How can we help?

Reporting Features
Your Enterprise Single View of Change: Change Effort Heatmap

Your Enterprise Single View of Change: Change Effort Heatmap

Published on January 27, 2025
 
The Change Effort Report provides a high-level, enterprise-wide view of ongoing change management activities. It allows you to analyze resource allocation, effort distribution, and timeline alignment to optimize organizational change initiatives.

Accessing the Change Effort Report

  1. Navigate to the Reports Area:
      • From the ChangePlan dashboard, go to Reports > Change Effort.
      • This opens a comprehensive view of all initiatives across the organization.

Key Features of the Change Effort Report

1. Heatmap View

  • Displays a visual summary of change management effort across all initiatives.
  • Hover over each initiative to see key details, including:
    • Number of Impacts: Total impacts associated with the initiative.
    • Audience Count: The number of stakeholders involved.
    • Number of Activities: Total activities assigned to support the initiative.

2. Effort Breakdown (Donut Chart)

  • Provides a proportional view of initiatives categorized as:
    • Low Effort
    • Medium Effort
    • High Effort
  • How to Use It:
    • Low-effort initiatives can often be managed by the project team.
    • Medium- or high-effort initiatives may require dedicated change management resources to ensure success.

3. High-Level Collision Timeline

  • Visualizes all initiatives and their respective Go-Live dates.
  • Scrollable View:
    • Navigate forward or backward in time to plan resources effectively.
  • Use Case:
    • Identify potential scheduling conflicts where multiple initiatives go live simultaneously.
    • Proactively reschedule or sequence projects to avoid resource strain.

Why Use the Change Effort Report?

  1. Optimize Resource Allocation:
      • Easily determine which initiatives require more attention and resources based on their effort level.
  1. Executive Decision-Making:
      • Provide a clear summary of upcoming projects to help executives prioritize, reschedule, or sequence initiatives.
  1. Prevent Overlap:
      • Detect areas where too many projects are scheduled at the same time, preventing resource bottlenecks.

Best Practices for Leveraging the Change Effort Report

  • Regular Reviews:
    • Use the report during portfolio review meetings to ensure alignment across teams.
  • Allocate Resources Wisely:
    • Assign change managers to high-effort projects while delegating low-effort projects to the broader project team.
  • Plan Ahead:
    • Use the timeline feature to prevent overlapping Go-Live dates and mitigate risks.
  • Share Insights with Stakeholders:
    • Share the report with executives and team leads for better visibility into the organizational change landscape.

Final Notes

The Change Effort Report is a powerful tool for tracking and optimizing change initiatives across the organization. By providing clear visualizations and actionable insights, it ensures you can effectively manage resources, timelines, and impacts for successful change management outcomes.
Did this answer your question?
Help Center