What is Change Management, and what are best practices, tools and templates for teams and organizations?
Definition of Change Management
Change Management is a management framework that typically describes the five phases that must be accomplished in order to create successful change on both an individual and organizational level. These five goals include Design, Align, Engage, Implement and Support. This model helps to simplify the daunting process of organizational change by breaking it down into small, attainable goals.
Description of the Change Management Process
The five goals of Change Management are described below and are typically achieved in the following order:
- Design – Design the charter, purpose and desired results of the change, ensuring the people understand the organization’s reason for implementing the change.
- Align – Sponsorship needs to exist to ensure the change is successful. Employees should also want to be actively involved in the change process. Alignment ensures that upper management and key stakeholders are aligned around the purpose for the change and are ready to embrace any related change projects.
- Engage– employees should be informed and educated on how the change will happen, what they need to do during the change process as well as what the organization expects from them following implementation of the change. To accomplish this goal, organizations must provide training and coaching to their employees either through formal (i.e., one-on-one) or informal methods (forums or user groups).
- Implement – individuals should be able to execute these changes at the level the organization expects. To accomplish this goal, the organization should create specific implementation opportunities and programs, give people sufficient time to learn and master new skills, and provide feedback on strengths and shortcomings.
- Support – employees should ensure that these changes are maintained over extended periods of time. To accomplish this goal, the organization should reinforce behaviors that are in accordance with the change through recognition or celebration, provide feedback, and hold employees accountable for upholding these changes through clear metrics and key performance indicators.
Tools & Templates
Change models are often communicated through frameworks used in presentations, spreadsheets, and other strategic documents that describe the phases of change.
upBOARD's Online Change Management Software Tools & Templates
Unlike most static Change Management templates in MS Word, Excel, or PowerPoint, upBOARD’s online collaboration tools allow any team or organization to instantly begin working with our web templates and input forms to create and customize their own change processes. Some teams choose to use best practice models, while others modify existing frameworks or create their own from scratch. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.
Learn more about upBOARD’s portfolio of other change management best practice tools and templates, including:
ADKAR Change Management Model, AIM Accelerated Implementation Methodology, Beckhard & Harris Change Process, Boston Consulting Group Change Delta, Bridges’ Leading Transition Model, Burning Platform, Change Management Impact Analysis, Change Management Maturity Model, Change Management Plan, Change Management Roadmap, Change Readiness Assessment, Change Resistance Management Plan, Change Risk Assessment, Communications Planning, Deming Change Cycle, Focus Groups, GE Change Acceleration Process, Go-Live Planning, Head, Heart and Hands Model, Kotter’s 8-Step Change Model, Kubler Ross Change Curve, Lewin’s Change Management Model, Nudge Change Model, People Centered Implementation, Performance Support, Process Mapping, Prosci Change Management Levers, Sponsor Roadmap, Stakeholder Analysis, Stakeholder Interviews, Switch Change Framework, User Acceptance Testing, VRIO Framework and What’s In It For Me (WIIFMs).