There are several ways to create a new initiative (also called Action, Achievement etc. in some organizations): directly from the Strategy Builder where you created your Pillars and CSFs, from the Initiative List or directly from the Dashboard.
How to create a new initiative from Strategy Builder:
1. Select Strategies from the Main Menu and select the strategy where you want to create the new initiative:
2. Click the Option Button (three dots) belonging to the CSF you want to connect your new initiative to:
3. Select New Initiative. The New Initiative form will open.
4. Enter the Name of your initiative. If needed, add a description of your initiative in the Description field.
5. Update the Progress of the initiative (0-100 %)
6. Choose a Weight, where 2 means the initiative is twice the weight as default (which is 1).
7. Select a Priority Level. The default is Normal.
8. Choose a commitment level (default is Committed). For a description of the difference between Committed and Aspirational, see here
9. Choose a Deviation, the threshold for alerts and nudging. The default positive and negative deviation limits are set to 20.
10. Set the Date range - that is Start and End Dates for the initiative.
11. The system fills the Strategy and Strategy Hierarchy fields for you.
12. Attach your initiative to a Key Performance Indicator, if relevant. Otherwise, leave this field blank.
13. If this is a sub-initiative, select its Parent Initiative from the drop-down box. 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 “+” icon at the top of the screen. The New Initiative form opens.
3. Enter the Name of your initiative. If needed, add a description of your initiative in the Description field.
4. Update the Progress of the initiative (0-100 %)
5. Choose a Weight, where 2 means the initiative is twice the weight as default (which is 1).
6. Select a Priority Level. The default is Normal.
7. Choose a commitment level (default is Committed). For a description of the difference between Committed and Aspirational, see here
8. Choose a Deviation, the threshold for alerts and nudging. The default positive and negative deviation limits are set to 20.
9. Set the Date range - that is Start and End Dates for the initiative.
10. The system automatically fills the Strategy field for you.
11. Choose Strategic Entity from the drop-down box.
12. Attach your initiative to a Key Performance Indicator, if relevant. Otherwise, leave this field blank.
13. If this is a sub-initiative, select its Parent Initiative from the drop-down box. 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 (as the strategic entity is called in this example) where you want to create the new initiative:
3. The Dashboard view for this specific Pillar opens.
4. Click the Option Button (three dots) belonging to the CSF you want to connect your new initiative to:
5. Select New Initiative. The New Initiative form will open.
6. Enter the Name of your initiative. If needed, add a description of your initiative in the Description field.
7. Update the Progress of the initiative (0-100 %)
8. Choose a Weight, where 2 means the initiative is twice the weight as default (which is 1).
9. Select a Priority Level. The default is Normal.
10. Choose a commitment level if relevant (default is Committed). For a description of the difference between Committed and Aspirational, see here
11. Choose a Deviation, the threshold for alerts and nudging. The default positive and negative deviation limits are set to 20.
12. Set the Date range - that is Start and End Dates for the initiative.
13. The system fills the Strategy and Strategy Hierarchy fields for you.
14. Attach your initiative to a Key Performance Indicator, if relevant. Otherwise, leave this field blank.
15. If this is a sub-initiative, select its Parent Initiative from the drop-down box. 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.