Change Management WalkMe TeamUpdated April 22, 2014

Creating a Change Management Report

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Creating a Change Management Report

Writing a change management report is one of the parts of change management nobody wants to have to work with. It’s unavoidable, but as with many other fields, composing the reports is the part of the job that everyone absolutely hates having to do. They consume time people often feel they don’t have to burn, and the rigors of being detailed yet concise are just horrible.

So, I’m quite pleased to tell you that you can compose a change management report that accomplishes all that you need, without having to worry about those obstacles, complexities or huge amounts of devoured time.

It’s really important to create these reports, because everyone involved or with a stake in the changes needs to have access to up to date statistics on what’s going on, what’s been changed, what needs changes and what problems may be present.

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#1 – Tabulation

Everyone who needs to read the reports will be interested in different aspects of the change, so the first thing you want to do is to compartmentalize all the elements of the report with either numerical or alphabetical headers. Once you’ve done this, compose a solid table of contents that’s easy to navigate, so that whoever’s reading it can get the information that actually matters most to them without all the other nonsense that isn’t as applicable to them.

This may sound like it should be an afterthought, but honestly, this is very, very important.

#2 – Include Goals of a Change

For each element of change you’re reporting on, you need to actually address what the goals of the change might be, so that when you point out progress, problems or resources consumed, they will understand why they are critical.

#3 – Resources Consumed

Following that logic, you’ll want to list resources occupied by the changes being made currently, or recently completed. Financial people with stakes in the changes absolutely must know the costs in money and resources being consumed by affecting the changes. Do not overlook these resources and finances components of each change.

#4 – Policy Issues

For each change being made, you’ll also want to write a summary section that discusses what elements of new policies reflect the changes, or what elements in existing policies clash with the changes and need to be addressed for the changes to be finalized.

This is actually very crucial.

#5 – Progress

You’ll want to close with two sections everyone will read, the first being progress with the overall change project. This is pretty straightforward.

#6 – Feedback

You’ll want to close finally, with summary of feedback you’ve been getting from the people directly affected by the changes. Any issues they’ve had, concerns they wish to lobby, or complaints they may have shouldn’t be censored.

People with stakes in change need to know how this is affecting the people who have to adopt the changes. They may need to act to adjust changes so that they don’t’ adversely affect their employees, among other things. Only they have the authority to make these decisions, so you need to make sure this stuff is communicated.

Now, knowing the things you need to address, you can select a number of templates to create your change management report. Whichever template works for you and your people best is fine, just be certain you have this information inside!

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