5.5.1 - Evaluate the Change Outcome Against the Objectives:
to analyze the results of the change initiative in comparison to the original goals, objectives and success criteria and hence determine the extent to which the intended benefits and improvements have been realized. The change management effort should include the following actions, as required, to evaluate the outcomes against the objectives:
compare the outcomes of the change management effort to date against the change objectives set at the beginning of the change effort
compare the outcomes of the change management effort against project or program objectives (if project or program management is in use)
document the outcome of the appropriate comparisons indicating that change efforts met objectives, failed to meet objectives, or exceeded objectives
review outcomes with appropriate leaders/stakeholders
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5.5.2 - Design and Conduct Lessons Learned Evaluation:
to evaluate the success or adoption outcomes of the change management program, document what went well, record learnings, and share improvements for future change management programs with other Change Management Practitioners or organizations.
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5.5.2.1 - Identify Appropriate Group to Conduct Evaluation:
Key individuals and groups affected can be identified for participation using the outputs delivered.
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5.5.2.2 - Perform the Lessons Learned Evaluation:
The purpose of bringing key individuals together during this process is to:
review the change management objectives.
review each phase and its key objectives.
review the effectiveness of each change management workstream against its key objectives and
defined outcomes.
review the effectiveness of the approach and ways of working.
verify that the change management goals of the initiative were reached and validate key change actions for future projects.
identify good outcomes and points for improvement, including any possible mitigation or improvement based on the current initiative.
review change management activities and documents for other best practices or future improvements.
determine which designs, strategies, and lessons learned will contribute to internal best practices going forward.
update the knowledge management database or common document storage location for sharing the lessons learned with other change management practitioners.
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5.5.2.3 - Identify and Document Recommended Actions for Future Changes:
produces a document that presents lessons learned in a logical manner. The document should provide guidance and best practices for future change initiatives.
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Outputs
Case for Change
Criteria and Measures for Change Success, and future state Benefits Change Management Plan (Updated)
Lessons Learned Evaluation Document
Remediation Plan
5.5.3 - Gain Approval for Closure, Transfer of Ownership, and Release of Resources:
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5.5.3.1 - Gain Approval for Closure:
Approval should be sought from the stakeholder steering committee, senior sponsor, or client confirming that the closure conditions have been met, including the following:
an evaluation of outcomes against objectives according to the agreed scope of the change
a report of the lessons learned through the change
a document demonstrating the transfer of the change outcomes to the appropriate stakeholder operational owners
a plan to release any remaining change resources
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5.5.3.2 - Transfer of Ownership:
The ownership and sustainability accountability of all change outcomes (processes, technology, organizations, and other outcomes) must be transferred from change resources to stakeholder operational resources.