Prosci CM Pilot – CM Manager Checklist
CM Manager Checklist
Project name:
Project manager:
Title:
Organization:
Email:
Work phone:
Cell phone:
Primary Sponsor:
Title:
Organization:
Email:
Work phone:
Cell phone:
Change Management Team members:
Member:
Email:
Phone:
Projects:
IMPORTANT NOTE: The change management checklist on the next page follows the
change management process in Prosci’s CM Pilot tool. You can use the checklist to track
your progress and to help you understand the larger framework for managing change. For
more information, go to http://www.change-management.com/cm-pilot.htm.
© 2004 Prosci
Version 4.05.1
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Prosci CM Pilot – CM Manager Checklist
Change Management Checklist
Phase 1 checklist – Preparing for change
1
2
3
‰ Identified change
‰ Assessed the readiness of ‰ Developed a change
‰ Identified change
‰ Assessed team
‰ Trained change management
‰ Identified sponsors and
‰ Assessed sponsor
‰ Provided required training for
characteristics (assessed
the size and nature of the
change)
management team
members
stakeholders
the organization for change
competencies
capabilities to manage
change
management strategy
including team model and
sponsor model
team
sponsors
Phase 2 checklist – Managing change
1
2
3
‰ Developed
‰ Developed coaching plan
‰ Developed sponsor roadmap
‰ Developed training plan
‰ Developed resistance
‰ Developed overall change
‰ Integrated change
‰ Implemented plans
‰ Tracked progress and
communications plan
management plan with
project activities
management plan
management plan
addressed implementation
issues
Phase 3 checklist – Reinforcing change
1
2
3
‰ Gathered feedback from
‰ Audited compliance with
‰ Analyzed feedback and
‰ Identified root causes of
‰ Developed corrective
‰ Enabled sponsors and
‰ Implement corrective
‰ Celebrated successes and ‰ Conducted after-action review
employees
resistance
actions
© 2004 Prosci
Version 4.05.1
the change
actions
early wins
2
compliance data
coaches to manage resistance
of overall change management
program
Prosci CM Pilot – CM Manager Checklist
Phase 1 – Preparing for change
Rank each level based on their overall position in the ADKAR model.
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.
A
D
K
A
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
Date:
By:
Score/Notes:
Sponsor assessment
Completed: X
Date:
By:
Score/Notes:
Change management strategy
Completed: X
By:
Start date:
Notes:
End date:
File location:
© 2004 Prosci
Version 4.05.1
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Date:
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Prosci CM Pilot – CM Manager Checklist
Phase 2 – Managing change
Rank each level based on their overall position in the ADKAR model.
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.
A
D
K
A
Executive
level
Mid-level
managers
Employees
Communications plan
Completed: X
Start date:
End date:
By:
Notes:
File location:
Sponsor roadmap
Completed: X
Start date:
End date:
By:
Notes:
File location:
Training plan
Completed: X
Start date:
End date:
By:
Notes:
File location:
Resistance management plan
Completed: X
By:
Start date:
Notes:
End date:
File location:
© 2004 Prosci
Version 4.05.1
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Prosci CM Pilot – CM Manager Checklist
Coaching plan
Completed: X
Start date:
End date:
By:
Notes:
File location:
Master change management plan
Completed: X
By:
Start date:
Notes:
End date:
File location:
© 2004 Prosci
Version 4.05.1
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Prosci CM Pilot – CM Manager Checklist
Phase 3 – Reinforcing change
Rank each level based on their overall position in the ADKAR model.
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.
A
D
K
A
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
Start date:
End date:
By:
Notes:
File location:
After action review
Completed: X
Start date:
End date:
By:
Notes:
File location:
© 2004 Prosci
Version 4.05.1
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Date:
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