STAGE 1 / KICK OFF
Preparing for Change and Kicking Off the OCM
Effort Successfully
Sprint by Sprint
Go
Live
Release
Communications
Communications
Communications
Communications
Impact
Impact
Engagement
Engagement
Measure
Engagement
Training Delivery
Measure
Training Build
Measure
KICK OFF TO DO
☐☐ Understand project timeline, vision, goals, and objectives
☐☐ Identify stakeholders (as known so far)
☐☐ Assemble and kick off OCM Team & partners
☐☐ Assess stakeholder impact (based on what’s known so far)
☐☐ Establish high-level Stakeholder Engagement plan
☐☐ Stand up communications vehicles/sites, if needed
☐☐ Kick off stakeholder engagement
☐☐ Baseline stakeholder placement on change curve
☐☐ Set up task management system
STAGE 2 / SPRINT BY SPRINT
Managing Change During Iterative Development Cycles
Sprint by Sprint
Go
Live
Release
Communications
Communications
Communications
Communications
Impact
Impact
Engagement
Engagement
Measure
Engagement
Training Delivery
Measure
Training Build
Measure
SPRINT BY SPRINT TO DO
☐☐ Identify user-facing stories each sprint
☐☐ Assess stakeholder impacts each sprint
☐☐ Determine and assign readiness tasks each sprint
☐☐ Keep stakeholders informed and engaged on a regular
cadence
☐☐ Build training
☐☐ View product demonstration at end of each sprint
☐☐ Monitor progress on change curve
STAGE 3 / RELEASE
Managing Change After Development, Through Go Live,
and Beyond
Sprint by Sprint
Go
Live
Release
Communications
Communications
Communications
Communications
Impact
Impact
Engagement
Engagement
Measure
Engagement
Training Delivery
Measure
Training Build
Measure
RELEASE TO DO
☐☐ Finalize training materials
☐☐ Finalize process readiness
☐☐ Finalize technology readiness
☐☐ Prepare training site
☐☐ Train the Trainer
☐☐ Training
☐☐ Stakeholder engagement/ communications
“Countdown to Go Live”
☐☐ Establish ongoing Stakeholder support and
communications after Go Live