{"id":22821,"date":"2020-05-07T12:06:33","date_gmt":"2020-05-07T12:06:33","guid":{"rendered":"https:\/\/www.process.st\/templates\/adkar-model-change-management-process-checklist\/"},"modified":"2024-02-29T02:06:35","modified_gmt":"2024-02-29T02:06:35","slug":"adkar-model-change-management-process-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/adkar-model-change-management-process-checklist\/","title":{"rendered":"ADKAR Model Change Management Process Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iLDthVnb9byFKpJAC3BAng.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iLDthVnb9byFKpJAC3BAng.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>ADKAR is an acronym standing for Awareness, Desire, Knowledge, Ability, and Reinforcement.&nbsp; It is a goal-oriented approach to managing change. Run this ADKAR Model Change Management Process Checklist to implement the ADKAR model and effectively manage change in your organization. <\/strong><\/p>\n<h5 style=\"text-align: center;\">The ADKAR model: An introduction<\/h5>\n<p style=\"text-align: left;\">The ADKAR model was developed by <a href=\"https:\/\/www.google.co.uk\/search?tbo=p&amp;tbm=bks&amp;q=inauthor:%22Jeff+Hiatt%22\" rel=\"nofollow noopener\" target=\"_blank\">Jeffrey Hiatt<\/a>, founder of <a href=\"https:\/\/www.prosico.com\/?gclid=EAIaIQobChMIxb63rLj56AIVVOR3Ch3p8gOrEAAYASAAEgKU6_D_BwE\" rel=\"nofollow noopener\" target=\"_blank\">Prosico<\/a>, in <a href=\"https:\/\/www.toolshero.com\/change-management\/adkar-model\/\" rel=\"nofollow noopener\" target=\"_blank\">2003<\/a>. The method takes a bottom-up approach, focusing on the individuals behind the change. Each letter in the acronym stands for the goal to be reached.:<\/p>\n<ul>\n<li style=\"text-align: left;\"><strong>Awareness - <\/strong>to the need for change<\/li>\n<li style=\"text-align: left;\"><strong>Desire - <\/strong>to participate and support the change<\/li>\n<li style=\"text-align: left;\"><strong>Knowledge - <\/strong>on how to change<\/li>\n<li style=\"text-align: left;\"><strong>Ability - <\/strong>to implement the required skills and behaviors<\/li>\n<li style=\"text-align: left;\"><strong>Reinforcement - <\/strong>to sustain the change<\/li>\n<\/ul>\n<p>By focusing on achieving these four goals, the AKDAR model effectively plans out change on both an individual and at an organizational level.<\/p>\n<h5 style=\"text-align: center;\">What's good about it<\/h5>\n<p style=\"text-align: left;\">The ADKAR model takes a bottom-up approach for the management of change, focusing on the employees. Change is readily and reliably deployed,&nbsp; resulting in higher success rates by giving set goals to meet.&nbsp;<\/p>\n<p style=\"text-align: left;\">It is a flexible approach, targeting small incremental changes that are easier to deploy.<\/p>\n<h5 style=\"text-align: center;\">What's bad about it<\/h5>\n<p>The ADKAR model falls short when it comes to large-scale changes. Taking a bottom-up approach macro-management is ignored.<\/p>\n<h5 style=\"text-align: center;\">How to use this checklist<\/h5>\n<p>At the beginning of this checklist, you will be <strong>presented with a set of specialized questions<\/strong> given as form fields. You are required to populate each form field with your data.<\/p>\n<p>This checklist is broken down into phases. Each phase is characterized by the targeted goal:<\/p>\n<ul>\n<li><strong>Phase 1 - Awareness<\/strong><\/li>\n<li><strong>Phase 2 - Desire<\/strong><\/li>\n<li><strong>Phase 3 - Knowledge<\/strong><\/li>\n<li><strong>Phase 4&nbsp; - Ability <\/strong><\/li>\n<li><strong>Phase 5 - Reinforcement<\/strong><\/li>\n<\/ul>\n<p>At the end of each phase, your supervisor\/manager will review your work <strong>using Process Street's <a href=\"https:\/\/www.process.st\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approvals<\/a> feature<\/strong>. Other features used in this template include:&nbsp;<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Stop tasks<\/a> - To ensure task order.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">Dynamic due dates<\/a> - To make sure your initiative is reviewed on time.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignment<\/a> - To delegate tasks within your team ensuring your supervisors is appropriately assigned to the review tasks.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approvals<\/a> - Tasks can be accepted, rejected, and rejected with comments.<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"record-checklist-details\">\n<h2>Record checklist details<\/h2>\n<div class=\"text-content\">\n<p>In this ADKAR Model Change Management Process Checklist , you will be presented with the following <strong>form fields <\/strong>for which you are required to <strong>populate<\/strong> with your<strong> specific data<\/strong>. More information for each form field type is provided via linkage to our help pages:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\">Subtasks&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Long text<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Short text<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Date<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approvals<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Website form field <\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">File upload form field<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignment<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/forms-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">Drop-down form field <\/a><\/li>\n<\/ul>\n<p>Let's start by recording your business details, your details, and the details of your supervisor or manager.<\/p>\n<p>This is a stop task, meaning you cannot progress in this template until the required form fields are populated.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Business details<\/h5>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Business name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Your details<\/h5>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your full name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Details of Manager\/Supervisor<\/h5>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Manager's name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Checklist details<\/h5>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once set, the due dates for each phase in this ADKAR Change Management Model Process Checklist will be used to set a dynamic due date, <strong>notifying your manager for the needed phase approval when required.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Checklist start date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 1, awareness due date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 2, desire due date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 3, knowledge due date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 4, ability <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 5, reinforcement due date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"perform-an-adkar-assessment\">\n<h2>Perform an ADKAR assessment<\/h2>\n<div class=\"text-content\">\n<p>Before we delve into the details of your ADKAR change management process, use this ADKAR assessment as a starting overview.<\/p>\n<p><strong>Begin<\/strong> by providing a brief description of the change.<\/p>\n<p>Next, <strong>define the need for this change<\/strong>, this is about being aware.<\/p>\n<p>Then <strong>explain the desire to make the change happen<\/strong>.<\/p>\n<p>Give<strong> knowledge about how to change<\/strong>.<\/p>\n<p>Detail your <strong>ability to change<\/strong>, how you will make change happen.<\/p>\n<p><strong>Define how you will reinforce<\/strong> to maintain change. <\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Description of the change <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Desire for change <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Knowledge about how to change <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reinforce to maintain change <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"phase-1--awareness\">\n<h2>Phase 1 - Awareness:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q5WH9qyTWmC2oZYmR0tCkg.png\" alt=\"Phase 1 - Awareness:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q5WH9qyTWmC2oZYmR0tCkg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-a-phase-1-meeting\">\n<h2>Schedule a phase 1 meeting<\/h2>\n<div class=\"text-content\">\n<p>The awareness stage is all about making sure that your employees understand the need for change.&nbsp;<\/p>\n<p><strong>To begin<\/strong>, schedule a meeting with your employees and\/or managers - all those who will be impacted by the changes made.<\/p>\n<p><strong>Select a date for this meeting<\/strong> using our date form field. This will utilize our<strong> dynamic due date feature<\/strong>, pinging you and the participating members a reminder a day before the meeting.<\/p>\n<p>Use the <strong>members form field<\/strong> to select the participating members to attend this meeting.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 1: meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-phase-1-meeting\">\n<h2>Plan phase 1 meeting<\/h2>\n<div class=\"text-content\">\n<p>Once you have scheduled the phase 1 meeting, the next stage is to <strong>plan this meeting<\/strong>, making sure all bases are covered.<\/p>\n<p>You are presented with our long text form fields to guide you through this planning stage:<\/p>\n<ol>\n<li>Provide a summary of the state of current affairs. Identify the problem.<\/li>\n<li>Summarize the changes you propose, changes that will improve upon the current situation.<\/li>\n<li>Summarize the benefits of the proposed changes to drive the point home.<\/li>\n<\/ol>\n<p>You are then presented with our <strong>subtask form field<\/strong>. Check off the task on completion. This task ensures that you have evidence supporting your <strong>addressing <em>need <\/em>for change<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Summary: Current state of affairs <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Proposed changes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Summary: Benefits of proposed changes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have hard evidence justifying why change is needed\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"run-phase-1-meeting\">\n<h2>Run phase 1 meeting<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>It is now time to run your phase 1 meeting, to bring awareness of change to relevant managers and employees.<\/strong><\/p>\n<p style=\"text-align: center;\"><strong>This is a stop task meaning you cannot proceed in this checklist until phase 1 meeting has been conducted.<\/strong><\/p>\n<p style=\"text-align: center;\">Once your meeting is conducted, phase 1 of the ADKAR Model is ready for approval by your manager. <\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-phase-1\">\n<h2>Approval: Phase 1<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Run phase 1 meeting<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"phase-2--desire\">\n<h2>Phase 2 - Desire:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pJXMPZpBz1HzvyLPpxZHSg.png\" alt=\"Phase 2 - Desire:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pJXMPZpBz1HzvyLPpxZHSg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-phase-2-meeting\">\n<h2>Schedule phase 2 meeting<\/h2>\n<div class=\"text-content\">\n<p>To instill desire from your employees and management for change, <strong>you need to appeal to both the logical and the emotional sides.<\/strong> Without both on your side, the commitment you need to instill change won't be there.<\/p>\n<p>Begin by <strong>identifying both departments and groups that will be impacted by your introduced change<\/strong>.&nbsp;<\/p>\n<p>Next, you need to schedule a second meeting, the implement the desire phase of the ADKAR Change Management Model. Use the <strong>date form field<\/strong> to schedule this meeting, and<strong> select the attendees via the member's form field<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Departments\/groups impacted by the change <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 2: meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">Make sure selected attendees include all departments and groups that will be impacted by the proposed change.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-phase-2-meeting\">\n<h2>Plan phase 2 meeting<\/h2>\n<div class=\"text-content\">\n<p>During the phase 2 meeting, you want to <strong>instill a desire for change<\/strong>.<\/p>\n<p>One of the best ways to do this is to <strong>promote the benefits of the change via real-world examples<\/strong> of what will happen after the change. Compare this to your current position.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Real-world examples <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> After change vs current position <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">During the meeting make sure to give and gather feedback.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"run-phase-2-meeting\">\n<h2>Run phase 2 meeting<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>It is now time to run your phase 2 meeting, to bring awareness of change to relevant managers and employees.<\/strong><\/p>\n<p style=\"text-align: center;\"><strong>This is a stop task meaning you cannot proceed in this checklist until&nbsp; phase 2 meeting has been conducted.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"obtain-feedback\">\n<h2>Obtain feedback<\/h2>\n<div class=\"text-content\">\n<p>During the phase 2 meeting, make sure you have gathered feedback. You can use this section to<strong> record feedback given via our long-text form fields<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 2: Meeting feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-phase-2\">\n<h2>Approval: Phase 2<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Run phase 2 meeting<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Obtain feedback<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"phase-3--knowledge\">\n<h2>Phase 3 - Knowledge:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sFnMw-thKPcYmQg9qm5N5Q.png\" alt=\"Phase 3 - Knowledge:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sFnMw-thKPcYmQg9qm5N5Q.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"educate-relevant-employees-regarding-the-proposed-change\">\n<h2>Educate relevant employees regarding the proposed change<\/h2>\n<div class=\"text-content\">\n<p>The knowledge phase of the ADKAR model is to <strong>make sure that everyone knows <em>how <\/em>the change will be carried out to fulfill a specific process part.<\/strong><\/p>\n<p><strong>Use the subtask form field below to guide you through the knowledge phase of the ADKAR change management process.<\/strong><\/p>\n<p style=\"text-align: left;\">This is a <strong>stop task<\/strong>, you cannot complete this checklist until all required tasks are complete.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Break down the change into steps\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Analyze what employees need to know for each step\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Teach employees how the change will be completed\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Communicate with employees what their part in the change process is\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"approval-phase-3\">\n<h2>Approval: Phase 3<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Educate relevant employees regarding the proposed change<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"phase-4--ability\">\n<h2>Phase 4 - Ability:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kRvdEQ8gb_rQ9QldUEtAcA.jpg\" alt=\"Phase 4 - Ability:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kRvdEQ8gb_rQ9QldUEtAcA.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"access-whether-extra-trainingexperience-is-needed\">\n<h2>Access whether extra training\/experience is needed<\/h2>\n<div class=\"text-content\">\n<p>There can be a large gap between knowing how to complete a task and carrying the task out. <strong>Just because you know how to do something doesn't mean you are good at it.<\/strong><\/p>\n<p>You are presented with our drop-down form field, selecting <strong>yes <\/strong>or <strong>no <\/strong>from this form field will direct you to the relevant stage in this checklist.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Check the ability of each employee, assess whether the extra experience is needed\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is extra experience\/training needed to implement the required change? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"develop-a-means-to-meet-the-extra-trainingexperience-demands\">\n<h2>Develop a means to meet the extra training\/experience demands<\/h2>\n<div class=\"text-content\">\n<p>The required knowledge and ability to achieve your change can be supported via creating a documented process.<\/p>\n<p><strong>Anyone will be able to follow these documented processes<\/strong>, no matter their skill set or experience. Documented processes will also make changes consistent and measurable, by locking variables in a constant state.<\/p>\n<p>You can<strong> use Process Street to document your processes<\/strong> - just like this one. For more information on how to do this, watch the below video.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/HQLaW5eItwA?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-phase-4\">\n<h2>Approval: Phase 4<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Access whether extra training\/experience is needed<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Develop a means to meet the extra training\/experience demands<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"phase-5--reinforcement\">\n<h2>Phase 5 - Reinforcement:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k-Zg8MjpB4tiMKRDpcdArQ.jpg\" alt=\"Phase 5 - Reinforcement:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k-Zg8MjpB4tiMKRDpcdArQ.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-phase-5-meeting\">\n<h2>Schedule phase 5 meeting<\/h2>\n<div class=\"text-content\">\n<p>To reinforce the change made, <strong>set up another meeting.&nbsp;<\/strong><\/p>\n<p>Use the date form field to detail <em>when <\/em>this meeting should take place. Use the members form field to detail <em>who <\/em>will attend this meeting. <\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 5: Meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-phase-5-meeting\">\n<h2>Plan phase 5 meeting<\/h2>\n<div class=\"text-content\">\n<p>Reinforcement is the <strong>implementation of incentives and rewards<\/strong> to make sure that change is maintained until it becomes the new norm. Use the long-text form field to record the incentives and rewards to be provided to support the change\/s.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Incentives and rewards <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>By now, <strong>mistakes and errors in the process of the change application must have been identified<\/strong>. Use the long-text form field below to list the identified mistakes and errors.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Identified mistakes and errors <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Mistakes and error solutions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">All the above information must be communicated during the meeting. During the meeting make sure to obtain feedback.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"run-phase-5-meeting\">\n<h2>Run phase 5 meeting<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>It is now time to run your phase 5 meeting, to bring awareness of change to relevant managers and employees.<\/strong><\/p>\n<p style=\"text-align: center;\"><strong>This is a stop task meaning you cannot proceed in this checklist until the phase 5 meeting has been conducted.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"obtain-feedback-2\">\n<h2>Obtain feedback<\/h2>\n<div class=\"text-content\">\n<p>During the phase 5 meeting, make sure you have gathered feedback. You can use this section to<strong> record feedback given via our long-text form fields<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phase 5: Meeting feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Based on the feedback given, it is important the develop a strategy to implement the relevant feedback. Make sure such a strategy is considered.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Develop a strategy to implement relevant feedback\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">For more information on the ADKAR change management model <strong>read<\/strong>: <a href=\"https:\/\/www.amazon.com\/dp\/1930885504\/?tag=blueglasstech-20\" rel=\"nofollow noopener\" target=\"_blank\">ADKAR - A Model for Change in Business, Government and our Community<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-phase-5\">\n<h2>Approval: Phase 5<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Run phase 5 meeting<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Obtain feedback<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.amazon.com\/dp\/1930885504\/?tag=blueglasstech-20\" rel=\"nofollow noopener\" target=\"_blank\">ADKAR<\/a> - <a href=\"https:\/\/www.amazon.com\/s?i=digital-text&amp;rh=p_27%3AJeffrey+Hiatt&amp;_encoding=UTF8&amp;ref=rdr_kindle_ext_aut\" rel=\"nofollow noopener\" target=\"_blank\">Jeffrey Hiatt<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street <\/a>- <a href=\"https:\/\/www.process.st\/change-management-models\/\" rel=\"nofollow noopener\" target=\"_blank\">8 Critical Change Management Models to Evolve and Survive <\/a><\/li>\n<li><a href=\"https:\/\/books.google.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Books<\/a> - <a href=\"https:\/\/www.google.co.uk\/search?tbo=p&amp;tbm=bks&amp;q=inauthor:%22Jeff+Hiatt%22\" rel=\"nofollow noopener\" target=\"_blank\">Jeff Hiat<\/a><\/li>\n<li><a href=\"https:\/\/www.prosico.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Prosico<\/a> - <a href=\"https:\/\/www.prosico.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Prosico hompage<\/a><\/li>\n<li><a href=\"https:\/\/www.toolshero.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Toolshero<\/a> - <a href=\"https:\/\/www.toolshero.com\/change-management\/adkar-model\/\" rel=\"nofollow noopener\" target=\"_blank\">ADKAR model of change<\/a><\/li>\n<li><a href=\"https:\/\/pixabay.com\/illustrations\/face-soul-head-smoke-light-sad-1247955\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/geralt-9301\/\" rel=\"nofollow noopener\" target=\"_blank\">Geralt<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/hands-teamwork-team-spirit-cheer-up-1939895\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/truthseeker08-2411480\/\" rel=\"nofollow noopener\" target=\"_blank\">Truth Seeker 08<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/books-pages-story-stories-notes-1245690\/\" rel=\"nofollow noopener\" target=\"_blank\">Image <\/a>- <a href=\"https:\/\/pixabay.com\/users\/free-photos-242387\/\" rel=\"nofollow noopener\" target=\"_blank\">Free-photos<\/a>, re=sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/startup-start-up-freelancer-4088958\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/geralt-9301\/\" rel=\"nofollow noopener\" target=\"_blank\">Geralt<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/reinforcement-steel-beams-steel-3533696\/\" rel=\"nofollow noopener\" target=\"_blank\">Image <\/a>- <a href=\"https:\/\/pixabay.com\/users\/annca-1564471\/\" rel=\"nofollow noopener\" target=\"_blank\">annca<\/a>, re-sized<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/bridges-transition-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Bridges Transition Model Process Checklist<\/a><a href=\"https:\/\/www.process.st\/templates\/kotters-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/kotters-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Kotter\u2019s Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/kubler-ross-change-curve-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Kubler-Ross Change Curve Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/lewins-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Lewin's Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/lewins-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey<\/a><a 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Reviews<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/business-needs-assessment-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Business Needs Assessment Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-satisfaction-survey\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Satisfaction Survey<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-planning-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Planning Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/gap-analysis-template\/\" rel=\"nofollow noopener\" target=\"_blank\"> Gap Analysis Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/google-analytics-audit\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Analytics Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-ask-for-a-review\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Ask for a Review from a High Touch Client Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/application-security-audit-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Application Security Audit Checklist Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/environmental-accounting-internal-audit\/\" rel=\"nofollow noopener\" target=\"_blank\">Environmental Accounting Internal Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/firewall-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Firewall Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/fleet-management-internal-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Fleet Management Internal Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/google-analytics-audit\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Analytics Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/isa-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">ISA Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ppc-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">PPC Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/technical-seo-audit\/\" rel=\"nofollow noopener\" target=\"_blank\">Technical SEO Audit<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: ADKAR is an acronym standing for Awareness, Desire, Knowledge, Ability, and Reinforcement.&nbsp; It is a 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