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Stakeholder/client/user assessment

The worksheet attached below provides you with a template to document and present an assessment of your organization's user readiness.

  • User Incentive – What's in it for the users? Which problems are solved? Why will users support the changes?
  • Communication – What message do we need to communicate to each user group?
  • Inform – What does each user group need to know to adopt the changes? What's different?
  • Training – What activities will we execute to ensure adoption at go‑live?
  • Retention – What activities will we execute to ensure long‑term adoption?

The template assumes that the assessment will be made for end users, fulfillers/providers, and management/approvers. Feel free to modify it based on your needs.  

Download User Readiness Worksheet Template

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