Strategic Change Management

Customizing change management programs and initiatives to drive sustained adoption of new ways of working.

Documents included in this package


Level 1 - Core

Assessing the Change Impact on Specified Stakeholder Groups for Prioritizing Activities.

Understanding how an initiative will impact the organization and specific stakeholder groups or people is key to designing effective change management strategies. It helps ... more »

Designing a Communication and Engagement Strategy that Involves Employees and Establishes Trust in the Changes.

Effective communication and engagement strategies employ Fair Process research, which shows that people care not only about an initiative’s outcomes but also about the ... more »

Building an Effective Training Plan that Updates Employee Skills in a Manageable Manner.

An effective training program is essential in ensuring that stakeholders are able to operate in the new ways of working and minimize business disruption. Different stakeholder ... more »

The Change Impact Analysis Template: Identify and Assess how Initiatives Impact the Company.

Identify and Assess how Change Initiatives Impact the Company. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »

The Stakeholder Analysis Template: Identify the Individuals Needed for Successful Change and Their Level of Support.

Identify the Individuals Needed for Successful Change and Their Level of Support. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »

The Communication Plan Template: Define, Structure, and Track Stakeholder Engagements for Successful Change Adoption.

Define, Structure, and Track Stakeholder Engagements for Successful Change Adoption. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »

The Training Needs Assessment Tool: Document New Skills or Knowledge Required for Stakeholder Groups Impacted by Change.

Document New Skills or Knowledge Required for Stakeholder Groups Impacted by Change. Ready-to-Use Tool + Summary. [Download Template & Excel File]... more »


Level 2 - Advanced

Gathering, Analyzing, and Actioning Change Management Data to Clarify Needs and Measure Impact.

Understanding how effective a change management strategy is with different stakeholder groups enables better engagement and the opportunity to adjust activities to better relate with each group. ... more »

Employing Advanced Stakeholder Engagement Techniques to Reinforce the Criticality of the Targeted Change.

When done effectively, stakeholder engagement creates trust with the initiative team, generates honest dialogue to build support for the changes, and reduces the potential for ... more »

Leveraging Advanced Training Approaches that Actively Engage the Populations Impacted by Change.

For initiatives that have a high impact and/or impact a large number of stakeholders, it can be beneficial to diversify training delivery mechanisms to include eLearning and ... more »

The Change Readiness Approach Tool: Define, Measure, and Report Organizational Readiness to Adopt New Ways of Working.

Define, Measure, and Report Organizational Readiness to Adopt New Ways of Working. Ready-to-Use Tool + Summary. [Download Template & Excel File]... more »


Level 3 - Emerging

Evaluating Organizational Change Capacity to Create Change Strategies that Positively Impact Awareness, Acceptance, and Adoption.

Disrupting company culture to create one that embraces change and innovation takes focus, strong leadership, processes and policies that reward the right behaviors, and open and ... more »

Managing the Organization’s Change Portfolio with a Structured and Formally Governed Model.

Organizations almost always have concurring change initiatives, sometimes impacting the same people at the same time. Leading companies not only understand all of their current ... more »

Fostering a Culture that Embraces Change Through Active Employee Engagement and Reinforcing Organizational Mechanisms.

The existing organizational environment is perfectly designed to produce the current behaviors and outcomes, regardless of whether those outcomes are the desired ones. If the ... more »


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