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Change evaluation

Updated: May 24

How we proceed

Input from executives

Timeline for the evaluation of change

What do we include in the evaluation?

Which agile method can you use in the evaluation process?

Change evaluation is an important part of any business or organization. It measures the impact and effectiveness of a change or set of changes. This process is essential for organizations to determine if the optimization of their customer service or change project was successful and to identify areas for improvement. Organizations can better understand how to most effectively and efficiently adjust their systems to meet their goals by assessing changes.

Change evaluation

Plan, do, check, act! We think it's important to have an evaluation process at the end of

  • the customer service optimization process

  • the business process improvement

  • the change management project

  • the optimization of social media and your website

  • the leadership training and employee development.


It is important to understand what has changed between the status quo at the beginning of your project and the status quo after the optimization process.

We are happy to support you in the evaluation of your change process.

Changes in customer service and sales are often essential. They should be evaluated to ensure the organization can keep up with the latest trends and remain competitive. Our evaluation process helps you track your progress on milestones and measure what changes have occurred concerning your employees. How have morale and productivity changed?

This can be done through surveys, interviews, and focus groups. By monitoring employee satisfaction, you can better understand how the change has impacted the company's day-to-day operations.

Finally, it's important to monitor employee and customer feedback to identify improvement areas. Changes can often have unforeseen effects that need to be addressed. Collecting feedback regularly gives you insight into the effectiveness of the change and allows you to make the necessary adjustments to ensure a successful implementation.

Analyzing your situation

How we proceed

The first step in assessing change is to analyze the current situation of your customer service or change project and determine whether new obstacles or opportunities have arisen since the original goals were set. This can be done by

  • considering external and internal forces that may have shifted the organization's goals,

  • identifying potential risks that could impede the organization from achieving its goals, and

  • developing a plan to minimize or eliminate these risks.

Once this is done, the organization will be closer to achieving its goals.

Next, progress should be evaluated to ensure the organization is on track to achieve its goals. Feedback from stakeholders, internal teams, and customers can be used to understand their perspective on the change and ensure it meets their expectations. With this feedback, the organization can make any necessary adjustments to ensure they get the desired results. Organizations that take the time to evaluate change thoroughly can ensure they are on the right path to success.

Input from executives

Organizational changes are an essential part of any business. To ensure the change is successful, it is important to assess the change process and its impact on your customer service. The first step in evaluating a change is identifying the key stakeholders in the change process. These stakeholders should include everyone involved in the change in some way, such as decision-makers, team members, and those affected by the proposed change.

After all, stakeholders have been identified, and it is important to analyze the impact the proposed change will have on the organization. This includes examining the potential positive or negative outcomes, as well as the potential risks and benefits.

Once the stakeholders have been identified and the impact of the change has been analyzed, input from team leadership should be sought to determine the best way to implement the change. This input should include any necessary steps or procedures that should be taken to ensure the change is successful.

Finally, a change evaluation plan should be developed to measure the success of the change. This plan should include specific metrics that can be used to measure the impact of the change on the organization. Following these steps, organizations can properly evaluate any proposed changes and minimize the associated risks.

Timeline for the evaluation of change

Timeline for the evaluation of change

Making organizational changes is an important process that should not be taken lightly. It is important to evaluate changes immediately after implementation and periodically every 6-12 months to assess their effectiveness. When evaluating changes, it's important to consider their impact on business performance, customer satisfaction, and employee morale. It's also important to develop a plan to measure the success of changes and track progress. This plan should consider changes in the external environment and be able to adapt accordingly. Monitoring the implementation of changes is also important to ensure they are working as expected. Regularly checking and evaluating the effectiveness of the changes and revisions, if necessary, is also a crucial step.

Finally, it is important to ensure that everyone involved understands the changes and what they mean. Communication is key in any successful organization, and ensuring everyone is on the same page is essential to ensure changes are properly implemented and evaluated.

What do we include in the evaluation?

When assessing the success of a change, it is important to consider the data, interviews, and observations. Analyzing data from customer feedback surveys, customer service logs, website analytics, and other sources can help measure and evaluate the change. Interviews with customers, employees, and other stakeholders can provide valuable insights into how the change is perceived and implemented. Finally, observing how customers interact with the product or service can provide valuable insights into how the change is being received.

By leveraging all these data sources, organizations can gain a more comprehensive view of how a change will likely impact their business. This can help ensure that the change has the intended effect and is accepted and supported by the people affected. Taking the time to evaluate the success of a change is critical to ensuring the change is beneficial to your business.

Which agile method can you use in the evaluation process?

Which agile method can you use in the evaluation process?

Based on our experiences, retrospectives are a crucial tool for evaluating a change project and optimizing benefits for a company. These meetings, held at the end of a project or iteration, allow teams to reflect on what worked well, and what didn't, and identify areas for improvement. By leveraging retrospectives, companies can maximize the benefits of their projects and ensure they're on the right path.

To get the most out of retrospectives, it's essential to plan ahead. This means inviting all relevant team members, including project managers and stakeholders, determining the retrospective's goal, and preparing all necessary materials. Next, it's time to gather feedback from the entire team. Creating a safe and non-judgmental environment encourages open and honest feedback.

After collecting feedback, it's time to analyze it thoroughly. Techniques like affinity mapping and fishbone diagrams can help identify trends, patterns, and root causes. Prioritizing improvements based on their potential impact and feasibility is key to optimizing benefits. Creating action items and assigning them to team members to implement is critical.

Implementing changes is the next step. By monitoring progress and adjusting as necessary, teams can ensure that the changes they've made are effective. Finally, it's time to evaluate the results. If the desired impact hasn't been achieved, it's essential to revisit the retrospective and identify additional changes to implement.

Overall, retrospectives are a structured approach for identifying areas of improvement and implementing changes based on feedback from the entire team. By leveraging this tool, companies can take a more collaborative and effective project management approach, ultimately leading to better outcomes. For effective change evaluation, make sure to prioritize retrospectives as a key part of your project management strategy.

If you have any questions, feel free to contact us!

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