Installation and SetupInstallation - Each User Installation - Multi-user Language Translations Personalize Your Templates
Systems2win TrainingQuick Start Initial Training New User Training Training Matrix Private Training Systems2win Leadership
Lean TrainingLean Principles Muda 8 Wastes Goal - Lean Flow Roadmap - Lean Journey Value Stream Mapping Standard Work Hansei Lean Thinking Lean Dictionary Online Lean Training Lean Leadership
CustomersOperational Excellence Lean Manufacturing Lean Office and Service Lean Healthcare Customer List
Change management plan template to create and implement your Change Management Process
aka change management process template, change management plan template
for a simple, effective system to...
How to use your
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
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
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)
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
Use the pop-up help
Click any orange column header to view the pop-up help for that column.
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)
Some more templates that are 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.
These Change Management templates comes with an entire suite of Process Improvement Tools
to empower every team member to improve every process
Download Free Trial
The price is usually justified with the 1 or 2 templates that you use most
The others are a really nice
"gift with purchase"
"Sure, take another day
to invent another tool...
And take a few more days to
support, continuously improve,
and train people to use
all those other tools
you took all those other days
As your coach, all I ask
is for you to complete
this ROI calculator
and then explain to me
why you can't start with
Tell a Colleague
Own Yours Now
Own your own professional tools
that you can take with you for the rest of your career