What is a Change Proposal, and what are best practices, tools and online templates for teams and organizations?
Definition of Change Proposal
A Change Proposal is a document used to make official, formal suggestions as to how an organization or project should be changed. It should specify the reason behind the change, how exactly the change will be executed and resulting benefits of the change. The ultimate goal of the Change Proposal is to convince the decision makers that the change is necessary. Therefore, the proposal must be detailed, factual and concise.
Description of Change Proposal
A good Change Proposal pulls together all of the relevant information in a concise and persuasive manner that helps the stakeholders get the change they are seeking. It should consist of 4 sections which clearly describe the change and the reasoning behind it. Each of the 4 sections is detailed below:
- Executive Summary: This section clearly describes what you will be writing about, what your goal is, and the order in which you will present your reasoning.
- Existing Problem: This section outlines the impetus for proposing the change, the background of the problem and why the change currently being proposed is the right solution. This is the section to include existing research and factual backup about the change.
- Schedule or Timetable: Outline the anticipated time frame for success. Break down all of the needed changes in to smaller actions and create deadlines for each. Also, identify who is ultimately responsible for completing each action.
- Budget Outline: This section will require research and accurate information so that each detail of the proposal is included and accounted for in the budget. Even if you cannot predict the exact cost of each line item, it is important to estimate as accurately as possible.
Before presenting the proposal, ensure that it is formatted correctly with a title page, relevant stakeholder names and the company name, and the name of the project. Include also a table of contents so that the reader can easily reference the section(s) most relevant to their realm of responsibility.
Tools & Templates
The tools managers can use for creating Change Proposals are documents, presentations, spreadsheets, and various data analytics software programs.
upBOARD's Online Change Proposal Tools & Templates
Unlike most traditional Change Proposal processes, upBOARD’s online Change Proposal 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).