Change Management Tools
Change management plan template to create and implement your Change Management Process
What is continuous process improvement if not change management?
Yes, it's true... There are elements of managing change
in every one of the many templates, methods, and systems for continuous improvement.
Stakeholder Analysis Template
aka change management process template, change management plan template
If your organization
has not yet provided a license,
you can download a free trial
In addition to all of the other templates for managing many aspects of process change,
your Systems2win templates also come with a change management tool
whose sole purpose is to help your team think through factors for managing change.
Providing a simple, yet effective system to:
- Identify all stakeholders that might be affected
- Give thoughtful consideration to potential concerns they might have
- Conceive and select from ideas for how to approach each concern
and shape incentives to embrace change more easily
- Quantifiably measure how fully each stakeholder accepts the new changes
How to use your Change Management Template
When to use your Change Management Template
Before you launch your team.
Before you socialize the changes that your team proposes.
Find and open your template
Find and open your Change Management template (ChangeManagement.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet)
Use the pop-up help
Click any orange column header to view the pop-up help for that column.
As you perform stakeholder analysis
Pay attention to emotional feelings
The primary benefit of using this Change Management worksheet is to open dialogs —
and to focus attention on the emotional feelings of the people affected by changes.
Brainstorm ideas for how to address concerns
Perhaps using the formal brainstorming method
If anyone's job or career path might be affected —
be sure to use your Jobs Design template (JobDesign.xlsx)
You might also want to prepare a Communications Plan —
using that worksheet within your Event Planning template (eventPlan.xlsx)
Change Management Templates
Here are some more templates that are very useful for change management in unique situations...
Job Design Matrix
Use the Job Design Matrix
to consider effects of prosed changes
on people's careers
and daily responsibilities.
Force Field Analysis
Use the Force Field Analysis template
to identify and quantify
the driving forces and restraining forces —
for anything influenced by human behavior.
Team Role templates
Your Systems2win templates come with several Team Role templates to define the Responsibilities and Ideal Profiles for each Role within various common types of teams
(such as Value Stream Mapping, Kaizen, Six Sigma Teams, etc.)
Beyond simply defining each team role, each of these templates is most effective
when also used as the centerpiece for Performance Evaluations.
Training & Skills Matrix
Anyone that is passively ignoring or actively dodging the completion of training
and/or skill development needed for their new responsibilities
will stand out in obvious visual ways
when you periodically review your Training & Skills Matrix.
What gets measured gets done.
If you can't measure it — it isn't worth doing.
Those familiar words are popular because they are true.
One cornerstone of Change Management is to measure results.
And catchball is a popular way to ask others for their ideas, their concerns, their thoughts, their questions...
These are just a few of the more obvious examples
The wise and successful Change Agent will incorporate change management considerations,
(and general sensitivity to human emotions)
as a natural part of every change that you ever propose.