Assign role tags to people on an initiative, then show, search, filter and export them.

Assign role tags to individuals

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

Audiences on an initiative

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

Setting up your org chart for the first time is a critical step to ensure your organization's hierarchy is accurately represented in ChangePlan. This guide provides a simple, step-by-step approach to importing a new org chart.

Import your org chart for the first time

This guide walks you through preparing your HR data file, cleaning up duplicate entries, and ensuring consistency before import.

Prepare your Excel file for an org chart update

Admins' regular update: refresh the org chart, handle defunct groups, import new people and remove leavers.

Update your org chart and employee data

Set up and update your org chart and org groups.

Org groups and org chart

The Bulk Update & Replace feature allows you to efficiently manage individuals in Custom Groups by uploading an XLS file. You can now add new members or replace the entire list, eliminating manual deletions.

Add or replace custom group members with an Excel file

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

Create and manage custom groups

Create custom groups and manage their members.

Individuals & Custom Groups

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

Audiences

Attach org groups, individuals and custom groups, and set influence and support

Add audiences to an initiative

Add people one at a time or in bulk, and keep their details current

Add, import, edit or delete individuals

Org groups, individuals and custom groups

Understand audiences and find people

Sort an initiative's audience by number of impacts or activities to see who is most affected.

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Audiences on an initiative

Org groups and org chart

Individuals & Custom Groups