These templates are designed to provide Change Leaders a space to think through the change impacts, team members and groups impacted by the change. This is not a “once and it’s done” activity – as you learn more about your change, update the template to evolve your thinking and approach. Start with what you know today, and build out additional information to reduce resistance and improve communication.

Create a free account at Airtable.com, and then click “Copy Base” in this Airtable template as a working file for your project. Over time, you will add to and adapt these working documents based on the different stages of your change.

There are three sections to work through. Start broad with a team view, then narrow down to an individual stakeholder analysis to activate communication, engagement, and training.

  1. Understand the current state of people impacted. This includes the Team Change Impact (who and how many), Roles (what role will they play in the change), and Mindset (what they think about the change). This is a way to create a broader overview of the scope of the change and provide a summary view from a “big picture” perspective.
  2. Narrow the broad team into discrete teams. Once you have the early-stage Team Change view, use Personas (to define how they will react to the change) and Journey Maps (to consider how their thinking will change through different stages of the change). Some teams may not be impacted at all.  You may also identify some key themes and messages to inform people about the upcoming change. Shift from a group analysis to an individual team member assessment
  3. Complete the Stakeholder Assessment Matrix tab. This view is the foundation for the Comms and Engagement Plan and training needs. This is where the real change impacts on an individual level are captured.

Definitions

  1. Team Change Impact – Identify the teams impacted by the change. Consider their Mindset and Roles (see these other sheets for sample definitions)
  2. Personas  – Identify if there a commonalities in how a group of people may react to a change to group them together
  3. Journey Map – Identify the stages of change they are going to navigate or the journey of the change.
  4. Messaging Themes – Identify broad themes of messages you’d like to share across the team. You may be able to exclude groups based on their level of impact or influence.
  5. Stakeholder Analysis Matrix (SAM) – Identify the real change impacts. This is the foundation for the Communication and Engagement Workplan
  6. Communication and Engagement Workplan – Identify and manage communication and engagement activities 
  7. Mindset – Identify what an individual may think about the change.
  8. Change Roles – Identify what role they will have to support the change.