change management plan template

Looking for a project change management strategy plan template? We have multiple templates in different formats of Word, PDF, and Excel. You can also request us for PPT slides also with this template.

A Change Management Plan is a strategic approach. Its aim is to guide organizations through significant transitions or alterations in their operations, processes, or structures. Whether the change in the work plan or project nature changes you may also use this template.

What is Project Change Management Strategy Template?

This plan outlines the systematic handling of changes, smooth implementation, and minimizing disruptions to business functions. It includes a clear vision of the

  • Desired outcomes,
  • Identification of stakeholders,
  • Communication strategies,
  • Risk assessments,
  • Training programs,
  • And measures to monitor progress.

The goal is to mitigate resistance to change, and promote employee engagement. As well as facilitate a successful transition to achieve intended objectives efficiently and effectively.

Related Template: Project Execution Plan Template

A well-executed Change Management Plan enhances organizational adaptability and fosters a positive work environment during transformative periods.

How does the Change management template work?

A Change Management Template serves as a framework to guide organizations through the process of managing changes effectively and efficiently. It is a set of standardized tools, processes, and documentation of consistency across various change initiatives. The template outlines the steps throughout the change management process, enabling a systematic approach.

  • Introduction– Providing an overview of the change and its significance.
  • Objectives –Defining the goals, and related outcomes of the change.
  • Stakeholder Analysis – Identifying individuals or groups impacted by the change and understanding their needs and concerns.
  • Communication Plan – Outlining how and when information about the change is shared with stakeholders.
  • Training Plan – Detailing the training and development need to support the change.
  • Risk Assessment – Identifying potential challenges and mitigation strategies.
  • Timeline – Setting a schedule for implementing the change and monitoring progress.
  • Measurement and Evaluation – Defining metrics to assess the success of the change.

It usually starts with the identification of the need for change, follow by defining clear objectives and desired outcomes. In the Project roadmap plan template, you must use this template of change the project.

It involves conducting impact assessments, stakeholder analyses, and risk assessments to gauge the potential consequences of the change and identify key stakeholders.

Change Management Plan Template

What Features Make for a Good Project Change Management Strategy Template?

It possesses several key features to effectively guide organizations through transitions:

The template covers all essential aspects of change management. From initial planning to implementation and evaluation, no critical elements are overlooked.

  1. It is adaptable to various types and scales of change, allowing customization to fit specific projects and organizational needs.
  2. Clear and easy to understand, with concise instructions and explanations to facilitate smooth use.

Change Management Strategy Methodology

A well-organized layout, logical structure, and user-friendly design make it accessible to users of different backgrounds and roles.

Incorporate proven change management principles and methodologies, reflecting industry best practices.

  1. It emphasizes the identification and engagement of stakeholders, as their support is crucial for successful change adoption.
  2. Include mechanisms to identify potential risks and provide strategies to address them proactively.

A strong emphasis on defining measurable outcomes and evaluation methods helps assess the change’s effectiveness.

Additional resources like templates, checklists, and guidelines can complement the main template and enhance its utility.

Related Template: Strategy Action Plan Template

7 R’s of Project Change Management Strategy

The 7 R’s of Change Management are a set of key factors that are crucial for effectively implementing change within an organization. Each “R” represents a critical element that is considered during the change process:

  1. Reason – Clearly communicate the reason or rationale behind the change to build understanding and support among employees.
  2. Resistors – Identify potential resistors or barriers to change and develop strategies to address their concerns and gain their buy-in.
  3. Resources – Adequate resources, including financial, human, and technological, are available to support the change initiative.
  4. Roles – Define the roles and responsibilities of individuals and teams involved in the change process to promote clarity and accountability.
  5. Rewards – Establish appropriate incentives and recognition mechanisms to motivate employees and reinforce behaviors during the change.
  6. Risks – Identify and assess potential risks associated with the change and develop risk mitigation strategies to minimize negative impacts.
  7. Review – Continuously monitor and evaluate the progress of the change initiative, making necessary adjustments – its success.

By considering these 7 R’s, organizations improve their change management efforts, increase the likelihood of successful change adoption, and create a positive and adaptive work culture.

key components of a change management strategy

Leadership alignment

Stakeholder engagement


Change impact and readiness


Organizational design

Get buy-in from stakeholders

Track the progress of the change

Make adjustments as needed

Define the scope of change

Types of Change Management Strategy Template

There are several types of Change Management Plan templates, each tailored to specific types of changes or projects.

Technology Change Strategy Management

Focus on managing changes related to the implementation or upgrade of technology systems, software, or hardware within an organization.

Organizational Change Plan Template

Design to address changes in the organizational structure, culture, or processes, such as mergers, acquisitions, or reorganizations.

Process Change Management Plan

Geared towards improving or redesigning business processes to increase efficiency, productivity, and quality. Integrate into project management efforts to handle changes that arise during the course of a specific project.

Crisis Change Management Template

Developed to manage changes during crisis situations, such as natural disasters or unexpected emergencies.

Strategic Change Management Plan

Focuses on aligning changes with the organization’s long-term strategic goals and objectives. Ongoing, incremental improvements within an organization, to foster a culture of continuous learning and progress.

Each type of Change Management Plan template is unique. All challenges and considerations are associated with the specific type of change to effectively guide the organization through successful transitions.

Change management policy template

Organization Name’s Change Management Policy

  • Purpose – The Change Management Policy outlines the guidelines and procedures for managing changes within [Organization Name].

Its purpose is to make a systematic and controlled approach to implementing changes that minimize disruptions, and risks. It enhances the organization’s adaptability to evolving requirements.

  • Scope –This policy applies to all employees, contractors, and stakeholders involved in implementing changes within [Organization Name].
  • Policy Statement – [Organization Name] is committed to the development of a culture of change readiness and continuous improvement.
  • Responsibilities – Roles, and responsibilities of key stakeholders are involved in change management. It is clearly defined and communicates effective coordination and collaboration.
  • Change Categories – Different types of changes and their classification is outlined to facilitate appropriate change handling and resource allocation.
  • Change Approval -A change approval process is followed, and changes are evaluated for their impacts and alignment with strategic objectives.
  • Communication and Training – Clear and timely communication, along with adequate training, is offered to all affected parties to support successful change adoption.
  • Monitoring and Evaluation – A mechanism for monitoring and evaluating the effectiveness of implementing changes are established to promote continuous improvement.
  • Exceptions – Procedures for handling exceptions to the Change Management Policy is defined and documented.

This policy is subject to regular review and update as important to reflect evolving best practices and organizational requirements.

Change control template Excel

A Change Control in Excel is a spreadsheet-based tool that facilitates the management and tracking of changes within a project or organization. It comes with columns to capture essential information about each change request, such as:

  • Change Request ID – A unique identifier for each change request.
  • Description – A brief description of the proposed change.
  • Requester – The person or team requesting the change.
  • Priority- The priority level assigned to the change (e.g., low, medium, high).
  • Status –The current status of the change request (e.g., pending, approved, rejected).
  • Impact Analysis – An assessment of the potential impact of the change on various aspects of the project or organization.
  • Implementation Plan – Details on how the change is executed and any associated resources or timelines.
  • Approval – The approval status and details of the individuals or committees involved in the approval process.
  • Closure – Indicating whether the change request was implemented and successfully closed.

Using an Excel-based Change Control streamlines the change management process, and centralizes information. It allows for easy sorting, filtering, and analysis of change requests for efficient decision-making and tracking.

Project Change Management Template Excel

IT change management Strategy Template

A customized document that outlines the procedures and guidelines for managing changes within the IT environment of an organization. It includes sections such as:

  • A standard form to capture essential details of each change request, including description, impact analysis, risk assessment, and required resources.
  • Clearly define steps and criteria for reviewing and approving change requests to ensure they align with business objectives and IT policies.
  • Details on how changes are executed, tested, and deployed to minimize disruptions and the stability of IT services.
  • Outlining the communication strategy to inform stakeholders, users, and IT teams about upcoming changes and their impacts.
  • A contingency plan to revert changes in case of unexpected issues or adverse effects.
  • A process to assess the success of implementing changes and identify areas for improvement.

This template streamlines the change management process, enhances accountability, and supports the smooth integration of changes into the IT infrastructure while maintaining service quality and minimizing risks.

How to Use This Change Plan Template for Excel?

To effectively use the Change Management Template for Excel, follow these steps:

  • Download the template and customize it to suit your organization’s needs by adding relevant columns or modifying existing ones.
  • Enter each change request into the spreadsheet, providing all necessary details, such as description, requester, priority, and impact analysis.
  • Track the approval status of each change request and the individuals responsible for approving them.
  • Use the template is to develop details implementation plans for approves changes, including timelines, resources, and testing procedures.
  • Utilize the template to plan and execute communication strategies, ensuring stakeholders are informed of changes and their impacts.
  • Regularly update the status of change requests, monitor their implementation progress, and mark them as closed upon successful completion.
  • Leverage Excel’s sorting and filtering capabilities to analyze change data and generate reports on change management effectiveness.

Check out the project implementation plan template as a related template.

By following these steps, the Excel-based Change Management Strategy Template is easy to streamline your change management process. It also enhances collaboration, and ensures the successful implementation of changes within your organization.

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