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:
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.
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:
Scan the QR Code and enter the assessment code provided by the facilitator
Select Contributors — Allow participants to assess all or specific contributors
Personal Identifier — This can be their name, team name, or anonymous ID
Complete the assessment — Either swipeable cards (Initial) or tabbed survey (Detailed)
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















