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  • Change Management Plan: What is it and How to Create Yours?

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    Culture Change

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    Plenty of businesses and businesspeople claim they want to generate change in their companies and industries, but despite having big dreams, very few succeed. We believe the main reason these ventures fail is that they lack a Change Management Plan. A Change Management Plan is an explicit description of how the different segments of a business will navigate innovation and transformation. The way we talk about change is often metaphorical, or aspirational. Your Change Management Plan will distill your vision into actionable processes that enable the advances you’re looking to make.

    In this article, we will discuss how a Change Management Plan is an effective tool for innovation, and how you can use your own Plan as an engine for transformation and growth.

    For a more complete discussion about various approaches to innovation strategy, read our brand-new FREE book “How to Create Innovation”, Register for the download now!

    What is a Change Management Plan?

    A change management plan is a structured approach that an organization follows to successfully introduce and manage changes within the company. It is typically used for significant or complex changes that have a significant impact on job roles and require a more strategic approach to implementation.

    The plan outlines the steps necessary to transition from the current state to the desired future state, and includes a plan for monitoring and measuring the success of the change.

    One popular model for managing change is the 8-Step Change Model, which consists of eight steps that guide an organization through the process of implementing and managing change. The model begins with identifying the reason for change and gathering and analyzing data to understand the current situation.

    It then moves on to developing a vision and strategy for the desired future state, communicating the change to stakeholders, empowering employees for success, creating a detailed plan for implementation, and executing the plan. Finally, the model includes a step for evaluating and adjusting the change as needed to ensure its success.

    The 8-Step Change Model provides a structured approach for managing change and can be used in conjunction with a change management plan to ensure a smooth and effective transition.

    8 Step Management Change Process
    The UNITE 8 Step Change Process
    Designed by: Digital Leadership AG – Based on the work of Dr. John P.Kotter

    How do you Write a Change Management Plan?

    As you set to write a Change Management Plan, it’s important to remember why you’re writing it to begin with: you want to control the chaos that accompanies any major overhaul of an organization’s way of doing business. Managing the fear and uncertainty that people feel at this time will help change occur far more smoothly; having a clear roadmap of how you’ll bring that change to life is a big help.

    Below we walk through the steps involved with writing a Change Management Plan that you can use to move your business forward.

    Create the Need for Change

    Step (1): Identify the Reasons for change & create urgency

    • Create Awareness of the need for change
    • Articulate a powerful rationale and business case.
    • Open the Dialogue and create Urgency

    Step (2): Form a Powerful coalition & Build the guiding team

    Assemble and nominate a team with enough power and influence to lead the change effort

    Change the Direction

    Step (3): Develop a Vision & Strategy for Change

    Develop a clear vision of how the future will be different and define a roadmap toward achieving that vision.

    Step (4): Communicate the Vision and Strategy

    • Use every possible vehicle to communicate the vision and gain buy-in
    • Address concerns, lead by example, and reward people

    Change Behavior

    Step (5): Empower Actions & Remove Barriers

    • Eliminate barriers that impede transformation & empower people to take actions
    • Align resources, systems, and structures to support the vision and strategy

    Step (6): Create Quick Wins & Celebrate Achievements

    • Create visible quick wins
    • Identify and Reward change agents involved

    Change Sustainability

    Step (7): Secure Successes, Accelerate & Build on the Change

    • Consolidate and build on the change
    • Define goals that ride on the momentum
    • Use credibility to change policies and procedures that don’t fit vision.

    Step (8): Make Change Stick & Anchor Change in the Corporate Culture

    • Continually articulate the connections between the new way of working & corporate success.
    • Weave new corporate culture & Style into leadership development and succession planning

    Change Management Processes

    Change management processes and systems pave the way for successful change management. It is important to be able to submit a change request, and then track, schedule, and manage that request through delivery. A change management system will allow a single storage location for all data associated with organizational changes, standardization of procedures, analysis of trends and activity, and easy access anywhere at any time.

    Look for a system that offers the following functionality:

    • Ability to break work down into tasks
    • Configurable change request forms
    • Budgeting and cost controls
    • Change log for historical tracking
    • Role assignment
    • Configurable change management processes
    • Schedule of changes (Forward Schedule of Change)
    • Ability to classify as a change and reclassify as a defect
    • Ability to change the assignment to individuals, teams, and/or Change Advisory or Change Control Board
    • Updating changes
    • Change monitoring
    • Change approvals


    Change is inevitable.

    No marketplace survives intact forever, and successful businesses adapt as necessary to ensure their growth and prosperity. Additionally, businesses should change purposefully for innovation that makes better use of their resources and competitive advantage.

    Following an articulated Change Management Plan will help guide your organization successfully through the decisions you make today for the opportunities you’ll find tomorrow.

    The UNITE Business Model Framework: A Framework for Innovation Success

    How to Create Innovation includes a number of canvases that focus on value creation and finding the right business model to meet your customer segment and customer needs. The framework is built to inspire drastic changes that help you find a competitive advantage. Our hope is that your company grows through business model innovation, and so we again encourage you to look deeper into our website and the book.

    Here is a summary of the key ingredients of the Business Model Framework:

    Business Model framework
    The UNITE Business Model Framework
    Designed By: Digital Leadership AG

    Business Models

    The centerpiece is the Business Model Canvas, which covers the six main areas of a Business Model (the Operating, Value, Service, Experience, Cost, and Revenue Models).

    The eXtended Business Model Canvas adds the immediate business context, including Business Drivers, customers, and the team, as well as the Unfair Advantage.

    Detailed Models

    A Business Model can be broken out into its numerous aspects. Depending on what challenges you face, you can zoom in on your area of interest using an appropriate tool or canvas:

    • Your Business Intention and objectives as well as your Massive Transformative Purpose summarize your drivers and give direction to what you do.
    • The Value Proposition Canvas details the central components of your offering (the product or service).
    • To dig into your Customer Segments, work with data-driven Personas.
    • The JTBD Customer Job Statement and Job Map frame the JTBD of your customers.
    • The Business Model Environment puts your Business Model in a market context composed of emerging trends and disruptive forces.
    • The Innovation Culture Canvas helps you understand and consciously shape a culture that supports innovation.
    • The Innovation team structure enables you to draft a team structure for your innovation initiative.
    • Using learning and growth metrics, you can measure progress at the initial stages of development. These metrics help you focus on what really matters instead of creating a detailed business plan that will not really help you. Later on, you can expand the financial aspect of the Revenue and Cost Models with a full business case.
    • The Operating Model Canvas helps you think through the Operating Model.
    • Business Capability Map: A Practical Business Approach

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