There are two ways to create a new initiative: directly from the Strategy Builder where you created your Pillars and CSFs, or from the Initiative List. Notice that in some organizations Initiatives are called “Actions”.
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.
5. Select a Priority Level. The default is Normal.
6. Choose a commitment level (default is Committed). For a description of the difference between Committed and Aspirational, see here
7. The system fills the Strategy and Strategy Hierarchy fields for you.
8. If this is a sub-initiative, select its Parent Initiative from the drop-down box. Otherwise, leave this field blank.
9. Set Start and End Dates for the initiative.
10. Update the Progress of the initiative (0-100 %)
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. Choose an Accountable. This is the person responsible for accomplishing the initiative.
14. Choose a Sponsor. It is the person with the main responsibility for the initiative.
15. Choose a Responsible Unit.
16. Choose an Update Frequency. The system default is 2 weeks, which means every second week.
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 Initiative List:
2. Click the “+” icon at the top of the screen. The New Initiative form opens.
3. Enter the Name of your initiative.
4. Select a Priority Level. The default is Normal.
5. Choose a commitment level (default is Committed). For a description of the difference between Committed and Aspirational, see here
6. The system fills the Strategy and Strategy Hierarchy fields for you.
7. If this is a sub-initiative, select its Parent Initiative from the drop-down box. Otherwise, leave this field blank:
8. Set Start and End Dates for the initiative.
9. Update the Progress of the initiative (0-100 %)
10. Choose a Weight, where 2 means the initiative is twice the weight as default (which is 1).
11. Choose a Deviation, the threshold for alerts and nudging. The default positive and negative deviation limits are set to 20.
12. Choose an Accountable. This is the person responsible for accomplishing the initiative.
13. Choose a Sponsor. It is the person with the main responsibility for the initiative.
14. Choose a Responsible Unit.
15. Choose an Update Frequency. The system default is “2 weeks”, which means every second week.
16. Optional: Enter a description of your initiative in the Additional Information” field. Define the expected “Return of Investment (ROI). Define Milestones.
17. Save the new initiative.