Creating Initiatives

An initiative is a task that can be prioritized, and must be completed within a certain period of time. You can assign the task to measures, scorecards, strategy elements, and accountability elements. Initiatives can act as project milestones because they reflect performance toward a specific outcome.

To create initiatives:

From the Browser View, select the element or measure.
On the report that is displayed, select Initiatives.
The Initiatives tab is displayed. Any initiatives that have been created are listed.
Right-click and select Add to create a new initiative.
The Initiative Setup page is displayed providing details such as time-dependant information, variables, members, completion date and so on.
In Name, enter the initiative name.
In Dependencies, review the other objects and factors involved:
- Parent initiative (if applicable)
- Participating objects to which the initiative is attached
- Types of participating objects, such as accountability elements
In Description, summarize the purpose of the initiative.
From Type, select the kind of initiative.
From Priority, select a level that represents the importance of initiative.
Click Active to launch the initiative.
In Owners, click Select to choose the employees responsible for the initiative and click Apply.
Optional: Under Members, select the employees participating or associated with the initiative. See Creating Initiatives.
Optional: Under Notify, select the employees to notify by alert, regarding changes to or the progress of the initiative.
In Cost, enter the actual or estimated value required to implement the initiative. Click Select Unit choose a quantifying unit, such as $000s or # Employees.
In Effort, enter the days required to complete the initiative. Use a decimal. For example 10.0 person days. Click Select Unit to attach a unit to the value, such as $000s or #Employees.
Optional: To attach a file, click Upload Attachment, and Browse . Select the file and click Upload.
Do not specify a Completion Date .
Beside Initiative Data, use the arrows to specify the reporting period . This defines the intervals during which annotations can be associated with the initiative.
In Start Date and Due Date, click the calendar button, to select the day on which the initiative begins and the date by which it should be completed.
In % Complete, accept the default value.
From Status Symbol, select Not Started. As progress is made, you can select a performance status.
Under Annotation, enter an annotation to be associated with this initiative. If the initiative spans multiple reporting periods or cycles, attach annotations for each cycle. The annotations are updated during the initiative to monitor the project status and input.
Click Save.
Repeat Step 18 to Step 24 to add additional reporting periods.
Click Save.