Worksheet: Case for Change Management

While the data is quite clear that projects will be more successful if you apply change management, you may still find yourself working to justify change management to project team members and senior leaders in your organization. Below is a worksheet for making the case for change management by directly linking to the outcomes and objectives of the project you are supporting. Simply download the worksheet, fill in the blanks, and use this case with your project team, senior leader or whoever you are struggling to get resourcing and buy-in from. 

Tips for Success

When using this fill-in-the-blanks worksheet, remember these four things:

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.