1. Creating an Activity
To create a new activity:
- Navigate to your Single Initiative View, then click the Activities tab.
- Click + New to open the activity setup window.
- Fill in the key fields:
- Activity type (e.g., Engagement, Learning)
- Title and Description
- Start and End Dates
- Assigned Deliverers (optional)
- Change Phase (optional tagging)
- Click Save or Save & Duplicate if setting up similar activities.
💡 Tip: Use the “Change Phase” field to organize your activities into a visual timeline or Kanban view.
2. Attaching Audiences and Impacts
You can assign targeted stakeholders and connect activities to the impacts they aim to address.
Steps to assign audiences:
- Click on an activity, then select + Add Audience Targeted.
- Use the org chart to select full groups or drill down to specific teams/individuals.
- Confirm your selections.
Steps to connect impacts:
- Click Edit next to “Impacts Attached.”
- Select from existing impact entries that the activity will support.
- Save and continue.
🎯 Best practice: Only select sub-groups if impact differs within the larger department. This improves reporting precision.
3. Duplicating Activities
ChangePlan makes it easy to reuse activities across the same or other initiatives.
Option A: Duplicate When Saving
- After entering activity details, click Save & Duplicate.
- Adjust any fields for the new version.
Option B: Duplicate Existing Activity
- From Kanban View:
- Hover over the activity card.
- Click the duplicate icon.
- From List View:
- Select one or more activities.
- Click the Duplicate button (top right).
During duplication, you can choose to:
- Copy to another initiative.
- Retain targeted audience and deliverers.
- Set a new due date.
✅ Use duplication for recurring activities like phased training, repeated comms, or multi-region rollouts.
4. Creating Custom Activity Types
If the default list of activity types (interventions) doesn’t meet your needs, you can create new ones.
Temporary Custom Type (User-Level)
- When creating a new activity, start typing a name under Activity Type and hit Enter.
- This type will apply to that session only and won’t appear in future dropdowns.
Permanent Custom Types (Admin-Only)
- Admins can go to Settings > Initiative > Custom Activity Types.
- Add new types to be available for all users going forward.
📌 Note: You must assign a “Change Phase” to make your activity visible in the Kanban-style view.
5. Best Practices & Tips
- Connect Activities to impacts and risks for traceability.
- Use audience targeting to track engagement effort per group.
- Monitor activity burden via the Activity Burden Report.
- Use Kanban View to visualize engagement pacing by change phase.
- Duplicate strategically to save time when planning across geographies or phases.