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GROUNDWORK OCM TOOLKIT

The groundwork
for how change actually gets done

Practical templates for standing up and running a change management function — built from real transformation work, not theory.

6
TOOLS
1
FOUNDATION
0
FLUFF
THE TOOLKIT

Six tools. One foundation.

Each one solves a specific problem that shows up the moment you're running more than one project at once. Buy what you need, or get all six.

TRACKING

Project Portfolio Tracker

See your whole project portfolio at a glance, with a live dashboard that updates itself as you fill it in.

STRUCTURE

Team Structure & RACI Template

A domain-lead operating model and a full RACI matrix, adaptable to a team of two or twenty.

REPORTING

Executive Summary Deck

Report up to leadership without burying them in detail, built around what executives actually want to know.

PLAYBOOK

CoE Pilot Playbook

Stand up a Center of Excellence pilot that ends in a real decision, in six stages over 60–90 days.

CAPACITY

Staffing Capacity Model

Know you're understaffed before it's a crisis — a live comparison of team capacity vs. project demand.

AI-ASSISTED

AI Companion Prompts

Six ready-to-use prompts that turn any AI chat tool into a drafting assistant for the rest of the toolkit.

THE FULL SET

Everything, in one download.

All six tools — the operating model, portfolio tracker, executive deck, CoE playbook, staffing model, and the AI prompts to fill it all in faster.

$234 à la carte
$149
SAVE $85
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"Change management fails on the ground floor — unclear ownership, no visibility, reports nobody reads. Groundwork starts there, with the parts that hold everything else up."
— Groundwork