Initiative Management

To manage any type of initiative (campaign, volunteer effort, membership initiative, event, or other type of initiative):

1. Create the initiative.

2. (Optional) Define the audience.

3. (Optional) Link related initiatives.

4. (Optional) Assign resources.

5. (Optional) Create a public relations (PR) plan.

6. (Optional) Create a budget.

7. (Optional) Track budget expenses.

8. (Optional) Create initiative actions.

9. (Optional) View action summary information.

10. (Optional) View related goals.

11. (Optional) View responsible staff for related initiatives.

12. (Optional) Create initiative or membership letters.