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

Single Initiative Dashboard

Understanding the scale and complexity of change is key to prioritizing and managing initiatives effectively. ChangePlan’s Change Effort Assessment provides a structured way to evaluate change efforts, giving you actionable insights for better decision-making.

Change Effort Assessment

Customize the initiatives page by showing/hiding columns

View one portfolio on the initiatives page

Initiative Roles and Access Levels

Project Delivery Update provides a structured PowerPoint report summarizing initiative progress, key activities, stakeholder sentiment, and risks. It helps Change Managers, Executives, and Analysts track change efforts, identify blockers, and make data-driven decisions. Users can customize the report in PowerPoint to align with company branding and enhance communication

Project Delivery Update: Guide & Best Practices

📘 Change Effort Assessment – User Guide

📈 Change Canvas – User Guide

💼 Change Activities – User Guide

🌟 Benefits – User Guide

✅ Change Checklist – User Guide

Initiative Dashboard and Set-up

Stakeholder management is at the heart of every change initiative. In ChangePlan, you can add or remove groups, individuals, or custom teams to ensure your activities, impacts, and risks are always tied to the right audiences.

Managing Audiences on an Initiative (Add & Remove Stakeholders)

Assign and manage Individual Role Tags within initiatives to clarify responsibilities and enhance accountability. Use default or custom tags, search and filter by roles, and export data for better visibility and streamlined task management.

Individual Role Tags

Audiences

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

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.

Pulse Checks & Adoption Tracking in ChangePlan

Sort your audience by impacts or activities

All Activities 

Activities

Start your change impact assessment

Using your change impact assessment

Attaching Audiences in the Impact Section

Using the Two Impact Assessment Views

Listing what’s changing and audience groups will be impacted has never been easier!

How ChangePlan makes impact assessment faster and easier

Conducting impact assessment

Import Audience Targeted for Impacts

📊 Change Impact Assessment – User Guide

🗓️ Managing Multiple Deployments with Impact Date Ranges

📥 How to Import Change Impacts with Org Chart Groups in ChangePlan

Add a description of what this category is about.

Impacts

ChangePlan’s new Benefits feature helps change managers clearly define, track, and showcase the value of each project.

ChangePlan’s Benefits Feature

Benefits

Assessing change risks

Mark a risk as closed

Add a change risk to an initiative

Are You Assessing Risk—or Impact?

🛡️ Change Management Risks – User Guide

Risks

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.