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Chapter 9: Using ChangePlan Reports – All Initiatives

Chapter 9: Using ChangePlan Reports – All Initiatives

Leverage powerful reports and heatmaps to monitor change progress, balance workloads, and inform leadership decisions.

Published on December 31, 2024

Chapter 9: Using ChangePlan Reports – All Initiatives

ChangePlan’s reporting tools give you an in-depth look at your organization’s change efforts, providing insights into stakeholder impacts, workloads, and overall change complexity. These reports help you monitor progress, identify challenges, and communicate effectively with leadership.

Key Reports

1. Change Effort Heatmap

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  • Aggregates data from intake assessments to offer a high-level view of change efforts across the organization.
  • Use it to:
    • Identify high-effort initiatives requiring more resources.
    • Prioritize planning and monitor progress effectively.
  • Filter Options: Portfolio, stakeholder group, or project type.

2. Change Impacts Heatmap

  • Summarizes stakeholder group impacts by type and magnitude, highlighting areas of saturation.
  • Use it to:
    • Pinpoint overburdened groups and reallocate resources.
    • Ensure balanced workloads and effective stakeholder engagement.
  • Filter Options: Drill down by division, business unit, or location for detailed insights.

3. Activity Burden Heatmap

  • Tracks the time cost of change-related activities for each stakeholder group.
  • Use it to:
    • Visualize workloads before and after GoLive.
    • Balance stakeholder efforts to prevent burnout and optimize productivity.
  • Tip: Use the heatmap to identify time-intensive initiatives and adjust activity plans accordingly.

Use Case: Leadership Presentations

ChangePlan’s reports are ideal for leadership updates:
  • Use the Change Effort Heatmap to prioritize high-effort initiatives.
  • Present the Activity Burden Report to show resource allocation and workload balance.
  • Share the Change Impacts Report to demonstrate organizational impacts and facilitate resource adjustments.

Why ChangePlan Reports Matter

  • Clear Insights: Understand organizational change efforts at a glance.
  • Better Decisions: Use data to adjust plans, allocate resources, and engage stakeholders effectively.
  • Seamless Communication: Share clear, actionable data with stakeholders and leadership.
Next Steps
Learn how to capture and align your change strategy using the Change Canvas:
➡️ Chapter 10: Change Canvas
 
 
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