Learn · Worksheet

Plan a change
with your team.

Complete the four sections, then print or save as PDF. Entries stay in this page and are not sent anywhere. Save before closing or reloading.

Describe the change and who is responsible.

What is changing, and why?Who owns the change and makes decisions?What are the milestones and target dates?

Identify who needs to know what.

Which groups are affected?What does each group need to know or do?Who communicates, through which channel and when?

Test whether people can carry out the new tasks.

Which tasks must the team be able to complete?What training or support is needed?Which issues remain, and who will resolve them?

Make ongoing ownership explicit.

Who owns the process after handover?Where are the instructions and support contacts?What needs to be confirmed before sign-off?

Plan a changewith your team.