N 41° SCALE 1:1 EST. 2026 REV. A
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
Get the bundle
"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
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Change Management in the AI Age: Why Skipping the Planning Step Backfires
Most organizations rolling out AI tools treat it like a software update, not a change initiative. That's usually why adoption stalls.
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How to Know Your Team Is Understaffed Before It Becomes a Crisis
By the time understaffing shows up as a missed deadline, it's already too late to solve calmly. Here's how to see it coming.
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How to Build a Project Portfolio Tracker (Without Overcomplicating It)
Most portfolio trackers fail for the same reason: they try to be a project management tool instead of a visibility tool. Here's what actually matters.
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RACI Matrix for Change Management: A Practical Template and How to Use It
A RACI matrix is one of the least glamorous tools in change management — and one of the most underused relative to how much friction it prevents.
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How to Design an OCM Operating Model That Actually Scales
Somewhere around the second or third simultaneous transformation project, most change functions realize they don't have a real structure — just a person keeping up.
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