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 Indicate whether each of the following characteristics of an effective change agent as identified by Rogers and Shoemaker (1971) is a personal strength (S) or an area for improvement (I). In completing the checklist, consider your role as a workshop leader in this project.

S = Strength
I = Area requiring improvement


_____ Exhibits persistence, high energy, and commitment to the innovation
_____ Demonstrates empathy to the participant rather than to the "agency"
_____ Is seen as credible in the eyes of the participants
_____ Has a reputation as an effective person in his/her work
_____ Is not identified with a reference group which marks him/her as biased
_____ Is perceived to be a member of an equal or higher status group than the participant
_____ Demonstrates awareness of problems, alternative solutions and resources in
similar situations
_____ Can articulate needs, resources, and solutions to others
_____ Is able to skillfully defend, explain, and rejustify his/her role in the process
_____ Is cosmopolitan
_____ Has had a variety of experiences in various roles, types of organizations,
and situations
_____ Has a broad network of contacts outside of oneís own department
_____ Attends professional meetings and conferences
_____ Has visited other institutions facing similar problems
_____ Aware of relevant studies, projects, examples
_____ Is similar in salient respects to the participants
_____ Is able to relate to people at various levels in a system; not fazed by power and
prestige or lack thereof
____ Has above average communication skills:
_____ Reading speed and comprehension
_____ Writing in a variety of styles
_____ Listening
_____ Speaking
_____ Can organize people to accomplish tasks



Certain personal characteristics are also associated with successful change agents (Conger, 1991). Rank the following characteristics from most like to least like you.
1 = Most like me
8 = Least like me

_____ Creative
_____ Daring
_____ Persuasive
_____ Optimistic
_____ Resilient
_____ Inspirational
_____ Confident
_____ Insightful


Knowledge of the following aspects of the educational change process may be helpful in serving as a change agent in medical education. Please rate your knowledge of each general area on the following scale:
1 = not familiar at all
2 = slightly familiar
3 = familiar

_____ Understanding of Maslowís hierarchy of needs
_____ A broad acquaintance with models of individual and organizational change
and rationales behind them
_____ A broad acquaintance with the structure and norms of educational organizations,
particularly medical education organizations
_____ An understanding of the problems and needs of ambulatory education
_____ Knowledge of case studies of successful ambulatory education innovations
_____ Access to tools for data collection, problem analysis, consensus building,
planning and evaluation


Conger JA. Inspiring others: the language of leadership. Academy of Management Executive, 5:31-45, 1991.
Rogers E, Shoemaker F. Communication of Innovations. New York: Free Press, 1971.
Scholtes PR. The Team Handbook. Madison, Wisconsin: Joiner Associates, 1995.