Scope or: how to manage projects for organization success; impact analysis template

There are only two reasons to start a project:

1. Improve something that exists or
2. Introduce something new

On a prior post, Scope or: how to manage projects for organization success originally presented as Scope - Kills Bad Breath and Kills Projects, I introduced the value to focus on project scope before project launch.

The numbers on project failure are sobering: 70% - 90% of all projects fail. The more projects an organization has the more operation resources are unavailable.

Scope is about the clear alignment the project delivers to strategy.

Your Impact Analysis Template

This post follows up both the blog and eBook with the first template available for you to download and use.

An impact analysis intends to unearth the layers and levels the project will affect.

Just like tossing a pebble into a pond, projects cause ripples that carry beyond the initial splash.

Too often projects sponsors fail to link the change a project has to people, process, and technology internal and external to the organization.

The impact analysis template help early-phase assessment to unearth all stakeholders, their needs, their awareness, and their insight into the project – these people are not only sponsors and customers, but the people to invite into the change journey as these folks could easily disrupt or halt all progress.

Invitation develops deeper commitment, understanding, and ownership to the change they will work and live within. Involvement impacts success.

Download Impact Analysis Template



Revised 12/2018 - fully editable Excel file

Participation is the difference between getting a project done and getting a project accomplished. This is the beginning of risk management: managing the scope is managing the risk.

This blog and link to the downloadable and customizable Impact Analysis template coincides with slides 22 - 27 of the Project Scope eBook.

The goal of any impact analysis:

• Understand sponsor goals and expectations;
• Understand strategic context and intent;
• Assess internal context:
  • People - stakeholders,
  • Process, and
  • Technology

Update: 2019 I created a new post with a revised impact analysis template with focus on business unit, division, or product line silo impact.

Impact All Around

A starting guide to increase an impact analysis template's value:

1. Identify impact issues:
   • Track through focus groups, interviews and conversations with key personnel, draw on past experiences and knowledge, and project team discussions
2. Identify risk:
   • After impact assessment develop a strategy and review with the project sponsor. Findings should factor into the project scope and project constraints
3. Categorize areas of impact:
   1. Departments affected (i.e., HR, Communications, etc.),
   2. Jobs/positions/roles affected,
   3. Classification of the impact issue, by business area
4. Prioritize impact:
   • Frequency (i.e. how often)
   • Criticality (extent to which the impact threatens project success)
   • Complexity
   • Time involved
   • Number of business areas impacted
   • Position impacted
   • Difficulty of implementation
5. Develop impact strategy:
   • After prioritizing the impacts, address highest priorities first. The focus is to address and minimize negative results of change and typically done during team meetings to ensure that the strategy will incorporate a diverse perspective. Addressed first and given more time, energy, and focus allows deeper commitment, understanding, and ownership - improves change management buy in

Impact Analysis Principles

• An organization is inter-related and change to one unit causes bigger ripple effect;
• Identification of those impacted guides how to manage stakeholders, scope, training, and communication;
• To understand impact you need to include every conceivable point of contact:
  • customer,
  • audience,
  • influencer,
  • competitor; and
• Time invested on impact directly improves:
  1. Scope planning,
  2. Project execution,
  3. Stakeholder awareness, and
  4. Project change management

Impact Analysis Objectives

• Identify risk
• Identify every touch point upstream and downstream of the project
• Invite expert insight
• Identify process inter-relationships affected
• Collaborate
• Ask for involvement
• Discover critical success factors
• Identify resistance
• Share accountability
• Who does it impact?
• What will it impact?
• When will it impact?

Involvement impacts project success. True project scope identifies all involved in project success.

The template is fully customizable and provides not only a baseline view of impact, but a management, monitoring, and measurement tool along the project road.

Select this link for an Excel file to edit and build your Impact Analysis Template. In 2018 the template was revised. Now there is a tab each for enterprise impact and for local department, division, business, product line impact.

Also, view the Scope eBook presentation.