Manage change risks

Who this is for: Change managers and initiative editors.

Managing change risks means finding the people-side risks early, rating them, giving each an owner and linking activities that reduce them. This article covers the full cycle; for the field-by-field steps, see Add a change risk to an initiative.

Add and rate risks

Open the initiative and click Risks in its left menu.

Click Add and fill in the Type (for example operational or psychosocial), Description and Impact level (Low, Medium or High).

Assign a Risk owner for accountability.

Rate how likely the risk is and how serious it would be, so you can prioritise which risks need mitigation first.

Keep the status Open while the risk is live.

Plan mitigation

In the initiative's left menu, click Activities.

Add activities that reduce the risk, such as a communication campaign or training session, with + Add activity. Set the type, delivery date and target audience.

Link each activity to the risk it addresses, so you can trace what you're doing about every risk.

Add a + Pulse check to see how stakeholders are responding.

Make sure each activity has an owner who will deliver it.

Review and report

Review risks regularly and update them when the initiative's scope or progress changes.

Close risks that have been dealt with. See Close a change risk.

Track the activities linked to your risks in the change phase (Kanban-style) view of activities, which follows popular change management frameworks.

Use risk heatmaps under Reports in the left menu to show which areas need attention and to share mitigation progress with stakeholders and leadership.