Developing Initiatives

You create initiatives to achieve strategic objectives.

Prerequisites

You have Create Initiatives permissions granted by your administrator and you have access to the Add Initiative, Edit, and Delete links in the Initiative Summary to create initiatives and edit and delete initiatives you created. With these permissions, you can also edit and delete initiatives that you own that were created by someone else.

Procedure

You can do the following to create and maintain initiatives in the Initiatives Summary:

Function	Navigation	What you need to know
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 and to provide immediate views on how a particular initiative impacts performance at the strategic level. Wherever an objective appears in the application, you will see a list off its associated initiative. For more information, see Creating an Initiative.
Create an initiative like an existing initiative	Click Add Initiative to display the Initiatives dialog box. Then click Copy an existing initiative.	For more information, see Creating an Initiative.
Add milestones and sub-milestones to the initiative	Click Add Milestone or Sub-milestone	Fore more information, see Creating a Milestone or Sub-milestone for an Initiative
Publish an initiative	Select the Publish this initiative option when creating or editing an initiative	None
Unpublish an initiative	Deselect the Publish this initiative option when editing an initiative	Unpublished initiatives will appear in the Initiatives Summary and the Prioritization Matrix only if you include a filter option to include unpublished initiatives.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	Click Edit for the selected initiative	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 the user's Display notification option in the Subscribe dialog box in the Home component, the team members may receive an email and/or an update notification in the Alerts section of the Home component. Users do not have to subscribe to that particular initiative in order to receive email notification or Home notification that results from this link. Any email will have a subject of Strategy Management Initiatives Alert.
Delete an initiative	Click Delete for the selected initiative	You can only delete initiatives that you created or you own. When you delete an initiative, you also delete all of its milestones and sub-milestones. Whenever you make changes, it might be useful to add a comment about the change. This way, you maintain good documentation about the reasons behind all activity.