Name:

Date:
OL 650
Title: [Project Name]
1. Abstract or Summary
Approximately 100 - 150 words to include environmental analysis, rationale for change
initiative, description of expectations and results.

2. Organizational Change Management Scope - Overview

Approximately 75 words (about 5 6 sentences) to address who is involved, (conflict,
power and political issues should be addressed) with high level concerns. Include
communication and or training steps for a successful integration.

Stakeholder Management
Stakeholder
Awareness
Name
(H/M/L)

Degree of
Support

Influence
(H/M/L)

Plan

Communication

Training

Adapted from Change Management Plans by Dr. Gary

Evans, PMP:

Page 1 of 4

Stakeholder Group

Optimum
Communication
Channel

Known Concerns:
<suspected basis for resistance (if any)>

Name of Executive

Position

Proposed Supporting Actions

Name

Division / Dept

Contact Information

3. Communication Objectives
Approximately 50 75 words to identify types of information and means of communication
most valuable for key stakeholders to stay well informed.

Ideally this would be linked to a communication plan. Not required for this
project
4. Cultural Climate and Implications
Approximately 50 75 words to address the organizations culture (values, beliefs,
behaviors, historical artifacts, etc) and the impact the initiative will have both positive and
negative.

5. Organizational Design Description /Considerations

Approximately a 75 word statement.

If life cycle issues affect the initiative discuss.

Adapted from Change Management Plans by Dr. Gary

Evans, PMP:

Page 2 of 4

6. Results of Human Resource Assessment

Approximately a 50 - 75 word statement follows with applicable detail in the table.

Name

Position

Position Task
<-> Workflow
Task

Skill Required

Skill
Exists
?

Type of
Training
Required

6a. Organizational Change Management: Approach and Resources

Liaison Name
Department
Contact Information

Team Member Name

Department

Contact Information

7. Results of Resource Assessment (Property, Plant and Equipment)

Approximately a 50 -75 word statement.

Resource

Available

Acquire

Adapted from Change Management Plans by Dr. Gary

Evans, PMP:

Department

Time

Cost

Page 3 of 4

8. Continuous Improvement Model

Approximately a 50 -75 word statement. Include rationale

Model

Available

Acquire

Department

Time

Cost

Time

Cost

9. Execution Constraints/Considerations

Approximately a 75 word statement.

Resource

Issues

Person
Responsible

Department

10. Conclusion/Discussion

Approximately a 75 word statement.

Adapted from Change Management Plans by Dr. Gary

Evans, PMP:

Page 4 of 4