How can we help?

Audiences and Organization Charts
Single Stakeholder List

Single Stakeholder List

Managing audiences/stakeholders across multiple initiatives can be challenging, but ChangePlan simplifies this process by providing a single stakeholder list that is shared across all initiatives. This ensures that everyone is working with consistent, up-to-date information, fostering better collaboration and efficiency.

Benefits of a Single Stakeholder List

  1. Unified System: All users access the same stakeholder list, ensuring alignment across initiatives and portfolios.
  1. Comprehensive View: Understand the impact of changes on stakeholders across projects.
  1. Centralized Access: View stakeholders through an org chart, list of individuals, or custom groups, tailored to your organization’s structure.

How to Access Your Stakeholder List

  1. Navigate to the Audience Page:
      • Go to the All Initiatives View and select the Audience page.
  1. Explore Three Tabs:
      • Org Chart: Displays your organizational hierarchy.
      • List of Individuals: Upload or sync individuals from your HRAS or Active Directory system.
      • Custom Groups: Create groups that don’t fit neatly into your org chart, like cross-functional teams.

Exploring Org Chart and Stakeholder Data

  1. Org Chart Navigation:
      • Select a group from the org chart (e.g., Audit group).
      • View the number of initiatives, change impacts, and activities targeting that group.
  1. Analyze Hours Away from Regular Work:
      • See a rolled-up summary of time spent on change management activities for the group.
      • Calculation: Total time away from normal work × number of individuals in the group.

Creating and Managing Custom Groups

  1. Custom Groups: Create stakeholder groups that span organizational boundaries or represent specialized teams.
  1. Use Case: Custom groups enable flexibility when stakeholders do not fit within the traditional org chart structure.

Steps to Utilize Your Stakeholder List

  1. Navigate to the Audience Page:
      • Go to All Initiative View > Audiences.
  1. Choose a Tab:
      • Select Org Chart, Individuals, or Custom Groups depending on your needs.
  1. Drill Down into Details:
      • For org charts, click on specific levels or groups to get a bird’s-eye view or dive into granular details (e.g., the number of change impacts targeting a group).

Pro Tips for Effective Stakeholder Management

  • Leverage Custom Groups: Use these for stakeholders who do not fit neatly into the org chart.
  • Track Group Workload: Use rolled-up summaries of hours to manage stakeholder time effectively.
  • Sync Data Regularly: Keep your stakeholder list updated by syncing with HRAS or Active Directory.
Help Center