Initiative Development

Prerequisites

To create initiatives, the system administrator has given this permission to your role. If you can access the Add Initiative, Edit, and Delete links in the Initiative Summary, it means you can create initiatives. With these permissions, you can also edit and delete initiatives that you own that were created by someone else.

Context

You create initiatives for strategic objectives. You can create an initiative by starting with empty values or by basing it on the values of another initiative.

Procedure

  1. Display the Initiatives Summary.
  2. Perform the appropriate function as follows:

    Function

    Navigation

    More Information

    Create an initiative

    Click Add Initiative

    When adding an initiative, you link it to strategic objectives. This creates an association between the initiative and its objectives. The association provides immediate views on how the initiative affects performance at the strategic level. Wherever an objective appears in the application, you see a list of its associated initiatives.

    For more information, see Creating an Initiative.

    Create an initiative like an existing initiative

    Click Copy an Existing Initiative when creating or editing an initiative.

    For more information, see Creating an Initiative.

    Create an initiative using actual and budget data from SAP Business Planning and Consolidation, if applicable

    Create the initiative, then click Edit. Select the Use the Value from Planning and Consolidation checkboxes and the Load Data link.

    If you do not see the Use the Value from Planning and Consolidation checkboxes, it means your system is not integrated with SAP Business Planning and Consolidation. For more information, see Creating Initiatives Using Planning and Consolidation Data.

    Add milestones and submilestones to the initiative

    In the Milestones subtab, click New

    For more information, see Creating a Milestone or Submilestone for an Initiative

    Publish an initiative

    Select the Publish Initiative option when creating or editing an initiative

    None

    Unpublish an initiative

    Deselect the Publish Initiative option when editing an initiative

    Unpublished initiatives appear in the Initiatives Summary and the Prioritization Matrix only if you include a filter option to include unpublished initiatives. You can return to this dialog box to publish the initiative at any time.

    Edit an initiative

    Select the initiative and click Edit.

    You may want to update the progress over time or add an actual end date once the initiative has completed.

    While editing an initiative, you can notify team members at once that you have edited the initiative using Notify Team Members Now. Depending on how the team members subscribe to notifications, the team members may receive an e-mail and an entry in the Inbox in the Home tab. Users do not have to subscribe to that particular initiative to receive these notifications. The subject of the e-mails appears as Strategy Management Initiatives Notification.

    Delete an initiative

    Select the initiative and click Delete

    You can only delete initiatives that you created or that you own. When you delete an initiative, you also delete all of its milestones and submilestones. Whenever you make a change, it might be useful to add a comment about the change.