User Impact Assessment (IT)

This template requires a Premium Subscription
Please log in. Don't have a log-in? Sign up now. Already a Member? Log in to upgrade immediately and get the file! A Premium subscription is only $14.95/month or $149/year and gets you over 200 templates, guidelines, and checklists.
15-day free trial period for new Premium subscribers! Learn more
Log in to download this file

Username:  
Password:  



Quick Summary
Screenshot Even apparently simple IT projects can open a Pandora's Box of user concerns, questions, and frustrations caused by overlooked impacts. This template guides the team through an assessment of the user impacts of technology changes, to enable better planning and communication and a smoother deployment experience for everyone.


What this is

A template for identifying and communicating how a new project will impact the daily experience of various users of a specific information technology environment. It is formatted using tables to allow use first as a worksheet to capture information on user impacts, then later as an easily scanned document for communication with multiple staff and user groups. It also includes a summary table at the end for distilling all the details of user impacts into an at-a-glance picture of user impacts from this project.


Why it's useful

By definition, a project is intended to produce benefits for one or more groups of customers, but that doesn't mean that every change resulting from the project will be expected or welcomed! In an information technology environment, successful deployment of changes and full achievement of the intended project benefits depends on anticipating and handling all of the eventual impacts on the daily working experience of customers and users.

This template helps the team assess and document various user impacts early in a project, and ensure that the system or infrastructure or application design–and the plans for deploying it–will not cause major user issues. It also provides a way to communicate early with particular business owners about likely impacts. Finally, it helps the project manager with early identification of user documentation and/or training the project may have to create, to ensure that users are ready for the changes to their environment when the project's deliverables go live.


How to use it

  • Use the sections of this template to guide your assessment of technical, physical, and operational aspects the project will impact. Feel free to add additional sections for your project.
  • Create a draft User Impact Assessment to express what you already know about how those identified areas of change will affect users from their daily work perspective.
  • Get input and feedback from end users by reviewing the draft document with them. You don't necessarily need a committee, but depending on the project size and reach, extra eyes can be valuable. Make sure to include at least one champion and one critic.
  • Remember that not all users are alike. Be sure to talk to or otherwise include impacts from a wide range of user types.
  • Use all available channels to communicate with users in order to understand impacts now, and to communicate later in the project as testing and deployment draws near. (Put specific critical communication points in your Project Communication Plan.)
  • Ensure that the project schedule includes time to create any necessary training or documentation identified in this assessment.

This template requires a Premium Subscription
Please log in. Don't have a log-in? Sign up now. Already a Member? Log in to upgrade immediately and get the file! A Premium subscription is only $14.95/month or $149/year and gets you over 200 templates, guidelines, and checklists.
15-day free trial period for new Premium subscribers! Learn more
Log in to download this file

Username:  
Password:  





Related Templates
User Documentation Plan
A checklist for planning the creation of the user and support documentation like user and service manuals, labeling text, box inserts, training manuals, etc.

User Acceptance Test Plan (IT)
Annotated outline for testing to be executed by users of a system or application prior to the production-level build and deployment.

IT Process and Staff Impact Assessment
This document provides a concise way to assess and summarize how the operations and support processes used by various IT staff will be impacted by what a team is deploying via their project.

Communication Plan
Document how you will communicate important information, including meetings, status reports, stakeholder communications, etc.

Project Training Plan
A thorough training plan describes the key decisions, tasks, and resources you need to develop a strategy for delivering needed training, whether it's for service technicians and help desk agents, or end users who need to help themselves.

Project Plan Signoff Checklist
This checklist helps the project manager and other stakeholders ensure the plan and high-level design are truly complete before officially signing off on the design and planning phase of a project.



©Copyright 2000-2014 Emprend, Inc. All Rights Reserved.
About us   Site Map   View current sponsorship opportunities (PDF)
Contact us for more information or e-mail info@projectconnections.com
Terms of Service and Privacy Policy

Stay Connected
Get our latest content delivered to your inbox, every other week. New case studies, articles, templates, online courses, and more. Check out our Newsletter Archive for past issues. Sign Up Now

Got a Question?
Drop us an email or call us toll free:
888-722-5235
7am-5pm Pacific
Monday - Friday
We'd love to talk to you.

Learn more about ProjectConnections, our contributors, and our membership levels and product options.