$4.$ Case For Change Template

$($Adapted from University of Berkley, Human Resources Change Management Toolkit$)$

Directions: Identify a change that will impact the organizational strategy. Then, use this template provides you with one place to capture the compelling reasons and rationale for why a change needs to happen

Audience

Tailor the case to the specific audience.

Choose your audience that you will need to communicate the change. Examples:

$$ CEO

$$ Board Member

$$ Project Manager

$$ Director$/$Manager

$$ Employees impacted by the change

$$ Customers Provide $3-5$ of the most compelling reasons for the change that will resonate with the audience that you have chosen $($restate the audience here$)$

Background

$$ What current problems need to be solved?

$$ How did we get here?

Current State

$$ Where are we now?

$$ Why is what we$$re doing currently not working?

$$ What opportunities are being missed?

Risks of Not Taking Action

$$ What future problems are anticipated if no action is taken?

$$ What is the impact to the organization?

Benefits of Taking Action

$$ What are the benefits of making the change?

$$ What is the impact to the organization?

Please proceed to the next page to work on your Recommendations for Shifting Strategy.