Change Readiness Diagnostic


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Imagine knowing exactly what to expect before transitioning your organization to Smartsheet!


This Change Readiness Diagnostic is the starting place for smooth Smartsheet adoption -- examining what's working well already, and identifying any bumps in the road before they become big issues.


This diagnostic will reveal the human adoption factors that your organization needs to focus on. It will also help you plan smarter, consider all stakeholder groups and users that will be interacting with your Smartsheet solution, and highlight the change management aspects that are most critical for a successful implementation.


We're here to help you get awesome results from your Smartsheet!


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Instructions


Answer each question, choosing from the options provided. Don't overthink it. If there isn't a perfect answer choice, just pick the closest match!


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Change Success Factor: PEOPLE


Change is driven by people! Without their understanding, support, and ability to adapt, even the best technical implementation is at risk.


For each statement below, select the answer that best reflects the conditions in your organization.

Leadership behaviors demonstrate support for the new Smartsheet solution*
We have identified Smartsheet change champions across key teams*
“What’s in it for me?” has been defined for each of our stakeholder groups*
All stakeholder groups are aligned on the purpose for the coming Smartsheet uplift or launch*

Change Success Factor: PROCESS


A well-defined process minimizes disruption, ensures a smooth transition, and promotes efficient adoption of the new system.


For each statement below, select the answer that best reflects the conditions in your organization.

We have mapped the current workflows that will be shifting to Smartsheet*
We are creating a phased rollout plan, not just a Smartsheet go-live date*
Our training plans are aligned with business process changes that incorporate the new Smartsheet solution*
Stakeholder feedback loops are built into our rollout process*

Change Success Factor: CULTURE & CAPACITY


A culture that embraces change and has the capacity to learn new skills is crucial for successful implementation and long-term sustainability.


For each statement below, select the answer that best reflects the conditions in your organization.

People are open to changing how we work, not just changing the tool we use*
Past technology rollouts have been adopted successfully*
KPIs for this Smartsheet adoption have been defined and shared broadly with stakeholders*
We’ve budgeted time for learning to use our Smartsheet tool, in addition to budgeting for the licenses*

Change Success Factor: LEGACY CHANGE ADOPTION


Building on past successes and failures helps avoid repeating mistakes and strengthens your organization's ability to manage the next change.


For each statement below, select the answer that best reflects the conditions in your organization.

Prior solution implementations were supported with formal change management*
We tracked adoption metrics or user satisfaction in the past*
Lessons from prior rollouts are informing future adoption plans*
Stakeholder resistance patterns from the past have been acknowledged and addressed*

Change Success Factor: ENGAGEMENT


Thoughtful stakeholder engagement ensures that all affected parties receive the necessary support to adapt to the change and adopt your Smartsheet solution.


For each statement below, select the answer that best reflects the conditions in your organization.

We’ve identified all departments/roles that will interact with Smartsheet*
We know the total number of Smartsheet users for go-live*
We’ve defined how each user group is expected to interact with Smartsheet*
Each user type is planned for in Smartsheet training, communication, support*

Anything else you want to tell us?

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