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Change and Project Management

Toolkit
Overview and Approach
Created by ex-McKinsey, Deloitte &
BCG Strategy Consultants
What is the main difference between Project Management and Change
Management?

Business & Technical Change

Require a Project Management approach to change the organization structure, job
roles, processes and systems

Current state Transition Target state

People change
Require a Change Management approach to help individuals impacted by the business
and technical changes in their company to adapt and be successful
Introduction

This Change & Project Management Toolkit will help you create a holistic approach within your organization that tackles
both Project Management & Change Management simultaneously.

Indeed, we believe that one should not go without the other. On one hand, Project Management focuses on defining and
implementing projects that will change your organization's structure, job roles, processes and systems. On the other hand,
Change Management focuses on helping individuals impacted by these changes to adapt and be successful. 

Far too often, we noticed that many companies underestimate the importance of Change Management. The main problem
is that if the employees and managers within your organization do not adopt and embrace the new changes, then your
projects will rarely reach their expected return on investment.

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Our Solution
Our management consulting firm decided to create an affordable Change & Project Management Toolkit that will help you increase
the change and project management capability of your organization (or your client if you are a management consultant).

The Change & Project Management Toolkit includes:

Tools

Frameworks
Templates

Toolkit
Support from tier-1 Step-by-step
management consultants tutorials

Best Real-life
practices examples
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The Change & Project Management Toolkit includes frameworks, tools,
templates, tutorials, real-life examples and best practices to help you:
Change Management
• Improve the change management capability of your organization with a simple and comprehensive 4-phase change management approach commonly used by
Fortune 100 and Global Consulting firms: (I) Define the change management strategy, (II) Understand how people experience change, (III) Develop the change
management plans, (IV) Implement, track & manage progress
• (I) Define your change management strategy: (1) Company’s strategy, (2) Required change to implement the strategy, (3) Business roadmap, (4) Company readiness for
change, (5) Structure and size of the change management team, (6) Roles & responsibilities, (7) Guiding principles, (8) Change Lean Canvas, (9) Change impact
assessment, (10) Change management objectives and levers (ADKAR Model)
• (II) Understand how people experience change: (1) Change Commitment Curve, (2) Change Personal Transition Curve, (3) Heart & Mind Human Drivers, (4) Innovation
Adoption Curve, (5) Maslow Hierarchy of Human Needs, (6) Four Stages of Team Development, (7) Stakeholder analysis
• (III) Develop your change management plans: (1) Overarching change management plan, (2) Communication plan, (3) Sponsorship plan, (4) Coaching plan, (5) Training
plan, (6) Resistance management plan
• (IV) Implement, track & manage progress: (1) Governance, (2) Overarching change management plan status report, (3) Communication plan status report, (4)
Sponsorship plan status report, (5) Coaching plan status report, (6) Training plan status report, (7) Resistance management plan status report, (8) Change reinforcement

Project Management
• Improve the project management capability of your organization with a simple and comprehensive 3-phase project management approach commonly used by
Fortune 100 and Global Consulting firms: (I) Build a business case & financial model, (II) Initiate the project, (III) Define and implement your project plan
• (I) Build a business case & financial model to get your project approved by the executive committee: (1) Business opportunity & suggested solution, (2) Project
objectives, scope & approach, (3) Project deliverables & business outcomes, (4) Strategic alignment, (5) Dependencies & constraints, (6) Risk assessment & mitigation, (7)
Change impact assessment, (8) Project costs, (9) Benefits, (10), Net present value, (11) Key success factors & KPIs
• (II) Initiate your project: (1) Project charter, (2) Project challenges and key success factors, (3) RACI matrix, (4) Stakeholder analysis
• (III) Define and implement your project plan: (1) High-level project plan, (2) Detailed project plan, (3) Project dashboard, (4) Parking lot, (5) Punch list, (6) Post project
evaluation report

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Change Management 4-Phase Approach
The Change and Project Management Toolkit includes a Change Management 4-Phase Approach to help
you undertake the organizational change of your organization.

Phase I: Define the Change Phase II: Understand how Phase III: Develop the Phase IV: Implement, Track &
Management Strategy People Experience Change Change Management Plans Manage Progress
1. Company’s strategy 1. Change Commitment Curve 1. Overarching change management 1. Governance
2. Required change to implement the 2. Change Personal Transition Curve plan 2. Overarching change management plan
strategy 3. Heart & Mind Human Drivers 2. Communication plan status report
3. Business roadmap 4. Innovation Adoption Curve 3. Sponsorship plan 3. Communication plan status report
4. Company readiness for change 5. Maslow Hierarchy of Human Needs 4. Coaching plan 4. Sponsorship plan status report
5. Structure and size of the change 6. Four Stages of Team Development 5. Training plan 5. Coaching plan status report
management team 6. Resistance management plan 6. Training plan status report
7. Stakeholder analysis
6. Roles & responsibilities 7. Resistance management plan status
7. Guiding principles report
8. Change Lean Canvas 8. Change reinforcement

9. Change impact assessment

10.Change management objectives and
levers (ADKAR Model)

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Project Management 3-Phase Approach
The Change and Project Management Toolkit includes a Project Management 3-Phase Approach to help
you define and implement your projects effectively and efficiently.

Phase I: Build a Business Case & Phase III: Define and Implement your
Phase II: Initiate the Project
Financial Model Project Plan
1. Business opportunity & suggested solution 1. Project charter 1. High-level project plan
2. Project objectives, scope & approach 2. Project challenges and key success factors 2. Detailed project plan
3. Project deliverables & business outcomes 3. RACI matrix 3. Project dashboard
4. Strategic alignment 4. Stakeholder analysis 4. Parking lot
5. Dependencies & constraints 5. Punch list
6. Risk assessment & mitigation 6. Post project evaluation report
7. Change impact assessment
8. Project costs
9. Benefits
10.Net present value
11.Key success factors & KPIs

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In the next slides, you’ll see a small preview of the Phase I of our
Change Management 4-phase approach

Phase I: Define the Change Phase II: Understand how Phase III: Develop the Phase IV: Implement, Track &
Management Strategy People Experience Change Change Management Plans Manage Progress
1. Company’s strategy 1. Change Commitment Curve 1. Overarching change management 1. Governance
2. Required change to implement the 2. Change Personal Transition Curve plan 2. Overarching change management plan
strategy 3. Heart & Mind Human Drivers 2. Communication plan status report
3. Business roadmap 4. Innovation Adoption Curve 3. Sponsorship plan 3. Communication plan status report
4. Company readiness for change 5. Maslow Hierarchy of Human Needs 4. Coaching plan 4. Sponsorship plan status report
5. Structure and size of the change 6. Four Stages of Team Development 5. Training plan 5. Coaching plan status report
management team 6. Resistance management plan 6. Training plan status report
7. Stakeholder analysis
6. Roles & responsibilities 7. Resistance management plan status
7. Guiding principles report
8. Change Lean Canvas 8. Change reinforcement

9. Change impact assessment

10.Change management objectives and
levers (ADKAR Model)

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Executive Summary Caption:
Low
Impact
Moderate
Impact
Medium
Impact
High
Impact
Extreme
Impact

Change Impact Assessment Matrix

• Insert name of the Change • Insert name of the Change • Insert name of the Change

Extreme
Complexity of the Change

• Insert name of the Change • Insert name of the Change • Insert name of the Change

High

• Insert name of the Change

Medium

Moderate

Low

1 team impacted 1 Business Unit 1 Division Half of the Company Extreme

Size of the Change

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Executive Summary
Structure and size of the Change Management Team

Insert Name
Senior Change
Manager

Insert Name Insert Name

Change Manager Change Manager

Insert Name Insert Name Insert Name Insert Name Insert Name Insert Name
Junior Change Junior Change Junior Change Junior Change Junior Change Junior Change
Manager Manager Manager Manager Manager Manager

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Executive Summary - Change Lean Canvas
Change Enter the name of the Business Enter Business owner Change Enter Change manager Submit Enter Change Canvas
Name change Owner name manager name Date version & submit date

Describe the change that is Why did we decide to do this Who will be impacted by this What will we do to prepare
happening change? change? impacted stakeholders?

Insert what the employee, customer or user Describe the rational behind the decision to do Insert the different stakeholder groups Insert what we will do to ensure proper
used to be able to do this change impacted by this change adoption of the change (i.e. communication,
training, pilot group,…)
Insert what the employee, customer or user
will be able to do with this new change

When will they be impacted by What are the business outcomes What are the business outcomes What are the next steps?
this change? we want to reach? we are reaching?
Insert date Insert the business outcomes we want to When available, insert the business outcomes Include the next steps if any
reach and their source

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 s
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See below 4 screenshots from the Phase I.

Strategy Map Business Roadmap

Company Readiness for Change Change Impact Assessment

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In the next slides, you’ll see a small preview of the Phase II of our
Change Management 4-phase approach

Phase I: Define the Change Phase II: Understand how Phase III: Develop the Phase IV: Implement, Track &
Management Strategy People Experience Change Change Management Plans Manage Progress
1. Company’s strategy 1. Change Commitment Curve 1. Overarching change management 1. Governance
2. Required change to implement the 2. Change Personal Transition Curve plan 2. Overarching change management plan
strategy 3. Heart & Mind Human Drivers 2. Communication plan status report
3. Business roadmap 4. Innovation Adoption Curve 3. Sponsorship plan 3. Communication plan status report
4. Company readiness for change 5. Maslow Hierarchy of Human Needs 4. Coaching plan 4. Sponsorship plan status report
5. Structure and size of the change 6. Four Stages of Team Development 5. Training plan 5. Coaching plan status report
management team 6. Resistance management plan 6. Training plan status report
7. Stakeholder analysis
6. Roles & responsibilities 7. Resistance management plan status
7. Guiding principles report
8. Change Lean Canvas 8. Change reinforcement

9. Change impact assessment

10.Change management objectives and
levers (ADKAR Model)

13
Change Personal Transition Curve
Purpose

The Change Personal

Transition Curve is a powerful
model used to understand the
stages of personal transition.

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Change Personal Transition Curve
Description

Change is about losing something of value, familiarity and comfort. The Change Curve will help you understand how
people react to change, so that you can help them make their own personal transitions and make sure that they have
the help and support they need.
 
We all react differently when impacted by change, some take longer than others to work through it, and some don’t
experience the depth of the curve as deeply as others.

As a leader and colleague, it helps to understand how people will react to change, so that you can help and support
them while they transition through the Change Curve from “Denial” to “Commitment”.

Based on the change curve, the higher the impact the more likely your team will experience the change more deeply.

You may notice however, some of your new team members may be “early adopters” and get on board with change
really quickly. Discovering where your team members are at in their personal transition, and meeting them there, is a
perfect start to your role of helping and supporting others.

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Change Personal Transition Curve Knowing where your stakeholders are, and where you want them to be on the
Change Personal Transition Curve, will help you craft the right change

Description
management plans

The Change Curve includes 4 stages of personal transitions

1. Denial 4. Acceptance

Confidence,
Moral &
Effectiveness

2. Resistance 3. Exploration

Time

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Change Personal Transition Curve
Description

For each stage of personal transition, try to help your colleagues by:
Rewarding
Informing

1. Denial 4. Acceptance

Confidence, Listening Discussing

Moral &
Effectiveness

2. Resistance 3. Exploration

Time

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Change Personal Transition Curve
Template

For each stage of personal transition, try to help your colleagues by:

John & Michael Sean

1. Denial 4. Acceptance

Confidence,
Moral & Raphael & Suzanne Claire
Effectiveness

2. Resistance 3. Exploration

Time

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In the next slides, you’ll see a small preview of the Phase III of our
Change Management 4-phase approach

Phase I: Define the Change Phase II: Understand how Phase III: Develop the Phase IV: Implement, Track &
Management Strategy People Experience Change Change Management Plans Manage Progress
1. Company’s strategy 1. Change Commitment Curve 1. Overarching change management 1. Governance
2. Required change to implement the 2. Change Personal Transition Curve plan 2. Overarching change management plan
strategy 3. Heart & Mind Human Drivers 2. Communication plan status report
3. Business roadmap 4. Innovation Adoption Curve 3. Sponsorship plan 3. Communication plan status report
4. Company readiness for change 5. Maslow Hierarchy of Human Needs 4. Coaching plan 4. Sponsorship plan status report
5. Structure and size of the change 6. Four Stages of Team Development 5. Training plan 5. Coaching plan status report
management team 6. Resistance management plan 6. Training plan status report
7. Stakeholder analysis
6. Roles & responsibilities 7. Resistance management plan status
7. Guiding principles report
8. Change Lean Canvas 8. Change reinforcement

9. Change impact assessment

10.Change management objectives and
levers (ADKAR Model)

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 s
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See below 4 screenshots from the Phase III.

Change Management Plan - Summary Detailed Change Management Plan

Stakeholders & communication channels Sponsorship Plan

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In the next slides, you’ll see a small preview of the Phase I of our
Project Management 3-phase approach

Phase I: Build a Business Case & Phase III: Define and Implement your
Phase II: Initiate the Project
Financial Model Project Plan
1. Business opportunity & suggested solution 1. Project charter 1. High-level project plan
2. Project objectives, scope & approach 2. Project challenges and key success factors 2. Detailed project plan
3. Project deliverables & business outcomes 3. RACI matrix 3. Project dashboard
4. Strategic alignment 4. Stakeholder analysis 4. Parking lot
5. Dependencies & constraints 5. Punch list
6. Risk assessment & mitigation 6. Post project evaluation report
7. Change impact assessment
8. Project costs
9. Benefits
10.Net present value
11.Key success factors & KPIs

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 This Lean Business Case is very
Lean Business Case important, as your CEO and Senior
executives may not have time to deep
Project name: dive into more details. It is the first

Project description: section of the Business Case, but it is

often done at the end.

Project Costs Tangible Benefits Net Present Value

$4M $14M $8M

Cash Flow (US $ millions) 9.9 Change Impact

6.9

4.6

1.8

Year 1 Year 2 Year 3 Year 4 Year 5

(5.1)

Intangible Benefits Strategic Alignment High Impact

Insert your own text Insert the Strategic Objectives that the project is
aligned with

Number of Resources
12

Project Sponsor Project Manager Change Manager

John Doe John Doe John Doe

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 s
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See below 4 screenshots from the Phase I.

Driver Tree Project Cash Flow

Simple Financial Model Sophisticated Financial Model

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In the next slides, you’ll see a small preview of the Phase II of our
Project Management 3-phase approach

Phase I: Build a Business Case & Phase III: Define and Implement your
Phase II: Initiate the Project
Financial Model Project Plan
1. Business opportunity & suggested solution 1. Project charter 1. High-level project plan
2. Project objectives, scope & approach 2. Project challenges and key success factors 2. Detailed project plan
3. Project deliverables & business outcomes 3. RACI matrix 3. Project dashboard
4. Strategic alignment 4. Stakeholder analysis 4. Parking lot
5. Dependencies & constraints 5. Punch list
6. Risk assessment & mitigation 6. Post project evaluation report
7. Change impact assessment
8. Project costs
9. Benefits
10.Net present value
11.Key success factors & KPIs

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Project Charter (Template #1)
Project name:
Sponsor:

Problem
Insert in this box what business issue will this project address
statement

Objective Insert in this box the objective of this project

• Insert what is in-scope • Insert what is in-scope

In-scope • Insert what is in-scope • Insert what is in-scope
• Insert what is in-scope • Insert what is in-scope
• Insert what is out-of-scope • Insert what is out-of-scope
Out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope
• Insert what is out-of-scope • Insert what is out-of-scope

• Budget: Insert your own text

• Project Manager: Insert your own text
Resources • Key Team Members: Insert your own text
• Key Stakeholders: Insert your own text

• Insert the name and target date of the milestone

Key milestones • Insert the name and target date of the milestone
• Insert the name and target date of the milestone

25
 s
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See below 2 screenshots from the Phase II.

Responsibility Assignment (RACI) Matrix Stakeholder Analysis Matrix

26
In the next slides, you’ll see a small preview of the Phase III of our
Project Management 3-phase approach

Phase I: Build a Business Case & Phase III: Define and Implement your
Phase II: Initiate the Project
Financial Model Project Plan
1. Business opportunity & suggested solution 1. Project charter 1. High-level project plan
2. Project objectives, scope & approach 2. Project challenges and key success factors 2. Detailed project plan
3. Project deliverables & business outcomes 3. RACI matrix 3. Project dashboard
4. Strategic alignment 4. Stakeholder analysis 4. Parking lot
5. Dependencies & constraints 5. Punch list
6. Risk assessment & mitigation 6. Post project evaluation report
7. Change impact assessment
8. Project costs
9. Benefits
10.Net present value
11.Key success factors & KPIs

27
Project Dashboard (Template #2)
Project Name: Insert your own text Overall
Status
Project Manager: Insert your own text

• Insert your own text - Insert your own text

Time / Deadlines • Insert your own text - Insert your own text
• Insert your own text - Insert your own text

• Insert your own text - Insert your own text

Cost / Budget • Insert your own text - Insert your own text
• Insert your own text - Insert your own text

• Insert your own text - Insert your own text

Requirement /
• Insert your own text - Insert your own text
Quality
• Insert your own text - Insert your own text

Key Past Milestones Key Current Milestones Key Future Milestones

 Insert Milestone  Insert Milestone  Insert Milestone

 Insert Milestone  Insert Milestone  Insert Milestone
 Insert Milestone  Insert Milestone  Insert Milestone
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Parking Lot
Description

IDEA / REQUEST DELIVERABLE TIMELINE CONTACT PERSON KEY ACTION

Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text

Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text

Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text

Insert your own text What

Insert would
your own textbe
the Insert your own text Insert your own text Keyyour
Insert action to
own text be
What would you When do you need Who is
required deliverables done to complete
like to do? this done? accountable?
Insert your own text to do
Insert it?
your own text Insert your own text Insert your own text the your
Insert request
own text

Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text

Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text

Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text

Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text

Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text

29
Structure of the Toolkit
The Project & Change Management Toolkit includes 400 Powerpoint slides and 30 Excel sheets
categorized in multiple folders that you can download on your device immediately after your purchase.

400 editable Powerpoint slides* 30 editable Excel sheets*

Change Management Project Management

I. Define the Change II. Understand how

Management Strategy people experience I. Build a Business Case II. Initiate the Project
change & Financial Model

III. Develop the Change IV. Implement, Track & III. Define and Implement
Management Plans Manage Progress your Project Plan

*Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide
that has been duplicated to facilitate the understanding of our clients only count for 1 Powerpoint slide.

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