Change management plan template

by Atlassian

Create a plan for change that lays out the details and action

KEY FEATURES
Business Updates
Roadmaps
Communication

CATEGORIES

Project Management
Finance & Ops
Page template

Change management is one of the most critical skills for knowledge workers today. Things are constantly changing, and teams are always innovating in order to stay ahead. But change is hard, and it must be approached skillfully in order to be accepted and embraced by your team or customers.

By employing the basics of a change management plan, you can plan to succeed in your next big change.

How to use the change management plan template

Step 1. Provide an overview of the change

You need to be able to explain what is changing, and importantly, why. When people can understand why you have made a certain decision, they are much more likely to accept it. And don’t forget to include how change will impact your audience. In some cases, there will be a large impact, and in others it may not be felt. But keeping your audience’s experience in mind is the most important part of planning for effective change management.

Step 2. Craft your main message

What do you want to say to the audience that will be affected by this change? How can you increase their confidence in your team and your plan? What are the calls to action you have for this audience? Having a succinct message that will land with your audience will speak volumes.

Step 2. Craft your main message

Step 3. Decide how the message will get out.

Chances are, there are multiple ways you can communicate with your audience. Email, chat, meetings, memos, even posters around the office, it’s important to maximize every channel available to you in order to communicate this change. Remember, not everyone consumes information in the same way, so make sure you choose the channels that your audience will see.

Step 4. Add a roadmap

Depending on the magnitude of the change, you’ll be wanting to plan far in advance. And you might not want to communicate everything related to the change all at once. Planning for change management over weeks, months, and even more will help you create an optimal change management experience for your audience.

Step 4. Add a roadmap

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