Who this is for: Anyone new to ChangePlan or its change management terms.
The words you'll see across ChangePlan, in plain terms.
Term | Meaning | Learn more |
Initiative | A change project you plan and track in ChangePlan, such as a system rollout or restructure. | |
Portfolio | A group of initiatives you manage and report on together. | |
Audience | The people affected by a change: org groups, individuals and custom groups. | |
Org group | A team from your organisation's org chart. Org groups sit in levels, from the top of the organisation down. | |
Individual | A named person in your audience list. | |
Custom group | A group you define yourself, outside the org chart, such as a project team or change champion network. | |
Impact | A description of what changes for an audience, how much and when. | |
Impact level | How big an impact is for an audience: Low, Medium or High. | |
Activity | Something you do to help people through the change, such as training, communications or an engagement session. | |
Pulse check | A short survey sent to an audience to measure readiness or adoption. | |
Activity burden | The time away from normal work that change activities take from each audience over a period. | |
Change effort | An assessment of how big and how hard a change is, answered as a short questionnaire on each initiative. | |
Change Canvas | A one-page summary of an initiative's vision, approach and success measures. | |
Checklist | The list of change management tasks to complete on an initiative. | |
Benefit | An outcome the initiative is expected to deliver, tracked against the change. | |
Risk | A people-side risk to the change, with an owner and a status of open or closed. | |
Hashtag | A label you add to initiatives so you can group, filter and report on them. | |
Target go-live date | The date an initiative is planned to go live. It was called the estimated go-live date in the classic version. | |
Alerts | The page behind the bell icon in the top menu, where your exported reports are kept. | |
Change Saturation | A report that shows whether audiences are at risk of too much change at once, based on activities, impacts and go-live dates. |
Still stuck?
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Last updated: 20 October 2026