---
name: ocm-playbook
description: "What an OCM Strategist reaches for in RBA Skills to map stakeholders, scope adoption, report on the change workstream, and document outcomes."
disciplines:
  - strategy
  - delivery
tags:
  - playbook
  - role-guide
  - ocm
author:
  name: Kassie Gibbons
  url: https://rba.com
---

# OCM Strategist Playbook

OCM (Organizational Change Management) Strategists manage the human side of change — helping clients understand the impact on their people, processes, and culture, and building the plans that help those people succeed. This is your RBA Skills toolkit.

## Envision — map the change early

| Reach for | Why |
|---|---|
| **envision-toolkit** → `stakeholder-interview-guide` | Stakeholder and change-impact interviews. |
| **discovery-synthesizer** → `stakeholder-map` | Build the stakeholder/impact map before resistance surfaces. |
| **envision-toolkit** → `envision-findings-deck` | Present change-readiness findings. |

## Create — scope adoption, report status

| Reach for | Why |
|---|---|
| **project-management** → `raid-log-builder` | Log adoption risks and decisions. |
| **client-status-reporter** → `status-report-draft` | OCM workstream status. |
| `user-story-writer` skill | Ensure training and adoption stories are scoped, not assumed. |

## Deliver — document the outcome

| Reach for | Why |
|---|---|
| **project-management** → `project-closure-report` | Document adoption outcomes and lessons. |

## OCM Tips

- **Start the stakeholder map in Envision, not Create.** By the time resistance surfaces in Create, it's too late to design around it.
- **Training is not the same as adoption.** Scope adoption metrics alongside training deliverables.