Team Collaboration & Change
ADKAR Change Tracker
Rate each affected group from 1 to 5 on awareness, desire, knowledge, ability and reinforcement to find where the change is stuck.
- Time: 20 to 40 min per assessment
- With: Change lead with managers of the affected groups
- You get: The barrier point per group and what to do about it
How to use this worksheet
- List the groups or individuals affected by the change.
- Rate each stage from 1 (not at all) to 5 (fully) based on evidence: surveys, conversations, observation.
- Read the barrier point: the first stage rated 3 or lower. It is where to put your effort, not the later stages.
- Re-assess every few weeks and watch the barrier move.
Groups
Rate each stage from 1 to 5.
Prompts
Ask yourself
- What evidence supports each rating?
- Which group is furthest from the barrier point?
What will you do for the biggest barrier point? Who, and by when?
Prompts and example
Example
Sales (Desire): two sessions on what changes for their commission plan (Dana, 20 Nov). Finance (Awareness): CFO briefing on why the change is needed (Chris, 18 Nov).
Barrier points
Before you finish
- Ratings are based on evidence, not on assumptions.
- Effort goes to the first stage below 4, not to the loudest complaint.
- The assessment will be repeated.
About ADKAR
ADKAR is a goal-oriented change management model created by Jeff Hiatt and used by Prosci. It describes the five building blocks a person needs for a change to succeed: Awareness, Desire, Knowledge, Ability, Reinforcement.
The stages are sequential: training (knowledge) cannot compensate for missing desire. This is why the first weak stage is the one to address.
Recommended reading
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- ADKARJeff Hiatt
The model this tool is built on — change one person at a time through Awareness to Reinforcement.
- SwitchChip Heath & Dan Heath
How to lead change when change is hard, for individuals and organisations.
- Leading ChangeJohn P. Kotter
Kotter's classic eight-step process for large-scale organisational change.