Lean Management Systems

 

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

Change Management 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:

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

Excel Ribbon bar > Systems2win menu

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

Open a Blank Sheet

Systems2win menu > 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)

Rename your new sheet.

Or... Insert Sheet

As an alternative to opening a stand-alone document (as instructed above),

you also have the option to Insert Sheet into any other Excel workbook.

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

Now your team is ready to get started...

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

Event Planning Checklist

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 template

Job Design Matrix

Use the Job Design Matrix
to consider effects of prosed changes
on people's careers
and daily responsibilities.

Force Field template

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 Roles templates

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 Matrix

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.

Process Analysis

Measure Results

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.