Change Impacts & Assessment Tools & Templates |
- Comprehensive Impact Assessment Tool (Excel)
- Basic Impact Assessment Tool (Excel)
- Social Impact Assessment Toolkit
- Economic Impact Assessment Toolkit
- Privacy Impact Assessment Toolkit
- Data Protection Impact Assessment Toolkit
- Process Impact Assessment Template
Let’s get started
Watch this overview video or read the guide below.
| Quick Overviews |
Free Comprehensive Impact Assessment Tool (Excel) – Overview
The free Change Impact Assessment Template is a comprehensive impact analysis template designed to give change management practitioners a structured, ready-to-use framework for analyzing the impacts of any change initiative. Instead of starting from scratch, this Excel template provides a consistent way to capture what is changing, who is impacted, and how severely.
With this template, practitioners can:
- Summarize changes clearly – Document the nature of the change in simple terms so stakeholders can quickly understand what’s happening.
- Identify impacted groups and roles – Track effects across departments, teams, and job roles, ensuring no group is overlooked.
- Assess the level of disruption – Categorize impacts as high, medium, or low to help prioritize resources and support.
- Link impacts to tasks – Connect identified impacts to communication, training, or other change management activities, closing the gap between analysis and action.
- Maintain consistency across projects – Use a standardized format that makes it easier to compare impacts across multiple initiatives or track progress over time.
This template is especially valuable for practitioners who need to quickly organize their assessment work while providing sponsors and project managers with a clear view of the ripple effects of change. It saves time, promotes consistency, and ensures that insights can be translated into targeted action plans.
To download the Excel impact assessment tools, follow these quick steps:
Step 1: Create a free account here: OCMS – Free Tools Sign-up (no credit card needed)
Step 2: After signing up, you will be taken to the “Free OCM Resources” page. You can also click on the “Free OCM Resources” sidebar menu to be taken to the page.
Step 3: Hover your mouse over the template and you will see the download arrow to down the Impact Assessment template.
The OCM Solution organizational change impact assessment tool, available in both convenient exportable to Excel and robust online versions, is your go-to solution for conducting a thorough business impact analysis.
This versatile tool allows you to assess the various impacts a change might have across your organization, from the direct effects on your people and their job functions to the broader implications for tools, technology, business processes, organizational culture, and existing policies.
By utilizing the cloud change management impact assessment tool, you gain a holistic view of potential disruptions and opportunities, enabling proactive planning and mitigation.
Free Basic Change Impact Assessment Tool (Excel) – Overview
The Basic Change Impact Assessment Template is a streamlined tool designed for practitioners who need a quick and simple way to capture the core impacts of a change. Unlike more detailed templates, this version focuses on the essentials—who is impacted, the severity of those impacts, and what support activities are required.
With this template, practitioners can:
- Quickly capture impacted groups without unnecessary complexity.
- Rate the severity of impact (high, medium, low) to prioritize attention.
- Estimate the number of individuals affected to understand the scale of change.
- Summarize the change in plain language for clarity and alignment.
- Directly link impacts to communication or training actions, ensuring insights lead to practical next steps.
This simple format is especially valuable for smaller projects, fast-moving initiatives, or early-stage assessments where you need a “quick snapshot” of the change without diving into deeper analysis. It gives practitioners a fast, organized way to connect impacts with action plans.
To download this Excel impact template, follow the quick steps here.
When delving into your business impact analysis with the OCM Solution tool, consider each facet of your organization. For instance, evaluating the impact on “people” goes beyond simply identifying individuals; it involves understanding shifts in roles, skills required, training needs, and potential resistance. Similarly, assessing “technology” impacts means examining not just new software implementations but also integrations with existing systems and potential redundancies.
Our change impact assessment template tool, with its structured framework, guides you through these intricate assessments, ensuring no critical area is overlooked. This comprehensive approach is vital for any successful change impact assessment.
Furthermore, the change impact assessment tool supports the entire lifecycle of your change initiative. Its capabilities extend beyond initial impact identification, aiding in the development of targeted strategies for managing resistance, facilitating smooth transitions, and measuring the effectiveness of your change efforts.
Whether you prefer the flexibility of an Excel-based change impact assessment template that you can export for individual project teams or the collaborative features of an online platform for enterprise-wide initiatives, our tool provides the essential framework for a robust and actionable change impact assessment, ultimately driving successful change adoption.
Social Impact Assessment Toolkit
The AGS Social Impact Assessment Toolkit (Excel and cloud version) can be used to conduct an assessment when a project, program, plan, or policy is going to have a social impact on the population of a specific geographical area, city, state, country or a particular group.
Rather than trying to wrangle several spreadsheets to bring together key data on the level of social impact, public awareness and perception, severity and level of impact, and more, this Social Impact Assessment Template gives you one place to input and view all your data.
Read more: Social Impacts & Assessment Toolkit.
Economic Impact Assessment Toolkit
The AGS Economic Assessment & Management Toolkit (with Excel, downloadable and Cloud versions) can be used to conduct key economic impact assessment to determine a project, program, or policy’s monetary impact on a specific geographical area, city, state, industry, or group.
Auto-calculations for several economic assessment values save you time. You also get real-time analytics that flow into your dashboard as you enter key pieces of data, making it easy to see how different inputs can change overall project value.
Read more: Economic Impacts & Assessment Toolkit.
Privacy Impact Assessment Toolkit
The AGS Privacy Impact Assessment Toolkit (with template & dashboard) – Excel and Cloud versions – can be used to help organizations understand how personally identifiable information (PII) is being collected, used, and stored within their organization.
This type of privacy assessment is typically performed at the beginning of a project, new vendor relationship, new software implementation, or in conjunction with an organizational change of some kind.
Read more: Privacy Impacts & Assessment Toolkit.
Data Protection Impact Assessment Toolkit
The AGS Data Protection Impact Assessment Toolkit can be used to help organizations assess and meet compliance needs for the EU’s General Data Protection Regulation.
The AGS DPIA Assessment Toolkit is based directly on the GDPR regulation and includes the data recommended to be reported upon during this type of data privacy assessment. Further, the AGS Data Protection Impact Assessment Template brings together all your data into a single place for easier tracking.
Read more: Data Protection Impacts & Assessment Toolkit.
Process Impact Assessment Template & Management Tool
AGS’ process impact assessment tool (with Excel and online versions) is a toolkit that you can use to conduct all aspects of your process change impact analysis.
The Template is already set up to gather data according to change management best practices, incorporated from several methodologies. You can also easily add your own columns anywhere you like to capture the additional data you want.
Read more: Process Impacts & Assessment Toolkit.
FAQs – Impact Assessment Toolkits
What is a Change Impact Assessment template and why is it important?
A Change Impact Assessment template is a tool used to document how organizational changes will affect people, processes, systems, and policies. It provides structure for identifying impacts, assessing their severity, and planning the right communications and training to ensure adoption.
How does an Organizational Impact Assessment template support change management?
An Organizational Impact Assessment template gives practitioners a clear framework to evaluate which departments, roles, and stakeholders will be impacted by change. By using this template, organizations can reduce resistance, improve readiness, and align resources to the areas most affected by transformation.
What types of Change Impact Assessment templates are available for free?
Two free Change Impact Assessment templates are available: a comprehensive Organizational Change Impact Assessment Template for detailed projects and a Basic Impact Assessment Template for quick, high-level assessments. Both are designed to help practitioners manage impacts effectively.
How can using an Impact Assessment template save time?
An Impact Assessment template saves time by providing a pre-built structure for capturing impacts, categorizing severity, and linking them to action plans. Instead of creating a framework from scratch, practitioners can immediately begin documenting impacts and focusing on mitigation strategies.
Can Change Impact Assessment templates be customized?
Yes, the free Change Impact Assessment templates are fully customizable in Excel. Practitioners can edit columns, add categories, adjust severity levels, and tailor the template to fit their organization’s specific change management methodology.
Are the free Organizational Change Impact Assessment templates really free to download?
Yes, both the Organizational and Basic Change Impact Assessment templates are completely free. They can be downloaded, opened in Microsoft Excel or Google Sheets, and used immediately without subscription or payment.