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Change Management Plan Templates - Whatfix

The document contains templates for planning and tracking a change management initiative, including templates for a change proposal, identifying change leaders and their roles, a communications plan, tracking events and analyses, identifying required tools, and a training plan. The templates are to be downloaded and edited to customize the change management process for a given organization.

Uploaded by

KAKOLIE SEN RCBS
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as XLSX, PDF, TXT or read online on Scribd
163 views20 pages

Change Management Plan Templates - Whatfix

The document contains templates for planning and tracking a change management initiative, including templates for a change proposal, identifying change leaders and their roles, a communications plan, tracking events and analyses, identifying required tools, and a training plan. The templates are to be downloaded and edited to customize the change management process for a given organization.

Uploaded by

KAKOLIE SEN RCBS
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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CHANGE PROPOSAL TEMPLATE

ORGANIZATION:

CHANGE PROPOSAL
PROPOSED CHANGE
REASON FOR CHANGE
INTENDED OUTCOME(S)
ESTIMATED DURATION
ESTIMATED COSTS
ADDITIONAL FACTORS TO CONSIDER

POTENTIAL BENEFITS NEGATIVES


nly be viewed. Kindly download it in order to edit and kickstart your change management initiative

CHANGE PROPOSAL
CHANGE LEADERS TEMPLATE
ORGANIZATION

CHANGE LEADER TITLE & ROLE


PERSON 1
PERSON 2
PERSON 3
CHANGE LEADERS TEMPLATE

REASON FOR INVOLVEMENT RELATED PEOPLE


KEY RESPONSIBILITIES
CHANGE MANAGEMENT CO
ORGANIZATION

CHANGE LEADER TITLE & ROLE


Person 1
Person 2
Person 3

EVENT OR ACTION
Announcement of change
Initial training regarding change
Kickstart Execution of change
Action 4
Action 5
CHANGE MANAGEMENT COMMUNICATIONS PLAN TEMPLA

PEOPLE/DEPARTMENTS

DATE EVENT OR ACTION WILL OCCUR


MMUNICATIONS PLAN TEMPLATE
CHANGE MANAGEMENT MODEL(S):

CHANGE LEADER(S) IN CHARGE OF COMMUNICATION


E

AUDIENCE REASON FOR COMMUNICATION


METHOD OF COMMUNICATION NOTES
CH
ORGANIZATION

ORIGINAL DATE OF EVENT


EVENT
(Example)OR ACTION - Overview of
Presentation OF ACTION
Salesforce 8/1/2019
Action 2
Action 3
CHANGE MANAGEMENT ANALYSIS TEMPLATE
CHANGE MANAGEMENT MODEL(S):

DATE OF ANALYSIS ISSUES


Sales team does not understand why
8/2/2019 automation is a benefit.
ENT ANALYSIS TEMPLATE

SUCCESSES
Employees are excited to use Salesforce analytics
ACTION
automationNEEDED
will free up employee time to focus on NOTES
high-value leads
CHANGE MANAGEMENT T
ORGANIZATION

TOOL PURPOSE OF TOOL


Tool 1
Tool 2
Tool 3
GE MANAGEMENT TOOLS TEMPLATE
CHANGE MANAGEMENT
MODEL(S):

CHANGE LEADER USERS


COST OF TOOL
CHANGE M
ORGANIZATION

TYPE OF TRAINING AUDIENCE INTENDED OUTCOME


CHANGE MANAGEMENT TRAINING PLAN TEMPLATE
CHANGE MANAGEMENT
MODEL(S):

METHOD OF DELIVERY TOOLS & EQUIPMENT TRAINING LEADER


PLATE

PLANNING TIME DURATION OF TRAINING COST OF TRAINING

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