What is a Change Management Roadmap, and what are best practices, tools and online templates for teams and organizations?
Definition of Change Management Roadmap
A Change Management Roadmap is a method used to systematically plan an effective strategy for organizational change. A roadmap can be applied to any change management initiative (e.g., product development, production, operations, etc.). Creating a “roadmap” is typically best utilized after a change management team has identified and garnered support for the need to implement a change initiative. The roadmap is used to create a feasible and efficient plan for execution. Having an effective and structured change management process is necessary to ensure that your organization remains competitive in its current markets. Additionally, change management efforts that have a clearly defined structure with a phased rollout are more likely to be successfully executed.
Description of Change Management Roadmap
A typical Change Management Roadmap is made up of phases:
Assess the Current State. Your team should determine how the process or project in need of change is done currently. When making your evaluation, think about current change programs, how successful they are, and how much risk is associated with them. Identify what factors help or hinder the change process and discern the overall attitude regarding change in your organization. Before deciding on the process or project that requires the most change, share your assessment with top-level executives and be receptive to any proposed changes. Use the takeaways from the finalized assessment as a basis for developing your future state.
Characterize the Future State. Define what your team would like the process or project to look like at the end of the change initiative. In order to detail the particulars of the future state, develop a vision statement and consider what goals you would like to accomplish with the change program.
Plan the Transition. This element consists of developing the plan for transitioning the process or program from the current state to the future state. The transition state is often comprised of the technical and people sides of the change.
Implement the “technical” future state. For many change programs focused on technology implementation, the technical future state includes the internal or external programs or resources needed to achieve the technology-focused goals. These resources or programs include, but are not limited to, technical implementations, leadership strategies, project strategies, process strategies, employee skills, organizational tools and resources.
Implement the “people” future state. Determining how to develop support from relevant organizational stakeholders is essentially for implementing the change and reaching the desired future state. In order to cultivate support for your change initiative, your team needs to create awareness of the program and knowledge of its content. This can be achieved using newsletters, emails, and formal or informal presentations or meetings. Further, employees need to be kept up to speed around the progress of the change initiative and given opportunities to provide feedback. This goal is often achieved through interviews or surveys. Finally, market the program in an appealing manner (i.e., in a way that highlights the program’s feasibility and benefits to employees and customers). This process should be continuously repeated so that the change initiative is reinforced in peoples’ minds over time.
Tools & Templates
A Change Management Roadmap is typically designed to look like a Gantt chart or flowchart. On one side of the chart, the relevant components of the change are listed. At the top of the chart, each phase or milestone goal is outlined. Most change roadmaps include multiple phases that demonstrate how the change evolves over time.
upBOARD's Online Change Management Roadmap Tools & Templates
Unlike most traditional Change Management Roadmap techniques, upBOARD’s online Change Management Roadmap collaboration tools allow any team or organization to instantly begin working with our web templates and input forms. 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:
AIM Accelerated Implementation Methodology, Beckhard & Harris Change Process, Boston Consulting Group Change Delta, Brainstorming, Bridges’ Leading Transition Model, Burning Platform, Case for Change, Change Fatigue, Change Management Curve, Change Management Impact Analysis, Change Management Maturity Model, Change Management Levers, Change Management Plan, Change Management Roadmap, Change Proposal, Change Readiness Assessment, Change Resistance Management Plan, Change Risk Assessment, Change Success Metrics, Communications Planning, Core Values, Deming Change Cycle, EASIER Change Management, Employee Engagement Plan, Feedback Capture Grid, Focus Groups, Geert Hofstede’s 6 Dimensions of Culture, 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, Maurer’s 3 Levels of Resistance, Nudge Change Model, People Centered Implementation, Performance Support, Process Mapping, Sponsor Roadmap, Stakeholder Analysis, Stakeholder Interviews, Switch Change Framework, User Acceptance Testing, VRIO Framework and What’s In It For Me (WIIFMs).