Change Management Roadmap Template
Download a Sample Change Management Roadmap Template for
Excel
| Google Sheets
Download a Blank Change Management Roadmap Template for
Excel
| Google Sheets
When to Use This Template: Change management, project management, human resources, business analysis, and IT management professionals can use this template to outline the change process and make it more understandable for stakeholders. Download the sample version of this template as a guide for change planning, implementation, and management.
Notable Template Features: Use this template to outline, map, and prioritize change management milestones. The outline sheet includes columns for reporting the status of and resistance for each milestone. It also details milestone data across a five-phase, 12-month timeline.
Check out these free change management strategy templates to help you strategize, present, and manage change initiatives effectively.
Change Management Roadmap with Gantt Chart Template
Download a Sample Change Management Roadmap with Gantt Chart Template for
Excel
| Google Sheets
Download a Blank Change Management Roadmap with Gantt Chart Template for
Excel
| Google Sheets
When to Use This Template: This template is ideal for project management, change management, program management, business transformation, and operations management professionals to manage complex change processes. Download the sample version to preview your roadmap Gantt chart.
Notable Template Features: Visualize and track three phases of milestones across the spreadsheet timeline in this template. The Gantt chart helps engage stakeholders with a clear and visually engaging representation of your change management planning and tracking.
Check out this collection of free technology roadmap templates to help outline technical solutions for your organization’s business strategies.
Quarterly Change Management Roadmap Presentation Template
Download a Sample Quarterly Change Management Roadmap Presentation Template for
PowerPoint
| Google Slides
Download a Blank Quarterly Change Management Roadmap Presentation Template for
PowerPoint
| Google Slides
When to Use This Template: Change management, project management, human resources, and marketing management professionals — as well as business executives — can use this template to communicate and present change planning and progress. Download the sample version to help guide your organization's change roadmap presentation.
Notable Template Features: This template highlights quarterly assessment, planning, implementation, and monitoring of change management processes and progress. The presentation format facilitates communication for better understanding and stakeholder engagement.
Check out this article on how to create the best roadmap in Excel for step-by-step instructions.
Swimlane Change Management Roadmap Template
Download a Sample Swimlane Change Management Roadmap Template for
Microsoft Word
| Google Docs
Download a Blank Swimlane Change Management Roadmap Template for
Microsoft Word
| Google Docs
When to Use This Template: This template is ideal for change management, project management, business process, IT management, and human resources professionals to organize change milestones. Download and use the sample version as an example of a successful change management roadmap.
Notable Template Features: This specialized template helps you organize and align change activities from leadership, human resources, operations, and marketing with a five-phase roadmap. It shows how different departments contribute to the change management process.
Learn more about implementing and managing change initiatives with this essential guide to everything change management.
Step Change Management Roadmap Template
Download a Sample Step Change Management Roadmap Template for
Excel
| Google Sheets
Download a Blank Step Change Management Roadmap Template for
Excel
| Google Sheets
When to Use This Template: Change management, project management, human resources, organizational development, and IT management professionals can use this template to implement change initiatives through structured phases. Download the sample version to help you structure your change management roadmap as a step-by-step process.
Notable Template Features: This template presents change management as an eight-step process, from creating urgency and building a coalition to securing change success and anchoring it in organizational culture. Organizations of all kinds can use this step model to map change clearly and sequentially.
Check out this resource to understand change management models and methodologies and learn which change models and methods are right for your organization.
Change Management Project Roadmap Template
Download a Sample Change Management Project Roadmap Template for
PowerPoint
| Google Slides
Download a Blank Change Management Project Roadmap Template for
PowerPoint
| Google Slides
When to Use This Template: Project management, change management, IT management, human resources management, and business analysis professionals can use this template to align project outcomes with organizational strategies. Use the sample version to see an example project roadmap.
Notable Template Features: This presentation template helps you visualize and map project milestones across a one-year, four-phase timeline. The project phase bars and corresponding task boxes are color-coded, making this template easy for stakeholders to understand project timelines.
Change Management Maturity Roadmap Template
Download a Sample Change Management Maturity Roadmap Template for
PowerPoint
| Google Slides
Download a Blank Change Management Maturity Roadmap Template for
PowerPoint
| Google Slides
When to Use This Template: This template is ideal for change management, organizational development, project management, quality assurance, and IT professionals to help manage organizational change more effectively and sustainably. Download the sample template to guide change implementation parameters.
Notable Template Features: This template maps out the desired maturity levels for change standards, initiatives, awareness, and risk management parameters. It includes a six-month timeline to provide clarity and focus for stakeholders. This maturity roadmap is designed to help develop change management as a core competency in the organization.
What Is a Change Roadmap?
A change roadmap is a strategic plan that outlines the steps needed to achieve desired organizational change. It details the sequence of tasks, milestones, and timelines for implementation. A roadmap also includes the change objectives, stakeholder roles and responsibilities, and resources required to facilitate the process.
A change roadmap increases the likelihood of success by breaking down the change into manageable parts. It ensures alignment among stakeholders and provides a clear path for navigating complex organizational change.
Elements of a Change Management Roadmap
A change management roadmap outlines the necessary steps to achieve successful change. It is a comprehensive guide detailing the actions, timelines, and resources needed to manage change effectively.
A change management roadmap typically includes the following elements:
- Vision and Objectives: Define the purpose and goals of the change to ensure all stakeholders understand and align with the expected outcomes of the initiative.
- Stakeholder Analysis and Communication Plan: Identify key stakeholders and create a tailored communication plan that addresses their concerns, keeps them informed, and engages them throughout the change process.
- Timeline and Milestones: Establish a realistic timeline with specific milestones to track progress and keep the change initiative on schedule.
- Roles and Responsibilities: Assign team members to each part of the change process to ensure accountability and clarify expectations.
- Evaluation and Adjustment Mechanisms: Plan regular evaluations to assess the effectiveness of the change efforts. Allow for adjustments based on feedback and evolving conditions.
How a Change Roadmap Helps the Change Management Process
A change roadmap is a crucial tool in the change management process. It offers several key benefits, including enhanced communication, clearer success metrics, and improved risk management.
Here are some of the ways a change roadmap helps the change management process:
- Provides a Visual Outline: A roadmap outlines all stages of the change process visually, making it easier for stakeholders to understand change milestones and timelines. This helps set realistic expectations and align change efforts across the organization.
- Facilitates Strategic Planning: A change roadmap allows managers to strategically plan actions, allocate resources efficiently, and anticipate potential obstacles. It helps minimize disruptions to normal operations.
- Enhances Communication: A change roadmap is a communication tool that ensures all stakeholders are informed and aligned with the change processes and objectives. It helps clarify the benefits of change, which can improve buy-in and reduce resistance.
- Enables Measurement of Progress: With defined milestones and deadlines, a roadmap provides a framework for measuring progress against specific goals. It allows for ongoing evaluation of the change initiative, making it possible to adapt strategies as needed, celebrate achievements, and maintain momentum.
- Supports Risk Management: A roadmap highlights the change process in advance, helping identify potential risks at each phase. It enables the implementation of risk mitigation strategies early in the change process, increasing the chances of successful outcomes.
Expertly Navigate Organizational Changes with Real-Time Work Management in Smartsheet
Timeline view in Smartsheet empowers users to plan, visualize, and collaborate on date-based work in real-time, enabling you to effortlessly organize tasks, track progress, and communicate status.
In just a few clicks, launch your project’s timeline on any sheet to visualize your work, understand the details, and adjust information, making it easy to track project progress, detect blockers, and communicate statuses.
Discover how timeline view in Smartsheet can help your team visualize date-based work and achieve greater efficiency and transparency across projects.
Learn more about timeline view in Smartsheet.