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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

Updating audience data

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Getting Started

Plan, track, and optimize your initiatives

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Initiative Features

Timelines

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System Settings

Organize and manage multiple initiatives easily

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Portfolios

Define structures, manage teams effectively

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Audiences and Organization Charts

Organization Charts

Individuals & Custom Groups

Custom Groups

Gain insights, track progress and measure success

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Reporting Features

ChangePlan Academy

Quick fixes and fast answers, right here.

FAQs & Troubleshooting

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Discover What’s New in ChangePlan!

Project Falcon

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.

Guide to Importing and Updating Org Charts & Individuals

Adding a Company Logo to the Admin Settings Area

The Initiative is the core workspace in ChangePlan where you manage everything from change effort assessments to stakeholder activities. This guide covers how to create, edit, duplicate, and complete an initiative — all in one place.

Creating and Managing an Initiative in ChangePlan

Your Enterprise Single View of Change: Change Effort Heatmap

Activities in ChangePlan allow you to plan and track change-related efforts like training, communications, engagement sessions, and coaching. This guide walks you through how to create, duplicate, assign audiences, and customize activity types for better planning and reporting.

Managing Activities in ChangePlan

Exciting updates to ChangePlan are happening

ChangePlan User Interface Improvements

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

Custom Groups v.2

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

How ChangePlan Calculates Impact Heatmap Scores

Step-by-Step Workflow + Practical Application

Understanding and Using the Activity Burden Heat Map

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

Unlocking Deeper Insights with Change Impact Heatmap Data Exports

The XLS export feature allows users to extract underlying data from the Change Impact Heatmap.

Impact Heatmap XLS - Export Options

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.

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