Please contact me if you would like access to a comprehensive set of templates that covers all stages of the TMF. I’m happy to make these available for personal use.
The templates that I have currently available are:
Governance & Leadership Templates. 55
Template: Sponsorship Structure for [Project/Initiative] 55
Template: Transformation Governance Board Charter for [Project/Initiative] 56
Template: Sponsorship & Leadership Communication Plan for [Project/Initiative] 57
Template: Prosci Sponsor Roadmap [Project/Initiative] 59
Template: Governance & Leadership Close-Out Activities – [Project Name] 60
Strategy & Vision Templates. 61
Template: Transformation Vision Statement – [Project Name] 61
Template: Strategic Priorities for [Project/Initiative] 62
Template: Transformation Strategy & Vision Plan – [Project Name] 63
Template: Strategy & Vision Close-Out Activities – [Project Name] 64
Stakeholder Management & Engagement Templates. 65
Stakeholder Analysis for [Project/Initiative] 65
Stakeholder Engagement and Management Plan. 67
Stakeholder Progress Report – [Project Name] 68
Stakeholder Close-Out Activities – [Project Name] 69
Impact Analysis Templates. 70
Impact Analysis for [Project/Initiative] 70
Organisational Culture & Structure Templates. 72
Organisational Culture Assessment Report for [Project/Initiative] 72
Organisational Structural Alignment Assessment for [Project/Initiative] 73
Organisational Culture & Structure Close-Out Activities – [Project Name] 75
Communications Templates. 76
Communications Strategy and Plan Template – [Project Name] 76
Communication Plan Worksheet 77
Communications Progress Report – [Project Name] 77
Communications Close-Out Activities – [Project Name] 78
Resources Templates. 78
Resources Required Assessment Template. 78
Business Processes Templates. 80
Business Processes – Current-State Template. 80
Business Process Optimization & Improvement Opportunities Template. 80
Business Processes – Future-State Template. 81
Business Processes Implementation Plan Template. 81
Business Processes Close-Out Activities – [Project Name] 82
Training & Capability Development Templates. 82
Training Needs Assessment Template – [Project Name] 82
Training Strategy and Plan – [Project Name] 83
Training Evaluation Report – [Project Name] 84
Training & Capability Development Close-Out Activities – [Project Name] 85
Transition to Business-as-Usual Templates. 86
Technical Transition Plan – [Project Name] 86
Business Transition Plan – [Project Name] 87
Go-Live Support Plan – [Project Name] 88
Go-Live Checklist – [Project Name] 88
Go/No-Go Decision Assessment – [Project Name] 89
Handover Plan – [Project Name] 89
Hypercare Plan – [Project Name] 90
Transition to BAU Close-Out Activities – [Project Name] 90
Change Sustainment & Continuous Improvement Templates. 91
Lessons Learned Report Template. 91
Creating a KPI Dashboard for Change Sustainment and Continuous Improvement 91
Change Sustainment Plan Template. 92
Continuous Improvement Report Template. 93