Change Management Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Change Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Change Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Change Management specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Change Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Change Management improvements can be made.

Examples; 10 of the 995 standard requirements:


1. What is the approach to managing and mitigating the impacts of the change management initiative on employees, customers, and other stakeholders, and what are the strategies for minimizing disruption and maintaining business as usual?
   
   

2. What is the relationship between change management and other organizational initiatives, such as digital transformation or operational excellence, and how do you communicate the connections and synergies between these efforts?
   
   

3. How can change management initiatives be designed to address the unique needs and perspectives of diverse groups within the organization, including people of color, women, LGBTQ+ individuals, and people with disabilities?
   
   

4. How do you ensure that change management initiatives comply with relevant industry regulations and standards, such as SOX, HIPAA, or GDPR, and what steps do you take to maintain audit trails and demonstrate compliance?
   
   

5. What is the process for evaluating and selecting external partners and vendors who will support the change management initiative, and what are the criteria that will be used to assess their capabilities and expertise?
   
   

6. What is the approach to managing and mitigating the impacts of the change management initiative on the organization's reputation and brand, and what are the strategies for maintaining transparency and accountability?
   
   

7. How do you ensure that change management initiatives are designed and implemented with consideration for the needs and expectations of diverse stakeholder groups, including employees, customers, and regulators?
   
   

8. How will the knowledge and expertise of internal and external stakeholders be leveraged to support the change management initiative, and what are the strategies for building partnerships and collaborations?
   
   

9. How do you engage with stakeholders, including regulatory bodies, audit committees, and senior leadership, to ensure that change management initiatives align with governance requirements and expectations?
   
   

10. What is the approach to managing and mitigating the risks associated with the change management initiative, and what are the strategies for identifying and managing potential threats and vulnerabilities?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Change Management book in PDF containing 995 requirements, which criteria correspond to the criteria in...


Your Change Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Change Management Self-Assessment and Scorecard you will develop a clear picture of which Change Management areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Change Management Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Change Management projects with the 62 implementation resources:


• 62 step-by-step Change Management Project Management Form Templates covering over 1500 Change Management project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Risk Audit: To what extent are auditors influenced by the business risk assessment in the audit process, and how can auditors create more effective mental models to more fully examine contradictory evidence?
   
   

2. Quality Audit: How does your organization know that its research programs are appropriately effective and constructive?
   
   

3. Procurement Management Plan: Does all Change Management project documentation reside in a common repository for easy access?
   
   

4. Team Member Status Report: Does your organization have the means (staff, money, contract, etc.) to produce or to acquire the product, good, or service?
   
   

5. Procurement Audit: Does the department evaluate and benchmark the performance of the procurement function/ unit against other comparable procurement functions/units?
   
   

6. Procurement Management Plan: Do Change Management project managers participating in the Change Management project know the Change Management projects true status first hand?
   
   

7. Variance Analysis: Are there quarterly budgets with quarterly performance comparisons?
   
   

8. Procurement Audit: In case of time and material and labour hour contracts, does surveillance give an adequate and reasonable assurance that the contractor is using efficient methods and effective cost controls?
   
   

9. Schedule Management Plan: Are the processes for schedule assessment and analysis defined?
   
   

10. Roles and Responsibilities: Key conclusions and recommendations: Are conclusions and recommendations relevant and acceptable?


 
Step-by-step and complete Change Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Change Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Change Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Change Management project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Change Management project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Change Management project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Change Management project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Change Management project with this in-depth Change Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Change Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Change Management and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Change Management investments work better.

This Change Management All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.