Change Management Checklist

3 Min Read
Change Management Checklist

Change Management Checklist to help your business change quickly and easily. Understand what change management is and how it can benefit your business and staff.

Make sure everyone knows why the change is essential for the future of the business and how you plan on implementing the process. Gathering the team most affected by the change allows them to have input and a voice in suggestions. If they have helped in designing the change, they will be more driven for it to succeed and have a feeling of ownership.

Benefits of Change Management

One of the main benefits of a change management process is to ensure that a new direction is communicated throughout the business and that your people understand what they need to do to make the change and why it is necessary.

One of the most common reasons for failure when implementing any change within a business is not communicating to the right people at the right time and in the right way.

Change Management Checklist

To help guide you and know you are doing things right, here is a change management checklist of things you should be doing to make the change you want. Produce various documents to help plan, communicate, and implement your business change. The more you check off, the more you do the right thing.

Ready to dive in?
Start Your Free Trial Today

Change Management Checklist

Change Management Checklist to help your business change quickly and easily.

Why is the change necessary?


What’s actually going to change?


How will the change be introduced?


Do people understand why the change is needed


Reinforce change making it a natural part of everyday life?


Review the change

Change Management Checklist Importance

To begin with, you need to have the plan to work with this is where a checklist can offer great benefits. You need to have a clear and concise plan for making the change. What do you want to do? What are the objectives? What do you need to do to get there?

Understand what you want to achieve It’s important to set clear objectives for the change in place. This will ensure that everyone understands what is being changed, why it is being changed and how it will benefit the business moving forward.

Identify and communicate who needs to be involved. Make sure that the change is designed to fit in with current processes and systems. It is also important to identify who will need to be involved with the change, as this will affect who can have input into it.

Plan the change, involve the right people affected by the change, understand their views and concerns, and ask for input. Ensure the team knows the change, including what they need to do and when.

Gather feedback from the team. Create a formal process for gathering feedback to ensure that everyone is happy with the change. This should include asking people for their ideas and opinions about the change and what could be improved.

Change Management Methodologies

Kotters 8 Step Change Model – Created by John Kotter, a professor at Harvard came up with 8 step process to adapt to change.

Lewins Change Model – 3 Step Process – Developed by Kurt Lewin an American-German social psychologist who identified that staff are always resistant to change and takes that into account.

Design of Experiment: Evaluate the Effect of Making Changes to a ProcessSir Ronald A. Fisher developed the method and noticed the connection between factors affecting a process and the result of the process. 

Seven R’s of Change Management Checklist – Seven simple questions you can ask to help assess change-related risks.

ADKAR Model: 5 Building Blocks for Successful Change – Breaking the change into its most basic critical elements.

Frequently asked questions
Looking for more info? Here are some things we're commonly asked
Change Management

Yep, like every other website we also use
delicious cookies to track you.