Project name:

Project manager:

   Title:

   Organization:

   Email:

   Work phone:

   Cell phone:

Primary Sponsor:

   Title:

   Organization:

   Email:

   Work phone:

   Cell phone:

Change Management Team:

Member:

Email:

Phone:

Projects:

Phase 1 checklist – Preparing for change

1

q   Identified change characteristics (assessed the size and nature of the change)

q   Assessed the readiness of the organization for change

q   Developed a change management strategy including team model and sponsor model

2

q   Identified change management team members

q   Assessed team competencies

q   Trained change management team

3

q   Identified sponsors and stakeholders

q   Assessed sponsor capabilities to manage change

q   Provided required training for sponsors

Phase 2 checklist – Managing change

1

q   Developed communications plan

q   Developed coaching plan

q   Developed sponsor roadmap

2

q   Developed training plan

q   Developed resistance management plan

q   Developed overall change management plan

3

q   Integrated change management plan with project activities

q   Implemented plans

q   Tracked progress and addressed implementation issues

Phase 3 checklist – Reinforcing change

1

q   Gathered feedback from employees

q   Audited compliance with the change

q   Analyzed feedback and compliance data

2

q   Identified root causes of resistance

q   Developed corrective actions

q   Enabled sponsors and coaches to manage resistance

3

q   Implemented corrective actions

q   Celebrated successes and early wins

q   Conducted after-action review of overall change management program

Rank each level based on their overall position in the ADKAR model (read more about ADKAR). Use a scale of 1 (i.e., no awareness) to 5 (i.e. complete awareness). This exercise can be repeated throughout the change to guide your activities and plans.

Date:

A

D

K

A

R

Executive level

Mid-level managers

Employees

Change characteristics profile

Completed:

X

By:

Date:

Score/Notes:

Organizational attributes profile

Completed:

X

By:

Date:

Score/Notes:

Team assessment

Completed:

X

By:

Date:

Score/Notes:

Sponsor assessment

Completed:

X

By:

Date:

Score/Notes:

Change management strategy

Completed:

X

By:

Start date:

Notes:

End date:

File location:

Rank each level based on their overall position in the ADKAR model. (read more about ADKAR). Use a scale of 1 (i.e., no awareness) to 5 (i.e. complete awareness). This exercise can be repeated throughout the change to guide your activities and plans.

Date:

A

D

K

A

R

Executive level

Mid-level managers

Employees

Communications plan

Completed:

X

By:

Start date:

Notes:

End date:

File location:

Sponsor roadmap

Completed:

X

By:

Start date:

Notes:

End date:

File location:

Training plan

Completed:

X

By:

Start date:

Notes:

End date:

File location:

Resistance management plan

Completed:

X

By:

Start date:

Notes:

End date:

File location:

Coaching plan

Completed:

X

By:

Start date:

Notes:

End date:

File location:

Master change management plan

Completed:

X

By:

Start date:

Notes:

End date:

File location:

Rank each level based on their overall position in the ADKAR model (read more about ADKAR). Use a scale of 1 (i.e., no awareness) to 5 (i.e. complete awareness). This exercise can be repeated throughout the change to guide your activities and plans.

Date:

A

D

K

A

R

Executive level

Mid-level managers

Employees

Employee data-gathering and auditing compliance

Completed:

X

By:

Start date:

Notes:

End date:

File location:

Corrective action plan

Completed:

X

By:

Start date:

Notes:

End date:

File location:

After-action review

Completed:

X

By:

Start date:

Notes:

End date:

File location: