UPCEE Change Model & Change Tools

Our UMMS Change Management Model is called UPCEE. Click to learn more about each phase and download the tools specific to that stage of your project.

U – Understand

Do you understand the change? Does your team understand the change?

Assess the change so you know the nature of what you must prepare for
Build a business case for why the change is needed and what resources are required
Create a change vision and define what good looks like when you're done
Identify stakeholder groups who are impacted by the change
Identify stakeholder groups' concerns and impacts

Change Tools

P – Plan

**What is the plan for the change?**

Choose change solutions based on impacts and needs from the stakeholder analysis
Place change solutions into a change journey timeline
Consider the best ways to leverage key organizational milestones and events in your timeline
Develop a change journey visual so people can see the path to success
Develop a change plan with solutions for communications, change support, and learning

Change Tools

C – Communicate

**How will you communicate the change?**

Create a communications and engagement calendar
Plan a launch event with visible sponsor engagement
Establish a cascading communications plan

Change Tools

E – Execute

**How will you execute the change?**

Setup systems for two-way feedback
Prepare change agents and networks to lead change
Drive activities and ensure visible sponsor support
Implement all change solutions

Change Tools

E – Evolve

**How will you evaluate the success of the change and need to evolve?**

Reflect on progress towards change metrics
Update Frequently Asked Questions (FAQs) based on any new info or questions received
Celebrate and build on early successes
Conduct a change survey to gauge the level of change adoption
Hold a project/change team lessons learned meeting to identify how to evolve

Change Tools

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