CHANGE PROPOSAL TEMPLATE

Date:

Change No:

Project:

Requested By:

Addressed To:

CHANGE PROPOSAL

PROPOSED CHANGE

REASON FOR CHANGE

INTENDED OUTCOME(S)

ESTIMATED DURATION

ESTIMATED COSTS

ADDITIONAL FACTORS TO CONSIDER

POTENTIAL BENEFITS
NGE PROPOSAL TEMPLATE

CHANGE PROPOSAL

POTENTIAL NEGATIVES
 CHANGE LEADERS TEMPLATE

Date:

Change No:

Project:

CHANGE LEADER TITLE & ROLE REASON FOR INVOLVEMENT

PERSON 1

PERSON 2

PERSON 3
PLATE

RELATED PEOPLE KEY RESPONSIBILITIES

 CHANGE MANAGEMENT COMMUNICATION

Date:

Change No:

Project:

CHANGE LEADER TITLE & ROLE

Person 1
Person 2
Person 3

EVENT OR ACTION
Announcement of change
Initial training regarding change
Kickstart Execution of change
Action 4
Action 5
 CHANGE MANAGEMENT COMMUNICATIONS PLAN TEMPLATE

PEOPLE/DEPARTMENTS

DATE EVENT OR ACTION WILL OCCUR

OMMUNICATIONS PLAN TEMPLATE

CHANGE MANAGEMENT MODEL(S):

CHANGE SUMMARY

FACTORS TO CONSIDER

CHANGE LEADER(S) IN CHARGE OF COMMUNICATION AUDIENCE

REASON FOR COMMUNICATION METHOD OF COMMUNICATION
NOTES
 CH

Date:

Change No:

Project:

ORIGINAL DATE OF EVENT

EVENT OR ACTION OF ACTION DATE OF ANALYSIS

(Example) Presentation - Overview of

Salesforce 8/1/2019 8/2/2019
Action 2
Action 3
 CHANGE MANAGEMENT ANALYSIS TEMPLATE

CHANGE MANAGEMENT MODEL(S):

CHANGE SUMMARY

FACTORS TO CONSIDER

ISSUES SUCCESSES

Sales team does not understand why

automation is a benefit. Employees are excited to use Salesforce analytics
ACTION NEEDED NOTES
Follow up training with data that demonstrates how
automation will free up employee time to focus on high-
value leads
 CHANGE MANAGEMENT TOOLS TEMPLATE

Date:

Change No:

Project:

TOOL PURPOSE OF TOOL

Tool 1
Tool 2
Tool 3
CHANGE MANAGEMENT TOOLS TEMPLATE

CHANGE MANAGEMENT MODEL(S):

CHANGE SUMMARY

FACTORS TO CONSIDER

CHANGE LEADER USERS

COST OF TOOL
 CHANGE MAN

Date:

Change No:

Project:

TYPE OF TRAINING AUDIENCE INTENDED OUTCOME

 CHANGE MANAGEMENT TRAINING PLAN TEMPLATE

CHANGE MANAGEMENT
MODEL(S):

CHANGE SUMMARY

FACTORS TO CONSIDER

METHOD OF DELIVERY TOOLS & EQUIPMENT TRAINING LEADER

PLANNING TIME DURATION OF TRAINING COST OF TRAINING
 CHANGE REQUEST FORM TEMPLATE

Date:

Change No:

Project:

Change Initiator

Description of Change

Reason for Change

Priority

Impact on Deliverables
Impact of change
Resistance
PLATE