There are 3 ways to create a new initiative:
From the Strategy Builder where you created your Pillars and CSFs, from the Initiative List or directly from the Dashboard. Let's see how to do it:
How to create a new initiative from Strategy Builder:
1. Select Strategy Builder from the Main Menu and select the Active strategy where you want to create the new initiative:
2. Select the initiative of interest and click the Option Button (three dots) belonging to the CSF you want to create your new initiative to:
3. Select New Initiative and the form will open.
4. Enter the Name of your initiative. If needed, add a description of your initiative.
5. Choose Measurement Type. The default is Progress in percent. You can also choose Boolean Value (done or not done) and Baseline/target value (you update based on a specific target):
6. Select a Priority Level. The default is Normal.
7. Choose a commitment level (default is Committed). See the difference here.
8. Update the Progress of the initiative (0-100 %) if needed.
9. Choose a Weight, where 2 means the initiative is twice the weight as default (which is 1).
10. Choose a Deviation, the threshold for alerts and nudging. The default positive and negative deviation limits are set to 20.
11. Set the Date range - that is Start and End Dates for the initiative.
12. The system fills the Strategy and Strategy Hierarchy fields for you.
13. Attach your initiative to a Key Performance Indicator, if relevant. Otherwise, leave this field blank.
14. Choose an Accountable User. This is the person responsible for accomplishing the initiative.
15. Choose a Sponsor User. It is the person with the main responsibility for the initiative.
16. Choose a Responsible Unit.
17. Optional: Enter a description of your initiative in the Additional Information field. Define the expected Return of Investment (ROI). Define Milestones.
18. Save the new initiative.
How to create a new Initiative from the Initiative List:
1. From the Main Menu, select Initiatives:
2. Click the New Initiative button and the new Initiative form opens.
3. Enter the Name of your initiative, If needed, add a description.
4. Choose Measurement Type. The default is Progress in percent. You can also choose Boolean Value (done or not done) and Baseline/target value (you update based on a specific target):
6. Select a Priority Level. The default is Normal.
7. Choose a commitment level (default is Committed). See the difference here.
8. Update the Progress of the initiative (0-100 %) if needed.
9. Choose a Weight, where 2 means the initiative is twice the weight as default (which is 1).
10. Choose a Deviation, the threshold for alerts and nudging. The default positive and negative deviation limits are set to 20.
11. Set the Date range - that is Start and End Dates for the initiative.
12. The system fills the Strategy and Strategy Hierarchy fields for you.
13. Attach your initiative to a Key Performance Indicator, if relevant. Otherwise, leave this field blank.
14. Choose an Accountable User. This is the person responsible for accomplishing the initiative.
15. Choose a Sponsor User. It is the person with the main responsibility for the initiative.
16. Choose a Responsible Unit.
17. Optional: Enter a description of your initiative in the Additional Information field. Define the expected Return of Investment (ROI). Define Milestones.
18. Save the new initiative.
How to create a new initiative from the Dashboard:
1. From the Main Menu, select Dashboard.
2. Click Show details on the Pillar where you want to create the new initiative:
3. The Dashboard view opens.
4. Click the Option Button (three dots) belonging to the CSF you want to connect your new initiative to:
5. Select New Initiative.
6. Enter the Name of your initiative, If needed, add a description.
7. Choose Measurement Type. The default is Progress in percent. You can also choose Boolean Value (done or not done) and Baseline/target value (you update based on a specific target):
8. Select a Priority Level. The default is Normal.
9. Choose a commitment level (default is Committed). See the difference here.
10. Update the Progress of the initiative (0-100 %) if needed.
11. Choose a Weight, where 2 means the initiative is twice the weight as default (which is 1).
12. Choose a Deviation, the threshold for alerts and nudging. The default positive and negative deviation limits are set to 20.
13. Set the Date range - that is Start and End Dates for the initiative.
14. The system fills the Strategy and Strategy Hierarchy fields for you.
15. Attach your initiative to a Key Performance Indicator, if relevant. Otherwise, leave this field blank.
16. Choose an Accountable User. This is the person responsible for accomplishing the initiative.
17. Choose a Sponsor User. It is the person with the main responsibility for the initiative.
18. Choose a Responsible Unit.
19. Optional: Enter a description of your initiative in the Additional Information field. Define the expected Return of Investment (ROI). Define Milestones.
20. Save the new initiative.