Create a Seamless Tea Bill Format in Word for Product Management

Tea bill format in word for Product Management

are you looking for a change management plan template specifically in word well in this video I am going to be showing you step by step exactly how to create this template in front of you I'm also going to be making some recommendations as to the data points that you're going to want to capture and the best way to format this important document now if you are short of time I have made this pre-built preformatted template available for instant download there will be a link in the description down below if you did want to pick that up it does come at a cost but I've made it available for less than the price of a cup of coffee and it also does help to support this channel so it is appreciated nevertheless Let Me Now open up a brand new word document and walk you through exactly how to create this document yourself should you want to do so so the first thing I'm going to recommend that you do after saving this document to an accessible place on your local Drive is give the document a title so at the top here I'm going to click insert and then I'm going to click header now you can choose any one of these formatted header types the one I'm going to recommend is banded now there's various reasons why you're going to want to give your document a title and we're just going to type in change management plan here but basically and I'm going to bold this as well so select all of that and bold the reason why we want to give this document or title is if you're sharing this with other stakeholders they know exactly what they're looking at and also a header this will appear on every single page that we create so it's just really really useful um should you have you know if you print this out and just keeping track of all your documents and all the internal pages so I'm going to call this change management plan the next thing I'm going to do is click on shape format and here I'm going to choose a color that kind of Suits my organization's branding so I'm going to choose this gray one here but you might want to choose a different color you can also if you click on the shape fill you can choose any color of your choosing and that as I say meets your organization's colors so that's the first thing that I'm going going to recommend that you do the second thing is if you click on insert then click on page number hover over bottom of page and then just put this I'm going to choose accent bar two so now it just says here so every time you create a new page it will just you know that be the second one will be SEC page two third page Etc just keeps all of your documents uh better organized so we've done that if you double left click in here now we are going to basically create a cover page this is really important if you if you are printing this document so the first thing is going to click insert and then I'm going to click on shape now I'm just doing this to show you to basically put a placeholder in what you'd be wanting to do here is clicking insert and pictures and then you'd want to choose from your device basically it makes sense here to put in your organization's logo so I'm just going to put a placeholder in for now just select here this is kind of where you're going to want to put it so I'm just going to put add text add your organizations logo and again I'm just going to put this in for my branding and I'm going to just home bold that and make this a bit bigger okay so that's the first thing I recommend you do then what I'm going to do put that up a little bit so left click and drag that up and I'm I'm going to press enter enter enter just because I want to have the uh ability to click here underneath and then what I'm going to do is I'm going to type in author now again this is a placeholder you'd be putting your name or whoever's responsible for this document in here so I'm going to bold that and I'm going to put that in the middle so my name is Jeremy as an example i' be putting Jeremy in here but yeah you get the idea enter enter date so the date of the document whatever that date may be enter enter and then version number and the reason why you're going to want to do that is it just gives an indication so as an example it could be something like 01 or sorry 0000 01 every time you create a new iteration of the document you change the version number um and that just makes it much easier for people to understand you know how how much has this document changed so let's leave it like that for now then I'm going to start by giving uh creating a table so where we can document any of those changes that we make almost like a revision history so to do this I'm going to click insert and I'm going to click table now we can always change this as we go on and what I mean by that is we can always kind of insert more rows and columns if we need it but what I'm going to do is create a we'll do 4 by 4X six for now and then in the first row I'm going to left click here and drag all the way across I'm going to right click on my mouse and I'm going to click on merge cells left click in here and I'm going to type in revision history so what I've basically done here is just create created almost a little heading for this table I'm going to click on home I'm going to keep that bolded I'm going to put this to 14 so I just changed the font size down to 14 I'm using calibri it's a very professional looking font really easy to read as well but again you could choose a color to suit your company's uh branding I'm going to choose this light gray here and then what I'm want to do in here is I'm going to type in date version description and then author so these are kind of subheadings if you like so I'll put this down to 11 and we're going to put a lighter gray just to kind of contrast that main heading and yeah we can put the date of that revision so each row would be a change so the date of that revision you know a version so this could be 0 point so the first one would be maybe this the second one would be 02 Etc description of what you changed and who was responsible for that change just going to select all of that that content area here and I'm going to put that as 10 so anything within um this table is going to be in font size 10 if we need to create new rows we can right click and we can go insert rows below insert rows below you get the idea and how many we need so we've got that revision history now what I'm going to do is create a contents page or in other words everything this document is going to contain so what I'm going to do is I'm just going to write this out in front of you and then as we go through the rest of the document I'll walk you through what we can kind of put in these sections so the first thing is we want an introduction to the document so one introduction and then I'm going to press I'm going to unbold and I'm going to click on on the home ribbon I'm going to hover over indent increase indent and I'm going to change it to uh where are we we want to change this to this so I clicked on the number here oh sorry I clicked on this one and then I clicked on this so I want one and I want and I want 1.1 so it's almost like a subsection and in the introduction we're going to have objective and I'm going to make this uh unbold and I'm going to make this 14 enter and then I'm going to have space changing roles and responsibility so these are all the content sections we're going to have so if anyone open up this document they will know I'm going to put a space in there they will know exactly what they have in front of them or what's going to be covered underneath then I'm going to put another space here and for number two we're going to have overview we want to bold that and we want to make that 18 as well just so it's uniform might even put a space in here like that and in an overview we're going to have we need to talk about the present state so actually we need to click on indent so the present State the future state or ideal State and also we need somewhere to document our impact analysis again I'll walk you through these in a second so what I'm going to do now is I'm going to put this down to what do we do here 14 so that's going to be 14 I'm going un bold and I need to put space in here space in here and a space in here now what I'm going to do to make this a little bit easier is I'm going to select all of this contrl + C enter enter enter enter contrl V we're going to change this to now that's all right three we want that to be number three we want this to be now communication and we're going to want this to be communication strategy if I can spell communication strategy correct communication strategy we're going to want us somewhere to put put some stakeholder analysis stakeholder analysis my spelling is really bad today I apologize for that uh and then we're going to want to include a Content area for communication activities now we're going to do number four so select all of this contrl C and that's what we're going to be using a lot of Control Paste once we've set up the initial formatting we can leverage it going forward so now it's going to be implementation plan and objectives right click spell it correct so here we're going to want implementation methods here we're going to want implementation activities and here we're going to want somewhere for our monitoring and evaluation process we need to document that we also need to discuss our desired out come put space in there to keep that nice and for well formatted and also our documentation requirements so that's that don't worry there's not too much to go here I'm going to select all of this contrl c space space space space this would be number six so I'm going to select h no sorry it would be number five this is it's doing that automatically it's clever it's picking up the formatting post implementation plan and we only need two here so I'm going to select all of those and hit backspace backspace backspace and in the post implementation plan we are going to want to discuss the monitoring process put space in there and select all of this and I'm going to put criteria for evaluation then we're going to want a section select all of this contrl c space space space contrl + V oh we need one more space in there this is going to be our organizational change management team it's really important we document who's who's on that panel and then I'm going to just get rid of this and in 6.1 it's going to be the core change leadership group we're going to document who they are and I'll show you that in a second and then lastly contrl V lastly is going to be authorization and sign off so we need to be able to document that right click that authorization so that is our content page now what we can do once we've buil out the other sections is create these as hyperlinks so let's just say if you click on introduction it takes you directly to the page where the introduction is created but we haven't built that yet so I'm not going to do that just now so now what we're going to basically do that's our contents page we now need to create the relevant sections in other words to document all of these different things so I'm going to type in one here I'm going to type in introduction I'm going to hit B F and what you want to do is spend some time formatting the first one because we're going to be using this as time goes on so in the introduction section we're going to create and we're going to use this for the rest of the document we're going to create a series of different tables so insert so on the top here insert table and we are going to do a 1 by two in the first one I'm going to type in objective we're going to change this font size down to a TW uh a let's do 14 we're going to put a gray background on and in here this is the content area we could make this a little bit bigger if we wanted to um drag this up left click here and drag up uh it's it going to let me yeah there we go basically in this content area here we want to specify the desired outcome and how the change will be beneficial so there just a Content area so we're creating Little Boxes uh and what we can do is if I hover over this and left click we'll just bring in line with that it looks a little bit neater so we've got the objective now what I'm going to do here is I'm going to if I actually just left click on that little icon there if you hover over you should see that icon left click contrl C on your keyboard if you're on a Mac it might be a slightly different shortcut might be command something I'm not quite sure then it's contrl C again on my my keyboard my my PC and what we're going to put here is the changing roles and responsibilities so in this content section let me spell this correctly first I'm actually going to have to leverage the uh spell check in this content section we're basically going to be discussing how the change will impact existing and new positions now if I quickly just hover up to the top now we've basically done this content area sove done objective and we've done the changing roles and responsibilities so that's the first one now I'm going to type in number two and now we're going to do the overview so if we if we were to refer back to the content page you'll see over overview so now I need to create these content eras present State future date and impact analysis now we could create these as Separate Tables but I think this formatting looks really good uh for this section so insert table we are going to do a 2x3 now I'm going to double left click in here press crl + C and crl v in here contrl V in here contrl V in here I'm going to left click here and drag it across so we're all in line I am going to change this to current state and you can always refer back to the contents page to know exactly what you're putting in here so well present state or current state I'll put I'll change that to keep it uniform present State future State and we need somewhere for the impact analysis and I'm going to put that as bold I'm going to put this in a home we want that nice gray so now we got and I'll left click here and drag this across now we've got some content areas and we could also bring this down if we wanted to like this left that down we kind of want them to be the same so that's probably a bit too but you get the idea so we got some content areas to put basically this information so what you'd be wanting to put in these sections are here you want to list and detail all processes impacted by the project provide any supporting documentation such as policies standards regulation codes or procedures in the future State you want to discuss how the above processes will be impacted by the change and the plan to execute and implement the change in the impact analysis you need to assess how the change will impact processes policies stakeholder interests things like Staffing costs funding Etc so now we're going to do the communication section so I'm going to what I'm going to do here is I'm going to select the introduction and down here contrl C here contrl + V we're going to call this the communication and we are going to just overwrite this to communication strategy and in basically here we're going to be identifying any existing positions involved in the change process so that's that I'm going to put three here so now I want to create a little table so what I'm actually going to do because we've already created one already is I'm going to go up to the revision history I'm going to left click on here crl + C and I'm going to go all the way down to here enter contrl V what I'm actually going to do is just make sure this is all in line so I'm just going to do that and I might need to do that up here yeah that's not that's not going to be so I'm do that as well that make it more in line so that should be in line now we obviously don't need this content what we want here is somewhere to document some stakeholder analysis or in other words we want to discuss all the different or document all the different stakeholders on this change so as an example nature of impact and extent of impact now we don't need the final column so what I'm going to do is I'm going to select all of those and I'm going to click delete I'm going to put delete columns okay that's not okay what I'm going to do is p control Z I'm going to right click and what we're going to do is now what what we'll do what we'll do is we will let's create role of Stak coder let's create a new column because it's always good to provide more information so put that in there contrl + V and it's going to be nature and extent of impact so now let's put stakeholder name stakeholder interest doesn't have to be the particular role okay so that's that so now we're going to go to page four you see this is all populating now we need to create a table for so we're still in the communication section so I copied that table here control V now we need to basically have a Content area or somewhere to document all of the communication activities or in other words you want to detail how Milestones or results will be communicated to state folders including when you're going to do it and also the frequency as well so that's number three now the next we're going to do is we are going to I'm going to select the introduction section because we're going to oh control Zed I want these two tables so contrl C we're going to go down here enter crl V now this is going to be number four which is the implementation plan and objectives and let's just take the output for oh there we go and in here we need to have implementation methods and implementation activities so I control C that contrl V that activities so here yeah discuss the methods and procedures for executing the plan and here you want to break down things like the costs involved for those methods or provide any information in an outline by completing a certain task or activity as an example so we've done that now what we're going to need to do is copy this left click crl + C we're going to go down here enter contrl V and this time we are going to put in our process schedule so we need activity name we need activity description we need party responsible and we need a predicted or anticipated start date or engagement date so let's put that in there if I right click and put insert columns to the right what we're actually going to do is put in predicted end date as well now I'm going to drag this across like this do this control Zed hopefully you can see that I'm just dragging the I'm making the table a bit more narrow let's make this here and there we go there we go so now we have this table and the one more thing I need to do is I'm going to select both of those right click and then put merge lovely so that is the process schedule now we need a couple more tables so I'm going to select for this section so I'm going to select both of these contrl + C and I'm going to go down here and contrl + V now we want to have somewhere to discuss the monitoring and evaluation process we also want to oh let's copy that one again I must have lost the content area and in here we want to discuss the design outcome so how does it all Impact basically the organization you know with the changes so now we're at number five we're getting there don't worry I'm going to select all of this uh these two contrl c I'm going to go here contrl + V this is now number five yep number five and again you can refer back to the content page at any point if you wanted to see exactly what you need to include so post implementation plan and here we want to um discuss the monitoring process and we also want to discuss some evaluation criteria but I've lost that box again so if I select this evaluation criteria I just want to make sure that I've got everything right here so let's just go to up here number five yeah lovely criteria for evaluation lovely and then number six it's going to be so I'm going to select this and we'll put that in here so oh control Zed contrl c contrl z this is going to be the organization organizational Oran organ organizational change management team and then we're going to go back to this lovely table we created earlier contrl + C we're going to put this in here contrl V we are going to call this the same thing actually let's contrl C control there copy that across get rid of the number and here we're going to have the name of the the individual we're going to put a title you know what do they do we could put their role on the project we could put the department they work in and we can also put um their contact information so let's do that contact so now we have that and the last thing we need to build if I select all of this contrl C enter contrl v 7 is the approval so essentially we're looking for for authorization and sign off or in other words who is going to give us the go-ahead so we need all of this now just change the last two to signature and a date now if you wanted to you could also create this at the bottom contrl +v you can do something like this notes and just have a Content bit at the bottom here get rid of all of that press okay and just have an area to discuss notes I'm actually going to remove this entire um insert rows below insert rows below and then what you could do is just put a white background on then yeah you've got a Content area there where if you want to just add any additional notes you have the ability to do so so that is a change management plan in word I hope this video was useful and that you've now got a a template that you can leverage going forward any questions comments feedback on this template or process drop them down below and with that said over to you best of luck and I hope you have an excellent day