Process for driving forward an initiative is
- Locate Strategy
- Create Initiative
- Move through guided process steps to define,measure, analyse, and review specifics of the initiative.
- Implement by assigning an owner or person responsible. and then publish and create draft plans for action via a planner.
Once published an initiative will automatically move to Control stage, and from initiating to initiated. Once initiated the details of the goal, targets etc cannot be changed.
We will now illustrate this process below.
Locate Strategy
You want to first locate the strategy you want to link the Initiative to. To do so you can:
Find All Strategies in the Lead Hub.
OR If you know the name of the Strategy you are looking for you can search for it using the Global Search Bar at the top right of the page.
Create Initiative
Once you are in the Strategy record page and are ready to implement the strategy you can go to the 'Publish Strategy and Create Initiatives' TAB.
Draft Initiative
Once the Initiative has been created you can then click into the Initiative to go to the record page.
In the initiative record page now move through guided process steps to define, measure, analyse, and review specifics of the initiative.
Implement Initiative
Once you have drafted the Initiative and are in the Publish Stage, you then can implement it by creating plans and assigning an owner or person responsible.
To do so select the 'Publish Initiative & Create Plans' TAB and follow the prompts provided.
Once published an initiative will automatically move to Manage stage, and from initiating to initiated. Once initiated the details of the goal, targets etc cannot be changed.
