<Project Name>

Organizational Change Management Approach

<Project Name>

26th April 2019

Contents
1. DOCUMENT SPECIFICATIONS...........................................................................................................................3
1.1 Revision History......................................................................................................................................3
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1.2 Referenced Documents...........................................................................................................................3

2. Introduction................................................................................................................................................................4
2.1 Project Objective....................................................................................................................................4
2.2 Main objectives of the change management plan................................................................................4
2.3 Expected outcomes.................................................................................................................................4
2.4 Key messages...........................................................................................................................................4
3. Stakeholder analysis and mapping...........................................................................................................................4
3.1 Identify the main stakeholders...................................................................................................................6
3.2 Map the stakeholders..................................................................................................................................7
4. Communication Plan.................................................................................................................................................8
5. Training Plan..............................................................................................................................................................9
6. Roll-out Plan.............................................................................................................................................................10
<Project Name>

1. DOCUMENT SPECIFICATIONS

1.1 Revision History

Version Date Author(s) Approver(s) Revision

Initial Draft

1.2 Referenced Documents

References may be made in this document to other documents. All such documents are referenced below:

Document Title Link

Stakeholder analysis template
<replace template link with stakeholder
mapping document link, if available>
Training Plan template
<replace template link with training plan
document link, if available>
<Project Name>

2. Introduction

2.1 Project Objective

Short management summary about project objectives and outcomes.

2.2 Main objectives of the change management plan

In this section brief main objectives of the change management plan and target audience.

2.3 Expected outcomes

Describe expected outcomes.
Define what success looks like.

2.4 Key messages

 In this section high level Strategic messages should be defined, agreed with key stakeholders and described.

 In this section high level Operational messages should be defined, agreed with key stakeholders and described.

 In this section, it can be helpful to articulate what the project is not so that your scope is clear to all stakeholders
throughout the project.

3. Stakeholder analysis and mapping

A stakeholder mapping and analysis will be done to identify the key individuals and groups who will be influential to the
project’s success. It will help us understand our audience and how best to reach them and help identify champions for the
work across the Organization. It also helps to identify stakeholder relationships and roles and describe the political and
communication landscape connected to the project.
This can be carried out in three steps.

(1) Identify the main stakeholders

Identify the main stakeholders impacted by or influential for the project across the Organization. This can first be done as
a brainstorming exercise with the project team, to identify groups as well as individuals, and should be regularly reviewed
to adjust the mapping as more information becomes available.
(2) Map the stakeholders
To understand the attitudes, knowledge and concerns of the stakeholder groups, a series of interviews can be carried out.
The mapping will be used to identify and engage a wide set of project members and stakeholders in working together to
map the true change network. It is also used to identify ‘stakeholder pressure points,' such as shortfalls in commitment,
inadequate and poor communication.
(3) Determine the commitment to change for each stakeholder group.
During this phase, key stakeholders are clearly identified, assigned a role, and given a specific change plan to seal the
commitment to the project.

<Note: Stakeholder analysis Excel tool is available, to help you map stakeholders easily. You have options to use simple manual
version of Stakeholder Mapping below in this template or excel tool with integrated mapping function.
We recommend using the Excel format for Tier 1 projects, as could be more suitable and easier to use for larger scale projects. For
Tier 2 and Tier 3 projects Word template could be sufficient.>
<Project Name>
3.1 Identify the main stakeholders
Attitude Key
Ma
Stakeholder Project How s Desired Communication Interests Actions Messages Communication Engagement
p
Name/Group Role Affected? Current Status Strategy / Desired Needed Channels Plan
Plot
Status Concerns
A            
B            
C            
D            
E            
F            
G            
H            
I            
J            
K            
L            
M            
N        
O            
Instructions:
Attitudes/Desired status: Communication Strategy: Engagement Plan
Advocate Manage Closely Weekly/Bi-Weekly
Supporter Keep Satisfy Monthly/Bi-Monthly
Neutral Monitor Quarterly
Critic/Potential Objector Keep Informed Half-Yearly/Yearly
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3.2 Map the stakeholders

Use the influence/interest (commitment matrix) to identify key stakeholders and prioritize them for specific action
planning.

Completing stakeholder analysis, you have all information to build communication calendar and define your
communication approach towards defined stakeholders.
<Project Name>
4. Communication Plan
Stakeholders are groups or individuals who will be affected by the change, and/or the managers of those groups who need to function as supporting sponsors
for the changes caused by the project. Think about the information and frequency they will need to hear from you to become an advocate for your project.

Primary
Delivery Feedback
To who? Key Message Desired Result Delivered by Communication Author
Date Mechanism
Channel
           

           

           

           

           

           

           

           

           

           
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5. Training Plan
List what specific training will be delivered for which audiences.
(1) Be specific about the desired learning outcomes (consider what knowledge, skills, processes, tools, relationships, the learner should achieve during
training).
(2) Delivery methods could include: webinar, classroom, on-site session, virtual classroom, self-paced online learning, handout, email, PowerPoint
presentation, and other.
(3) Deliverables should include any required post-launch training materials required such as job aides, support or admin documents, reference materials, online
help, FAQs, quick reference guides, user manuals, and other. Add deliverables and tasks to the work plan.
(4) Be sure to assess any training resources or additional costs required. If necessary please consult with the appropriate learning, training or development team
for expertise and potential execution.
(5) Be sure to include training related communication in your communication plan.

Affected Group and # of Learning Outcomes (Knowledge, Estimated Training Required or Optional
Delivery Method(s)
Learners Skills, Processes) Dates Training?
   

   

   

   

   

   

   

   
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6. Roll-out Plan
Describe the change management approach with overview of the step-wise process required to roll-out the change
impacted by project in the organization.
Phase 1:
Identify the tone of your communications and the overarching narrative. What do you want your audience(s) to think, feel
and do? Your overarching narrative explains the problem you’re trying to solve and what will change as a result of your
plan.
Phase 2:
Outline your approach in three phases – Awareness, Engagement, Transition/Adoption/Sustain
Phase 3:
Evaluation and Feedback – measure success, thank people, if you’ve surveyed a group, tell them what the outcome was as
a result of their feedback. This will improve engagement for future projects.

The activities and timing should be reviewed regularly.

A roll-out plan is a required part of the Project Plan.

6.2