- Select Initiatives in the left-hand menu
(a picture is missing here) - Select button: New Initiative
- Write the name of the initiative.
- Write the start and end date for the initiative
- Update the status of the initiative (0-100%)
- Choose the weight of the initiative where 2 means that the initiative weighs twice as much as default (which is 1)
- Choose a deviation, which is the default threshold for alerts or nudging
- Choose the expected update frequency for this initiative
- Choose the strategy and strategic entity where the initiative belongs or contributes to
- Write the name of the person accountable and the sponsor
- Write in the unit, group or department where the initiative belongs
- If preferred, write in a detailed description
- Click Save
Variation:
- Select strategies in the left-hand menu
- Select the context menu of the relevant strategic entity
- Select New Initiative
Next steps (4.-13.) are the same as above, except for step No. 9. which has already bin done.