Getting Started

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

Introduction: Welcome to ChangePlan!

Gain a high-level overview of all active initiatives, including portfolios, go-live dates, risks, and readiness scores. Use this page to track progress and dive deeper into individual initiatives.

Chapter 1: All Initiatives Page

Learn how to create, manage, and assign roles to initiatives for seamless planning and execution.

Chapter 2: Setting Up Initiatives

Navigate your initiative’s central hub to manage stakeholders, milestones, risks, and activities with ease.

Chapter 3: Single Initiative Dashboard

Assess your initiative's change effort with a 12-question diagnostic and use heatmaps to prioritize resources effectively.

Chapter 4: Change Effort Assessment

Organize, analyze, and manage stakeholders to ensure their readiness and reduce change collisions.

Chapter 5: Adding Stakeholders

Evaluate and categorize change impacts on stakeholders and link them to strategic goals for targeted interventions.

Chapter 6: Assessing Change Impacts

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

Chapter 7: Managing Change Risks

Create and manage activities that support stakeholders, reduce risks, and align with change impacts.

Chapter 8: Planning and Tracking Activities

Leverage powerful reports and heatmaps to monitor change progress, balance workloads, and inform leadership decisions.

Chapter 9: Using ChangePlan Reports – All Initiatives

Collaborate to create a dynamic change strategy that adapts to your initiative’s evolving needs.

Chapter 10: Change Canvas

Explore additional tools like hashtags for categorization and benefits tracking to demonstrate initiative value.

How can we help?