OCM Plan Template

Create an effective OCM plan to implement organizational change quickly and efficiently.
Or import into an existing account
OCM Plan Template

What is an OCM Plan?

Organizational Change Management (OCM) plans are detailed strategies that enable teams to implement changes throughout their organization effectively. OCM plans identify focus areas, set objectives and measurable targets, and implement related projects to achieve those targets. A well-crafted OCM plan can help organizations quickly and efficiently reach their desired objectives.

What's included in this OCM Plan 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 OCM Plan template for?

This OCM Plan template is designed to help teams and managers in any industry implement changes within their organization. The template provides a framework for organizations to easily record and track the progress of their OCM plans. The template is easy to use, and will help teams to effectively plan and manage their organizational change initiatives.

1. Define clear examples of your focus areas

Focus areas are the main areas that need to be addressed in order for the organizational change to be successful. Examples of focus areas could include increasing organizational efficiency, improving decision-making, and maximizing technology investments. It is important to identify and clearly define the focus areas so that they can be addressed in the OCM plan.

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

Objectives are the specific goals that need to be achieved in order to accomplish the desired change. Objectives should be SMART (Specific, Measurable, Achievable, Relevant, and Timely). Examples of some objectives for the focus area of Increase Organizational Efficiency could be: Streamline Operational Processes, and Enhance Employee Engagement.

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

Once an objective has been identified, it is important to set measurable targets, or Key Performance Indicators (KPIs). KPIs are used to track progress towards the objective. For example, a KPI under the objective of streamlining operational processes could be decreasing the number of steps in the process. Setting measurable targets allows teams to track progress and ensure that the objectives are being met.

4. Implement related projects to achieve the KPIs

Once measurable targets have been identified, it is important to implement related projects in order to achieve those targets. Projects could include assigning roles and responsibilities, implementing communication channels, automating data capturing, and establishing guidelines. These projects should be aligned with the focus area and objectives in order to ensure the desired change is achieved.

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

The Cascade Strategy Execution Platform is a powerful tool that can help teams easily create, manage, and track their strategic plans. With real-time reporting, customizable templates, and automated reminders, teams can quickly and efficiently see results from their strategy. The platform also provides valuable insights into team performance, allowing managers to adjust their strategy as needed in order to ensure success.

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