Plan, engage, govern and sustain — in one change workspace.
Built on Prosci-style best practice and Block's stakeholder model — without the binder. Everything below is in the product today; the one roadmap item says so.
Plan
Logging a change
One form, plain English. Type (standard / normal / emergency / organisational), category, priority, affected teams and headcount. The approval path is chosen for you and editable — or paste your notes and let the AI draft the whole thing.
Case for change & vision
Why now, what breaks if we don't, what good looks like — structured prompts the AI pre-fills from your description. Every edit keeps the previous version in history.
Impact & risk assessment
Impact 1–5, live 0–100 risk score with AI rationale, top risks and mitigations. Stakeholder impact rolls in automatically; re-score as readiness moves.
Templates & playbooks
Individual-change, three-phase, Kotter-inspired eight-step, Lewin and technology rollout, plus a stand-alone comms plan — each pre-seeds comms, training and metrics.
Engage
Stakeholder mapping
Agreement × trust grid (Block's model) with five stakeholder types and a scripted approach for each. Drag to move, log every conversation with a note, see the approach history and celebrate the wins. A portfolio-wide map shows who's touched by everything.
People memory
Map someone once and your organisation remembers them — name, role, team. Suggest-as-you-type on every new change, and 'bring across' a whole group from a previous change.
Readiness per team
Quick estimate or the full 25-question toolkit assessment across Awareness, Desire, Knowledge, Ability, Reinforcement. Baseline per team, re-check before go-live, see regressions flagged.
Comms & training builder
Audience · message · channel · preferred sender · date · status — and the actual message body, ready to copy into Outlook. 'Draft this week' writes what's due next for your review. Training tracked as a state: not run, run, completed.
Ask the people themselves
An anonymous participant pulse shows how ready people feel in their own words; a comprehension check — 'did it land?' — tests what they actually understood with right-answer questions, reported by group only, never by individual. Where 'feels informed' and 'is informed' part company is exactly where to act.
Govern
Stages for a change in trouble
Inherited a wobbling change or relaunching a failed one? Run the four-stage lifecycle: a time-boxed Assess diagnostic, Stabilise the people side, record an attributed go/no-go at a gate in Decide, then confirm it stuck in Sustain — with a 90-day re-check. Tabs show only the stage you're in.
Approvals & sign-off
Route each change to the right sign-off — change manager, sponsor or an approval board — with comments on every decision and a fast route for urgent changes.
Change calendar & blackouts
Freeze windows and peak periods. Conflicts flagged when a change lands in a blackout or overlaps another change on the same teams.
Adoption & audit
Targets vs actuals per metric with a portfolio adoption %. Every action is logged — who, what, when — filterable and export-ready.
Excel export & import
Any change exports to a full workbook — stakeholders, readiness, comms, training, metrics. Edit offline and import it back with a preview of exactly what will change. Your data is never locked in.
Sustain
Since you were last here
Open a change and see what moved while you were away — stakeholder shifts, comms sent, approvals decided, readiness re-checked — with one-click jumps to each.
Weekly sponsor update
A short, honest update drafted from what actually happened this week — wins, slips, what you need from the sponsor. Edit, copy or save it to the plan.
Learn & in-app guidance
Short articles on the method behind every screen, a guided journey per change, and prompts that only appear when they're relevant.
AI & platform
AI co-pilot
Draft plan, score risk, write comms, draft the sponsor update — streamed live, saved only when you say so. Every plan includes an AI allowance; top-up packs when you need more.
Gayle, your adviser
Ask anything about the method or your own change. Gayle answers from your live data — stakeholders, readiness, comms — and streams as it thinks.
Bring your own key
Prefer your own OpenAI, Anthropic or Gemini account? Add the key once; it's encrypted, validated and never counted against your allowance.
For consultancies
Each client's portfolio in its own workspace, partner-only notes in a vault with a retention policy, clean handover when the engagement ends. Metered on active engagements.
Accessible & responsive
Built to WCAG 2.1 AA — keyboard, screen reader, contrast. Works on a phone: the sidebar becomes a bottom drawer and every grid has a narrow-screen list view.
ProjectPlanOS
From the same makers, with the same design language and the same 'AI drafts, you approve' rule. Linking a change to a project and phase is on the roadmap.