Chapter 2: Setting Up Initiatives
Learn how to create, manage, and assign roles to initiatives for seamless planning and execution.
Published on December 31, 2024Chapter 2: Getting Started – Setting Up Initiatives
Initiatives are the foundation of ChangePlan. They help you organize and track your change efforts efficiently. Here’s how to set one up quickly and effectively.
How to Create a New Initiative
- Go to the All Initiatives Page
- Click "Add" to start.
- Fill in the Details
- Name: Enter the initiative name (e.g., "Sandbox Project").
- Status: Choose Active, Pending, or Completed.
- Portfolio: Select the portfolio it belongs to.
- Dates: Add Start Date, Go-Live Date, and Completion Date for reporting and tracking.
- Sponsor and Project Manager (Optional): Add key roles for better visibility.
- Access: Grant permissions to licensed users as needed.
- Save
- Save your initiative to access its dashboard for further customization.
Assigning Roles
- Sponsors and Project Managers: Add these for tracking ownership.
- Collaborators: Provide write access to team members to ensure seamless collaboration.
Use Case: Multi-Deployment Scenarios
For organizations with multi-phase deployments, creating separate initiatives for each phase simplifies tracking and stakeholder management.
Example:
- Phase 1: Pilot launch for one region.
- Phase 2: Full-scale deployment.
Separate initiatives ensure each phase has its own timelines, stakeholders, and reporting metrics, avoiding confusion and overlap.
Why It Matters
- Streamlined Organization: Track all initiatives with key dates and details.
- Efficient Collaboration: Assign roles and grant access to the right people.
- Simplified Tracking: Separate initiatives help avoid confusion for complex projects.
Next Steps
Explore how to manage and track progress within a single initiative:
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