Free Change Management Templates, Toolkits & Playbooks for Change Practitioners and Project Managers
Welcome to OCM Solution’s library of free change management plans, templates, and tools and project management templates designed for change managers, project leads, program managers, HR, and all change practitioners.
As pioneers of best change management practices and frameworks, we believe in supporting the global change and project management communities, including developing and offering best change practices and processes like the free organizational change management (OCM) templates, free change checklists, business change plans, free ITIL control guides, and free business transformation tools below.
A decade after Steve Jobs handed the reins of leadership at Apple to Tim Cook, I was hired to establish Apple’s first ever B2B Change Management OCM Practice. I have been a hands-on Change Management Project Lead for over 15 years and have delivered tactical and strategic business change management programs across global organizations including Intel, Apple, HSBC, Accenture, Silicon Valley Bank, Cisco, Goldman Sachs, Deloitte, and other firms.
During my tenure, I have discovered that leveraging the free change management checklists, templates, and tools below offers tremendous value to all levels of change practitioners, from new Change Practitioners all the way up to Senior Change Managers, and also Change Consultants.
- If you are a Business Change Manager, Change Management Lead, Change Consultant, Trainer, Communications Specialist, etc., you can easily use these free change management templates for your organizational change management programs
- If you are an IT Project Manager, Project Practitioner, or someone working on technical change, you can leverage our free ITIL, Change Request, and Change Control guides referenced below.
Reach out to us if you have any questions about the free organizational change management tools and free change practitioner software offered below.
Senior Change Management Lead
Strategic and Tactical Change Implementation
List of Free Change Checklists, Templates and Tools
All our free change management tools are store securely in the Cloud, which allows you to easily access it and download using any device. Everything is centralized in one place. Sign up for a free account today to access all these resources.
- Free Change Management Strategy Playbook
- Free Change Roadmaps
- Free Change Management Checklist
- Free Project Sponsorship Plan
- Free Project Essentials Tool
- Free Coaching Tool & Resources
- Free M&A Post Merger Checklist
- Free ITIL Templates & Tools
- Free Guide to Best ITIL Change Management Processes
- Free Guide on ITIL Certification, Exam Cost, Test Questions
- Free Guide to ITIL Change Management Change Control Process
Contact us if you have any questions about the best free project planning software or the change manager tools outlined in the sections below.
Free Change Management Roadmaps
A change management roadmap is a graphical overview of the change management deliverables and activities that need to be implemented to support a business change. A change management roadmap is one of the top deliverables that change managers need to create, especially because leadership and stakeholders are always interested in seeing and reviewing your change management roadmap and impacted timelines.
Choose between a wide selection of FREE Excel and PowerPoint change management roadmaps that you can easily export and use offline. Here are all the OCM Solution’s free roadmap templates you can download:
- Excel: Basic Change Implementation Roadmap (12 Weeks View)
- Excel: Basic Change Implementation Roadmap (12 Weeks View with Days)
- Excel: Detailed End-to-End Change Roadmap
- PPT: Basic Change Management Roadmap (Comms, Engagement, Training)
- PPT: Detailed Change Management Roadmap (Comms, Engagement, Training)
- PPT: Post M&A Integration Roadmap (Day 1-30)
- PPT: UAT Implementation Roadmap
Begin from a pre-filled, color-coded template and edit the roadmaps for your specific project needs.
Free End-to-End Change Roadmap – Sample
Get the free OCMS free change management roadmap tools which makes it easy to put together the roadmap for your change management project plans. This provides a comprehensive way to communicate your change project timeline, key milestones, deliverables, and other activities.
When using the OCM Solution Free Change Management Roadmaps version, you have the freedom to make your timeline look the way you like. This includes the ability to:
- Choose different icons for your change roadmap timeline
- Resize the Gantt bars and icons
- Change the color of the Gantt bars and icons
- Add descriptions to the items you place on the timeline
- Drag and drop bars and icons anywhere you like on the timeline
- Add/edit/delete bars and icons
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The section below provides an overview of the free OCM Solution project sponsorship management template. Contact us if you have any questions about any of the free organizational change tools offered by OCM Solution for change managers and project practitioners to use.
Free Executive Sponsor Plan & Guide Tool
A project sponsor is a specific type of stakeholder. He or she is a manager or leader that is willing to sponsor a change or a person who has been mandated by the organization’s leadership to be involved in sponsoring a change.
Change practitioners and project leads often assume that there is only one type of executive sponsor. Which is not the case. There is more than one type that you need to know when doing sponsor project management activities. Each type of sponsor will have a slightly different executive sponsor role.
Using a sponsorship roadmap and plan is essential to ensure that you are assessing and managing your project stakeholders, tracking what these sponsors need to complete to increase the program’s successes, as well as when these tasks have been completed. Use the free executive sponsor template offered by OCM Solution for free.
Free Project Sponsorship Management Template
When creating your project management sponsor plan, you will find that the free, secured, project sponsor template and tool from OCMS includes fields for you to assess sponsors’ level of.
- Role, and
Once the assessment is completed, the sponsor’s Risk Level will be automatically computed for your convenience.
Furthermore, an auto-generated Sponsor Engagement Plan will be provided, which comprehensively outlines the degree of involvement and influence of your project sponsor. This sponsor engagement plan also articulates your approach to communication with the sponsor and offers various engagement strategies tailored to the assessed Risk Level.
Free Change Management Checklist
A business change can range from implementing new processes or technology integration to changing the entire culture of an organization. Irrespective of the type of change, you need to be familiar with the list of change management tasks that you might need to complete to ensure you are implementing an effective change management program.
Not every project or change will require you to perform all the tasks listed on the OCM Solution industry standard change management checklist. Projects that impact a larger group of users are often the ones that need most or all of the referenced tasks outlined below.
Note that these tasks are broken into five segments to match the five change management phases in the comprehensive OCM Solution change management approach.
Depending on the scale and scope of the change your group or organization is implementing, you can determine which of these change management tasks to complete.
Our free change tools are designed to support your change impact assessment template Prosci-based activities. Don’t miss: OCM Solution Focused Prosci Change Impact Assessment Toolkit. Do you have any questions or feedback about the free change management templates provided by OCM Solution? Send us a message, we’ll love to hear from you.
Free Change Management Strategy Playbook
Get the free simplified, standardized, and enhanced OCM Solution change strategic playbook.
A change strategic playbook is one of the most important change management template deliverables, and it generally needs to be delivered during the early stages of a change program – after conducting your change assessments (change impacts, readiness assessments, stakeholder analysis, etc.).
A change strategy playbook outlines how you will design, develop, implement and track your change management deliverables. You can shave hours or days off the time it takes to develop and present your change management plan using the OCM Solution’ free change strategy playbook.
In essence, a change management strategic playbook summarizes your change management communication, training, stakeholder engagement, resistance management, and other strategies for implementing change. It provides an overview of the scope and scale of the change impacts, and the change methodologies that will be applied, as well as a review of the impacted groups, processes, geographical regions, and legacy tools that will be changed.
The free change management strategic playbook provided by OCM Solution provides an overview of the various strategies that will be used for your communications, stakeholder engagement, end-user engagement, coaching, UAT readiness, Go-Live, leadership engagement, training, and other change management activities.
Screenshots from the OCM Solution Free change playbook.
The strategic playbook for your change management planning is often used to familiarize key stakeholders and program leads on the change management framework being leveraged for the program, as well as providing an overview (a read-out) of the results of your change impact assessment template Excel or cloud, stakeholder analysis, organizational readiness assessment, and other assessments.
OCM Solution’s free Change Management Strategic Playbook includes an end-to-end overview of the various change management template deliverables that can be implemented for any organizational change. It also outlines the key change management framework on which most change programs are based.
You get over 30+ editable slides to choose from to create a thorough, detailed, and impressive change management strategy presentation.
Sign up for a free account to get instant access to this cloud-based change strategic playbook and all our other free toolkits and templates.
Free Project Essentials Tool
The Project Essentials tool serves as the cornerstone of essential project information, providing you with a solid foundation for your project management needs. Project Essentials tool provides a comprehensive overview of vital information concerning the change initiative. This includes essential details such as project objectives, alterations, scope, and their associated effects.
As you collect and input this information into the tool, you will gain valuable insights into the steps required to facilitate the successful adoption of the project.
And this project management tool is completely free!
Enjoy all these great tools for free and supercharge your change management project!
Free OCMS Coaching Tool
OCMS free Coaching Assessment and Management Tool is specifically created to aid in the evaluation and supervision of individuals who require mentoring or coaching. This tool is available at no cost through the OCMS Portal. Within the tool, you’ll have the capability to:
- Swiftly input your desired target audience into the tool.
- Evaluate stakeholders based on three fundamental attributes
- Enthusiasm: This attribute is vital as stakeholders ideally should display a high level of passion and enthusiasm towards the change and their respective roles. If enthusiasm is lacking, addressing this issue becomes imperative.
- Experience: This pertains to the stakeholder’s knowledge and expertise regarding the initiative. The less experienced a stakeholder is, the greater the need for coaching by the change management team to mentor and train them for their role.
- Availability: Availability represents the stakeholder’s accessibility and readiness to engage with the initiative and the team. Some individuals might express enthusiasm for participation but could have limited time to dedicate to their responsibilities. Understanding a stakeholder’s availability is crucial, allowing for necessary adjustments in scheduling and allocation of time as required.
Coaching Assessment & Management Cloud-based Tool in OCMS Portal
The results generated by the coaching assessment and management tool offer valuable insights into the requirements of those undergoing coaching. This aids the change management team in comprehending how to most effectively engage with these individuals.
Conducting a coaching assessment allows for the customization of coaching strategies to align with the distinct needs of each person. Individuals may necessitate varying forms of support and interventions to navigate change successfully.
Additionally, it is crucial to monitor the progress of those undergoing coaching, as a coaching assessment serves as a foundational measurement of an individual’s skills, mindset, and readiness for change. Over time, coaches can utilize this data to track advancements and adapt their coaching approach as necessary.
The OCMS Portal is centered around the concept of interconnectedness. This means that if you come across attributes already marked in the coaching tool, it indicates that these scores have been automatically pulled in from another tool, such as the stakeholder or change champions assessment (paid tools).
Here’s what you can do within the OCMS Portal Coaching Assessment & Management Tool:
- Distribute the OCMS Portal Coaching Assessment survey to facilitate the automatic population of the tool with results.
- Evaluate automatically computed risk levels for each stakeholder – A high risk level indicates a greater need for intensive coaching to align the individual with the project’s requirements.
- Review and adjust an auto-generated coaching plan – This plan provides comprehensive, personalized recommendations based on the individual’s assessment, helping to reduce resistance and maximize support, thereby promoting a smoother project implementation.
In today’s fast-paced world, maintaining competitiveness is the key to success, and our FREE Coaching Assessment and Management Tool, integrated into our advanced OCMS Portal All-in-One suite, is designed to streamline your journey.
Best M&A Integration Plan Template & Checklist
Mergers and acquisitions are one of the types of transformations that involve a lot of things that are changing. Roles and responsibilities, corporate culture, processes, systems, policies, and more can be changed during M&A. Because the number of changes is usually quite high during M&A, the importance of change management is magnified.
Through effective change management practices, you can mitigate negative impacts on employees and increase their buy-in, support, and engagement in the newly transformed organization.
Sign up for a free account. Click on Free Resources and then click on Other Resources to access and download the M&A checklist template.
Best ITIL Templates & Tools
ITIL resources play a pivotal role in streamlining IT service management practices. That’s why OCMS offers a variety of structured templates and tools that enhance efficiency and consistency. They serve as indispensable assets for organizations seeking to maintain high service quality, manage changes effectively, and continuously improve their IT processes.
Discover our extensive collection of ITIL templates and tools, meticulously crafted to optimize your IT service management procedures.
OCMS free ITIL templates provide your organization with the means to:
- streamline processes,
- ensure consistency,
- enhance communication,
- mitigate risks,
- facilitate informed decision-making,
- improve accountability, and
- foster a culture of continuous improvement in your IT service management and change control practices.
Get Started with OCMS free ITIL templates and resources
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Our range of FREE ITIL templates and resources includes:
- ITIL Change Control Policy Template
- ITIL Change Control Process Template
- ITIL Incident Report Template
- ITIL Change Management Document Outline
- Change Control Form Template
- Change Control Board CCB Template
- Change-Control-in-Pharmaceutical Industry-PPT
- ITIL Request for Change
- Change Control Plan Template
- ITIL Change Request Log Template
These ITIL resources have been skillfully designed to empower you in achieving efficiency and effectiveness in ITIL-based change and incident management processes.
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Questions? Contact OCM Solution
What is a free change management template?
A free change template is a streamlined spreadsheet that shows a list of change management tasks and steps that need to be completed to ensure a successful change management program. It includes a timeline Gantt chart for tracking and monitoring your change deliverables and tasks.
What is a change plan?
A change plan is a documentation of your change management strategies and deliverables. It includes a timeline view for when change tasks will be started and completed.
Note: Content on OCM Solution's ocmsolution.com website is protected by copyright. Should you have any questions or comments regarding this OCM Solution page, please reach out to Ogbe Airiodion (Change Management Lead) or the OCM Solution Team today. OCM Solution was previously known as Airiodion Global Services (AGS).