Chapter 10: The Change Canvas

Getting Started with the Change Canvas

1. Access the Change Canvas
• Navigate to the “Change on a Page” box in your initiative dashboard to begin.

2. Collaborate with Key Stakeholders
• Work with your project sponsor, project manager, and key stakeholders to create the Change Canvas.
• Use this as a shared document to align on goals, risks, and strategies.

3. Update and Review
• Use the Initiative Summary section at the top to review or edit initiative details. (To make changes, return to the main page and click “Edit Initiative”.)
• Complete each section of the canvas by entering relevant information.
• Regularly update and refresh the canvas as the initiative evolves.

4. Best Practice for Collaboration
• Host a collaborative meeting to fill out the canvas together.
• Share the draft with your team for alignment before finalizing.

5. Exporting the Change Canvas
• Once completed, export the finalized Change Canvas to PDF by clicking “Export PDF” at the top of the page.

Purpose of the Change Canvas

• Strategic Documentation: Capture critical elements of your change initiative, such as goals, risks, and interventions, in one place.

• Flexible and Evolving: Update the canvas as your initiative progresses to reflect new developments or shifting priorities.

• Alignment and Collaboration: Ensure all team members and stakeholders are aligned on the change strategy.

Use Case: Collaborative Strategy Development

• Ensure a unified understanding of goals and risks.

• Create a clear plan that all stakeholders can refer to throughout the initiative.

• Build a foundation for seamless communication and execution.

Why the Change Canvas is Essential

• Structured Yet Flexible: Adapts to the evolving needs of your project while keeping key details organized.

• Promotes Transparency: Encourages active collaboration and alignment among stakeholders.

• Saves Time: Consolidates all strategic details into a single, exportable document for easy sharing and reporting.

Next Steps