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Competence Framework - 8 of 29

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COMPETENCE 8: REVIEWS

The ability to manage progression through the life cycle of a change initiative.

Introduction

Reviews are a way of gathering information to provide an assessment on the status of a change initiative and the ongoing viability of the work, and to supply advice and guidance.

❶

KNOWLEDGE

Knowledge of the factors that need to be evaluated when establishing a review schedule.

 

APPLICATION

Consider factors which need to be evaluated during a review and establish and implement a schedule of reviews incorporating key milestones during and after a change initiative.

Consider:

  • The types of review that best align with the different governance structures and life cycle approaches.
  • The options for review formats and when they are appropriate to use, considering the stakeholder landscape.
  • Ways to analyse the complexity, risk profile and value of a change initiative.
  • Any legal and regulatory requirements that need to be considered.

 ❷

KNOWLEDGE

Knowledge of ways of obtaining the relevant sources of data to inform the review.

 

APPLICATION

Obtain appropriate information from valid sources to inform the review.

Consider:

  • The information that is needed, the way it will be obtained, the purpose of the review and how it will be used.
  • The stakeholders who are best placed to provide the information.
  • Ways to validate the data.
  • Different ways in which the reviews will be conducted.

❸

KNOWLEDGE

Knowledge of the governance process and response strategies.

 

APPLICATION

Maintain records of any deviations from plans, to include reasons for and responses to the deviations.

Consider:

  • The tolerance levels in place for all parties engaged in a change initiative, and the impact on the business case and the wider organisation.
  • Ways to identify and document deviations.
  • The range of potential actions or solutions to address deviations and how to determine their suitability.
  • The appropriate governance structure to follow for escalation routes and audit, depending on the severity of the deviation.

❹

KNOWLEDGE

Knowledge of ways to involve relevant stakeholders.

 

APPLICATION

Communicate the outcomes of reviews to relevant stakeholders, and confirm stakeholder understanding and acceptance of proposed actions.

Consider:

  • Ways of determining stakeholder needs and preferred method of presentation to gain formal acceptance.
  • The use of data to inform decision making.
  • Ways of confirming understanding and acceptance.
  • The implications of the proposed actions.

❺

KNOWLEDGE

Knowledge of re-planning activities.

 

APPLICATION

Implement agreed actions and update lessons learned.

Consider:

  • Tools and techniques for planning.
  • The resources that are required.
  • The governance process to support a change.
  • Ways in which the knowledge can be used, acted upon and shared.