How to Create a Change Management Plan – Step-By-Step Guide

change management plan

As the world is developing and running forward, adaptive leadership is the need of the hour. Every business should be very clear about the fact that changes will take place over time. Managing change while running a business is not an easy task. 

A change management plan should be designed so that the most important asset of a business is the employees shouldn’t get affected. To make the employees adaptive to the changes, the manager needs to understand the need and essence of it. 

What is a Change Management Plan?

What is a Change Management Plan?

This plan defines all the tools and techniques that will be required to change and enhance the business. It includes the roadmap along with the crucial steps that are required to make changes in the business. Major factors like the workflow of business, the behavior of employees, the technology used, and the company’s culture.

These factors are majorly changed when a change management plan is made and implemented. Let us know how to imply these management changes efficiently. So that the employees can easily adapt and the success rate doesn’t get affected.

Certain points should be kept in mind before planning a change in management :

  • Create a changelog as it helps you to keep track and analyze all the changes made. Analytics helps the most to know whether the changes made favor the changes made or not. You can install PeppyBiz to keep a fair track of every change made.
  • Make a team that will be responsible for responding to the changes. A team with an analytic and realistic mind is much needed to take final decisions regarding the changes.
  • Make a formal document and jot down all the changes required.

A Step By Step Guide is to Create a Change Management Plan 

1. Initiate changes from higher designations

The changes must be discussed by the people holding higher positions like the CEO, VP, and managers. This will not only keep the hierarchy intact, but these people will also be able to make the best decision out of the situation. Once the outlook of changes is decided, it should be explained to the employees, and supervision should be done by higher designations only. 

2. Don’t forget existing company culture 

Don't forget existing company culture

While planning the management changes, always keep in mind the existing culture. Sometimes the business executive plans to retire from the old culture to bring up the transition.

Sometimes, they focus on major details such as reporting, decision-making responsibilities, source of funds, and formal business collaboration. To make the business grow exponentially even after making changes, you can account for PeppyBiz and manage the sales and reports on it. 

While the major details are taken care of, and change plans are made. The company should focus on the culture by utilizing the existing culture and keeping the environment positive for the organization’s people.

Motivating and connecting the staff with the management changes is as important as keeping them intact with culture. The company should allow the lower-level staff to participate in ideas for making the changes as they know best about the situation at the ground level. 

Discussing their perspective of the changes that the higher designations have made can help the company grow. This will also generate a sense of responsibility among the lower-level employees, thus will contribute more towards the success. 

3. Include all the roles

While designing the change management plan, keep all the roles in your head. From a salesperson whose job is to make cold calls to the CEO, everyone’s job description should be changed.

These people can create a huge influence by giving updates about the problems or successes before and after the changes are made. Thus, this will help in a smooth transition of the changes that the company implements.

4. Use a logical yet emotional approach

Keeping an eye on all the possible outcomes after the changes will be implemented is very important. Most of the time, the company decides to change management plans only because they want to increase their product or service sales.

Although this is a crucial reason to make changes and increase the profit margin, keeping the sensitive aspects in mind while making changes is also important. The best way to plan is by surveying the clients, employees, and executive staff about the after-effects of planned changes. 

The manager should think about the most appropriate approach to their teammates about the transitions. That will keep them connected to the company like before. When the employees are truly involved in a plan, you will notice a change in their behavior.

Then they will be more enthusiastic and will give their 100% to the company without thinking twice. This will keep the team bound with each other and thus will help in giving better results.

5. Actions and behavior leading to change are also important 

During the transition phase, the actions and behavior of the employees are as important as the main objective of the change management plan that is to be implemented.

If the behavior of the employees is not as standardized and motivated towards the principle change, then the results won’t be as good as you’d expect them to be. While making changes for enhancing the products, make sure to keep an eye on the behavior of employees towards it and try to mold their minds in a positive direction.

6. Communication is the key 

Communication is the key

One of the most important keys for successful change in a management plan is communication. For example, if the business needs to change the plan of marketing and sales to increase profit margin. Communicating with the sales and marketing team will help you get the insights.

Sometimes the personal experience of the team with the client speaks better than stats. Weekly meetings can be planned along with the leader to sit together and talk about the pros and cons of the changes implemented. 

The business can also ask the team to communicate with the clients and take responsibility for the changes they notice in the product or the services provided. Do they dislike it? Are they facing any issues? If yes, then work to resolve it. PeppyBiz is a useful software as it can help in keeping records of the client’s reviews.

7. Involve brand ambassadors 

Involve brand ambassadors

Companies should include brand ambassadors as they will spread the word of transition among clients. Appoint all the faithful managers, team members, clients, or even volunteers to spread the word about the changes taking place in the business to grow the product or service. This will increase the target audience. 

8. Solve formal problems 

Solve formal problems

After planning the change management and including the staff, you’ll start working on the changes that are to be implemented. Managers need to train the team and change their old way of working; this overall can create a successful change management plan. 

For example, if you’re making changes in the policies to deal with the client. Thus, before understanding the client, you need to make it clear to your team member. Motivate them and make them adapt to the changes to respond to the changes made positively if the employee himself is not satisfied with the changes, then how he’ll be able to convince the client.

9. Solve informal problems 

Solve informal problems

While working on the adaptivity and habits of employees, problems are going to occur. An efficient manager knows to tackle them with perfection. To keep the environment and employees productive, provide them incentives and team day out. 

You can also consider appointing a senior manager. They will train the freshers and the existing employees about the transitions. The senior manager should be open to conversations and resolve the problems employees are facing. This will provide employees with a safe platform to interact and thus will make them feel confident. 

10. Don’t forget to analyze change initiatives

 The final step of an effective change management plan is to analyze and make adjustments to modify the changed management plan. Analyze the progress you’ve made after changing the plan. This will give you a fair analysis of the success rate you expect versus the success rate you achieved.

For example, if you wanted to make your company customer-oriented. So, after implementing the change, take reviews from the customer by one-to-one conversations or surveys. You can analyze the change using software like PeppyBiz and make a success report of the same. Circulate the report to the employees, pinpoint the weaknesses, and celebrate the successes. 


Implementing a change management plan is challenging, but it will become tangible if you’ve got the zest within. Stay and behave like an efficient manager, use software like PeppyBiz, keep the team motivated. You’ll achieve the best outcome for your business.

Sara is a Content Writer at PeppyBiz. She is not only a creative writer but also paints a beautiful canvas. She makes sure that you are left with no doubt about keeping up with marketing and sales.

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