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Here are my favorite templates to use to help you Get. It. Done. I’m adding new resources here regularly, so please keep coming back or let me know what you want to see here. By accessing these templates, you agree to abide by the terms in the License Agreement.
Core Best Practices
Communications
Change Communication Plan
Change Management Plan Template
One Page Executive Dashboard - Portfolio Template
One Page Executive Dashboard Template - Single Project
Stakeholder Engagement
Change Stakeholder Engagement Plan
Sponsor Expectation Checklist
The Sponsor Expectations Checklist Template 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 Template 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
Project Startup
Kick-Off Meeting Agenda Template
New Project Intake Worksheet
Operations-Project Checklist
Project Feasibility Study Template
Requirements
Business Requirements Template
Functional Requirements - Requirements Mapping Template
Scope Statement Template
Test Case Template
Use Case Template
Plan & Deliver
1 on 1 Meeting Agenda Template
Agenda - Action Item Meeting Template
Budget Planning Worksheet
Staffing Plan Template
Work Breakdown Structure (WBS) Schedule Planning Worksheet
Closure & Value Realization
Benefits Realization Report Template
Project Closure Checklist
Project Management Evaluation - Change Lessons Learned Template
Transition Planning Checklist
Organizational Change Management
Change Assessment Worksheet
Change Communication Plan
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 Management Plan Template
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 Checklist
Change Resistance Worksheet
Change Stakeholder Engagement Plan
Coaching Plan
Culture Assessment Worksheet
Organizational Assessment Worksheet
Project Closure Checklist
Project Management Evaluation - Change Lessons Learned Template
RACI Matrix Template
Self Assessment Worksheet
Sponsor Expectations Checklist
The Sponsor Expectations Checklist Template 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 Template 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