Getting Started with ChangePlan: Your First Steps
Welcome to ChangePlan!
We understand that change leaders like you are busy. That’s why we’ve created this quick 30-minute guide to help you explore ChangePlan’s key features and functionality.
To get the most out of this guide, we recommend keeping it open in a separate tab as you navigate the platform.
By completing this checklist, you’ll gain a solid understanding of how ChangePlan works!
Browse your All Initiatives page: Get an overview of all active initiatives and their key details.
Explore enterprise & portfolio-level reporting: Learn how ChangePlan tracks and reports change impacts across the organization.
Create a new initiative: Start building an initiative by adding its name, portfolio, and timeline.
Add stakeholders from your org chart: Assign the right people and groups to your initiative.
Add a change impact: Assess and assign the level of impact across your organization.
Schedule an activity: Plan tasks or pulse checks to support stakeholders through the change.
Ready to dive in? Let’s get started exploring ChangePlan!
A Personal Welcome!
In this series, Gavin from ChangePlan guides you through the key features and tools to help you manage your organization's change initiatives effectively. These videos cover essential areas like initiatives, impacts, risks, and activities to help you navigate ChangePlan with ease.
Your All Initiatives Page
The All Initiatives page provides an overview of all active initiatives in your organization. This includes key information like portfolios, go-live dates, audience count, risks, and readiness scores. Learn how to use this page to manage and track all changes at a high level. For specific details, dive into the Single Initiative view, where you can see historical and current data for individual initiatives.
Single Stakeholder List
Discover the benefits of a connected stakeholder system. Learn how a centralized stakeholder list links all initiatives, changes, and impacts, giving change managers a clear, actionable view. Explore features like org charts, individual lists, and custom groups to manage stakeholders more effectively.
Creating a New Initiative
Learn how to create a new initiative in ChangePlan. Add key details like the initiative’s name, portfolio, and go-live and completion dates. This video provides a step-by-step guide for setting up initiatives quickly and accurately.
Initiative Dashboard
The Initiative Dashboard is your starting point for managing stakeholders, impacts, risks, and activities. Use it to assess readiness, populate the change canvas, set deliverable dates, and track progress. Learn how to navigate this flexible tool to tailor your change management efforts.
Adding Stakeholders
Learn how to add stakeholders to your initiative and assess their impacts. This video demonstrates how to select relevant stakeholder groups, analyze impacts using the stakeholder matrix and heat map, and set impact levels. Use these tools to effectively manage stakeholders throughout the change process.
Creating an Activity
Discover how to create activities to manage stakeholders, risks, and tasks effectively. Add activities, assign impact owners, and specify details like type, delivery time, and audience. Learn how to link activities to impacts and risks for a cohesive change management plan.
To learn more, visit our article on Creating an Activity
Change Risks
Understand how to assess and manage risks in ChangePlan. Add risk types, descriptions, and impact levels, then assign owners and track risks as open or closed. Learn how to develop activities that connect to risks and support stakeholders, ensuring alignment and minimizing challenges.
To learn more, visit our article on Assessing Change Risks
Impact Assessment
Learn how to assess impacts in ChangePlan. Add stakeholders, set and save impact levels, assign impact owners, and identify risks. Develop activities that link to impacts and risks, and use the Kanban-style Change Phase View to track progress.
To learn more, visit our article on Conducting an Impact Assessment
Change Impacts Heatmap
The Change Impacts Heatmap helps you visualize how initiatives affect different divisions of your organization. Drill down into specific business units or locations for more detail and export insights as an image or PowerPoint. This tool supports informed decision-making by providing a clear picture of organizational impacts.
Activity Burden Heatmap
Use the Activity Burden Heatmap to understand how project GoLives impact your organization. Track the time spent on change management efforts and visualize workload across divisions before and after GoLive. This tool helps you balance workloads and plan effectively for upcoming changes.
More About ChangePlan:
Who Should Have Access to ChangePlan?
- Change Managers, Change Leads, PM Leads, Change Analysts, Executive Leaders
Getting Your Team Up and Running
- Complete the subscription agreement and configuration document, and our team will contact you to help onboard your team as quickly as possible.
Making the Business Case for a Unified View of Change
- ChangePlan enables change managers to thrive, enhances change management practices, and drives project and program success.
Resources
FAQs
Can we reassign licenses?
- Yes, you can reassign user licenses at any time.
What can be configured to suit our approach?
- A detailed list of configurable options is available in our Configuration Document.
Help
Having trouble logging in?
- Look for an email from [email protected] with the subject “You've been invited to ChangePlan, the enterprise change management platform!”
- Click the link in the email to set your password. After creating a secure password, you’ll gain access to the ChangePlan sandbox site.
Need further assistance?
Reach out to us at [email protected], and we’ll be happy to help.
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