How does onboarding happen?

We're committed to ensuring that ChangePlan makes your change management more successful.

We offer every organization a personalized onboarding workshop to ensure everyone is set up for success.

What customization is possible?

We know every organization is different. So we offer options to ensure ChangePlan supports your change management methodology or approach.

During your demonstration and onboarding, we will discuss your organization's change approach and how we can configure ChangePlan to fit into your workflow.

Configurable elements include:

  • your organization's logo into exported PDF reports
  • change phase names aligned with your approach
  • stakeholder information fields aligned with your organizational structure
  • change impact naming and types matched to your existing
  • automated stakeholder survey questions tailored to your requirements
Is ChangePlan compatible with methodologies like PROSCI?


ChangePlan is designed to improve the effectiveness of all change management methodologies and approaches.

During your product demonstration we will explain how ChangePlan can be set up for your organization, whether you are following a proprietary methodology or a custom approach.

Does ChangePlan integrate with 3rd party apps?

At present ChangePlan does not integrate with other applications. Watch this space.

Does ChangePlan have Single Sign On?

At present ChangePlan does not have Single Sign On. This is on our development roadmap.

Can we upgrade our plan and add users?

Yes. Adding additional users can be done quickly and easily by emailing our support team.

How do I contact support?

We have in-app contextual learning available on most pages. For any questions not covered there, you can contact our support via the chat button.

How do I import data?

Data can be imported from Excel (XLS) file. There are sample downloadable XLS files available with the correct column structure.

Can we export our company data?

Absolutely. ChangePlan allows you to export data to XLS or CSV. On request, we are able to export all your organization's data if required.

Do we have to sign a long-term contract?

ChangePlan licenses have a minimum 6 month term. We've found this period gives you sufficient time to be successful.

Can we cancel our plan?

ChangePlan licenses have an initial 6 month term, and are paid in 6 month increments  in advance following this period.

What kinds of payment do you accept?

We accept payment via wire transfer or credit card. Once you have made the decision to go ahead, we will issue your organization with an invoice. 

Is our data safe?

We take data security very seriously. Our system is hosted on Amazon Web Services and are backed up daily. All our plans include SSL encryption to keep your data safe. For more information please see our Tech details page.

Can my project sponsor have read-only access?

Yes. Every user license is bundled with 5 read-only licenses. You can add users with read-only access to specific projects to ensure they have visibility of change management efforts.

Have a question not answered here?‍
Reach out to our team at info@changeplan.co

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