Change Management Toolkit

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Confirm your organization oversees and monitors Change Management efforts to ensure policies, Organizational Structure, Business Processes, and management practices are in alignment with and support Continuous Improvement and an innovative, integrated, client centered, outcome focused culture.

More Uses of the Change Management Toolkit:

  • Establish that your business provides specific services to less complex projects or work on portions of larger projects as planning, scheduling, estimating, budgeting, Change Management and Risk Assessment.

  • Ensure your corporation supports the engagement, culture, and communications teams vision and governance for Change Management through the implementation of standards, procedures, and cost effective, leading solutions.

  • Strive for Continuous Improvement of the Incident Management process and the integration of the Incident Management process with other IT Operations Management processes, as problem and Change Management.

  • Develop and create internal Change Management and vendor communications materials to support the broader strategy and operations for your Contingent Workforce.

  • Ensure you bolster; lead the assessment, design and implementation of Organizational Development interventions and Change Management initiatives to support successful business outcomes.

  • Develop and improve WHS Change Management processes and recommend improvements to programs scoping, building, testing and deployment across your organization.

  • Communicate effectively and professionally with Customer Service personnel on all levels while developing positive and solid relationships to enhance growth.

  • Change Management helps clients plan and lead change effectively by using consulting skills and providing relevant change frameworks, tools and capability building for clients.

  • Confirm your enterprise complies; partners with Key Stakeholders to design and execute Change Management activities; communicates plans and anticipated outcomes to support positive relationships.

  • Ensure you arrange; lead Process Design/re design, Change Management, deployment approach, management and end user readiness, partnering with IT and/or Functional teams to translate business plans into tactical action items.

  • Confirm your organization
  • Initiate: reasonably anticipate executives needs and proactively bring together appropriate people and other resources to support the executive in addressing issues.

  • Oversee, develop, and execute your Colleague Success plans as Change Management strategies that maximize employee adoption and usage for strategic initiatives.

  • Initiate: implement and lead an effective project Change Management process that pro actively identifies project changes and incorporates an appropriate Impact Analysis and approval for changes across the ERP program team.

  • Transfer Project Management methodologies and Organizational Change Management knowledge to Organizational Performance and Planning Office throughout the project.

  • Have progressing skills in Business Analysis, Business knowledge, Business Change Management, Functional Architecture Design and Project Financials, KPIs and Reporting.

  • Provide support to Project Planning, tracking, estimation, Risk Management, Change Management, measurement, resource forecasting, and Financial Management across all projects.

  • Perform upgrade and deploy patches post Impact Analysis in non production and production environment in accordance with Change Management protocol.

  • Methodize: monitor Key Performance Indicators, determine gaps in Performance Metrics, and recommend/execute Change Management techniques for efficiency/quality improvements.

  • Audit: Organizational Development and enterprise Change Management focuses on assuring healthy relationships and leading groups to initiate and manage business transition management.

  • Create and deliver Change Management strategies and plans to help employees accelerate the adoption of new technologies and initiates that drive transformational outcomes.

  • Methodize: once established, you would stand up a code repository and Change Management infrastructure for the model package, introduce and manage a form of DevOps for the model packages.

  • Be accountable for recruiting, training, Leadership Development, Performance Management, talent analytics, Project Management, Change Management, and/or relationship based Account Management.

  • Confirm your strategy promotes the use of the database by developing advertising and communication materials on the intranet and by acting as liaison to other departments.

  • Secure that your business creates and fosters an environment of innovation; removes roadblocks and enables Strategic Risk taking; advocates and drive Change Management and adoption of behaviors and practices.

  • Ensure you expand; lead with expertise in Organizational Development as it pertains to theories and practices of Organizational Design, Strategic Planning and Change Management.

  • Ensure uniform and personal appearance are clean and professional, maintain confidentiality of proprietary information, and protect organization assets.

  • Supervise: proactive in communication, Relationship Building, gap identification, Risk Mitigation, Change Management and all elements of initiative execution.

  • Confirm your enterprise maintains various records related to new and continuing outreach initiatives, activities, and services; prepares reports and maintains statistical records.


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 999 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 999 standard requirements:

  1. What training and capacity building actions are needed to implement proposed reforms?

  2. What is the magnitude of the improvements?

  3. Can you do Change Management without complex (expensive) analysis?

  4. How do you provide a safe environment -physically and emotionally?

  5. Are Change Management vulnerabilities categorized and prioritized?

  6. Do the viable solutions scale to future needs?

  7. How significant is the improvement in the eyes of the end user?

  8. Against what alternative is success being measured?

  9. What is your theory of human motivation, and how does your compensation plan fit with that view?

  10. What does verifying compliance entail?

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 994 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. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Change Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Change Management project team have enough people to execute the Change Management project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Change Management project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

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



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.