Change communication checklist: How to make your change process a success

How can you communicate change successfully? Use this checklist to plan all your communication measures, including practical examples and tips.
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Whether it’s reorganisation, digital transformation or cultural change, without clear and targeted internal communication, many change processes fail due to a lack of internal acceptance. Employees feel overlooked, uncertain or demotivated. Yet it is precisely the way in which changes are communicated that determines their success or failure.

With the right communication strategy during the change process, employees can not only be informed, but also actively engaged and motivated. Our checklist for change communication provides structured guidance for planning, realizing and evaluating communication measures in change projects in a targeted manner.

Why is change communication crucial?

Change is part of everyday life. Whether it’s rearranging the supermarket or changing players on your favourite team. However, change often causes uncertainty. This is where change management communication, also known as change communication, comes in: it translates strategic decisions into understandable, credible messages and provides guidance during times of change.

Lack of communication or unclear communication quickly leads to rumours, resistance and demotivation. Studies show that the main reason for the failure of change projects is not the strategy, but poor communication. Up to 70% of all change projects fail because of this.

Source: https://www.mckinsey.com/capabilities/people-and-organizational-performance/our-insights/successful-transformations

Well-thought-out communication during the change process

    • … creates transparency regarding objectives, background information and effects,
    • … promotes trust and employee participation,
    • … activates managers as multipliers,
    • … and supports realization through continuous feedback.

Particularly in complex or lengthy change processes, communicative support with a clear structure and timing is crucial for sustainable success.

Comparison: Change communication vs. traditional internal communication

Traditional internal communication often focuses on sharing information related to day-to-day business: company news, organisational notices or HR topics. It is usually continuous, stable and relatively free of conflict.

Change communication, on the other hand, operates in a much more sensitive environment: change means uncertainty, resistance and the need to actively build trust. Here, mere information is not enough; rather, it is about orientation, motivation and dialogue.

Aspect Traditional internal communication Change communication

Objective

Information & Transparency
Orientation, acceptance, motivation

Table of contents

News, updates, company information
Reasons for change, effects, prospects

Tonality

neutral, informative
Empathetic, dialogue-oriented

Frequency

regular, predictable
more intensive, phase-oriented

Role of managers

information sharing
active multipliers & change agents

Dialogue & Feedback

Optional
Absolutely necessary

The checklist for change communication

Successful change communication requires structure and clarity. This checklist helps those responsible for the change process to maintain an overview and ensure that all relevant aspects are taken into account.

Step 1: Define your target audience

Step 1: Define target groups

Description

At the beginning of every change process, the question arises: Who is affected by the change and how? Different target groups have different information needs, and these must be clearly identified before the first messages are formulated.

Why it is important

If target groups are not clearly defined, messages become too general or fail to reach people at the level they need. This quickly leads to rumours, uncertainty or even resistance. A clear target group analysis ensures that communication is targeted, understandable and effective.

Checklist items

Best practice example

A medium-sized company conducted a stakeholder matrix before closing a site. Each target group was assessed according to how it would be affected and its influence. This resulted in a prioritisation: managers and the works council were involved intensively at first, and employees were then provided with transparent and comprehensible information. This allowed uncertainties to be addressed at an early stage and trust to be built.

Step 2: Set communication goals

Description

Once the target groups have been clearly defined, the next step is to set specific goals for change communication. These goals set the direction and later make it possible to measure whether the communication was successful.

Why it is important

Without clear goals, communication remains arbitrary. Instead of creating orientation and security, companies risk ambiguity and mistrust. Defined communication goals help to formulate messages consistently and systematically review their impact.

Checklist items

Best practice example

A financial institution was about to introduce a new IT platform. The communication goals were deliberately divided into two parts: for employees, the goal was to ‘create confidence in using the new software,’ while for managers, it was to ‘communicate change as a strategic opportunity.’ This clear differentiation allowed messages to be developed in a targeted manner and success to be measured in feedback rounds.

Step 3: Develop key messages

Description

Key messages are the central statements that make the change process understandable and comprehensible. They answer the most important questions employees have: Why is this change happening? What does it mean for me? What happens next?

Why it is important

Without clear and consistent messages, there is room for interpretation. This leads to uncertainty, rumours and resistance. Precisely formulated core messages create a consistent narrative that provides guidance and builds trust.

Checklist items

Best practice example

An international corporation used the core message ‘Flexibility strengthens our cooperation’ to introduce new working models. This message was communicated across all channels, from emails and town hall meetings to posters in the office. In addition, FAQ documents were provided that answered the most important questions from employees in concrete terms. This ensured that it was always clear what the change stood for and what benefits it would bring.

Step 4: Select communication channels

Description

Once target groups, objectives and core messages have been defined, the question arises: Which channels are best for reaching people? The choice of communication channels in the change process determines whether messages actually get through or are lost in the noise of information.

Why it is important

Each target group prefers different channels: while managers often expect personal briefings, employees prefer digital formats such as intranet, newsletters or videos. If the wrong channels are chosen, messages fall flat or, worse, give the impression of a lack of transparency.

Checklist items

Best practice example

A manufacturing company faced the challenge of reaching employees who did not have a fixed PC workstation. In addition to email and the intranet, an employee app was introduced. This provided all employees with push notifications containing updates, video messages from management and the opportunity to provide feedback. This diversity of channels ensured the flow of information and promoted acceptance throughout the company.

Step 5: Draw up a plan of action and schedule

Description

Good change communication thrives on continuity and structure. A clear action plan and schedule ensures that the right messages reach the relevant target groups at the right time.

Why it is important

Change processes proceed in phases, from announcement to realization to consolidation. Without a plan, gaps in communication arise, important messages are lost or communicated too late. A structured schedule creates reliability and orientation.

Checklist items

Best practice example

An energy supplier that changed its organisational structure developed a communication roadmap with clear milestones:

  • Week 1: CEO address on video
  • Week 2: Executive briefing
  • Woche 4: Mitarbeitenden-Workshops
  • From week 6: monthly Q&A sessions

Thanks to clear planning, everyone involved knew when which information would follow. This reduced uncertainty and increased confidence in the process.

Step 6: Involve managers

Description

Managers play a key role in the change process: they are the first point of contact for their teams, act as multipliers and have a decisive influence on employee confidence. That is why they must be actively involved in change communication and empowered to do so.

Why it is important

If managers are unprepared or send conflicting messages, this undermines the credibility of the entire change process. If, on the other hand, they are informed, trained and supported at an early stage, they can communicate the change convincingly and generate support within the teams.

Checklist items

Best practice example

A global company introduced a ‘management communication package’ during a major restructuring. It included a briefing document with key messages, a collection of FAQs and prepared presentation slides. In addition, there were monthly webinars where managers could ask questions. This enabled them to convey consistent messages at all times and reduce uncertainty among their teams.

Step 7: Enable feedback and dialogue formats

Description

Successful change communication is not a one-way street. In addition to sharing information, dialogue is also necessary. This is the only way to hear employees’ concerns, questions and ideas. By involving employees in the change process, e.g. through feedback and dialogue formats, you create transparency and actively promote participation.

Why it is important

If employees feel that they are not being heard, the likelihood of resistance, rumours and loss of trust increases. Open channels of communication, on the other hand, convey appreciation, strengthen acceptance and provide valuable impetus for shaping the change process.

Checklist items

Best practice example

During a relocation, a logistics company introduced weekly digital consultation hours with the project team. Employees could ask their questions live or submit them anonymously in advance. In addition, a survey app was introduced to regularly gauge opinions. The results were incorporated directly into further communication and helped to address uncertainties at an early stage.

Step 8: Measure success & adjust communication

Description

No change process ever goes according to plan. That is why it is crucial to regularly review the impact of change communication and make adjustments where necessary. This is the only way to ensure that communication remains relevant, credible and effective.

Why it is important

Without monitoring success, there is a risk that communication measures will be ineffective. Through continuous monitoring, those responsible can identify at an early stage whether messages are being understood, whether dialogue is working and where uncertainties still exist. Adjustments ensure sustainable success.

Checklist items

Best-Practice-Beispiel

An international automotive supplier used a KPI dashboard to measure success during a comprehensive digitalisation initiative. The dashboard brought together newsletter open rates, town hall participation rates and results from quarterly pulse surveys. Communication formats were specifically adapted based on this data. Among other things, this was achieved by using more video statements, as these were particularly well received by employees.

Downloadable PDF checklist

Put theory into practice: our checklist for change communication clearly summarises all the important steps from our blog post.

🖇 Get your free PDF now and get started right away!

Use case: Change communication in a digitalisation initiative

A medium-sized manufacturing company was planning to introduce new ERP software. This was a typical change process that affected all departments. To avoid uncertainty, the company opted for a communication strategy for change processes.

First, the target groups were clearly defined: managers, IT staff and production workers without a fixed PC workstation. Specific communication goals and core messages were formulated for each group. From ‘more efficient everyday processes’ to ‘strengthening competitiveness’, everyone should be addressed.

The company opted for a combination of channels: personal briefings for managers, digital newsletters for office staff and the employee app with push notifications for production staff. An action plan specified when which information was to be published.

The involvement of managers was crucial: they received communication packages with argumentation aids and were trained in special workshops. At the same time, employees were able to provide regular feedback via the app. Based on this feedback, additional explanatory videos were produced to increase acceptance.

The result
The rollout went smoothly, employees felt they were being taken seriously, and accompanying surveys showed that satisfaction with the new system had increased. At the same time, feedback revealed weaknesses in the software at an early stage, which meant they could be addressed quickly.

Customer Use Case

MVB Employee App

At Magdeburger Verkehrsbetriebe, Polario connects employees in real time, increases efficiency and saves time – digitally and sustainably!

Read ->

Tools and platforms to support change communication

A well-thought-out strategy is the foundation, but without the right tools, change communication can hardly be realized efficiently. Digital platforms and applications help to disseminate information in a targeted manner, gather feedback and promote dialogue.

Overview of possible tools and platforms:

  • Intranet & employee apps

    Ideal for regular updates, news feeds and push notifications. This allows non-desk workers in particular to be reached directly.

  • Video platforms & streaming solutions

    CEO statements, town hall meetings, and Q&A sessions can be easily recorded and shared. Visual communication often comes across as more authentic and emotional.

  • Collaboration tools (e.g. MS Teams, Slack)

    Suitable for cross-team communication, quick updates and exchanges within project groups.

  • Feedback and survey tools

    Pulse surveys or digital sentiment barometers help to regularly measure employee perceptions and adjust communication accordingly.

  • Project and editorial planning tools

    Support transparent management of communication measures and schedules (e.g. Trello, Asana, Confluence).

An employee app can already include or integrate many of these solutions. This gives you a central platform for many possible tools.

Conclusion: Mastering change with clear change communication

Change is inevitable for companies, whether through digitalisation, reorganisation or cultural change. But it is only through structured change communication that change can be turned into successful transformation.

The checklist presented shows that a clear target group analysis, defined communication goals, consistent messages and appropriate formats for information and dialogue are crucial. In particular, the involvement of managers and continuous monitoring of success make the difference between uncertainty and acceptance. After all, only those who take their employees with them when implementing changes can ensure sustainable change.

Planning employee communication early on during change, making it transparent and actively involving employees lays the foundation for trust and motivation. This way, change is not only accepted, but also seen as an opportunity.

Final tip: Use change communication not merely as an accompanying measure, but as a strategic management tool. This will ensure lasting success.

Frequently asked questions (FAQ)

What does change communication involve?

Change communication encompasses all planned measures that companies use to accompany change internally and externally. This includes target group analysis, communication goals, core messages, channel selection, dialogue formats, and performance measurement. The aim is to inform employees, involve them, and build trust.

While traditional internal communication primarily conveys information, change communication is about orientation, motivation, and dialogue. It is more intensive, empathetic, and feedback-oriented, as change often triggers uncertainty.

Common mistakes include communicating too late or too little, failing to involve managers, relying solely on one-way communication instead of dialogue, and sending unclear messages. All of this can increase resistance and rumors.

Success is measured using KPIs such as reach, participation rates, feedback surveys, or qualitative feedback from teams. It is important to view communication as an iterative process and to regularly align measures with the results.

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