Behavior Change Toolkit

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Lead a team in conducting needs assessment, designing for high impact learning, ensuring Knowledge Transfer and Behavior Change, providing professional delivery/facilitation, and developing/executing a measurement strategy to ensure leaders have the capabilities needed.

More Uses of the Behavior Change Toolkit:

  • Drive: analytical skill and learning agility you take a systematic, structured view of situations, while staying focused on the execution and delivery.

  • Methodize: monitor the overall program at regular intervals to see what is working, what is not and make iterative changes as appropriate the keep the Standard Work relevant.

  • Steer: coach and develop leaders from the front line to the leadership team on performing lean value streams through leadership culture and Behavior Changes, process operating rhythm, and method changes.

  • Ensure you demonstrate sound judgement in assessing business risks and make decisions that balance a variety of factors taking into consideration set goals.

  • Identify and prioritize Dashboard, Scorecard, and reporting needs to enable proactive communication and Risk Mitigation.

  • Make sure that your corporation complies; conducts an analysis of behaviors in a crisis situation with an emphasis on conducting a Functional Analysis of the situation.

  • Solicit feedback to assess the success of the Change Management activities and Behavior Changes to effectively reinforce any implemented changes.

  • Confirm your operation inspires members in Virtual Workshops and in the Digital Community to build healthy habits using Behavior Change coaching principles.

  • Triangulate qualitative and quantitative data insights to identify opportunities to improve the Behavior Change potential of Headspace products across consumer, Enterprise, and Healthcare settings.

  • Orchestrate: champion Organizational Behavior Change as it relates to the use of data; realizing vision of data managed as an asset.

  • Ensure you motivate; lead a team in conducting needs assessment, designing for high impact learning, ensuring Knowledge Transfer and Behavior Change, providing professional delivery.

  • Be accountable for learning specialization to deliver large scale, innovative programs that focus on creating an inclusive workplace and demonstrably improves inclusive behaviors of leaders and individual contributors across multiple business lines.

  • Ensure you carry out; build an effective team committed to organizational goals; foster collaboration among team members to address relevant issues, mobilizing people to take action.

  • Develop differentiated positioning tailored for the business line, leveraging the overall brand guidelines and value prop.

  • Analyse research data from benchmarking, identify strategies, processes and tools with value to your organization and associates.

  • Develop, evangelize, and implement a Planning Technology Roadmap throughout CCNA Supply Chain leadership to gain buy in for long term investment.

  • Interact with enterprise leadership to articulate operational effectiveness, make problems visible, and challenge with innovative solutions to balance cost and service.

  • Develop mechanisms to gather feedback and plans to analyze, prioritize, and implement changes according to your learning roadmap.

  • Develop and implement communication and marketing programs, projects, and strategies for the general public and other audiences.

  • Use relevant health communication, risk and crisis communication, Behavior Change and risk and crisis communication best practices to consistently develop content and products that achieve the intended communication objectives.

  • Help lead in the development and execution of a comprehensive employee communications program that has multi year goals supported by annual plans.

  • Warrant that your organization leads collaboration with Design Researchers, Creative Designers, and interactions with external and internal customers.

  • Confirm your enterprise leads or supports design transformation efforts to empower team members across enterprise with customer driven skills, abilities and mindset.

  • Lead: Behavior Change, violent behavior to appropriate staff, and responds appropriately to direction given by healthcare team members.

  • Ensure your operation combines a deep cross functional business understanding with a long term industry wide strategic context for all Decision Making.

  • Oversee a diverse team of process experts and Process Improvement Program Managers and engage in Professional Development to grow Process Improvement and analytical skill sets across the or.

  • Head: coach lean process and Behavior Changes, developing a highly effective daily management process focused on tools as one piece flow, on demand, zero defects and standardized work.

  • Develop product vision, strategy, market/user research, by keeping the customer at the center of everything you do while using Design Thinking Tools.

  • Perform field observations and interactions on all employees and contractors that result in positive sustainable Behavior Change in field execution.

  • Lead: development and implementation of tactics related to staff Behavior Change as a result of the changes in new ways of working.


Save time, empower your teams and effectively upgrade your processes with access to this practical Behavior Change Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Behavior Change related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Behavior Change specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Behavior Change Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Behavior Change improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you provide a safe environment -physically and emotionally?

  2. How do you verify performance?

  3. If you had to leave your organization for a year and the only communication you could have with employees/colleagues was a single paragraph, what would you write?

  4. How do you verify the Behavior Change requirements quality?

  5. How much does Behavior Change help?

  6. What happens if you do not have enough funding?

  7. Do you have the right capabilities and capacities?

  8. What is the kind of project structure that would be appropriate for your Behavior Change project, should it be formal and complex, or can it be less formal and relatively simple?

  9. Is there any way to speed up the process?

  10. Do you have enough freaky customers in your portfolio pushing you to the limit day in and day out?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Behavior Change book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Behavior Change self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Behavior Change Self-Assessment and Scorecard you will develop a clear picture of which Behavior Change areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Behavior Change Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Behavior Change projects with the 62 implementation resources:

  • 62 step-by-step Behavior Change Project Management Form Templates covering over 1500 Behavior Change project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Behavior Change project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Behavior Change project team have enough people to execute the Behavior Change project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Behavior Change project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Behavior Change Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Behavior Change Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Behavior Change project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Behavior Change project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Behavior Change project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Behavior Change project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Behavior Change project with this in-depth Behavior Change Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Behavior Change projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Behavior Change and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Behavior Change investments work better.

This Behavior Change All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.