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Change Management Plan Best Practices

A Change Management Plan details the “planning” phase that is present in the majority of change management models (e.g., Kotter’s 8-Step Change Management Process). More specifically, a Change Management Plan strategically lays out factors such as the budget, timeline, breadth, communication plan and needed and/or required resources for the change process. A detailed plan, especially for a complex change management initiative can more easily be communicated to others, including key stakeholders and employees.

The elements within a change plan will help to mitigate the negative impact of the change on the overall business as well as individual employees, organizational stakeholders and its clients. Additionally, a step-by-step plan for implementing a change program will help to ensure that the actual execution of the plan will closely resemble the idealized change vision.

More about Change Management Plan

Description of Change Management Plan

Creating a Change Management Plan typically involves six steps.

Step 1: Make the case for change. Clearly explain why the organization is in need of a change program. It is dangerous to assume that all relevant parties understand the reason for change. Further, when individuals have a clear understanding of the idea, they are more likely to support it.

Step 2: Establish the scope of the change program. Completing this step will involve considering which organizational parties will be affected, what functions/processes/operations/programs will be different and how policies, job tasks and organizational hierarchies will change.

Step 3: Form the change management team and identify relevant stakeholders. The change management team will be responsible for actually executing the change and is accountable for its operation. Given the importance of this team, carefully consider who the members will be and appoint a highly competent leader.

Step 4: Communicate the advantages of the change program. Ensure that these are circulated to employees at all levels of the organization.

Step 5: Set feasible milestones. By establishing and reaching milestones, your change management team can see the return on their efforts, which will incentivize them to continue making progress toward the change goal. In addition, creating benchmarks is an easy way to show other relevant stakeholders and organizational employees the progress of the change program. Demonstrating progress will help to secure support for the change program.

Step 6: Plan how your team will communicate to and engage relevant stakeholders in the change process. In addition to the content of your communication plan (i.e., communicating the benefits and progress of the change program), it is important to establish a consistent schedule for updating organizational members. Doing so helps to build trust in the change team and process. Employees should be given the chance to ask questions, should be aware of what information can be shared and how often they will be given updates. Updates can be communicated virtually or in person.


In addition to the developing a plan for the change management process, the change management plan should also include steps for reinforcing its effects once the change has been implemented. Reinforcement mechanisms should be intentionally implemented so employees’ behaviors do not revert to the old way of doing things. Training, webinars, all-hands meetings, and other activities can keep people engaged and moving forward.

Praxie's Online Change Management Plan Tools & Templates

Unlike most traditional Change Management Planning techniques, Praxie’s online Change Management Plan collaboration tools allow any team or organization to instantly begin working with our web templates and input forms.

Change Management Plan creates a plan for a specific change initiative or project. The plan can be used to create more detailed project plans, which can be especially useful for a complex change management initiative. Plotting out each step and its associated activities can help to visually represent the Change Management Plan. Change management plans can be created in a PowerPoint, on white board, a spreadsheet, or other documents. Get started with our Change Management Plan template. 

How to use it:

  1. Review the plan and information required.  
  2. Outline your overall change management plan by entering the relevant information related to the sponsor, impacted stakeholders, the description, business case, expected results. 
  3. Create a list of milestones with dates.  
  4. Create an action plan for completing your change management plan and specific project plans that will support your overall plan. 

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.