Creating an Initiative

Name

Specifies the name of the initiative.

Type

Specifies the categorization of the initiative. For example, you can create a corrective action initiative or a strategic initiative.

Description

Specifies information about this initiative.

Owner

Specifies the owner of this initiative.

The owner is the user who is responsible for managing the initiative activities. An owner is the person responsible for ensuring that the stakeholders follow through on their tasks and updates the initiatives regularly.

Select Multiple Owners

Allows you to select more than one owner. In the Multiple Owners dialog box, select owners and drag them to the Owner Name box.

Owners are allowed to edit and delete initiatives that they own.

Author

The Author box is read-only. It shows your user name as you are the user creating the initiative.

Roles

Specifies the roles who you want to view this initiative.

Notify Team Members Now

Alerts initiative team members when any aspect of this initiative has changed. Users will receive a notification immediately, just this one time.

In order for this functionality to work, team members must have a Display Notification option selected using the Manage Subscriptions link in the Home tab Inbox.

Display Role Members

Shows the users in the selected role.

Actual

Specifies the actual value for this initiative. If there is no actual value, leave this box empty.

Budget

Specifies the budgeted value for this initiative. If there is no budget value, leave this box empty.

Start

Specifies the month, day, and year on which to start this initiative.

Select a date and click OK.

Target End

Specifies the target end date for this initiative.

Actual End

Specifies the actual end date. If the initiative is not complete, leave this information blank. You can edit the initiative at a later time and update this information.

Expiration

Specifies the expiration date for this initiative.

Initiative Does Not Expire

Specifies that you do not want this initiative to expire

Progress

Specifies the progress of this initiative. You need to update the progress when it changes.

Publish Initiative

Specifies that you want to publish the initiative. The initiative does not appear in the Initiatives tab until you publish it or you choose the Include Unpublished filter.

You might want to keep an initiative from being published if it is still in review or unapproved.

You change an initiative's status between published and unpublished by editing the initiative.

Omit Initiative Status

Shows an empty space in the Status column instead of a status indicator for this initiative

Set Initiative Status

Shows a status indicator of your choice for the initiative. The initiative status is a subjective value that you enter to communicate how well the initiative is progressing.

From the dropdown list, select the performance for the status indicator. Very Good shows a dark green status indicator. Good shows a green status indicator. Average shows a yellow status indicator. Poor shows a red status indicator.

Measure Initiative on a KPI

Shows a status indicator that is based on the status of a selected KPI. From the dropdown list, select the KPI whose status indicator you want to use for this initiative.

Importance

Specifies the level of importance to give to this initiative.

Perspectives/Objectives

Specifies the perspectives and objectives to associate with this initiative.

Add or remove perspectives and objectives by dragging them to or from the Selected list.

Associated Links

Specifies a URL to associate with this initiative. In the Title box, type the text for this URL. The URL represents a Web location that supports the initiative.

These links appear in the Details box when you click the Details link in the Initiatives Summary.