What is change management? is an Atlassian-built project management tool that, while primarily targeted at software development teams, can be customised for a variety of other project types. It has a particular strength in supporting

Change managementAgile methodologies refers to the systematic process of planning, implementing, and overseeing organisational changes to achieve desired business outcomes..

Change management encompasses strategies, techniques, and tools that help organisations prepare for, execute, and sustain change, whether related to processes, technologies, culture, or organisational structure.Key features

Effective change management seeks to minimise disruption, address resistance to change, and strengthen engagement among all Customisable stakeholdersScrum . and Kanban boards

Automation and integration features

• API access for custom development.Pros
• Highly flexible and customisable to suit unique needsUser-friendly with an intuitive interface
• : Essential elements include:: Identify, assess, and mitigate potential challenges.Free plan available; paid plans start at $10 per user per month.
• Continuous feedback and adaptationExecutive summaryHeight for AI-powered project management: Monitor outcomes and adjust strategies where necessary.Project scopeHeight

Change management processesWork Breakdown Structure is a new project management app that uses AI to help you boost your productivity and manage your workflow.

1. Identify the need for changeFeatures (WBS): Recognise drivers such as technological advancements, market shifts, or process inefficiencies.Create and manage tasks with the help of AITimeline and milestones
2. Define the vision and objectivesView your tasks in a list, on a board, or in a calendarResource allocation: Set clear goals for what the change will achieve.Communicate with team members in built-in chatBudget
3. Engage stakeholdersDesign your own workflows and automationsRisk management plan.: Involve key groups early to build support and address concerns.Integrates with popular tools such as Slack, GitHub, etc.Importance
4. Develop a change management planPros: Effective project plans:: Outline actions, timelines, resources, and communication strategies.Offers AI to make things more efficientKeep
5. Implement the changeClean and intuitive UIprojects: Launch the initiative, ensuring leadership guidance and active support from Versatile and can accommodate different workflows. on trackchange agentsConsPrevent scope creep.New platform, therefore, lacks many integrationsImprove resource management
6. Manage resistance to changeAI tools might need some fine-tuning to work optimallyEnhance communication: Identify the sources of resistance and address them through communication and support.Might not have some of the more advanced features that competitors offer.Increase project success rates.
7. Monitor progress and reinforcePricingA project plan is a vital part of : Use metrics to track success and celebrate milestones.Free tier available. Paid plans start at $8.50/user/month.project management
8. Sustain changeBonsai for freelancers and agencies, as it outlines the steps needed to complete a project, as well as the resources and stakeholders involved.: Embed new ways of working into culture and practices for lasting results.BonsaiProject planning process

Change management frameworks is a project management app designed for freelancers and small agencies. It combines project management, invoicing, and client management in one platform.Understanding the project planning phase

Several FeaturesIt’s time to understand the project planning phase. This is an essential step in the project management process, and one that will have a significant impact on your chances of successfully completing your project. Let’s look at the project lifecycle in general and then the key tasks that make up the planning phase.change management frameworksProject management lifecycle overviewProject and task management guide organisations through transitions. The most prominent include:The four phases of the project management lifecycle are as follows:Time tracking and invoicing

• Kotter’s 8-Step ProcessProject initiationProposal and contract templates
• Lewin’s Change Framework: This is where you first identify a business need or problem, then offer a potential solution. Key activities here include:Expense tracking and tax management
• ADKAR frameworkPreparing a project charterClient CRM functionality.

Kotter’s 8-Step ProcessIdentifying project stakeholdersPros

1. Establish a sense of urgencyAll-in-one solution for freelance business managementConducting feasibility studies and research.
2. Form a guiding coalitionEasy to use, specifically designed for solo entrepreneursProject planning
3. Create a vision for changeFocus on project-related financials.: This is the second phase and an extremely important one. We will be discussing this in more detail below.
4. Communicate the visionConsProject execution
5. Empower broad-based actionFewer features for team collaboration on a larger scale: This phase sees your team begin to execute the project plan. This involves:
6. Generate short-term winsMight not scale well with agency growthAllocating and managing resources
7. Consolidate gains and produce more changeLacks some of the advanced features for Tracking progress
8. Anchor new approaches in the cultureproject managementCommunicating with stakeholders.

Example: A retailer launching a new digital platform began with urgency around changing customer expectations, formed a cross-functional team, communicated a compelling vision, and celebrated early improvements to build momentum..Project close-out

Lewin’s Change ModelPricing: The last phase involves looking back at your project, analysing its success, and determining what can be improved upon next time. Key activities include:

• UnfreezeStarts at $17 per month for individual users.Reviewing project performance: Prepare the organisation to accept change by challenging the status quo.In summary, there are many project management software options available to choose from, with a range of features, team sizes, and price points to meet different needs and requirements. Whether you are a freelancer, small business, or large enterprise, there is a project management tool out there that can help you to streamline your processes, improve collaboration, and deliver successful projects. Consider your organisation’s unique needs, team structure, and long-term goals when selecting the right software solution for your business.Conducting a post-mortem
• ChangeChoosing the right project management toolArchiving documents.: Transition through adoption of new behaviours and processes.Choosing the right project management software for your team can be a daunting task. With so many options available, it’s important to carefully evaluate your team’s needs before deciding. The right tool can make a huge difference in productivity and team morale, while the wrong one can led to frustration and wasted time. In this blog post, we’ll cover some of the key considerations when choosing a project management tool and provide some tips for making the best decision for your team.Key tasks in the project planning phase
• RefreezeAssessing your team’s needsThe planning phase of a project typically includes the following important activities:: Stabilise the organisation by embedding changes into everyday practice.Before we dive into the specific tools, it’s crucial to understand your team’s needs. Answer the following questions to get a better understanding of what you’re looking for in a project management tool:Establishing a budget

Example: A manufacturer seeking to improve quality first destabilised old habits, implemented new protocols, then reinforced behaviours through training and recognition.What is the size of your team?: The cost estimate and allocation of financial resources is a critical step. The following may be considered:

ADKAR modelWhat types of projects do you typically work on?Labour

• AwarenessWhich Materials and equipment of the need for changeproject management methodologiesOverheads.
• Desire do you use (e.g. Defining the project schedule to support the changeAgile: It is necessary to create a timeline to include:
• Knowledge, Duration of tasks of how to changeWaterfallMilestones
• Ability)?Task dependencies. to implement changeWhat are the current pain points in your project management process?Developing WBS
• ReinforcementWhat features are essential for your team’s workflow?: A Work Breakdown Structure ( to sustain changeWhat is your budget for a project management tool?WBS

Example: In a software roll-out, employees learned why the upgrade was essential (Awareness, Desire), received hands-on workshops (Knowledge, Ability), and were rewarded for adoption (Reinforcement).By answering these questions, you’ll have a clearer picture of your team’s needs and can prioritise the features that matter most.) is a hierarchical representation of the project. The following are useful:

Change management challengesKey factors to considerIdentification of all necessary tasks

Organisations frequently encounter obstacles when managing change. Common challenges include:Ease of use and user interfaceAssignment of responsibilities

• Resistance to changeOne of the most important factors to consider is the Resource estimation.: Employees may fear job loss, uncertainty, or increased responsibilities.user experienceIdentification of resources
  of the tool. A tool with a steep learning curve or unintuitive interface can hinder productivity and adoption. Look for tools that have:: The resources needed to complete the project need to be identified. The following may be considered:SolutionIntuitive navigation and layoutHuman resources (team members, skills required): Foster open communication, involve employees in decision-making, and provide adequate support.Clear and visually appealing designEquipment and tools
• Poor communicationAdequate tutorials and onboarding resourcesMaterials and supplies.: Inadequate information can cause confusion and low morale.Customisation options to fit your team’s preferences.Evaluating potential roadblocks
  Remember, the most feature-packed tool isn’t always the best choice if it’s difficult for your team to use.: Conducting a risk assessment involves:SolutionCollaboration featuresIdentification of risks and potential issues: Communicate regularly, using clear and consistent messaging across channels.Effective Development of risk mitigation strategies
• Lack of leadership commitmentteam collaborationCreation of contingency plans.: Without executive support, initiatives may falter. is at the core of successful Completing these key activities during the planning phase allows the
  project managementproject managerSolution. Look for tools that offer robust collaboration features, such as: to develop a detailed project plan. This plan guides the project throughout its lifecycle, significantly increasing the chance of a successful project.: Gain leadership buy-in and ensure visible commitment throughout the transition.Real-time communication (comments, @mentions)Enhance your skills with our expert-led courses
• Cultural misalignmentFile sharing and version control : Change may conflict with existing organisational culture.Task assignment and delegation
  Shared calendars and schedules SolutionProgress tracking and reporting.Instructor-led: Integrate change efforts with culture change and organisational development strategies.Introduction to Project Management courseThe goal is to choose a tool that makes communication and coordination as seamless as possible.
• Insufficient resources or planning Integrations with existing tools: Poor planning can delay or derail change projects.£499 +vatIdeally, your project management software should integrate seamlessly with the other tools your team uses. Consider the following integrations:
  Communication tools (Slack, Microsoft Teams)SolutionSee all datesFile storage solutions (Google Drive, Dropbox): Invest in Time tracking and invoicing softwareproject management Development tools (GitHub, Bitbucket), transition planning, and risk assessment. CRM and marketing automation platforms.

Change management and business functionsInstructor-ledThe more integrated your project management tool is with your existing tech stack, the smoother your workflows will be.

• Organisational developmentProject Management EssentialsScalability and flexibility: Change management techniques are often a core part of organisational development, aiming for long-term improvement in effectiveness. As your team and
• Project management£999 +vatprojects: Integrating change management with grow, your project management needs may change. Look for tools that can scale with your organisation, such as:project managementSee all datesCan handle increasing users and projects ensures project deliverables are adopted and sustained.Essential elements of a project planFlexible pricing models that can grow with your team
• Business transformationComponents of an effective project planCustomisable workflows and project templates: Large-scale initiatives such as mergers or digitalisation depend on robust change management for success.A well-structured project plan includes several critical elements that work in unison to offer a comprehensive guide for carrying out a project. Let’s delve into these vital components.Support for multiple departments or clients
• Stakeholder engagementExecutive summaryAdvanced features that can be unlocked as needed.: Identifying and actively involving key stakeholders is crucial in minimising resistance and ensuring buy-in.The A scalable solution will save you from the headache of migrating to a new system down the line.
• Leadershipexecutive summarySecurity and data privacy: Strong, credible leadership drives the success of change initiatives through clear direction and support. offers a concise overview of the entire project plan. It should:Protecting sensitive project information is essential. Evaluate the security features of potential tools, such as:

Change management best practicesA brief description of the project’s purpose and goalsData encryption in transit and at rest

• Establish clear communication strategiesHighlights of key deliverables and timelinesCompliance with industry standards ( tailored to different stakeholder groups.A summary of resource requirements and budgetGDPR
• Appoint dedicated change agentsA summary of potential risks and mitigation strategies., HIPAA) to guide and support the change process.The executive summary is typically a concise section that allows readers to quickly understand the project’s essence without having to read the entire plan.User authentication and access control
• Use data to inform decisionsProject scope and objectivesRegular security audits and updates and measure progress through key performance indicators (KPIs).Defining the Data backup and recovery options.
• Encourage feedbackproject scopeMake sure the tool you choose aligns with your organisation’s security requirements and any applicable regulations. from employees at every stage. is essential to prevent scope creep and ensure successful project completion. This section should cover:Evaluating free trials and demos
• Provide training and supportSpecific project goals and objectivesMany project management tools offer free trials or demos. Use these to see the software in action: to build new skills and confidence.Project boundaries and limitationsCreate a sample project that resembles your workflow
• Integrate change into company cultureDeliverables and acceptance criteriaInvite team members to use the trial and get their feedback to ensure lasting results.Any exclusions or out-of-scope items.Experiment with essential features and integrations

Related concepts in change managementStart and end dates for each taskSuitable For

• Organisational developmentImportant milestones and deadlinesFree: A discipline focused on improving organisations through planned interventions in processes and culture.Task dependencies and critical path.$0
• Stakeholder engagementUsing visual tools like Gantt charts can effectively illustrate the project timeline and make it easier for stakeholders to understand the project’s schedule.Small teams, basic projects: The ongoing process of involving those impacted by change in planning and implementation.Resource allocationBasic
• Leadership in change managementList the $5-$15 per user/month: The role of leaders in inspiring, directing, and supporting people through transitions.resourcesGrowing teams, more complex projects
• Risk management needed to complete the project, including:Professional: Identifying, analysing, and mitigating risks that arise during change initiatives.Human resources (team members, roles, and responsibilities)$15-$30 per user/month
• Process improvementEquipment and materialsMid-size teams, advanced features: Reviewing and enhancing business processes to align with new goals.External resources or contractors.Enterprise