Process Checklist is based on ACMP® Standard for Change Management© - First Edition

Prepared by jTask, Inc. San Mateo, CA

sales@jtask.com
Sunday, March 22, 2020

This process checklist is built based on ACMP Standard for Change Management, it should be adapted to fit your specific situation.

Plan
5.1 Evaluate Change Impact and Organizational Readiness
5.1.1 Define the Change
5.1.2 Determine Why the Change is Required
5.1.3 Develop a Clear Vision of the Future State
5.1.4 Identify Goals, Objectives and Success Criteria
5.1.5 Identify Sponsors Accountable for the Change
5.1.6 Identify Stakeholders Affected by the Change
5.1.7 Assess the Change Impact
5.1.8 Assess Alignment of the Change with Organizational Strategic Objectives and Performance Measurement
5.1.9 Assess External Factors that may Affect Organizational Change
5.1.10 Assess Organization Culture(s) Related to the Change
5.1.11 Assess Organizational Capacity for Change
5.1.12 Assess Organizational Readiness for Change
5.1.13 Assess Communication Needs, Communication Channels and Ability to Deliver Key Messages
5.1.14 Assess Learning Capabilities
5.1.15 Conduct Change Risks Assessment
5.2 Formulate the Change Management Strategy
5.2.1 Develop the Communication Strategy
5.2.2 Develop the Sponsorship Strategy
5.2.3 Develop the Stakeholder Engagement Strategy
5.2.4 Develop the Change Impact and Readiness Strategy
5.2.5 Develop the Learning Development Strategy
5.2.6 Develop the Measurement and Benefit Realization Strategy
5.2.7 Develop the Sustainability Strategy
5.3 Develop the Change Management Plan
5.3.1 Develop a Comprehensive Change Management Plan
5.3.2 Integrate Change Management and Project Management Plans
5.3.3 Review and Approve the Change Management Plan in Collaboration with Project Leadership
5.3.4 Develop Feedback Mechanisms to Monitor Performance to Plan
5.4 Execute the Change Management Plan
5.4.1 Execute, Manage, and Monitor Implementation of the Change Management Plan
5.4.2 Modify the Change Management Plan as Required
5.5 Complete the Change Management Effort
5.5.1 Evaluate the Outcome Against the Objectives
5.5.2 Design and Conduct Lessons Learned Evaluation and Provide Results to Establish Internal Best Practices
5.5.3 Gain Approval for Completion Transfer of Ownership and Release of Resources

Acknowledgement:​
jTask acknowledges the Association for Change Management Professionals® (ACMP®) Standard for Change Management©, hereinafter refe
Some material that has been directly quoted from the ACMP Standard content is clearly designated indicating what paragraph in the ACMP S
​
Legal information:​
jTask™, the jTask logo, jTask Consulting™ jTask CCMP Training™,and jTask Pulse™ are trademarks of jTask, Inc. ​
The ACMP logo, ACMP® and the Association of Change Management Professionals® are registered trademarks. Certified Change Managem
MemoryPak™ is a trademark of Watson Educational Games.​
All other trademarks, registered trademarks, service marks, and related branding marks (possibly unmarked) used in this course are the legal
pecific situation.

Checklist
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gement©, hereinafter referred to as “the ACMP Standard”, as being the basis for developing this template. 
paragraph in the ACMP Standard contains the quoted material.​

ertified Change Management Professional™ (CCMP™) is a trademark of ACMP. The Standard for Change Management© is a copyright of the ACMP. ​
n this course are the legal property of their respective owner
is a copyright of the ACMP. ​
Fast-track Process Checklist is based on ACMP® Standard for Change Management© - First Edition
Prepared by jTask, Inc. San Mateo, CA
sales@jtask.com
Sunday, March 22, 2020

This process checklist is built based on ACMP Standard for Change Management, it should be adapted to fit your specific situation.

Plan
5.1 Evaluate Change Impact and Organizational Readiness
5.1.1 Define the Change
5.1.4 Identify Goals, Objectives and Success Criteria
5.1.5 Identify Sponsors Accountable for the Change
5.1.6 Identify Stakeholders Affected by the Change
5.1.7 Assess the Change Impact
5.1.9 Assess External Factors that may Affect Organizational Change
5.1.13 Assess Communication Needs, Communication Channels and Ability to Deliver Key Messages
5.1.14 Assess Learning Capabilities
5.1.15 Conduct Change Risks Assessment
5.2 Formulate the Change Management Strategy
5.2.1 Develop the Communication Strategy
5.2.2 Develop the Sponsorship Strategy
5.2.3 Develop the Stakeholder Engagement Strategy
5.2.4 Develop the Change Impact and Readiness Strategy
5.2.5 Develop the Learning Development Strategy
5.3 Develop the Change Management Plan
5.3.1 Develop a Comprehensive Change Management Plan
5.3.2 Integrate Change Management and Project Management Plans
5.3.3 Review and Approve the Change Management Plan in Collaboration with Project Leadership
5.3.4 Develop Feedback Mechanisms to Monitor Performance to Plan
5.4 Execute the Change Management Plan
5.4.1 Execute, Manage, and Monitor Implementation of the Change Management Plan
5.4.2 Modify the Change Management Plan as Required
5.5 Complete the Change Management Effort
5.5.1 Evaluate the Outcome Against the Objectives
5.5.2 Design and Conduct Lessons Learned Evaluation and Provide Results to Establish Internal Best Practices
5.5.3 Gain Approval for Completion Transfer of Ownership and Release of Resources

Acknowledgement:​
jTask acknowledges the Association for Change Management Professionals® (ACMP®) Standard for Change Management©, hereinafter refe
Some material that has been directly quoted from the ACMP Standard content is clearly designated indicating what paragraph in the ACMP S
​
Legal information:​
jTask™, the jTask logo, jTask Consulting™ jTask CCMP Training™,and jTask Pulse™ are trademarks of jTask, Inc. ​
The ACMP logo, ACMP® and the Association of Change Management Professionals® are registered trademarks. Certified Change Managem
MemoryPak™ is a trademark of Watson Educational Games.​
All other trademarks, registered trademarks, service marks, and related branding marks (possibly unmarked) used in this course are the legal
ent© - First Edition

pecific situation.

Fast Track Checklist

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gement©, hereinafter referred to as “the ACMP Standard”, as being the basis for developing this template. 
paragraph in the ACMP Standard contains the quoted material.​

ertified Change Management Professional™ (CCMP™) is a trademark of ACMP. The Standard for Change Management© is a copyright of the ACMP. ​

n this course are the legal property of their respective owner

is a copyright of the ACMP. ​
Process Checklist Deliverables based on ACMP Standard for Change Management
Prepared by jTask, Inc. San Mateo, CA

Plan ID Plan Type

1 Process
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61 Process
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Acknowledgement:​
jTask acknowledges the Association for Change Management Professionals® (ACMP®) Standard for Change Management©, hereinafter refe
Some material that has been directly quoted from the ACMP Standard content is clearly designated indicating what paragraph in the ACMP S
​
Legal information:​
jTask™, the jTask logo, jTask Consulting™ jTask CCMP Training™,and jTask Pulse™ are trademarks of jTask, Inc. ​
The ACMP logo, ACMP® and the Association of Change Management Professionals® are registered trademarks. Certified Change Managem
MemoryPak™ is a trademark of Watson Educational Games.​
All other trademarks, registered trademarks, service marks, and related branding marks (possibly unmarked) used in this course are the legal
st Deliverables based on ACMP Standard for Change Management
sk, Inc. San Mateo, CA

Plan
Evaluate Change Impact and Organizational Readiness
Change Definition
Charter
Business Case
Vision Statement
Change Objectives and Goals
Success Criteria and Measures
Sponsor Identification
Sponsor Assessment
Stakeholder Analysis
Change Impact Assessment
Organization Alignment Assessment
Modification to Organizational Enterprise Performance Targets (Goals and Objectives)
Modification to Strategic Plan
Modification of Business Case
Modification of Vision Statement
External Environment Impact Assessment
Culture Assessment
Organizational Change Capacity Assessment
Organizational Readiness Change Assessment
Communication Needs Assessment
Learning Needs Assessment
Change Risk Assessment
Risk Register
Formulate the Change Management Strategy
Communication Strategy
Sponsorship Strategy
Stakeholder Engagement Strategy
Change Impact and Readiness Strategy
Learning and Development Strategy
Measurement and Benefit Realization Strategy
Sustainability Strategy
Develop the Change Management Plan
Change Management Plan
Resource Plan
Communication Plan
Impact Assessment and Readiness Plan
Sponsorship Plan
Stakeholder Engagement Plan
Learning and Development Plan
Measurement and Benefit Realization Plan
Sustainability Plan
Change Management and Project Management Plans Integrated
Change Plan Plan Approved by Project Leadership
Feedback Mechanisms to Monitor Performance Plan Set-up
Execute the Change Management Plan
Resource Plan Updated
Communication Delivery Reports
Sponsor Activities Reports
Sponsor Competency Building Activity Reports
Stakeholder Engagement Activity Reports
Sponsor Engagement Activity Reports
 Resistance Management Activity Reports
Learning and Performance Evaluation Reports
Measurement and Benefits Realization Reports
Benefits Realization Activity Reports
Sustainability Communication Event Reports
Sustainability Benefits Reviews
Sustainability Business Performance Reports
Sustainability Evaluations and Reviews
Complete the Change Management Effort
Change Objectives Analysis Outcomes Report
Lessons Learned Evaluation
Remediation Plan
Final Summary Report
Change Initiative Completion Approval Sign-off

e Association for Change Management Professionals® (ACMP®) Standard for Change Management©, hereinafter referred to as “the ACMP Standard”, as
been directly quoted from the ACMP Standard content is clearly designated indicating what paragraph in the ACMP Standard contains the quoted material

 jTask Consulting™ jTask CCMP Training™,and jTask Pulse™ are trademarks of jTask, Inc. ​

® and the Association of Change Management Professionals® are registered trademarks. Certified Change Management Professional™ (CCMP™) is a tr
emark of Watson Educational Games.​
gistered trademarks, service marks, and related branding marks (possibly unmarked) used in this course are the legal property of their respective owner
sales@jtask.com

Status Owner Due Date Background Information

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ereinafter referred to as “the ACMP Standard”, as being the basis for developing this template. 
n the ACMP Standard contains the quoted material.​

nge Management Professional™ (CCMP™) is a trademark of ACMP. The Standard for Change Management© is a copyright of the ACMP. ​

e are the legal property of their respective owner

copyright of the ACMP. ​