Change readiness: people, process, and risk
Capture impacted teams, communication constraints, training needs, and resistance risks before a process or systems change programme.
What this template is for
Change programmes stall when sponsors assume adoption. This assessment surfaces who is affected, what skills are missing, and where communication or union rules constrain rollout.
When to use it
- ERP, CRM, or workflow replacements.
- Operating model changes with headcount or location impact.
Tips
- Offer a workshop after submission; this form is the async baseline.
Checklist preview
What this template asks for
These items are cloned into your workspace when you use the template. Edit anything before you send.
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Change summary in plain language (what is changing and by when)
Required Long answer -
Impacted teams, sites, and approximate headcount
Required Long answer -
Executive sponsor and change lead (names and roles)
Required Long answer -
Known risks: unions, regulators, customer-facing blackout windows
Long answer -
Training and documentation assets that already exist
File upload -
Communication channels allowed (email, town hall, Slack, etc.)
Long answer -
Success measures for adoption (week 1, week 4, week 12)
Required Long answer
Add this to your workspace, then send when you are ready
We save it as a template so you can adjust items, choose a client, and send like any other request.