User Guide
How to run a change programme in the studio
A complete manual: what the studio is for, how to start, what every screen does, how to work with the voice guide, and what you get out at the end.
IV Change Studio
Instruction manual
01
What the studio is for
IV Change Studio is a working environment for people leading change — founders, owners, executives, sponsors, programme and project leads, HR and communications people, and advisers.
Think it through properly
Keep it in one place
Turn it into output
The one thing to understand
02
Getting started
Sign in
Create a programme
Set the context
Start with C01
03
The four phases
Every programme moves through the same four phases. They are structured but not rigid — you can revisit an earlier phase whenever new evidence appears.
Conceptualization
Frame the opportunity
Frame the opportunity, current reality, intended future, stakeholders, assumptions, complexity, and the early questions leadership needs to answer.
Deliverable
A shared change concept
Understanding
Build the evidence picture
Gather evidence, assess stakeholder impact, understand experience, identify cultural conditions, assess leadership readiness, map dependencies, and establish readiness.
Deliverable
A change-intelligence picture
Planning
Design the route forward
Convert insight into a strategy, roadmap, engagement plan, communications plan, capability plan, risk plan, governance model, and readiness gates.
Deliverable
An integrated implementation plan
Delivery
Implement, sense and embed
Manage implementation, track actions, monitor adoption, coordinate communication, manage risks and issues, review, measure outcomes, stabilise, and hand over.
Deliverable
Sustainable adoption and ownership
You do not have to finish a phase before touching the next one. The studio tracks what is done, what is part-done and what has not been started, and will tell you when you are planning on top of evidence you have not gathered.
04
Your programmes
My Change Programmes lists everything you are working on.
The list
Each programme shows its name, the phase it is in and its current health. Select one to open its workspace.
Creating one
Add a programme by name. You can set the type of change and the complexity band now or later — the Complexity Triage module will suggest one.
Health
On track, Steady, Watch or Off track. Set it honestly; the studio will challenge you if the underlying records disagree with the label.
Archived programmes
Archived programmes stay complete and can be restored at any time. They are kept out of the main list so it stays useful.
05
Inside a change workspace
Opening a programme gives you a left-hand list of sections. This is the whole studio for that piece of change.
Overview
The front page of a programme. Current phase, health, what has been captured so far, what is outstanding, and the issues the studio has spotted.
Organisation Context
Background about the organisation — how it works, what is going on around the change, and any material you upload for reference. Everything else reads from this, so it is worth doing early.
Change Charter
The agreement about the change: purpose, scope, what is in and out, sponsor, decision rights, principles and success measures.
Conceptualization
The phase-one modules and everything captured in them.
Understanding
The phase-two modules: impact, readiness, culture and evidence.
Planning
The phase-three modules: roadmap, engagement, narrative and readiness gates.
Delivery
The phase-four modules: health reviews, benefits and handover.
Stakeholders
Every group connected to the change, what it means for them, how they are likely to react, who owns the relationship and how you will work with them.
Leadership and Capability
How ready the people leading the change are across eleven dimensions, where the gaps are, and what support they need.
Communications
The narrative, key messages, audiences, channels and planned activity — built from the stakeholder and narrative work.
Risks and Decisions
Risks, assumptions, issues and dependencies, plus a decision log with owners, dates and review points.
Plan and Actions
Milestones and actions with owners and dates. This is what the studio checks against when it looks for slippage or unowned work.
Measures and Outcomes
What you are tracking, the baseline, the target and readings over time.
Benefits
The benefits the change was justified on, who owns each one, and whether the numbers are actually moving.
Reports
The report library — everything the studio can assemble from what you have recorded.
Documents
Documents written for you from the programme record, ready to download, share or email.
IV Support
Ask for a person. Choose the kind of support you want and send the request.
Some screens are built from other records rather than typed into directly — Communications and most reports, for example. When that is the case the screen says where the underlying information lives, and the guide will take you there instead of pretending to edit it.
06
The modules
Modules are the guided working sessions. Each one has a purpose, a sensible length, and the people who should be in the room.
01 — Conceptualization
Change Discovery Guide
Turn an initial concern, ambition or proposal into a clear change conversation.
Use it when: Someone has raised a change but nobody has yet written down what is actually changing, for whom, or why now.
60–90 minutes · Founder, owner, executive sponsor or project leader, with one note-taker.
Current-to-Future Canvas
Create a shared view of current reality, intended future, the change gap, what must be protected and what remains unknown.
Use it when: Different people are describing the same change differently, or the future state is still an adjective rather than a picture.
90 minutes · Sponsor plus four to eight people who see different parts of the system.
Change Ecosystem Map
See beyond employees and map the full ecosystem of people and groups connected to the organisation and the change.
Use it when: The stakeholder list so far is only internal, or you suspect a group outside the project team will be affected.
60 minutes · Change lead, communications lead, and someone customer-facing.
Change Complexity Triage
Judge the likely complexity of the change and the support model it genuinely warrants.
Use it when: Before committing resource, or when the effort being proposed feels out of proportion either way.
30 minutes · Sponsor and programme owner together.
02 — Understanding
Stakeholder Impact Assessment
Understand what the change will mean for each priority stakeholder group.
Use it when: Once the ecosystem is mapped and priority groups are agreed.
2–3 hours · Relationship owners for each priority group.
Leadership Readiness Assessment
Assess whether the people expected to lead the change are aligned, committed, credible, capable and supported.
Use it when: Before asking the organisation to commit.
90 minutes · Leadership team, self-assessed or facilitated by an IV adviser.
Culture and Change Baseline
Establish the cultural conditions into which the change will land.
Use it when: Before planning, so the plan reflects real conditions rather than assumed ones.
Two weeks to run · Administered by the change lead; completed by teams.
03 — Planning
Integrated Change Roadmap
Turn insight into a practical route from preparation to stabilisation.
Use it when: Once evidence is gathered and the complexity band is agreed.
Half a day · Programme owner, change lead, project manager, communications lead.
Stakeholder Engagement Planner
Turn stakeholder impact insight into a deliberate engagement plan.
Use it when: After the impact assessment, before communications are drafted.
2 hours · Change lead, communications lead, relationship owners.
Change Narrative Builder
Create a credible, consistent, human explanation of the change.
Use it when: Before any broadcast communication goes out.
2 hours · Sponsor, communications lead, one manager, one frontline voice.
Readiness Gate Assessment
Support a clear go, hold, adapt or escalate decision before a major milestone.
Use it when: Two to three weeks before each significant milestone.
90 minutes · Programme board and named accountable decision-maker.
04 — Delivery
Delivery Pulse and Change Health Review
Assess regularly whether the change is landing and where action is needed.
Use it when: Throughout implementation, on a weekly, fortnightly or monthly cycle.
45 minutes per cycle · Delivery team, with input from managers and affected teams.
Benefits Realisation Review
Test whether the outcomes the change was justified on are actually being delivered, and act where they are not.
Use it when: At each benefit checkpoint after go-live, and before anyone claims the change was a success.
60 minutes · Sponsor, benefit owners and whoever holds the numbers.
Stabilisation and Handover Review
Decide honestly whether the change has stabilised, and hand it to the business with named owners and no loose ends.
Use it when: When delivery is winding down and someone is about to say the project is finished.
90 minutes · Delivery lead, receiving team leaders, sponsor.
Culture Lens
Continuous, multilingual change sensing: listen, translate, interpret, decide, respond and close the loop.
Use it when: When you need continuous evidence rather than periodic snapshots.
Continuous · Activated and operated with IV.
How a module runs
07
Working with the voice guide
The round button at the bottom of the screen starts a spoken conversation with your change guide.
Start a call
Tell her where to go
Work through it
Watch it appear
Ask her to check things
End the call
What she will and won't do
If you would rather type
08
How saving works
Saved means saved
A change is only reported as saved once it has been accepted and the screen has refreshed to show it. Anything else is described as not saved.
As you go
Module answers save as you work. You do not need to press anything to avoid losing work, but you do need to mark a module complete when you are genuinely finished with it.
Same rules for everyone
Whether a record is written by you or by the guide, it goes through the same validation, permissions and history.
If something fails
You will be told in plain words, and the item stays pending so you can try again. Nothing quietly disappears.
09
Issues raised for you
Behind the scenes the studio reads across everything recorded in a programme and looks for things that do not add up.
Dates and sequence
Owners and overdue work
Contradictions
Critical path
Gaps
What happens next
10
Reports
The report library assembles what you have recorded into something you can send. Nothing is invented; anything not captured shows as not recorded.
Concept Brief
From: C01
Current-to-Future Summary
From: C02
Ecosystem and Stakeholder Map
From: C04
Change Complexity Profile
From: C06
Change Charter
From: Charter
RAID Summary
From: RAID log
Decision Summary
From: Decision log
Weekly Change Health Report
From: Live programme data
Stakeholder Impact Report
From: U03
Leadership Readiness Report
From: U06
Culture and Change Baseline Report
From: U10
Change Intelligence Report
From: Understanding phase
Change Strategy Summary
From: Planning phase
Integrated Roadmap
From: P03
Stakeholder Engagement Plan
From: P06
Communications and Narrative Pack
From: P07
Readiness Gate Pack
From: P12
Adoption and Capability Report
From: Delivery phase
Stabilisation and Handover Report
From: D14
Benefits Realisation Report
From: D10
Plan and Action Report
From: Plan
Reports update themselves. If you change a record and reopen the report, the new version reflects it. To change what a report says, change the source record it names.
11
Documents
Where a report shows the record, a document is written for a reader — a briefing, a checklist, a message to managers.
Asking for one
Ask the guide for the document you need, or create one from the Documents screen. Say who it is for and what it has to do.
What goes in
Only what is in the programme record plus the organisation context. No invented facts, no consultant language, no filler.
Reviewing it
Read it in the studio, edit it, and regenerate it if the programme has moved on.
Getting it out
Download it, print it, email it to yourself or a colleague with a link, or copy it into the workspace tools your team already uses.
12
Sharing and access
Inviting people
Add colleagues to a programme and give them a role — sponsor, programme owner, change lead, project manager, communications lead, people lead, contributor or viewer.
What they see
People only see the programmes they have been added to. A viewer can read and print but not change records.
Requests
Someone who needs access can ask for it, and you approve or decline. Nothing is granted automatically.
Your own details
Settings holds your name — the guide uses your first name when she speaks to you — and your preferences.
13
Archiving and deleting
Archive
Delete a record
Delete a programme
14
Printing
Any report, document or module can be printed straight from the screen.
Print from your browser and the studio strips the navigation, buttons and voice controls, leaving a clean page you can put in a board pack or hand round a room. Save as PDF from the same dialogue if you need a file.
15
What good looks like
After a first session
A programme exists, the organisation context is written down, and the discovery module is complete. You can already produce a Concept Brief.
End of Conceptualization
A shared change concept: what is changing, current and future state, the full ecosystem of people affected, and an honest complexity band.
End of Understanding
A change-intelligence picture: impact by group, leadership readiness with named gaps, a culture baseline, and evidence rather than assumption.
End of Planning
An integrated plan: roadmap, engagement plan, narrative, readiness gates, risks with owners, and measures with baselines.
End of Delivery
Adoption tracked, benefits tested against the numbers, the change stabilised, and a handover with named owners and no loose ends.
16
Common questions
Do I have to use every module?
No. The Complexity Triage module recommends how much support the change genuinely warrants. A small change may only need three or four modules.
Do I have to do them in order?
No, but the studio will point it out when you plan on top of evidence you have not gathered.
Can more than one person work on it?
Yes. Add them to the programme and everyone works on the same live record.
Can I use it without talking?
Yes. Every screen works by typing. The voice guide is optional.
What if the guide gets something wrong?
Correct her, or edit the record on screen. She proposes; you decide. Nothing is final until you say so.
Is my information private?
Yes. Programmes are visible only to you and the people you add, and nothing is shared outside your organisation.
What if I want a person involved?
Use IV Support inside the programme, or the IV Support page, and ask for the kind of help you want.