Welcome to ChangePlan!

When does ChangePlan send emails?

ChangePlan User Types

Creating User Accounts

Defining Permissions

Single Sign-on Set Up

Adding full access and view-only users in ChangePlan admin settings

How to update an individual’s name

Adding a System Administrator

Completing the Change Canvas

Your All Initiatives page

Creating duplicated activities

Configuration Document Customer Guide

How we bring your inflight project data into ChangePlan?

How org chart upload works?

Uploading an updated individuals’ XLS

XLS Import FAQs

How colors are used in ChangePlan

Adoption

Change Effort Assessment

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

How our impact heatmaps work

Using the Activity Burden Heatmap

Creating a custom activity type

Attaching Audiences in the Activities Section

Portfolios Page

Adding a Portfolio

Adding a Company Logo to the Admin Settings Area

Setting up the Change Effort questionnaire

Changing the order of the Change Canvas Items

Creating a new initiative

Your Enterprise Single View of Change

Your single stakeholder list

Change Impacts Heatmaps

Activity Burden Heatmap

Single Initiative Dashboard

Adding Stakeholders on a Single Initiative

Conducting impact assessment

Assessing change risks

Creating an activity

Bulk Adding Individuals to Custom Groups

ChangePlan’s Benefits Feature

Customize the initiatives page by showing/hiding columns

Edit an initiative name

View one portfolio on the initiatives page

Duplicate an initiative

Mark an initiative as completed

Latest Updates: Sprint 20 - November 2024

Latest Updates: Sprint 21 - November 2024

Latest Updates: Sprint 22 - December 2024

ChangePlan Administrator Responsibilities

Editing Permissions for Org Chart Details

Portfolio Permissions

New Org Chart Selection Logic

Getting Started with ChangePlan: Your First Steps

Org charts in ChangePlan

How ChangePlan calculates numbers of individuals

Parent Group Troubleshooting

Mark a risk as closed

Add a change risk to an initiative

Pulse-check feature

Activity Timeline

Sort your audience by impacts or activities

View your audience map

Removing audience from an initiative

Adding a new individual to an initiative

All Activities 

Open Risks

Impacts Heatmap Overview

Change Complexity Assessment

All Initiatives Heatmap Overview

All Initiatives Timeline

Workday Integration

Jira Integration

SSO Setup

Add a risk

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Plan, track, and optimize your initiatives

Initiative Features

changeplan

How can we help?

Add a change risk to an initiative