ocm-playbook

Standalone Web-only resource. Copy it into Claude, or drop it into your project.

Paste into Claude Code, Claude.ai, the desktop app, or the browser extension — ⌘/Ctrl+V.

ExperimentalNo security review

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.

Technical details

Source: Standalone resource
Author: Kassie Gibbons
Maturity: experimental
Security review: No security review
File: resources/ocm-playbook.md

Edit this resource on GitHub — opens GitHub's web editor. No git knowledge needed.