How to write a case for change

Case for Change

What is the Case for Change?

The case for change is essentially your business case for your change program or project. It’s a document crafted before diving into the delivery and execution phase. Typically required upfront to secure funding and resources, it outlines why the change is needed, its consequences, value, vision, time frames, and expected activities. Agreement on the business rationale, risks, and return on investment is crucial for a clear understanding of the investment required.

Importance of a Signed-Off Business Case:

A signed-off business case is vital to ensure everyone is on the same page regarding the investment, resources, and time needed for the change project. It serves as evidence for key stakeholders, guiding decisions and providing clarity on the rationale for the program. Additionally, it aids in onboarding individuals into the program and contributes to leadership alignment.

It’s advisable to discuss and define these behaviors collectively, possibly incorporating them into training or creating principles to guide leaders through the change effectively.

Types of Information to Cover:

  • Business Rationale: Why is the change required, and what are the consequences of not implementing it?

  • Value: Articulate key performance indicators (KPIs) and demonstrate return on investment.

  • Vision: Provide a sense of the desired future state.

  • Time Frames: Clearly outline expected time frames for the change.

  • Expected Activities: Detail the activities that will contribute to the success of the change.

Benefits of the Case for Change:

  • Clarity on required investment and resources.

  • Resource for onboarding individuals into the program.

  • Aids in leadership alignment.

  • Provides evidence for decision-making and stakeholder discussions.

The Type of Change:

When writing the case for change, consider the type of change you’re implementing—whether it’s tactical or transformational. This distinction helps articulate the scale of the change, the effort required, and the resources needed. Tactical changes focus on smaller-scale improvements, while transformational changes are larger in scale, requiring more time, effort, and resources.

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