The Case for Change Management Worksheet

While the data is quite clear that your projects will be more successful with 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 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 includes relevant details.
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 blanks provided and use it with your project team, senior leader or whomever you are struggling to get resourcing and buy-in from.

Want more help creating the case for change management? Watch this on-demand webinar: