Welcome to OCM Solution’s library of free change management plans, templates, and tools and project management templates designed for change managers, project leads, program managers, HR, and all change practitioners.
As pioneers of best change management practices and frameworks, we believe in supporting the global change and project management communities, including developing and offering best change practices and processes like the free organizational change management (OCM) templates, free change checklists, business change plans, free ITIL control guides, and free business transformation tools below.
A decade after Steve Jobs handed the reins of leadership at Apple to Tim Cook, I was hired to establish Apple’s first ever B2B Change Management OCM Practice. I have been a hands-on Change Management Project Lead for over 15 years and have delivered tactical and strategic business change management programs across global organizations including Intel, Apple, HSBC, Acc enture, Silicon Valley Bank, Cisco, Goldman Sachs, Deloitte, and other firms.
During my tenure, I have discovered that leveraging the free change management checklists, templates, and tools below offers tremendous value to all levels of change practitioners, from new Change Practitioners all the way up to Senior Change Managers, and also Change Consultants.
Reach out to us if you have any questions about the free organizational change management tools and free change practitioner software offered below.
Ogbe Airiodion
Senior Change Management Lead
Strategic and Tactical Change Implementation
Do you have any questions or feedback about the free change management templates provided by OCM Solution? Send us a message, we’ll love to hear from you.
List of Free Change Checklists, Templates and Tools
All our free change management tools are store securely in the Cloud, which allows you to easily access it and download using any device. Everything is centralized in one place. Sign up for a free account today to access all these resources.
Contact us if you have any questions about the best free project planning software or the change manager tools outlined in the sections below.
Free Change Management Roadmaps
A change management roadmap is a graphical overview of the change management deliverables and activities that need to be implemented to support a business change. A change management roadmap is one of the top deliverables that change managers need to create, especially because leadership and stakeholders are always interested in seeing and reviewing your change management roadmap and impacted timelines.
Choose between a wide selection of FREE Excel and PowerPoint change management roadmaps that you can easily export and use offline. Here are all the OCM Solution’s free roadmap templates you can download:
Begin from a pre-filled, color-coded template and edit the roadmaps for your specific project needs.
Free End-to-End Change Roadmap – Sample
Get the free OCMS free change management roadmap tools which makes it easy to put together the roadmap for your change management project plans. This provides a comprehensive way to communicate your change project timeline, key milestones, deliverables, and other activities.
When using the OCM Solution Free Change Management Roadmaps version, you have the freedom to make your timeline look the way you like. This includes the ability to:
The section below provides an overview of the free OCM Solution project sponsorship management template. Contact us if you have any questions about any of the free organizational change tools offered by OCM Solution for change managers and project practitioners to use.
Free Executive Sponsor Plan & Guide Tool
A project sponsor is a specific type of stakeholder. He or she is a manager or leader that is willing to sponsor a change or a person who has been mandated by the organization’s leadership to be involved in sponsoring a change.
Change practitioners and project leads often assume that there is only one type of executive sponsor. Which is not the case. There is more than one type that you need to know when doing sponsor project management activities. Each type of sponsor will have a slightly different executive sponsor role.
Using a sponsorship roadmap and plan is essential to ensure that you are assessing and managing your project stakeholders, tracking what these sponsors need to complete to increase the program’s successes, as well as when these tasks have been completed. Use the free executive sponsor template offered by OCM Solution for free.
Free Project Sponsorship Management Template
When creating your project management sponsor plan, you will find that the free, secured, project sponsor template and tool from OCMS includes fields for you to assess sponsors’ level of.
Once the assessment is completed, the sponsor’s Risk Level will be automatically computed for your convenience.
Furthermore, an auto-generated Sponsor Engagement Plan will be provided, which comprehensively outlines the degree of involvement and influence of your project sponsor. This sponsor engagement plan also articulates your approach to communication with the sponsor and offers various engagement strategies tailored to the assessed Risk Level.
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Do you have any questions or feedback about the free change management templates provided by OCM Solution? Send us a message, we’ll love to hear from you.
Free Change Management Checklist
A business change can range from implementing new processes or technology integration to changing the entire culture of an organization. Irrespective of the type of change, you need to be familiar with the list of change management tasks that you might need to complete to ensure you are implementing an effective change management program.
Not every project or change will require you to perform all the tasks listed on the OCM Solution industry standard change management checklist. Projects that impact a larger group of users are often the ones that need most or all of the referenced tasks outlined below.
Depending on the scale and scope of the change your group or organization is implementing, you can determine which of these change management tasks to complete.
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Free Change Management Strategy Playbook
Get the free simplified, standardized, and enhanced OCM Solution change strategic playbook.
A change strategic playbook is one of the most important change management template deliverables, and it generally needs to be delivered during the early stages of a change program – after conducting your change assessments (change impacts, readiness assessments, stakeholder analysis, etc.).
A change strategy playbook outlines how you will design, develop, implement and track your change management deliverables. You can shave hours or days off the time it takes to develop and present your change management plan using the OCM Solution’ free change strategy playbook.
The free change management strategic playbook provided by OCM Solution provides an overview of the various strategies that will be used for your communications, stakeholder engagement, end-user engagement, coaching, UAT readiness, Go-Live, leadership engagement, training, and other change management activities.
Screenshots from the OCM Solution Free change playbook.
The strategic playbook for your change management planning is often used to familiarize key stakeholders and program leads on the change management framework being leveraged for the program, as well as providing an overview (a read-out) of the results of your change impact assessment template Excel or cloud, stakeholder analysis, organizational readiness assessment, and other assessments.
OCM Solution’s free Change Management Strategic Playbook includes an end-to-end overview of the various change management template deliverables that can be implemented for any organizational change. It also outlines the key change management framework on which most change programs are based.
You get over 30+ editable slides to choose from to create a thorough, detailed, and impressive change management strategy presentation.
Sign up for a free account to get instant access to this cloud-based change strategic playbook and all our other free toolkits and templates.
Do you have questions about this change management sponsorship plan offered for free? Contact us and let us know.
Free OCMS Coaching Tool
OCMS free Coaching Assessment and Management Tool is specifically created to aid in the evaluation and supervision of individuals who require mentoring or coaching. This tool is available at no cost through the OCMS Portal. Within the tool, you’ll have the capability to:
Coaching Assessment & Management Cloud-based Tool in OCMS Portal
The results generated by the coaching assessment and management tool offer valuable insights into the requirements of those undergoing coaching. This aids the change management team in comprehending how to most effectively engage with these individuals.
Conducting a coaching assessment allows for the customization of coaching strategies to align with the distinct needs of each person. Individuals may necessitate varying forms of support and interventions to navigate change successfully.
Additionally, it is crucial to monitor the progress of those undergoing coaching, as a coaching assessment serves as a foundational measurement of an individual’s skills, mindset, and readiness for change. Over time, coaches can utilize this data to track advancements and adapt their coaching approach as necessary.
The OCMS Portal is centered around the concept of interconnectedness. This means that if you come across attributes already marked in the coaching tool, it indicates that these scores have been automatically pulled in from another tool, such as the stakeholder or change champions assessment (paid tools).
Here’s what you can do within the OCMS Portal Coaching Assessment & Management Tool:
Best M&A Integration Plan Template & Checklist
Mergers and acquisitions are one of the types of transformations that involve a lot of things that are changing. Roles and responsibilities, corporate culture, processes, systems, policies, and more can be changed during M&A. Because the number of changes is usually quite high during M&A, the importance of change management is magnified.
Through effective change management practices, you can mitigate negative impacts on employees and increase their buy-in, support, and engagement in the newly transformed organization.
Sign up for a free account. Click on Free Resources and then click on Other Resources to access and download the M&A checklist template.
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We hope you find value in the free change management templates, tools, dashboards, matrix, and content offered by OCMS. Contact us and let us know if you have any questions or feedback.
Best ITIL Templates & Tools
ITIL resources play a pivotal role in streamlining IT service management practices. That’s why OCMS offers a variety of structured templates and tools that enhance efficiency and consistency. They serve as indispensable assets for organizations seeking to maintain high service quality, manage changes effectively, and continuously improve their IT processes.
Discover our extensive collection of ITIL templates and tools, meticulously crafted to optimize your IT service management procedures.
OCMS free ITIL templates provide your organization with the means to:
Get Started with OCMS free ITIL templates and resources
Our range of FREE ITIL templates and resources includes:
These ITIL resources have been skillfully designed to empower you in achieving efficiency and effectiveness in ITIL-based change and incident management processes.
A free change template is a streamlined spreadsheet that shows a list of change management tasks and steps that need to be completed to ensure a successful change management program. It includes a timeline Gantt chart for tracking and monitoring your change deliverables and tasks.
A change plan is a documentation of your change management strategies and deliverables. It includes a timeline view for when change tasks will be started and completed.
