Overview
Change Activities are structured actions designed to support awareness, readiness, and capability across impacted stakeholders. These include communications, engagements, and enablement events that bridge the gap between project delivery and user adoption.
Activity Types
- Communications: Newsletters, announcements, briefings
- Engagement: Roadshows, Q&A forums, leader sessions
- Enablement: Training, coaching, system walkthroughs
How It Works
Planning and Setup
- Navigate to the Activities tab of your initiative.
- Click Add Activity and define:
- Title, Description
- Type, Audience
- Start & End Dates, Owner
- Link to milestones or other change elements
- Use copy function to duplicate across similar audiences or regions.
Tracking and Reporting
- Filter by group, owner, type, or status
- Use calendar/timeline views for sequencing
- Monitor engagement coverage and identify gaps
Configuration & Permissions
Activity creation and visibility are controlled by roles. Change leads and initiative owners can create/edit, while team members may have view-only or restricted edit access.
Use Case Example
To support an HR policy change, the team plans:
- Email blasts and a leadership briefing (communications)
- Interactive manager-led huddles (engagement)
- LMS-hosted e-learning with job aids (enablement)
Best Practices
- Map to Impacted Groups: Ensure all major personas are covered.
- Balance Cadence: Avoid over-communicating while keeping momentum.
- Review Weekly: Use the dashboard for team check-ins.
- Link Back to Assessments: Confirm activity load matches impact and effort scores.
Templates & Reusability
Develop activity sets for recurring project types and store them in your template library for reuse.
Pro Tip
Don’t just plan activities—track feedback and effectiveness. Record notes, survey results, or attendance metrics after delivery.
FAQs
Q: Who manages activity planning?
A: Usually the change lead, but team members can be owners of individual items.
Q: Can I group activities by type or audience?
A: Yes — tagging enables flexible filtering and reporting views.
Q: How detailed should activities be?
A: As detailed as needed for clarity and effectiveness.
Q: Can we edit or copy existing activities?
A: Yes. Use the edit and copy functions in the activity dashboard.
Q: How do I know if we’re doing enough?
A: Cross-reference impact assessments and use dashboard filters to detect under-supported groups.
Q: How do I measure effectiveness?
A: Use feedback forms, surveys, or anecdotal input. Note outcomes in the activity record.
Next Steps
After defining activities:
- Link to stakeholder profiles and initiative milestones
- Integrate with training, comms, and readiness plans
- Track and adjust based on real-time results