All-in-One Business Change Assessment Template

All-in-One Business Impact Analysis Template Toolkit

Top Impact Assessment Templates for Assessing & Managing Any Kind of Change 

To effectively conduct a change impact assessment to identify, analyze, track, and manage impacted users, you’ll need the following key items:

  1. A streamlined business impact analysis template for all aspects of your end-to-end impacts analysis.
  2. A seamless change impact assessment matrix template for tracking, engaging, and/or training impacted users.
  3. A reporting dashboard that is linked to your business change impact analysis template, and provides real-time reports that you can present to key stakeholders, sponsors, program team, change team, and management.

As a Senior Change Management Lead, I have successfully delivered transformational business, social and culture changes that impacted hundreds of thousands of individuals across the Federal Reserve Bank, Intel, Accenture, Cisco, Apple, Deloitte, Capital One, Fannie Mae, AIG, HSBC, and other organizations.

Throughout my change management career, one major pain point I have heard from hundreds of practitioners has been a lack of a consistent, standardized, and best-in-class assessment template and tool that can be used to assess any kind of change including business impacts, software or technology change impacts, social changes, culture changes, process changes, policy changes, and even climate change impact assessments.

And so, as a Pioneer of best business, social, and organizational toolkits and a strong advocate of the global innovation community I decided to work with OCM Solution (formerly AGS) Designers and Developers to launch the #1 top-ranked Business Impact Analysis Template below that any change practitioner, organization or consulting firm can use, irrespective of experience.

Ogbe Airiodion
Senior Change Management Leader

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Change Impact Assessments Made Easy

There are many moving parts to change management and doing a high-level impact assessment for a culture, process, system, technology, organization, or another type of change.

You have to map the current and future states, identify the impacted groups and roles, estimate the level of impact, and more! OCM Solution’s Business Impact Management Software & Change Impact Template provides you with everything you need to plan and implement a successful assessment.

These tools for impact analysis are designed to help those new to change assessments ramp up the learning curve with expert guidance as well as give seasoned practitioners, organizations, and consulting groups the project impact analysis tools that are truly timesaving.

This All-in-One Change Impact Assessment Tool has been created for:

1. Conducting organizational impact assessments, tracking, reporting, and management
2. Business change assessments and reporting
3. Assessing impacts from the process, system, technology, digitalization, and tool changes
4. Analyzing impacts from culture changes, mindset shifts, business strategy, and vision changes
5. Analyzing enterprise-wide or group-wide transformations
6. Assessment of new policy and procedure impacts
7. M&A and business expansions
8. ….and any type of assessment and change impact analysis

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Software for BIA & CIA | Business Change Assessment Reporting

Business Impact Management Made Easy

Features to Enhance Your Project Impact Assessments

Everything in One Place

The OCM Solution business impact assessment template provides one centralized place to keep track of your change impact analysis tools, project research, impacted groups and job roles, tasks, notes, and more. It also includes business impact analysis example data to increase success.

Simplified Change Impact Analysis Template

Use the impact analysis document template to assess the severity of impacts by group, job role, and region. In this customizable change impact matrix template, you can add your own columns, rename columns, and move them where you like!policy impact assessment template

Helpful Questions to Ask Impacted Managers

Leverage the sample business impact analysis questions included to ask managers and key stakeholders of impacted groups. These help you uncover any impacts you may have missed.

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Change Impact Analysis Checklist & Task Workflow

Need a helpful guide and impact evaluation template? Use the Change Impact Analysis Checklist included in the OCM Solution impact analysis software for a full change assessment workflow.

sample impact analysis document

Guided User Experience

Our project impact assessment template offers a guided user experience to increase productivity and save time when using the OCM Solution impact statement templates. You’ll also find helpful tooltips to guide you in your change impact assessment matrix activities.impact analysis template for it projects

Instant Analytics & Reporting

This change management impact analysis template includes comprehensive analytics that provide quick and meaningful insights into your change impact matrix analysis & tasks. Save hours using our change analysis template dashboard, instead of having to create reports yourself.project impact analysis template

Impact Analysis Tools with Integrated Task Management

Task tracking is a core part of any business impact analysis template Excel or cloud app. Your impact assessment template change management toolkit incorporates tracking for impact analysis tasks. This addition makes this impact assessment report template even more valuable.

impact analysis tools and techniques

Flexible Hybrid Workflow

Export your project analysis to a change impact assessment template Excel to work offline. Upload back to the cloud when you want to review analytics or collaborate with others. You have the flexibility to work the way you want in this technology impact assessment template.

impact assessment template project management

Group or Stakeholder Level Analysis

Along with our general organizational-level impact analysis report template, you get a stakeholder-level business impact analysis template free. You can choose to use either one or both the organizational impact assessment template and stakeholder impact assessment impact assessment tools

Business Impact Assessment (BIA) Tool Pricing

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What are Users Saying About OCM Solution Change Management Toolkits?

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New to Change Management?

Our Toolkit includes a step-by-step tutorial to walk you through best practices for business impact assessments, planning, tracking, and management.

Don’t hesitate to let us know if you have any questions.

change impact analysis checklist

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Are you looking for more resources for a software change impact analysis template, policy impact assessment template, impact analysis template for IT projects, or impact assessment template in the pharmaceutical industry? Reach out and let us know!

Generate Masterful Business Impact Management Software Analytics Reports

impact analysis report template

Analytics & Reporting Dashboard

The business impact assessment toolkit comes with an analytics dashboard for monitoring and reporting on your impact analysis progress.

The analytics reporting that comes with your OCM Solution organizational system impact assessment template gives you real-time insights on the number of processes that are impacted by the change, as well as impacted stakeholders or employees, and much more.

Your Change Impact Analysis Tool Dashboard is continuously up to date with the progress you and your team are making as you complete the steps and tasks needed for your project impact analysis and assessment exercises.

Our analytics save you a ton of time when it comes to analyzing and presenting your data. Instead of having to spend hours poring over an impact assessment template Excel sheet to figure out charts – OCM Solution has done it all for you!

Advanced Filtering of Business Impact Analysis Tools Across All Projects

Do you need to view a sample impact analysis document by department or job role? Are you looking to only bring up groups with a high change impact analysis example? Want to drill down into the magnitude of impacts across your software impact analysis template?

You can do all that and more with the interactive analytics in OCM Solution’s impact assessment template project management toolkit.

Our tools for impact analysis provide real-time insights to use in your reporting to project sponsors and key leaders and can help you make strategic decisions on your change management tasks and priorities.

OCM Solution impact assessment templates & toolkit is the only one that has a unique “magnitude of impact” report, which details a critical component of change impact – the number of overall changes a group is subject to (regardless of the severity of impact.)

Exporting your reports and data is easy. You can export your business impact analysis example report to PDF or take screenshots to paste into a business impact analysis template Word document.

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Scroll through some reporting screenshots from our business impact assessment tool.

As mentioned above, you can securely access your change impact analysis software using any device including mobile phone, iPad, laptop, Mac, or PC, and from any location (office, home, or even when traveling).

Contact us if you have any questions about OCM Solution toolkits, products, or services. As pioneers of best change management practices, we believe in supporting the global change management community.

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For questions or feedback about the impact statement template or any of the change, stakeholder, sponsor, or training impact assessment tools discussed above, send us a message. Also, if you would like more change impact assessment template free examples, feel free to message us.

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Comprehensive Business Impact Assessment Template

OCM Solution’s #1 change impact assessment tool can be used to conduct all aspects of your business impact analysis, including the various impacts to people, tools, business processes, culture, and policies.

Our unique change impact analysis template can be customized according to your needs for any type of project impact assessment template needs. You can use it as:

  • Software impact analysis template
  • Training impact assessment tools
  • Policy impact assessment template
  • Impact analysis template for IT projects
  • High-level impact assessment for culture changes
  • Software change impact analysis template
  • M&A change analysis template
  • Process change impact assessment matrix
  • Impact assessment template in the pharmaceutical industry
  • Impact assessment template change management for downsizing
  • Technology impact assessment template
  • And much more

To improve your change impact assessments, use the tool’s Template Database to gather and document the key pieces of information that need to be captured for an effective business impact analysis, including the following:

  • Summary of each process that is changing: “As-Is” processes vs. “To-Be” processes
  • Change delta (what is changing between how people do their jobs today versus how they will do it in the future – after Go-Live)
  • The groups that will be impacted
  • The job roles that will be impacted
  • The categories of change applicable (technology, policy, culture, etc.)
  • The severity of the impact
  • Tasks related to your next steps in the impact evaluation template and change management process

When populating the impact analysis document template, use the OCM Solution’s Change Impact Analysis Tool’s Sample Data as a guide for the type & level of information to gather and enter into the template. The business impact analysis example template and analytics are extremely helpful guides.

Looking for a way to export a change management impact assessment template Excel sheet to work with offline? In the OCM Solution change assessment tool, you can export your data to Excel anytime you like to work offline. Just click to export your data into an impact analysis template Excel file.

When ready to update your online business impact analysis template and analytics, just upload your change impact analysis template Excel file to populate the data. We make a hybrid work experience easy!

Need to add another column in your business impact assessment template Excel or cloud tool? You can do this easily online. Add a dropdown, text, or date column anywhere you like in your impact analysis tool template, then if working offline, export to a business impact analysis template XLS and the new column(s) will be there.

This is going to save you tons of time because you can start your change assessment template activities right away. You don’t have to spend time coming up with your own columns or struggle with spreadsheets. The platform is cloud-based and designed for team collaboration.

If you’ve been looking for a business impact analysis template Excel or cloud software to use that walks you through a typical change impact assessment process, then you’ll appreciate how comprehensive our impact assessment toolkit is to use.

Whether you already are well-versed in real or sample business impact analysis or are just starting out learning about system impact assessment template use, this change impacts toolbox can help you.

Below, you can see some of the data inputs that are used in your impact assessment report template.

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Scroll through some organizational & stakeholder impact assessment template screenshots.

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For questions or feedback about the change impact assessment template Excel export or any of the business impact analysis tools discussed above, send us a message. Also, if you would like a free demo of any of our impact assessment templates, feel free to book a 30-minute session here.

Get a Change Impact Analysis Checklist

In addition to the impacts analysis report template for organizational change impacts, sample impact analysis document, stakeholder impact assessment template, and change impact analysis tool analytics, you get one more bonus.

You have access to a change impact analysis checklist. This tasks checklist provides you with pre-populated data that will walk you through the steps you will take with your change impact assessment template to conduct an organizational change impact analysis.

This change impact assessment template free bonus tool can be an invaluable resource for you by saving you time planning out your change impact assessment tasks. It’s also helpful for those new to change management that are using change impact analysis tools for the first time.

Features of this checklist business impact analysis tool:

  • Pre-populated steps to conduct a change impact assessment
  • Change impact analysis example tasks that you can edit
  • Gantt chart to track the start and due dates for tasks
  • Ability to export your checklist to a business impact analysis template Excel task spreadsheet

business analyst template toolkit

Pre-populated steps & tasks for a business impact analysis example.

Affordable & Flexible Business Impact Management Software

Whether you have a small non-profit with just one user or work with a large enterprise corporation with a team of 50 or more using change impact assessment templates, you can find a plan that fits your needs perfectly.

Our plans are scalable to match your project needs. You can use your impact assessment tools for as many or few projects as you need at any time. Once you close one project out, your impact assessment templates become available to use for another project.

We don’t limit you by making you fit into a pre-set subscription plan as many other SaaS providers do. Instead, we allow you to buy exactly what you need. You can also downsize or upsize anytime! So, your business impact analysis template and tools always fit your needs, and you pay only for what you want.

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Contact us if you have any questions about the change impact assessment template reviewed and offered on this page. In addition, if you have feedback about the various tools and techniques of change management, do let us know.

Change Impact Assessment Toolkit

business change impact analysis tools

OCM Solution Change Impact Assessment Tool with Templates & Analytics

Video Review – OCM Solution Business Impact Analysis Example

Click below to watch the video tutorial of our Change Impact Management Tool Template


Click below to watch the video tutorial of our Business Change Assessment Toolkit Analytics Dashboard

Why Use OCM Solution’s Change Assessment Template for Your Change Project?

  • Saves you tons of time on your technology, process, culture, or business change impact analysis
  • Based on industry-standard change methodologies
  • Can be used by both beginners and very experienced change managers and project leads
  • Change teams can collaborate online
  • Automatic reporting that is always current with your data
  • You can access OCM Solution from any device
  • Keeps you from dropping any balls
  • Makes you look good with smart analytics!

Change Impact Assessment Toolkit

high level impact assessment

What’s Inside the OCM Solution Change Impact Assessment Toolkit?

  • Free change management templates & roadmaps
  • Guides, presentation templates, assessment framework
  • A step-by-step checklist to use with your impact assessment templates
  • Instant analytics as you input data (no spending hours trying to create reports)
  • Ability to upload your data from a spreadsheet or key it into the Cloud interface
  • Master organizational lists that populate into all modules as dropdown options
  • Ability to add on special features like knowledge library access or rebranding with your logo
  • and More!

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Looking for More Impact Assessment Tools?

OCM Solution has a full suite of impact assessment tools for change management, economic impacts, data privacy, and more. Click below to explore them!


Do you have a money-back guarantee on the Change Impacts Management Tool?

Answer: Yes, we do. Our Change Impacts Assessment & Management Tool comes with a cancellation at any time policy – no matter the reason.

Multi-prong question about sharing the business impact assessment template with other team members

Questions: Can I share the OCM Solution change impact assessment tools with others? What are the requirements for the single-use license? If I have a colleague on the same project, can we use it separately and work on the project separately, or do we need to buy 2 licenses?

Answer: Our Change Impacts Assessment & Management Tool is offered on a per-user basis. You can add users to your account to collaborate with you, but they need to subscribe. Subscribing gives them their own single-user license. After you purchase the Change Impacts Tool, you’ll see that it’s easy to add teammates and other users to any of your toolkits and projects.

Can I cancel at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our Change Impacts Assessment & Management Tool are recurring but can be canceled before the next renewal period on your My Account > Subscriptions page. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.

Does the Change Impacts Tool include guides and tutorials?

Answers: Yes, it does. And more. Our business impact analysis template has tooltips to guide you for each column and analytics report. It also includes video tutorials that provide you with a step-by-step walkthrough on using the Change Impacts Assessment & Management Tool.

Can I upload (import) data into the Change Impacts Tool’s spreadsheets. For example, can I upload employee rosters vs having to re-enter the data?

Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your change impact analysis template. Automatically import your data from other databases or spreadsheets in minutes and instantly bring your team together.

I am in a different region, will this Change Impacts Tool still work for me?

Answer: Yes, most definitely. This Change Impacts Tool was developed for change practitioners in the United States, Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and in any region. It is truly a global Change Impacts Assessment & Management Tool platform.

Can I remove OCM Solution branding and use my branding or firm’s logo?

Answer: Yes, you can replace OCM Solution branding on your purchased Change Impacts Assessment & Management Tool, when you add the Rebranding add-on to your order.

Can I upgrade at any time? Can I add more products later on?

Answers: You can add toolkits, users, and project licenses to your OCM Solution account at any time.

How are future enhancements/changes handled for this Change Impacts Assessment & Management Tool?

Answers: Future upgrades and changes to your impact analysis template and analytics dashboard will be done periodically. Upgrades and future enhancements will always be free to customers.

OCM Solution (formerly AGS) Founder’s Note

Developing The Impact Assessment Template and Tool Discussed Above

As a Senior Change Management Program Manager, I have spent the last decade increasing change adoption and project implementation successes across different industries, sectors, and organizations.

I often get questions from change and project managers on how best to measure the impact of a project, program, or initiative.

Sample questions people have asked that led to the development of this impact assessment tool and template included: “is there a simple-to-use impact assessment template or tool that can be used on any project?” “What are the best impact analysis software or project impact measurement tools to use this year?”

And this is a very common one: “do you have templates for presenting change impact assessment reports to senior leaders?”

Based on the ever-increasing demand for the best change impact template and tool, I decided to work with the developers here at OCM Solution (formerly AGS) to develop a user-friendly, advanced, and simple-to-use impact analysis software tool.

Using the change impact assessment template and database provided, you can easily track the severity of impacts across the organization, including the number of groups and departments that are impacted by the severity of impact. Easily eliminate the guesswork on who is impacted, as well as the severity and magnitude of the impacts.

Let me know if you have any questions.

Ogbe Airiodion

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Excellent ROI from the first month!

Click below to watch the video tutorial of our Change Impact Management Tool Template

Click below to watch the video tutorial of our Business Change Assessment Toolkit Analytics Dashboard

Change Impact Assessment Matrix Tool FAQ

How do you write an impact assessment?

You would begin by assessing the impact a project will have on organizational groups, job roles, and external stakeholders. It’s important to fully understand the project so you can identify who is being impacted and how.

Using a change impact analysis tool, you will then want to enter data on your impacted groups and indicate the level of impact each one has. Not all groups are impacted equally in many cases.

Generate reporting on who is being impacted, how they are being impacted, and the severity of the impact. It’s helpful if you are using tools for impact analysis that generate analytics automatically for you.

What are the different types of impact assessment?

When doing a change impact assessment using impact analysis tools, there are different types of assessments you can do, depending upon the level of detail needed.

Different types of impact assessment include:
• Organizational-level impact assessment
• Stakeholder-level impact assessment
• External stakeholder impact assessment
• Agile project impact assessment

What columns should be included in a change impact matrix?

You should at minimum include columns in your impact assessment template Excel or cloud template that capture the following details:
• Names of organizational groups being impacted
• Names of job roles being impacted
• The “As-Is” or current state of the process/system
• The “To-Be” or future state of the process/system
• The level of impact

What is the impact assessment of a project?

A project impact assessment evaluates which groups of people in an organization will have to change the way they do things due to a project that is happening.

A project impact assessment template can also look at which external groups will be impacted by a company project, such as customers and vendors.

Note: Content on OCM Solution (Formerly Airiodion Global Services (AGS))'s website is copyrighted. If you have questions, comments, or tips about this OCM Solution (Formerly Airiodion Global Services) content or product, please contact OCM Solution today.

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