Change Management Glossary
Change Management Glossary
Change Management Glossary
Case for Change Core Tool ‐ The objective for the Case for Change is to unveil the tangible value of the
change at all levels of the organization by:
Change Vision
What is changing and Why do we need to change
Change Benefits
The Case for Change helps you and your leadership partners to clearly identify the change vision, define
what is changing, and why we need to change. It also helps you to articulate the benefits of the change.
Change Approach and Assessment ‐ This provides a holistic view of how major change areas are
integrated across the project lifecycle. Change Approach and Assessment also offers a set of tools that
provide relevant information/ insights to plan appropriate Change Management activities in order to ensure
success.
Change Impact - Change impacts are the effects that change will have on the organization, its people
and their work.
Change Impact Assessment - A Change Impact Assessment is a structured process to capture changes
associated with a project or program as it moves from the 'as is' to the 'to‐be.' The key components
include:
Change Leadership ‐ This provides an approach to build a compelling change platform as well as alignment
with leaders in the organization by identifying tangible value that the change will bring. Change Leadership
also aims to establish a formal structure to manage change activities.
Change Management - Change Management is a proactive and structured approach used to transition
individuals, teams and organizations from a current state to a desired future state.
Change Management Project Plan – This helps you to manage the execution of all of the change activities
to ensure they align with the overall project implementation phases.
Change Network - A Change Network is a formal network of individuals usually called change agents or
change champions. It is selected to help with fostering/ managing change and lays the foundation for
successful transformation at every level of the organization
Change Network Kick Off Sample - The Change Network Kick Off Sample helps you address all the
important agenda items for your Change Network kick off event, including:
Sponsor’s welcome message to provide clarity about and credibility for the change
Change agent introductions listing the specific names of individuals involved
Kick off session goals to provide focus on action items specifications
Timelines to guide action items implementation
Communications to guide Change Agents on how to relay key messages
Change Network Overview to convey the overarching structure of the network
Change Agent roles and responsibilities to guide Change Agents as to what they need to do to
drive the change among employees populations
Change Network Tracker Template - The Change Network Tracker is a MS Excel workbook which
consists of two tabs; A “Change Network Participants” tab, and a “Change Network Tracker” tab.
The “Change Network Participants” tab helps you keep track of who’s who in your Change Network, where
they come from, what meetings they’ve attended and any outcomes from those meetings. The “Change
Network Tracker” tab has columns to enter information about past & upcoming Change Network meetings.
Use this tab to track meeting details such as the meeting name, date, participants in attendance, agenda
topics, presenters, key actions, and finally specific notes or comments.
Change Readiness – The Change Readiness tool is used to assess a program or project’s readiness to
transition from a current state to a future state. It helps project teams assess the current state of people
readiness, and recommends critical deployment activities needed to close any gaps identified across the
organization, its processes and technology.
Change Vision ‐ A Change Vision is a 1‐2 vision statement of a change, which translates the change into
practical terms, and makes it meaningful and relevant for key stakeholders. To build a compelling Change
Vision, you first need to clearly understand what is changing. What is the current state versus the future
state? To be clear, we don’t mean a detailed definition. We mean, that it should be easy for stakeholders to
understand and absorb.
Change Vision Checklist ‐ The Change Vision Checklist will help you to make a comprehensive and clear
vision statement for your program. The Change Vision is extremely important in making a Case for Change
and will serve as your "elevator speech" for the project.
Communications Strategy and Plan ‐ The Communications Strategy focuses on the big picture view of
communication needs and sets direction by:
The Communication Plan is a tactical approach to operationalizing the Communications Strategy by:
Developing and delivering specific, targeted messages for the intended stakeholders and
stakeholder groups
Developing consistent key messages for all stakeholders/groups
Sharing relevant information in a timely manner
Detailed Change Impact Tracker - The Detailed Change Impact Tracker helps you to document the
detailed change impacts to key stakeholders and stakeholder groups. When collecting this detailed data (e.g.
via workshop, interviews, focus groups etc.) engage key individuals (e.g. project team, Subject Matter
Experts who understand the current and future state), and use questions to help identify and understand the
impacts such as:
What will change in the way that people work, in our processes and our technology?
Where is the impact going to take place? When will the impact happen?
Who is affected? How many people?
How will they be affected? What is the magnitude of the impact?
Deployment Readiness Checklist – Use the Deployment Readiness Checklist as the starting point for
identifying deployment activities. As a guide, when using the Deployment Readiness Checklist, ask yourself
3 key questions as seen here in the blue tip box. These questions are:
Is the organization enabled?,
Are the processes ready to support the future state?, and
Is the technical infrastructure addressed?
Detailed Change Roadmap – This helps you to identify the detailed change activities that will be needed.
Detailed Stakeholder Analysis Template - This template is designed to contain the stakeholder data you
obtain from interviews with appropriate individuals, such as your Program Sponsor or Project Manager,
and other key subject matter experts, in order to gather more specific information about your stakeholders.
Be mindful of where you store such data, as it is typically highly sensitive and confidential in nature.
High Level Change Approach - A High-level Change Approach is to organize and ensure all other Change
Management tools and activities are used together in a logical and business-relevant order, to support
transformation and business strategies. The High-level Change Approach tool will help you to establish an
overall change approach for a project, align activities with broader transformation and business strategies,
and understand how change activities can be supported by other parts of the organization.
High Level Change Impact Template - The High Level Change Impact Template is a MS PowerPoint
document which helps you define the high level change impacts as large ‘buckets’ of change which will
occur as the organization moves from the AS to the TO BE state.
This further helps you to prepare the organization for the high level changes while final decisions are being
made.
High Level Change Roadmap – This helps you determine which change activities from the Global Change
Management Toolkit are needed.
Organization Design ‐ Organization Design enables the organization and its people to align to the new or
existing business models and strategies in order to maximize effectiveness in driving new behaviors that
support strategic change and business results.
People readiness assessments – People Readiness is a key component of the Change Readiness Tool.
Your Change Readiness approach should clearly define your audience groups being assessed, the
evaluation criteria for the assessments, and the methods that will be used to perform the assessments.
PepsiCo’s Change Network ‐ Members of PepsiCo's Change Network have been selected to lead change
in their respective programs and/ or geographies. As Change Leads, they help identify integration points
between Sectors, Regions, Functions and projects in order to drive transformational change throughout the
organization.
Readiness Results and Plan template - This template will help you compare and communicate the scores
across each assessment. It will also help you to measure the changes in employee understanding and
perception over time. Further, this will give you insight into how effectively you are mitigating any readiness
risk.
Skills and Knowledge ‐ This provides a framework to assess and implement capabilities and knowledge
requirements for the organization.
Stakeholder Management Strategy and Plan ‐ The Stakeholder Management Strategy provides the big
picture view of stakeholder management and sets direction by:
Identifying stakeholders/ groups that are directly or indirectly affected by the change and/ or can
influence the success of the program/ project
Collecting information about these stakeholders'/ groups' levels of commitment to the project
Effectively managing key stakeholders/ groups
The Stakeholder Management Plan is the tactical approach to operationalizing the Stakeholder
Training Course Outline - Use your Training Needs Assessment as the starting point to develop your
Training Course Outline. It will allow you to prepare for each course, articulate a high level description and a
set of key learning objectives, develop associated activities to build skills, and ensure they are aligned to the
training audience. Finally, the Training Course Outline will help you define what should be the course length
or duration depending upon the delivery format, and in what languages the training should be made
available.
Training Needs Assessment - This will set the direction for how you will design, develop and deploy your
training. The A.D.D.I.E. methodology is commonly used by training practitioners in the learning industry.
A.D.D.I.E. stands for Analyze, Design, Develop, Implement and Evaluate.
Training Strategy and Plan – A Training Strategy provides the big picture view of Training Management
and sets direction by:
Outlining the baseline level of skills and knowledge for the audience of a specific program/project
Defining the skills and knowledge required for the audience of a specific program/ project
Outlining the training modules that will be needed
A Training Plan is the tactical approach to operationalizing the Training Strategy by:
Developing and executing a Training Plan to roll out training modules in appropriate delivery
format(s)
Systematically monitoring training effectiveness and modifying content as needed
Training Timeline - Create a Training Timeline to track key training design and development activities
and dates. The Training Timeline should include key activities such as writing core content and instruction,
as well as your training module design and courseware build. And depending upon the delivery format, you
may need to identify instructors, book facilities, and create classroom schedules. Once these activities are
documented, they need to be assigned to specific individuals.