Stop Guessing. Start Governing.
 
The 5-Phase Change Management Policy & Process Guide is the definitive, ready-to-use framework for standardising how your organisation executes change—from minor process tweaks to major digital transformation.
 
This template transforms governance from a bureaucratic hurdle into a disciplined, value-driven process. It provides a comprehensive, structured path across the entire change lifecycle (Initiate, Plan, Execute, Track, and Sustain) ensuring every project maximises adoption and delivers measurable results.
 
Executive-Ready Focus: This template is intentionally brief and focused on core value, established for practical, immediate use and executive-level presentation. 
 
Key Features You Get:
 
Executive-Ready Policy Statement: A standardised policy that defines governance, scope, and mandatory requirements for all organisational changes, ensuring leadership alignment from day one.
Detailed 5-Phase Methodology: Clear, actionable steps for every phase, ensuring no critical step—from assessing readiness to managing resistance—is overlooked.
Worked Example for HRIS: A consistent, practical example (HR System Upgrade) runs throughout the document, showing you exactly how to apply the methodology to a real-world project.
Editable, Guided Workspaces (High Value): Stop building tables from scratch. Dedicated sections empower you to:
Draft Communication Strategy: Quickly outline key messages (WIIFM), channels, and delivery frequency for all stakeholder groups.
Integrated Measurement Dashboard: Set yourself up to define, measure, and report on key metrics such as Adoption Rate, Process Speed, and Support Tickets in one unified place to prove ROI.
Focus on Sustainability (Phase 5): Includes explicit guidance on embedding the change into SOPs, conducting post-launch audits, and developing Lessons Learned for continuous improvement.
 
Who is This For?
 
Change Managers: Immediately deploy a best-practice process instead of building one.
Program Directors: Standardise governance and reporting across multiple projects.
Consultants: Deliver a robust, professional policy to clients instantly.
 
Transform your change management maturity today. Guarantee consistency, reduce adoption risk, and prove the value of your projects with this essential, easy-to-use, cut-through template.
 
Create a Compelling Narrative. Present a Business Case.
 
The Change Proposal Template is the essential, executive-ready tool designed to formally request, justify, and gain approval for any significant organisational change. It acts as the governance gateway, ensuring every initiative is rigorously assessed for strategic value and potential adoption risk before resources are committed.
 
Why This Template is Mandatory for Success:
 
Unassailable Case for Change: The structured Case for Change (Section 2) forces you to define measurable objectives, quantify current pain points, and clearly articulate the tangible and intangible benefits—all essential for securing executive buy-in.
Rapid Risk Identification: The Preliminary Assessment (Section 3) provides immediate clarity on project boundaries, identifies key affected stakeholders, and pinpoints preliminary risks (e.g., Adoption Risk, Project Risk), allowing you to proactively manage resistance.
Focused Resource Justification: The dedicated Resource Estimate (Section 4) focuses exclusively on the people-side costs—time, external support, and sustainment budgets—allowing you to justify the necessary investment in change management to maximize adoption.
Clear Authorisation Chain: The Approval Sign-Off (Section 5) provides a formal structure for commitment from the Requester, the Change Manager, and the crucial Executive Sponsor, cementing accountability and authorisation.
Built-in Workflow Guidance: The final page offers a clear, editable checklist for navigating the approval workflow and dictates the proper archiving procedures once the project is complete.
 
This is not just a form; it is your blueprint for turning an idea into an approved, governable project that delivers on its strategic promise.