The Change Management Checklist
Change Management Checklist
C H E C K L I S T
How can you reduce the pain and plan ahead when it comes to changing software solutions in your
organization? Here's a start! Learn how you can get your team on track as quickly as possible with
our change management checklist.
Use the checklist below to evaluate your change management process:
Organizational change
Have you explained why the organization is changing?
System change
Have you explained how the new system works?
User guide creation
Create a user guide that includes how the systems tie in with existing business processes.
Let's get training!
Deliver training through face-to-face methods if possible (or over web conferencing) giving
users a chance to ask questions as you step through the process.
Keep a record
Record your training, so you have something to refer back to, or can forward to new staff.
Test environments
Let users play in a sandbox enviroment, so they can familiarize themselves with the system
without impacting important customer data.
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