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Change Success Assessment (Facilitator App) Learning Guide

A guide to setting up, facilitating, and interpreting your first Change Success Assessment (CSA)

What is the Change Success Assessment?

The Change Success Assessment (CSA) provides a practical approach for identifying and measuring the strength of the Greatest Contributors to Success for a specific project by identifying the best practices for each of the Greatest Contributors to Success. The best practices are based on Prosci’s research findings and the shared experiences of our global community of change practitioners. More details about the Change Success Assessment can be found in Knowledge Hub.

The Change Success Assessment Facilitator App enables a facilitator to guide participants through the assessment on their mobile devices. Responses are combined and displayed in real time to support collaborative discussions that help organizations apply change management best practices and achieve greater levels of change success.

Key insight: Prosci’s longitudinal research consistently identifies the same contributors to change success — Active and Visible Executive Sponsorship, Structured Change Management Approach, Employee Engagement and Participation, Frequent and Open Communication, Integration and Engagement with Project Management, Dedicated Change Management Resources, and Engagement with People Managers. These aren’t theoretical ideals; they are the enduring, proven practices that distinguish successful change initiatives from those that fall short. The CSA turns those research findings into an actionable assessment you can run on any project.

Contributors to Change Success

The assessment evaluates 80 best practices - 10 best practices per the top eight contributors. The contributors are organized into two categories, because successful change depends on both change leadership and engagement and change process enablement:

Category

Contributor

What It Measures

Change Leadership and Engagement

Active and Visible Primary Sponsorship

The primary sponsor’s authority, involvement, communication, and commitment to leading the change

Active and Visible Sponsor Coalition

Coalition members’ alignment, engagement with people managers, and reinforcement of the change across functional groups

Engagement with People Managers

People managers’ awareness, communication, coaching, and support for their teams through the change

Engagement and Participation

Meaningful opportunities for people to engage in solution design, ask questions, and build commitment

Change Process

Enablement

Structured Change Management Approach

Formal change management process, strategy development, planning, and adaptive actions throughout the lifecycle

Dedicated Change Management Resources

Change practitioner competency, team structure, resourcing, and capacity to support the project

Frequent and Open Communication

Communication planning, preferred senders, two-way dialogue, and message effectiveness

Integration and Engagement with Project Management

Collaboration between change management and project management teams on plans, metrics, and deliverables

Assessment Approach

The Change Success Assessment Facilitator App offers two assessment formats, each designed for different stages and purposes:

  1. Initial Assessment (Strength/Opportunities)

    • 80 best practices rated as Strength or Opportunity using a fast, card-based swiping interface.

    • Takes approximately 10–15 minutes.

    • Best for: early-stage baselining, lessons learned sessions, and quick pulse checks on change readiness.

  2. Detailed Assessment (Comprehensive)

    • 80 best practices rated on a 1–5 scale using an accordion-based form.

    • Takes approximately 30–45 minutes.

    • Best for: mid-project progress tracking, in-depth gap analysis, and measuring the extent and effectiveness of best practice application over time.

Additionally:

  • Participants select which contributors to assess — you can focus on specific areas or assess all eight

  • Facilitators can optionally enable a timer for paced assessment sessions

  • Multiple participants can complete the same assessment simultaneously on their own devices


Who Is This For?

The Facilitator App should be used by Change practitioners and or CM Deployment leaders that understand the Change Success Assessment and can articulate its purpose, what it is measuring, and how the organization will use the results.

The Change Success Assessment should be completed by people who have a clear view of:

  • How best practices are being used

  • Can help make sense of the results

  • Plan next steps

  • Are accountable for taking action.

Recommended participants include:

  • Change leaders (primary sponsor, sponsor coalition members, people managers)

  • Other key business leaders from the impacted groups

  • Change practitioners

  • Project managers

When to Use It

Scenario

How It Helps

Setting a project up for success

Run an Initial Assessment early in the lifecycle to identify which contributors and best practices to focus on first

Assessing strengths and opportunities

Identify what’s working well and where improvement is needed on projects already underway

Tracking progress over time

Use the Detailed Assessment at multiple lifecycle stages (early, mid, late) to measure improvement and adapt your approach

Educating and building capability

Use assessment insights to prepare, equip, and support change leaders in developing their effectiveness

Supporting coaching conversations

Assess the application of best practices by change leaders and practitioners to promote focused, evidence-based coaching

Capturing lessons learned

Run assessments at project completion to identify actionable insights for future change efforts


Setting Up Your First Assessment Session

Step 1: Access the Dashboard

Log in to the application. You’ll land on the Assessment Sessions dashboard, which lists all your sessions along with their project, creation date, expiration, and participant count.

Step 2: Create a New Session

Click [Create New Session] to set up a new assessment. Each session generates a unique access code that participants will use to join.

Assessment Session Details:

  • Session Name — A descriptive name for this assessment (e.g., “ERP Implementation - Q1 Baseline” or “Leadership Alignment Check”).

  • Project — Choose from an existing project* or choose to create a new project and add project name.

  • Assessment Type — Choose Initial or Detailed

    • Timer Settings for Initial format — Enable a countdown timer for paced sessions. Set the duration (in seconds) and a default action (Strength or Opportunity) if time runs out on a factor.

  • Expiration Date — When the session will stop accepting responses.

  • Active — Show the session as active or inactive.

*If you have projects in Proxima they will show in the drop down option. However, there is no direct integration with Proxima and the AI Adoption Diagnostic Facilitation App. Choosing the "Create New Project" will not create a new project in Proxima.

Step 3: Share the Access Code

After creating the session, you’ll see a unique access code and a QR code. Share either with your participants:

  • Display the QR code on screen for in-room sessions — participants scan it with their phone camera

  • Copy the shareable link to distribute via email, chat, or calendar invites

  • Share the access code directly for participants to enter on the page

Step 4: Prepare Your Participants

Before the assessment, consider these facilitator best practices:

  • Break the assessment into parts — Start with the Change Leadership and Engagement contributors, then move to Change Process Enablement. This reduces fatigue and allows deeper discussion.

  • Divide into small groups — Assign two contributors per group to encourage collaboration and richer insights.

  • Pre-assess if covering all 80 practices — Ask participants to complete the assessment in advance so the live session focuses on dialogue, not data entry.

  • Test the technology — Verify the access code works and have a backup ready in case of connectivity issues.


Collecting Assessment Responses

The Participant Experience:

Participants don’t need an account. They simply:

  1. Scan the QR Code and enter the assessment code provided by the facilitator

  2. Select Contributors — Allow participants to assess all or specific contributors

  3. Personal Identifier — This can be their name, team name, or anonymous ID

  4. Complete the assessment — Either swipeable cards (Initial) or tabbed survey (Detailed)

  5. View their results — Personal radar chart and summary

Selecting Contributors

Participants choose which contributors to assess. The eight contributors are organized into two categories:

Participants can select all eight or focus on specific areas relevant to their role or session plan.

Initial Assessment

For sessions using the Initial assessment, each best practice appears as a card. Participants assess each practice by:

  • Swiping right (or clicking the thumbs-up button) to mark it as a Strength

  • Swiping left (or clicking the thumbs-down button) to mark it as an Opportunity

A progress indicator shows how many practices remain (e.g., “Best Practice 3 of 80”). If a timer is enabled, a visual countdown bar appears on each card.

Detailed Assessment

For sessions using the Detailed assessment, best practices are organized in expandable accordion sections by contributor. Each practice has five rating options:

Rating

What It Means

1 - Not Applied

The best practice is not being applied on this project

2 - Minimally Applied

Early or minimal efforts to apply the best practice

3 - Partially Applied

The best practice is being applied with some consistency but with gaps

4 - Mostly Applied

The best practice is being applied broadly and effectively with minor gaps

5 - Fully Applied

The best practice is being applied comprehensively and effectively

Your responses save automatically as you answer each practice — no submit button needed. You can:

  • Navigate between contributors freely without losing progress

  • Close the browser and return later within the session window — your progress is preserved

  • Pause and resume at any time using the same access code and identifier

Completing the Assessment

After responding to all selected best practices, the assessment automatically moves to the summary report view. Participants see their individual results immediately and can toggle between their own responses and the aggregate group view.

Monitoring Progress

As facilitator, you can monitor responses in real-time:

  • See how many participants have completed the assessment

  • View raw response data as it comes in

  • Participants can resume if interrupted (their progress is saved


Understanding Your Results

Facilitator Report Overview

As a facilitator, open the Report view for any session to see aggregated results across all participants. You can switch between viewing All Groups (averaged scores) or any individual participant’s responses.

Two display modes are available:

  • Visual Summary Grid — A color-coded matrix showing all 10 best practices across each contributor at a glance

  • Detailed Contributor Scores — Expandable sections organized by contributor with detailed factor-level information

Initial Assessment Results

For Initial Assessment sessions, results are color-coded by consensus:

Score Color

What It Means

Green

Strength — participants consistently rated this practice as a strength

Red

Opportunity — participants consistently rated this practice as an opportunity

Gray (dark)

Mixed — participants were split between strength and opportunity

Gray (light)

Not Answered — no responses recorded for this practice

This view makes it easy to spot patterns — clusters of green indicate strong areas, while clusters of red highlight where the team sees the most room for improvement.

Detailed Assessment Results

For Comprehensive Assessment sessions, results include both color-coded scores and a maturity level:

Score Color

Rating

Red

Not Applied (1)

Orange

Minimally Applied (2)

Yellow

Partially Applied (3)

Light Blue

Mostly Applied (4)

Green

Fully Applied (5)

Each contributor receives an aggregate score (10–50 points) that maps to a maturity level:

Score Range

Maturity Level

10–21

Initiating

22–31

Emerging

32–39

Developing

40–45

Proficient

46–50

Extending

An overall assessment score (70–350 points) provides the aggregate maturity level across all eight contributors.

Comparing Individual and Group Perspectives

Toggle between All Groups and individual participant views to uncover perception gaps. Areas where individuals see strengths but the group sees opportunities (or vice versa) are valuable discussion points for alignment and coaching.


Taking Action on Results

Debriefing Results

Use the What–So What–Now What framework to debrief the assessment results:

  • What: What are the group’s Change Success Assessment results?

  • So What: What do the strengths and opportunities mean for the project?

  • Now What: What actions will increase the chance of success?

Debrief Facilitation Tips:

  • Focus on learning and improvement, not assigning blame.

  • Balance discussion between strengths and challenges.

  • Acknowledge the value of different perspectives and use them to spark insight and promote understanding.

  • Use open-ended questions (“What stands out to you?” “What’s driving this result?” “What would make the biggest difference here?”).

Adding Facilitator Notes and Agreed Actions

Document your observations and the group’s agreed next steps directly in the report using the Facilitator Notes and Agreed Actions fields. Click Save to preserve these — they become part of the session record.

Optional Actions to Ensure Change Success

Go deeper into specific contributors and best practices to identify actions that will improve success.

Click on the Assessment Session name or select "Actions to Ensure Change Success" from the Actions ellipses:

Select a Contributor and Best Practice from the dropdowns:

Use the form to create targeted recommendations. Each suggestion includes:

  • Suggestion — The recommended action or improvement to address the selected best practice

  • Priority — Low, Medium, High

  • Implementation Difficulty — Easy, Medium, Hard

  • Facilitator Notes — Additional context, coaching guidance, or observations to support implementation

Planning Next Steps

Based on your assessment results, consider:

  • Address the highest-priority opportunities first — Focus on contributors and best practices consistently rated as opportunities or scoring lowest on the detailed scale

  • Leverage identified strengths — Build on areas already performing well; these can serve as models and momentum builders for less mature areas

  • Align change leaders — Share results with sponsors, coalition members, and people managers to build shared understanding and commitment to improvement

  • Create a targeted action plan — Use improvement suggestions to build a prioritized roadmap with clear owners and timelines

  • Re-assess at the next lifecycle stage — Run the Detailed Assessment mid-project and late-project to track progress and demonstrate the impact of your change management efforts


Quick Reference

Facilitator Checklist

☐ Create an assessment session (choose project, type, and expiration)

☐ Share the access code or QR code with participants

☐ Prepare participants on scope and expectations

☐ Monitor participant progress during the session

☐ Review the assessment report (grid and accordion views)

☐ Compare individual and group results

☐ Drill into best practice details for low-scoring contributors

☐ Add facilitator notes and agreed actions

☐ Create improvement suggestions for priority best practices

☐ Share results and action plan with change leaders

☐ Schedule follow-up assessment to track progress

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