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Strategic Partnership A Toolkit - The Business Finance

By Gerald Lane,2014-05-17 17:26
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Strategic Partnership A Toolkit - The Business Finance

The Business & Finance

    Strategic Partnerships Approach to

    Change Management:

    “Toolkit”

    Communicate

     Do Plan Check Act Change Management Training 2004

     Catherine Lilly Diane Brown

     Sue Eklund Tara Sullivan

    Communicate

BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING

    Section 4 Basic Components of Project Planning

TEAM ESSENTIALS: Charge to the Team (Template)

    Committee NAME

    Mission Statement and Membership Roles/ Responsibilities

Charge

Membership

Team Reports To:

Phases and Tasks:

Phase I:

Phase

BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING

    Section 4 - Basic Components of Project Planning

TEAM ESSENTIALS: Roles and Responsibilities (Template)

    Team Sub-Project Measures of Role on Project Responsibilities Member Team Success

    Project Lead ?

    ?

    ? Change ? Management ? Lead ?

     ?

    ?

    ?

     ?

    ?

    ?

     ?

    ?

    ?

     ?

    ?

    ?

     ?

    ?

    ?

     ?

    ?

    ?

BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING

    Section 4 - Basic Components of Project Planning

PROJECT MILESTONES

     Date Date Date Date Date Date Date Date Date Date 1 2 3 4 5 6 7 8 9 10

    Pilot Begins ? ?

    Pilot Ends ? ?

    Lessons learned incorporated into ? ? Project Plan

    Milestone ? ?

    Milestone ? ?

    Milestone ? ?

    Milestone ? ?

    Milestone ? ? Milestone ? ? Milestone ? ? Milestone ? ? Milestone ? ?

BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING

    Section 4 - Basic Components of Project Planning

PROJECT TIMELINE

     Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10

Milestone One ??

    Task One

    Task Two

    Task Three

    Task Four Milestone Two ?

    Task One

    Task Two

    Task Three

    Task Four Milestone Three ?

    Task One ?

BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING

    Section 5.3 Communication Planning

COMMUNICATION PLAN (Template)

Goals:

Audiences:

Messages:

Communication Vehicles:

Spokespeople:

Timeline:

Assessment/Feedback:

BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING

    Section 5.3 Communication Planning

COMMUNICATION TIMELINE (Template)

     Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10

Communication Goal One ?

    Step One

    Step Two

    Step Three

    Step Four Launch Communication ?

    Communication Goal Two

    Step One

    Step Two

    Step Three

    Step Four ?Launch Communication ??

     ?

    BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING Section 5.4 - Training Planning

TRAINING (Template)

Groups Affected

    ? Internal

    ? External

Training Content

Timeline and Roles/Responsibilities

    Team Member Group Affected Training Provided How and When Responsible

Assessment of Effectiveness

BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING

    Section 5.5 Tracking Feedback and Resolving Issues

ISSUE LOG (Template)

    Date Requested/ Assigned Date Item # Problem/Issue Priority Status Opened Logged By To Closed

    BUSINESS & FINANCE CHANGE MANAGEMENT TRAINING Section 5.6 Status Reporting

STATUS REPORTING (Template)

Week Ending:______________________________

    Milestone Milestone Accomplished? Comments Date

Major Events and Accomplishments of the Past Week:

Open Issues and/or Concerns:

Slipping Tasks and Activities:

Major Events Planned for the Upcoming Week:

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