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Change Management

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Download your free Change Management template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Change Management' templateChange ManagementInitiate3 AutomatorsRationale: Define & communicate the whyCompletedInclusion: Identify a cross-functional team for the projectCompletedPlan6 AutomatorsGoals: Provide clear objectives & goals for the changeCompletedExecute (step 1)8 Automators

This is Karbon's best practice process for managing change and/ or major projects in your accounting firm.

It covers the entire process, including:

  • Defining and communicating the rationale behind the change
  • Identifying a cross-functional team for the project
  • Providing clear objectives and goals for the change
  • Executing the change
  • Getting buy-in from your team
  • Monitoring the change
  • Setting reminders for your team
  • Keeping everyone accountable
  • Celebrating success

Learn more about managing change in your accounting practice and the ins and outs of change management.

Download the Template

Download your Change Management template now.

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling