1. Please read and then delete this slide
This template is provided as a guideline only for change management presentations. Only headings are provided. See Prosci’s toolkit for additional information.
The sequence of this presentation is a suggestion only. Prepare your story in a way that makes sense to you and your audience.
Prosci Change Management Template

2. Project description and background
Keep it brief!
Remember to start with a compelling story of why change management is important to the success of your change and the risk of not managing the people side of the change. Include the risk to the organization if this change is poorly managed.
Address the pain points of your audience and what they care about (e.g., executives will focus on financials)
Prosci Change Management Template

3. Connecting change management to business results
Connect CM to financials
Make a clear statement of how change management directly impacts the value and financials for this project. Use tools, graphs and others methods that help your audience understand how change management impacts your project objectives and return on investment.
Remember that the objective of managing the people side of change is to achieve business results on time and on budget; however, your audience will not automatically make this connection.
Prosci Change Management Template

4. Change characteristics
Gather highlights from the change characteristics assessment including how many employees, how many groups, type of change, magnitude of the change, etc. – do not use the “score” from the assessment since that is only meaningful to you and not your audience.
Prosci Change Management Template

5. Impact assessment by group
If you cut and paste from the Impact Index tool, use the command “paste special” in PowerPoint and then select “picture.”
Prosci Change Management Template

6. Organizational attributes
Provide the top 2 or 3 insights about your organization that makes it change ready or change resistant.
Prosci Change Management Template

7. Change characteristics
Risk assessment grid
Change
Medium risk
High risk
resistant
Organizational
Attributes
Change ready
Low risk
Medium risk
Small
Large
Incremental
Disruptive
Change characteristics
Prosci Change Management Template

8. Unique risks and challenges
Study the results of the Impact Index (your assessment results) and select a few specific areas to discuss here. If your summary page had high-risk (red-shaded) scores, talk specifically about why, and highlight these risks in your presentation.
Prosci Change Management Template

9. Prosci Change Management Template
Potential consequences to the organization if this change is poorly managed
Brainstorm what may occur to the organization if this change is poorly managed. What is the risk to the organization if this change fails?
Prosci Change Management Template

10. Team structure and sponsor model
Create your combined team structure and sponsor model
Prosci Change Management Template

11. Anticipated points of resistance
Where do you expect to encounter resistance and why?
Consider combining with the special tactics slide (next slide)
Prosci Change Management Template

12. Special tactics for this change by group
What tactics might I employ early in the project to prevent this “anticipated resistance” from occurring?
Prosci Change Management Template

13. Change management team preparation strategies
What type of training will your team need in change management?
What components of change management represent the largest gaps for your team?
Prosci Change Management Template

14. Sponsor assessment diagram
This diagram is the number one predictor of success or failure for a project. Take your time and be candid with your assessment.
Prosci Change Management Template

15. Unique sponsorship challenges
Summarize your sponsorship issues from the sponsor assessment diagram and from the Impact Index.
Prosci Change Management Template

16. Steps for educating sponsors
How will you prepare your business leaders to be effective sponsors?
Prosci Change Management Template

17. Communications plan target audiences
These audiences should be the same as those identified as your “impacted groups” from the assessment exercise.
Prosci Change Management Template

18. Prosci Change Management Template
Communication plan
You may choose to complete the template on the CD (Managing Change tab), but for your presentation, find a creative way to illustrate how you will deploy your communications.
Prosci Change Management Template

19. Prosci Change Management Template
Sponsor roadmap
Be sure to address the issues identified in the sponsor assessment diagram.
You may choose to complete the template on the CD (Managing Change tab), but for your presentation, find a creative way to illustrate the key sponsor activities.
Prosci Change Management Template

20. Prosci Change Management Template
Coaching plan
Prosci Change Management Template

21. Coaching training agenda
Prosci Change Management Template

22. Identifying resistance (what will resistance look like)
Prosci Change Management Template

23. Resistance management plan
Prosci Change Management Template

24. Prosci Change Management Template
Training plan
Prosci Change Management Template

25. Steps for integration with project plan
Prosci Change Management Template

26. Collecting employee feedback
Prosci Change Management Template

27. Prosci Change Management Template
Auditing compliance
Prosci Change Management Template

28. Corrective action process
Prosci Change Management Template

29. Recognizing and celebrating success
Prosci Change Management Template

30. Next steps to complete change management planning
Prosci Change Management Template

31. Next steps with the project team
Prosci Change Management Template

32. Next steps with the project sponsor
Prosci Change Management Template