Organizational Change Management Checklist For Enterprises

Having structured change management is crucial in enterprise to process and implement the change for better operation. Without any effective change management strategy in Enterprise Resource Planning, businesses will suffer a drop in productivity and revenues. Using a change management checklist has become the central aspect of defining the strategy and utilizing the checklist in the enterprise.

In the modern era of business, the help desk system has become multi-use for different business functions in a unified system. Having a help desk tool is more than just data connectivity. It has productivity tools and customer engagement solutions to gain insights within the enterprise.
Using a change management checklist helps to proceed with the changes in the helpdesk software and distribute them effectively. The change implementation checklist allows businesses to determine the list of changes required to meet the objectives and boost productivity.

Help desk software has a change management feature that marks the most important function. It helps to integrate and process the change for a better business operation.

Let us guide you in implementing the change management checklist to establish and process the change management in the helpdesk ticketing system.

What is a Change Management Checklist?

Before getting into the central part of the change management checklist template, it is essential to know what a change management system checklist is and the importance of change management.

A change management checklist is a strategy that helps to stratify and implement the changes for an efficient operation. The importance of change management helps to develop an effective change strategy and implement it for better management in operation.

Most help desk software don’t have a change management system that helps process and implement the changes within the help desk operation.

How to Conduct the Change Management Audit Checklist?

Enterprise Resource Planning software goes through a template of the change readiness checklist to check and observe if the change management strategy has met the specified objectives within the helpdesk system. It will demonstrate if the change management process has succeeded or not.

Since change management involves a rollout or backout plan, the enterprise team must follow a change management checklist in the help desk system. It helps to develop rapid implementation strategies by generating tickets and assigning them to the responsible employees.

6 Checklist Items For Best Practice Change Management

The change management checklist allows managers and the help desk team to utilize the checklist and stratify to implement the change management efficiently. Below is the checklist of the change management that involves all employees in the strategic order:

Conduct a Change Readiness Assessment

Conducting a change readiness assessment is one of the first steps to take before allowing your enterprise team to make or introduce a change. This clarifies where you are at the moment and your next steps to improve a more outstanding change management strategy.

A change readiness assessment is a series of steps that analyze where your business is at and in which direction it is heading. Conducting a change readiness evaluation for the enterprise helps to predict and generate the change. Change readiness is all about asking questions that help stir up your enterprise in the right direction. It helps to meet specific objectives in the help desk tool.

When conducting the assessment, you should take several factors into account before proceeding to the next stage:

  • The Current Situation Of The Enterprise
  • The Number Of Employees, Technicians And Departments
  • The Structure And History Of Your Enterprise
  • Help Desk Team


While conducting the change readiness checklist, certain things need to keep in mind before the implementation of the readiness assessment:

When implementing the change, do not conduct the assessment just for the sake of assessing. Keep in mind that the outputs will impact the future and benefit from better organizational change management.
Do customize your change management strategy that fits within the specific change you are handling.

Establish a Communication Strategy

Establishing a communication strategy is the next important step where the strategy must discuss with the help desk software team and managers before proceeding with the change. It helps to understand the nature of the change and the purpose that will benefit a more remarkable outcome in the enterprise.

Developing a successful communication strategy in the enterprise involves interaction with the executives. When establishing a communication strategy, one of the essential questions is why this specific change is necessary and what its risks are once implemented in the enterprise. Without any communication involved, the process of making a change will result in system failure.

When establishing a communication strategy in the enterprise, there are two main things to remember:

To ensure effective communication, the best way to interact is face-to-face, do not expect any electronic communication or video calls will do the job. In other words, do not rely heavily on IT communication when conducting board meetings.
To be involved in the communication strategy of change management, be sure to include managers, IT departments, and the relevant subordinates participating in the helpdesk tool.
Once the change in the enterprise progresses, you need to elaborate and distribute more details of the change management.

Draft a Sponsorship Roadmap

Drafting a sponsorship roadmap involves allocating the investment, the suitable duration, and the resources required for the change implementation in the help desk system. With effective sponsorship, a roadmap marks the most crucial step in the change management audit checklist. This step should not be ignored when developing a sponsorship roadmap plan.

Draft a sponsorship roadmap involves building a network of support in the enterprise, including IT managers. It develops a sponsorship roadmap to outline how to communicate with the executives and how they will benefit from the enterprise help desk software. Once the sponsorship roadmap is implemented, it will become easier to manage the investment and deliver the resources at a suitable duration.

To develop a sponsorship roadmap, do keep these two things in mind:

Do not assume the sponsors know the meaning behind the effective sponsor of change management. Some parts are sometimes missing or not addressed to the sponsor’s knowledge.
Sponsorship is more than just signing the contract. You should reach out to sponsors through active participation with the help desk team, IT managers, and employees of all departments.

Resistance Management

Resistance management is the most prominent challenge managers and employees face while proceeding with the nature of change in the company. When a change is introduced in the software, not many employees or managers are willing to adapt to the new changes in the company. It is due to the company’s lack of requirements or trust in the new change.

One of the best ways to save from trust issues is to develop a resistance management plan earlier to outline the steps to manage and handle each department in the company.

To plan and develop effective resistance management, you should follow these two things:

When conducting resistance management, you should be proactive by figuring out what change might look like and where it has occurred.
Consider preventing and mitigating the causes of resistance management by thinking through the activities in the earlier steps of the change management life cycle.
If you keep these two points in mind, you will find it easier to proceed and implement further of the change management checklist.

Conduct End-User Training

Conducting a training session might seem daunting or complex for some employees when involving change management in the company. New software or tools may not meet within their expertise. If your change management software does not have end-user training, this step in the change management checklist may save your implementation.

When you reach this step in the checklist, you need to have a stratified plan for how and when to plan and facilitate successful end-user training in the company. To conduct training for employees, you need to focus on two keys:

Design and outline the training plan on the duration of the training, cost, customizable training session, and resources required.
Once you have planned this training session, it should deliver at the right time.
Establish Reinforcement Mechanisms
The change management plan is only done once the strategy is complete. If employees go back to the old methods of the company after the implementation change, not only does it waste time but waste the investment that does not generate profit.

Establishing a reinforcement mechanism helps to draft between the duration of the change and how it will turn out after the implementation of the change. To encourage employees to stay on track, you should have two keys to utilize:

Be proactive and systematic when drafting the mechanisms to reinforce the change.
Involve sponsors in the reinforcement plan as they will add the backup of setting the expectations of the change will maintain.

Wrap Up

Establishing structured change management is crucial for any enterprise to proceed and implement the change for better business outcomes. Effective change management requires a change management checklist to ensure a smooth operation and develop compelling strategies for business operations. This helps to meet the objectives and implement the change efficiently.

Other Links

Change Management Questions to Begin Before Implementation