Business Change Impact template
Stakeholder-by-stakeholder change impact: assessment, readiness level and the actions that raise it, feeding a readiness gap analysis.
Change managers and business readiness leads on transformation programs.
- 4 views
- 13 fields
- 5 groups
- 10 sample tasks
- 1 milestone
- 9 dependencies
- 5 dashboard widgets
- 5 workflow statuses
- 1 automation
Assessment · Table view · opens first
What's included
Each stakeholder group gets an impact assessment and the readiness actions that follow it, with an impact level and a readiness score from 1 to 5. Actions depend on their assessment, and the gap analysis depends on every group being ready, so the timeline shows exactly which group is holding the go-live. Leadership engagement runs alongside. Built for the change lead who has to say, with evidence, whether the organization is ready.
Views
- Assessment (Table)
- By group (Board)
- Timeline (Gantt)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Est. effort
- Planned cost
- Actual cost
- Impact levelcustom
- Readiness (1-5)custom
- Impact areacustom
- People affectedcustom
Groups
- Branch Network
- Contact Centre
- Back Office
- Leadership
- Governance
Dashboard
- KPIs
- Group progress
- Overdue tasks
- Upcoming milestones
- Tasks by status
Automation
- Notify when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Not started
- In progress
- Blocked
- In review
- Complete
9 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Branch staff impact assessmentBranch Network
- Branch readiness actionsBranch Network
- Readiness survey and gap analysisGovernance
- Business readiness confirmedGovernance
Delay Branch staff impact assessment and Depentra shows the 3 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Business Change Impact
Use the Business Change Impact template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 4 views are ready. Available on Standard and above.