To action a Strategy click on the Strategy name in the Lead Hub to go to the record page.
NOTE: There are two stages when actioning:
- Drafting - Managing checklist items, updating key fields etc.
- Published - Related Child Items (Initiatives) are created and assigned. Strategy can not longer be edited.
Strategy Process
Once in the Strategy Record Page you will see that we have provided a guided process to equip you to implement your strategy successfully. As you progress simply 'Mark Stage as Complete'.
To view more information on Guided Processes click here.
The process for driving forward a Strategy is:
- Address Framework Elements
- Create Strategy
- In the Strategy Record Page move through guided process steps to define, measure, analyse, and review specifics of the strategy.
- Then implement the Strategy by assigning an owner or person responsible and 'Publish Strategy and Create Initiatives' via the TAB next to Details.
Once published a Strategy will automatically move to Control stage, and from draft to Published. Once Published the details of the Strategy cannot be changed.
Publish Strategy and Create Initiatives
Select the Publish Strategy and Create Initiatives TAB to lock in the strategy's date, target values and expected outcomes.
Fill out the Initiative information below to determine the duration, increment and number of each initiative.
Then click 'Publish and Create Draft Initiatives'.
You will then be given the opportunity to review the initiatives and make any adjustments to ownership etc.
Once you have completed your review, refresh the page.
The Strategy page will then be updated to show all 'Related Initiatives'. You will not be able to edit the Strategy information but you can 'Add Initiatives' at any time if needed.
Handover Process
If you are assigning these initiatives to another staff member, ensure that you provide any additional information that will enable them to action the initiative accordingly. This can be done via chatter on the initiative.