Getting started with ChangeOS
Six short steps to go from a blank workspace to a change plan you can act on — set it up, check readiness, engage people, plan the comms and track adoption.
Start your trial and create your workspace
Start your 30-day trial — no card needed — and your workspace is ready straight away. A finished worked example is already inside, so you can see how a complete change looks before you begin your own.
Set up your first change with the start wizard
Use the guided start to log your change in plain English — what's changing, who it touches and when. If you like, paste your notes and let the co-pilot draft the case, plan and first stakeholders for you to review.
Check readiness and see where the gaps are
Run a readiness assessment for each affected team — a quick estimate or the full 25-question toolkit across Awareness, Desire, Knowledge, Ability and Reinforcement. The scores show you exactly where people are stuck.
Map your stakeholders
Place the people affected on the stakeholder map by agreement and trust. Drag them as they move, log every conversation with a note, and follow the suggested approach for each type.
Plan communications and keep sponsors updated
Build the comms and training plan — audience, message, channel, sender and timing, with a ready-to-send message body. Draft a short weekly sponsor update from what actually moved this week.
Track adoption and keep learning
Set adoption targets and watch actuals on the dashboard. Reach for templates and playbooks to pre-seed a plan, and open the Learn library for short articles on the method behind each screen.