The Business & Finance
Strategic Partnerships Approach to
Change Management:
“Toolkit”
Communicate
Do
Plan
Check
Act
Change Management Training 2004
Catherine Lilly
Sue Eklund
Communicate
Diane Brown
Tara Sullivan
BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 4 – Basic Components of Project Planning
TEAM ESSENTIALS: Charge to the Team (Template)
Committee NAME
Mission Statement and Membership Roles/ Responsibilities
Charge
Membership
Team Reports To:
Phases and Tasks:
Phase I:
Phase
BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 4 - Basic Components of Project Planning
TEAM ESSENTIALS: Roles and Responsibilities (Template)
Role on Project
Project Lead
Change
Management
Lead
Team
Member
Responsibilities
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Sub-Project
Team
Measures of
Success
BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 4 - Basic Components of Project Planning
PROJECT MILESTONES
Date
1
Pilot Begins
Pilot Ends
Lessons learned incorporated into
Project Plan
Milestone
Milestone
Milestone
Milestone
Milestone
Milestone
Milestone
Milestone
Milestone
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Date
2
Date
3
Date
4
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Date
5
Date
6
Date
7
Date
8
Date
9
Date
10
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BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 4 - Basic Components of Project Planning
PROJECT TIMELINE
Day 1
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Milestone One
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Day 2
Day 3
Day 4
Day 5
Day 6
Day 7
Day 8
Day 9
Day 10
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Task One
Task Two
Task Three
Task Four
Milestone Two
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Task One
Task Two
Task Three
Task Four
Milestone Three
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Task One
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BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 5.3 – Communication Planning
COMMUNICATION PLAN (Template)
Goals:
Audiences:
Messages:
Communication Vehicles:
Spokespeople:
Timeline:
Assessment/Feedback:
BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 5.3 – Communication Planning
COMMUNICATION TIMELINE (Template)
Day 1
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Communication Goal One
Day 2
Day 3
Day 4
Day 5
Day 6
Day 7
Day 8
Day 9
Day 10
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Step One
Step Two
Step Three
Step Four
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Launch Communication
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Communication Goal Two
Step One
Step Two
Step Three
Step Four
Launch Communication
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BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 5.4 - Training Planning
TRAINING (Template)
Groups Affected
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Internal
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External
Training Content
Timeline and Roles/Responsibilities
Group Affected
Assessment of Effectiveness
Training Provided
How and When
Team Member
Responsible
BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 5.5 – Tracking Feedback and Resolving Issues
ISSUE LOG (Template)
Item #
Date
Opened
Requested/
Logged By
Problem/Issue
Priority
Assigned
Date
To
Closed
Status
BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 5.6 – Status Reporting
STATUS REPORTING (Template)
Week Ending:______________________________
Milestone
Date
Milestone
Accomplished?
Major Events and Accomplishments of the Past Week:
Open Issues and/or Concerns:
Slipping Tasks and Activities:
Major Events Planned for the Upcoming Week:
Comments
BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 5.7 – Lessons Learned
LESSONS LEARNED (Template)
What have you learned about the following, and how can these learnings assist you in
improving this project or future projects?
The pilot:
The project in general:
Project management:
Working with the sponsors:
Working with the targets:
Communication:
What went well:
Improvements to be made:
BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING
Section 5.7 – Lessons Learned
CHANGE MANAGEMENT CHECKLIST (Template)
Additional Checklist for
Medium Changes
Basic Check-list for Small Changes
Key Item
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1) Assess Change
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2) Involve and Partner
with Customers
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3)
4)
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Plan Communication
Internal (Organization)
Service Providers
External (Customers)
Plan Training
Internal (Organization)
Service Providers
External (Customers)
Key Question
1) What is the nature of the change and who
will it affect?
2) How will you partner with customers,
service, providers, and staff? And provide
opportunities for input, involvement, and coplanning?
3) How will you communicate about this effort?
Available Tools
 Change Assessment
 Organization Impact
 User Involvement
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Communication Plan Template
Communication Plan Timeline
Communication Continuum
Communication Assessment
Training Plan Template
4) How will you train customers and/or service
providers on the new procedure or skills?
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5) Track Feedback and
Resolve Issues
5) To whom will feedback be directed and how
will they be accountable for response and
resolution?
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6) Report Status
6) To whom and how will status be reported?
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7) Coordinate the Project
Plan with the Change
Management Plan
7)
How will these components (1-6) be
included in the overall plan (to do list) for this
change?
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 Issue Log
 Status Report