Implement and evaluate change

URN: INSML017
Business Sectors (Suites): Management and Leadership
Developed by: Skills CFA
Approved on: 12 Feb 2021

Overview

This standard is about implementing and evaluating change. You change processes, systems, structures, roles or cultures by engaging with employees and other stakeholders. You delegate responsibilities, supporting and training your team. You monitor change progress against plans, maintain business continuity and assess the impact of the changes. You understand the increased need to be agile to manage risks or a crisis. You also identify the benefits or disadvantages resulting from the change. The standard includes evaluating change implementation, learning the lessons from the change process itself and communicating finding to stakeholders.

This standard is for all managers and leaders.


Performance criteria

You must be able to:

  1. engage employees and other stakeholders in implementing changes
  2. initiate your organisation's plans for change in line with agreed timescales and available resources
  3. delegate responsibilities to colleagues in line with your plans
  4. provide support and encouragement to colleagues implementing changes
  5. arrange training and support for colleagues impacted by changes
  6. implement your organisation's agreed contingency plans when required
  7. take contingency actions in the event of risks or situations of crisis
  8. identify, evaluate and resolve any problems or obstacles that arise
  9. maintain the continuity of business activities during periods of change
  10. monitor progress against your plans and take action in response to any significant variances
  11. communicate progress and provide opportunities for people to give feedback
  12. provide recognition for colleagues and teams who achieve results
  13. check that change management meets the requirements of your organisation
  14. engage employees and other stakeholders in evaluating changes
  15. evaluate the change process against the success criteria agreed with stakeholders
  16. establish the reasons for any failure to meet the success criteria in full
  17. assess the impact on those involved in the changes
  18. identify any unanticipated benefits or disadvantages arising from the change and the reasons for these
  19. review the change process, including any deviations from original plans
  20. identify the lessons to be learned for future changes
  21. calculate the net value of the change and determine whether it meets the expectations of stakeholders
  22. communicate the findings of your evaluation to stakeholders with recommendations for any further changes required
  23. the legal, organisational, codes of practice and policies relevant to your role and implementing and evaluating changes

Knowledge and Understanding

You need to know and understand:

General knowledge and understanding

1.      how to engage employees and stakeholders in implementing change

2.      the main models and methods for managing change effectively, and their strengths and weaknesses

3.      the theories of teams, including team-building techniques and how to apply them

4.      the types of support and training the colleagues may need to implement and respond to changes

5.      how to assess the risks and benefits associated with strategies and plans

6.      how to make critical decisions during change implementation

7.      the obstacles to change, and the techniques that remove them

8.      the different stakeholder expectations and how they influence the process

9.      the principles and methods of effective communication and how to apply them

10.   how to analyse change processes to identify the causes of success or failure and unanticipated benefits or disadvantages

11.   the range of digital technologies required for implementation of change

12.   the tools and techniques for evaluation and management of impact of change

13.   how to identify lessons to be learned and applied to future change processes

14.   how to calculate net value of changes

15.   how to formulate and present recommendations

Industry and sector specific knowledge and understanding

16.   your organisation's current position in its sector and operating environment, compared with its main competitors, relevant to change programmes

17.   the range of information sources that are relevant to the sector in which your organisation operates

18.   the legal, organisational, codes of practice and policies relevant to your role and the activities being carried out

Context specific knowledge and understanding

19.   the individuals within your area of work, their roles, responsibilities, competences and potential

20.   your organisation's culture, the vision for the future, the reasons for change, the risks and expected benefits

21.   your organisation's change plans that have been agreed, how to access them, and the business-critical activities and interdependencies that you are responsible for

22.   the factors that need to be changed, and the associated priorities and reasons

23.   the importance of being agile in the events of risks or crisis 

24.   your organisation's communication channels, both formal and informal

25.   the change management frameworks and methods used in your organisation

26.   your organisation's stakeholders, their interests and expectations


Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills

  1. Analysing
  2. Assessing risks
  3. Being agile in managing risks or crisis
  4. Communicating
  5. Contingency planning
  6. Decision-making
  7. Delegating
  8. Evaluating
  9. Influencing
  10. Information management
  11. Involving others
  12. Managing conflict
  13. Monitoring
  14. Motivating
  15. Negotiating
  16. Obtaining feedback
  17. Persuading
  18. Planning
  19. Presenting information
  20. Problem solving
  21. Reflecting
  22. Reviewing
  23. Risk management
  24. Stress management
  25. Team building
  26. Time management
  27. Valuing and supporting members of staff

Glossary


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

01 Mar 2026

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

CFAM&LCA4, CFAM&LCA5

Relevant Occupations

Managers and Senior Officials

SOC Code

1111

Keywords

Management & leadership; implement; change