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Change Planning Checklist

How can change planning checklist support strategic choice or positioning?

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What this template contains.

Purpose. Use this checklist to design a change around three conditions: people must understand what to do, care enough to begin and continue, and operate in an environment that supports the new behaviour. Application. Complete all three sections before selecting the smallest coherent set of actions to implement. Completion discipline. Complete the prompts with the people closest to the work, distinguish evidence from assumption, and mark any item that is not applicable with a reason. Convert selected actions into n

Change Planning Checklist12 fields
Change Target
Person or group whose behaviour must changeCurrent behaviorDesired behavior
Framework Tactics
Direct the Rider tacticsMotivate the Elephant tacticsShape the Path tactics
Selected Action Plan
PriorityRider, Elephant, or PathTestable action

Use context

Purpose, application, discipline.

Purpose

Use this checklist to design a change around three conditions: people must understand what to do, care enough to begin and continue, and operate in an environment that supports the new behaviour.

Application

Complete all three sections before selecting the smallest coherent set of actions to implement.

Completion discipline

Complete the prompts with the people closest to the work, distinguish evidence from assumption, and mark any item that is not applicable with a reason. Convert selected actions into named ownership and a review date, then retain the completed copy as evidence.

Field summary

Structured sections without protected files.

4 fields

Change Target

Person or group whose behaviour must change, Current behavior, Desired behavior, Outcome the change should enable

3 fields

Framework Tactics

Direct the Rider tactics, Motivate the Elephant tactics, Shape the Path tactics

5 fields

Selected Action Plan

Priority, Rider, Elephant, or Path, Testable action, Owner

Protected resources

Included resource formats.

Working sheetImplementation contextField schema
Working sheet - CSV

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