Most of you are involved in projects that impact how people do their jobs. While the data is quite clear that your projects will be more successful if they apply change management, you may still find yourself working to justify change management to project team members and senior leaders in your organization.

Download this worksheet to make the case for change management. 

Tips for Success

When using the worksheet or writing your own business case for change management, use the following four tips for the best results:

  1. Link the case for change management directly to the results and outcomes the project has set out to achieve. Show how objectives depend on individual adoption.
  2. Be specific! Your case is more compelling when it is specific.
  3. Capture both the "upside" and the "downside." The upside relates to the likelihood that the project realizes benefits. The downside relates to additional costs, risk and inefficiencies from poorly managing the people side of change. A compelling case addresses both.
  4. Be clear about what you want. Conclude your case by making a specific request - whether that is for resources, budget or specific messaging about the importance of change management.

This worksheet shows you how to directly link change management to the outcomes and objectives of the project you are supporting or want to support. Simply fill in the provided blanks and use it with your project team, senior leader or whoever you are struggling to get resourcing and buy-in from.


business case for change management worksheet
Written by
Tim Creasey
Tim Creasey

Tim Creasey is Prosci’s Chief Innovation Officer and a globally recognized leader in change management. His work forms the foundation of the largest body of knowledge in the world on managing the people side of change to deliver organizational results.

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