User types and what each one can see and do.

Accounts

Find your way around an initiative and complete its setup, change effort, checklist and delivery updates.

Initiative Dashboard and Set-up

Heatmaps, timelines and reports across your portfolio.

Reports across initiatives

Attach audiences to an initiative, tag their roles and sort them by impacts or activities.

Audiences on an initiative

New to ChangePlan? Log in, find your way around and learn the basics.

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

Start here

Create, set up and manage your initiatives and portfolios.

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

Initiatives and portfolios

Users, permissions, settings, imports and integrations for admins.

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

Settings and admin

Org groups, individuals and custom groups: who your change affects.

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

Audiences

Open, read and export ChangePlan reports and heatmaps.

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

Reports

Plan change activities and pulse checks, and see them on the timeline.

Activities and timeline

Set up the change effort questionnaire and the Change Canvas sections.

Assessment Settings

Plan how ChangePlan is configured for your organisation.

Configuration

Bring your existing project data into ChangePlan.

Data Migration

Integrations

Set up single sign-on for your organisation.

Sign-in Options

Add users, control access and manage notification emails.

Permissions

Your logo, hashtags, initiative types and other organisation-wide settings.

General Settings

Capture and assess how change affects your audiences.

Impacts

Add and track the benefits an initiative is expected to deliver.

Benefits

Log, manage and close the people-side risks to your change.

Risks

Agree an initiative's vision, approach and success measures on one page.

Change Canvas

Updating audience data

Timelines

Organize and manage multiple initiatives easily

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

Portfolios

Set up and update your org chart and org groups.

Org groups and org chart

Create custom groups and manage their members.

Individuals & Custom Groups

Add a description of what this category is about.

Custom Groups

ChangePlan Academy

Quick fixes and fast answers, right here.

FAQs & Troubleshooting

Release notes and what has changed in ChangePlan.

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

What's new

How ChangePlan calculates scores, burden and counts.

Data metrics

Security, AI and data handling documentation.

Technical and policies

Reports and views inside a single initiative.

Reports for one initiative

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

Welcome to ChangePlan

What admins, Full and Read-only users can do, and how portfolio and initiative access levels work.

Understand user types and permissions

Add users, choose their licence, give them portfolio and initiative access, and remove leavers.

Add users and manage their access

Open, fill in and export the Change Canvas, a one-page view of your initiative's change strategy.

Complete the Change Canvas

Decide how ChangePlan should be configured for your organisation, tab by tab, before onboarding.

Plan your ChangePlan configuration

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.

Understand org groups and the org chart

Add your organisation's logo in Settings > General settings so it shows on emails and exports.

Add your company logo

Use the Change effort report to see effort levels and clashing go-live dates across all initiatives.

Review change effort across initiatives

A fresh look, a faster engine, same great tools

What's new in ChangePlan 2.0

Create and set up an initiative

See how much time change takes people away from work

Generate the Activity Burden Heatmap

Import data with Excel templates

Initiative Setup — User Guide

Overview of ChangePlan's AI capabilities, covering the model and provider architecture, data handling, security controls, and governance, for security, privacy, and procurement reviewers.

AI in ChangePlan — Technical, Security & Data Handling Documentation

Manage cross-functional, temporary, or external stakeholder groups outside the org chart

Create and manage custom groups

ChangePlan’s Impact Heatmap visualises how intensely different parts of the organisation are affected by change over time. 

How ChangePlan Calculates Impact Heatmap Scores

Additional powerful visuals that you can create from the change impact heatmaps underlying data export

Build reports from Change Impact Heatmap data

Export the Change Impact Heatmap as heatmap values or full underlying data, and understand how time scales affect the numbers.

Export Change Impact Heatmap data to Excel

Setting up automated org chart & employee updates 

ChangePlan’s Pulse Check and Adoption features allow you to measure stakeholder readiness and track change adoption across initiatives. Whether you're gathering sentiment post-activity or running standalone checks, these tools help teams monitor how change is being received and acted upon.

How can we help?