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Scaling Your Change Management Approach

In brief: One size does not fit all. The "right" change management approach for a particular project must be scaled and customized to meet the unique needs of that change.

A growing number of organizations are applying change management methodologies. In 2003, only 34% of participants in Prosci's Best Practices in Change Management benchmarking study were using a methodology. This percent has continued to grow, and in 2011 72% were using a methodology.

Selecting a methodology for managing the people side of change is important for establishing structure, rigor and repeatability, but that's only the first step. One size does not fit all, so once the methodology has been selected, scaling and customizing the approach is critical in order to manage a successful change. Change management is most effective when it is flexible and scaled to fit the particular change at hand. No two changes will require exactly the same process or same level of change management.

In the 2011 study, participants identified "ease of use and scalability" as the most important characteristic of a methodology. Participants recognized that a change management methodology is not just a checklist; it's a guide to help you think critically about factors that are unique to your change, organization and culture (to name a few) in order to scale and customize the way you manage a given change.


Research Findings

Participants pointed out the importance of scalability in 2011, so we asked participants in Prosci's most recent 2013 study (results to be published in early 2014) to explain what considerations went into scaling or customizing the methodology to their specific project. They considered the following factors:

  1. Project characteristics, including scope, size, type, complexity, objective and timing

  2. Change management assessment results, including results from current state assessments, impact assessments, change readiness assessments and gap analyses

  3. Organizational attributes, including culture, size, industry, structure and strategic initiatives

The change management methodology should provide a framework and set of tools that guide you in addressing these considerations with the overall goal of defining the change and building a custom change plan.


Scaling in the Prosci 3-Phase
Change Management Process

The Prosci 3-Phase Change Management Process provides steps, activities and tools that are scaled and applied to support changes, large and small, radical and incremental, with large impact or minimal impact. It is built in three phases, with the first focusing on Preparing for change.

Each of the steps, activities and tools in this phase guide the scaling and customizing of your change management plan. In particular, the first step Define your change management strategy includes activities such as:

  • Sizing your change initiative and identifying change characteristics (which involves scoping the change, identifying impacted individuals and groups, defining the type of change and determining the amount of change)

  • Understanding the unique characteristics of the impacted organizations (which involves analyzing the organization's value system and culture, capacity for change and structure of the organization)

  • Creating a change management strategy (which involves identifying the team structure, sponsor model, special tactics to deal with known problem areas and assessing the risk)

The output of these activities is the situational awareness you need to adequately scale your change management efforts. In the Prosci 3-Phase Change Management Process, a risk grid is generated from the Prosci Change Characteristics and Organizational Attributes Assessments. Prosci's Change Management Toolkit (hardcopy, $389) and Change Management Pilot Professional (online, $489) provides specific customization guidelines for each of the five levers of change management based on your results from the risk grid. These guidelines and the proceeding activities allow for scaling and customization throughout the entire change process.

Your location in the risk grid is based on two Phase 1 assessments. Customization guidelines are provided for each of the five change management plans based on your location in the risk grid:
  • Communications plan
  • Sponsor roadmap
  • Coaching plan
  • Training plan
  • Resistance management plan



Before moving into the next steps of Managing change and Reinforcing change, the first phase of Preparing for change is critical in scaling and customizing the approach. It will determine the direction as you move forward. All of the guidance provided in Phase 1, along with the tools, templates and assessments, lay the foundation for building a change plan that addresses the specific characteristics and unique objectives of the change at hand.









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Prosci Change Management Certification

"Amazing: these three days are going to save me
hundreds of hours and help me help my company
realize the benefits they seek."
Mike C., April 2011 participant

"I'm truly inspired!" Joe F., May 2012

"The most applicable training I have been to - ever!
Great, applicable training & usable tools."
Chelle, November 2012

"Excellent course. Well worth the investment of
time and money. Excellent job!" Sue A., July 2012


Program highlights:

  • Learn the methodology through practical application to your current project
  • Learn from experienced executive instructors
  • Become part of a change management community
  • Earn 2.4 CEUs, 24 PDUs and 23.5 HRCI recertification credits
  • Walk away with products and course materials worth over $1000

Download the certification program brochure

Upcoming sessions:

  • Dec 3 - 5, 2013: San Francisco, CA area
  • Dec 3 - 5, 2013: Washington, DC area
  • Dec 3 - 5, 2013: San Diego, CA area
  • Dec 10 - 12, 2013: New York, NY area - NEW VENUE
  • Dec 10 - 12, 2013: Denver, CO area
  • Dec 10 - 12, 2013: Portland, OR area
  • Dec 10 - 12, 2013: Chicago, IL area
  • Dec 17 - 19, 2013: Washington, DC area
  • Dec 17 - 19, 2013: San Francisco, CA area
  • Dec 17 - 19, 2013: Orlando, FL area
  • 2014 dates now available - see the calendar


Visit the certification training page

Email a certification inquiry or call
+1-970-203-9332 to register today.

"Awesome! Best training program I have attended in my career!"
Ryan L., May 2012

"Best course I've ever takenů Incredible instructors and excellent material. Can't wait to use it!"
Kim P., August 2012

"This is the best training that I have ever attended. Now I understand what I need to do when I go back to the office and start to immediately apply what I've learned. Very organized and easy to follow. Great online resource and USB and hard copies."
Tamaho Q., July 2012

"Absolutely Awesome!!! 5 stars!" Brenda M., December 2012

"Excellent class - would recommend to anyone." Walt J., August 2012

"This is one of the best programs I have attended. Excellent faculty, outstanding material, and amazing use of experiential learning techniques. Attention to every little detail, comprehensive program, material, great planning, outstanding facilitation."
P. Ravi S., November 2012

"Excellent training, excellent content, extremely comprehensive addressing of CM concepts & practical approach. Best instructors ever!!!"
Panos P., December 2012

"The best training class I have had in years. Goes way beyond the strategy and framework and focuses on real world problems and the tools to solve them."
- Jennifer J., April 2009

"I gained so many skills in such a short amount of time. This training will impact not only my own ability to manage change, but impact our larger organization."
- Kim W., January 2012

"This is the best training class I've ever attended."
- Abby D., April 2011

"This was the most effective and engaging course I've ever taken. I feel that I can truly use this knowledge in my personal and professional life immediately."
- Lisa S., February 2009

"This is exactly what I was hoping for - a hands on program that would allow me to absorb the concepts by relating them to a current business project."
- Lisa C., November 2010

"Awesome - truly one of the most beneficial programs I have ever attended - immediate application on the job!"
- Robin S., March 2009

"This program absolutely over-delivered my expectations. I now feel more prepared and better equipped to do my job."
- Paul S., January 2009



Offerings for applying Prosci's change management methodologies:


  • Prosci's site licenses are a great solution for building change management capabilities and competencies throughout your organization. With a site license, you can customize and integrate Prosci's world-leading research and methodologies to fit your organization and begin building the individual competencies necessary for true change capability. Contact a Prosci Account Manager at +1-970-203-9332 or to discuss your change management needs and how Prosci's research-based, holistic, easy-to-use solutions can work for you.


  • Change management certification ($2800) - attend Prosci's 3-day certification program where you bring your own current change project to the session and learn to use Prosci's tools through practical application - taught by former fortune 500 executives at locations across the US - includes over $1000 in products, including the Best Practices in Change Management benchmarking report, the Change Management Toolkit and the Change Management Pilot Pro 2012
  • Train-the-trainer ($3500) - learn how to teach Prosci change management training programs in your organization
  • Onsite training - bring Prosci to your location for 3-day certification programs, 4-6 hour executive briefings, 1-day manager programs or 1-day employee programs - call +1-970-203-9332 for more information

Methodology tools:

  • Change Management Toolkit ($389) - hardcopy 3-ring binder presenting the Prosci Change Management Methodology, includes templates, checklists and assessments for managing the people side of change (includes USB)
  • Change Management Pilot Pro 2012 ($489) - online tool including the Prosci Change Management Methodology, eLearning modules and downloadable templates, assessments, presentations and checklists
  • Change Management Guide for Managers and Supervisors ($209) - tools to help supervisors engage and coach their direct reports through change
  • PCT Analyzer ($149/$349) - web-based tool for collecting PCT Assessment data, analyzing results, identifying risks and developing action steps

References and books:

  • Best Practices in Change Management benchmarking report ($289 / quantity discounts available) - journal-style report with lessons learned and best practices from 650 participants, presented in an easy-to-use format - reads as a checklist of what to do and what not to do
  • Change Management: the people side of change ($18.95 / quantity discounts available) - a primer for anyone involved in organizational change that addresses why manage change, individual change management and organizational change management
  • ADKAR: a model for change ($18.95 / quantity discounts available) - the definitive work on the Prosci ADKAR® Model
  • Employee's Survival Guide to Change ($14.95 / quantity discounts available) - a handbook to help employees survive and thrive during change, answers frequently asked questions and empowers employees to take charge of change



*** Prosci also offers leadership packages - groupings of products at discounts that offer you some of the most helpful and common combinations of Prosci change management resources



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Email a Prosci analyst or call 970-203-9332 with questions about the methodology, its application, or finding the right resources to support your change management activities.




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