What Are the 7 R’s of Change Management Checklist

The changing business environment requires businesses to adopt change faster. There is an inherent need to have a flexible change management discipline that can be altered based on the business requirements. Project managers must incorporate change management in their strategies to ensure the enterprise can address the challenges which come in the way.

Change management involves the transformation of organizational processes, strategies, and goals. The enterprise must deploy various methods across the development processes, allowing the organization to adapt appropriately to change. Project leaders must consider the change management checklist at the initiation of the process. This article will discuss it in detail.

The 7 R’s in the Change Management Checklist

The Reason Behind the Change

One of the 7rs of change management is to know the reason behind the change, which the stakeholders requested. The stakeholders may belong to different teams, and you must access the reasons mentioned by all of them. It is necessary to have a document citing all these reasons, which will form the basis for the change across the business.

There must be proper documentation in place. It will help address the gaps present in the business and optimize the workflows. Documenting the reasons for the change request can also ensure faster approvals from the senior management. It will also help initiate the change management process and deploy adequate strategies to implement the change.

The Returns Expected

When the stakeholders request the change, they must have some thoughts in mind. For example, businesses may opt for digital transformation to optimize internal processes and outpace the changing business environment. Understanding what you will gain from the change in the incumbent processes is necessary. This is among the critical seven r’s of change management which helps ascertain the KPIs of the outcomes from the project.

The critical inputs for change management are the innovative process the business deploys to effect the change and the outcomes. You must also assess whether the outcomes expected by the company align with the projected results from the change. The costs’ information must also be estimated to map against the returns expected from the change.

Addressing the Risks Involved

When you are trying to make alterations in the internal workflows, there are chances that you will face several risks. Before implementing the change, you must address its effect on the incumbent workflows and network infrastructure. Make a note of the dangers which you can mitigate or avoid readily.

As the principal architect of the change, you must also consider the risks involved if you do not move toward the new processes. You can code the risks based on them and work out the various scenarios which can crop up due to the proposed change. Depending on the portions of the businesses affected by the change, you must create the regression strategy as part of your change management strategy.

Resources Involved in Delivering Change

You must consider the resources involved in delivering the change process. It will start with at least the budget and resources available to carry out the project. These are the basic parameters to ensure the entire project will be a success.

The correct resources must be in place to ensure the smooth running of the project. It will help you design the strategies in place to complete the entire process. It is equally necessary for the admins to understand the resource requirements for the change to be a success.

Developing the Strategy Relationship and Vision

The processes will start with the business’s vision and expect to evolve from the change management exercise. Discuss the program strategy with the employees and other stakeholders across the enterprise. The admins must design the vision and plan appropriately. It will cover the workflows to be adhered to and the strategies you must adhere to after implementing the change.

The change management strategy documents will help better deployment. Otherwise, there could be resentment from the various sections of the business as there could be problems understanding the processes involved. Admins need to have a robust strategy with proper communication across the company.

Have a Comprehensive Refurbishment Team

The admins can have a traditional approach to the change process and help the project team by providing adequate guidance. There can be support teams and peer groups that can ensure transformation across the business. The remote employees need help securing the change management process is successful.

An experienced transformation team is essential to the change management checklist. The teams can help in moving towards a successful project. However, you must not allow all team members to have comprehensive decision-making abilities for the entire project. There must be a comprehensive data security framework to thwart unauthorized access to the internal business workflows.

Responsible Teams for the Change

Divide responsibilities among the project team. You can separate groups based on the skill sets and experience levels. Provide the teams with the requisite access to business information. However, there must be hierarchy-based access to the information. The division of responsibilities must be across all the project teams.

Constitute the team with the right people who can be responsible for ensuring the success of the change project. There must also be the proper mindset to select the right people for the teams to ensure the change management becomes a success. The process must be handled with care, and the team must carry them out smoothly.

HCL Compass is the Ideal Change Management Option for Success

Businesses are making suitable alterations to their workflows to ensure streamlined operations. Deploy the requisite resources to manage change and ensure efficient execution of workflow changes across the enterprise. Automating these processes is necessary to ensure global best practices are incorporated, and the change is undertaken smoothly across the business.

HCL Compass is a low code change management software that can adequately handle issues and change management through customized automation of the underlying workflows. It is flexible and can accelerate project delivery and enhance developers’ productivity. HCL Compass manages several testing activities and effectively gathers insights and status reports.


Businesses exist in a complex environment that requires them to change according to their challenges. There are numerous changes you must address appropriately. The enterprises must have a comprehensive change management process that will allow them to understand the relationship between the changes across the various sections of the business. There must be an efficient process, and you can go through the change management checklist mentioned in this article.

Calculate the risks appropriately, and you must automate the activities involved. HCL Compass is the ideal option for companies to handle the issues properly. It allows users to have hands-on experience quickly and using a few clicks. It will enable you to accelerate the entire process and collaborate with stakeholders across the business.

Businesses must incorporate change across their framework proactively. Using low-code options like HCL Compass can help. Contact our experts for details.

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