Communication plans provide a framework for all stakeholder communications related to a change initiative.
Creating a plan
- Navigate to Communications in the sidebar
- Click New Plan
- Fill in plan details:
| Field | Description |
|---|
| Name | Descriptive title (e.g., “Q1 ERP Launch Communications”) |
| Description | Purpose and scope of the plan |
| Project | Associated change initiative |
| Start date | When communications begin |
| End date | When the campaign concludes |
| Priority | High, Medium, or Low |
- Click Create
Plan structure
Consider organizing your plan around change phases:
Pre-change (Awareness)
- Announce the change
- Explain the reasons
- Share timeline and expectations
During change (Enablement)
- Training notifications
- Progress updates
- Support resources
Post-change (Sustainment)
- Success stories
- Ongoing support reminders
- Feedback collection
Linking to projects
Each plan should link to a project:
- Activities can target project stakeholders
- Plan timeline aligns with project milestones
- Reports show communication coverage
Plan settings
Notifications
Configure notifications for:
- Upcoming activities
- Missed deadlines
- Completion milestones
Permissions
Control who can:
- View the plan
- Edit activities
- Mark activities complete
Templates
Create template plans for recurring communication patterns:
- Build a plan with standard activities
- Save as template
- Duplicate for new projects
- Adjust dates and details
Start with more communication touchpoints than you think you need. It’s easier to reduce frequency than to recover from under-communication.
