Organizational Change Management Plan Template The purpose of this Organizational Change Management Plan Template is to aid an organization in planning for change. This template will assist a company in defining key organizational change details such as the change objectives, communication and marketing methods, team structure, change milestones, evaluation methods, and potential problems or identified concerns. Additional language may be added to by the user to address any company's needs. This plan should be used by small businesses to aid in the planning for organizational change.
Transcript
Organizational Change Management Plan Template
The purpose of this Organizational Change Management Plan Template is to aid an organization in planning for change. This template will assist a company in defining key organizational change details such as the change objectives, communication and marketing methods, team structure, change milestones, evaluation methods, and potential problems or identified concerns. Additional language may be added to by the user to address any company's needs. This plan should be used by small businesses to aid in the planning for organizational change.
Template for Managing Organizational Changes Project Name: ___________________________________________________ Contributor: _____________________________________________________ Date: ______ (text in italics
1. Intro In the Change ors speak of the biggest pr e main issue that causes s tion. A lack of proper com er of employees ne well as a lack of perform a large loss of money as the Managing org organization begin using in In order to be effective, c uman beings to ensure that he environment. nges about to be made to an Make a list of nagement during the pro 1. 2. 3. The effect of t and effective management the project to continue pr
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2. Overview of Managing Organizational Changes (This part of the plan does not have to be long. It simply offers a look at the topics that will be included in the main section of the plan.) A. Managing St k h ld (The effect of considered. In order to off d by the changes in bu
● How m much suppo he most influen
● Check l goals and chang
● Identif roject easier to imp
● Stake y serve as advoc
The next table n business procedures, a levels for each stakeho at least somewhat su uded to help build support.
Name
B. Communications (As with any project, communication is the key to success. The project manager needs to ensure that any stakeholders are provided with all the necessary information they need on an
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ongoing basis. This goes both ways, and it is vital to pay attention to what the stakeholders have to say, as well. As they may not come up with feedback on their own, it may be necessary to ask their opinion and respond accordingly.
● Make a list of the groups of stakeholders in the project. These may include sponsors, clients, and management, for example.
● Create information is to be ered, which is discus
● Keep nses should be ple
Proper comm the project manager will s for communicatio to provide necessary inf will look at assorted grou o be delivered. Add ned are kept track of to aid C. Training (When projec ndle the changes. Eac aining, so it is important to p h them well. A general state As training is ch group of stakeholders fic needs. There is furth s more information ab l needs and the necessary the base of the training pl D. Stakehold (An assessm ceiving feedback. A g y the various groups of stakeholders. Allot enough time and energy to ensure that there are no misunderstandings. Time will also be required to set rumors straight and fill in any blanks that were missed in previous discussions. Understanding the more common worries about the changes being made will allow for heading them off before anyone can complain.
● Plan the best method for communicating with groups of stakeholders. These may include interviews, a website that allows for two way communication or surveys.
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● Be ready to respond to anxieties or any misunderstandings rapidly. The plan should help everyone understand why the changes made by the project are best for everyone involved. )
According to assessments done on stakeholder groups between (insert dates), the team has gathered information as follows:
Stakeholder
hange
Based on the inate any concerns held his may be done via mee h will provide up to date info
● Creati ontinue to resist uld be taken to dem icular.
● Ensur eir support of the pr
In order to he of those in upper manag rs of the organization i ves have shown that we
Executive’s rt
(Take the time to understand where potential resistance to the project may come from. Talk to those who will be using the system or service and have those who support you help get rid of any resistance. The more education provided as to the benefits of this project will help minimize problems when the changes are actually introduced.)
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The team for this project is aware that it must be alert to potential misunderstandings, as well as valid preoccupations among stakeholders. To reduce the instances of this, we have gathered representatives from each group of stakeholders to create a council. This council will alert the project team to any concerns, as well as support and aid the team in dealing with them.
Na ct
3. Comm (The key to s ation. Talk to the biggest st can give you the basis for a gets what information a meeting schedules an cation to discern what ryone and may be modif Communicatio y in large scale. This wi for the project and w es, it is possible to m
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● The tables below will allow you to track relevant groups and their need for training, as well as any further information on training resources required.
● Create a training plan. This may be the same information, but it will need to be presented according to the needs of the particular audience. For example, those in the business section will not need all the technical details that the IT area may require.
● Appoint qualified staff to train the groups. ● Desig This will
suppo The (insert pr rganization. To ensure tha emented, the project team h n studied. This will help ollowing steps: Analysis of t The project in skills required by th on to determine the skills that will be required w
● Noting ● Lookin ● Listing ● Check ecessary
skills. ● Setting ● Creati d running. ● Ensur hey will be
respon ● Adjust
All training pla
Name
raining Type ecessary
Information Required to Plan for Changes in the Organization
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● The policies of each area of the organization, along with all necessary procedures, which will be affected by the project implementation, have been reviewed.
● Pinpoint policies or procedures which will be changed with the system’s implementation. ● Create a list of changes that must be made to each area of the organization before the
system is implemented. ● Aid each area of the organization in preparation plans.
See below for anization.
Specif Pr
n
Create Curric It has become eholders in the organizati the groups. These include be specific to each group. T g. All factors have been co at some groups will be instruction or PowerPoin ow for further information us
● Trainin ning sessio
● All fac ranged. ● Sessio es and the
system ● Hands ● As it w es and
outline ● The m ● The tr nsure
teachers for incoming employees at a later date. ● To ensure ease of use, checklists and summaries, as well as other task aids will be
offered once the system is live. ● Surveys will be ongoing to ensure that training is effective. ● The organization will continue to improve the program to ensure better training in the
future.
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See the following summary of the most important information collected in relation to the training program.
Group Training Type Preferred
Method of
Possible Job Aids
Trainin Name
Training L Date
Steps to Tak Certain peopl ll be able to provide extra These employees wi e new system before
Department/Area Employee Name Time for Support
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5. Managing Changes: Resources and Techniques Required (Everyone sh Below you will find some working on the project an used and how they will
● Create ● Choos organization.
This p all and sprea
Commun mbers
● You m will seek out chang oblems and work o
Emplo mbers
● Create ● List all potential issues and their sources. ● Be sure to promote the changes whenever possible. ● Decide which threats are highest priority and for those that are most dangerous, create a
response.
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Fliers, pamphlets and other types of handouts can be used to let people know what to expect and what the benefits of the new system are.
● Build a website around the project and alert anyone involved in the organization to its existence. The following should be included:
○ Status of the project, as well as performance and advancement ○ ered ○ ○ ○ ○ ○ ○ ○
● In cas them into the plan, t ject is in place nd processes. Local issues, as well a
○ ○ ○ ○ ○
Proje Spokesp
Date
● Poten s answered. ● A proc suggest
tweak ○ ○ Request forms for any changes (best provided on the website for easy access) ○ Training sessions to teach everyone how to use the process
● Trainers will require complete information about the problems faced by each specific group that they are teaching.)
PROJECT MANAGER Signature
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I have reviewed everything included in this document regarding management of organizational change and am in agreement: ____________________________________________________________________________ By signing this document, the project managers listed above have indicated that they understand an at this is to be the official pla
