Add Initiatives

An Initiative defines the plan for how the Goals are going to be achieved. Initiatives are time bound and their achievement is measurable.

You can add a company or program level initiative. You can roll a program level initiative up to a company level initiative. All associated program level initiatives are displayed on company level initiatives.

Before you begin this task, make sure you have selected the correct context from the Company and Program strategy level drop-down on the Home page.

To add initiatives:

1. Select the Strategy to which you are adding the Initiative from the Strategy drop-down.
2. Click the Initiatives tab.

3. Do one of the following:

   • If this is the first Initiative added to the Strategy, click the Click Here To Get Started link.

   • If one or more initiatives have been added, click the Pencil () icon, and then click New Initiative.

     

4. Enter a Summary of the Initiative.
5. Enter a detailed Description of the Initiative.

6. Do one of the following:

   • For a program level initiative, click the Select a Company Level Initiative... drop-down to select an initiative.

     NOTE: Once selected, the link opens the details of the roll-up initiative. This program level initiative is displayed on the company level initiative.

   • For a company level initiative, you can view the program level initiatives that are associated with this initiative in the Contains Program Initiatives panel.

     

7. Select a Status for the Initiative from the drop-down. Values are:

   • In Process - Currently being carried out
   • Pending Start - Awaiting decision to begin
   • At Risk - May not be achieved as described or within the timeframe set
   • Abandoned - Discontinued with no further interest
   • Achieved - Accomplished or brought to a successful end

8. Enter a Start Date and End Date for the Initiative.

   NOTE: Start Date must be earlier than End Date. Otherwise the Initiative cannot be saved.

9. In the Related Goals panel, click the pencil () icon and select a related initiative from the guidance panel to add the goal.

10. Click Save.

If the initiative is in Review or Accepted status, and you are not a sponsor of the initiative, you can be an additional endorser of the initiative by clicking the Add Your Endorsement icon. Your name is added to the Additional Endorsers list.

NOTE: Alternatively, you can contest an initiative. Refer to Contest an asset for more information. Refer to Sponsor an Asset for details about the asset endorsement process such as how it affects the asset’s status.

Next, you can:

• Add a Sponsor
• Share the URL for the Initiative
• Add Supporting Documentation to the Initiative
• Edit an Initiative

To edit an Initiative:

1. Click the Initiatives tab on the home page,
2. Click the Initiative to edit.
3. Edit the Initiative as needed.
4. Click Save.

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