Change Management Process Online Software Tools Templates

The Change Management Command Center – upBOARD’s SaaS Software Platform Delivers the Latest Change Management Best Practices and Processes from the Cloud.

In today’s world, every team, department and organization must embrace change. But leading change management initiatives and projects is challenging since it involves aligning multiple stakeholders, navigating competing agendas, and working with teams that have competing metrics. That’s why 70% of all change efforts fail.

Success is all about solid execution – and that’s where most companies fall short. So how do you build accountability and follow-through into your change effort?

upBOARD’s Change Management Command Center software platform gives you the best of the best change management best practices and processes, instantly out-of-the-box. We’ve integrated the best principles, tools, and templates from proven approaches to organizational change and transformation, from defining your vision and burning platform, to analyzing key stakeholders, to engaging the organization in real action planning and change.

Change Management Plans, Processes & Metrics Dashboards All in One Place.

Unlike traditional project management software tools, upBOARD’s Change Management Command Center provides best practice tools, templates, and dashboards that instantly jump start your organizational change process – by giving you the plans, processes, and progress dashboards that keep your change program on track.

Our work has appeared in Harvard Business Review, Fast Company, Inc. Magazine and other leading media. And our SaaS software platform reflects our decades of business experience – by integrating the world’s leading-edge processes, tools, and metrics dashboards from the latest business and organizational development best practices.

Never Start from Scratch Again. Get Going Instantly with Organizational Change Management Best Practices from the World’s Leading Experts.

Our platform gives you the best of the best change management tools and processes, instantly out-of-the-box. With upBOARD, you get an entire end-to-end process with proven tools, templates, and metrics dashboards for organizational change management, instantly and designed by the experts. We’ve integrated the best principles and practices from both proven methods and also the latest trends and global experts, from creating “burning platforms” to developing RACI charts. Some of our templates include:

AIM Accelerated Implementation Online Template

AIM Accelerated Implementation Methodology

AIM Accelerated Implementation Methodology is a system used to help organizations get the most out of their change program. The framework includes a mix of organizational theory and practical tools for creating and measuring the success of long-term changes. The purpose of this framework is to create an easy-to-follow process for implementing large and small scale change that is easily translatable to any kind of organization.

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Beckhard _ Harris Change Process Online Template

Beckhard & Harris Change Process

The Beckhard & Harris Change Process is a five step approach that assists organizations in identifying and implementing change. These five steps include internal organizational analysis, identifying the necessity of change, conducting a gap analysis, action planning, and managing the transition. This purpose of this process is to clearly delineate the steps needed to accomplish successful change.

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Boston Consulting Group Change Delta Online Template

Boston Consulting Group (BCG) Change Delta

The Boston Consulting Group (BCG) Change Delta is a change management approach that directs organizations to invest the majority of their resources into the most important aspects of the change, which are executional certainty, sponsorship, governance and program management office (PMO), enabled leaders, and an engaged organization. These elements do not function independently, but rather depend on each other in order to implement successful and long-lasting change.

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Brainstorming Process Free Online Tool

Brainstorming

Brainstorming is the creation and listing of ideas by one or more individuals in order to find a solution to a problem or generate ideas for a future business opportunity.  Also known as “Idea Generation” brainstorming is a common practice in marketing, innovation, design thinking, Six Sigma and other quality management processes.

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Bridges Leading Transition Online Template

Bridges’ Leading Transition Model

Bridges’ Leading Transition Model is a change management model that describes the stages of transition that individuals go through when they experience change. These stages are ending, losing and letting go, the neutral zone, and the new beginning. This model primarily focuses on transition and provides managers with guidance on how to help individuals navigate through the transition stages so that they are ultimately more accepting of the change.

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Burning Platform Online Template

Burning Platform

A Burning Platform is a metaphor used to explain the necessity of change despite the fear of the unknown consequences. This metaphor was derived from the fatal explosion of an oil drilling platform in which one survivor had to chose to jump into a sea of burning oil rather than burn on the platform. This metaphor serves to describe a situation in which action (i.e., costly change) is required and maintenance of the status quo is no longer an option as doing so would be even more harmful.Learn More »

Case for Change

The Case for Change Template is a tool that provides the Change Manager with one place to capture all the reasons a change needs to occur. Information to complete this template will be pulled from existing documents: Scope of Work, Project Charter, and relevant background information provided by the sponsor.Learn More »
Change Fatique Template Free Online Tool

Change Fatigue

Change Fatigue happens when the purpose and outcomes of an organizational change are poorly communicated, creating a sense of frustration and exhaustion. This is especially true when the result that is promised doesn’t happen or is severely delayed. Throughout the change management process, employees can become overwhelmed with work and confused about priorities. If there is an ongoing, constant feeling of urgency, employees will tend to burn out since sustaining urgent energy and motivation is difficult over the long-term

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Change Curve Model Free Online Tool

Change Management Curve

A Change Curve is a tool used to understand the change management process and the stages that underlie it. Since most people experience the phase of change in similar ways, a Change Curve Model can help one understand how to provide support during the change management process.

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Change Management Impact Analysis Online Template

Change Management Impact Analysis

A Change Management Impact Analysis is a method that is used to identify relevant stakeholders in a change management process as well as the risks and benefits that the change management initiative provides to them. Based on this information, your team will be able to discern the impact that the change management program has on key individuals.

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Change Management Maturity Model Online Template

Change Management Maturity Model

The Change Management Maturity Model describes the level of ability that an organization has to change. The maturity model provides a change management approach that is specifically tailored to the organization’s change capability level. The levels range from 1 (no change capability) to 5 (competency to change). As the levels increase, specific strategies outline how to handle different groups of individuals within the organization who are affected by the change.

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Change Management Levers Online Template

Change Management Levers

Change Management Levers are a set of change management instruments that, when used in combination, aid in producing successful change. The five levers are: communication plan, sponsorship roadmap, coaching, teaching and resistance management plan.

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Change Management Plan Online Template

Change Management Plan

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.

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Change Management Roadmap Online Template

Change Management Roadmap

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.

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Change Proposal Online Tool

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.Learn More »
Change Readiness Assessment Online Template

Change Readiness Assessment

A Change Readiness Assessment is an analysis of the levels of the organization undergoing change, conducted so that key change makers are aware of what adjustments to attitudes need to be made or what resources need to be acquired for prosperous change to occur. More specifically, each level of the organization is assessed for how prepared it is to handle different magnitudes of change. The purpose of a Change Readiness Assessment is to make these determinations of preparedness.

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Change Resistance Management Plan Online Template

Change Resistance Management Plan

Change Resistance Management Plan is a method that can be utilized if and when your team encounters resistance to its change management efforts. Individuals within the organization can be change-averse because uncertainty associated with change creates fear and anxiety, which people typically try to avoid. In addition to these emotional experiences, employees are concerned with the manner in which these initiatives will influence their work, salary, and personal life.

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Change Risk Assessment Online Template

Change Risk Assessment

A Change Risk Assessment is one possible method to evaluate the risk associated with a particular change management initiative.  Change Risk Assessments prevent the organization from being negatively affected by damaging aspects of a change program or changes that prevent individuals from doing their jobs.

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Change Success Metrics

Change Success Metrics are the measures that are needed to track the people side of a change management initiative. These metrics are more frequently becoming mandatory in many organizations to indicate the success of a change initiative to project sponsors, company leadership and project personnel, among others.Learn More »
Communications Plan Online Template

Communications Plan

A Communications Plan outlines the ideas that will be communicated during a change management program. The goal of a communication plan is to clearly delineate the aspects of the change program that need to be shared with key stakeholders.

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Core Values Online Tool

Core Values

The Core Values of a company are the fundamental beliefs upon which a business is based. They are principals which are relied upon to steer interactions both internally among employees and externally with customers.Learn More »
Deming Change Cycle Online Template

Deming Change Cycle

The Deming Change Cycle is a method that is used to improve the quality of the organization’s products. Specifically, the cycle provides a systematic plan for improving the quality of the products that meets the needs of the industry as well as minimizes any errors or product defects.

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EASIER Change Management Model

The EASIER Change Management Model is a framework that acts as a checklist to ensure successful change. EASIER is an acronym for these steps: Envision, Activate, Support, Implement, Ensure, and Recognize.

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Employee Engagement Plan Online Tool

Employee Engagement Plan

An Employee Engagement Plan is a plan set in place in order to increase the emotional investment employees make in their organizations. The higher the passion, involvement and level of motivation they bring to work, the more engaged they will be. As a result, employees will identify with and are more likely to achieve the organization’s goals.Learn More »
Feedback Capture Grid Online Tool

Feedback Capture Grid

Feedback Capture Grid is a way of organizing and summarizing feedback on a product or service during a trial run. Specifically, all feedback is organized into what individuals like about the product or service, what needs to be changed, questions that still remain among the testers, and ideas to improve the innovation.Learn More »
Focus Groups Online Template

Focus Groups

Focus Groups are groups of individuals who are gathered to observe a new product or discuss a particular topic in order to give organizations a chance to preview customer reactions. They are also used to gauge employee reactions to an organization’s change program.

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GE Change Acceleration Process (CAP)

The GE Change Acceleration Process (CAP) model was created out of research done by General Electric which resulted in the realization that even projects with a high degree of technical expertise, without consideration of cultural factors, will fail. It is interesting to note that the team used a multiplicative equation for this model: The Effectiveness (E) of any initiative is equal to the product of the Quality (Q) of the technical strategy and the Acceptance (A) of that strategy, (E=Q*A).

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Geert Hofstede's 6 Dimensions of Culture

Psychologist Dr Geert Hofstede originally published his cultural dimensions model in the 1970s, based on his cross-cultural psychology research of people who worked for IBM in more than 50 countries. His original research included only four dimensions, but a fifth and sixth dimension were added later.Learn More »
Go-Live Plan Online Template

Go-Live Plan

A Go-Live Plan is the steps that should be taken before actually implementing a change program. Successful Go-Live Plans require preparation, specific action to be taken, a contingency plan in case one is needed, proper resources, and thorough consideration given to the risks associated with the change. The purpose of having a Go-Live Plan is to help ensure that the actual transition runs smoothly.

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Head Heart Hands Model Online Template

Head Heart Hands Model

The Head, Heart and Hands Model emphasizes the importance of appealing to the head, heart and hand of the other organizational members when initiating a change program. More specifically, the change management plan should include logic and analysis, a compelling reason for the necessity of the change and easy and practical suggestions for enacting the change.

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Kotter_s 8-Step Change Model Online Template

Kotter’s 8-Step Change Model

Kotter’s 8-Step Change Model is an eight step process that assists managers in implementing successful change programs in their organizations. The eight steps include: create urgency, form a powerful coalition, create a vision for change, communicate the vision, remove obstacles, create short-term wins, build on the change, and anchor the changes in corporate culture.

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Kubler Ross Change Curve Online Template

Kubler Ross Change Curve

The Kubler Ross Change Curve is a model that describes the stages of individuals’ responses to organizational change. There are five stages of the change curve. The purpose of this model is to assist the organization in gauging how individual employees will respond to the change at different stages.

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Lewin_s Change Management Model Online Template

Lewin's Change Management Model

Lewin’s Change Management Model is a framework that describes that the reason for change must be fully understood by employees before any change can actually occur. This is because individuals will be more motivated to enact a change when they are aware of why it is necessary. Lewin’s Change Management Model lays out three steps – Unfreeze, Change and Refreeze – which help to ensure that a change will be maintained in the future.

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Maurer's 3 Levels of Change Resistance

Change Management expert Rick Maurer has outlined the three levels of change resistance in organizations and how to work through them in order for successful change to occur. Resistance is usually a reaction to the way a change effort is being led. If you can find the root cause of the resistance, you can usually overcome it.Learn More »
Nudge Change Model Online Template

Nudge Change Model

The Nudge Change Model is derived from Nudge Theory, which provides a framework for understanding how and helping people to make decisions by reducing any influences that might discourage quality decision-making.

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People Centered Implementation Online Template

People Centered Implementation

People Centered Implementation, known by the acronym PCI, is a change management strategy which focuses on considering and accommodating the human assets which will be responsible for executing the change.

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Performance Support

Performance Support is a simple, easily understood electronic or paper material that aids employees in refreshing or enhancing new skills acquired during an organizational change program. Performance Support is used as a supplement to training created for the change program. The purpose of Performance Support is to provide references for employees to use when implementing new skills, solving unfamiliar problems, or modifying their work practices.

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Process Mapping Online Template

Process Mapping

Process Mapping  is a roadmap created to illustrate the path the organization will follow as it implements its change program. A process map includes the course of action to be taken and the events that will transpire at each step so the organization can reach its goals. A process map provides a visualization of what organizations need to do to create successful change.

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Sponsor Roadmap Online Template

Sponsor Roadmap

A Sponsor Roadmap details the actions that organizational executives need to take to fulfill their role in the change management process. The roadmap is very important to making sure that your team gets the necessary support from senior leadership to ensure a successful implementation of the change management program.

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Stakeholder Analysis Online Template

Stakeholder Analysis

A Stakeholder Analysis is a strategy used to identify the individuals in your organization who will and will not support your change efforts. In addition, a stakeholder analysis allows your team to determine how to treat these individuals, and what actions to take with them during the change process. This analysis is useful to ensure that your change management program can be implemented successfully sine these actions help minimize resistance to change.

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Stakeholder Interviews Online Template

Stakeholder Interviews

A Stakeholder Interview is a discussion conducted with high- or low-level stakeholders in the organization regarding the change program. These interviews provide a deeper sense of the budget, timeline, and objectives for the change program as well as the people involved in the organization and its competition. The purpose of the stakeholder interview is to help outside change-makers gain a better understanding of the organization and the way it operates as well as what the stakeholders hope to achieve with the change.

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Switch Change Framework Online Template

Switch Change Framework

The Switch Change Framework describes how to find a balance between the emotional and rational components of our decision-making behavior. It begins with the premise that our emotional and intuitive brain can sometimes overcome the rational decision-making side of the brain.

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User Acceptance Testing Online Template

User Acceptance Testing

User Acceptance Testing, otherwise known as beta testing, is the final step in the change management process where a proposed strategy, technology implementation or product is tested with a group of individuals that are representative of the audience that will be affected by or utilize a new system. These “users” are typically individuals who are employees who volunteer or are requested to try out the new technology or service.

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VRIO Framework Online Tool

VRIO Framework Model

The VRIO Framework is a strategic method that can be used to evaluate an organization’s resources and capability to change. Resources can be both tangible or intangible goods that the organization produces or uses to make their products or services. VRIO is an acronym whose letters stand for value, rarity, imitability, and organization.

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What_s in it for Me (WiiFMs) Online Template

What's In It For Me? (WIIFMs)

What’s In It For Me (WIIFM) is the central question that employees are concerned with when faced with organizational change. Broadly, this inquiry encompasses a number of questions regarding how the change is going to affect employee’s daily routines in the workplace (e.g., Will they be working with different people? Will they require different knowledge to perform their job well? Will their job responsibilities be altered?) The reason employees ask this question is to better understand how the change will affect them so they can determine how to respond. Learn More »

Communicate Up, Down and Across—Effortlessly.

Even organizations that have a Project Management Office (PMO) often cobble together models, tools, and templates from a range of sources. Change management facilitators read books, create PowerPoint slides, and then piecemeal together a change process. It’s haphazard at best, and often leaves the broader organization struggling for clarity and focus over time.

upBOARD creates a simple process flow that provides an intuitive structure that guides your organization through the change process, helping everyone move through the change adoption cycle: awareness, understanding, acceptance, adoption, execution, and institutionalization.

Using upBOARD’s Collaborative Command Center for Change Management, you save time while accelerating results. With your plans, process, and progress metrics in a single place, upBOARD allows you to assign and engage individuals and teams as owners of specific change processes or process steps to ensure action and accountability. We help you keep everyone up to speed and on board in ways that accelerate the change process, and business results.

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