Populate audience template files with updated data

Updating audience data

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

The updated org chart logic in ChangePlan streamlines group and individual selections, giving you precise control over parent and child groups while preventing unintentional inclusions.


Org Chart Selection Logic

Managing audiences/stakeholders across multiple initiatives can be challenging, but ChangePlan simplifies this process by providing a single stakeholder list that is shared across all initiatives. This ensures that everyone is working with consistent, up-to-date information, fostering better collaboration and efficiency.

 Single Stakeholder List

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

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.

Importing a New Org Chart

As your organization evolves, keeping your org chart updated is essential for ensuring accurate representation in ChangePlan. Follow this guide to seamlessly update your org chart while maintaining alignment with your individuals file.

Updating an Existing Org Chart

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

Excel Preparation Guide for Org Chart Updates

Employee upload process

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Organization Charts

This help article provides step-by-step guidance on how to update the list of individuals in ChangePlan, manage changes, and handle discrepancies efficiently.

How to Upload and Update Individuals in ChangePlan

Bulk Adding Individuals to Custom Groups

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

Custom Groups

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.

Bulk Update & Replace Individuals in Custom Groups via XLS 

This guide explains how to remove or delete individuals from ChangePlan, whether dealing with terminated employees, removing individuals from your org chart, or updating records. Follow these steps for manual removal or bulk deletion.



How to Remove/Delete Individuals

How ChangePlan calculates numbers of individuals

ChangePlan now allows admins to configure up to three additional optional fields for each individual in the audience database. These fields provide extra customization for tracking specific details related to stakeholders, making it easier to manage, filter, and search individuals across initiatives.

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Updating audience data

Organization Charts

Individuals & Custom Groups