Home Project Management 10 Free Change Management Templates for Excel and Word

10 Free Change Management Templates for Excel and Word

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It’s a cliche to say nothing is fixed however change, however cliches develop from truths. Undertaking managers perceive this and work arduous to create change administration plans that guarantee their initiatives run easily. Undertaking administration software program helps, too, however when you’re not able to improve, we now have some free change administration templates that may assist you to handle change.

Should you’re on the lookout for different free undertaking administration templates, you’re in the fitting place. Our web site is a hub for a wide range of content material associated to the sector, together with weekly blogs, movies and, sure, free templates. There are downloadable templates for each section within the undertaking life cycle. We’ve cherrypicked the very best change administration templates and have listed them under.

1. Hole Evaluation Template

By definition, change takes you from one level to a different. It won’t be one thing you need, however as a rule, it’s one thing the consumer needs. They ship a change order and, as soon as accredited, it’ll be your job to determine learn how to get from level A to level B. The free gap analysis template for Excel helps you analyze the place you might be and the place you need to be.

ProjectManager's free gap analysis template

A niche evaluation isn’t strictly for change administration. It’s usually used as a device to assist organizations meet long-term objectives, keep modern and customarily enhance their processes. However this undertaking administration chart may help you collect the knowledge you’ll have to implement that change by way of a revised plan, together with what assets you require and the timeline through which it have to be accomplished

2. Undertaking Plan Template

That makes for a pleasant segue into the subsequent on our listing of free change administration templates. In a niche evaluation, you construct an motion plan, however our free project plan template for Word fills within the lacking items. Now you’ve gotten a device that will help you scope your work and break it down into small items that’ll make it simpler to execute and handle.

ProjectManager's free project plan template

Apart from itemizing all of the actions and duties that implement your change, you can even word milestones, phases and the useful resource necessities you’ll want. There are additionally fields that seize the schedule, any process dependencies in addition to assumptions and constraints. This prices cash so there’s additionally a spot to estimate the funds, add a threat log and lay out the change administration course of.

3. Undertaking Timeline Template

A part of the plan, maybe probably the most essential features, is the schedule. You’ll be able to create a schedule on our free project timeline template for Excel. This is among the free change administration templates that go the additional mile. There’s a spreadsheet that lists your duties, begin dates, finish dates and length. As you add them, they populate a visible timeline to the fitting. You’ll be able to color-code the phases and see the timeline for the change you’re implementing all on one web page.

As highly effective as that template is perhaps, it pales compared to ProjectManager. Our sturdy Gantt charts are greater than a spreadsheet and timeline, you may hyperlink all 4 forms of dependencies to keep away from delays after which set a baseline to seize the price, assets and schedule of your plan. Our software program then robotically reviews on the deliberate effort versus the precise effort in actual time. Now you may see when you’re on schedule and, if not, reallocate assets rapidly to get again on monitor. Get began with ProjectManager in the present day without cost.

ProjectManager's Gantt chart
ProjectManager’s Gantt chart does rather more than a timeline template can do. Learn more.

4. Change Request Kind

Change can come out of the blue. There may very well be a weather-related difficulty or gear downside. However as a rule, that change is being requested, often by a consumer after you’ve already began executing the undertaking. With the intention to be certain that the change doesn’t trigger delays, be certain that it’s delivered with our free change request form template for Word.

ProjectManager's free change request form template

You need to use this free change administration template to gather each facet of the change on one web page. Write a quick description, impression on the undertaking and no matter different data decision-makers will want. Bear in mind, this can be a change request. Meaning all events should agree on it, which makes the change manageable with out derailing the bigger undertaking.

5. Change Log Template

A key a part of any change administration plan is a change log. It’s the way you management change in your undertaking. Our free change log template for Excel provides undertaking managers larger visibility. It’s recognized and staff members have been assigned to answer it. Subsequently, they’ve accountability and you may monitor the trouble.

ProjectManager's free change log template

When you obtain the free spreadsheet, you may quantity the change to make it simple to know which change you’re tracking. There’s area to notice when the change was first recognized, who on the staff has been assigned to answer it and what the precedence is. You’ll be able to word the standing, too, with a purpose to higher monitor its life cycle.

6. Stakeholder Evaluation Template

Whether or not modifications come from stakeholders or not, they’ve a vested curiosity within the undertaking. Undertaking managers should preserve them up to date on the progress of the undertaking and that features any modifications that happen. Our free stakeholder analysis template for Excel is a superb device to determine and handle your undertaking stakeholders.

ProjectManager's free stakeholders analysis template

You’ll discover fields to outline stakeholders, together with including fundamental details about them, comparable to their title, electronic mail and affect of energy on the undertaking, whether or not it’s excessive, medium or low. Subsequent, you may word every stakeholder’s relationship to the undertaking in addition to word their precedence, material experience (SME) and related expertise. Lastly, there’s an area to stipulate how to communicate with every, together with frequency.

7. Communication Plan Template

Talking of communication, that is perhaps probably the most essential features of change administration. The worst factor about change in the case of your undertaking will not be acknowledging it. There have to be transparency and for that to occur you have to use our free communication plan template for Word.

ProjectManager's free communication plan template

This template goes by way of the whole lot, such because the background of the undertaking—its imaginative and prescient and objectives, objectives and timeframe and communication employees and instruments to overview the effectiveness, communication plan and report final result. There’s additionally a spot to discover state of affairs evaluation, classes realized tips, messaging, supply channels, schedule and, after all, stakeholders.

8. Price-Profit Evaluation Template

Not all modifications are a precedence. That’s why it’s important to word the precedence with a purpose to know learn how to reply. A technique to try this is with our free cost-benefit analysis template for Excel. It’s one of many change administration templates you’ll end up reaching for as a rule. It may well assist you to resolve if the change is definitely worth the funding.

ProjectManager's free cost-benefits analysis template

Some modifications aren’t debatable. If there’s a top quality difficulty, it have to be addressed. Nonetheless, not all modifications are the identical and positively, not all are created equally. With the free template, you may take a look at quantitative prices in opposition to quantitative advantages to calculate if the cash you place in is price the advantages you get out of the change.

9. Undertaking Finances Template

Modifications price cash. With the intention to guarantee these prices are in keeping with your funds or you may offset them when it comes to the schedule or scope of the undertaking, you should utilize our free project budget template for Excel.

ProjectManager's free project budget template

A funds helps you estimate all of the duties that make up your undertaking. That features all of the assets you’re going to want, too. Sure, that is for your entire undertaking, however it may be utilized to simply the change or you may add some wiggle room within the funds that will help you pay for no matter modifications are deemed obligatory.

10. Change Order Kind Template

Development undertaking managers are all too accustomed to change. They cope with complicated initiatives and alter administration is important to maintain them on monitor. That’s why they all the time use a change order type, and you may too by downloading this free change order form template for Word.

ProjectManager's free change order form template

The change order type has a spot to write down why the change is being requested, the chance it supplies to the undertaking and an outline of that change. You’ll be able to add the price concerned in implementing the change and the estimated length. There’s a complete price and signature line to make sure that everybody has agreed on the value, change and timeframe.

ProjectManager Helps With Change Administration

A number of the free change administration templates listed above are useful, however some is perhaps irritating as they should be manually imputed. Older variations will be floating round that may trigger expensive mix-ups. ProjectManager is award-winning undertaking administration software program that has the characteristic you have to plan, handle and monitor your change administration plan in actual time.

Work on A number of Undertaking Views

Undertaking managers will create the change administration plan on a Gantt chart, however groups use completely different instruments to implement these modifications. That’s why we now have a number of undertaking views which are all up to date in actual time collectively so everyone seems to be all the time engaged on probably the most present data. Whether or not groups use kanban boards to visualise their workflow or a strong process listing to trace their work, our device provides you the liberty to serve cross-functional groups and never make them regulate to the software program.

ProjectManager's kanban board
Hold Observe of Progress on Actual-Time Dashboards

Somewhat than use static change administration templates to trace change, we now have real-time dashboards that offer you a high-level view of the undertaking. They seize reside information and show it in easy-to-read graphs and charts that present the general well being of the undertaking, but in addition prices, time, workload and extra. There’s no time-consuming configuration as with light-weight instruments. It’s plug-and-play.

ProjectManager's dashboard

Need extra element? Use our customizable reviews. They’re generated in a keystroke and will be filtered to point out solely the info you need to see. Then share them along with your stakeholders to maintain them up to date on modifications to the undertaking.

Associated Change Administration Content material

Change administration is a giant subject. Change administration templates solely brush the floor. ProjectManager isn’t solely superior undertaking administration software program, it’s a web site to find out about each section of undertaking administration. Here’s a number of change management-related content material.

ProjectManager is on-line undertaking administration software program that empowers groups to plan, handle and monitor modifications of their initiatives. Our collaborative platform connects groups throughout departments or continents, permitting them to share information, make feedback and extra. Apart from fostering collaboration we now have process administration, threat administration and useful resource administration options to maintain groups productive and initiatives on schedule. Get started with ProjectManger today for free.

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