Home > Insights > Change Management Planning Template

Change Management Planning Template

Change Management Planning Template

By: Ciopages Staff Writer

Updated on: Nov 02, 2021

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

Make Change Happen

Managing your Team through Change

Financial Times Change Management Briefing

Master the Change Process

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.

Products Related to Changement Management Planning Template:

Related Change Management Insights and Advice:

Top Ten Change Management Models - What are Change Management Models? Change Management Models are frameworks which encapsulate a foundational concept, a methodology, a content metamodel,… ...Read More
Top Ten Change Management Thought Leaders - Who are the top ten change management thought leaders? Here is the take of CIOPages.com. We admit that any list… ...Read More
Top 12 Change Management Best Practices - Today, in the digital age, we need a new set of change management best practices and perspectives to help organizations… ...Read More
CEO as the Change Management Leader - The CEO must become the Chief Change Management Leader for companies that are in the middle of a massive enterprise-wide… ...Read More

 

 

Licensing Options:

We keep the licensing options – clean and straightforward.

Individual License: Where we offer an individual license, you can use the deliverable for personal use. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Enterprise License: If you are representing a company, irrespective of size, and intend to use the deliverables as a part of your enterprise transformation, the enterprise license is applicable in your situation. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Consultancy License: A consulting or professional services or IT services company that intends to use the deliverables for their client work need to pay the consultancy license fee. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Product FAQs:

Can I see a Sample Deliverable?

We are sorry, but we cannot send or show sample deliverables. There are two reasons: A) The deliverables are our intellectual property, and we cannot share the same. B) While you may be a genuine buyer, our experience in the past has not been great with too many browsers and not many buyers. We believe the depth of the information in the product description and the snippets we provide are sufficient to understand the scope and quality of our products.

When can I access my deliverables?

We process each transaction manually and hence, processing a deliverable may take anywhere from a few minutes to up to a day. The reason is to ensure appropriate licensing and also validating the deliverables.

Where can I access my deliverables?

Your best bet is to log in to the portal and download the products from the included links. The links do not expire.

Are there any restrictions on Downloads?

Yes. You can only download the products three times. We believe that is sufficient for any genuine usage situation. Of course, once you download, you can save electronic copies to your computer or a cloud drive.

Can I share or sell the deliverables with anyone?

You can share the deliverables within a company for proper use. You cannot share the deliverables outside your company. Selling or giving away free is prohibited, as well.

Can we talk to you on the phone?

Not generally. Compared to our professional services fee, the price of our products is a fraction of what we charge for custom work. Hence, our business model does not support pre-sales support.

Do you offer orientation or support to understand and use your deliverables?

Yes, for a separate fee. You can hire our consultants for remote help and in some cases for onsite assistance. Please Contact Us.