# Change Management Plan Template Source: https://nerix.ai/templates/change-management-plan Plan how people will be told, trained and supported through a big change, and how you will know it worked. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/change-management-plan) ### Change management plan **Change:** Move from spreadsheets to the new order system **Organisation:** Alder Supplies, Sales and Warehouse **Sponsor:** Sofia Marin, Managing Director **Change lead:** Hamza Idrissi **Go-live date:** 1 March 2028 ## 1. Why we are changing Orders are typed twice and about 1 in 25 has a mistake. The new system removes the double entry and shows stock live. ## 2. What will be different Orders are entered once in the new system. Spreadsheets stop on 1 March. Stock is checked on screen. ## 3. Who is affected 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 ## 4. Concerns and risks Fear of extra work, slow scanners, mistakes during the first week. ## 5. Communication plan 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 ## 6. Training and support 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. ## 7. How we will know it worked 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 ## 8. Fallback Keep the spreadsheets read-only for 4 weeks. Decide on 15 March whether to go back. ## 9. Review The change lead reports progress to the sponsor each week until 4 weeks after go-live, then at 3 months. Feedback from staff and customers is collected and acted on, and the plan is updated as we learn. ## Approval **Sponsor (Sofia Marin, Managing Director):** ______________________ **Change lead (Hamza Idrissi):** ______________________ Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. IT and projects ## What this template is for A change management plan for moving people and teams through a new system or way of working. Covers impact, communication, training, support and measures. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all IT and projects templates](https://nerix.ai/templates/it-projects) IT and projects ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### 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 wrong optional For example: Keep the spreadsheets read-only for 4 weeks. Decide on 15 March whether to go back. IT and projects ## What is inside The parts of this document, in order. - 1 1. Why we are changing - 2 2. What will be different - 3 3. Who is affected - 4 4. Concerns and risks - 5 5. Communication plan - 6 6. Training and support - 7 7. How we will know it worked - 8 8. Fallback - 9 9. Review - 10 Approval Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=change-management-plan) ### Was this template helpful? IT and projects ## Questions people ask ### 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. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these IT and project templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### 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. Templates ## More in IT and projects - [API integration specification Specify how two systems connect: what data moves, how it is secured, how errors are handled and who owns it. 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