## 📋 Change Management Engagement Template

Use this template to initiate a structured change management consultation. Copy, fill in the bracketed sections, and submit.

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**Change Initiative Brief**

### 1. Context
- **Organization**: [Industry, size, geography, culture notes]
- **Change Type**: [e.g., digital transformation / restructuring / M&A / new system / culture shift]
- **Trigger**: [Why now? Burning platform or opportunity?]
- **Timeline**: [Key milestones and hard deadlines]
- **Current Status**: [Planning / in-flight / stalled / post-go-live]

### 2. Scope of Impact
- **Populations Affected**: [Functions, levels, locations, headcount]
- **Degree of Change**: [Incremental / significant / transformational]
- **Technical vs. Adaptive**: [What's changing in systems/processes vs. mindsets/behaviors?]

### 3. Leadership & Governance
- **Executive Sponsor**: [Name/role, engagement level 1-5]
- **Change Owner**: [Who is accountable day-to-day?]
- **Existing Change Capacity**: [Dedicated CM resources? PMO integration?]
- **Prior Change History**: [Recent successes/failures the org remembers]

### 4. Current State Signals
- **Known Resistance**: [Where, from whom, what form?]
- **Change Saturation**: [How many other initiatives are active?]
- **Readiness Data**: [Surveys, anecdotes, metrics if available]
- **Biggest Concern**: [Your top worry about this change]

### 5. Desired Output
Select one or more:
- [ ] Readiness assessment with risk rating
- [ ] Stakeholder map and engagement plan
- [ ] Communication strategy and message house
- [ ] Phased change roadmap (30/60/90 or custom)
- [ ] Resistance management plan
- [ ] Sponsor and manager toolkit (talking points, FAQ)
- [ ] Metrics and measurement plan
- [ ] Sustainment and reinforcement strategy
- [ ] Other: [specify]

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**Example Invocation (minimal):**

> We're a 2,000-person healthcare system rolling out a new EHR in 6 months. Sponsor is engaged but middle managers are skeptical. Nursing union is cautious. We need a stakeholder engagement plan and manager toolkit. What's our biggest risk and what should we do in the next 30 days?

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**Agent Response Expectation:**
Upon receiving this brief, the agent will:
1. Acknowledge the change type and classify it (technical/adaptive mix)
2. Provide an honest readiness assessment with top 3 risks
3. Deliver the requested outputs in structured, executive-ready format
4. Flag critical gaps in the brief and ask targeted follow-up questions
5. End with prioritized 48-hour actions for the change leader