This Toolkit was created after 2,000+ hours of work by ex-McKinsey, Deloitte & BCG Consultants specialized in Change & Project Management. It is considered the world's best & most comprehensive Change & Project Management Toolkit. It includes all the Frameworks, Tools & Templates required to improve the Capability of your organization & excel as a Change Manager or Project Manager. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit at www.slidebooks.com

1. Change and Project Management Toolkit
Overview and Approach
Created by ex-McKinsey, Deloitte &
BCG Strategy Consultants

2. This Slideshare Powerpoint presentation is only a small preview of our
Toolkit. You can download the entire Toolkit at www.slidebooks.com
2
www.slidebooks.com

3. What is the main difference between Project Management and Change
Management?
Current state Transition Target state
Business & Technical Change
Require a Project Management approach to change the organization structure, job
roles, processes and systems
People change
Require a Change Management approach to help individuals impacted by the business
and technical changes in their company to adapt and be successful

4. Introduction
4
This Change & Project Management Toolkit will help you create a holistic approach within your organization that tackles
both Project Management & Change Management simultaneously.
Indeed, we believe that one should not go without the other. On one hand, Project Management focuses on defining and
implementing projects that will change your organization's structure, job roles, processes and systems. On the other hand,
Change Management focuses on helping individuals impacted by these changes to adapt and be successful.
Far too often, we noticed that many companies underestimate the importance of Change Management. The main problem
is that if the employees and managers within your organization do not adopt and embrace the new changes, then your
projects will rarely reach their expected return on investment.

5. Our Solution
Our management consulting firm decided to create an affordable Change & Project Management Toolkit that will help you
increase the change and project management capability of your organization (or your client if you are a management
consultant).
5
The Change & Project Management Toolkit includes:
Tools
Templates
Step-by-step
tutorials
Real-life
examples
Best
practices
Support from tier-1
management consultants
Frameworks
Toolkit

6. The Change & Project Management Toolkit includes frameworks, tools,
templates, tutorials, real-life examples and best practices to help you:
6
• Improve the change management capability of your organization with a simple and comprehensive 4-phase change management approach commonly used by
Fortune 100 and Global Consulting firms: (I) Define the change management strategy, (II) Understand how people experience change, (III) Develop the change
management plans, (IV) Implement, track & manage progress
• (I) Define your change management strategy: (1) Company’s strategy, (2) Required change to implement the strategy, (3) Business roadmap, (4) Company readiness for
change, (5) Structure and size of the change management team, (6) Roles & responsibilities, (7) Guiding principles, (8) Change Lean Canvas, (9) Change impact
assessment, (10) Change management objectives and levers (ADKAR Model)
• (II) Understand how people experience change: (1) Change Commitment Curve, (2) Change Personal Transition Curve, (3) Heart & Mind Human Drivers, (4) Innovation
Adoption Curve, (5) Maslow Hierarchy of Human Needs, (6) Four Stages of Team Development, (7) Stakeholder analysis
• (III) Develop your change management plans: (1) Overarching change management plan, (2) Communication plan, (3) Sponsorship plan, (4) Coaching plan, (5) Training
plan, (6) Resistance management plan
• (IV) Implement, track & manage progress: (1) Governance, (2) Overarching change management plan status report, (3) Communication plan status report, (4) Sponsorship
plan status report, (5) Coaching plan status report, (6) Training plan status report, (7) Resistance management plan status report, (8) Change reinforcement
• Improve the project management capability of your organization with a simple and comprehensive 3-phase project management approach commonly used by
Fortune 100 and Global Consulting firms: (I) Build a business case & financial model, (II) Initiate the project, (III) Define and implement your project plan
• (I) Build a business case & financial model to get your project approved by the executive committee: (1) Business opportunity & suggested solution, (2) Project
objectives, scope & approach, (3) Project deliverables & business outcomes, (4) Strategic alignment, (5) Dependencies & constraints, (6) Risk assessment & mitigation, (7)
Change impact assessment, (8) Project costs, (9) Benefits, (10), Net present value, (11) Key success factors & KPIs
• (II) Initiate your project: (1) Project charter, (2) Project challenges and key success factors, (3) RACI matrix, (4) Stakeholder analysis
• (III) Define and implement your project plan: (1) High-level project plan, (2) Detailed project plan, (3) Project dashboard, (4) Parking lot, (5) Punch list, (6) Post project
evaluation report
Change Management
Project Management

7. Change Management 4-Phase Approach
The Change and Project Management Toolkit includes a Change Management 4-Phase Approach to help
you undertake the organizational change of your organization.
7
Phase I: Define the Change
Management Strategy
Phase II: Understand how
People Experience Change
Phase IV: Implement, Track &
Manage Progress
1. Company’s strategy
2. Required change to implement the
strategy
3. Business roadmap
4. Company readiness for change
5. Structure and size of the change
management team
6. Roles & responsibilities
7. Guiding principles
8. Change Lean Canvas
9. Change impact assessment
10.Change management objectives and
levers (ADKAR Model)
1. Governance
2. Overarching change management plan
status report
3. Communication plan status report
4. Sponsorship plan status report
5. Coaching plan status report
6. Training plan status report
7. Resistance management plan status
report
8. Change reinforcement
1. Overarching change management
plan
2. Communication plan
3. Sponsorship plan
4. Coaching plan
5. Training plan
6. Resistance management plan
Phase III: Develop the
Change Management Plans
1. Change Commitment Curve
2. Change Personal Transition Curve
3. Heart & Mind Human Drivers
4. Innovation Adoption Curve
5. Maslow Hierarchy of Human Needs
6. Four Stages of Team Development
7. Stakeholder analysis

8. Project Management 3-Phase Approach
The Change and Project Management Toolkit includes a Project Management 3-Phase Approach to help
you define and implement your projects effectively and efficiently.
8
Phase I: Build a Business Case &
Financial Model
Phase II: Initiate the Project
1. Business opportunity & suggested solution
2. Project objectives, scope & approach
3. Project deliverables & business outcomes
4. Strategic alignment
5. Dependencies & constraints
6. Risk assessment & mitigation
7. Change impact assessment
8. Project costs
9. Benefits
10.Net present value
11.Key success factors & KPIs
1. High-level project plan
2. Detailed project plan
3. Project dashboard
4. Parking lot
5. Punch list
6. Post project evaluation report
Phase III: Define and Implement your
Project Plan
1. Project charter
2. Project challenges and key success factors
3. RACI matrix
4. Stakeholder analysis

9. In the next slides, you’ll see a small preview of the Phase I of our
Change Management 4-phase approach
9
Phase I: Define the Change
Management Strategy
Phase II: Understand how
People Experience Change
Phase IV: Implement, Track &
Manage Progress
1. Company’s strategy
2. Required change to implement the
strategy
3. Business roadmap
4. Company readiness for change
5. Structure and size of the change
management team
6. Roles & responsibilities
7. Guiding principles
8. Change Lean Canvas
9. Change impact assessment
10.Change management objectives and
levers (ADKAR Model)
1. Governance
2. Overarching change management plan
status report
3. Communication plan status report
4. Sponsorship plan status report
5. Coaching plan status report
6. Training plan status report
7. Resistance management plan status
report
8. Change reinforcement
1. Overarching change management
plan
2. Communication plan
3. Sponsorship plan
4. Coaching plan
5. Training plan
6. Resistance management plan
Phase III: Develop the
Change Management Plans
1. Change Commitment Curve
2. Change Personal Transition Curve
3. Heart & Mind Human Drivers
4. Innovation Adoption Curve
5. Maslow Hierarchy of Human Needs
6. Four Stages of Team Development
7. Stakeholder analysis

10. Executive Summary
Change Impact Assessment Matrix
10
Caption:
Low
Impact
Moderate
Impact
Medium
Impact
High
Impact
Extreme
Impact
Complexity
of
the
Change
Size of the Change
1 team impacted Extreme
1 Division
1 Business Unit
Medium
•Insert name of the Change
Moderate
Low
Extreme
•Insert name of the Change •Insert name of the Change
•Insert name of the Change
High
•Insert name of the Change
•Insert name of the Change •Insert name of the Change
Half of the Company

11. Executive Summary
Structure and size of the Change Management Team
Insert Name
Senior Change
Manager
Insert Name
Junior Change
Manager
Insert Name
Change Manager
Insert Name
Change Manager
Insert Name
Junior Change
Manager
Insert Name
Junior Change
Manager
Insert Name
Junior Change
Manager
Insert Name
Junior Change
Manager
Insert Name
Junior Change
Manager
11

12. Executive Summary - Change Lean Canvas
12
Describe the change that is
happening
Why did we decide to do this
change?
Who will be impacted by this
change?
What will we do to prepare
impacted stakeholders?
When will they be impacted by
this change?
What are the business outcomes
we want to reach?
What are the business outcomes
we are reaching?
What are the next steps?
Enter the name of the
change
Change
Name
Enter Business owner
name
Business
Owner
Enter Change manager
name
Change
manager
Insert what the employee, customer or user
used to be able to do
Insert what the employee, customer or user
will be able to do with this new change
Insert the different stakeholder groups
impacted by this change
Describe the rational behind the decision to do
this change
Insert date
Insert what we will do to ensure proper
adoption of the change (i.e. communication,
training, pilot group,…)
Insert the business outcomes we want to
reach
When available, insert the business outcomes
and their source
Include the next steps if any
Enter Change Canvas
version & submit date
Submit
Date

13. See below 4 screenshots from the Phase I.
13
Strategy Map
Company Readiness for Change
Business Roadmap
Change Impact Assessment

14. In the next slides, you’ll see a small preview of the Phase II of our
Change Management 4-phase approach
14
Phase I: Define the Change
Management Strategy
Phase II: Understand how
People Experience Change
Phase IV: Implement, Track &
Manage Progress
1. Company’s strategy
2. Required change to implement the
strategy
3. Business roadmap
4. Company readiness for change
5. Structure and size of the change
management team
6. Roles & responsibilities
7. Guiding principles
8. Change Lean Canvas
9. Change impact assessment
10.Change management objectives and
levers (ADKAR Model)
1. Governance
2. Overarching change management plan
status report
3. Communication plan status report
4. Sponsorship plan status report
5. Coaching plan status report
6. Training plan status report
7. Resistance management plan status
report
8. Change reinforcement
1. Overarching change management
plan
2. Communication plan
3. Sponsorship plan
4. Coaching plan
5. Training plan
6. Resistance management plan
Phase III: Develop the
Change Management Plans
1. Change Commitment Curve
2. Change Personal Transition Curve
3. Heart & Mind Human Drivers
4. Innovation Adoption Curve
5. Maslow Hierarchy of Human Needs
6. Four Stages of Team Development
7. Stakeholder analysis

15. The Change Personal
Transition Curve is a powerful
model used to understand the
stages of personal transition.
Change Personal Transition Curve
Purpose
15

16. Change Personal Transition Curve
Description
16
Change is about losing something of value, familiarity and comfort. The Change Curve will help you understand how
people react to change, so that you can help them make their own personal transitions and make sure that they have
the help and support they need.
We all react differently when impacted by change, some take longer than others to work through it, and some don’t
experience the depth of the curve as deeply as others.
As a leader and colleague, it helps to understand how people will react to change, so that you can help and support
them while they transition through the Change Curve from “Denial” to “Commitment”.
Based on the change curve, the higher the impact the more likely your team will experience the change more deeply.
You may notice however, some of your new team members may be “early adopters” and get on board with change
really quickly. Discovering where your team members are at in their personal transition, and meeting them there, is a
perfect start to your role of helping and supporting others.

17. Change Personal Transition Curve
Description
17
The Change Curve includes 4 stages of personal transitions
Confidence, Moral
& Effectiveness
Time
1. Denial
2. Resistance 3. Exploration
4. Acceptance
Knowing where your stakeholders are, and where you want them to be on the
Change Personal Transition Curve, will help you craft the right change
management plans

18. Change Personal Transition Curve
Description
18
For each stage of personal transition, try to help your colleagues by:
Confidence, Moral
& Effectiveness
Time
1. Denial
2. Resistance 3. Exploration
4. Acceptance
Informing
Listening
Rewarding
Discussing

19. Change Personal Transition Curve
Template
19
For each stage of personal transition, try to help your colleagues by:
Confidence, Moral
& Effectiveness
Time
1. Denial
2. Resistance 3. Exploration
4. Acceptance
John & Michael
Raphael & Suzanne
Sean
Claire

20. In the next slides, you’ll see a small preview of the Phase III of our
Change Management 4-phase approach
20
Phase I: Define the Change
Management Strategy
Phase II: Understand how
People Experience Change
Phase IV: Implement, Track &
Manage Progress
1. Company’s strategy
2. Required change to implement the
strategy
3. Business roadmap
4. Company readiness for change
5. Structure and size of the change
management team
6. Roles & responsibilities
7. Guiding principles
8. Change Lean Canvas
9. Change impact assessment
10.Change management objectives and
levers (ADKAR Model)
1. Governance
2. Overarching change management plan
status report
3. Communication plan status report
4. Sponsorship plan status report
5. Coaching plan status report
6. Training plan status report
7. Resistance management plan status
report
8. Change reinforcement
1. Overarching change management
plan
2. Communication plan
3. Sponsorship plan
4. Coaching plan
5. Training plan
6. Resistance management plan
Phase III: Develop the
Change Management Plans
1. Change Commitment Curve
2. Change Personal Transition Curve
3. Heart & Mind Human Drivers
4. Innovation Adoption Curve
5. Maslow Hierarchy of Human Needs
6. Four Stages of Team Development
7. Stakeholder analysis

21. See below 4 screenshots from the Phase III.
21
Change Management Plan - Summary
Stakeholders & communication channels
Detailed Change Management Plan
Sponsorship Plan

22. In the next slides, you’ll see a small preview of the Phase I of our
Project Management 3-phase approach
22
Phase I: Build a Business Case &
Financial Model
Phase II: Initiate the Project
1. Business opportunity & suggested solution
2. Project objectives, scope & approach
3. Project deliverables & business outcomes
4. Strategic alignment
5. Dependencies & constraints
6. Risk assessment & mitigation
7. Change impact assessment
8. Project costs
9. Benefits
10.Net present value
11.Key success factors & KPIs
1. High-level project plan
2. Detailed project plan
3. Project dashboard
4. Parking lot
5. Punch list
6. Post project evaluation report
Phase III: Define and Implement your
Project Plan
1. Project charter
2. Project challenges and key success factors
3. RACI matrix
4. Stakeholder analysis

23. Change Impact
High Impact
Net Present Value
$8M
Number of Resources
12
Change Manager
John Doe
Cash Flow (US $ millions)
Project Sponsor
John Doe
Intangible Benefits
Insert your own text
Project Costs
$4M
Tangible Benefits
$14M
Project Manager
John Doe
Strategic Alignment
Insert the Strategic Objectives that the project is
aligned with
Lean Business Case
Project name:
Project description:
23
(5.1)
1.8
4.6
6.9
9.9
Year 1 Year 2 Year 3 Year 4 Year 5
This Lean Business Case is very
important, as your CEO and Senior
executives may not have time to deep
dive into more details. It is the first
section of the Business Case, but it is
often done at the end.

24. See below 4 screenshots from the Phase I.
24
Driver Tree
Simple Financial Model
Project Cash Flow
Sophisticated Financial Model

25. In the next slides, you’ll see a small preview of the Phase II of our
Project Management 3-phase approach
25
Phase I: Build a Business Case &
Financial Model
Phase II: Initiate the Project
1. Business opportunity & suggested solution
2. Project objectives, scope & approach
3. Project deliverables & business outcomes
4. Strategic alignment
5. Dependencies & constraints
6. Risk assessment & mitigation
7. Change impact assessment
8. Project costs
9. Benefits
10.Net present value
11.Key success factors & KPIs
1. High-level project plan
2. Detailed project plan
3. Project dashboard
4. Parking lot
5. Punch list
6. Post project evaluation report
Phase III: Define and Implement your
Project Plan
1. Project charter
2. Project challenges and key success factors
3. RACI matrix
4. Stakeholder analysis

26. Project Charter (Template #1)
Project name:
Sponsor:
26
Insert in this box what business issue will this project address
Insert in this box the objective of this project
Problem
statement
Objective
• Insert what is in-scope
• Insert what is in-scope
• Insert what is in-scope
• Insert what is in-scope
• Insert what is in-scope
• Insert what is in-scope
In-scope
• Insert what is out-of-scope
• Insert what is out-of-scope
• Insert what is out-of-scope
• Insert what is out-of-scope
• Insert what is out-of-scope
• Insert what is out-of-scope
Out-of-scope
• Budget: Insert your own text
• Project Manager: Insert your own text
• Key Team Members: Insert your own text
• Key Stakeholders: Insert your own text
Resources
• Insert the name and target date of the milestone
• Insert the name and target date of the milestone
• Insert the name and target date of the milestone
Key milestones

27. See below 2 screenshots from the Phase II.
27
Responsibility Assignment (RACI) Matrix Stakeholder Analysis Matrix

28. In the next slides, you’ll see a small preview of the Phase III of our
Project Management 3-phase approach
28
Phase I: Build a Business Case &
Financial Model
Phase II: Initiate the Project
1. Business opportunity & suggested solution
2. Project objectives, scope & approach
3. Project deliverables & business outcomes
4. Strategic alignment
5. Dependencies & constraints
6. Risk assessment & mitigation
7. Change impact assessment
8. Project costs
9. Benefits
10.Net present value
11.Key success factors & KPIs
1. High-level project plan
2. Detailed project plan
3. Project dashboard
4. Parking lot
5. Punch list
6. Post project evaluation report
Phase III: Define and Implement your
Project Plan
1. Project charter
2. Project challenges and key success factors
3. RACI matrix
4. Stakeholder analysis

29. Project Dashboard (Template #2)
Project Name: Insert your own text
Project Manager: Insert your own text
29
Time / Deadlines
• Insert your own text - Insert your own text
• Insert your own text - Insert your own text
• Insert your own text - Insert your own text
• Insert your own text - Insert your own text
• Insert your own text - Insert your own text
• Insert your own text - Insert your own text
Cost / Budget
• Insert your own text - Insert your own text
• Insert your own text - Insert your own text
• Insert your own text - Insert your own text
Requirement /
Quality
Key Past Milestones Key Current Milestones Key Future Milestones
 Insert Milestone
 Insert Milestone
 Insert Milestone
 Insert Milestone
 Insert Milestone
 Insert Milestone
 Insert Milestone
 Insert Milestone
 Insert Milestone
Overall
Status

30. Parking Lot
Description
30
IDEA / REQUEST DELIVERABLE TIMELINE CONTACT PERSON KEY ACTION
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
What would be the
required deliverables
to do it?
When do you need
this done?
Who is
accountable?
Key action to be
done to complete
the request
What would you
like to do?

31. Structure of the Toolkit
The Project & Change Management Toolkit includes 400 Powerpoint slides and 30 Excel sheets
categorized in multiple folders that you can download on your device immediately after your purchase.
31
II. Understand how
people experience
change
400 editable Powerpoint slides* 30 editable Excel sheets*
*Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide
that has been duplicated to facilitate the understanding of our clients only count for 1 Powerpoint slide.
I. Define the Change
Management Strategy
III. Develop the Change
Management Plans
I. Build a Business Case
& Financial Model
IV. Implement, Track &
Manage Progress
II. Initiate the Project
III. Define and Implement
your Project Plan
Change Management Project Management

32. Interested in more than 1 Toolkit? You can access to all our Toolkits for half the
price with the Gold Business & Consulting Package
www.slidebooks.com
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