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Change Management template

Change management plan template to create and implement your Change Management Process

Stakeholder Analysis Template

Change Management template

aka change management process template, change management plan template

Change management template

for a simple, effective system to...


How to use your

Change Management Plan 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.

Excel Ribbon bar > Systems2win menu

Save your working document

following the usual document storage and naming conventions established by your leaders

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 > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet)

Systems2win menu > Open a Blank 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 start using your

Change Management Template

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 a 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

Some more templates that are useful for change management in unique situations...

Job Design Matrix

Job Design Matrix template

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

Force Field Analysis

Force Field template

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

Team Roles 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

Training 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.

Measure Results

Process Analysis

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.


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