Free change management templates

These free change management templates come in two sets. Eleven work in your browser: a change management plan, a stakeholder map, a change impact assessment, a communication plan, a RACI chart, a team charter, team norms, a one-on-one meeting, a premortem, an after action review and a root cause analysis template. The other 15 are the printable fill-in templates from the book Unfrozen, one per page with room to write. Jump to the online templates.

Download the printable templates (PDF, free)

Each template is explained in full in its chapter of the book. The header on each page tells you which chapter and when to use it. Day 1 is the day a change is handed to you to carry, and the week numbers count from that day.

What's in the pack

1. The week-one check with your boss Introduction · by Friday of week one
2. The listening-tour script, one per person Chapter 1 · weeks one and two
3. Three questions and the first 10 seconds Chapter 2 · from week one
4. The follow-up record Chapter 2 · every time someone brings you bad news
5. The Friday update Your 90-day calendar and tools · every Friday from week two
6. The upward agreement Chapter 3 · draft by Friday of week four, meet early in week five
7. The “decide how” worksheet Chapter 4 · session on Friday of week five
8. The one-page pitch Chapter 5 · optional, weeks six and seven
9. Choosing your window Chapter 5 · optional, by Monday of week seven
10. The 30-minute review Chapter 6 · every two weeks from week seven
11. The pause rule Chapter 6 · ask by Friday of week ten
12. The capacity check Chapter 7 · quick in week one, full in weeks nine and ten
13. One supportive act a week Chapter 7 · optional, week ten onward
14. What to say when the plan changes or a sponsor leaves Chapter 8 · within two working days
15. The 90-day look-back Your 90-day calendar and tools · around day 90

Free templates you can fill in online

These single templates are separate from the book pack. Each works in your browser, keeps your answers only on your device, and can be copied as text or printed.

• Change management plan One page, nine fields
• Stakeholder map Who the change touches, their influence and their view
• Change impact assessment What changes for each group, and what else they are carrying
• Communication plan Who hears what, from whom, when, and how you hear back
• RACI chart Who is Responsible, Accountable, Consulted and Informed
• Team charter Purpose, outcomes, roles and how the team decides
• Team norms and working agreement How the team works together, and how you will notice a slip
• One-on-one meeting Their agenda first, then what is in the way
• Premortem Imagine the project failed, then fix the plan
• After action review Four questions after the work, ending in owners
• Root cause analysis Why one problem happened: 5 Whys, cause categories, fixes with owners

Get the editable version: the ten templates above other than root cause analysis, as Word, Excel and PowerPoint files, plus the five conversation kits, each with a worked example, in the Change Toolkit.

Using them with your team

You may print, copy and adapt these templates for your own use and for internal use with your own teams. Please don't sell them or republish them without permission.