Change Strategy Template

Develop a comprehensive change strategy to reach your business objectives. Track progress and measure the impact with this template.
Change Strategy Template

What is a Change Strategy?

A change strategy is a comprehensive plan for managing, supporting, and implementing changes within an organization. Change strategies help organizations reach their desired business objectives by outlining the steps and resources necessary to achieve the desired results. Change strategies can include plans to develop new products, services, or processes; manage customer and employee relations; or create a new corporate culture.

What's included in this Change Strategy template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Change Strategy template for?

This Change Strategy template is perfect for leaders, transformation, and/or HR teams that need to develop strategies to manage, support and implement organizational changes. The template includes a comprehensive guide on how to develop a strategy and set measurable objectives. It is designed to help you define clear focus areas, think about objectives that could fall under each focus area, set measurable targets (KPIs) to tackle the objectives, and implement related projects to achieve the KPIs.

1. Define clear examples of your focus areas

Focus areas are the broad topics or areas of your organization that you want to target with your strategy. For example, you may want to focus on communication, training, or productivity. Once you have identified one focus area, you can break it down into objectives and actions. This template provides guidance on how to develop a strategy that focuses on specific areas and helps you to achieve your desired outcomes.

2. Think about the objectives that could fall under that focus area

Objectives are the goals that you want to achieve for each focus area. It is important to think about how you can measure the success of each objective and set measurable targets (KPIs). This template provides guidance on how to set objectives and create measurable targets.

Examples of some objectives for the focus area of Communication could be: Improve team collaboration, and Increase team communication.

3. Set measurable targets (KPIs) to tackle the objective

KPIs are the measurable targets that you set to track the progress of your objectives. They are used to measure the success or effectiveness of your strategies. This template provides guidance on how to set KPIs and how to measure them.

An example of a KPI for the focus area of Communication could be: Increase team collaboration rate.

4. Implement related projects to achieve the KPIs

Projects are the actions that you take to achieve your objectives. Projects are typically specific tasks that require resources and effort. This template provides guidance on how to identify projects and resources needed to achieve your KPIs.

An example of a project related to Communication could be: Utilize collaboration tools.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform that helps leaders and teams develop, implement and track their strategies. Cascade provides a comprehensive suite of tools to help you create, manage, and track your strategies. With Cascade, you can easily create plans, track progress, and measure the impact of your strategies.

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Change Strategy Template
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