Change Management Toolkit

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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 are the consequences of the specific characteristics of technically oriented employees for the way change programs can be implemented in the most effective manner?

  2. Has the effort to complete the change request been estimated and has that estimate been presented to the person/group responsible for approving the change?

  3. Is change viewed as a long-term transformation that is part of a strategy, as opposed being seen as a succession of individual separate projects?

  4. Does the tool integrate with Change Management to enable Knowledge Records to be quickly created from Change Records with associated links?

  5. What process and systems changes should be in place to enable advanced technology, controls, and handle the higher volume of leaks?

  6. Are policies and procedures for change management, release, and testing adequately communicated to external business partners?

  7. Which deals with the step of action to be performed if the change is unsuccessful with regards to change management process?

  8. Does your change/transformation strategy or plan distinguish between transformational change and continuous improvement?

  9. How do you step into the change lead role with clarity, and confidently support sustainable implementation of change?

  10. Does your change/transformation plan/strategy distinguish between transformational change and continuous improvement?


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. Project Schedule: Are quality inspections and review activities listed in the Change Management project schedule(s)?

  2. Source Selection Criteria: Do you have a plan to document consensus results including disposition of any disagreement by individual evaluators?

  3. Activity Duration Estimates: Are Change Management project activities decomposed into manageable components to ensure expected management control?

  4. Milestone List: What specific improvements did you make to the Change Management project proposal since the previous time?

  5. Team Member Performance Assessment: To what degree will new and supplemental skills be introduced as the need is recognized?

  6. Procurement Audit: Are there regular reviews and analysis of the performance of the procurement function/unit?

  7. Stakeholder Management Plan: Have process improvement efforts been completed before requirements efforts begin?

  8. Activity Attributes: Were there other ways you could have organized the data to achieve similar results?

  9. WBS Dictionary: Does the scheduling system identify in a timely manner the status of work?

  10. Formal Acceptance: What lessons were learned about your Change Management project management methodology?

 
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.

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