All Initiatives Page
📍 What Is the All Initiatives Page?
The All Initiatives page is your centralized dashboard — a single view of every change initiative underway (or completed) in your organization. It gives change managers and leaders a high-level, real-time overview of change efforts across portfolios, including details like audiences, timelines, risks, readiness, and more.
Whether you're planning, tracking, or reviewing initiatives, this page keeps everything organized and easily accessible.
🔍 Navigating the Page
From the main ChangePlan menu, select “All Initiatives” to open the view.
Each row represents a single initiative, while columns provide key details such as:
- Initiative Name
- Portfolio
- Go-Live Date (flagged red if overdue)
- Hashtags (Functions)
- Change Impact Count
- Audience Count
- Readiness & Adoption Score
- Open Risks
- Activity Progress
- Assigned Change Manager
- Last Login
To explore more, simply click on an initiative name to access the Single Initiative View, where detailed stakeholder plans and engagement strategies are managed.
To return to the All Initiatives page at any time, click "ChangePlan" at the top left or use the dropdown at the top navigation bar.
⚙️ Key Features and Functionality
- Filter by Portfolio or Tag: Quickly narrow the list using filters at the top of the page.
- Sort Columns: Click any column header (e.g., Go-Live Date, Readiness) to sort your initiatives accordingly.
- Duplicate Initiatives: Use the 3-dot menu beside each initiative to duplicate it. When duplicating, selecting a new start date will automatically shift related activities and dates.
- View Completed Initiatives: Access past projects by toggling filters to show completed initiatives.
- Column Customization: Adjust visible columns to tailor the view to your role or needs (Admin access only).
💡 Use Cases
- Change Manager View: Track ownership, status, and health of each change at a glance.
- Leadership Reporting: Export the table or pull visuals for board packs or steering committees.
- Planning & Forecasting: Spot upcoming go-lives and identify periods with high change saturation.
📦 Best Practice Tip
Use the Function field (multi-select tags) and Initiative Types (single select) during initiative setup to improve searchability and grouping on this page. Agreeing on a standard taxonomy across teams ensures cleaner, more meaningful reporting.