Risk and Issue Log
Combined risk and issue register with probability-impact scoring and heat map export.
Risk, budget, and resourcesStandard plan and above
Business Change Impact Assessment template
Stakeholder-by-stakeholder change impact and readiness assessment with change action tracking.
Starter tasks
8
Grouped into 5 groups
Dependencies
6
Pre-linked, so delays propagate from day one
Views
3
Installed and ready on first open
Custom columns
2
Beyond the built-in task fields
What this template gives you
Assess change impact per stakeholder group: change description, impact area, impact level, readiness level from 1 to 5, required change action, owner, target date, and status. Export the full impact assessment to Excel or a change impact report to PDF.
Workstreams
- Stakeholder groups
- Impact areas
- Readiness levels 1 to 5
Groups it creates
Tasks arrive already sorted into Branch Network, Contact Centre, Back Office, Leadership, and Governance.
Exports
Anything in this template exports to Excel, PDF.
How it looks
The board view, with a column for each of the 5 groups the template creates.
Custom columns installed
- Readiness level (1-5)Numbers
- Impact areaText
Views installed
- AssessmentSpreadsheet-style task register with custom columns
- BoardKanban board grouped by status
- DashboardCustomisable widget dashboard: KPIs, charts, risks, workload
Automations switched on
- When a task becomes overdue, notify the project owner
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Start with Business Change Impact Assessment
Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Standard and above.