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January 13, 2021

Checklist Template for Your Change Management Process

Change Management Process

Let us not trick ourselves: change management can be complex. There are many stakeholders to manage, many tools to use, many users who could be impacted, many processes who might need updating, many communications to plan and many plans to communicate, many interactions and interfaces, and many people to deal with, so many of them! There is plenty to consider and forgetting just one of these can ruin your change management effort. After all, change management is not just about communication or just about training but about the systematic and consistent processes, tools, and techniques that facilitate change. Not just planning change but ensuring that it sticks!

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Change Management Process Checklist, change management process
Change Management Checklist

Change Management Process Checklist

Due to the numerous aspects to consider and to make sure that nothing is forgotten, try using a process checklist. Checklists are powerful tools and the more detailed the better. However, it is fundamental that the checklists are not just used as a tick-box exercise – you should put sufficient thinking and preparation when going through each of its items!

As a minimum a Change Management Process Checklist should include information about the following:

Change Planning: 

this section includes details about the case for change, resources required, the change management plan and timescales, the change objectives and definition of to-be state, or the change impact assessment, amongst others.

Change Engagement: 

engagement is a key part in the management of change thus it is no wonder that there is a section just for it. It should detail who is going to sponsor the change internally, which stakeholder groups are going to be impacted, how do they feel about the upcoming change, and what the communications and engagement plan looks like. As importantly, it should check if there are mechanisms in place to address resistance to change.

Change Implementation: 

this section refers to the actual delivery of change and therefore it contains aspects such as process updates, training of end-users, and the monitoring of the execution of the change management plan.

Change Reinforcement: 

it’s not enough to deliver change, it also needs to be reinforced if it is to be successfully embedded in the culture and day-to-day of the organisation. Therefore, this section captured the details about the plans and vehicles available for reinforcement, such as future training, coaching, or the existence of change champions in the various departments of the organisation.

Change Evaluation: 

we won’t know if we have been effective in our change efforts unless we evaluate the change intervention. This evaluation should be carried out at the process level as well as at the outcome level. By doing so, lessons can be learned for future change endeavors and the new to-be state of change can be validated against defined key performance indicators. Ultimately, this set of checks will allow us to respond to the question “how do we know we got there?”.

Advantages of the Change Management Process Checklist

Checklists can be used at any point in the change project and serve as a fantastic tool for self-assessment, enabling individuals to identify their areas of strength and areas for improvement. In such a situation, checklists are created by a corporate Change Management department who will set the standards for change management and, in this way, enable consistency on how change is managed in the organization and by the various projects. Yet, the key purpose of the Change Management Process Checklist is to ensure that no steps fall through the cracks, that is, the checklist should be action-oriented. If any of the checks is not fulfilled, it should be addressed as soon as possible, rather than skipped. After all, the robustness of the change management process is translated into the change management process checklist. Do take your time to go through each step, don’t rush it!

Checklists are great to navigate complex systems or processes thus ideal for change management. At the end of the day, the purpose of the checklist is to make your work and life easier, not to slow you down. It should give you the joy of removing items from your to-do list – that amazing feeling of confirming that you have done everything you were supposed to do, no critical step left behind. Checklists are for getting things done – now, let us get that change done, shall we?

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