial project assessment?

The initial project assessment is done by change managers and project managers at the start of a project to understand what the project is about.

This includes going through a project assessment checklist to see which documents need to be reviewed (project charter, etc.) and who should be contacted to learn the scope, deliverables, timeline, etc. of the project.

What is project risk assessment?

Using a project assessment template for risk assessment involves looking at all stages and areas of a project and indicating areas that are on track and those that are not.

It’s best to know as early as possible that a project is at risk, and where that risk is located, so it can be addressed.

Why is project assessment necessary?

If you don’t assess a project using a project assessment tool, then the project could fail. Project assessment is necessary for catching problem areas before the project fails. It serves as a discussion point and roadmap for things to address in a project to ensure it will meet its objectives.

How do you evaluate project performance?

The OCM Solution Project Assessment Template uses project management and change management deliverables to evaluate project performance. If the deliverables are completed, the project is on track. If they are not, then it indicates an area of project risk.

Note: Content on OCM Solution's ocmsolution.com 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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