Organizational Change: Student Workbook

Change Management Exercises and Planning

Exercise 1: Assess Your Change

Change Initiative: ________________________________________________________

Type of Change:
[ ] Incremental/continuous improvement
[ ] Transformational
[ ] Reactive (responding to external forces)
[ ] Proactive (strategic initiative)

Change Readiness Assessment:

Rate organizational readiness (1-5):

• Strategic clarity: ___
• Resource availability: ___
• Change saturation: ___
• Leadership stability: ___
• Historical change success: ___

Overall readiness: _________________________________________________________

Exercise 2: Develop Change Vision

The Problem/Opportunity:

Why is this change needed? What drives it?

The Vision:

What will the future look like after successful change?

The Bridge:

How will we get from current to desired state?

Exercise 3: Stakeholder Analysis

Exercise 4: Change Strategy

People Strategy:

• Communication plan: ______________________________________________
• Training needs: __________________________________________________
• Support systems: _________________________________________________
• Resistance management: ____________________________________________

Process Strategy:

• Implementation roadmap: __________________________________________
• Sequencing: ______________________________________________________
• Pilot approach: ___________________________________________________
• Rollout timeline: _________________________________________________

Technical Strategy:

• System changes: __________________________________________________
• Technology requirements: __________________________________________
• Data and integration: _____________________________________________

Organizational Strategy:

• Structure changes: ________________________________________________
• Role changes: _____________________________________________________
• Performance management alignment: _________________________________

Exercise 5: Communication Plan

Key Messages (what do stakeholders need to know?):

Communication Channels:

• Email: Purpose? Frequency? __________________________________________
• Meetings: Type? Frequency? __________________________________________
• Other: ___________________________________________________________________

Addressing Concerns:

What concerns do people have? How will we address them?

Exercise 6: Stakeholder Engagement

Early Adopters and Champions:

Who will we engage to model change?

Neutral Stakeholders:

How will we move them toward support?

Resistant Stakeholders:

How will we address concerns and support adoption?

Exercise 7: Managing Resistance

Expected Resistance Points:

Root Causes:

Why might people resist? (competence loss, uncertainty, disagreement, etc.)

Support Strategy:

How will we support people through change?

Exercise 8: Progress Monitoring

Leading Indicators (activities suggesting success):

Lagging Indicators (outcomes confirming success):

Monitoring Schedule:

• Weekly: ________________________________________________________________
• Monthly: _______________________________________________________________
• Quarterly: _____________________________________________________________

Exercise 9: Sustaining Momentum

Early Wins:

What quick successes will we celebrate?

Maintaining Urgency:

How will we keep focus on change?

Preventing Backsliding:

How will we make new way "the way we work"?

Exercise 10: Learning Retrospective

What Went Well:

What Was Challenging:

What We'd Do Differently:

Organizational Learning:

What did we learn about our organization? Our capability?

Change Leadership Action Plan

Over the next 30 days, I will:

1. Develop change vision by: _______________________________________________

2. Engage stakeholders by: _________________________________________________

3. Communicate urgency by: _________________________________________________

4. Build change coalition by: ______________________________________________

5. Monitor progress by: _____________________________________________________

Accountability Partner: _________________ Check-in: _____________________