Change Management - Tools & Templates

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.

Change Assessment Tool

Use this tool to assess the upcoming change and to identify areas of strength and opportunity.

Sustainment Owner Planning Template

Provide the owners of sustainment plan implementation with this template to drive accountability for sustainment implementation.

Learning in Action: Equip Managers to Navigate the Change Management Process

Use this learning in action sheet to reinforce key points from the change management process training deck.

Handbook: Equip Managers to Navigate the Change Management Process

Use this handbook to guide learners through the change management process training.

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.

List of Change Management Projects

Use this tool to provide a high-level overview and tracking of all the change projects in progress within the organization.

Project Level Assessment and Prioritization Tool

Use this tool to assess risk and complexity of projects and prioritize them.

Activities: How to Be an Effective Change Agent

Use these optional activities to help change agents apply insights from the role guide to a current or future change.
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