Free Change Management Templates For Every Step

November 2, 2023
4 minute read

Change management is a challenging but essential process that can greatly benefit your organization when executed effectively. Mishandling can lead to confusion, decreased productivity, and even employee turnover. 

To avoid these pitfalls, utilizing change management templates can prove to be beneficial. These templates provide structure and guidance at each stage of the change management journey, helping you streamline the process and ensure all necessary documentation is in place. 

Let’s dive into some of the key stages of change management and the templates that can help you jump them off.


Change Management Diagnostic Tool

Before embarking on any change initiative, it is important to have a clear understanding of which part of your organization to target. This will ensure that your efforts are focused and yield the most positive impact. By properly identifying your area of focus, you can allocate your resources in a more efficient and effective manner. 

One useful change management framework that can assist in this process is the McKinsey 7S model. It provides a comprehensive approach to assessing various elements within your organization and helps you identify areas that require attention. By using a questionnaire to gather feedback from employees across different levels and departments of the organization, you can gain valuable insights and ensure that your change efforts are targeted toward the right areas.

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Change Management Diagnostic Tool Template


Change Readiness Assessment Template

Once you’ve identified the area of your organization that has the potential to create the most impact through a change campaign, it's time to take the next crucial step - assessing the readiness of your organization for this change. This step is essential as it allows you to gauge the level of preparedness within your organization and make necessary adjustments before initiating any changes.

In this template, we outlined factors that can be considered to assess change readiness. They revolve around three general categories: Alignment, company capacity, and employee attitudes.

Information needed to fill this up can be gathered in different ways –company employee surveys, research and observation, or interviews. It’s advisable to combine quantitative and qualitative methods to get the best results. 

By filling this out, you can get an overview of which areas may need to be rectified, and which areas are good to go.

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Change Readiness Assessment Template.

By evaluating your organization's change readiness, you can ensure that your efforts are aligned with the current capabilities and culture of your organization, increasing the chances of a successful change implementation.


Change Management Key Performance Indicators

When embarking on a change management campaign, it is crucial to have a clear vision of what success means to you and your team. Having a clear vision of what success looks like is a crucial first step in any endeavor. It gives you direction and purpose and allows you to effectively communicate your goals to your team. 

By establishing specific goals and objectives, you can effectively track your progress through Key Performance Indicators (KPIs). These KPIs will vary depending on the nature of the change you are implementing. For instance, if you are introducing a new process, a measurable indicator of success could be the percentage of your team that can seamlessly perform the new tasks. By setting measurable targets, you can motivate and encourage your team to embrace the change and work towards achieving the desired outcomes.

Here’s a template that outlines potential KPIs around budget, timeline, quality, customer satisfaction, employee satisfaction, or creativity.

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Change Management KPIs Template


Change Implementation Roadmaps

Once you’ve established your image of success, you can begin planning how you want to go about achieving them. As with any project, a change implementation roadmap is essential to ensure that your vision becomes a reality. This roadmap outlines the steps and milestones that need to be achieved along the way, providing a clear path forward.

Here’s a template you can use to track the progress of your change management initiative and your milestones.

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Change Implementation Roadmap Template

A more efficient way of doing this is by using Workamajig, the project management tool built for creative teams and agencies. Workamajig is equipped with sophisticated and flexible project management and collaboration features that will help you stay on top of all your projects.

By consistently monitoring your roadmap and tracking your progress, you can navigate any obstacles or challenges that may arise, and successfully bring about the desired change.


Change Management Communication Plan Template

Creating a comprehensive change management communication plan is crucial for the success of your change management efforts. It allows you to consolidate the message you want to share, ensuring that everyone is on the same page and understands the goals and objectives of the change. 

In this template, you can indicate your change management plan milestone along with the key message you want to deliver to relevant stakeholders. It also provides areas to record the pieces of content you want to create to disseminate the key message, who will deliver it, the channel, the link to the material, and the status of the work. 

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Change Management Communication Plan Template

By clearly defining who delivers the message, you can ensure that it comes from a trusted source and carries the necessary credibility. The frequency of communication is also important, as it helps to reinforce the message and keep everyone informed and engaged throughout the change process. Finally, the way in which you deliver the message is essential in capturing the attention and interest of your audience. Whether it's through town hall meetings, emails, or other communication channels, choosing the right method can make all the difference in effectively conveying your message and driving successful change.


Feedback Gathering

As you execute your change management plans, it is crucial to prioritize the well-being and success of the people involved. Regular check-ins are an essential tool in ensuring that everyone is on track and receiving the support and guidance they need. It’s optimal to incorporate different ways of getting feedback –from company surveys to personal interviews or focus group discussions.

By actively seeking feedback and understanding your team’s challenges, you can address any concerns or obstacles that may arise during the change process. These check-ins also provide an opportunity to celebrate achievements and recognize the hard work of your team.

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Change Management Feedback Gathering Template

Change can be daunting, but with open communication and a supportive environment, you can empower your team to embrace and thrive in the face of change.


Wrapping Up

Change management can certainly be daunting, especially when faced with the challenge of implementing significant changes within an organization. However, it's important to remember that with the right tools and plans in place, success is achievable. 

Utilizing the templates provided in this article can serve as a great starting point for managing change effectively. Additionally, consider leveraging Workamajig, a powerful tool that can further enhance your change management efforts. With its robust features and capabilities, Workamajig can help streamline processes, improve collaboration, and ensure that your change initiatives are executed smoothly. 

Embrace these resources and approach change management with confidence – you have what it takes to succeed.

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