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Change Impact Worksheet
Ready to print and use across your organization. Instant download after purchase.
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Each purchase is licensed to one organization for use in one LMS, with unlimited learners. By buying, you agree to the License Agreement and Terms of Use.
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About this tool
Before you announce a change, work out who it affects, what changes for each group and what they will need to make it work.
Who it is for
Managers and supervisors introducing a new process, system, schedule or rule.
People who run a small business and plan changes on their own.
Project leads who need to bring several teams along.
HR and training professionals planning the support around a change.
The problem it solves
Changes often go wrong not because the idea is poor, but because a group of people was forgotten, or the people affected did not get the information, training or time they needed. This worksheet takes you through six plain steps: describe the change, list every group, describe what changes for each, rate the size of the impact, decide what each group needs, and plan actions with names and dates.
What is inside
How to use this worksheet (page 1; 1 page)
Copyright and License (page 2; 1 page)
Guide (pages 3 to 4; 2 pages)
Template and filled-in example (pages 5 to 7; 3 pages)
Editable Word version of everything above (8 pages)
Examples cover retail, restaurants, clinics, offices, trades and warehouses. The filled-in example is a pharmacy introducing prescription collection lockers.
How to use it
Read the guide.
Complete the worksheet with one or two people who do the work every day.
Turn every need into an action with a name and a date.
Use the checklist before you announce, and check again after the change.
Formats and file types
Printable PDF (7 pages), US Letter.
Editable Word file (.docx, 8 pages).
Frequently asked questions
How long does it take?
About thirty minutes for most changes in a small business or team.
Is it only for big changes?
No. It is most useful for everyday changes, such as a new system, schedule or process, where it is easy to forget a group.
Does it replace a project plan?
No. It covers the people side of a change and fits alongside any plan you already use.
One price, yours to keep. Licensed for use within your organization.