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Chapter 1: All Initiatives Page

Chapter 1: All Initiatives Page

Gain a high-level overview of all active initiatives, including portfolios, go-live dates, risks, and readiness scores. Use this page to track progress and dive deeper into individual initiatives.

Chapter 1: Explore the Big Picture

Your All Initiatives Page
The All Initiatives page is your command center for managing organizational change. It provides a bird’s-eye view of all active and completed initiatives, giving you key insights into progress, readiness, and potential risks. With ChangePlan, you can track initiatives at a high level or drill down into specific details, ensuring your change efforts stay on course.

Why the All Initiatives Page Matters

ChangePlan’s All Initiatives page helps you:
  • Stay Organized: View all initiatives across portfolios in one place.
  • Monitor Key Metrics: Track go-live dates, readiness scores, risks, and audience impacts.
  • Coordinate Efforts: Prevent overlapping initiatives and ensure seamless collaboration.
Pro Tip: Use this page to identify initiatives requiring immediate attention and quickly access deeper insights with just a click.

Navigating the All Initiatives Page

Here’s what you’ll find on the All Initiatives page:
  1. Comprehensive Overview
      • Key details like initiative names, portfolios, go-live dates, and readiness scores are displayed in a table format.
      • Audience counts, open risks, and activity statuses help you understand the overall health of each initiative.
  1. Drill-Down Functionality
      • Click on any initiative to access the Single Initiative view, where you can explore detailed information and historical data.
  1. Streamlined Features
      • Duplicate initiatives for similar projects, saving time.
      • Adjust start dates to automatically reschedule activities.
      • Access previously completed initiatives for reference or reporting.

How the All Initiatives Page Works

The page is designed to provide a structured view of all organizational change efforts. Here’s how it supports your workflow:
  1. View High-Level Metrics
      • Portfolios, go-live dates, hashtags, change impacts, and readiness scores provide a quick snapshot of each initiative’s progress.
  1. Identify Risks and Bottlenecks
      • Use the open risks and activity statuses to pinpoint areas needing immediate attention.
  1. Coordinate Across Teams
      • Manage overlapping initiatives by understanding how they impact shared audiences and timelines.
Pro Tip: Use the portfolio filter to focus on a specific department or strategic goal for better alignment.

What’s Displayed on the Page?

The All Initiatives page table includes:
  • Portfolio and Hashtags: Categorize initiatives for better organization and filtering.
  • Go-Live Dates: Track timelines to ensure on-time delivery.
  • Audience Count: Know exactly how many stakeholders are impacted by each initiative.
  • Readiness and Adoption Scores: Evaluate how prepared stakeholders are to adopt the change.
  • Risks and Activities: See open risks and ongoing activity statuses to monitor initiative health.
  • Change Managers: Quickly identify who is leading each initiative.

Why This View is Essential

The All Initiatives page is more than just a dashboard—it’s your strategy hub for managing change. With this unified view, you can ensure that every initiative aligns with your organizational goals, stakeholders are supported, and no effort is overlooked.

Next Steps

Now that you’ve explored the All Initiatives page, try these next steps:
  1. Drill Down: Click on an initiative to view detailed metrics and progress in the Single Initiative view.
  1. Set Up a New Initiative: Create a new initiative and assign it to the right portfolio.
  1. Use Filters: Apply filters to focus on specific portfolios, go-live dates, or audience groups for a tailored view.

A Clear View of Success

ChangePlan’s All Initiatives page is designed to simplify how you track and manage change efforts. By providing a centralized, intuitive view, this tool empowers you to make informed decisions, allocate resources efficiently, and ensure every stakeholder is supported throughout the journey.

Next Steps

Learn how to set up initiatives and begin organizing your change efforts:
➡️ Chapter 2: Setting Up Initiatives
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