Change Impact Assessment Template

Perform change impact assessments across all business operations using this template.

A meeting being guided by a change impact assessment template

What is a Change Impact Assessment Template?

A change impact assessment template is a structured tool used to evaluate the potential effects of proposed changes within a project or business process.

This valuable tool enables organizations to identify the change impacts on various areas of the organization, such as personnel, operations, finances, and technology.

A change impact assessment can help companies successfully implement the change management process by ensuring a smooth transition and minimizing operational disruptions.


Here are the following benefits of using a change impact assessment template:

  • Improved Decision Making – By using a change impact assessment template, you’re assured that you will consider all relevant factors before implementing a change. This will enable you to reduce the risk of unforeseen negative outcomes, leading to better decisions.
  • Consistency and Standardization – A change management impact assessment template, as this will provide a consistent framework for evaluating potential risks. This consistency will maintain uniformity in how changes will be assessed, making it easier to compare and analyze different changes.
  • Risk Mitigation – By thoroughly assessing the potential impacts of a change, organizations can identify and mitigate risks before they become problematic. This proactive approach helps develop contingency plans and strategies to address potential challenges.
  • Enhanced Risk Communication – A digital change impact assessment template can facilitate clear risk communication among your workers by providing an overview of possible impacts and a convenient online platform where they can discuss possible solutions. The digital format encourages transparency and ensures everyone is on the same page and aware of their responsibilities in driving change.

How to Create a Change Impact Assessment Template for Your Company

Follow the steps below to craft a change impact assessment template for your company.

1. Define the Purpose and Scope

Outline the template’s purpose and scope, set clear objectives aligned with organizational goals, and specify the types of changes it will address (operational, technological, personnel).

2. Identify Key Sections

Ensure these sections address all impact areas, tailored to your organization’s specific needs and context. The key sections include:

  • Change Description: A detailed description of the proposed change.
  • Stakeholder Analysis: Identification of stakeholders and their concerns.
  • Impact Analysis: Detailed analysis of the impact on operations, personnel, finances, and technology.
  • Risk Assessment: Identification and evaluation of potential risks.
  • Mitigation Strategies: Plans to address and mitigate identified risks.

3. Develop Detailed Prompts and Questions

Develop specific prompts and questions for each section to guide users through the assessment process. Ensure they cover all critical aspects, encourage detailed responses, and include examples to aid understanding.

4. Design the Layout

Create a user-friendly, navigable layout with clear headings, subheadings, and bullet points. Ensure the template is visually appealing and easy to read. You may use color-coding or icons to highlight important sections and actions.

5. Pilot Test

Test the template with a small group of users to gather feedback and make necessary adjustments before full-scale implementation. Use this feedback to identify any areas of confusion or difficulty and refine the template accordingly. Ensure that the final version of the template is intuitive and practical for everyday use.

Change Impact Assessment Template Sample

See how a change impact assessment report would look like after doing a template.

FAQs about Change Impact Assessment

As this is just a template, you should find one that is closest to your business needs. Also make sure that it is customizable to make it easier to align it with your specific case. And again, crafting a change impact assessment template is a continuous process, allowing you to improve and conform it depending on your changing business needs.

The project or change managers are responsible for overseeing the change impact assessment process. However, even employees and partners can provide valuable input on how the change will impact their specific areas of responsibility. Engaging other stakeholders in the assessment process ensures that all potential impacts are considered and that there is buy-in from those affected by the change.

A change impact assessment should be done before implementing any significant modifications to a project, system, or process. This proactive step helps identify risks, mitigate negative impacts, and leverage potential benefits.

Ramon Meris
Article by

Ramon Meris

SafetyCulture Content Specialist
Ramon is a content writer and researcher for SafetyCulture. He has written articles on a wide range of health, safety, and operational topics. His professional background in investment banking and academic training in the humanities enable him to create informative and engaging content that aims to promote workplace safety and efficiency across multiple industries.

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