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Welcome to ChangePlan!

Welcome to ChangePlan!

A Personal Welcome from Gavin:

Empowering Your Change Management Journey
Welcome to ChangePlan, your all-in-one platform designed to simplify and elevate how your organization manages change. Whether you’re a change manager, project lead, or executive, ChangePlan bridges the gap between project delivery and stakeholder adoption, ensuring that initiatives don’t just succeed—they thrive.

Why ChangePlan?

Managing change is more than hitting deadlines and budgets; it’s about ensuring stakeholders are ready, willing, and able to embrace change. ChangePlan is built to help you:
  • Track Stakeholder Journeys: Understand how each stakeholder group is impacted by change.
  • Bridge the Gaps: Go beyond project management tools by providing deep insights into adoption and readiness.
  • Coordinate Seamlessly: Manage multiple initiatives with a unified, big-picture view to prevent overlapping efforts.
Pro Tip: Use ChangePlan to replace manual tracking methods like spreadsheets, allowing you to focus on driving real results.

The Basics of ChangePlan

ChangePlan helps you focus on two key areas of organizational success:
  1. Project Management: Deliver initiatives on time, within scope, and on budget.
  1. Change Management: Ensure stakeholders adopt and proficiently use project outcomes to realize full benefits.
ChangePlan’s integrated approach combines the structure of project management with the people-first focus of change management, giving you the tools to succeed at both.

What You’ll Learn in This Guide

This guide is your roadmap to mastering ChangePlan’s key features. Whether you're just starting or enhancing your current workflows, we’ll walk you through:
  • Exploring the Big Picture: Navigate your All Initiatives page for a high-level overview of changes.
  • Creating Initiatives: Set up your first initiative, define timelines, and assign stakeholders.
  • Stakeholder Management: Use org charts and centralized lists to reduce change collisions.
  • Assessing Impacts and Risks: Visualize the effects of change and mitigate potential challenges.
  • Planning Activities: Build and track activities to support your stakeholders effectively.
  • Generating Reports: Use tools like heatmaps to communicate insights and track success.

How ChangePlan Works for You

ChangePlan is built with flexibility to adapt to your organization’s needs:
  • Portfolios and Initiatives: Manage all your change efforts from one unified dashboard.
  • Org Charts and Stakeholders: Track and understand how changes affect every team and individual.
  • Impact and Risk Assessments: Visualize the scale and scope of change to prioritize efforts.
  • Activities and Reports: Plan change-related tasks and monitor progress with actionable insights.
Pro Tip: With ChangePlan, you’ll always have a clear view of the who, what, and how of change—no more surprises or overlapping efforts.

Next Steps

Ready to get started? Here’s what to do next:
  1. Start Exploring: Visit the All Initiatives page to get a big-picture view of your organizational changes.
  1. Set Up Your First Initiative: Create an initiative, assign stakeholders, and define your goals.
  1. Learn More: Dive deeper into our support articles for detailed guides and tips.

Your Partner in Change

At ChangePlan, we know that change management isn’t just a process—it’s a journey. This platform is designed to give you the tools, insights, and flexibility to guide your organization through change successfully. We’re excited to help you make your initiatives a success.
 
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