Business Change Templates

This section contains details of the main documents produced during the business change lifecycle. These documents are important because they record decisions taken and are a valuable management tool at key stages; subsequently they provide a complete audit trail. Each document is described in terms of its purpose, fitness for purpose checklist, suggested content and notes on its use.

If you are involved in planning, projects or contract management, look through the alphabetical list for relevant documents.

If you are responsible for organisational standards, use the document descriptions as a starting point to be tailored to your organisation's specific requirements.

Benefits realisation 
Benefits management strategy
Benefits Realisation Plan
Benefits Profile      

Business case and success criteria
Business case
Success criteria                

Business strategy / strategic direction
Business strategy
Quality Management Strategy

Implementation
Contingency / reversion plans
Plan for addressing deficiencies in delivery
Supplier implementation plans
Test plan and reports
Test Management

Programme management
Vision statement
Blueprint
Communications strategy
Project portfolio
Programme plan
Stakeholder map

Property / Construction
Project execution plan
Contractor selection
Cost report
Tendering process for consultancy support
Contract strategy for premises management
Civil Estate occupancy agreement
Business continuity plan
Financial control of projects

Risk management
Risk log / risk register
Risk management framework
Risk management strategy