Management of Change (MOC) Checklist

Identify safety risks that arise from changes in the workplace, while complying with industry standards and legal health and safety requirements.

Go paperless, conduct inspections easily and solve issues quicker with your teammates.

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Management of Change (MOC) Procedure Template

A template for the Management of Change helps safety officers to identify and control health and safety risks in the workplace that arise from organisational change.

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Management of Change Form Template

Use our template for MOC-Forms to implement change.

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Pre-Startup Safety Review Checklist

Use this digital PSSR checklist during a Management of Change and tailor the form to your business needs.

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Basic Risk Assessment Template

Use this basic risk assessment template form to identify, evaluate and manage risks in the general workplace.

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Incident Report Form

An incident reporting form helps safety officers to prepare and submit incident reports.

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What is a Management of Change checklist?

Companies use a change management checklist to implement new internal processes such as occupational safety or internationalization.

Not using Management of Change can be risky. It can lead to enormous damage to the company. Depending on the nature of the change the reputation, the safety of employees or other things can be at risk if the change is not planned in detail.

Managing change is especially challenging when there is a strong pressure to change, but also when time and money are tight.

This article deals with:

1. Factors that Require a MOC

2. 5 Steps of a Management of Change

3. Advantages of a digital Management of Change Form with Lumiform

Factors that Require a MOC

There are a number of factors that can or must change within a company. To control them and examine them for risks, a Management of Change is required. Those factors can be:


Changes in staffing, training, number of staff/size of teams and other changes that affect the performance of tasks.

Change is also necessary when staff requests for a better working atmosphere, for example a better work-life balance.

Operation and Company

Changes in technology, for example, when there is a rapid global technological progress. But also changes in the management of the company, security checks or changes due to reorganization.


Changes in legal regulations can force many areas of the company to change. Especially when there is a high time pressure.


If a company wants to be globally active and expand its sales and financial markets, a major restructuring is needed. The target group is enlarged and don’t forget that there are different laws and regulations in each country.

5 Steps of a Management of Change

To successfully carry out a Management of Change, you can follow these steps. For each of these steps you can use a separate page in your change management planning template created with Lumiform to make your MOC process clearer.

Identification of Problems

Start by identifying problems and opportunities for improvement. Describe your findings as precisely as possible to simplify the following steps and to achieve the best possible result.


Analyze the problem exactly and find the cause. Depending on the type of problem or deficit, perform a variety of analyses, such as competitive analysis, organizational analysis, or process analysis.

Set Goals

Now set goals to improve your business or to overcome the problems. Create a concept; you can use creative techniques to formulate them. Consider your time frame and your budget.

Implementation of Objectives

Now start to define measures to achieve your goals. Let professional consultants help you with this.

Evaluation of the Results

After you have implemented your goals and followed the individual steps, you should now control and evaluate the results. Check if you have reached your goals and see if you have been able to eliminate the problems. If the measures were not effective enough, you should analyze the problem again more exactly and if necessary go through the 5 steps again.

Advantages of a Digital MOC Checklist with Lumiform

Lumiform's digital solution helps you manage change in a more controlled and transparent way. You always have your checklist in your pocket wherever you go. Want to change something on your management of change form? Simply adapt it to the changes without having to do everything from scratch.

With Lumiform's mobile app, you can easily perform quality and safety audits, report problems and quickly assign corrective actions to responsible colleagues. Easy communication with all team members and third parties allows you to improve internal processes and resolve incidents up to four times faster than before.

Lumiform makes it easier for you to comply with the ever-increasing legal requirements for process documentation by using the mobile app to document via smartphone or tablet and being guided by the system through all documentation processes. Clean, transparent documentation helps to avoid high fines. The easiest way to do this is with a digital solution like Lumiform.

Digitize Checklists and Internal Processes with Lumiform:

  • The flexible form construction kit helps you to convert any individual paper list into digital checklists within minutes.

  • Lumiform offers more than 9,000 pre-designed templates, so that you can quickly and securely get started digitally, including many change management process templates.

  • Save time by analyzing all the data more easily and identifying areas that need your attention more quickly.

  • With the super intuitive mobile application, you and your teammates can perform any check in the field with ease.

  • All examination results are automatically bundled in a report by the system.

  • Comprehensive analyses help you to identify inefficient areas in your company more quickly and thus to continuously improve auditing processes.

  • The very simple operation offers no room for error for on-site auditors. The app offers less complexity in documenting or filling out checklists than complicated paper or Excel lists.

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