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
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