Elements of a Change Management Plan

Successful change occurs when both the actual change and the impacts of the change to people are managed.  Projects to implement change without a concerted effort to manage the people impacts often fail.

When writing a detailed Change Management Plan, make sure the following elements are covered:



Strategy

• Objectives
• Expected Outcomes
• Methodology
• Budget

Readiness

• Questionnaire
• Impacts
• Willingness and appetite for change
• Risks and Opportunities
• HR

Business Discipline

• Sponsorship
• Buy-In 
• Engagement Plan including Roles & Responsibilities, Change Agents and Coaches, Challenges and Resistance
• Job and Business Process Change
• Human Impacts to Individuals
• Long-term Governance 
• Performance Measurements 
• Roles and Responsibilities
• Timeline and Costs

Execute Change

• Communication
• Documentation, Tools & Templates
• Training & Education

Long-Term Sustainment

• Metrics and Reporting
• Satisfaction and Feedback
• Course Correction
• On-going Reinforcement
• Celebration and Thanks

Refer to tips on the Change Management Life Cycle within an overall project and how to Manage Change within a project.