[INSERT PROJECT NAME]
Organizational Impact Analysis
EXECUTIVE SPONSOR – [INSERT NAME]
BUSINESS OWNER - [INSERT NAME]
PROJECT MANAGER – [INSERT NAME]
ORIGINAL PLAN DATE: [INSERT DATE, SPELLED OUT]
REVISION DATE: [INSERT DATE, SPELLED OUT]
REVISION: [INSERT NUMBER]
DoIT Organizational Impact Template
ABOUT THIS DOCUMENT
The focus of this planning document is on the organizational impacts of the project with
an analysis of the impacts to individual and agency work productivity. It follows the
Project Charter section 2.4 “Impact on Organization” “The impacts on the organization
are areas that need to be addressed by the project through its planning process. They may
not be internal project risks, but they can impact the success of the project’s
implementation.”
ORGANIZATIONAL IMPACT ANALYSIS OBJECTIVES
The objectives of the Organizational Change Management Plan are to:

Assist in the assessment and analysis of the organizational impacts of the
project

Implement organizational changes to meet the impacts of the project.

Anticipate and address the concerns of those who will be impacted by the
project.
While the project is presumably being undertaken for positive results, to remove business
problems or to improve on the delivery of the agency’s mission, it is necessary for the
project to explore the human dimension of their organization, and the changes that the
project will be imposing.
Infrastructure/Technology matters are covered in other project planning documents, so
the focus of this document is on:

Business Process

Organizational Culture -

Organizational Structure
This document provides a template for a process that starts with project initiation and
planning, and is revisited at each phase of the project as it moves from planning through
requirements definition and specification, solution design, build, piloting and deployment
with its transition to operations.
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DoIT Organizational Impact Template
REVISION HISTORY
REVISION NUMBER
DATE
COMMENT
1.0
September 4, 2007
Original DoIT PMO Document
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DoIT Organizational Impact Template
ORGANIZATIONAL IMPACT ANALYSIS ...................................................................................................... 1
ABOUT THIS DOCUMENT .................................................................................................................................. 2
Organizational Impact Analysis Objectives ........................................................................................... 2
REVISION HISTORY .......................................................................................................................................... 3
PROJECT DESCRIPTION ............................................................................................................................. 5
PROJECT CONTEXT .......................................................................................................................................... 5
CHANGE IMPACT ANALYSIS ............................................................................................................................... 6
POPULATIONS IMPACTED BY CHANGE .................................................................................................................. 7
OVER ALL ORGANIZATIONAL IMPACTS ...................................................................................................... 7
Infrastructure/Technology (Specifics are covered elsewhere in the project planning) ......................... 7
Organizational Culture .......................................................................................................................... 8
Business Process .................................................................................................................................... 8
Organizational Structure ....................................................................................................................... 8
Facilities (Specifics Are Covered Elsewhere In The Project Planning) .................................................... 8
BUSINESS PROCESS CHANGE MANAGEMENT ............................................................................................ 8
ORGANIZATIONAL STRUCTURE CHANGES ................................................................................................. 9
ORGANIZTIONAL CULTURE CHANGE ........................................................................................................ 10
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DoIT Organizational Impact Template
PROJECT DESCRIPTION
Provide a brief summary description of the project.
The “elevator speech” approach
Imagine that you are in an elevator with the executive sponsor or Cabinet Secretary and
can take advantage of the few minutes to pitch the project. You have a limited amount of
that person’s attention to sell the problem and the solution to the problem.
PROJECT CONTEXT
We need to evolve a way of graphically representing the context of the project that
pictures the technology, the organization(s), groups being impacted, and the nature of the
changes the project will bring to bear.
The context diagram below can be edited in MS PowerPoint or the project can substitute
its own visual. The idea is to provide an easy way of portraying the context into which
the project will place its business solution.
The bullet points in the text boxes can be accessed by double clicking on the boxes.
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DoIT Organizational Impact Template
CHANGE IMPACT ANALYSIS
This section focuses on the broad category of change that the project will be
implementing, not on the specific detail of application screens. The focus is not on the
desired business objectives, but rather on the means that will be used to bring about these
goals.
Change
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Type of Change
Impact of Change
DoIT Organizational Impact Template
POPULATIONS IMPACTED BY CHANGE
This section focuses on the groups of people who will experience the changes that are
necessary to meet the business objectives.
Population
Type of Change
Impact of Change
OVER ALL ORGANIZATIONAL IMPACTS
Organizational Impact
INFRASTRUCTURE/TECHNOLOGY (SPECIFICS ARE COVERED ELSEWHERE IN
THE PROJECT PLANNING)
Performing Organization
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Impact
Rating (1 to
5)
DoIT Organizational Impact Template
External Organizations (other state agencies, county or local
government entities)
Comments:
ORGANIZATIONAL CULTURE
Performing Organization
External Organizations (other state agencies, county or local
government entities)
Comments:
BUSINESS PROCESS
Performing Organization
External Organizations (other state agencies, county or local
government entities)
Comments:
ORGANIZATIONAL STRUCTURE
Performing Organization
External Organizations (other state agencies, county or local
government entities)
Comments:
FACILITIES (SPECIFICS ARE COVERED ELSEWHERE IN THE PROJECT
PLANNING)
Performing Organization
External Organizations (other state agencies, county or local
government entities)
Comments:
Organizational Impact Rating (1 to 5):
BUSINESS PROCESS CHANGE MANAGEMENT
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DoIT Organizational Impact Template
Business
Process
Changes
Individual/Group(s) Individual/Group(s) Required
Status
Affected
Responsible for
Completion
Implementation
Date
ORGANIZATIONAL STRUCTURE CHANGES
Organizational Individual/Group(s) Individual/Group(s) Required
Status
Changes
Affected
Responsible for
Completion
Implementation
Date
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DoIT Organizational Impact Template
ORGANIZTIONAL CULTURE CHANGE
Organizational Individual/Group(s) Individual/Group(s) Required
Status
CULTURE
Affected
Responsible for
Completion
changes
implementation
Date
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DoIT Organizational Impact Template
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DoIT Organizational Impact Template
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