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Initiative Features
Creating and Managing an Initiative in ChangePlan

Creating and Managing an Initiative in ChangePlan

The Initiative is the core workspace in ChangePlan where you manage everything from change effort assessments to stakeholder activities. This guide covers how to create, edit, duplicate, and complete an initiative — all in one place.

1. 🆕 Creating a New Initiative

  1. From the All Initiatives page, click Add.
  1. Complete the setup form:
      • Initiative Name (e.g., “Finance Transformation”)
      • Portfolio (optional)
      • Estimated Go-Live & Completion Dates
      • Date Format: Choose US or international
      • Project Sponsor / Change Manager (optional)
      • Initiative Access: Add users and assign roles
  1. Click Save to create the initiative and go to the dashboard.

2. 🔐 Assigning Initiative Roles & Permissions

When creating or updating an initiative, assign access roles under the Change Manager or Team Access fields. You can also manage roles via Settings > Users.

Role Types:

Role
Permissions
Full Access
Can edit, manage, and configure all initiative settings
Editor
Can update change components (canvas, activities, risks)
Viewer
Read-only access to view initiative progress
✅ Tip: You can assign multiple Change Managers per initiative.

3. ✏️ Editing Initiative Details

To change the name or details of an initiative:
Option 1: From the Initiatives Page
  • Click the three dots next to the initiative.
  • Select Edit, update the fields, and click Save.
Option 2: From the Initiative Dashboard
  • Open the initiative.
  • Click the pencil icon near the initiative name.
  • Make changes and click Save.

4. 📄 Duplicating an Initiative

  1. From the Initiatives Page, click the three dots next to an initiative and choose Duplicate.
  1. In the duplication modal:
      • Enter a New Initiative Name
      • Set a New Start Date
      • Select which components to copy (e.g., impacts, stakeholders, activities, milestones)
  1. The system will automatically shift activity and deliverable dates based on your new timeline.
💡 Best For: Phased rollouts, similar project types, or future reuse.

5. ✅ Marking an Initiative as Completed

  1. Open the initiative.
  1. Click the pencil icon to edit.
  1. Change the status to Completed.
  1. Click Next, then Save.
  1. The initiative now appears under the Completed tab in All Initiatives.
You can always:
  • Reactivate a completed initiative.
  • Duplicate it for new planning.

Final Notes

  • Only Full Access users can create and manage initiatives.
  • Use the duplicate feature to save setup time for recurring change efforts.
  • Always assign at least one Change Manager to each initiative for accountability.
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