Organizational Change Management Playbook

An OCM guide for credit union organizational change management team members

The playbook provides an overview of how to conduct Organizational Change Management (OCM) within your credit union for the Prairie Payment Initiative’s deployment of the IBM Payment Centre Canada’s Payments as a Service (PaaS) solution.

Three sections are covered:

This page provides an overview of each section with a link to download the full 45-page playbook.

OCM 101

  • OCM + why it’s important
  • OCM levers: tools to support you through change
  • When do you use OCM + what outcomes will it achieve?
  • Who does the OCM team work with?

OCM by project phase

  • OCM things to do by project phase
  • Planning and design
  • Develop
  • Deliver
  • Sustain

Developing your OCM plan (with templates)

  • OCM contents
  • What’s changing
  • Approach to change readiness
  • Stakeholders
  • Coordinated approach with PPI program
  • Senders and receivers
  • Measuring change
  • Change outcomes for stakeholders
  • Plan on a page
  • Detailed tactical plan

Supporting Documents

RACI matrix

Case for change presentation

PPI kickoff template

Change impacts workshop approach

Change description document

PPI briefing template

Change impacts workshop approach

Change impacts summary template

Training needs analysis report template