Add a description of what this category is about.

Accounts

Initiative Dashboard and Set-up

All Initiatives View Reports

Audiences

Activities

Assessment Settings

Configuration

Data Migration

Integrations

Sign-in Options

Permissions

General Settings

Impacts

Benefits

Risks

Change Canvas

https://img.icons8.com/ios/250/000000/rocket.png

Getting Started

Plan, track, and optimize your initiatives

https://img.icons8.com/ios/250/000000/goal.png

Initiative Features

Timelines

https://img.icons8.com/ios/250/000000/unlock.png

System Settings

Organize and manage multiple initiatives easily

https://img.icons8.com/ios/250/000000/group-of-projects.png

Portfolios

Define structures, manage teams effectively

https://img.icons8.com/ios/250/000000/stacked-organizational-chart-highlighted-parent-node.png

Audiences and Organization Charts

Organization Charts

Individuals & Custom Groups

Custom Groups

Gain insights, track progress and measure success

https://img.icons8.com/ios/250/000000/combo-chart.png

Reporting Features

https://img.icons8.com/ios/250/000000/star.png

Discover What’s New in ChangePlan!

Single Initiative View Reports

Discover how ChangePlan bridges the gap between project and change management to drive adoption and proficiency across your initiatives.

Introduction: Welcome to ChangePlan!

Creating User Accounts

Managing permissions involves setting up roles and assigning them to users to ensure appropriate access and control within the system.

Defining Permissions

The Change Canvas (also known as "Change on a Page") provides a single view of your entire change strategy. It helps you capture key elements of your initiative, ensuring alignment across stakeholders and supporting clear communication.

Completing the Change Canvas

This document guides new customers in configuring ChangePlan, a change management platform, to align with their organization's specific needs, ensuring the system is correctly set up and ready for the change team.

Configuration Document Customer Guide

Organizational charts (org charts) are a crucial tool for visualizing the structure and hierarchy of an organization. In ChangePlan, org charts play a vital role in linking teams, groups, and individuals to change initiatives, enabling efficient management and planning.

This guide explains how ChangePlan accommodates org charts, how to navigate them, and how they integrate into your change management workflow.

Org Charts in ChangePlan

Keeping your org chart up to date in ChangePlan is essential for maintaining accurate reporting, stakeholder alignment, and ensuring your initiatives reflect the latest organizational structure. This guide provides an overview of key steps and links to detailed instructions for each stage of the process.

How can we help?