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Change Management Terms

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Assessment A series of questions, problems, or scenarios designed to determine a present-day baseline environment. An assessment can assist in future planning.

At Emory, consulting group CedarCrestone was engaged to provide a high level functional assessment of Emory’s business requirements "fit" with PeopleSoft Financials functionality to determine the level of work and timeframe needed for an implementation. The main objectives of this Project Assessment were:

  • Solidify scope of implementation
  • Determine Business Processes to implement
  • Identify “Gaps” in functionality with high-level solutions
  • Define timeline for implementation
  • Determine timing of modules
  • Estimate level of effort
  • Develop a high-level Implementation Project Schedule
Change Leader Helps translate and communicate the vision for change and solicits support from their areas to build a coalition of champions.
Communications Vehicles containing messaging designed to ensure that stakeholders are informed about the project.
Engagement Obtaining participation from leaders.
Involvement Obtaining participation from end users.
Organizational Change Management A structured approach to transitions in individuals, teams, organizations, and societies that enable movement from a current state to a desired state. Organizational change management is a process for managing the people side of change.
Subject Matter Expert (SME) Subject Matter Experts can be used in an array of different roles on the project, including design, configuration, training, and testing, to ensure the business needs are represented in the finalization of the system.
Stakeholder Any person affected by the implementation of the project.
Training Process of educating new users with the skills and knowledge they need to use the new tool, system, and process to complete their daily responsibilities.