Download your free Change Management template to personalize and use in your bookkeeping or accounting firm.
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.
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling