Scoping Phase

The Scoping phase is focused on ensuring leadership alignment, understanding project complexity, establishing roles and responsibilities, conducting assessments and developing the Guiding Principles for the change. This is done through:

  • Identifying the Project Sponsor and key Senior Leaders at the beginning of the project. The sponsor is usually the senior-most person responsible for the change’s success.
  • Creating the Change Story and getting buy-in for it.
  • Conducting the initial change assessments required to understand key stakeholder needs.

A zoomed in of Change Management Roadmap listing the tools in the Scoping phase; Assess Complexity Assessment, Leadership Alignment, Change Story, Stakeholder Identification, People Risk Assessment, and the Metrics Dashboard

Scoping Phase Activities