Send pulse checks and track adoption

Who this is for: Users who can edit an initiative and want to measure readiness or adoption

Pulse checks are one-question surveys you send to an audience to measure how ready people are for a change (readiness) or how well they have taken it up after go-live (adoption). Results show in the initiative and roll up to the Initiatives page and your portfolios.

Choose the type of pulse check

Type	When to send it	What it measures
Readiness	During change delivery	How well people understand the change and how prepared they are, by change phase
Adoption	After go-live	Uptake, proficiency and the perceived value of the change

Schedule a pulse check

You can add a pulse check to an activity, or send one on its own.

Open the initiative and choose Activities.

Click + Add activity to attach a pulse check to an activity, or + Pulse check to create a standalone check.

Choose the pulse check type.

Readiness: select a change phase (for example Awareness or Know-how). The matching question fills in automatically.

Adoption: select an adoption metric (Uptake, Proficiency or Usage outcome). The matching question is shown.

Assign the stakeholders who should receive it and set the send date in the same window.

Save.

Readiness questions (default)

Each phase of the stakeholder journey has its own readiness question. You can link a readiness pulse check to an activity or send it on its own.

Change phase	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."

Adoption metrics and questions (default)

Metric	Question
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 change these metrics and their questions in Settings (left menu) > Assessment > Pulse checks. If you gather feedback outside ChangePlan, enter the scores yourself with the manual override option.