Project Compass
The 22 outputs
Draft v0.2 | 29 January 2027 | Change lead, Change Made Simple
Everything The Change Partner keeps in sync for Project Compass, grouped by what it is for. Pick any one to open it.
Project and tasks
- 00Project on a pageThe whole project on one page: what, why, who, when and who decides.
- 01Action listEvery action from a meeting or an email, with one owner and a due date.
- 02Open questionsThe questions still waiting on an answer, who owns each, and which pages change when it lands.
- 03Risk registerThe change risks, each rated, with an owner and a next step.
Frame the project
- 04Executive one-pagerA one-page readiness update for the Chief Customer Officer.
- 05Change on a pageThe change and comms plan on one page, February to June 2027.
- 06Weekly status reportThe week on one A4 page: timeline, stakeholders, impact, readiness and risks.
- 07Phased rolloutA one-slide proposal to go live in two waves, with one gate for every phase.
- 08KPI scorecardThe six measure themes that will show the change is working.
- 09Go/no-go checklistThe 16 criteria for Wave 1 go-live, with a calculated verdict.
- 10UAT scheduleOne kick-off session per team for the first week of testing.
Inputs and design
The change plan
- 14Detailed change planWhat is changing, who is affected, and how the change is managed across two waves.
- 15Stakeholder listWho is affected, how many people are in each group, and where each key stakeholder stands.
- 16Org chartReporting lines for the people and teams in scope, with headcounts and search.
- 17As-is, to-be and impactFive processes compared stage by stage: today, in Salesforce, and how big the change is.
- 18Comms planFive engagement streams from February to June 2027, with steps, channels and dates.
- 19Learning planHow to do each job in Salesforce and Compass Assist, for four frontline roles.
- 20Training scheduleWho is trained, in what, and when, for both waves.
- 21Training formA nomination form for managers and a feedback form for learners.