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Let's set up your change project
This hub helps you manage the people side of your change — communications, training, and getting everyone ready. Start by telling us about your project; the first step takes about 10 minutes.
Your change projects
Jump to your next playbook step from any card, or start a new project.
No projects match your filters. Try a different search or phase.
Project dashboard
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Playbook phase
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Playbook progress
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Go-live
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Change scale
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Recommended next step
Complete project setup to see your first recommended action.
Project setup
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Basics›
2
Driver›
3
Success›
4
Teams›
5
Scale›
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Impact›
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DoneThe basics
Just the essentials — you can fill in more detail as you go.
The change
The change
What’s driving this change?
Pick the one that fits best.
The change
The change
What does success look like?
Check all that apply.
Scope & scale
Scope & scale
Which teams will feel this change most?
Check all that apply.
Any other projects happening at the same time?
Change fatigue is a real risk — this helps us flag it.
Scope & scale
Scope & scale
Roughly how many people are directly affected?
How long do you expect this project to run?
Scope & scale
Scope & scale
How much is day-to-day work changing for people?
Do people affected speak languages other than English?
A quick snapshot of your project from what you entered.
OCM support recommended
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What this means for your project
Phase 1 · Set the Course · Project Framing Document
What we're trying to change
Build the foundation document for this change. Your project setup answers are pre-filled where available.
1. Situation
2. Outcomes & Vision
| Outcome | How we'll measure it | Target | By when |
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Outcomes, not activities — "Reduce cycle time by 30%" not "Implement the platform". These come from your sponsor.
3. Timing & Milestones
Date
Milestone
4. Level of Impact
For each group, note what's changing and roughly how many people are affected.
| Stakeholder Group | What's changing | Number of people |
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5. Roles & Responsibilities
| Role | Responsibilities | Name(s) |
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| Project Sponsor |
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| SMEs |
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| Project Manager / Change Lead |
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| Early Adopters / Change Champions |
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6. Project Communication
Agree on how you'll report progress and manage issues across the project team.
| Type | Description | Frequency | Owner |
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7. Known Risks & Working Agreements
Known risks at project start
| Risk | Impact | Likelihood | Mitigation |
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PHASE 1 · SET THE COURSE · STAKEHOLDER ANALYSIS
Who's affected
List every group this change touches. For each one, describe how they'll experience it and how you'll bring them along.
Stakeholder groups
| Stakeholder Group | Persona | Impact Level | What They Gain | What They Lose | Engagement Strategy |
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Phase 1 · Set the Course · Change Strategy
Our game plan
Your change strategy deck builds as the project progresses. Export at any stage to share what's ready.
Deck builder — section assembly
Choose which completed sections to include and drag to reorder slides. Project Overview always stays first.
Phase 2 · Build Readiness · Message Framework
What to say and why
Build the core message that every leader, manager, and communication will use.
e.g. Inefficient / Unified / Integrated / Streamlined
e.g. Inefficient / Unified / Integrated / Streamlined
e.g. Inefficient / Unified / Integrated / Streamlined
e.g. Inefficient / Unified / Integrated / Streamlined
| Audience | Message | Channel |
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Phase 2 · Build Readiness · Communications Plan
When and how to communicate
Plan who hears what, through which channel, and when — and track it through to delivery.
| Channel | Owner | Notes / Best used for |
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Communications plan
| Timing | Audience | Communication Name | Key Message | Channel | Sender | Status |
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Phase 2 · Build Readiness · Impact Assessment
What's changing for each group
For each stakeholder group, define what specifically changes in their day-to-day work and what will cause friction.
Impact assessment by stakeholder group
| Stakeholder Group | What's Changing | Impact Level | Key Disruptions | Start / Stop / Continue | Training Required |
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Phase 2 · Build Readiness · Change Workplan
Our timeline
Track every OCM activity from start to go-live.
0 complete · 0 in progress · 0 not started · 0 delayed
| Phase | Activity | Tool/Template | Owner | Status | Start | End |
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Phase 2 · Build Readiness · Change Plan Timeline
Our timeline
Set key dates, adjust activity timing inline, and export a timeline slide for your project.
Set both dates to generate the timeline.
Phase 3 · Drive Adoption · Early Adopters
Our change champions
Define how you'll recruit, brief, and run your Early Adopter network throughout the project.
Change champion roster
| Name | Stakeholder Group | Location | Role & Activities | Contact / How to reach | Status |
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Phase 3 · Drive Adoption · Readiness Assessment
Are we ready to go live?
Check whether your people are prepared before you flip the switch.
Readiness scores by group
Enter scores from your pulse surveys.
Phase 3 · Drive Adoption · Training Design
How we'll train people
Define what each group needs to know and be able to do, and how you'll train them.
| Stakeholder Group | Modality | Learning objectives | Duration | Delivery date | Owner |
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Phase 4 · Lock It In · Hypercare Strategy
Support plan after go-live
Plan how you'll support people through the first weeks after go-live — when they need it most.
Risk register
| Risk | Impact | Likelihood | Mitigation |
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Phase 4 · Lock It In · Metrics & Scorecard
How we'll measure success
Define what success looks like at 30, 90, and 180 days — and how you'll know you've got there.
| Metric | Baseline | Target | How measured | Owner | Status |
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