It is very important for companies and businesses to come up with a comprehensive plan for whatever project or venture they have chosen to work on and develop. A layout like that helps keep the entire company and the workplace on track for the things that they need to keep in mind, especially potential issues that they may encounter along the way. A comprehensive plan like this is very important to make sure that no more valuable time and resources are wasted on ventures or projects that don’t work out the way it’s supposed to work out. It’s called an action plan, and action plans are really good tools in bringing the overall idea of the venture together. Especially when managers want to implement a change in management. A proper action plan would make sure that the employees trust and love the new system within the organization. Slowly ease them into it before moving forward.

Being able to come up and operate with an action plan helps the entire team prepare for possibly the worst case scenarios that may come up when developing and implementing your project. Keep track of the overall progress, and make sure that everyone who is set to work on the task is on the same page as you. Managerial  changes are sometimes necessary for any company, especially if an organization is taking a new path towards success. So it’s important that whenever managements in a company are changed, the employees under that organization are aware and are familiar with the new policies to be set in place.

Which the change management action plan will do, if the document is written properly of course. Writing an action plan may seem fairly easy on paper, but you have to realize that there are a lot of factors that you need to consider to make sure that your action plan is effective. Properly acquaint yourself with the document before actually writing it by checking out these change management action plan samples that we have listed for you down below. Once you are quite familiar with the document, feel free to use these samples as guides or maybe as templates for when you write your own action plan.

5+ Change Management Action Plan Samples

1. Change Management Action Plan

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2. Sample Change Management Action Plan

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3. Health Leads Change Management Action Plan

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4. Classroom Change Management Action Plan

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5. Organizational Change Management Plan

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6. Change Management and Corrective Action Plan

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What Is a Change Management Action Plan?

An action plan is a document that contains and present the specific details, strategies, and outlines for the entirety of project development and project implementation. Action plans can be used for just about anything, regardless of the specifics, if you have a project or venture that you are working on and want to succeed, then writing an action plan is the best initial step that you can take. It’s like a checklist that presents the actions and the tasks that you need to accomplish in order to ensure the success and effectiveness of your change in management.

It’s usually composed of not more than a couple pages, however that depends on the scale and overall scope of the project that you are working on. Changes in management may cover a lot, but that depends on whether your organization is a huge company or just a small business. The contents of your action plan needs to have the complete details and parameters to make sure that it is comprehensive enough for the entire team to immediately understand the things that they have to do. Clarity is the main quality of an action plan. Vagueness brought upon by unnecessary information and too much work jargons will only lead to further confusion.

How to Write a Change Management Action Plan

Writing an action plan is more than just jotting down a bunch of tasks and activities on a piece of paper. You have to identify your goals first, make sure that you are clear with it, and then enumerate the strategies that you need to take to reach your goals, and finally present all of these information in a comprehensive and effective manner to make sure that your entire management understands and are on the same page as you. There are a lot of steps and elements that you need to remember and keep in mind to make sure that this is fulfilled. These key steps and elements will be listed down and discussed in more detail down below.

1. Define your goal

Before you actually begin writing your action plan, make sure that you have a clear idea of what you want to achieve and how you plan to achieve them. Don’t jump into a venture blindly without properly assessing your situation and the circumstances that you will be working with. You’ll essentially be setting yourself up for failure when you fail to do that.  You can use strategic criteria like SMART to assess your goals and see if it is feasible.

2. List down the steps

Enumerate the steps that you plan to take  in order to reach the goals that you have set. Don’t mind about the order of these just yet. What’s important here is that you are clear with the things that the tasks that you need to do and that everything is taken into account. Be sure to provide enough details and parameters when listing your tasks to so that when your project is in development, these tasks are done the way they are supposed to be done.

3. Prioritize tasks and deadlines

Once you have completely figured out the tasks that you need to do, organize the checklist prioritizing the more labor and resource intensive tasks.  Some steps may even need some prerequisites before you can begin working on them, so make sure that you take those into account as well.

4. Set milestones

Set milestones along the way to give your team something to look forward to even if the deadline is still a ways away. Small victories slowly accumulate over time, just make sure that you are constant with your progress. It’s also just good to give you and your team a pat on the back once in a while. Boost their morale and motivate them to continue moving forward.

5. Identify the resources needed

It’s important to make sure that you have everything that you need and more even before the development for your project has even begun. Gathering resources ahead of time will let you focus more on the development of your project, rather than getting sidetracked in the middle of development due to shortages in supplies.

6. Visualize your plan

Aside from being able to set the parameters for your project, your action plan should be able to communicate the elements that you have previously identified in a clear and comprehensive manner. Visualize your plan to try to see if it will work with your company and its environment.

7. Monitor, Evaluate, Update

An action plan is a ‘live’ document. Meaning that it should be susceptible to change and adapt over time. Review and update the parameters when necessary, depending on how the business grows and evolves.

FAQs

What are the 7 R’s of Change Management?

  • Who raised the change?
  • Who raised the change?
  • What return is required from the change?
  • What are the risks involved in the change?
  • What resources are required to deliver the change?
  • Who is responsible for the “build, test, and implement” portion of the change?
  • What is the relationship between this change and other changes?

What are the key activities in change management?

  • Prepare the Organization for Change.
  • Craft a Vision and Plan for Change.
  • Implement the Changes.
  • Embed Changes Within Company Culture and Practices.
  • Review Progress and Analyze Results.

What are action steps?

Action steps are commonly found within action plans. It refers to the specific efforts or tasks put in place by the company to reach the goals that they have initially set.

A well written action plan can go massive lengths for your company and for the project that you are working on. With the templates and the tips that we have given you in this document, you should now be able to write a winning action plan of your own.

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