Change HEADWAY

Change Management
Plan
<Project Name (if applicable)>

Confidentiality Statement
This <document title> along with all attachments hereto shall be considered <company>’s
Proprietary/Confidential Information
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Table of Contents
[To update this table of contents, right click over top of the table of contents and choose
the “Update Field” option then select “Update Entire Table.”

Table of Contents........................................................................................................................2

Project Summary Information......................................................................................................3

Approval......................................................................................................................................4

Organizational Change Readiness.............................................................................................5

Change Management Team Terms of Reference.......................................................................8

Measurement and Rewards Programs.......................................................................................9

Change Management Framework.............................................................................................10

Change Management Deliverables...........................................................................................11

Appendices................................................................................................................................13

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Project Summary Information

Project Manager: Project Start Date:

Project Sponsor: Project Completion Date:
Type of Project: Project Cost:
Department
Client
Project Summary
[Provide a brief, high-level description of the project. This summary can be used to
describe the project to other stakeholders on the project. Include the Change Story.]

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Approval
Next Steps
[List the next steps that will take place once the project and the Change Management
Plan have been approved.]

Sign-off
Project Sponsor

Name Approval Signature Date Signed

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Organizational Change Readiness

Change story
[Revise the original Change Story included in the Business Case and provide the final
version here. Clearly state the problem or opportunity creating the need for change and,
hence the project. Briefly describe the consequences of doing nothing versus
implementing this change.]

Change Readiness Summary

[Provide a summary of two to three sentences long describing the change readiness
state of the organization in relation to this change.]

Change Readiness Assessment Methodology

[Provide a summary of the Change Readiness Assessment Methodology utilized.
Include the tools such as surveys, questionnaires and interview guides utilized as
Appendices to the Change Management Plan.]

Change History
[Once you have researched the organization’s history in terms of success and
challenges adopting and sustaining change, summarize the findings here.]

Document Change Capabilities

[Given the organization’s history implementing change, document the it’s current ability
and existing change management gaps that may impact the implementation of the
change. Describe the organization’s appetite for action/research, ambiguity and risk
when implementing change.]

Impact of the Change

[Document the relative impact of this change on the organization in relation to other
projects.]

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Stakeholder Analysis
[List stakeholders from a change management perspective for the project. Identify them
as supporters or resisters. Document supporting and resistance behavior drivers. List
ways to mobilize supporters and mitigate resisters.]

Stakeholder Supporter Resister Behavior Drivers Strategy

[What is the [What motivates the [Document one or two
name of the stakeholder to strategies to mobilize
stakeholder or support or resist the the supporters and
stakeholder change?] mitigate the resisters.]
group?]

Go-To Groups/People
[List Go-To groups. List Go-To people and their role in the organization.]

Groups Name Role

List No-Go-To Groups/People

[List No-Go-To groups. List No-Go-To people and their role in the organization.]

Groups Name Role

Change Management Strategy

[Review the draft Change Management Strategy provided in the Business Case and
finalize it here. Include Change Management themes that you have uncovered in your

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assessment of the organization’s change readiness state and the strategies to be

utilized to manage these.]

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Change Management Team Terms of Reference

Mandate
[Provide a one paragraph definition of the team’s mandate in relation to the organization
and the implementation of this change.]

Individual Roles
[List the individual roles based on the attributes and requirements set out for the team in
relation to this change. Fill in the name only once the selection process is complete.]

Level in Department or
Role Responsibility Name
Organization Business Unit

Timeframes
[Define the duration of the team’s responsibility, the meeting schedule and the effort
required.]

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Measurement and Rewards Programs

Performance Measurement System
[Document current performance measures relevant to the change. Document analyzed
planned performance and proposed revised performance measures. Define the
complexity of making the change to the Performance Measurement System. Define:

 The current performance measures relevant to the change

 Planned performance targets

 How will performance be observed and measured?

 How will performance data be captured?

 How will performance data be fed back to employees?

 How will performance data be reported?]

Reward and Recognition Program

[Afterreviewing the current Reward and Recognition Program, document the revisions
required. Document:

 The current Reward and Recognition Program elements relevant to the

change

 The changes required to the program

 How the changes to the program will be made

 The relative complexity of making these changes

 The impact the revisions will have in supporting the change and in the
organization as a whole

 The risk incurred if the program is not updated to support the change]

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Change Management Framework

Assumptions
[Document the exhaustive list of change management assumptions relating to the
project and the organization.]

Constraints
[Document the exhaustive list of change management constraints relating to the project
and the organization.]

Change Completion Criteria

[How will you know when the change is complete? What will the project manager look
for?]

Change Success Criteria

[Outline the criteria the organization will use to evaluate the success of the change.
Wherever possible, use quantifiable information (i.e. something that can be measured).]

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Change Management Deliverables

Deliverables
[List the key deliverables that will be produced as a result of change management
activities.]

Deliverable Date
[Name of Deliverable] [What is the
date it is
due?]

Change Management Activity Schedule

[Include a high-level change management schedule. A more detailed change
management schedule can be included as an appendix.]

Deliverable/Activity Start Date End Date Effort (hr)

[Concept Phase]

[Development Phase]

[Implementation Phase]

[Termination Phase]

Change Management Budget

[Include the high-level Change Management budget. A more detailed budget can be
included in the appendix.]

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Quantity Requirement Date Required Cost

[Amount [What is required?] [When is it [At what
required] required?] cost?]

Change Management Resource Requirements

[Include the high-level Change Management resource requirements list. A more detailed
list of resource requirements can be included in the appendix.]

Resource Role Effort (hr)

[Title of resource?] [Role resource will play?] [Total effort required
in hours?]

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Appendices
[There may be additional information that you may wish to include in the project plan.
This information may include:

 Change Readiness Assessment Tools

 Detailed Change Management Activity Plan

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