Free Change Management & Project Management Templates

Free Templates & Playbooks

for Change Management Practitioners

Welcome to AGS’ library of free change management tools and project management templates.

As pioneers of best change management practices and frameworks, we believe in supporting the change and project management communities, including developing and offering best change practices and processes like the free checklists, plans and templates below.

As a Senior Change Management Lead, I have delivered global transformations that impacted thousands of stakeholders, leaders, and end-users across Intel, Apple, HSBC, Accenture, Silicon Valley Bank, Cisco, Goldman Sachs, Deloitte, and other firms. When I was at Apple, I established the firm’s first-ever business-to-business change management practice to support Apple’s enterprise sales organization. At Intel, I grew the firm’s Supply Chain change management team.

During my tenure, I have discovered that leveraging the free change management tools and templates provided below tremendously helps all levels of change practitioners, from new Change Practitioners all the way up to Senior Change Managers, and also Change Consultants.

Ogbe Airiodion
Senior Change Management Lead (Consultant)

Free Change Management Templates

List of Free Templates and Tools

  1. Free Change Management Plan Template
  2. Free Change Management Roadmaps
  3. Free Project Sponsorship Plan
  4. Free Project Plan Template
  5. Free Change Management Checklist
  6. Free Change Management Strategy Playbook

Click here: Access to All Free AGS Templates & Playbooks.

Free Change Management Plan

The free change management planning template provided by AGS includes a step-by-step list of activities for conducting change management assessments (organizational impact assessments, stakeholder analysis, organizational readiness assessment, program assessment, and other types of change assessments)

It also includes a list of steps for planning and managing your communication, training, stakeholder engagement, and change reinforcement deliverables, and many more.

Change Management Plan - Excel Template Spreadsheet - Free

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Free Change Management Roadmaps

A change management roadmap is a graphical overview of the change management deliverables and activities that need to be implemented to support a business change.

A change management roadmap is one of the top deliverables that change managers need to create. Leadership and stakeholders are always interested in seeing and reviewing your change management roadmap and impacted timelines.

AGS’ all-in-one free roadmap template includes:

  • PPT: End-to-End Change Roadmap
  • Excel: End-to-End Change Roadmap
  • Excel :12-16 Weeks Change Roadmap

Begin from a pre-filled, color-coded template and edit the roadmaps for your specific project needs.

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Free Executive Sponsor Plan & Guide

Using a sponsorship roadmap and plan is essential to ensure that you are tracking what sponsors need to complete, as well as when these tasks have been completed. The downloadable AGS executive sponsor template offered for free, also acts as a sponsorship checklist for tracking and managing sponsor tasks.

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Free Change Management Checklist

A business change can range from implementing new processes or technology integration to changing the entire culture of an organization.

Irrespective of the type of change, you need to be familiar with the list of change management tasks that you might need to complete to ensure you are implementing an effective change management program.

Not every project or change will require you to perform all the tasks listed on the AGS industry standard change management checklist. Projects that impact a larger group of users are often the ones that need most or all of the referenced tasks outlined below.

Free Change Management Templates and Tools

Depending on the scale and scope of the change your group or organization is implementing, you can determine which of these change management tasks to complete. This free checklist will ensure that no important steps are left out of your change planning and implementation.

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Free Change Management Strategy Playbook

Get the free simplified, standardized, and enhanced AGS change strategic playbook.

A change strategy playbook outlines how you will design, develop, implement and track your change management deliverables. You can shave hours off the time it takes to present your change management plan using this comprehensive PPT presentation template while referencing the included PDF sample. 

The AGS change management strategic playbook provides an overview of the various strategies that will be used for your communications, stakeholder engagement, end-user engagement, coaching, UAT readiness, Go-Live, leadership engagement, training, and other change management activities.

A change strategic playbook is one of the most important change deliverables, and it generally needs to be delivered during the early stages of a change program – after conducting your change assessments (change impacts, readiness assessments, stakeholder analysis, etc.).

Airiodion Global Services’ sample Change Management Strategic Playbook includes an end-to-end overview of the various change management deliverables that can be implemented for mid-to-large scale transformational projects, programs, and change initiatives. It also outlines the key change management framework on which most change programs are based.

Change Management Strategic Playbook Template

You get over 75 editable PPT slides to choose from to create a thorough, detailed, and impressive change management strategy presentation. 

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Free Project Plan Template

Get a free AGS Project Plan Template for Project & Program Managers

The free project management planning template below has been designed and developed for Project and Program Management practitioners. 

Project tracking Excel templates don’t often have Gantt chart capabilities because Gantt is not a built-in Excel feature, and so we added a custom built-in Gantt chart so project managers can see project timelines for the various project deliverables, activities, and tasks that they need to track.

Chart your task status, due dates, owners, and add any desired notes and additional information.

Free AGS Project Management Plan - Excel Spreadsheet Template

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Enjoy all these great tools for free and supercharge your change management project!

Questions? Contact Airiodion Global Services (AGS)