A map of an initiative's dashboard and left menu, with links to the guide for each area.

Find your way around an initiative

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.

Assess change effort

Generate the Project Delivery Update PowerPoint for an initiative, complete each section and brand it.

Create a Project Delivery Update

Add, assign and track change checklist items for an initiative, and report on checklist progress.

Use the change checklist

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

Initiative Dashboard and Set-up

Define, value and track the benefits of an initiative, including change management's contribution.

Add and track benefits

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

Benefits

Mark a change risk as closed when it has been dealt with, or reopen it if it returns.

Close a change risk

Add a people-side change risk to an initiative, assign an owner and link activities that reduce it.

Add a change risk to an initiative

What change management risks are, how they differ from impacts and project risks, and how much time to spend assessing them.

Understand change management risks

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

Risks

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

Complete the Change Canvas

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

Change Canvas

Create a portfolio to group related initiatives and report across them.

Add a portfolio

Organize and manage multiple initiatives easily

Portfolios

Create, set up and manage your initiatives and portfolios.

Initiatives and portfolios

The recommended order for planning an initiative, from sizing the change to reporting on it.

Plan an initiative step by step

Identify and track risks, assign owners, and develop mitigation activities to reduce obstacles to success.

How can we help?

Initiative Dashboard and Set-up

Benefits

Risks

Change Canvas

Portfolios