Single Initiative Dashboard
- Getting Started
- Start by doing a quick change effort assessment with 12 questions to populate the initiative with an overall level plan.
- Adding Details
- Add details in the change canvas page, considering high-level perspectives.
- Setting Up Milestones
- Click into the change checklist to set up dates for milestones and activities, including deliverables.
- Add colleagues to track time spent on tasks.
- Managing Stakeholders
- Pull in stakeholder list through the audience page.
- Conduct an impact assessment on the impacts page.
- Risk Management
- Add change risks and create a change management activity plan for stakeholder-facing activities.
- Reporting and Communication
- Utilize the change plans dashboard view for a suite of reporting options.
- Access reports like stakeholder or audience matrixes, impact heat maps, and change risks heat maps to effectively communicate the initiative's progress and needs.
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