Change management tools

Module 1	Pre-Initiation	Unit 1 Getting started with a migration	Unit 2 Pre-initiation downloads
Module 2	Project management	Unit 1 Overview of project management	Unit 2 Setting the scope	Unit 3 Projecting staffing resources	Unit 4 Planning for time	Unit 5 Ensuring quality outcomes
Module 3	Change management	Unit 1 Change management tools
Module 4	Staffing	Unit 1 Staffing tools	Unit 2 Supplementary staffing resources
Module 5	Business process analysis	Unit 1 Business process analysis tools	Unit 2 Supplementary business process analysis tools
Module 6	Requirements	Unit 1 Requirements tools	Unit 2 Supplemental requirements resources
Module 7	Data cleansing and migration	Unit 1 Data cleansing and migration tools
Module 8	Testing	Unit 1 Testing tools
Module 9	Training	Unit 1 Training tools
Module 10	All toolkit downloads	Unit 1 Downloads

Change management focuses on the people side of change and constitutes a critical process in achieving project outcomes through stakeholder awareness and engagement. Change management involves the application of processes and tools to help stakeholders understand the need for change, the risk of not making a change, and how to prepare for and embrace change. Managing stakeholders through a change results in a smoother transition, with quicker adoption and greater utilization.

Planning for change involves clearly defining the business need for change, identifying contributors and obstacles to success, engaging stakeholders and building a coalition of advocates. This process typically requires building communications strategies, anticipating and managing resistance, developing an efficient and effective training plan, and identifying reinforcement strategies to sustain the change. Access these tools to help you prepare your stakeholders for anticipated changes your project will bring. To access more supporting materials for planning staff for change, see the “training” category page.

Change management tool downloads

Analyze stakeholders

Stakeholder analysis constitutes a critical element in aligning key stakeholder expectations with the project’s purpose and establishing a common understanding of the project outcomes. The workbook should be used to identify key stakeholders and their relationship to the project.

Stakeholder Analysis Workbook

Plan and account for change

This workbook walks users through the change management activities needed to assist stakeholders through the transition from the existing system to the new one.

Change Management Planning Workbook

Plan communication messages and activities

A communications plan is a document that outlines the intended communications approach and guides communication activities for a particular project or initiative. Communications planning helps ensure that key messages reach intended audiences.

Communications Plan Template