A robust set of Organizational Change Management templates designed to help you bring people with you through the change process no matter how small or large your change effort is. These resources work well for agile transformations, projects, programs, and PMOs delivering new services. These can also be used to help address organizational changes or other initiatives where it’s critical to properly support your team through a transition.
TEMPLATES: Complete Bundle: Organizational Change Management
This program is a part of the IMPACT Inner Circle Membership program.
Description
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A robust set of Organizational Change Management templates designed to help you bring people with you through the change process no matter how small or large your change effort is. These resources work well for agile transformations, projects, programs, and PMOs delivering new services. These can also be used to help address organizational changes or other initiatives where it’s critical to properly support your team through a transition.
Change Mangement Assessments
Change Assessments Workbook
The Assessments Workbook is an automated set of assessments across each change category (Change, Culture, Sponsor, Organization, Team, Self) used to conduct a full suite of change readiness assessments, using calculations to point out trouble spots and help you focus your energy on the areas most likely to hinder change progress.
Change Assessment Worksheet
The Change Assessment Worksheet is used to determine the size of change and level of support & resources required for the change.
Culture Assessment Worksheet
Use the Culture Assessment Worksheet to assess your organization, your employees, your leadership and managements readiness and capacity to accept change. Information gathered in the Assessment phase will be used in developing the Change Management Plan.
Organizational Assessment Worksheet
This worksheet will assist in defining the organization’s culture and history, and in completing the Organizational Assessment that will be a guide for developing change management strategies and actions. It can be completed as a group exercise or individually.
Team Assessment Worksheet
Use the one-page Team Assessment Worksheet to assess the team ability, readiness and capacity to accept and support change. Information gathered in the Assessment phase will be used in developing the Change Management Plan.
Self Assessment Worksheet
Use the one-page Self Assessment Worksheet to assess your ability, readiness and capacity to accept and support change. Information gathered in the Assessment phase will be used in developing the Change Management Plan.
Sponsor Assessment Worksheet
Use the one-page Sponsor Assessment Worksheet to assess your sponsor’s ability, readiness and capacity to accept and support change. Information gathered in the Assessment phase will be used in developing the Change Management Plan.
Change Management Planning Resources
Change Management Plan
The Change Management Plan can be used throughout the duration of the Change Management Simplified course and during any change effort to build your own change management plan for a project.
Change Communications Plan
The Change Communications Plan is a one page plan to define the communication strategy message content, delivery mechanism, sender, and time-frame (the “when”) throughout the phases of the change initiative.
Change Definition Worksheet
This one page worksheet will aid in the definition of the organizational change. Use the Change Definition Worksheet to define the who, what, where, when, why and how of the change initiative.
Change Readiness Checklist
The Change Readiness Checklist Template a one-page readiness review for the change initiative in terms of:
- Sponsorship
- Project Management
- Change Management Status
Change Resistance Worksheet
The Change Resistance Worksheet will assist managers with employees that are change resistant in defining their needs and concerns to resolve their issues and eventually support the change initiative.
Change Resistance Checklist
The Change Resistance Checklist use this planning tool to develop change resistance management strategies, training, and as a framework to develop an action plan for the organization, team and stakeholders.
Change Stakeholder Engagement Plan
The Change Stakeholder Engagement Plan is used to identify your critical stakeholders and define your approach or strategy to either win them around, move them to the preferred level of engagement, or manage their opposition.
Change Coaching Plan
The Change Coaching Plan is intended to involve managers and supervisors in change management and enable them to support the change and their employees.
Project Change Management Evaluation
The Project Management Change Evaluation is a lessons learned to evaluate the project management process and the elements of the change process that occurred during the project.
RACI Matrix
The RACI (Responsible, Accountable, Consulted, Informed) Matrix is a powerful tool to assist in the identification of roles and assigning of cross-functional responsibilities to a project deliverable or activity which improves the liklihood of change compliance and support.
Sponsor Expectations Checklist
The Sponsor Expectations Checklist is a one page review for the active and involved sponsor in terms of:
- Participation in key elements of the change initiative
- Supporting change with peers and other managers
- Communications
Sponsor To-Do Checklist
The Sponsor To-Do Checklist is a one page review checklist for the project manager and active and involved sponsor in terms of:
- Change Team – Acquire resources for change team
- Managers – Build management support
- Employees and Other Stakeholders – Create awareness
