Change Impact Assessment Template
Excel · Light and dark themes
Understand what changes for each team, rate the impact and assign support actions. Includes a blank assessment, summary and worked example.
View template and downloadsFree Change Management Templates
Work out who is affected, agree who makes decisions and keep track of what happens next.
These free change management templates cover the people affected by a change and the controls needed to manage project change requests. Choose a template below to see its contents, examples and download options.
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Which change management template do I need?
Start with the job you need to do. You can add other templates as your change develops.
| I need to... | Use this template |
|---|---|
| Assess the effect on people and their work. | Change Impact Assessment Template |
| Plan messages, audiences and communication responsibilities. | Communications Plan Template |
| Agree how project changes will be controlled. | Change Management Plan Template |
| Clarify who does the work and who makes decisions. | Change Management RACI |
| Submit a proposed change for a decision. | Change Request Template |
| Track multiple requests in one place. | Change Log Template |
| Check that essential change control steps are covered. | Change Management Checklist |
| Map the route from request to implementation. | Change Management Process |
Browse the change management templates
Each link opens the template page, where you can review the guidance and choose your download.
Communications Plan Template
Planning template
Plan who needs information, what they need to know and how you will reach them. Use it alongside your impact assessment to organise updates for affected groups.
View template and downloadsChange Management Plan Template
Word and PDF
Set out how project change requests will be submitted, assessed and approved. Define the change control process and the authority of the Change Control Board.
View template and downloadsChange Management RACI
Responsibility matrix
Make ownership clear. Use the example matrix to agree who is responsible, accountable, consulted and informed at each step in managing a change.
View template and downloadsChange Request Template
Word template
Put a proposed change into writing so it can be assessed and a decision recorded. Use a separate request for each change that needs approval.
View template and downloadsChange Log Template
Excel template
Keep change requests together in one register. Use it to track requests and their progress, with a reference back to the supporting change request form.
View template and downloadsChange Management Checklist
Editable checklist
Check that change controls are in place at project start-up, review each request and keep up with ongoing checks during delivery.
View template and downloadsChange Management Process
Process example and downloads
Start with an example process for requesting, recording, assessing, reviewing and implementing project changes. Adapt the steps to suit your approval arrangements.
View template and downloadsHow to use the templates together
Imagine you are introducing a new service desk portal. Staff will submit requests differently, support teams will use new queues and managers will need new reports.
- Understand the impact. Use the Change Impact Assessment to record what changes for each group and the support they need.
- Plan the communication. Turn those findings into messages and updates in your Communications Plan. Record who will send them and when.
- Agree the controls. Use the Change Management Plan to define how changes to the project will be approved. Adapt the RACI to make responsibilities clear.
- Handle new requests. If a team asks for an extra portal feature, document it on a Change Request and track it in the Change Log.
- Review progress. Use the checklist to review your change controls, and revisit the impact assessment as decisions affect people's work.
Give each change request a reference and use it consistently across the form, log and supporting assessments. Keep detailed information in its main document and link to it from the others.