Change Management Process Flow Template [free download!]


Share this template:


What is Change Management Process?

Changes in your organisational practices is both constant and inevitable.

The change management process works to ensure there are no blocks or obstructions to your business processes and operations when a significant change takes place.

To be successful your change management process must consider how any changes (whether big or small) or replacements will impact your systems, processes, and employees.

Effective Change Management helps:

  • Minimise Employee Resistance to Change
  • Minimise Disruption
  • Reduce the Time Needed to Implement Change
  • Minimise the Possibility of Change Failure

What is a Change Management Process Flow Template and Why is it Important?

A change management process flow template outlines the specific steps required to establish a new change to the culture, infrastructure, technologies, or internal processes of your organisation.

Having an effective change management process flow encourages the successful adoption and utilisation of change within your organisation.

By clearly outlining specific steps, it ensures employees can understand, commit to, and continue to work effectively during a change.

Without a change management process flow template, transitions can be difficult and expensive in terms of time and resources.

How to Create your own Change Management Process

To create your process flow, you will want to begin by identifying and defining the outcomes you want to create with this process.

When creating this, it is essential that you have a strong understanding of your start and endpoints.

Once you have these, you can get on with creating the rest of your change management template.

The next step is to draw up a list of the different steps that need to be accomplished to allow the change management process flow to move through from start to finish.

These steps can be identified through analysing what needs to happen to ensure your goals for this process are met.

Now you must consider which steps within your process will require conditional logic.

You need to ask yourself if are there any constraints that will affect how the change management process document template progresses at each step.

This enables you to have a thorough understanding of the task structure before continuing.

The change management process flow follows the lifecycle of a new change within your organisation.

So, considering this you need to think about the different steps a change needs to go through within your organisation before it can be approved and issued to your employees.

Think about how the new change will go from point A to point B.

Next you need to consider who will be involved in your change management template.

Examine the stakeholders involved, their individual responsibilities, and the information they will need to perform the task effectively.

Based on these different factors you can then create specific roles for each step of the task and establish accountability in your change management process document template.

Remember one step may have many different roles involved.

Alternatively, one role may have responsibility on many different steps.

Your roles could be defined in broadly generic terms.

For example, you could have roles like “Investigator” or “Implementer”. However, you could also tailor these more specifically to your organisation and the different departments involved.

Creating a Simple Change Management Process Template with Jomo247

Once these factors have been considered you can then create your change management template.

You could design your template on paper or use a digital workflow template builder, like the one offered by Jomo247.

Using a digital programme is more efficient and makes creating, editing, and sharing your change management template easy.

With Jomo247 once you have created your template it can then be used to automate this process through our system.

With customisable roles built into our workflow designer it is even easier to control who can take part in and see information regarding each different step.

Once you have created your change management template it is now time to apply the new or revised process.

Always keep track of how your processes are performing in real time in case improvements or changes are required.

Continual improvement of your process document template is key to compliance and ensures your operations are running as effectively as they can be.

Add your Email below to Download Our Free Change Management Process Flow Template [free download!]

Leave a Reply


Our Compliance QMS Software

Add your quality procedures and processes and tag them against your standards of choice to make audits quick and easy.


Interactive Template

Sign up to Jomo247 to automate this template.

With a 2 month free trial of our Premium level.

Download your Template as a PDF

Alternatively, you can download your template here without registering.