Change Management Report

The Change Management Report outlines a person’s likely response to different kinds of change. It offers suggestions on how an individual might better align their “I Opt” preferences with the change situation they are confronting.

The report is unique in that it is designed to enhance the ability of the group, as well as the individual, to absorb the change. The report can be used on an individual basis, in team settings, in workshops, in seminars or in any other venue in which change is being addressed.


The "I Opt" Change Management Report uses the "I Opt" 24-question survey as its input document. This is the same survey as used for all other "I Opt" reports. Since they are based on the same technology, these reports will not conflict and can be used in combination.

For example, all change involves learning. If appropriate, the Learning Report can be used in conjunction with the Change Management Report with no risk that they will in any way conflict.

The Change Management Report is written at an 8th grade reading level in a mature, respectful tone. It neither "speaks down" nor unnecessarily elaborates. It adopts a "matter of fact" posture so that it can be used at all levels without being concerned about whether it is appropriate to the audience. The report:

  • Identifies the style the person prefers. It stresses that no style is better than any other. This helps insure that no style is seen as naturally advantaged over any other.
  • It identifies characteristics inherent in the style being used by the individual. It includes the likely responses to change. Typical postures are framed in terms relevant to change situations (e.g., attitude, horizon, reaction, focus, risk, etc.).
  • It explains what was measured in the "I Opt" Survey. It shows why reactions to change will vary between people. This is done in a nonjudgmental manner and in a way that people find easy to accept and act upon.
  • It describes the overall profile of the individual and shows that everyone has a capacity in all styles. But the strength differs. These differences produce different responses to change.
  • The three-step process that is inherent in any change situation is described. The individuals likely response to each stage is specified.
  • The strategic pattern of the person is introduced. The pattern describes the longer-run response of a person to change. Change typically has may facets. This portion of the report is useful in assessing change situations of longer duration or more complex character.
  • Change typically occurs in a group context. People must not only change themselves but must also accommodate others. This section provides a “thumbnail” tool for identifying the likely posture of others. It identifies the value these postures bring. It then offers ideas on how the person might best integrate themselves with these other people in a way that benefits themselves and the change initiative.
  • The report shows that no style is better or worse than any other. All have shortcomings to offset and strengths to contribute. The success of the change effort is shown to the result of how well strengths are used to offset the vulnerabilities within the group.
  • If the person has a "split style" an additional page is produced. This occurs in less than 15% of the cases. A split style is not bad but must be managed a bit differently than more traditional frameworks. This page spells out some of the considerations involved.

The Change Management Report can be used to orient people to the change process and sensitize them to the differences that they will see played out as the change process unfolds. Since the report is designed not to offend or threaten, it can be used in both an individual or a team, department or other group context.

The report can also be used as a standalone format or in conjunction with any change management program. It will fit at almost any point in the program being used. The report is designed to be judgmentally neutral and offers positive suggestions that are appropriate to the particular individual. This personalization can help make classroom sessions more personally relevant to the participants.

The Change Management Report is a 9-page Microsoft Word document that outlines a person’s likely response to change. In most change-related situations, everyone will struggle with some portion of the process. The Change Management Report gives profile specific recommendations for navigating each stage in the process. Local culture, long-term preferences, drivers, needs, strength and vulnerabilities are also covered in the report as they relate to change.

All of the suggestions are specific to the person’s unique “I Opt” profile. These are not “general” recommendations based on what a person should be “feeling” (i.e., a psychological response) to successfully navigate change. No matter the individual preferences, there are always opportunities to be gained (strengths) and situations to avoid (vulnerabilities). These are not dependent upon feelings and can be successfully managed with the strategy that is natural to the person.

The Report also identifies the strengths that the person brings. Like vulnerabilities, these lie in different places. Finally, it offers some suggestions on the person might better align their style with the change situation that is being confronted.

The "I Opt" Change Management Report is designed to be compatible with all Change Management Programs and paradigms. It does this by focusing on the information processing fundamentals that are common to any and all change situations.

The "I Opt" Change Management Report uses the "I Opt" 24-question survey as its input document. This is the same survey as used for all other "I Opt" reports. Since they are based on the same technology, these reports will not conflict and can be used in combination.

For example, all change involves learning. If appropriate, the Learning Report can be used in conjunction with the Change Management Report with no risk that they will in any way conflict. .

The Change Management Report is written at an 8th grade reading level in a mature, respectful tone. It neither "speaks down" nor unnecessarily elaborates. It adopts a "matter of fact" posture so that it can be used at all levels without being concerned about whether it is appropriate to the audience. The report:

  • Identifies the style the person prefers. It stresses that no style is better than any other. This helps insure that no style is seen as naturally advantaged over any other.
  • It identifies characteristics inherent in the style being used by the individual. It includes the likely responses to change. Typical postures are framed in terms relevant to change situations (e.g., attitude, horizon, reaction, focus, risk, etc.).
  • It explains what was measured in the "I Opt" Survey. It shows why reactions to change will vary between people. This is done in a nonjudgmental manner and in a way that people find easy to accept and act upon.
  • It describes the overall profile of the individual and shows that everyone has a capacity in all styles. But the strength differs. These differences produce different responses to change.
  • The three-step process that is inherent in any change situation is described. The individuals likely response to each stage is specified.
  • The strategic pattern of the person is introduced. The pattern describes the longer-run response of a person to change. Change typically has may facets. This portion of the report is useful in assessing change situations of longer duration or more complex character.
  • Change typically occurs in a group context. People must not only change themselves but must also accommodate others. This section provides a “thumbnail” tool for identifying the likely posture of others. It identifies the value these postures bring. It then offers ideas on how the person might best integrate themselves with these other people in a way that benefits themselves and the change initiative.
  • The report shows that no style is better or worse than any other. All have shortcomings to offset and strengths to contribute. The success of the change effort is shown to the result of how well strengths are used to offset the vulnerabilities within the group.
  • If the person has a "split style" an additional page is produced. This occurs in less than 15% of the cases. A split style is not bad but must be managed a bit differently than more traditional frameworks. This page spells out some of the considerations involved.

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