Produces a structured change management plan — because most change initiatives fail not because the change is wrong, but because people aren't brought along with it.
Ask the user for these if not provided:
Change sponsor: [Executive owner] Change manager: [Who is running this] Go-live date: [Date] Affected population: [N people, N teams/locations]
From (current state): [Specific description of today's situation] To (future state): [Specific description of what changes] Why this change is happening: [Honest explanation — people adopt change faster when they understand the real reason] What stays the same: [Explicitly naming what is NOT changing reduces anxiety]
| Stakeholder group | Size | Impact level | Current sentiment | What they need |
|---|---|---|---|---|
| [Group] | [N] | High/Med/Low | Supportive / Neutral / Resistant | [Specific concern or need] |
Key influencers to engage early: [Name the informal leaders, respected voices, and early adopters who can help. And the resistors who need direct attention.]
| Area | Impact | Severity | Action needed |
|---|---|---|---|
| Daily workflow | [What changes day-to-day] | High/Med/Low | [Training / support / redesign] |
| Systems or tools | [What tools are affected] | ||
| Roles and responsibilities | [Any role changes] | ||
| Processes | [Process changes] | ||
| Metrics and targets | [Any KPI changes] |
Core message: [The 1-sentence summary everyone should understand and remember]
| Audience | Message focus | Channel | Timing | Owner |
|---|---|---|---|---|
| All staff | [Why this is happening + what to expect] | All-hands / Email | [T-6 weeks] | Sponsor |
| Managers | [How to support their teams] | Manager briefing | [T-5 weeks] | Change manager |
| Directly affected teams | [What changes for them specifically] | Team meeting | [T-4 weeks] | Line manager |
| [Other group] | [Tailored message] |
Communication principles:
| Audience | Training type | Timing | Duration | Delivery | Owner |
|---|---|---|---|---|---|
| [Group] | [e.g. Hands-on system training] | [T-2 weeks] | [2 hours] | [In-person / online] | [Owner] |
Go-live support:
Anticipated resistance sources:
| Concern | Who holds it | Root cause | Response |
|---|---|---|---|
| [e.g. "This will increase my workload"] | [Middle managers] | [Loss of autonomy] | [Specific action to address] |
Resistance management principles:
| Metric | Baseline | Target | Measurement point | Owner |
|---|---|---|---|---|
| [System usage rate] | [0%] | [80%] | [30 days post go-live] | [Owner] |
| [Process compliance] | [X%] | [Y%] | [60 days] | [Owner] |
| [Staff confidence score] | [Survey score] | [Target] | [90 days] | [Owner] |
Adoption milestones: