Chapter 11: Other Features

1. Hashtags (Functions & Initiative Types)

• Purpose: Organize and categorize initiatives for easier filtering and reporting.

• Examples: Use hashtags for department-specific tags, strategic goals, or priority levels.

• Setup:
• Admins can configure hashtags by navigating to Settings > General Settings.
• Set up multi-select options as Functions (for hashtags) or single-select options as Initiative Types.

• Use Case: Portfolio-Level Reporting:
• Slice and filter reports by portfolio or strategic goals using hashtags.
• Gain tailored insights into your organization’s initiatives.

2. Benefits Tracking (Optional)

• Purpose: Track and document the value generated by your initiatives for leadership reporting.

• Steps to Use Benefits Tracking:
1. Access the Benefits Feature:
• Navigate to your Initiative Dashboard.
• Click Add New Benefit in the Benefits section.
2. Define and Categorize Benefits:
• Choose a Category: Select a category (e.g., cost savings, productivity gains) to organize tracking.
• Select a Benefit Title: Create a concise title highlighting the benefit’s purpose.
• Description: Write a clear, brief description of the benefit to ensure easy understanding and sharing.
• Pro Tip: Align categories with organizational reporting standards to simplify reporting and link initiatives to strategic goals.
3. Estimate Financial Value and Set Metrics:
• Enter Financial Value: Estimate monetary impacts like savings, efficiency gains, or avoided costs.
• Set Metrics: Define how to measure the benefit over time to track its impact.
• Pro Tip: Clear metrics make it easier to communicate value to stakeholders.
4. Set Realization Time Frame and Assign Benefit Owner:
• Select Time Frame: Indicate when the benefit will be realized (Short Term, Medium Term, or Long Term).
• Assign Benefit Owner: Identify individuals responsible for overseeing the benefit.
5. Define Change Contribution and Validation Approach:
• Enter Change Contribution: Estimate how much (%) change management contributed to the benefit.
• Describe Validation Approach: Outline how to validate the contribution to demonstrate its impact.
• Pro Tip: Quantifying contributions (e.g., a 10% productivity gain) provides concrete evidence of the value added by change management, supporting further investment.
• Learn More: Visit our guide on ChangePlan’s Benefits Feature.

Why These Features Matter

• Enhanced Organization: Use hashtags for better filtering and more insightful reporting.

• Leadership Support: Demonstrate value with benefits tracking and metrics tied to organizational goals.

• Streamlined Processes: Simplify reporting, align initiatives with strategic goals, and track results effectively.

Congratulations!