Creating an activity
- Adding Stakeholders and Impacted Audience
- Click on the stakeholders panel
- Select groups affected, can be pulled from org chart
- Add stakeholders to the initiative
- Add impacted audience (e.g., corporate finance group)
- Specify the magnitude of impact
- Set impact levels for different groups
- Creating an Activity Plan
- Assign an impact owner for traceability
- Add anyone across the organization
- Populate the initiative with activities
- Consider risks from a change management perspective
- Managing Risks
- Add risk types and descriptions
- Specify impact level and risk rating
- Assign a risk owner for traceability
- Mark risks as open or closed
- Developing Activities
- Add activities or pulse checks
- Choose activity type (e.g., presentation)
- Specify details like delivery time and targeted group
- Assign an activity deliverer
- Connect activities to impacts and risks
- Creating Through Lines
- Establish connections between stakeholders, impacts, risks, and activities
- Ensure alignment and support for change initiatives
- Utilize the Change Plan for effective change management strategies
- Viewing and Monitoring
- Save activities and view them in a list
- Utilize a change phase view for a Kanban-style overview
- Align with popular change management frameworks for streamlined processes
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