Organizational Change Management (OCM) Steps, Activities, and Tasks – Everything You Need to Know about the OCM Process


change management basics

Embrace Change with Confidence: Your Ultimate Change Management Checklist

Change is the only constant in life, and in the dynamic world of business, it’s the heartbeat of progress. Embarking on a change management journey can be exhilarating, but it’s no secret that it comes with its own set of challenges.

Fear not, intrepid change managers, because we’ve got your back! Welcome to your go-to guide for the best Change Management Checklist that’s about to become your trusty sidekick in this epic journey of transformation. Buckle up, as we explore the essential tools, strategies, and insights to not just survive but thrive in the face of change.

So, grab a cup of coffee, get comfy, and let’s dive into a world where change is not just managed; it’s embraced with confidence. Your success story starts here!


Navigating Transformation: The Dynamic Power of the Change Management Checklist

The Change Management Checklist emerges as a vital tool for change managers in navigating the intricacies of organizational transformation. At its core, the checklist serves as a comprehensive guide, systematically outlining key steps and considerations crucial for the successful implementation of change initiatives. It facilitates meticulous planning, ensuring a holistic approach by addressing communication strategies, stakeholder engagement, and risk mitigation.

In the dynamic realm of change management, where uncertainties are inherent, the checklist provides a structured framework, allowing change managers to anticipate challenges, track progress, and make informed decisions.

The Change Management task list becomes a repository of best practices, drawing from past experiences and industry insights, empowering change managers to leverage proven strategies while tailoring them to the unique context of their organization.

Ultimately, the Change Management Checklist is not just a static document; it is a dynamic and strategic companion that empowers change managers to lead with confidence, agility, and a clear roadmap with defined steps to implement change toward the successful change adoption.

OCMS Portal Go-Live Tasks Checklist

Example of the OCMS Portal Project Checklist. An end-to-end change management checklist that encompasses the OCM Solution 5 phase framework. 


Do you have questions about the unfreezing stage of change? the change management process steps? or want to further your knowledge on the business process change management. Please reach out and let us know.


Elevate and Execute: The Checklist’s Pivotal Role in Dynamic Change

The change management checklist allows change managers to navigate the complexities of organizational transformations successfully. The checklist serves several crucial purposes:

  1. Structured Guidance: The checklist provides a systematic and structured approach to change management, ensuring that no essential steps are overlooked. It acts as a roadmap, guiding your team through the intricate process of change.
  2. Comprehensive Planning: It helps in comprehensive planning by outlining key steps, activities, and tasks necessary for successful change adoption. This prevents gaps in planning and ensures a holistic approach to change implementation.
  3. Risk Mitigation: Change inherently involves uncertainties, and the checklist helps identify and mitigate potential risks. By anticipating challenges, your company can proactively address issues, reducing the likelihood of setbacks during the change process.
  4. Employee Engagement: Effective change management involves engaging and empowering employees. The checklist includes strategies to enhance communication, foster stakeholder buy-in, and promote leadership engagement, crucial elements for successful change adoption.
  5. Proven Best Practices: Drawing from the experience of seasoned change management professionals, the checklist incorporates proven best practices. This allows your company to leverage successful strategies while tailoring them to your unique organizational context.
  6. Ongoing Adaptation: Recognizing that change is an ongoing process, not a one-time event, the checklist promotes a dynamic approach. It encourages ongoing evaluation and adaptation, ensuring that your company remains agile and responsive to evolving circumstances.

As a practical and indispensable tool, the change management checklist empowers your company to manage change effectively, reduce resistance, and optimize the chances of successful organizational transformations.

Change Management Procedure vs. Change Management Checklist

The change management procedure is intricately linked to the change management checklist, as the procedure outlines the systematic steps and processes for managing change, while the checklist serves as a practical tool to ensure that these steps are comprehensive and effectively executed.

In essence, the procedure provides the overarching framework, and the checklist acts as a detailed guide to implement and track each element of the procedure, ensuring a thorough and organized approach to change management. Together, they form a dynamic duo, enhancing the efficiency and success of organizational transformations.

Complete OCM Checklist

The OCMS Portal Project Checklist designed to help you effectively navigate all phases of the OCM journey.


Mastering Change: A Senior Change Management Lead’s Proven Steps for Success

Change management involves the people side of change and is the process used to drive adoption of new business processes, technology solutions, and other organizational transformations.

There are key sets of change management steps, activities, and tasks that need to be completed to increase the rate of change adoption successes.

These change management steps are outlined below and are listed based on my extensive years of experience in leading transformation change as a Senior Change Management Lead. Something to note though is that change is an ongoing process, and it is not a one-time event. As such, a meticulous change approach and strategy needs to be applied and implemented to increase end-user adoption, leadership engagement, and stakeholder buy-in.

There are three key phases of effective change management. Click here to review the three organizational change phases: OCM Phase 1 (Overview), OCM Phase 2 (Overview),  OCM Phase 3 (Overview)

Change management steps for the first phase of OCM include:

Change management activities for the second phase of OCM include:

Change management tasks and activities for the third phase of OCM include:

  • Collecting & analyzing feedback after Go-Live
  • Diagnosing post-implementation gaps & issues
  • Implementing corrective actions to remediate identified issues
  • Celebrating successes and quick wins
  • Change management team disengagement

Implementing the key set of organizational change exercises, activities and steps outlined above will help increase the success of your change management program.

Once again, something to note is that the steps of managing change in a business organization is a continual process for the duration of the change or project implementation, and even afterwards.


Note: Content on OCM Solution's ocmsolution.com website is protected by copyright. Should you have any questions or comments regarding this OCM Solution page, please reach out to Ogbe Airiodion (Change Management Lead) or the OCM Solution Team today. OCM Solution was previously known as Airiodion Global Services (AGS).

Image sources & attributes: https://pixabay.com/photos/time-for-a-change-new-ways-letters-2015164/, https://pixabay.com/photos/new-year-s-eve-fireworks-beacon-1953253/, adobe.stock.com