Turn a plain brief into a board-ready document

Watch the tour

The whole app in about 4½ minutes, narrated over the real interface. Watch the full tour straight through, or jump to any of the nine chapters below. Every section further down covers the same ground in writing.

01What is a Management of Change document?

A Management of Change (MoC) document is the paper you put in front of decision-makers when you want to change something that matters — a process, a system, a vendor, a price, a team. It states the change, the case for it, what could go wrong, and how you'll control it, so the change can be approved with confidence rather than waved through or stalled.

A strong MoC answers, on one page or one deck: what is changing, why now, the numbers (baseline, expected uplift, investment), the risks and how they're mitigated, the plan and owners, and a clear ask. ChangeKeel builds all of that from your brief, keeps the numbers consistent, and scores how board-ready it is.

02The 3-pane layout

Once a document exists, the workspace has three columns:

• Left — Set up: how you start a document, your saved projects, and the tabs Docs · Outline · Review · Settings · Team. Drag its right edge to make it wider or narrower.
• Middle — Edit: your document as a stack of cards. Every field is editable — click and type.
• Right — Preview: the live, read-only view of exactly what the exec sees. It updates as you edit and can pop out to a second screen.

03Signing in

ChangeKeel is private — you sign in with a username and password, and (if enabled) a one-time code. Sessions expire automatically for safety; if you're bounced to the sign-in screen, just log back in.

• Forgot where to start? After signing in you land on the Create screen.
• 1-hour sign-in link: from the account menu you can copy a short-lived link that signs you straight in — handy on another device. It expires within the hour.

04Starting a document

Three ways to begin, all from the Create screen:

• Build a brief with AI: answer a few plain questions and the app assembles a complete brief, then the document. Best if you're not sure what to write.
• Start from a template: pick the closest scenario — Board report, Client proposal, Recovery pack, System / tech rollout, Vendor change, Team restructure, Pricing, or Blank. It pre-fills a guided brief you edit.
• Paste your own brief: already have notes? Drop them in the brief box and build.

Three settings shape the build:

• Input mode — how much the AI drafts vs. how much you write (e.g. Hybrid — draft then edit).
• Numbers policy — whether the AI may draft figures and flag its assumptions, or stick only to numbers you give it.
• Thoroughness — Draft (fastest, ~1 min) up to deeper multi-pass builds that stress-test more. Deeper = slower but more complete.

05Writing a strong brief

The brief is the raw material. The more specific you are, the better the document. Aim to cover: what's changing, why now, the baseline (today's rate/number), the target/uplift, the budget or investment, the owner, timeframe, and any key risks.

• Dictate any field: a small mic appears on whatever text box you click into — tap it and talk; it types as you speak. Works on every field in the app.
• AI assist on any field: next to that mic is a ✦ button — Improve, Shorten, Expand, Fix grammar, or type your own instruction. It rewrites just that field in board-ready English and keeps your figures. One click undoes it.

06Building & the readiness score

Click Build and the engine drafts every section, derives the numbers so they stay consistent, and (on deeper settings) runs extra passes to tighten and stress-test. About a minute later the document appears in the middle pane.

The readiness score (0–100) tells you how board-ready the document is — higher means fewer gaps, clearer numbers and a stronger case. Use it as a checklist, not a grade: open the flagged items and resolve them to lift it.

07The editor

The middle pane is your document as editable cards — one per section (cover, outcomes, risks, governance, plan, investment, and so on). Everything is editable in place:

• Click any field to change the text or a number — the preview updates live.
• Regenerate a section with AI: use the section's redo control to re-draft just that block (optionally with an instruction).
• Reorder or remove sections/slides, and add ones back from the list.
• Outline tab — a bird's-eye view to jump around and reorder the document quickly.

08The live preview

The right pane is the exec view — a clean, read-only render of the finished document that refreshes as you edit. It's what your audience will see.

• Pop out — open the preview in its own window and drag it to a second screen; it stays in sync while you edit on the first.
• Close pop-out brings it back inline.

09The Copilot

The Ask Copilot button (bottom-right, or press ⌘K) opens an assistant that doesn't just answer — it can do things:

• Edit by asking — “tighten the risks”, “make the ask stronger”, “add a rollback trigger”. It shows what changed and pulses the section.
• Run tools — benchmark your numbers against live research, generate a board Q&A, draft a one-pager, or turn risks into action items.
• Drive the app — export, save, or jump to a section on request.

Safety tiers keep it trustworthy: small, reversible edits apply immediately (with undo); meaningful changes ask you to confirm; deleting a section needs a typed confirmation; deleting the whole document is refused.

God Mode (the ✦ toggle in the Copilot header) makes it more agentic — it chains steps to finish a whole task and proactively fixes weak spots — while keeping every one of those safety confirmations.

10Voice & premium audio

ChangeKeel can talk and listen. Open the voice menu in the top bar (next to the light/dark toggle):

• Speak replies — the Copilot reads its answers aloud.
• Hands-free — have a spoken back-and-forth conversation.
• Wake word — say “Hey ChangeKeel” to trigger it without touching the keyboard. Turn always-listening on/off right here.
• Premium voice — natural Australian voices (Jess, Annalise, Scotty, Aussie Mike). Pick one and press Test to hear it. Switch it off to use the free browser voice.

11Quality & review tools

Beyond drafting, ChangeKeel helps you make the case bullet-proof:

• Readiness score — the 0–100 board-readiness gauge.
• Flagged assumptions — anywhere the AI assumed a number or fact, it flags it so you can confirm or correct. The badge in the top bar counts open flags; the Review tab lists them.
• Risk heatmap — risks plotted by likelihood × impact so the big ones stand out.
• Board Q&A — anticipates the tough questions a board will ask, with answers.
• One-pager — a crisp executive summary generated from the document.
• Scenario compare — Good / Better / Best outcomes with a sensitivity check on the numbers.

12Action items & approvals

Turn a document into action:

• Action items — capture tasks with owners and due dates (the Copilot can create them straight from your risks). See yours under Action items.
• Approval sign-off — record approvals with an audit trail, so there's a clear record of who signed off and when.
• Notifications & @mentions — mention a teammate to assign or notify them; the bell shows what needs your attention.
• Version history — every save is kept; restore an earlier version if needed.

13Sharing & collaboration

From the Share menu (a document must be saved first):

• Read-only view — a clean link anyone you send it to can view.
• Invite a reviewer — a link that lets someone commentwithout editing.
• Public / share links — copy a read-only link, or use your device's share sheet. Links are revocable from Manage access.
• Live co-editing — open Co-edit for real-time shared editing of the document's narrative fields, several people at once.
• Send to channel — if Slack/Teams is connected, post the document to a channel.

14Libraries, Departments & Teams

ChangeKeel scales from one person to a whole organisation, and everyone's work stays organised:

• Solo — on your own, documents live in your Projects(left panel): search, rename, duplicate and reopen them any time. It's your private workspace.
• Teams — group people into a team, then share a document — or a whole library — with everyone on it in one step.
• Departments — sit above teams, so a function (Sales, Ops) has its own shared space with its teams inside it.
• Libraries — shared collections of documents. Put a document in a library and everyone with access to that library can find and reuse it.
• Inheritance — access flows automatically: a person gets the strongest access they're granted — directly, via their team, via their department, or via the library. Set it once.
• Roles — viewer, commenter, editor (and manager/admin) determine what each person can do.
• Invites & requests — invite people by email, or let them request access and approve it with a click.

15Exporting

From the Export menu, download the finished document as:

• PowerPoint (.pptx) — an editable deck for presenting.
• PDF (.pdf) — a clean, shareable read-only file.
• Word (.docx) — an editable document.

Exports use your brand (see Settings), so they come out on-brand every time.

16Settings & account

• Settings tab — document theme/brand and which capabilities are on. Set a workspace brand and new documents adopt it.
• Account & security — change your password and set up two-factor (MFA) for extra protection.
• Admin (owners/admins) — manage users and roles.
• Light / dark — toggle the theme in the top bar.

17Shortcuts & tips

• ⌘K (or CtrlK) — open the Copilot instantly.
• Every text field has a mic and a ✦ AI button — use them anywhere.
• Drag the left panel's edge to resize; it's remembered.
• Pop the preview onto a second screen for a live “presenter” view while you edit.
• Watch the readiness score and flag count — clearing flags is the fastest way to a stronger document.

18Glossary

Management of Change (MoC)

The document that proposes a change and the controls around it, so it can be approved with confidence.

Baseline

Today's number — the rate, volume or figure you're changing from.

Uplift

The expected improvement over the baseline if the change goes ahead.

Readiness score

A 0–100 gauge of how board-ready the document is.

Flagged assumption

A number or fact the AI assumed — confirm or correct it.

Safety tier

How the Copilot treats a change: apply-with-undo, confirm-once, typed-confirm, or refuse.

God Mode

A more agentic Copilot that chains steps and fixes weaknesses — with all confirmations kept.

Reviewer link

A link that lets someone comment on a document without editing it.

Library

A shared collection of documents with inherited access.