Change Management Plan Template

Oct 3, 2024

[Company Name] Change Management Plan

Project Name: ___________________________
Date: //________
Prepared By: ___________________________


1. Introduction

  • Purpose: To outline the approach for managing change associated with [Project Name].
  • Goals:
    • Minimize resistance.
    • Ensure smooth transition.
    • Achieve project objectives.

2. Scope of Change

  • Description of Change:


  • Affected Areas:

    • Departments
    • Processes
    • Systems

3. Stakeholder Analysis

  • Identify Stakeholders:

    • Name/Group: [e.g., Customer Service Team]
      • Impact Level: High/Medium/Low
      • Influence Level: High/Medium/Low
      • Concerns/Interests: __________________________________________________

[Repeat for each stakeholder group]


4. Communication Plan

  • Objectives:

    • Keep stakeholders informed.
    • Address concerns promptly.
  • Messages:

    • Key Message: [e.g., Benefits of the new system]
      • Audience: [e.g., All employees]
      • Timing: [e.g., Project launch]
  • Channels:

    • Emails
    • Meetings
    • Intranet updates

5. Training Plan

  • Training Needs:

    • Topic: [e.g., New software usage]
      • Audience: [e.g., Sales Team]
      • Delivery Method: [e.g., Workshops]
      • Schedule: [Dates]

6. Resistance Management

  • Potential Resistance Areas:

    • Fear of job loss
    • Lack of understanding
  • Mitigation Strategies:

    • One-on-one meetings
    • Providing support resources

7. Implementation Timeline

  • Key Milestones:

    • Change announcement: //________
    • Training completion: //________
    • Go-live date: //________

8. Roles and Responsibilities

  • Change Sponsor: [Name]

    • Provides overall direction and resources.
  • Change Manager: [Name]

    • Develops and executes the change plan.
  • Project Team: [Names]

    • Implements technical aspects.

9. Success Metrics

  • Indicators:

    • User adoption rates
    • Performance metrics
    • Feedback surveys
  • Evaluation Schedule:

    • Post-implementation reviews at 1 month, 3 months, 6 months.

10. Approval

  • Change Sponsor Signature: _____________________ Date: //________
  • Change Manager Signature: _____________________ Date: //________