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 | 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 | 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 | 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) | 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.
