This guide walks you through setting up your first change initiative in Leap Change.
Prerequisites
- A Leap Change account (sign up at leapchange.io)
- Basic information about your change initiative
Step 1: Create your organization
When you first sign up, Leap Change automatically creates an organization for you. You’ll be prompted to:
- Name your organization - Choose a name that reflects your company or team
- Set your role - Define your position (e.g., Change Manager, Project Lead)
Step 2: Create a project
- Navigate to Projects from the sidebar
- Click New Project
- Follow the guided wizard:
- Describe the change - What is changing and why?
- Classify - Select change type and priority
- Set timeline - Define start and target dates
- Plan transition - Outline your approach
- Click Create to launch your project
Step 3: Add stakeholders
You can add stakeholders in two ways:
- Go to Stakeholders in the sidebar
- Click Add Stakeholder
- Fill in details:
- Name and contact information
- Department and role
- Influence and support levels
- Assign to your project
- Go to Stakeholders in the sidebar
- Click Import → CSV
- Upload your CSV file with stakeholder data
- Map columns to fields
- Review and confirm import
Step 4: Document change impacts
- Navigate to Change Impacts
- Click Add Impact
- Describe the impact:
- Title - Brief description
- Current state - How things work today
- Future state - How things will work after the change
- Severity - High, Medium, or Low
- Link affected stakeholders
- Save the impact
Use AI transcript extraction to automatically identify change impacts from meeting notes. Upload a transcript file and Leap Change will suggest impacts for your review.
Step 5: Assess readiness
- Go to Surveys
- Create a new survey:
- Choose Quick survey for a single question
- Choose Comprehensive survey for detailed assessment
- Select stakeholders to survey
- Send invitations
- Monitor responses in real-time
Next steps
