Organizational Change Management Template

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Organizational Change Management Template

What is an Organizational Change Management Plan?

An Organizational Change Management Plan (OCM) outlines the steps and processes a business should take when introducing changes to its organizational structure, processes, and systems. This plan typically includes an analysis of the current state of the organization, objectives for the change, a timeline for the change, a list of stakeholders, a communication plan, a risk assessment and mitigation plan, and a budget. The plan is designed to ensure that the changes are implemented effectively and efficiently, without negatively impacting the productivity, morale, or culture of the organization.

What's included in this Organizational Change Management 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 Organizational Change Management Plan template for?

This Organizational Change Management (OCM) Plan template is designed for business leaders and change management teams to plan and execute changes in the overall organization's culture, structure, or processes. This template will provide the structure and guidance to ensure an effective and successful change management process.

1. Define clear examples of your focus areas

Focus areas are the topics or areas of the organization you would like to address. Examples of focus areas can include increasing employee engagement, customer satisfaction, or efficiency. It is important to be clear and specific when defining focus areas so you can develop objectives and actions that align with the overall goal.

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

Objectives are the outcomes you would like to achieve under each focus area. It is important to be clear and specific when creating objectives so you can develop actions and measures that will help you achieve the desired outcome.

Examples of some objectives for the focus area of Increase Employee Engagement could be: Improve recognition of employees, and Enhance communication.

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

Key Performance Indicators (KPIs) are measurable targets that can be used to track the progress of an objective. Creating measurable targets (KPIs) will help to ensure that the objective is achievable and can be monitored throughout the change process.

An example of a KPI for the focus area of Increase Employee Engagement could be: Increase employee satisfaction rating.

4. Implement related projects to achieve the KPIs

Projects (actions) are specific activities that can be used to achieve the desired outcome. It is important to be clear and specific when creating projects so you can develop measures that will help track the progress of the project.

An example of a project related to Increase Employee Engagement could be: Create a rewards system.

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

Cascade Strategy Execution Platform allows you to track and measure your organizational change. Cascade’s platform equips business owners and leaders with the visibility and control they need to make sure their strategies are achieving the desired outcomes.

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