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.

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.

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Think it through properly

It walks you through the questions that decide whether a change lands: what is actually changing, for whom, what it will mean to them, and what has to be true before you ask people to move.
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Keep it in one place

Everything you decide is recorded against the programme: charter, stakeholders, risks, decisions, plan, measures and benefits. Nothing lives in a folder someone else owns.
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Turn it into output

From the same record the studio assembles reports and writes documents you can hand to a board, a manager or a team — without retyping anything.

The one thing to understand

The studio is meant to be talked to, not filled in. You can type everywhere, but the fastest way to work is to open a programme, start a call with the guide, and talk. She asks the questions, drafts the answers, and writes them into the screen in front of you.

02

Getting started

01

Sign in

Use the Sign in button in the top right. Your work is private to you and to anyone you invite.
02

Create a programme

Go to My Change Programmes and add one. Give it the name people actually call it. You can also ask the guide to create it while you are talking.
03

Set the context

Open Organisation Context and describe the organisation and what is going on around the change. Ten minutes here improves everything downstream.
04

Start with C01

Open the first module, Change Discovery Guide, and work through it with the guide. From there the studio suggests what comes next.

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.

01

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

02

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

03

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

04

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

C01

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.

C02

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.

C04

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.

C06

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

U03

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.

U06

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.

U10

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

P03

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.

P06

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.

P07

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.

P12

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

D02

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.

D10

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.

D14

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.

CL

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

Open it and you get a short series of questions. The guide proposes a first answer, you correct it, and it is saved as you go. Scores are recorded with the reason behind them, not just the number. You can mark a module complete, hand it to someone else, or come back to it — a part-finished module is still useful.

07

Working with the voice guide

The round button at the bottom of the screen starts a spoken conversation with your change guide.

01

Start a call

Press the button and allow the microphone. She greets you by name, reminds you where the programme got to last time, and suggests what to do next.
02

Tell her where to go

“Open the North Star programme.” “Take me to stakeholders.” “Start C01.” She moves the screen, and only says she has arrived once the page is actually open.
03

Work through it

She offers a draft first rather than waiting for a blank page. You correct it. She keeps it short, uses plain words, and challenges answers that do not match what is already recorded.
04

Watch it appear

As you agree things they are written into the screen in front of you. If a save fails she says so plainly and keeps the item pending — she will not claim something is recorded when it is not.
05

Ask her to check things

“What's outstanding?” “Where are we?” “What did we decide about the pilot?” “Are there any issues?” She reads from the live record, not from memory.
06

End the call

Say you are done, or press the button again. She summarises what was saved, and the programme is reviewed in the background afterwards.

What she will and won't do

She will create programmes, open pages and modules, write records, draft documents, and raise issues. She will not delete anything without repeating the exact thing being deleted and getting a clear yes. She will not invent facts to fill a gap — if something is unknown, it stays unknown.

If you would rather type

Every screen can be worked by hand. The voice guide is a faster way in, not the only way. Both use exactly the same rules, checks and permissions.

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.

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Dates and sequence

Milestones in the wrong order, work planned before the evidence that should inform it, gates set after the thing they are meant to approve.
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Owners and overdue work

Actions and milestones with nobody's name against them, or dates that have quietly passed.
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Contradictions

A programme marked On track with open high risks and no mitigation. A benefit with a target and no baseline. A stakeholder with no owner.
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Critical path

Dependencies that make a date impossible, and the items everything else is waiting on.
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Gaps

Registers that have been started and abandoned, decisions never reviewed, measures never read.
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What happens next

Issues appear on the programme overview, highest severity first. The guide raises them one at a time in conversation. You can settle one by fixing it or by accepting it.

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

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Archive

Use this when a programme is finished. Everything is kept and can be restored later. It simply leaves your active list.
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Delete a record

A single stakeholder, risk, action or benefit can be removed. You will be shown the record first and asked to confirm.
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Delete a programme

Permanent. You must type the programme name exactly to confirm, and every removal is logged. If in doubt, archive instead.

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.