Change Management - Tools & Templates

M&A High-Level Culture Assessment Tool

Use this tool to assess various aspects of your organization's culture as well as the acquired or target organization's culture.

HR Resilience Interview Guide

Use this guide to conduct one-on-one interviews with HR practitioners and uncover how resilience needs differ for HR.

Employee Resilience Questions

Use this template for recommended questions to use in a resilience behaviors questionnaire.

Internal Communications Guide Template

Use this template to provide communicators across the organization with guidance on how to communicate effectively.

Role Plays: Equip Managers to Lead Through Change

Use these role play scenarios during manager training on change management to supplement the training content and give managers the opportunity to put their learning into...

Internal Communications Audit

Use this template to collect data on the current state of internal communications.

Handbook: Equip Managers to Lead Through Change

Use the participant handbook as a takeaway guide for training participants to reference during and after the Equip Managers to Lead Through Change training session.

Change Framing Template

Use this template to document a change overview.

Change Post-Mortem Template

Use this template to record lessons learned during change implementation.

M&A Terms and Conditions Inventory

Use this tool to evaluate the terms and conditions of both the acquiring and acquired organization, and select a target position for each term or condition.
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