Developing a Sponsor Assessment Diagram

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Developing a Sponsor Assessment Diagram
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• This chart will be a strong predictor of success
  or failure for your change.

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Step 1. Identify Impacted Groups

• Examples
• Logistics
• Sales
• Manufacturing
• Finance

Note Should already be completed from your work
on the Prosci Impact Index.
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Step 2. Draw a Sponsor Assessment Diagram

• Add the impacted groups at the bottom of the
  diagram. You will be creating this diagram from
  the bottom looking upward into the organization.

Primary Sponsor
Sales Region 1
Logistics
MFG
Finance
Sales Region 2
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Step 2. Draw a Sponsor Assessment Diagram
For each impacted group, add the person that this
group of employees would view as in charge of
their area.
Primary Sponsor
e.g., Vice President of Sales
e.g., Director of Logistics
D.C.
T.L.
W.R.
B.U.
C.H.
Sales Region 1
Logistics
MFG
Finance
Sales Region 2
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Step 2. Draw a Sponsor Assessment Diagram

• Using the formal reporting structure, add all
  managers between these sponsors and the primary
  sponsor (or up to a management level equal to
  the primary sponsor).

Primary Sponsor
U.W.
S.P.
M.B.
E.G.
A.B.
G.F.
IT
E.T.
P.O.
D.C.
T.L.
W.R.
B.U.
C.H.
Sales Region 1
Logistics
MFG
Finance
Sales Region 2
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Step 2. Draw a Sponsor Assessment Diagram

• Show the relationship between the primary sponsor
  and any peers at the highest level. This
  resulting diagram is the sponsorship group that
  you will assess in Step 3.

COO
Primary Sponsor
U.W.
S.P.
M.B.
E.G.
A.B.
G.F.
I.T.
E.T.
P.O.
D.C.
T.L.
W.R.
B.U.
C.H.
Sales Region 1
Logistics
MFG
Finance
Sales Region 2
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Step 3. Determine Position of Sponsors and Key
Managers Relative to the Change

• Assess the position of each manager relative to
  this change.
• Openly support the change A
• Openly oppose the change or are neutral B
• If unsure about a managers position on this
  change, check with your primary sponsor or
  someone close to this person (or ask him or her
  directly).

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Step 4. Determine CM Competency Level of Each
Person on the Sponsor Assessment Diagram
In-class activity
(Go to pages 4-55 to 4-57)

• Assess the sponsorship competency of each manager
  in the Sponsor Assessment Diagram (Level 1, 2 or
  3)
• Use the Sponsor Competency Assessment for
  assessing general sponsorship behaviors
• In-class exercise complete this assessment
  (pages 4-55 through 4-57) for one of your project
  sponsors

Complete individually in class.
Level 1 High level of sponsor competency (80
100) Level 2 Moderate level of sponsor
competency (70 79) Level 3 Low level of
sponsor competency (lt 70)
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Step 5. Enter Alphanumeric Designations on the
Sponsor Assessment Diagram
COO A3
T.J. A1
U.W. B3
S.P. A3
M.B. A1
E.G. B2
A.B. B2
G.F. A1
I.T. B1
E.T. A3
A.O. A2
D.C. B3
T.L. A2
W.R. A3
B.U. B1
C.H. A2
Sales Region 1
Logistics
MFG
Finance
Sales Region 2
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Step 6. Color Code the Sponsor Assessment
Diagram
A1
Green supports the change and has demonstrated
a high level of sponsor competency. Yellow
supports the change and has demonstrated a
moderate level of sponsor competency. Red
opposed to the change or has demonstrated a low
level of sponsor competency.
A2
B1, B2, B3, A3
Alpha-numeric legend A Supportive of the
change B Neutral or opposed 1 High level of
sponsor competency (score of 80 100) 2
Moderate level of sponsor competency (score of 70
79) 3 Low level of sponsor competency (score
lt 70)
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Step 6. Color Code the Sponsor Assessment
Diagram
COO A3
T.J. A1
U.W. B3
Primary Sponsor
S.P. A3
M.B. A1
E.G. B2
A.B. B2
G.F. A1
I.T. B1
E.T. A3
P.O. A2
D.C. B3
T.L. A2
W.R. A3
B.U. B1
C.H. A2
Sales Region 1
Logistics
MFG
Finance
Sales Region 2
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Step 7. Present Your Assessment Results to the
Primary Sponsor

• Maintain confidentiality (avoid embarrassing or
  surprising a business leader use this diagram
  with care!)
• Gain concurrence from primary sponsor
• Have a plan ready to address yellows and reds
  (this should appear in your Sponsor Roadmap)
• Enlist support of primary sponsor to address the
  most serious challenges