1. 1EAI Confidential
Epson Change Management Toolkit
An unwavering commitment to drive innovation and performance
EPSON
INNOVATION
ENGINEVersion 1.0 – January, 2016
2. Change Management Phases
Awareness Desire Knowledge Ability Reinforcement
Awareness of the
need for change
Desire to
participate and
support the change
Knowledge on
how to change
Ability to
implement required
skills and behavior
Reinforcement to
sustain the change
• Develop a vision
and strategy
• Create a change
management plan
• Engage senior
leadership and key
stakeholders
• Communicate the
change at all levels
• Communicate
impact of current
state and benefits
of future state
• Address
stakeholders’
concerns and
expectations
• Provide training
and education
• Make information
easily accessible
• Provide examples,
role models, and
change agents
• Create
opportunities to
practice new skills,
processes, or tools
• Offer coaching and
mentoring
• Remove barriers to
change
• Provide incentives
and rewards
• Make needed
changes in existing
incentives
• Recognize teams
and individuals
• Celebrate!
The ADKAR model is a results-oriented, change management framework that is very effective for leaders implementing
organizational change. Problem-solving teams should use this model to implement the selected solutions of their projects.
| LEARN MORE
Improve Control
Alignment with
problem-solving
(DMAIC) phases
3. Change Leadership Model
Why use this tool?
To identify the individuals whose support is needed and to influence them to commit to the actions
required for project success.
What results you can expect?
• Identify individuals whose support
is critical for project success
• Develop support for the project
among key individuals
• Remove project roadblocks
• Streamline approvals
• Help keep the project on schedule
• Improve communication with
stakeholders
4. Change Management Brief Change Communication Plan
Defines and manages the
processes, tools, information,
roles, and activities needed to
implement changes required to
achieve the project objectives.
Defines the needs, methods,
and frequency for
communicating all relevant
project information to the
appropriate stakeholders.
Change Impact Assessment Training Plan
Identifies and manages the
positive and negative impacts
of changes including impacts
on resources, budget, work,
risk, and schedule.
Identifies the training program
objectives, trainees and their
needs, and training methods
and tools in order to effectively
develop the skills and behavior
to implement change.
Change Roadmap (Schedule) Coaching & Mentoring
Defines all project activities,
milestones, and deliverables
along with their required
resources, dependencies, start
dates, and completion dates.
Guides individuals during the
change process by assisting
them in identifying goals,
challenges, and options to
help them achieve their goals.
Recommended (Optional) Change Management Tools
5. Change Management Brief
Why use this tool?
To define and manage the processes, tools, information, roles, and activities needed to implement
changes required to achieve the project objectives.
What benefits you can expect?
• Create the vision of the change
required to achieve project success
• Improve the probability of successful
change implementation
• Align resources with required
changes
• Reduce implementation time of the
project
• Reduce unexpected risks and costs
• Reduce negative impact of changes
on day-to-day operations
| LEARN MORE
6. Change Impact Assessment
Why use this tool?
To identify and manage the positive and negative impacts of changes including impacts on resources,
budget, work, risk, and schedule.
What benefits you can expect?
• Help determine if the organization
should proceed with the identified
changes
• Prepare the organization for the
upcoming changes
• Reduce implementation time of the
project
• Reduce unexpected risks and
costs
| LEARN MORE
High
Risk
1
4 2
3
Low
Risk Impact
Heat Map
Likelihood
7. Change Roadmap (Schedule)
Why use this tool?
To identify, track, and communicate all project activities, milestones, and deliverables along with their
required resources, dependencies, start dates, and completion dates.
What benefits you can expect?
• Detailed thinking and planning
about the change initiative
• Visualize all change elements into
a time phased format
• Identify risks and issues, such as
resource and task dependencies
• Track, assess, and communicate
project progress and schedule
performance
| LEARN MORE
8. Change Communication Plan
Why use this tool?
To identify the project communication objectives, methods, frequency, audiences, and deliverables that
ensure that the stakeholders receive all information relevant to their specific needs.
What benefits you can expect?
• Provide project information in the
right format, at the right time, to the
right audience
• Keep project information properly
documented and stored
• Improve support of the project
• Reduce resistance to upcoming
changes
• Reduce conflict, disruptive issues,
or errors caused by incorrect or
missing information
• Streamline approvals
| LEARN MORE
9. Training Plan
Why use this tool?
To identify the training program objectives, trainees and their needs, and training methods and tools in
order to effectively develop the skills and behavior to implement change.
What benefits you can expect?
• Prepare individuals to properly use
the changes implemented by the
project
• Reduce risks, issues, and costs
caused by improper or missing
training
• Reduce stress of employees using
the new systems, process, and/or
tools
• Accelerate time-to-value after
change is implemented
| LEARN MORE
10. Coaching & Mentoring
Why use this tool?
To support and guide individuals during the change process by assisting them in setting goals, identifying
potential challenges, and the brainstorming options that may help them achieve those goals.
What benefits you can expect?
• Align the project goals with those of
individuals impacted by the changes
• Help employees navigate the
change process
• Reduce stress of employees going
through change
• Aid the team members in reaching
their true potential
• Engage employees to support the
change
Further Reading
• Coaching during change
| LEARN MORE
11. Sources
Topic Link
Change Management Phases
http://www.change-management.com/Tutorial-ADKAR-series-1.htm
https://www.youtube.com/watch?v=nFqXthkBoIc
Change Management Brief
https://www.prosci.com/change-management/thought-leadership-library/change-
management-planning-checklist
https://www.youtube.com/watch?v=KSHyvLjZHcw
Change Impact Assessment
https://www.mindtools.com/pages/article/newTED_96.htm
https://www.youtube.com/watch?v=AcO2o3AZKKU
Change Roadmap (Schedule)
https://www.mindtools.com/pages/article/newPPM_03.htm
https://www.youtube.com/watch?v=hOelzCzgUG8
Change Communication Plan
http://quickbase.intuit.com/blog/how-to-create-a-project-communication-plan
https://www.youtube.com/watch?v=DUE2GqpZbpw
Training Plan
http://blog.convergencetraining.com/how-to-create-an-effective-training-program-8-
steps-to-success
https://www.youtube.com/watch?v=C0D-ULm4rF8
Coaching & Mentoring: The GROW
Model
https://www.mindtools.com/pages/article/newLDR_89.htm
https://www.youtube.com/watch?v=QKmzRFDvG_s
