Lead Change

Change Canvas

When to use it

Use this tool to help you structure a fast and effective change initiative proposal in your organization.

Get the Change Canvas template

Get this template plus the whole library of 59 tools, detailed instructions, access to fully designed sessions, facilitator guides and participant presentations, all for just $9.99 per month.

Get access

Already have a cohort link? Open it to sign in and download. Buying for a team? See organisation licences.

What’s the purpose

Change is crucial but it can be difficult. This template guides you through the process of managing change effectively and efficiently by considering why it’s happening, who is impacted, what the change is intended to achieve and how the process will be managed to ensure success.

How to do it

Start by giving your change journey a name and identifying who it’s for.
Next, following the numbered order, fill in the template blocks using the prompts below to guide you:Core change team: Identify all the individuals that you need to get buy-in from to support the change process. Urgency: What are the top reasons why the change needs to take place? Consider the current capability to successfully execute on the change. Change recipients: Who is impacted by the change, directly or indirectly? Consider how you might incorporate them into the parts of the change management process that they are affected by most. Vision: What is the ideal future state that you are trying to achieve through the change? Create a high-level concept pitch that the team is aligned on and identify the behaviors that will support the change. Communication channels: What existing and new communication channels will be used to communicate the change to recipients? Success criteria: How will you evaluate whether a change has been accepted or rejected? How will you measure the success of an implemented change? Consolidation: Identify which actions are working and what you anticipate the benefits of the change to be. Consider both qualitative and quantitative benefits. Investments: What barriers to success do you foresee? Consider budget, time, capacity and resources. Actions: Following the SMART principle, identify the key actions that need to be taken and by whom in order to execute the change process successfully.

Helpful tips

Using the ‘Who + Do’ and/or ‘30-60-90 Roadmap’ templates after completing a ‘Change Canvas’ can help you to make sure that your change initiative gets put into action.

Using this method in your day-to-day work

When faced with significant changes in your daily work, particularly ones that require collective action from a large group of people, use this template to help you create structure and get buy-in from all influential and affected stakeholders. It will help you generate and maintain forward momentum, which can be particularly difficult when asking people to move away from what is familiar to them.

Learning Lab

The lesson behind this method

The lesson page is open to everyone. Watching the video needs an account.

Want to learn more?

Back to homepage