Introduction: Welcome to ChangePlan!

Chapter 1: All Initiatives Page

Chapter 2: Setting Up Initiatives

Chapter 3: Single Initiative Dashboard

Chapter 4: Change Effort Assessment

Chapter 5: Adding Stakeholders

Chapter 6: Assessing Change Impacts

Chapter 7: Managing Change Risks

Chapter 8: Planning and Tracking Activities

Chapter 9: Using ChangePlan Reports – All Initiatives

Chapter 10: Change Canvas

Chapter 11: Other Features

When does ChangePlan send emails?

ChangePlan User Types

Creating User Accounts

Defining Permissions

Single Sign-on Set Up

Add Users and Manage Access

Adding a System Administrator

Completing the Change Canvas

All Initiatives Page

Configuration Document Customer Guide

Org Charts in ChangePlan

Org Chart Selection Logic

 Single Stakeholder List

Guide to Importing and Updating Org Charts & Individuals

Importing a New Org Chart

Updating an Existing Org Chart

Excel Preparation Guide for Org Chart Updates

Employee upload process

How to Upload and Update Individuals in ChangePlan

How colors are used in ChangePlan

Start your change impact assessment

Using your change impact assessment

Attaching Audiences in the Impact Section

Using the Two Impact Assessment Views

How ChangePlan makes impact assessment faster and easier

Portfolios Page

Adding a Portfolio

Adding a Company Logo to the Admin Settings Area

Functions and Initiative Types

Setting up the Change Effort questionnaire

Changing the order of the Change Canvas Items

Creating and Managing an Initiative in ChangePlan

Your Enterprise Single View of Change: Change Effort Heatmap

Change Impacts Heatmap Report

Activity Burden Report

Calculating Activity Burden

Activity Burden Report: Single Date vs. Date Range Activities

All Initiatives Heatmap Overview

Open Risks

Single Initiative Dashboard

Change Effort Assessment

Managing Audiences on an Initiative (Add & Remove Stakeholders)

Conducting impact assessment

Import Audience Targeted for Impacts

New Impact Functionality: Custom Date Ranges + Expandable Org Group Views

Assessing change risks

Mark a risk as closed

Add a change risk to an initiative

Are You Assessing Risk—or Impact?

🛡️ Change Management Risks – User Guide

📊 Change Impact Assessment – User Guide

🗓️ Managing Multiple Deployments with Impact Date Ranges

📥 How to Import Change Impacts with Org Chart Groups in ChangePlan

Managing Activities in ChangePlan

Bulk Adding Individuals to Custom Groups

Custom Groups

Bulk Update & Replace Individuals in Custom Groups via XLS 

How to Remove/Delete Individuals

How ChangePlan calculates numbers of individuals

Custom Individual Fields

ChangePlan’s Benefits Feature

Customize the initiatives page by showing/hiding columns

View one portfolio on the initiatives page

Latest Updates: Sprint 20 - November 2024

Latest Updates: Sprint 21 - November 2024

Latest Updates: Sprint 22 - December 2024

Latest Updates: Sprint 23 - January 2025

Latest Updates: Sprint 24 - February 2025

Latest Updates: Sprint 25 - February 2025

Impact heatmap 'Weighted Impact Score' logic

Latest Updates: Sprint 26 - March 2025

Latest Updates: Sprint 28 - May 2025

Excel Export: Initiative Checklist Progress by Portfolio

Excel Export: Change Effort Assessment Responses

Individual Role Tags

Initiative Roles and Access Levels

Project Delivery Update: Guide & Best Practices

📘 Change Effort Assessment – User Guide

📈 Change Canvas – User Guide

💼 Change Activities – User Guide

🌟 Benefits – User Guide

✅ Change Checklist – User Guide

Active Directory Data Use in ChangePlan

Single Initiative Activity Timeline

🔍 How to Filter for Active Initiatives in ChangePlan

📥 ChangePlan Import FAQs

ChangePlan & HRIS Integration Overview

HRIS Data Sync Integration

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Plan, track, and optimize your initiatives

Initiative Features

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