Change management plan

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• Name of the change

  For example: Move from spreadsheets to the new order system

• Organisation or team

  For example: Alder Supplies, Sales and Warehouse

• Sponsor

  For example: Sofia Marin, Managing Director

• Change lead

  For example: Hamza Idrissi

• Go-live date

  For example: 1 March 2028

• Why we are changing

  For example: Orders are typed twice and about 1 in 25 has a mistake. The new system removes the double entry and shows stock live.

• What will be different

  For example: Orders are entered once in the new system. Spreadsheets stop on 1 March. Stock is checked on screen.

• Who is affected and how much

  For example: Sales team (8 people): high, new daily tool Warehouse (12): medium, scan instead of paper Finance (3): low, new invoice export Customers: low, new order confirmation email

• Concerns and risks

  For example: Fear of extra work, slow scanners, mistakes during the first week.

• Communication plan

  For example: January: all-hands talk on why and when February: weekly email update, demo to each team Go-live day: message from the sponsor After: weekly tips for a month

• Training and support

  For example: Two hours of hands-on training per group in February. One champion per team. Help desk open 7:00 to 18:00 for the first 4 weeks.

• How we will know it worked

  For example: Order errors below 1 in 100 after 3 months 90 percent of staff using the system daily after 4 weeks Staff survey at 6 weeks, target 4 out of 5

• Fallback if it goes wrongoptional

  For example: Keep the spreadsheets read-only for 4 weeks. Decide on 15 March whether to go back.

1. 11. Why we are changing
2. 22. What will be different
3. 33. Who is affected
4. 44. Concerns and risks
5. 55. Communication plan
6. 66. Training and support
7. 77. How we will know it worked
8. 88. Fallback
9. 99. Review
10. 10Approval

1. 01

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3. 03

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What details does this template ask for?

The form asks for 13 details, starting with Name of the change, Organisation or team, Sponsor, Change lead, Go-live date. 1 more are optional.

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Does a security policy make us secure?

No document does that alone. A policy helps when it matches what people really do, so keep it short, explain it to your team and review it every year.

Is a project charter only for large projects?

No. A small project benefits too, because one page that names the goal, the limits and the decision maker prevents most arguments later.

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