Change Guide - Templates and resources

This section gathers in one place key references and resources as a repository of current best practice in change. Signposting people to where they can access additional help and make connections.  The ethos behind the Change Guide is to support collaborative practices and connect those working in health care with content from experts on key topics relating to change and service improvement.

Creating connectivity and linkages within the organisation is a priority. Gathering examples of best practice and showcasing those as part of knowledge sharing within the health service works towards creating Safer Better Healthcare and Staff and Public Value.

You are encouraged to share your Stories of Change with us and be supported in showcasing them through the HSELand Change Hub and our digital platforms. Please use the Case Study template to frame your submission and you can contact for any queries.

Please ensure you download the template(s) and save to your device prior to using it.

6.1 Essential Templates – Working with Service Users, Families, Citizens, Communities and Staff 

Template 6.1.1: Influence-Interest Mapping Grid
Template 6.1.2: Guidance on Stakeholder Mapping and Analysis
Template 6.1.3: Guidance to Develop Engagement and Communication Plan

6.2 Essential Templates – Define

Template 6.2.1: SWOT Analysis (Strengths, Weaknesses, Opportunities and Threats/Challenges)
Template 6.2.2: Context for Change – Why What How Method
Template 6.2.3: Description of the Current Situation (Service Operational Model) See 6.3 below.Template 6.2.4: Guidance on Defining your Personal Values
Template 6.2.5: Cultural Web Exercise
Template 6.2.6: Personal Readiness for Change
Template 6.2.7: Team Diagnostic
Template 6.2.8: People and Culture Change Platform – Readiness Factors
Template 6.2.9: Developing a Vision for the Future
Template 6.2.10: Clarifying Measures
Template 6.2.11: Project Initiation Document (PID)

6.3 Essential Templates – Design

We are offering the templates you need to design your service as individual templates and also as a full set (6.2.3, 6.3.2, 6.3.3, 6.3.4). This allows you to transfer text between templates. Service Design - Full set of templates

Template 6.3.1: Service Design – Option Generation and Appraisal
Template 6.3.2: Detailed Design of the Service Operational Model 
Template 6.3.3: Service Design – Gap and Impact Analysis
Template 6.3.4: Action Plan

6.4 Essential Templates – Deliver

Template 6.4.1: Factors to Monitor During Implementation
Template 6.4.2: Personal Checklist for Change
Template 6.4.3: Working with Emotional Reactions to Change
Template 6.4.4: People Indicators to Support Behaviour Change

6.5 Essential Templates Continued

Template 6.5.1: Reflect Recover Renew – Making Sense of Rapid Emergent Change
Template 6.5.2: Sources of Energy – assessing energy for change and taking action
Template 6.5.3: Creating the Conditions for Change & Integration

Additional resources

Are you preparing for a poster presentation with a project involving change?

The Health Service Change Guide is accompanied by an engaging sample poster presentation template, for use at conferences and other healthcare showcase events. The template contains signposting and helpful prompts on what to include in your poster presentation to maximize the work involved in your service improvement or innovation. The template is set up for AO printing portrait style and can be printed in A4 from your computer as needed. Guidance on how to complete your case study is further explained in this case study guidance document. If you have any queries on the template email:

Sample poster presentation template
Case study guidance document