OD & Change Plan

Client/Organization
Participant/Name
Date:

Org Profile
Description of Client / Target Group / Focal
Group
Overview
Overall organization
Focal unit

Vision/Mission/Values
Overall organization
Focal unit

Strategies / Goals
Overall organization
Focal unit

Systems Map of the Focal

Unit

Vision Tree (Focal Unit)

3-year Business Plan

Gap Analysis
IDEAL STATE

CURRENT STATE

IDENTIFIED
GAPS

SOURCE OF
DATA

To be able to fill out the Gap Analysis table, please do a

McKinsey 7S analysis of your focal unit.
To get the data for the McKinsey 7S, you would need to
implement your diagnosis plan and use the data gathered
from it.

Analysis
Choose one (1) major gap & diagnose causes
using your chosen organization model/tool.
Choose 2 models to use for your diagnosis:
Fishbone
Relational
Stream
Problem Tree
After using the model, state your conclusions on what
are the causes of the problem.
Then state what then is the goal you wish to pursue or
the gap you intend to fill as a result of this analysis.

INTERVENTION MATRIX
GAPS/GOALS

PROPOSED INTERVENTIONS
Individual

Group/Team

Organizational

Change Plan
Specific Intervention
Change Objectives

Force Field Analysis

DRIVERS
*Existing Factors/Conditions that
can facilitate change

BARRIERS
*Existing Factors/Conditions that
can hinder change

Stakeholders Analysis
WHO

Likely Reactions

Possible Benefits of
Change to Them

Action Plan
Activities/Tasks

Deadline

Responsible Resource
s

Communication Plan
Who will be told

What

When

How

Evaluating Change
Key Metrics

Method

Respondents

Sustaining Change
RESOURCES
SUPPORT SYSTEM
NEW COMPETENCIES
AND SKILLS
REWARDS AND
REINFORCEMENT
STRUCTURES
CELEBRATING SUCCESS