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Change Management Process

How to navigate organizational changes effectively

Your name or organization

Month and year

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What’s inside

01

02

03

04

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Introduction

Organizational change refers to any shift or transformation in how the company operates.

It may include changes in:

    • Internal processes
    • Company culture
    • Infrastructure
    • Many others

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Adaptive

Transformational

Involves small, gradual,

incremental changes

Represents significant and sudden shifts from the existing practices

Types of Change

Organizational change can

either be adaptive or transformational.

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01

02

03

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The change in management process

Identify the need for change

Develop a vision and strategy

Engage stakeholders

Implement the change

Evaluate and sustain the change

There are 5 key steps in an organizational change:

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Use the table to outline the reasons why the change is necessary.

Identify the need for change

Factors to consider

Notes

Background

    • What current problems need to be solved?
    • How did we get here?

Current state

    • Where are we now?
    • What opportunities are being missed?

Risks of not taking action

    • What future issues might arise if no action is taken?

Benefits of taking action

    • What are the benefits of making the change?

01

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Strategic goals

Key performance indicators

Project stakeholders

and team

Project scope

02

Use the guide questions below when crafting a strategic plan.

Develop a vision and strategy

    • How does this change align with the organization’s objectives?
    • What indicators will track progress?
    • Which metric needs improvement?
    • What is the current status?
    • Who will lead the change initiative?
    • Who needs to approve the key decisions?
    • What specific actions and steps are included in this project?

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C-level executives

Consider how to approach and engage each stakeholder throughout the project.

Engage stakeholders

Project sponsors

Subject matter experts

Process owners

Business unit leaders

Individual end-users

Frontline employees

03

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Use the sample action plan template to show the steps and timeline for each phase

Implement the change

Action

Assigned

Priority

Status

Start Date

End Date

Notes

Phase 1: Pilot Testing

YYYY/MM/DD

YYYY/MM/DD

Add notes here

Add step 1 here.

Name

High, Medium, Low

Complete, In progress, Not started

YYYY/MM/DD

YYYY/MM/DD

Add notes here.

Phase 2: Add details here

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05

Use the graphic as a guide in identifying and tracking success metrics for the change initiative.

Evaluate and sustain the change

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02

03

04

05

Design success metrics strategy

Adjust success metrics (if necessary)

Analyze data

Communicate and share findings

Collect data

Continuous Improvement Feedback Loop

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Key questions

for driving successful change

Why is the change necessary?

Identify the key drivers and reasons behind the change.

What challenges might you encounter?

Identify potential roadblocks and prepare strategies to mitigate them.

How will you communicate the change?

Create a communication plan to engage the team and stakeholders.

What’s your action plan?

Develop a detailed strategy to setup the team for success.

Some questions managers and business leaders should consider during a transition include:

01

02

03

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Thank you!

Email

hello@reallygreatsite.com

Social media

@reallygreatsite

Phone

123-456-7890

Address

123 Anywhere St., Any City, ST 12345

Your name or organization

Your name or organization

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