Define Change Strategy

  • The purpose of Define Change Strategy is to develop and assess alternative approaches to the change, and then select the recommended approach.

Developing a change strategy is simpler when the current state and the future state are already defined because they provide some context for the change.

The change strategy clearly describes the nature of the change in terms of:

  • context of the change,
  • identified alternative change strategies,
  • justification for why a particular change strategy is the best approach,
  • investment and resources required to work toward the future state,
  • how the enterprise will realize value after the solution is delivered,
  • key stakeholders in the change, and
  • transition states along the way.

The appropriate representation of a change strategy depends on the perspective of the change team and their stakeholders. The change strategy might be presented as part of a business case, Statement of Work (SOW), an enterprise’s strategic plan, or in other formats.

Defining a change strategy usually involves identifying several strategies and ultimately selecting the strategy that is most appropriate for the situation. Change strategies can entail attaining only parts of a future state initially, and therefore include only some components of a complete solution. For each transition state along the path to reaching the future state, the change strategy should clarify which parts of the solution are completed and which are not, as well as which parts of the value can be realized and which cannot.

  • Current State Description
  • Future State Description
  • Risk Analysis Results
  • Stakeholder Engagement Approach
  • Elements:
    • Solution Scope
    • Gap Analysis
    • Enterprise Readiness Assessment
    • Change Strategy
    • Transition States and Release Planning
    Guidelines and Tools:
    • Business Analysis Approach
    • Design Options
    • Solution Recommendations
  • Balanced Scorecard
  • Benchmarking and Market Analysis
  • Brainstorming
  • Business Capability Analysis
  • Business Cases
  • Business Model Canvas
  • Decision Analysis
  • Estimation
  • Financial Analysis
  • Focus Groups
  • Functional Decomposition
  • Interviews
  • Lessons Learned
  • Mind Mapping
  • Organizational Modelling
  • Process Modelling
  • Scope Modelling
  • SWOT Analysis
  • Vendor Assessment
  • Workshops
  • Stakeholders:
    • Customer
    • Domain Subject Matter Expert
    • End User
    • Implementation Subject Matter Expert
    • Operational Support
    • Project Manager
    • Regulator
    • Sponsor
    • Supplier
    • Tester
  • Change Strategy
  • Solution Scope
  • Knowledge Area:
  • Strategy Analysis