---
artifact_id: A29
name: Change Readiness and Adoption Record
template_version: "1.0.0"
status: "Template · Active"
category: Change Management and Adoption
authority: "PMBOK8 Guide §2.5 Stakeholders Performance Domain; Managing Change in Organizations (MCO) Practice Guide"
source_type: synthesis
file_path: artifacts/stakeholders-communications/A29-change-readiness-and-adoption-record-template.md
---

## [A29] — Change Readiness and Adoption Record | Template

> **Usage note:** This is a blank template. Every `[FIELD: ...]` cell must be completed by the project team before use. Static text, rules, and checklist items are pre-filled and must not be removed. Do not pre-populate fields with example data.

---

## Section 1 — Header / Identification

| Field | Value |
|---|---|
| Project Name | [FIELD: Full project name as registered in the project charter] |
| Sponsor | [FIELD: Name and title of the project sponsor] |
| Change Lead | [FIELD: Name and title of the person leading the change management effort] |
| Business Owner | [FIELD: Name and title of the accountable business-side owner] |
| Date | [FIELD: Date this record was created or last updated — YYYY-MM-DD] |
| Version | [FIELD: Version number, e.g., 1.0] |
| Status | [FIELD: select from Draft / Active / Closed] |
| Linked Artifacts | A07 — Project Schedule; A08 — Resource Management Plan; A19 — Issue Register; A28 — Stakeholder Engagement Plan; A01 — Project Charter; A02 — Project Management Plan |

---

## Section 2 — Change Description

| Field | Value |
|---|---|
| What Is Changing | [FIELD: Describe the change — process, system, behaviour, structure, or role being modified] |
| Who Is Affected | [FIELD: List the stakeholder groups and approximate number of individuals impacted] |
| Scope of Organizational Impact | [FIELD: select from Local / Divisional / Enterprise-wide] |
| Change Complexity | [FIELD: select from Low / Medium / High / Transformational] |
| Change Duration | [FIELD: Expected transition period from current state to stable new state] |
| Change Rationale | [FIELD: Brief explanation of why this change is necessary — strategic driver or problem being solved] |
| Current State Summary | [FIELD: Description of how things work today before the change] |
| Future State Summary | [FIELD: Description of how things will work after full adoption] |

---

## Section 3 — Stakeholder Readiness Assessment

Use one row per Stakeholder Group × Readiness Dimension combination. Readiness Dimensions: **Awareness / Willingness / Knowledge / Ability / Reinforcement**. Levels: **Not Ready / Developing / Ready**.

| Stakeholder Group | Readiness Dimension | Current Level | Target Level | Gap Description | Assessment Date |
|---|---|---|---|---|---|
| [FIELD: Stakeholder group name] | [FIELD: select from Awareness / Willingness / Knowledge / Ability / Reinforcement] | [FIELD: select from Not Ready / Developing / Ready] | [FIELD: select from Not Ready / Developing / Ready] | [FIELD: Describe the gap between current and target readiness] | [FIELD: YYYY-MM-DD] |
| [FIELD: Stakeholder group name] | [FIELD: select from Awareness / Willingness / Knowledge / Ability / Reinforcement] | [FIELD: select from Not Ready / Developing / Ready] | [FIELD: select from Not Ready / Developing / Ready] | [FIELD: Describe the gap between current and target readiness] | [FIELD: YYYY-MM-DD] |
| [FIELD: Stakeholder group name] | [FIELD: select from Awareness / Willingness / Knowledge / Ability / Reinforcement] | [FIELD: select from Not Ready / Developing / Ready] | [FIELD: select from Not Ready / Developing / Ready] | [FIELD: Describe the gap between current and target readiness] | [FIELD: YYYY-MM-DD] |
| [FIELD: Stakeholder group name] | [FIELD: select from Awareness / Willingness / Knowledge / Ability / Reinforcement] | [FIELD: select from Not Ready / Developing / Ready] | [FIELD: select from Not Ready / Developing / Ready] | [FIELD: Describe the gap between current and target readiness] | [FIELD: YYYY-MM-DD] |

> Add rows as needed. Each stakeholder group should be assessed across all five readiness dimensions.

---

## Section 4 — Adoption Action Plan

Action Types: **Training / Communication / Coaching / Process Update / Leadership Engagement**. Status values: **Planned / In Progress / Complete / Overdue**.

| Action ID | Stakeholder Group | Adoption Action | Type | Owner | Due Date | Status | Notes |
|---|---|---|---|---|---|---|---|
| [FIELD: e.g., AA-001] | [FIELD: Target stakeholder group] | [FIELD: Description of the adoption action to be taken] | [FIELD: select from Training / Communication / Coaching / Process Update / Leadership Engagement] | [FIELD: Name of responsible individual] | [FIELD: YYYY-MM-DD] | [FIELD: select from Planned / In Progress / Complete / Overdue] | [FIELD: Additional context or dependencies] |
| [FIELD: e.g., AA-002] | [FIELD: Target stakeholder group] | [FIELD: Description of the adoption action to be taken] | [FIELD: select from Training / Communication / Coaching / Process Update / Leadership Engagement] | [FIELD: Name of responsible individual] | [FIELD: YYYY-MM-DD] | [FIELD: select from Planned / In Progress / Complete / Overdue] | [FIELD: Additional context or dependencies] |
| [FIELD: e.g., AA-003] | [FIELD: Target stakeholder group] | [FIELD: Description of the adoption action to be taken] | [FIELD: select from Training / Communication / Coaching / Process Update / Leadership Engagement] | [FIELD: Name of responsible individual] | [FIELD: YYYY-MM-DD] | [FIELD: select from Planned / In Progress / Complete / Overdue] | [FIELD: Additional context or dependencies] |

> Add rows as needed. Each readiness gap identified in Section 3 should have at least one corresponding action here.

---

## Section 5 — Deployment Gate Readiness

Use this section to track formal readiness gates before deployment or go-live milestones. Status values: **Green / Amber / Red**.

| Gate Name | Date | Readiness Criteria | Current Status | Go/No-Go Recommendation | Approver |
|---|---|---|---|---|---|
| [FIELD: Name of the gate, e.g., Pre-Pilot Gate] | [FIELD: YYYY-MM-DD] | [FIELD: Specific measurable criteria that must be met to pass this gate] | [FIELD: select from Green / Amber / Red] | [FIELD: select from Go / No-Go / Conditional Go] | [FIELD: Name and role of the decision-making approver] |
| [FIELD: Name of the gate, e.g., Go-Live Gate] | [FIELD: YYYY-MM-DD] | [FIELD: Specific measurable criteria that must be met to pass this gate] | [FIELD: select from Green / Amber / Red] | [FIELD: select from Go / No-Go / Conditional Go] | [FIELD: Name and role of the decision-making approver] |
| [FIELD: Name of the gate, e.g., Stabilization Gate] | [FIELD: YYYY-MM-DD] | [FIELD: Specific measurable criteria that must be met to pass this gate] | [FIELD: select from Green / Amber / Red] | [FIELD: select from Go / No-Go / Conditional Go] | [FIELD: Name and role of the decision-making approver] |

---

## Section 6 — Stakeholder Feedback Register

Sentiment values: **Positive / Neutral / Negative / Mixed**.

| Feedback ID | Date | Stakeholder Group | Theme | Sentiment | Action Taken |
|---|---|---|---|---|---|
| [FIELD: e.g., FB-001] | [FIELD: YYYY-MM-DD] | [FIELD: Stakeholder group providing the feedback] | [FIELD: Summary theme of the feedback, e.g., Training Quality, Communication Clarity] | [FIELD: select from Positive / Neutral / Negative / Mixed] | [FIELD: Action taken or planned in response to this feedback] |
| [FIELD: e.g., FB-002] | [FIELD: YYYY-MM-DD] | [FIELD: Stakeholder group providing the feedback] | [FIELD: Summary theme of the feedback] | [FIELD: select from Positive / Neutral / Negative / Mixed] | [FIELD: Action taken or planned in response to this feedback] |
| [FIELD: e.g., FB-003] | [FIELD: YYYY-MM-DD] | [FIELD: Stakeholder group providing the feedback] | [FIELD: Summary theme of the feedback] | [FIELD: select from Positive / Neutral / Negative / Mixed] | [FIELD: Action taken or planned in response to this feedback] |

> Feedback should be collected at regular intervals and after each major adoption event (training, go-live, communications campaign).

---

## Section 7 — Adoption Metrics

Define metrics before deployment. Measurement Points: **Pre-Change Baseline / Pilot / Go-Live / 30-Day Post / 90-Day Post / Final**.

| Metric | Baseline | Target | Measurement Method | Measurement Point | Current Reading |
|---|---|---|---|---|---|
| [FIELD: Metric name, e.g., Training Completion Rate] | [FIELD: Baseline value before change] | [FIELD: Target value indicating successful adoption] | [FIELD: How the metric is measured, e.g., LMS report, survey, observation] | [FIELD: select from Pre-Change Baseline / Pilot / Go-Live / 30-Day Post / 90-Day Post / Final] | [FIELD: Most recent reading — update at each measurement point] |
| [FIELD: Metric name, e.g., Process Compliance Rate] | [FIELD: Baseline value before change] | [FIELD: Target value indicating successful adoption] | [FIELD: How the metric is measured] | [FIELD: select from Pre-Change Baseline / Pilot / Go-Live / 30-Day Post / 90-Day Post / Final] | [FIELD: Most recent reading] |
| [FIELD: Metric name, e.g., Stakeholder Satisfaction Score] | [FIELD: Baseline value before change] | [FIELD: Target value indicating successful adoption] | [FIELD: How the metric is measured] | [FIELD: select from Pre-Change Baseline / Pilot / Go-Live / 30-Day Post / 90-Day Post / Final] | [FIELD: Most recent reading] |
| [FIELD: Metric name, e.g., Error/Defect Rate Post-Change] | [FIELD: Baseline value before change] | [FIELD: Target value indicating successful adoption] | [FIELD: How the metric is measured] | [FIELD: select from Pre-Change Baseline / Pilot / Go-Live / 30-Day Post / 90-Day Post / Final] | [FIELD: Most recent reading] |

---

## Section 8 — Waste Test

*Answer each question before finalizing this record. If any answer is "No", revisit the relevant section.*

- [ ] Does every stakeholder group appear in the Readiness Assessment (Section 3)?
- [ ] Does every readiness gap have at least one corresponding action in the Adoption Action Plan (Section 4)?
- [ ] Are all deployment gates defined with measurable, verifiable criteria?
- [ ] Has feedback been collected from at least the primary impacted stakeholder groups?
- [ ] Is at least one adoption metric defined per major affected group or process area?
- [ ] Are all action owners named (not just roles)?
- [ ] Has the change lead confirmed alignment with the Stakeholder Engagement Plan (A28)?
- [ ] Are Go/No-Go gate decisions documented with named approvers?
- [ ] Is this record linked to the Issue Register (A19) for any escalated resistance or barriers?
- [ ] Has this record been reviewed and approved by the project sponsor?

---

## Change Log

| Version | Date | Author/Event | Description |
|---|---|---|---|
| 1.0.0 | 2026-05-31 | Phase B2 Batch B | Initial template |

---

*Template for: Change Readiness and Adoption Record*
*Authority: PMBOK8 Guide §2.5 Stakeholders Performance Domain; Managing Change in Organizations (MCO) Practice Guide*
*See definition file: artifacts/stakeholders-communications/A29-change-readiness-and-adoption-record-template.md*
