Who this is for: Change managers who are new to ChangePlan, or who want a refresher on where everything is.
Follow these guides in order to get from your first login to your first report. Each step links to the full guide. New to the terms? Keep the Glossary open alongside.
Your path
- Log in to ChangePlan: sign in, use single sign-on or reset your password.
- Welcome to ChangePlan: a quick overview of what ChangePlan does.
- What's new in ChangePlan 2.0: the left menu, Create button, search and Alerts.
- Work with tables: search, sort, filter and export any list.
- Find your way around an initiative: a map of the dashboard and initiative menu.
- Plan an initiative step by step: the recommended order for planning.
- Create and set up an initiative: create it and complete Initiative setup.
- Assess change effort: size the change with the questionnaire.
- Complete the Change Canvas: agree vision, approach and success measures.
- Understand audiences and find people: org groups, individuals and custom groups.
- Add audiences to an initiative: attach the people affected and set influence and support.
- Add and manage impacts: capture what changes, for whom and when.
- Add a change risk to an initiative: log people-side risks and assign owners.
- Plan activities and view the timeline: plan how you'll support people.
- Send pulse checks and track adoption: measure readiness and adoption.
- Use the change checklist: track the tasks that deliver the change.
- Find and export reports: heat maps, timelines and exports.
- Create a Project Delivery Update: build the PowerPoint update for your initiative.
Still stuck?
Email support@changeplan.co with a screenshot of what you see, and we'll help.
Last updated: 20 October 2026