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