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Change Success Metrics Best Practices

Change Success Metrics are the measures that are needed to track the people side of a change management initiative. These metrics are more frequently becoming mandatory in many organizations to indicate the success of a change initiative to project sponsors, company leadership and project personnel, among others.

More about Change Success Metrics

Description of Change Success Metrics

Change Success Metrics should evaluate both the change management activities and their outcomes at the individual and organizational levels. Agreement on the metrics of success at the beginning of a project is paramount since all stakeholders will need to agree on whether the project was completed satisfactorily. These metrics should also be tracked at intervals throughout the project and adjusted if needed to ensure success. The measurements occur in three different categories, including organizational, individual, and change management performance.

  1. Organizational Performance: The measurements surrounding this category strive to answer the question, “Did the project deliver the intended outcomes for the organization?” The following metrics can help answer this question.
  • Project KPI Measurements
  • Adherence to Project Plan
  • Benefit Realization and ROI
  • Performance Improvements
  • Adherence to Timeline
  1. Individual Performance: This measures whether the effected individuals are adopting the change in their work habits. Individual buy-in on a change management project is a key indicator of its success. Using the metrics below can help determine employee progress:
  • Usage Reports
  • Employee Feedback
  • Employee Readiness Assessments
  • Help Desk Calls and Requests for Support
  • Proficiency Tests
  • Employee Satisfaction Surveys
  1. Change Management Performance: These metrics are a reflection of the actual activities of the Change Management Team. The combination of activities in these three categories are good indicators of change success. Useful metrics in this section are noted below.
  • Training Participation and Attendance Results
  • Project KPI Measurements
  • Performance Improvements
  • Speed of Execution
  • Training Test Results
  • Benefit Realization and ROI

Regardless of the type of change, measuring the success of any initiative is important to ensure it delivers the desired result. Successful change initiatives are the accumulation of individual transitions, so relying on measuring the people side of change is an important step toward success.

Praxie's Online Change Success Metrics Tools & Templates

Unlike most traditional Change Success Metrics processes, Praxie’s online Change Success Metrics tools and dashboards allow any team or organization to instantly begin working with our web templates and input forms. Change metrics are often tracked through automated dashboards or within simple spreadsheets. Get started with our Change Success Metrics template. 

How to use it:

  1. Create Change Success Metrics by entering the objective or strategy, description of the metric and quantifiable measures related to target and stretch goals.  
  2. List any supporting sub-measures with owners and their own specific metrics.  
  3. Track progress and status using the status fields.​ 
  4. Create an action plan based on defining your Change Success Measures, gathering the relevant data, and tracking results. 

Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.