Organizational Change Management Template

What is Organizational Change Management Template?

An Organizational Change Management (OCM) template is a structured framework that outlines the steps, activities, and tasks required to manage organizational changes effectively. The purpose of an OCM template is to ensure that changes are implemented smoothly, minimizing disruption to business operations and ensuring that all stakeholders are informed and aligned.

A typical OCM template typically includes the following components:

  1. Change Request Form: A standardized form used to submit a change request, including details about the proposed change, its impact on the organization, and the expected outcome.
  2. Change Impact Assessment: An assessment of the potential impacts of the proposed change on various aspects of the organization, such as:
    • Business processes
    • Technology infrastructure
    • Stakeholders (e.g., employees, customers, partners)
    • Budget and resources
  3. Change Management Plan: A detailed plan outlining the steps required to implement the change, including:
    • Change objectives and scope
    • Communication strategy
    • Training and support plan
    • Timeline and milestones
    • Risk management and mitigation plan
  4. Stakeholder Analysis: An identification of key stakeholders who may be impacted by the change, including their interests, needs, and expectations.
  5. Change Implementation Plan: A plan outlining the steps required to implement the change, including:
    • Change scope and objectives
    • Timeline and milestones
    • Resource allocation (e.g., personnel, budget)
  6. Monitoring and Control: An ongoing process to monitor the implementation of the change and identify any issues or concerns that arise.
  7. Lessons Learned: A review of the change management process to identify what worked well and what could be improved for future changes.

The OCM template can be tailored to fit the specific needs of an organization, but it typically includes these core components. By using a standardized template, organizations can ensure consistency and efficiency in their change management processes, reducing the risk of disruptions and minimizing the impact on business operations.

Here's a sample Organizational Change Management Template that you can use as a starting point:

Change Request Form

  • Change request ID
  • Change description
  • Business case for the change
  • Expected outcome
  • Impact assessment (high/medium/low)

Change Impact Assessment

  • Process impact (high/medium/low)
  • Technology impact (high/medium/low)
  • Stakeholder impact (high/medium/low)
  • Budget and resource impact (high/medium/low)

Change Management Plan

  • Change objectives
  • Scope of the change
  • Communication strategy
  • Training and support plan
  • Timeline and milestones
  • Risk management and mitigation plan

Stakeholder Analysis

  • Stakeholder identification
  • Interest and needs assessment
  • Expectations and concerns assessment

Change Implementation Plan

  • Change scope and objectives
  • Timeline and milestones
  • Resource allocation (personnel, budget)
  • Communication strategy

Monitoring and Control

  • Ongoing monitoring of change implementation
  • Issue identification and escalation
  • Risk management and mitigation plan

Lessons Learned

  • Review of the change management process
  • Identification of what worked well
  • Identification of areas for improvement

Remember to customize your OCM template based on your organization's specific needs and requirements.

Organizational Change Management Plan

Provide a brief overview of the change, including the business case, objectives, and expected outcomes.

Change Title: Title of the Change Initiative
Change Owner: Name and Position
Start Date: YYYY-MM-DD
End Date: YYYY-MM-DD

  • Objective 1: Description
  • Objective 2: Description
  • Scope: Define the boundaries of the change initiative.

Identify key stakeholders, their roles, and how the change will impact them.

Outline the strategy for communicating the change to stakeholders, including methods, frequency, and content.

Detail the training required for different stakeholder groups to adapt to the change.

Describe the approach to identify, understand, and manage resistance to change.

List the individuals or groups who will act as change agents, promoting and supporting the change.

Milestone 1: Description - Due Date
Milestone 2: Description - Due Date

Explain how the change will be monitored and measured for effectiveness.

Identify potential risks and outline mitigation strategies.

Establish channels for receiving feedback and how it will be addressed.

Prepared By: Name
Reviewed By: Name
Approved By: Name


This template is designed to structure the change management process and ensure a smooth transition. Customize it to fit your organization's needs.

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  • project/templates/organizational_change_management_template.txt
  • Last modified: 2024/07/15 20:19
  • by Henrik Yllemo