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OCM Resource Library

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Content type Name File type Role ADKAR stage Purpose Change phase Link
Whitepaper Change Management Roadmap to Driving Outcomes PDF Executive stakeholder Awareness Thought leadership All https://success.planview.com/@api/deki/files/162464/Change_management_roadmap_to_driving_outcomes.pdf?revision=3 
How-to article Earning your Change Management Badge PowerPoint   Awareness Support, Guide All https://success.planview.com/@api/deki/files/162465/Earn_your_change_management_badge.pdf?origin=mt-web
Sample Change Plan Overview PDF Change leader Awareness Support All https://success.planview.com/@api/deki/files/162466/Planview_OCM_Change_Plan_Overview_Sample.pdf?origin=mt-web
Support Planview Support Resources  PowerPoint Change leader Knowledge Support All https://success.planview.com/@api/deki/files/162468/Planview_Support_Resources_Overview.pdf?origin=mt-web
Support OCM Support Resources PowerPoint Change leader Knowledge Support All https://success.planview.com/@api/deki/files/162467/Planview_OCM_Support_Resources_Overview.pdf?origin=mt-web
Link OCM Community User Group Internal link   Reinforcement Support, Community All https://community.planview.com/groups/organizational-change-management-100
Link University of Planview Courses Internal link     Support, Learning All https://university.planview.com/learn/catalog/view/54
Customer story Customer Success Stories Internal link   Desire Thought leadership All https://www.planview.com/our-customers/
Template Frequently Used OCM Templates (PPT) PowerPoint Change leader   Support Lead the change https://success.planview.com/@api/deki/files/162469/Frequently_Used_OCM_Slides.pptx?revision=2
Exercise Understanding your Adoption State of Readiness PowerPoint Change leader Awareness Support Assess the change https://success.planview.com/@api/deki/files/162470/Understanding_Your_Adoption_State_of_Readiness.pptx?origin=mt-web
Template Project Change Story (PPT) PowerPoint Change leader Awareness Support Lead the change https://success.planview.com/@api/deki/files/162513/Project_Change_Story_(PPT).pptx?origin=mt-web
Template Change Roster (PPT) PowerPoint Change leader Desire Support Communicate the change https://success.planview.com/@api/deki/files/162510/Change_Roster_(PPT).pptx?origin=mt-web
Template Change Plan Overview PowerPoint Change leader Awareness Support Communicate the change https://success.planview.com/@api/deki/files/162514/Change_Plan_Overview.pptx?origin=mt-web
Template Ice Breakers PowerPoint Change leader Ability Support Communicate the change https://success.planview.com/@api/deki/files/162512/Ice_Breakers.pptx?origin=mt-web
Template Build your own Change Plan Excel Change leader   Support, Guide Lead the change https://success.planview.com/@api/deki/files/162508/Build_Your_Own_Change_Plan_(Full_Workbook).xlsx?origin=mt-web
Exercise Capabilities Assessment Excel Change leader Awareness Support Assess the change https://success.planview.com/@api/deki/files/162494/Capabilities_Assessment.xlsx?origin=mt-web
Exercise Current State Review Excel Change leader Awareness Support Assess the change https://success.planview.com/@api/deki/files/162484/Current_State_Review.xlsx?origin=mt-web
Template Project Change Story (Excel) Excel Change leader Awareness Support Assess the change https://success.planview.com/@api/deki/files/162501/Project_Change_Story_(Excel).xlsx?origin=mt-web
Template Change Roster (Excel) Excel Change leader Awareness Support Assess the change https://success.planview.com/@api/deki/files/162500/Change_Roster_(Excel).xlsx?origin=mt-web
Exercise Measuring Success Excel Change leader Desire Support Lead the change https://success.planview.com/@api/deki/files/162502/Measuring_Success_Exercise.xlsx?origin=mt-web
Template Risk Assessment Excel Change leader Awareness Support Lead the change https://success.planview.com/@api/deki/files/162485/Risk_Assessment.xlsx?origin=mt-web
Template Risk Planning Excel Change leader Awareness Support Lead the change https://success.planview.com/@api/deki/files/162473/Risk_Planning.xlsx?origin=mt-web
Template Role-based Change Stories Excel Change leader Desire Support Lead the change https://success.planview.com/@api/deki/files/162504/Role-based_Change_Stories.xlsx?origin=mt-web
Template Stakeholder Analysis Excel Change leader Desire Support Lead the change https://success.planview.com/@api/deki/files/162497/Stakeholder_Analysis.xlsx?origin=mt-web
Template Communication Planning Excel Change leader   Support Communicate the change https://success.planview.com/@api/deki/files/162503/Communication_Planning.xlsx?origin=mt-web
Template Role-based Planning Excel Change leader   Support Communicate the change https://success.planview.com/@api/deki/files/162498/Role-based_Planning.xlsx?origin=mt-web
Template Training Schedule Excel Change leader Ability Support, Training Reinforce the change https://success.planview.com/@api/deki/files/162488/Training_Schedule.xlsx?origin=mt-web
Template Portfolios Training Scope Excel Change leader Ability Support, Training Reinforce the change https://success.planview.com/@api/deki/files/162495/Portfolios_Training_Scope.xlsx?origin=mt-web
Template Support Plan Excel Change leader Reinforcement Support Reinforce the change https://success.planview.com/@api/deki/files/162486/Support_Plan.xlsx?origin=mt-web
Template Lessons Learned Excel Change leader Reinforcement Support Reinforce the change https://success.planview.com/@api/deki/files/162474/Lessons_Learned.xlsx?origin=mt-web
Sample Prosci Communication Checklist PDF Change leader   Support Communicate the change https://success.planview.com/@api/deki/files/162506/Prosci_Communication_Checklist.pdf?origin=mt-web
Communication ADKAR® Communication Templates  Word Change leader   Support Communicate the change https://success.planview.com/@api/deki/files/162761/ADKAR_Communication_Templates.zip?origin=mt-web
Communication Portfolios Ambassador Training Invite Word Change leader Knowledge Support Communicate the change https://success.planview.com/@api/deki/files/162471/Portfolios_Ambassador_Training_Invite.docx?origin=mt-web
Communication Manager Talking Points Word Change leader Awareness Support Communicate the change https://success.planview.com/@api/deki/files/162478/Manager_Talking_Points.docx?origin=mt-web
Communication Planview is Coming Soon Word Change leader Awareness Support Communicate the change https://success.planview.com/@api/deki/files/162499/Planview_is_Coming_Soon.docx?origin=mt-web
Communication Build the WIIFM Word Change leader Desire Support Communicate the change https://success.planview.com/@api/deki/files/162487/Build_the_WIIFM.docx?origin=mt-web
Communication What do I need to prepare? Word Change leader Knowledge Support Communicate the change https://success.planview.com/@api/deki/files/162490/What_do_I_Need_to_Prepare.docx?origin=mt-web
Communication Planview Training Invite Word Change leader Ability Support Communicate the change https://success.planview.com/@api/deki/files/162475/Planview_Training_Invite.docx?origin=mt-web
Communication Provide Training and Support Details Word Change leader Ability Support Communicate the change https://success.planview.com/@api/deki/files/162489/Provide_Training_and_Support_Details.docx?origin=mt-web
Communication Virtual Training Best Practices (Zoom) PDF Change leader Ability Support Communicate the change https://success.planview.com/@api/deki/files/162491/Virtual_Training_Best_Practices_(Zoom).pdf?origin=mt-web
Communication How will users be supported? Word Change leader Reinforcement Support Communicate the change https://success.planview.com/@api/deki/files/162476/How_will_users_be_supported.docx?origin=mt-web
Communication Share Wins and Next Steps Word Change leader Reinforcement Support Communicate the change https://success.planview.com/@api/deki/files/162493/Share_Wins_and_Next_Steps.docx?origin=mt-web
Communication Planview Learning Plan (Portfolios Focused) PowerPoint Change leader Knowledge Support Communicate the change https://success.planview.com/@api/deki/files/162516/Planview_Learning_Plan_(Portfolios_Focused).pptx?origin=mt-web
Communication Planview.Me is Live Word Change leader Awareness Support Communicate the change https://success.planview.com/@api/deki/files/162505/Planview.Me_is_Live.docx?origin=mt-web
Communication Pilot Group Onboarding Templates Word Change leader All Support Communicate the change https://success.planview.com/@api/deki/files/162762/Pilot_Group_Onboarding_Communication_Templates.zip?origin=mt-web
Communication Manager Talking Points for Pilot Group Word Change leader Awareness Support Communicate the change https://success.planview.com/@api/deki/files/162477/Manager_Talking_Points_for_Pilot_Group.docx?origin=mt-web
Communication Build Pilot Community Awareness and Desire Word Change leader Awareness Support Communicate the change https://success.planview.com/@api/deki/files/162481/Build_Pilot_Community_Awareness_and_Desire.docx?origin=mt-web
Communication Pilot Group Invite Word Change leader Knowledge Support Communicate the change https://success.planview.com/@api/deki/files/162472/Pilot_Group_Invite.docx?origin=mt-web
Communication Pilot Training Calendar Invite Word Change leader Ability Support Communicate the change https://success.planview.com/@api/deki/files/162496/Pilot_Training_Calendar_Invite.docx?origin=mt-web
Communication Right Fit Transition Communication Templates Word Change leader Ability Support Communicate the change https://success.planview.com/@api/deki/files/162763/Right_Fit_Transition_Communication_Templates.zip?origin=mt-web
Communication Introduction for Right Fit Transition Word Change leader Awareness Support Communicate the change https://success.planview.com/@api/deki/files/162479/Introduction_Communication_for_Right_Fit_Transition.docx?origin=mt-web
Communication Right Fit Support Resources Word Change leader Desire Support Communicate the change https://success.planview.com/@api/deki/files/162492/Right_Fit_Support_Resources.docx?origin=mt-web
Communication Right Fit Change Prep Word Change leader Knowledge Support Communicate the change https://success.planview.com/@api/deki/files/162480/Right_Fit_Change_Prep_Communication.docx?origin=mt-web
Communication Right Fit Training Prep Word Change leader Reinforcement Support Communicate the change https://success.planview.com/@api/deki/files/162482/Right_Fit_Training_Prep.docx?origin=mt-web
Communication ADKAR® Communication Samples Word Change leader All Support Communicate the change https://success.planview.com/@api/deki/files/162765/ADKAR_Communication_Samples.zip?origin=mt-web
Sample Global Why Message  Word Change leader Awareness Support Communicate the change https://success.planview.com/@api/deki/files/162483/Global_Why_Message.docx?origin=mt-web
Sample New Process Coming Soon Word Change leader Desire Support Communicate the change https://success.planview.com/@api/deki/files/162766/New_Process_Coming_Soon.docx?origin=mt-web
Sample Drive Role-based Change for Project Managers Word Change leader, Project manager Desire Support Communicate the change https://success.planview.com/@api/deki/files/162767/Drive_Role-based_Change_for_Project_Managers.docx?origin=mt-web
Sample Implementation Timeline and Process Changes Word Change leader Knowledge Support Communicate the change https://success.planview.com/@api/deki/files/162768/Implementation_Timeline_and_Process_Changes.docx?origin=mt-web
Sample Available Sandbox for Training Word Change leader Ability Support Communicate the change https://success.planview.com/@api/deki/files/162769/Available_Sandbox_for_Training.docx?origin=mt-web
Sample Training Registration Announcement Word Change leader Ability Support Communicate the change https://success.planview.com/@api/deki/files/162771/Training_Registration_Announcement.docx?origin=mt-web
Sample Celebration Announcement Word Change leader Reinforcement Support Communicate the change https://success.planview.com/@api/deki/files/162770/Celebration_Announcement.docx?origin=mt-web
Link Assess the Change Internal link   Awareness Thought leadership Assess the change Assess the change
Link Communicate the Change Internal link     Thought leadership Communicate the change Communicate the change
Link Planview OCM Fundamentals Internal link Change leader Awareness Thought leadership   Fundamentals

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OCM resource library

Your hub for OCM resources, practical tools, and proven strategies. Explore everything you need to guide change, build capability, and achieve success with Planview.

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