1. Types of Pulse Checks
ChangePlan supports two types of pulse checks:
- Readiness: Sent during change delivery to assess stakeholder understanding and preparedness.
- Adoption: Sent after go-live to track uptake, proficiency, and perceived value of the change.
2. Scheduling Pulse Checks
A. From the Activities Page
You can create a pulse check directly when adding an activity or as a standalone item.
- Navigate to Activities under an initiative.
- Click + NEW for an activity, or + PULSE CHECK for a standalone check.
B. Choose the Pulse Check Type
- Readiness Pulse: Select a change phase (e.g., Awareness, Know-How). The question will auto-populate.
- Adoption Pulse: Select an adoption metric (Uptake, Proficiency, Usage Outcome). A matching question will display.
You can assign stakeholders and set the send date in the same window.
Readiness Questions (Default)
Each phase of the stakeholder journey aligns with a specific readiness question:
- Awareness: "I am aware of the changes coming and the reason for them."
- Eagerness: "I am supportive of the change."
- Know-How: "I know what I have to do."
- Understanding: "I know how to perform effectively in the future state."
- Sustainment: "I am applying the change."
📝 You can link readiness pulse checks to activities or send them independently.
4. Adoption Metrics & Questions (Default)
ChangePlan supports three standard adoption metrics:
- Uptake: "I regularly utilise the outcomes of the project."
- Proficiency: "I am proficient with the new way of working."
- Usage Outcome: "I feel that the outcome of the project has been positive."
Admins can update these metrics and associated questions in Settings > Assessment > Pulse Checks.
🔧 You may also manually enter scores via the manual override option if feedback is gathered outside the platform.
5. Viewing Results
Results appear in multiple dashboards and reports:
Initiative-Level Views
- Adoption tab: See bar charts by metric and audience group.
- Readiness tab: Visual breakdown across change phases.
Tables below each chart include:
- Scores
- Respondent details (if not anonymous)
- Free-text comments (if enabled)
All Initiatives Page
- Adoption and readiness scores are rolled up per initiative.
- Helps prioritize which initiatives may need extra support.
Portfolio-Level Views
- Aggregate adoption and readiness across multiple initiatives.
- Great for strategic oversight and board reporting.
Development roadmap for pulse-checks & survey capabilities
We are actively developing these features in consultation with our user organizations. Some features in development:
- company ability to create additional readiness and adoption metrics
- track changes over time
- sponsor assessment questionnaire
- initial change readiness assessment
- multiple question pulse-checks
- pulse-checks delivered via text message & via MS Teams