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This guide walks you through setting up your first change initiative in Leap Change.

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Prerequisites

  • A Leap Change account (sign up at leapchange.io)
  • Basic information about your change initiative

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Step 1: Create your organization

When you first sign up, Leap Change automatically creates an organization for you. You’ll be prompted to:
  1. Name your organization - Choose a name that reflects your company or team
  2. Set your role - Define your position (e.g., Change Manager, Project Lead)

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Step 2: Create a project

  1. Navigate to Projects from the sidebar
  2. Click New Project
  3. 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
  4. Click Create to launch your project

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Step 3: Add stakeholders

You can add stakeholders in two ways:
  1. Go to Stakeholders in the sidebar
  2. Click Add Stakeholder
  3. Fill in details:
    • Name and contact information
    • Department and role
    • Influence and support levels
  4. Assign to your project

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Step 4: Document change impacts

  1. Navigate to Change Impacts
  2. Click Add Impact
  3. 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
  4. Link affected stakeholders
  5. 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.

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Step 5: Assess readiness

  1. Go to Surveys
  2. Create a new survey:
    • Choose Quick survey for a single question
    • Choose Comprehensive survey for detailed assessment
  3. Select stakeholders to survey
  4. Send invitations
  5. Monitor responses in real-time

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Next steps

Stakeholder management

Learn advanced stakeholder tracking

Communication planning

Plan stakeholder communications

AI features

Leverage AI for faster insights

Reports

Visualize your change data