Change Management Planning Template
By: Ciopages Staff Writer
Updated on: Feb 25, 2023
CIOPages.com Change Management Planning template outlines the table of contents which are a part of a standard enterprise transformation change management plan. The change management planning template includes all key headers and brief instructions/hints.
We all recognize the importance of change management, particularly in transformation programs. CIOPages.com offers several change management resources and customizable plans in this regard.
Users can easily modify and tailor the change management template to their needs. This practical and actionable change management planning template is in a Word format and is available for purchase. Below is just an outline and please purchase the actual change management template in word form to enter company-specific data and customize fields.
For changes to be of any true value, they’ve got to be lasting and consistent. – Tony Robbins
Generic Change Management Planning Template – Content Outline
Note: Please delete the hints (in blue font) under each heading before finalizing your change management plan
| Program/Project Sponsor | <Enter names and Contact Info> |
| Program/Project Manager | <Enter names and Contact Info> |
| Change Management Lead | <Enter names and Contact Info> |
| Communications Lead | <Enter names and Contact Info> |
| Training and Development Lead | <Enter names and Contact Info> |
Overview
Provide an overview of what the project is all about. Think of this as a 30-second elevator pitch.
Strategic Context
Here you can provide a bit of what is driving the said program and project and the strategic, operational, and other rationales.
Program/Project Goals and Objectives
Try to summarize the key goals, objectives and desired outcomes.
Transformation Rationale
What is driving this transformation, which in turn will result in the need for change management? What external, internal, and other factors are in play?
Change Management Goals
What are the goals and objectives of the change management plan
Change Management Elements
What are the critical Elements in the change management plan? (These things can change from operating model, structure, people and roles, culture and norms, process, technology, etc.)
Impacted Stakeholder Analysis
Identify the affected stakeholders [such as employees, customers, suppliers, partners et al.) Within employees as a group segmenting the audience into cohorts will be useful.
- What is the impact and magnitude of change?
- How will they respond to change?
- What are the change management needs, methods, and channels that may work with them?
Leadership Commitment and Influence Mapping
Top Leadership buy-in, support, championship, and ongoing commitment is an essential ingredient to change management success. List each of the key leaders and their level of commitment.
| Leader | Level of Involvement | Impact on the Program Success | Current State of Mind | Steps need to secure and maintain buy-in and commitment |
Change Management Readiness Assessment
Detail what is the state of readiness of corporate leadership, program leadership, impacted stakeholders, and others regarding accepting and adopting the change. You can also assess the preparedness of the processes, and the components of the change management program and what state they are in.
___________________________________________________________________________
Change Management Offerings from our Partners:
Science of Successful Organizational Change
Managing your Team through Change
Financial Times Change Management Briefing
Fundamentals of Change Management
___________________________________________________________________________
What are the Prevalent FUD (Fears, Uncertainties, and Doubts) factors?
For each significant stakeholder impacted by the change management, identify the common fears, uncertainties, and doubts. Addressing these and mitigating them will be one of the key desired outcomes of the change management program.
Change Management Strategies
Detail out the change management strategies such as whether the change will ? top-down or bottom-up; whether it will be cohort-based, individual or a combination; whether the plan will be heuristic or rigorous steps to be followed; what is the medium and the messages.
Change Management Plan Activities
What are the key activities, who is responsible, when it should be done and other details?
| Activity | Why? | Who? | When? | KPIs (Key Performance Indicators) |
Change Management Components
What are the components – such as Training, Communication, Support, Peer Mentorship and others. Channels include medium and mode of delivery, such as classroom, video, audio or a combination of several.
| Component | Description | Methods | Channels | Who? |
RAID
Create a RAID (Risks, Assumptions, Issues, and Dependencies) for the change management program. (This is not for the entire program.)
| Title | Description | Type (whether it is a Risk, Assumption, Issue, or Dependency) | Impact Analysis | Who? | |
| Magnitude | Probability | ||||
Metrics to Measure Success
What will make the change management program a success? What measures and metrics need to be achieved? What is the method to quantify or evaluate the qualitative aspects, such as mindset change or a cultural shift?
NOTE: Please download an editable and customizable change management plan template and tailor to your enterprise needs. This is a generic change management plan template for doing-it-yourselves. Please note it is a paid products. If you need help with custom crafting a change management plan based on CIOPages.com change management model, please consult CIOPages.com.
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