Change Management Spreadsheet
Change management spreadsheets are a relatively low-cost option for quality improvement and program planning. Keeping track of programmatic issues, real-time changes, and processes is helpful to monitor successes and challenges. For example, spreadsheets can be used and updated regularly to monitor the following:
- Any program changes that you are piloting or making
- The outcome of those changes
- What is needed to make those changes – for example do you need to train staff on the process, create a new procedure/policy, etc.
- Program issues or projected issues
Table 4. List of Activity Tracking Column Headers
Write down each issue as a row, making sure to include details, plan for what to do next, who is responsible for the plan and whether additional staff training is necessary.
As issues are addressed, they are moved to the appropriate column through completion. This spreadsheet is a snapshot of team needs at any given time. It will help determine a hierarchy of issues so you can plan accordingly and respond in a timely manner.
Sheet 1 - Not started
Activity ID Number (all sheets)
Type of Activity (all sheets)
Description of Activity (all sheets)
Priority (all sheets)
Assigned to (all sheets)
Activity Log (all sheets)
Status (all sheets)
Initiation Date (all sheets)
Activity Steps
Provide Education
Education Plan
test
test
test
test
As issues are addressed, they are moved to the appropriate column through completion. This spreadsheet is a snapshot of team needs at any given time. It will help determine a hierarchy of issues so you can plan accordingly and respond in a timely manner.