Readiness to Change Assessment Tool with Go Live Checklist for Readiness
Top-Rated Change Readiness Assessment Template and Dashboard – Everything You Need
Have you been looking for the right change readiness tools that allow you to easily track your go-live readiness across multiple assessments? Need to show the progression in launch readiness between a baseline assessment and subsequent change readiness assessments?
The OCM Solution Change Readiness Assessment Tool provides you with everything you need to plan and implement a business readiness checklist to get individuals and groups prepared to successfully adopt a change.
This includes both individual-level and group-level change readiness assessment templates, a survey that captures details like awareness of the change, acceptance of the change, capacity, knowledge, and more.
The OCM Solution golive templates to assess the level of preparedness for project launch are equally suited to newbies and experienced change managers. These comprehensive tools and templates help those new to change management ramp up the learning curve with expert guidance as well as give seasoned change managers tools that are truly time-saving.
Change Readiness Assessments Made Easy
The OCM Solution readiness for change assessment tool provides you with columns for 5 key KPIs that gauge readiness for go-live. These include:
- Awareness of the Change
- Acceptance of the Change
- Capacity for Change
- Knowledge of What is Changing
- Level of Training Needed
You can capture these metrics using the change readiness matrix survey that comes with the toolkit. Then upload the answers to the change management survey questions right into the template.
An innovative feature of this business readiness assessment template is that the overall readiness result will auto-calculate for you based on those five KPIs.
Don’t guess whether your groups are ready or not, get the answer based on scores for awareness, acceptance, capacity, knowledge, and training needs.
New to doing change readiness assessment?
Your OCM Solution organizational readiness tools come with a go live checklist template to walk you through assessing and preparing groups for an upcoming change.
Use the pre-populated go live readiness checklist template and follow our steps and helpful tips. You can also edit this project go-live checklist for your own needs to give your team a consistent set of actions to take for a readiness plan.
Tailor our checklist to be a software implementation checklist, cutover checklist, SAP go-live checklist, ERP implementation checklist, a pre go-live checklist for M&A, post-implementation review checklist, or another type of go live readiness checklist. You can use our tools “out of the box,” or tailor them for your needs.
If you are looking for an alternative to use instead of the change readiness assessment template Prosci has, then the OCM Solution Readiness Toolkit will be an excellent option.
This all-in-one group and individual readiness for change assessment tool & launch readiness checklist enables you to:
- Conduct multiple change readiness assessments and see side-by-side results
- Use readiness plan best practices, rather than guessing about group readiness for a project launch
- View a comprehensive change readiness assessment report showing overall readiness and detailed KPIs
- Export a change readiness assessment PDF or PPT report
- Leverage a pre-populated organizational readiness assessment checklist to guide you through the readiness management process
- Easily send change management survey questions to individuals via a cloud link or email
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Easy-to-Use Operational Readiness Assessment Template
Background Story Behind the OCM Solution Change Readiness Matrix, Template, and Business Change Readiness Checklist
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 operational readiness assessment template that can be used to evaluate individuals and groups for go-live readiness.
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 Readiness Assessment Template below that any change practitioner, organization or consulting firm can use, irrespective of experience.
Senior Change Management Leader
Have you been looking for an organizational readiness for change PDF, software implementation checklist, cutover checklist, SAP go live checklist, ERP implementation checklist, or a replacement for a Prosci readiness assessment tool? Please reach out and let us know.
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Operational Readiness Template & Pre Go Live Checklist Features
Features to Enhance Your Change Readiness Plan
Everything in One Place
The OCM Solution business readiness template provides one centralized place to keep track of your change readiness assessment tools, overall readiness result, project go live checklist, tasks, notes, and more. It also includes business readiness plan template sample data to increase success.
Simplified Organizational Readiness Assessment Template
Our change management readiness assessment template makes it easy to assess individuals and groups for their preparedness for an upcoming project launch. It’s already set up with important KPIs you can use for an ERP readiness assessment or any other type of change readiness assessment. Plus, get your overall readiness result calculated for you for fast reporting!
Change Management Survey Questions for Readiness
Leverage the survey included in this organizational readiness to change assessment tool to help you quickly capture the readiness data you need. It includes questions you can ask of individuals and group leaders that you can then easily import into your individual readiness for change assessment tool template.
Business Readiness Checklist & Readiness Plan Tasks
Need help getting started with readiness assessment for impacted stakeholders? No problem! You can use the go-live checklist template included in the OCM Solution change readiness assessment tool. This is flexible to tailor as a cutover checklist, ERP implementation checklist, launch readiness checklist, SAP go live checklist, post implementation review checklist, and more.
Export Your Organizational Change Readiness Assessment Template to Excel
Work where you like. Use the cloud interface or export your change readiness assessment templates to Excel to work offline. Just import the Excel back to the cloud to view your change readiness assessment reports.
Instant Analytics & Reports on Your Overall Readiness Result
Get powerful change readiness assessment report filtering that allows you to see data visualizations at a granular level. The change readiness matrix graphs will chart readiness progress across assessments and by KPI as well as the overall readiness result.
Golive Templates with Integrated Task Management
Task tracking is a core part of any project or ERP readiness assessment. Use an organizational readiness assessment checklist or template to track your preparedness tasks as you ready individuals and groups for the project’s launch date. This addition makes this go-live readiness checklist template even more valuable.
Business Readiness Assessment Template Sample Data
The OCM Solution organizational readiness tools and project or software implementation checklist include sample data to get you started. These detailed readiness plan examples help you better understand how your data will look once entered and the types of reports it will generate.
Export a Change Readiness Assessment PDF or PPT Report
The reporting dashboard in the OCM Solution business readiness template makes it easy to share reports in no time. You can choose which individual reporting visualizations you want to share and then export your organizational readiness for change PDF or PPT reports.
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New to Change Management?
Our Operational Readiness Plan Template includes a step-by-step tutorial to walk you through best practices for conducting a change readiness assessment.
Don’t hesitate to let us know if you have any questions about this organizational readiness assessment tool and change readiness checklist that can be used as a substitute for the Prosci change readiness assessment.
OCM Solution Change Readiness Assessment Report: Easily see how your change management engagement is paying off in the change readiness improvement timeline chart.
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Do you have any questions about our operational readiness assessment template, g0 live readiness checklist, or a change readiness assessment Prosci alternative? Reach out and let us know!
Generate Masterful Change Readiness Assessment Tool Analytics Reports
Analytics & Reporting Dashboard
Instantly report on the readiness KPIs of impacted stakeholders and groups. Plus, show how change management engagement is making a difference through detailed change readiness assessment progress reports.
View project readiness assessment template reporting for overall go-readiness for your impacted groups, and drill down into the various KPIs to see which areas may need attention.
The reporting comes in automatically from your organizational readiness assessment template as you enter data. So, your reporting is always up to date with the latest entries and project or ERP readiness assessment that’s been conducted.
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 business readiness plan template in Excel to figure out charts – OCM Solution has done it all for you!
Exporting your reports and data is easy when you need to present them to others. You can export to a change readiness assessment PDF or PowerPoint. Both the organizational readiness for change PDF and PPT reports help you easily share your readiness findings with others and point out what’s going well and what may need more attention before the project’s go-live date.
Scroll through some reporting screenshots of the change readiness assessment reports you can generate.
You can securely access your organizational readiness to change assessment tool using any device including a mobile phone, iPad, laptop, Mac, or PC, and from any location (office, home, or even when traveling).
Insight Into Go-Live Checklist Activities
Easily see which groups are supporting or resisting the change, get a holistic view of knowledge and training gaps, see how users are progressing through their awareness of new processes, and much more.
Your change management readiness assessment template reporting is always up to date with the progress you or your team are making as you complete the steps and tasks needed for your readiness analysis and assessment exercises.
View the data from your organizational change readiness assessment template how you like. See all projects or filters to view one or more projects, groups, job roles, locations, and more.
This alternative to the change readiness assessment template Prosci has allows you to view readiness assessment comparisons, or view one assessment at a time. You can also use the correlation reporting that helps you identify readiness risk areas.
Business readiness checklist correlation analysis allows you to identify areas of risk and opportunity.
Contact us if you have any questions about any of our toolkits, products, or services. As pioneers of best change management practices, we believe in supporting the global change management community. Cancel anytime you want, and get a prorated refund. No questions asked 1. Visit our "Checkout Page" below 2. Enter your name and email 3. Review our list of change toolkits. $25 - $50 per toolkit. Add any toolkit to your cart 4. Add additional users (optional) 5. Make payment, and instantly get access to your change management account Individuals or small change teams (1-4 users), click below ---- Mid-to-large change team (5-100 users), click below --
Affordable & No Hassle Pricing Simple Checkout Process
Cancel anytime you want, and get a prorated refund.
No questions asked
1. Visit our "Checkout Page" below
2. Enter your name and email
3. Review our list of change toolkits. $25 - $50 per toolkit. Add any toolkit to your cart
4. Add additional users (optional)
5. Make payment, and instantly get access to your change management account
Individuals or small change teams (1-4 users), click below
Mid-to-large change team (5-100 users), click below
Comprehensive Change Readiness Assessment Templates (Group & Individual)
OCM Solution’s #1 group and individual readiness for change assessment tool can be used to get both a high-level overview and a detailed granular view of your overall group readiness for a transition. It also provides insights into change management engagement planning for your business change readiness checklist.
These change readiness assessment tools are flexible to use how you like. Get started right away with columns already set up to capture all your change readiness assessments. Or tailor the columns in your golive templates to perfectly fit your project needs.
You have a business readiness assessment template for assessments at the group level. There is also an individual-level operational readiness assessment template. Use one or use both! They will both feed into the organizational readiness tools on your analytics dashboard.
The Overall Readiness Result Auto Calculates!
Scoring for the overall readiness result is automated for you! It calculates from the five key KPI metrics used in the operational readiness plan template:
- Awareness of the Change
- Acceptance of the Change
- Capacity for Change
- Knowledge of What is Changing
- Level of Training Needed
This automated scoring saves you a lot of time. Instead of spending hours in your organizational readiness assessment tool, you can capture the five key KPIs via our survey, upload the results, and instantly get an overall readiness score per group and/or individual.
Add as many change readiness assessments as you like!
Smaller projects may only require two readiness assessments, one as a baseline and one before go-live. While larger and longer-term projects may require several. Our project readiness assessment template gives you the ability to add more assessment areas, which are instantly reflected on your analytics reports.
Scroll through some change management readiness assessment template screenshots.
OCM Solution’s #1 Operational Readiness Template & Toolkit offers one easy software to use to conduct and manage all aspects of your change readiness assessment and preparation. It provides you with a best-in-class go live checklist template that allows you to gather the right levels of readiness criteria factors.
Do you know all the readiness factors that need to be assessed? If not, no worries, this business readiness template includes a simplified and optimized structure with pre-defined columns and data fields. Spend less time trying to figure out what you need to assess. This allows you to better focus your time on conducting the assessment itself and reporting on readiness progress.
A change readiness assessment is not a one-time-and-be-done exercise. You want to assess each group multiple times over a period of time to see whether there is improvement or deterioration in their readiness for the change. See the operational readiness assessment template screenshots below for examples.
Example of the Baseline – Readiness Assessment 1 – in the OCM Solution Organizational Readiness Assessment Template.
See progression in business readiness plan template with – Readiness Assessment 2 – (and subsequent assessments as needed)
Connect Key Indicators of Go-Live Readiness to Change Management Engagement
A key goal of a structured change management program is to increase impacted user readiness and adoption. This includes the awareness, acceptance, capacity, knowledge, and training needed to ready impacted individuals for the change.
Once you review the reporting from your organizational readiness to change assessment tool, you’ll see which areas require more user engagement and can track your progress in delivering the activities to increase readiness.
For example, if you see that awareness of the change is low, this indicates that communications engagement is needed to improve awareness. As awareness increases, so does the overall readiness for the change.
If you see that acceptance of the change is low when reviewing the organizational change readiness assessment template, it indicates that meetings and workshops might be needed to improve support for the project.
Being able to track the progress of these activities to increase readiness right in the same change readiness assessment template as you are tracking assessments is incredibly helpful. As it allows you to see where more change management engagement is needed.
For example, say that you see that several stakeholder groups showing low knowledge in the go live readiness checklist template, but also see that delivery of training engagement is at 100%. This indicates more training should be added to improve knowledge so the stakeholders will be ready for the transition.
Likewise, if there are several groups with low awareness listed in your project go live checklist template, you may also note that communication activities have not started yet, which is the reason.
OCM Solution launch readiness checklist of activities to increase readiness.
Use this change readiness matrix to track the progress of change management engagement activities.
Do you have questions about the types of activities that will increase change readiness? Looking for more guidance on using a post-implementation review checklist or an alternative for the Prosci change readiness assessment? Check out our Ultimate Readiness Assessment Guide.
Flexibility & Scalability
Your OCM Solution group and individual readiness for change assessment tool 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.
The change readiness assessment templates can be used for both individual-level assessment, for smaller groups and projects with limited impacts, as well as for large enterprise readiness assessments spanning multiple countries.
OCM Solution platform security is excellent, giving you peace of mind as you use these change readiness assessment tools. View our detailed security page here.
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Contact us if you have any questions about an alternative to the Prosci readiness assessment or questions related to using a pre-go-live checklist to improve organizational readiness for a business change.
Project Go-Live Checklist Template for Readiness Assessments
A bonus feature that you get with your OCM Solution change readiness assessment tool is an organizational readiness assessment checklist that walks you through the process of conducting readiness assessments to prepare groups for an upcoming project launch.
This business readiness checklist comes pre-populated with tasks and objectives you can follow when enabling readiness for a change. You can use the go-live readiness checklist as is and use the steps and tasks provided. Or you can edit the information to tailor the change readiness checklist for your needs.
Use the business change readiness checklist in OCM Solution to track all your tasks associated with your change readiness assessment and management activities.
Tailor This Go Live Checklist for Your Needs
OCM Solution’s change readiness assessment tools and other change management toolkits set you up for success. Use them right away as they are – which is based on change management best practices – or customize them as you like to fit your organization’s needs perfectly.
You can edit the tasks to quickly transform this go-live readiness checklist template into a:
- Post implementation review checklist
- Software implementation checklist
- M&A launch readiness checklist
- Cutover checklist
- SAP go-live checklist
- ERP implementation checklist
- Substitute for the Prosci readiness assessment checklist
- Culture change organizational readiness assessment checklist
- And many more!
Change Management Survey Questions You Can Use
One of the time-saving features of the OCM Solution readiness to change assessment tool is the survey designed to capture key KPIs that are used in your golive templates to gauge readiness.
The change management survey questions line up with the five key KPI columns in the readiness for change assessment tool templates that generate your overall readiness result. This makes it easy to upload the survey results directly into your business readiness assessment template, saving you a lot of time!
Plus, if you’re using the individual readiness for change assessment tool template, the individual’s email address is used as an identifier and the survey results will automatically populate into the correct row.
The readiness survey in the OCM Solution Readiness Assessment Tool is provided in three formats:
- Microsoft Word
- Microsoft Forms
You can use the change readiness assessment PDF survey to quickly see what the questions look like. Easily edit the Microsoft Word or MS Forms versions to add your company/project information at the top.
Here is an example of the Microsoft Forms version of the survey that you’ll find in the OCM Solution operational readiness assessment toolkit.
What are the benefits of using the survey in our organizational readiness tools?
- Do your change readiness assessments quickly
- The change management survey questions are already set up to match the 5 KPI columns in your change readiness assessment templates
- 3 formats to choose from (Word, MS Forms, PDF)
- Results are easily uploaded into the individual-level change readiness assessment tool template
- MS Forms makes it easy to send your survey out and stakeholders can fill it out online on any device
- Surveys can be personalized for your organization
Don’t hesitate to let us know if you have any questions about this alternative to the change readiness assessment Prosci tool or about customizing our change readiness assessment tools for your needs.
Video Review – OCM Solution Business Readiness Checklist, Template & Dashboard
Get the OCM Solution Business Readiness Assessment Toolkit Today!
OCM Solution Business Readiness Checklist, Template & Analytics
What’s Inside the OCM Solution Change Readiness Assessment Tool?
- Group-level change readiness assessment template
- Individual-level business readiness assessment template
- Change readiness assessment reports dashboard
- A step-by-step business readiness checklist
- Readiness to change assessment tool survey to capture readiness KPIs
- Guides, tutorials, and help resources
- and More!
What Else Can I Expect From OCM Solution?
- Control & security with 4 user permission levels
- Integration with other OCM Solution change management tools (change impacts assessment, training management, project risk assessment, and many more)
- A readiness assessment tool that teaches you how to do readiness assessment and preparedness
- Multiple tooltips throughout the platform that explain the “why” behind the data
- Responsive support for all your change management and readiness plan questions
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Readiness for Change Assessment Tool FAQs
Do you have a money-back guarantee on the Change Readiness Assessment Tool? Answer: Yes, we do. The Cloud version of our Organizational Readiness Assessment Tool comes with a cancellation at any time policy – no matter the reason.
Answer: Yes, we do. The Cloud version of our Organizational Readiness Assessment Tool comes with a cancellation at any time policy – no matter the reason.
Multi-prong question about sharing these golive templates for readiness assessment with other team members Questions: Can I share the OCM Solution change readiness 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: Our readiness to change 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 subscribe, it’s easy to add teammates and other users.
Questions: Can I share the OCM Solution change readiness 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: Our readiness to change 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 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 go live readiness checklist template and toolkit are recurring but can be canceled before the next renewal period on your My Account > Subscriptions page. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.
Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our go live readiness checklist template and toolkit are recurring but can be canceled before the next renewal period on your My Account > Subscriptions page. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.
Does the go-live checklist include guides and tutorials? Answers: Yes, it does. And more. Our operational readiness template, analytics, and go-live readiness checklist have tooltips to guide you. You’ll also find video tutorials that provide you with a step-by-step walkthrough.
Answers: Yes, it does. And more. Our operational readiness template, analytics, and go-live readiness checklist have tooltips to guide you. You’ll also find video tutorials that provide you with a step-by-step walkthrough.
Can I upload (import) data into the operational readiness plan template? Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your business readiness template from any spreadsheet.
Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your business readiness template from any spreadsheet.
I am in a different region; will these change readiness assessment tools still work for me? Answer: Yes, most definitely. Our organizational readiness tools were 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 operational readiness assessment template.
Answer: Yes, most definitely. Our organizational readiness tools were 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 operational readiness assessment template.
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 change readiness assessment templates, when you add the Rebranding add-on to your order.
Answer: Yes, you can replace OCM Solution branding on your purchased change readiness assessment templates, when you add the Rebranding add-on to your order.
Can I upgrade at any time? Can I add more products later on? Answers: You can add toolkits, users, and project licenses to your OCM Solution account at any time.
You can add toolkits, users, and project licenses to your OCM Solution account at any time.
How are future enhancements/changes handled for this go-live checklist, template, and dashboard? Answers: Future upgrades and changes to your business readiness checklist, template, and dashboard will be done periodically. Upgrades and future enhancements will always be free to customers.
Future upgrades and changes to your business readiness checklist, template, and dashboard will be done periodically. Upgrades and future enhancements will always be free to customers.
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FAQ | Change Readiness Matrix Toolkit
What is readiness assessment?
A readiness assessment is a set of tasks done to learn how ready impacted stakeholders are for an upcoming transition. A project go live checklist is often used to ensure that people have the awareness, knowledge, and training needed and are ready to successfully adopt a new project solution by the project’s “go-live” date.
What does a change readiness assessment look like?
A change readiness matrix and assessment will look like a chart with key readiness indicators. Groups will be surveyed on these indicators, which will be looked at holistically to provide an overall readiness result. A change readiness assessment is performed more than once during a project to see if change management efforts are improving levels of readiness as expected. The readiness plan reporting will often show the progression of readiness indicators on an assessment timeline.
How do you assess if an organization is ready for a change?
When using a project or software implementation checklist to assess if an organization is ready for change, you’ll use some key indicators that are measurements of readiness. These include things like awareness of the change, acceptance of the change, capacity for change, knowledge of what is changing, and the level of training needed.
Do you have an alternative to the change readiness assessment template Prosci has?
Yes, OCM Solution offers one of the top change readiness assessment templates you can find. You can use this as a substitute for a Prosci change readiness assessment tool or other readiness tools from other sites. The OCM Solution Change Readiness Assessment Tool is part of the full suite of change management toolkits by OCM Solution. You can use it as a standalone product or in a full portfolio with other change management tools (change impacts assessment, training, communications, and many more).
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