The only change management
toolkit you'll ever need
6 best practice areas. 18 change management roles. 21 step-by-step change management processes. 100+ diagnostic, planning and implementation tools and templates.
Shared Change Purpose
A change management strategy should be compelling and consistent with a vision of the future business environment, and the implications for the future state of the organization.
The processes here aid clarity of thinking in this respect and define measurable targets for the change project or programme. It also offers an opportunity to collaborate with employees across the organization so that vision and strategy of the future state of the organization is a collective one.
The visioning activity shouldn’t be undervalued as lightweight or unnecessary. At some point in the future, as the change programme progresses and we get into the nitty-gritty, you will be glad to have captured this reference point.
Key Change Question:
What do we think the future business environment will look like and how do we want to be as an organization in advance of reaching it?
Define Future State
- Define clear and compelling picture of future organization
- Evaluate gap between current and future organization
- Develop high-level road-map for change
Benefit if used
Risk if ignored
Templates
Tools
- Identify capability requirements to drive change organization
- Unite around clear understanding of what’s driving the change and a shared vision of the future
- Absence of shared purpose, no clear target or forward direction
- People and organizational capability lag behind imperative for change
Define Change Governance
- Specify decision rights and accountability framework for change program
- Align with existing project and organization governance structures
Benefit if used
Risk if ignored
Templates
Tools
- Supports decisive change leadership
- Enables clear accountability for change program
- Provides quality assurance and path to escalate issues and risks
- Lack of ‘joined-up’ change management strategy and plan
- Change solution disconnected from wider organization and/or end user needs
- Resistance to change builds, progress towards future state obstructed
Develop Change Strategy
Describe reasons for changing, what you want to achieve and how you will get there
- Change Management Strategy underpins plan and all subsequent activity
Benefit if used
Risk if ignored
Templates
Tools
- Compile a concrete business case describing both the financial and no-financial benefits of the change effort
- Describe the overall approach to managing the impact of change
- Disconnect between change vision and best path to building new capabilities
- No clear alignment of financial and non-financial benefits and risks of change program
Change Impact Assessment
- Capture people and organizational impacts arising from the change being introduced
- Critical input into change management strategy and plan
Benefit if used
Risk if ignored
Templates
Tools
- Rank the type and magnitude of change impacts for each stakeholder group
- Support change leadership with clear insights into challenges and reduce risk
- No clear understanding of people and change impacts, no basis for strategy and plan, significantly higher risk of project failure
Change Management Plan
Define sequence of tasks, activities, deliverables and resources required to execute change strategy
- Apply project management discipline through phases, workstreams, decision points and milestones
Benefit if used
Risk if ignored
Templates
Tools
- Describe in concrete terms how change strategy will be executed
- Facilitate successful transition of people and organization elements of the program from current to future state
- Lack of alignment between strategy and solution, stakeholders become disengaged, increased costs of higher risk of project failure
