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PBS: Self Assessment

PBS: Self-Assessment

To help your organization get a sense of where it stands along this journey, we developed a PBS implementation self-assessment tool based on these six change management phases. Results will meet your organization where it stands, as well as provide your leadership with the necessary guidance, including specific steps and tasks, that will help facilitate progress towards full PBS implementation. If you have any questions, please contact CDDER@umassmed.edu.

Sample self-assessment tool for reference (PDF)

PBS: Implementation Phases

Implementation of PBS into your organization will likely require a paradigm shift in your organizational culture. Throughout the PBS implementation process, you will be utilizing the principles of change management, which consist of six phases that are described below. For greater details related to each phase, click on the icons below.


Phase 1:

Rectangular blue box with the text "Strategize" and an icon of bullseye inside of it.

Your PBS Leadership Team has formed but might not have all required membership. It has also launched PBS but may not yet fully understand what is needed and which priorities often take precedence. Leadership Team and executive leadership education and buy-in are paramount in this initial phase.

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Phase 2:

Your Leadership Team and executive leadership understand PBS and communicates with staff on the next steps of implementation. Some areas of your organization may have a better understanding of PBS than others. It may also be easier to implement PBS in service settings where change is less frequent. Communication and training are under development.

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Phase 3:

In this phase, the bulk of the work that involves preparing your organization takes place. Some degree of PBS may be taking place, but it is inconsistent. While staff is learning, consistent processes are not in place across the organization. Communication and training are underway. This Phase includes trial and error across the organization, which will help inform changes to your PBS Action Plan.

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Phase 4:

While not yet fully implemented across your organization, in this phase, your organization will introduce more formal processes for implementing PBS. Teams will apply knowledge and practice skills, provide proactive and preventive strategies (supports and interventions), report and evaluate data, and refine your organizations’ PBS Action Plan and improve services and practices as needed.

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Phase 5:

In this phase, the bulk of the work that involves preparing your organization takes place. Some degree of PBS may be taking place, but it is inconsistent. While staff is learning, consistent processes are not in place across the organization. Communication and training are underway. This Phase includes trial and error across the organization, which will help inform changes to your PBS Action Plan.

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Phase 6:

In this phase, the bulk of the work that involves preparing your organization takes place. Some degree of PBS may be taking place, but it is inconsistent. While staff is learning, consistent processes are not in place across the organization. Communication and training are underway. This Phase includes trial and error across the organization, which will help inform changes to your PBS Action Plan.

Learn more


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