To action an Initiative click on the Item name in the Initiate Hub to go to the record page.
NOTE: There are two stages when actioning:
- Drafting (Initiating) - Managing checklist items, updating key fields etc.
- Published (Initiated) - Related Child Items (Plans) are created and assigned. Initiative can not longer be edited
You will see what stage the Initiative is in: Initiating (draft) and Initiated (published) next to the Item Name in the Grid. The Record page layout will also look different.
Initiating Process
Once in the Initiative Record Page you will see that we have provided a guided process to equip you to implement your goal successfully. As you progress simply 'Mark Stage as Complete'.
To view more information on Guided Processes click here.
The process for driving forward an initiative is:
- Locate Strategy
- Create Initiative
- In the Initiative Record Page move through guided process steps to define, measure, analyse, and review specifics of the initiative. During this drafting stage we have provided the means to create checklist items and manage any issues that may arise.
- Then implement the Initiative by assigning an owner or person responsible and 'Publish Initiatives and Create Plans' TAB 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.
Add Checklist Items
As you are working on the Initiative you may find it helpful to add checklist items that need to be done for the initiative to be published.
These can be viewed once created under the 'Related Checklist Items' TAB and add by clicking on 'New Checklist' at the top right of the grid.
To Publish Initiative
To Publish the Initiative once it is in the Implement Stage click on the 'Publish Initiative and Create Plans' TAB next to detail.
This pop-up will then appear. Information will be taken from the Initiative (eg. Target Value, Name, Owner and Start Date) but can be edited here.
Once you have read the instructions provided you can then Hide this information by click on 'Instructions' or the arrow next to it.
Now fill out the number of Draft Plans you want to create.
For example if your Initiative runs for a year and your Target goal is 160,000, you could enter 4 (no. of draft plans) below to create plans with a value of $40,000 for each quarter.
Then click NEXT.
Then you will be able to review and adjust the draft plans that have been created eg. due to seasonality or assigning ownership.
When you have completed your review, refresh your page to see your published initiative and the attached draft plans.
Now the Initiative record page will be updated to the Initiated Status and you will now be able to view 'All Related Plans' you have created.
You will not be able to edit the Initiative details once an Initiative has been published.
Handover Process
When creating Plans associated with the Initiative, you may be assigning these plans to the 'Planners' within your company. Ensure that you provide any additional information that will enable them to action the plan accordingly. This can be done via chatter on the plan record.