The University of Sheffield
Human Resources

Change Management Toolkit

This toolkit provides a good practice guide to support managers to manage change effectively. It aims to:

Further development activities are available to ensure managers feel equipped to manage staff through change.

It is worth noting that this toolkit assumes change will be managed and planned, although change may not always occur as a planned, managed event, and emergent change may require a different approach, which HR can advise you on. The scale and depth of the work involved at each stage will also depend on the scale and nature of change.

Change Management Toolkit Index

Policies and Procedures

Change Management Policy
Restructuring Procedure
Redundancy Avoidance Procedure
Redeployment Procedure
Redundancy Procedure
Redundancy Payment Scheme

General Tools & Guidance

Glossary: Change Management Terms
Roles & Responsibilities
Guidance: ACAS Guide to Redundancy Handling
Tool: Government's statutory redundancy entitlement calculator

Tools for Staff

Guidance for Staff "At Risk"
Guidance on the Redeployment Pool
Employee Responsibilities Checklist - For  Engagement in Redeployment
Flowchart: FTC Notification & Redeployment Process
Flowchart: At Risk Phase
Flowchart: Individual Consultation
Flowchart: Redeployment & Notice Period
FAQs: Voluntary Redundancy
FAQs: Suitable Alternative Employment
FAQs: Redeployment Opportunities
FAQs: Trial Periods

Tools for Getting Started

Change Management Cycle
Planning Change/Leading Change
Top Tips: Making a case for Change
Contractual Working Arrangements/Staffing levels
Form a Change Management Team/Review Group
Develop the Vision for the Change
Clarify Needs & Challenges (People/Environment/Stakeholders)
Guidance on the Change Equality Impact Assessment
Template: Equality Impact Assessment
Equality Impact Assessment Training
Template: Change Wellbeing Risk Assessment
Develop a Business Case/Change Plan/Communications Plan
Template: Organisational Change Plan
Top Tips: Communication of Change
Preparing People

Adapting to Change
Maintaining Staff Morale and Wellbeing

Tools for Redundancy Avoidance in Restructuring

Roles and Responsibilities within the Change Management Policy and Procedures
Guidance: ACAS Guide to Redundancy Handling
Terms of Reference of the JUCC Employment Security Sub-committee
Timeline: Consultation and redundancy avoidance when restructuring
Flowchart: Review Announced
Flowchart: Restructuring Begins
Template: Collective Consultation
Guidance on Ring-fencing
Template: Selection Criteria
Top Tips: For Subjective Selection Criteria
Flowchart: "At Risk" Phase
Guidance for Staff "At Risk"

Flowchart: Individual Consultation
Template: Individual Consultation Letter
Template: Individual Consultation Meeting (For Managers)
Template: Personal Development Plan
Flowchart: Notice Period & Redeployment
Employee Responsibilities Checklist - For Engagement in Redeployment
Manager Responsibilities Checklist - For Engagement in Redeployment

Tools for Individual Consultation

Roles and Responsibilities within the Change Management Policy and Procedures
Flowchart: FTC Notification & Redeployment Process
Flowchart: Individual Consultation
Individual Consultation Letter Template
Template: Individual Consultation Meeting (For Managers)
Template: Personal Development Plan
Flowchart: Notice Period & Redeployment
Guidance for Staff "At Risk"
Employee Responsibilities Checklist - For Engagement in Redeployment
Manager Responsibilities Checklist - For Engagement in Redeployment

Tools for Implementing Change

Arrange Trial Periods
Build capabilities/skills for new roles
Communicate

Help staff to adapt

Deal with appeals relating to redundancies

Post-Change Administration

Template: Post-Change Wellbeing Risk Assessment

Tools for Monitoring and Reviewing Change

Reviewing Progress
Seeking feedback
How to review
What to review
Capture learning
Agree further actions and share outcomes