Field Setup

The Field Setup section gives you the option of adding, editing or deleting fields for the following 5 sections:

Initiative

Type – Type of change initiative, e.g. product, compliance, technology

Company Strategy – strategy focus area in which this initiative may be linked to

Division Strategy – strategies at a divisional level that the initiative could be linked to

Phase – which project phase the initiative is in

Employee Impact

Scale – numbers of employees impacted

Activity – key change implementation activities that impact employees

Stakeholders – key stakeholder groups impacted

Level – level of the initiative impact, respective time range and level description

Geography – geographic location impacted

Other Impact

Customer Impact: Customer Segment, Number of Customers, Customer Impact Levels

Other Impact: System Impact Level, Process Impact Level

Benefit

Non-Financial Categories

Total Impact Report

Change Tolerance – Set ‘change tolerance’ or ‘change saturation’ level for a part of the business. This is usually only possible after having at least several months of data and using feedback from the business in terms of business performance indicators and people experiences at particular levels of change.

Resourcing Level – Upload forecasted people resourcing level for a part of the business (any unit measure, e.g. FTE, time, etc.). The allows the user to identify any trends where there could be capacity risk of reduced resourcing level and increased change impact level at the same time.

Operational Capacity Loading – Upload data on forecasted operational activities (in hours) for a part of the business. These are usually obtained from the resourcing planning function could include roadshows, town halls, peak customer volumes, staff vacations, etc.

Type

There are different types of initiatives; some examples of types of initiatives are policy, product, regulatory, restructuring, technology, etc. This is an important aspect of the initiatives as different divisions may share the same type of initiative (e.g. Policy). It is recommended to communicate to users the types of initiative categories and what they refer to.

To add a type, simply click on Add button, fill in the name of the type and click on + button..

To edit a type, simply click on the edit option located at the right side of the list, edit the name of the type and click on + button.

To delete a type, simply click on the delete option located on the right side of the list. Please beware that it won’t be possible to delete a ‘Type’of initiative that has been selected by at least one initiative. You will need to edit the initiative to another Type before deleting the iniaitive.

Non-Financial Category

The benefit of an initiative can be financial or non-financial; if the benefit is non-financial, the user can select the respective ‘category’ of the benefit. This section of ‘Non-Financial Category’ is where the Administrator can add, edit or delete the different categories for those non-financial benefits.

Note: The category options only appear when the benefit is non-financial; if the benefit is financial, the ‘category’ option will not appear when creating or editing an initiative. Some examples of benefit categories are capability increase, cost reduction, FTE release or customer acquisition.

To add a benefit category, simply click on Add Category, fill in the name of the benefit category and click on ‘v’ or tick button.

To edit a benefit category, simply click on the pencil button located on the right side, edit the name of the benefit category and click on v button.

To delete a benefit category, simply click on the delete button located on the right side of the list. Please beware that changes on the Benefit Category section may affect the initiatives that have selected those particular benefits. For example, if you delete the ‘cost reduction’ benefit category, all the initiatives with that category will be left without a linked benefit.

Customer Type

Initiatives may create an impact on different types of customers. When adding or editing an initiative, the user can add customer impact if it creates a direct impact on customers. If so, the Change Compass will give the user different options to estimate that impact on customers and it will be required to select the “Customer Type” that will be impacted. In this section “Customer Segment” the Administrator can add, edit or delete the options for ‘Customer Type’.

To add a Customer Type, simply click on Add Segment, fill in the name of the Customer Type and click on v button.

To edit a Customer Type, simply click on the edit option located at the right side of the list, edit the name of the Customer Type and click on v button.

To delete a Customer Type, simply click on the delete option located at the right side of the list. Please beware; it won’t be possible to delete a ‘customer type’ that has been specifically selected by at least one initiative. You will need to edit that initiative by moving the selected customer type to another type before deleting the desired customer type.

Impact Geography

Initiatives create an impact on a particular area or location (e.g. Melbourne, or Victoria or Hong Kong), therefore when creating or editing an initiative, users should select a particular Geography impacted (although it is not a mandatory field).

In this section, you can add, edit or delete the options for Employee Impact’s Geography location.

To add a new Geography location, simply click on Add Geography, fill in the name of the Geography location and click on v button.

To edit a Geography location, simply click on the edit option located on the right of the list, edit the name of the Geography Impact and click on v button.

To delete a Geography location, simply click on the delete option located on the right side of the list. Please beware that changes on Geography Impact may affect the initiatives that have selected those particular locations. For example, if you delete the ‘Melbourne’ location, all the initiatives with Melbourne as the only location selected will be left without a location.

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