Team Rollout & Change Management

Value of This Blueprint

Helping customers adopt your product requires strong change management. This document operationalizes the ADKAR framework with an embedded Project plan so CSMs can guide teams through awareness, training, and reinforcement — ensuring a smoother rollout and long-term success.

High-Level Strategy

This Blueprint covers change management principles and provides tactical steps to drive adoption across a customer team:

• Introduces change management principles using ADKAR
• Prepares customers for rollout with structured planning
• Provides training and support links
• Outlines a project-based rollout plan customers can follow

Technical Guidance

Use after onboarding is in place; no data dependencies but logically follows early product setup.

What’s Included

• Change Management Doc Template
• Change Management Planning Project Template