Organizational Change Management Plan Template

					The purpose of this Organizational Change Management Plan Template is to aid an
organization in the planning for change. This template will assist an organization in
defining key organizational change details such as the change objectives,
communication and marketing methods, team structure, change milestones, evaluation
methods, and potential problems or identified concerns. Additional language may be
added to by the user to fit the specific needs of the company. This plan should be used
by small businesses to aid in the planning for organizational change.
                                          Company Name or Logo




       Organizational Change Management Plan
                                                 April 30, 2013


     (This Organizational Change Management Plan Template is used to define details for planning an
     organizational change. Instructions for completing this template are provided in gray text and enclosed
     in brackets. Highlighted text should be replaced with your own information. Some sections may also
     include examples, which will be in black, italicized text. All gray and italicized text should be deleted
     prior to publishing this document.)




Change Date    Created By        Approved           Version #     Description



     (As changes are made to this template, update the table above to reflect the date of the change, who has
     made the change, the approver, the version number, and a short description of the change.)




     © Copyright 2011 Docstoc Inc.                                                                 2
Table of Contents
1.   Introduction ........................................................................................................................................... 4
  1.1 Purpose of This Document ................................................................................................................ 4
  1.2 Who is Responsible for this Document? ........................................................................................... 4
2. Organizational Change Overview ......................................................................................................... 4
  2.1 Organizational Change Project Name ............................................................................................... 4
  2.2 Organizational Change Sponsor ........................................................................................................ 4
  2.3 Organizational Change Team Champions ........................................................................................ 5
3. Organizational Change Details ................................................................................................................ 5
  3.1 Organizational Change Objectives .................................................................................................... 5
  3.2 Organizational Change Communication/Marketing Methods .......................................................... 5
  3.3 Schedule ............................................................................................................................................ 6
  3.4 Evaluation Methods .......................................................................................................................... 6
  3.5 Potential Organizational Change Problems/Concerns ...................................................................... 6
4. Signatures................................................................................................................................................. 7
Appendix A: Documentation ........................................................................................................................ 8
Appendix B: Definitions and Acronyms ....................................................................................................... 9




(The Table of Contents must be updated to reflect the involved parties. To update the Table of Contents,
right-click on the table of contents, and a pop-up menu will appear. Click on the “Update Table” option.
A pop-up box will appear, allowing you to choose to update the entire table (text and page numbers) or
only update the page numbers. Click the appropriate radio button, and click the “OK” button. The Table
of Contents should automatically be updated. Please note that only the text that has the “Level 1,”
“Level 2,” or “Level 3” styles applied will be displayed in the Table of Contents.)




© Copyright 2011 Docstoc Inc.                                                                                                                3
1. Introduction
1.1 Purpose of This Document
(Define the purpose of this document. Explain who would be interested in this document, why this
document should be used, and when.)

The purpose of this document is to detail the Organizational Change Plan for the company-wide
transformation from a functional team-based to a project team-based environment. This
Organizational Change plan provides an overview of the change to include the project name, the
Change Sponsor, and Change Team Champions, and change details to include the change
objectives, communication/marketing methods, change schedule, evaluation methods, and
potential problems and/or concerns. Each employee within the company will be affected by this
change and will have access to this document for reference.

1.2 Who is Responsible for this Document?
(Define the responsible person for this document, if approvals are required, and when, if any. deviations
are allowed.)

The Change Leader assigned to this Organizational Change Project is responsible for the creation
and maintenance of this Organizational Change Management Plan. Questions regarding this
document should be directed to the assigned Change Leader. The Organizational Change
Management Plan will be reviewed and approved by the Change Sponsor. No deviations form
this plan will be allowed without approval from the Change Sponsor.

2. Organizational Change Overview
[Provide a high-level overview of the change to take place, the rationale behind the change, and the
phases of the change as required.]

Company ABC has determined that to continue to operate in a competitive manner, it must
revise its organizational structure. Currently, the company operates with functional areas
completing its portion of a project and then handing its work off to another functional team with
very little interaction, if any. The goal of this organizational change is to move toward a project
team environment in which members of each functional area work as a team to complete a
project in the same physical location and with extensive interaction.

2.1 Organizational Change Project Name
[Provide the title of the Organizational Change Project]

Update Organizational Structure

2.2 Organizational Change Sponsor
[Provide the Sponsor’s name and contact information]

John Smith, VP – Human Resources
jsmith12@your company.com,


© Copyright 2011 Docstoc Inc.                                                                 4
555-555-5555

2.3 Organizational Change Team Champions
(List the Organizational Change Team Champions, those who will be the voice of the change, and their
contact information.)

      Change Leader                Jane Smith
                                   jsmith13@your company.com,
                                   555-555-5555
      Full-Time Core               Champion 1 – Fred Smith, Production
      Champions
                                   Champion 2 - Dennis Smith, Engineering
                                   Champion 3 - Evan Smith, Sales
                                   Champion 4 - Dale Smith, Human Resources
      Subject Matter Experts       SME 1 – Carla Smith – Packaging Design
                                   SME 2 - Betty Smith – Marketing
                                   SME 3 - Sky Smith – Organizational Change

3. Organizational Change Details
3.1 Organizational Change Objectives
(List the main objectives of the organizational change.)

The objectives of transforming the current organizational structure from functional-based to
project team-based are:
 Better communication among functional areas
 Maintain competitive edge
 Reduce re-work time and effort due to lack of communication

3.2 Organizational Change Communication/Marketing Methods
(List the primary communication and marketing methods, tool, and techniques needed for the
organizational change.)

The primary communication and marking tools and techniques to be used for this organizational
change include:
   Planning meetings with each functional area to ensure they have input into the change
   Company-wide e-mails detailing changes and next steps
   Posters showing current and future organizational charts
   Lunch-and-learn sessions




© Copyright 2011 Docstoc Inc.                                                                5
3.3 Schedule
(Provide a high-level milestone list with an estimated time of completion for each milestone.)

The following represents key milestones with estimated time for completion and target dates:
Milestone                                   Estimated Time for Completion                  Target Dates
Phase 1 - Develop Organizational Change Plan         1 month                         1/1/11 – 1/31/11
Phase 2 - Hold Planning Meetings                     2 months                      2/28/11 – 3/31/11
Phase 3 - Hold Answer/Question Sessions              2 months                        4/1/11 – 5/31/11
Phase 4 - Physically Move Employees                  1 month                         6/1/11 – 6/30/11

3.4 Evaluation Methods
(Provide information detailing how the organizational change progress will be evaluated.)

Evaluating this change will be an ongoing process. For each phase of this change, a baseline will
be set the day the phase begins. Following the completion of each phase, the status of each
deliverable will be collected, updated, and analyzed for any variances from the baseline. If any
variance is discovered, a plan will be developed to correct the variance. Once all deliverables are
met in the phase, the progress will be validated by the Change Leader and the Change Sponsor.

3.5 Potential Organizational Change Problems/Concerns
(Provide information pertaining to any anticipated problems or concerns related to the planned
organizational change.)

There are two problems or concerns that may affect the transition from functional teams to
project teams in Company ABC:

-   Employees may feel this change is a threat
-   Organizational culture is resistant to change




© Copyright 2011 Docstoc Inc.                                                                    6
4. Signatures
(Provide a signature area for the Change Sponsor and Change Leader to both accept and agree to this
document.)

The signatures below signify acceptance of this Organizational Change Management Plan by
both the Change Sponsor and Change Leader. Any alterations to this document will result in a
version change and new signatures. The most recent version will represent the active document.


_________________________________________________________
(Change Sponsor)                              (Date)



_________________________________________________________
(Change Leader)                               (Date)




© Copyright 2011 Docstoc Inc.                                                             7
Appendix A: Documentation




© Copyright 2011 Docstoc Inc.   8
Appendix B: Definitions and Acronyms




© Copyright 2011 Docstoc Inc.          9

				
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Description: The purpose of this Organizational Change Management Plan Template is to aid an organization in the planning for change. This template will assist an organization in defining key organizational change details such as the change objectives, communication and marketing methods, team structure, change milestones, evaluation methods, and potential problems or identified concerns. Additional language may be added to by the user to fit the specific needs of the company. This plan should be used by small businesses to aid in the planning for organizational change.