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Introduction

This multi-file toolkit helps buyer organizations understand what is required when conducting change management due to an outsourcing initiative. It also provides sample documents that can be leveraged as the starting point to implement an effective change management process.

Scope

The scope of the change management toolkit encompasses six elements that go into the design of a change management process. The toolkit presents a structured method of conducting change management and a structured set of change management tools but is not a one-size-fits-all solution and will require a varying degree of customization based upon the user’s specific needs. In addition, it is not a replacement for having experienced resources involved in the complicated design and implementation of a change management process.

Contents

The Change Management toolkit provides assistance by offering tools in the areas of:

• Change Management Analysis: Stake holder interview template, Stakeholder group analysis, & Organization assessment tool.
• Sponsorship & Leadership: Change management plan, Stakeholder matrix, Project leader activity checklist, Change management project charter.
• Organization & Job Design: Change agent role, Sample Role description templates
• Communications: Sourcing communications best practices, Communication plan & matrix, Staff announcements, Sample communication calendar.
• Training & Development: Training & development plan, Competency framework & training development plan.
• Impact Tracking: Employee readiness survey, Employee feedback template, Change effectiveness metrics, Employee assessment for change readiness.