PCT Assessment

Assessing Project Health

PCT Assessment PCT Model
Prosci Change Triangle

The Prosci Change Triangle (PCT) Model is a simple but powerful Leadership/
Sponsorship
framework for understanding the four critical aspects of any
successful change effort:
• Success: clarity on the aim or purpose of the initiative.
• Leadership/sponsorship: provides strategy, direction and guidance.
• Project management: addresses the technical side of change by
designing, developing and delivering the solution. Success

• Change management: addresses the people side of change by ™

enabling people to engage, adopt and use the solution to achieve Project
Management
Change
Management

results and outcomes.

Why:
The PCT Assessment is used to position the project for success by assessing project health across the four critical
aspects at a point in time. If a project is weak in any of the four elements, it will struggle or fail. PCT Assessment scores
are a leading indicator of the potential for a successful implementation.

The PCT Model is valuable for project teams and change management professionals in a number of ways:
• Provides project teams with common language and context for the four elements of successful change.
• Positions the unique contribution of change management relative to project management and leadership/sponsorship.
• Evaluates the health of an initiative at a point in time. Through repeated application, it evaluates progress over the
project lifecycle.
• Identifies organizational competencies and gaps by looking at assessment results from multiple projects.

When:
Complete an initial PCT Assessment early in the lifecycle of the project to establish a baseline. Conduct the assessment
again at key points during the project to see if scores are improving. Each time the assessment is conducted, create
a set of action plans to improve performance where scores are low.

Who:
The PCT Assessment can be completed by the change management team, project team, senior leaders and key
business leaders from the impacted groups.

PCT Assessment Rank each factor on a 1-3 scale: 1 = inadequate, 2 = adequate, 3 = exceptional

Success Score: 1–3

1. Inputs into the change management process are defined (may include a business case, charter, scope, or plan).

2. Organizational benefits are fully defined (what the organization gains).

3. Project objectives are fully defined (what the project achieves).

4. Adoption and usage objectives are fully defined.

5. Units of measure for benefits and objectives are established.

6. Benefits and objectives are prioritized.

7. Benefit and objective ownership is designated.

8. People dependency of benefits and objectives is evaluated.

9. The definition of success is clear and ready to be communicated.

10. The sponsorship coalition is aligned to a common definition of success.

Sum of points for Success (out of 30 total) 0

2
Leadership/Sponsorship Score: 1–3
1. The change has a primary sponsor with the necessary authority over the people, processes and systems to authorize
and fund the change.

2. The primary sponsor can clearly explain the nature of the change, the reason for the change, and the benefits for the organization.

3. The organization has a clearly defined vision and strategy.

4. The change is aligned with the strategy and vision for the organization.

5. Priorities are set and communicated regarding the change and other competing priorities.

6. The primary sponsor is resolving issues and making decisions related to the project schedule, scope and resources.

7. The primary sponsor is actively and visibly participating throughout the lifecycle of the change.

8. The primary sponsor is encouraging senior leaders to participate in and support the change by building a sponsor coalition.

9. The primary sponsor is building awareness of the need for the change directly with employees.

10. The primary sponsor is visibly reinforcing the change by celebrating successes and addressing resistance.

Sum of points for Leadership/Sponsorship (out of 30 total) 0

Project Management Score: 1–3

1. The nature of the change is clearly defined including who is impacted and how.

2. The project has specific objectives.

3. The project has a clearly defined scope.

4. The project has a project manager assigned to manage the project lifecycle.

5. Project milestones are identified and a project schedule is complete.

6. A work breakdown structure with deliverables is complete.

7. Resources for the project are identified and acquired.

8. Periodic meetings are scheduled with the project team and key stakeholders to track progress and resolve issues.

9. The project manager understands the value of change management in ensuring the change will be adopted and used.

10. The Change Management Plan is integrated with the Project Management Plan.

Sum of points for Project Management (out of 30 total) 0

Change Management Score: 1–3

1. The change is applying a structured change management approach to deliver the benefits to the organization.

2. An assessment of the change and its impact on individuals and the organization is complete.

3. An assessment of the change risk is complete.

4. The change has specific adoption and usage objectives.

5. An assessment of the strength of the sponsor coalition is complete.

6. A customized and scaled change management strategy with the necessary sponsorship commitment is complete.

7. The resources required to execute the change strategy and plans are identified, acquired and prepared.

8. Change management plans that will mitigate resistance and achieve adoption and usage are complete and are being implemented.

9. The effectiveness of change management is being monitored and adaptive actions are being taken if required to achieve
adoption and usage.

10. The organization is prepared to own and sustain the change.

Sum of points for Change Management (out of 30 total) 0

3
PCT Assessment Analysis

PCT Profile: Score interpretation:

10-19 High risk/threat – needs immediate action

Leadership/Sponsorship

0 20-24 Alert/possible risk – needs further investigation

25-30 Strength – should be leveraged and maintained

Notes
0

Success

0 0
Project Change
Management Management

Actions to Improve Project Health

What specific factors need to be addressed to improve project health?

Aspect:
Factor # Action
(S, L/S, PM, CM)

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Date of next PCT Assessment:
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