Create and manage (standalone) Initiatives

What Initiatives are

Other than Goals and Key Results, which measure outcome, Initiatives describe the work items (tasks, project or evergreen work) that influence Strategy execution and are clearly defined hypotheses about what might have the biggest impact on getting closer to the target value of a Key Result. They can be standalone and do not need to be tied to a Goal. 
Our clear suggestion though is, that Initiatives are tied to a Goal.

 

Where to find Initiatives

In Workpath, Initiatives can be accessed through any workspace and have their own Tab.
If you are the owner of an initiative, you will also find them on your for me page. 

Initiative Timeline

In Workpath, Initiatives can be found in the Goal Room of the Goal they contribute to as well as on the page of the team that owns the Goal. On your For Me Page and on your Team Page, right below your Goals you can find the Initiative Timeline.

This Initiative Timeline allows you to plan, visualize and communicate the Initiatives and projects that are happening towards Goals directly in one view with the Goals, drawing a connection from what is worked on (Output) to what should be achieved in Goals (Outcome). 

It will appear automatically as soon as you are assigned as the owner to at least one Initiative and will show all of your Initiatives from all Goals of the selected cycle.

 

Managing Initiatives

Create

1. Navigate to the Team you want to create an initiative for
2. Click on the Initiative Tab and hit the blue +Add Initiative Button (a slider will open)
3. Give the Initiative a title, an optional description as well as a start and end date
4. Hit save changes
5. Going back into edit mode allows you to add an alignment by linking Goals, Key Results or other Initiatives

View

You can see any Initiative in the Initiative Tab of any Workspace.

Additionally, if Initiatives are tied to Goals, you can Expand Goals in the GoalRoom and drill down to their Initiatives.

Move (Timeline)

1. Grab the Initiative bar to move it without changing its duration
2. Grab and move the blue boxes one the ends to adjust start or end date without entering the editing mode

Edit/Delete

1. find the edit pen ✏️ on the very right of the initiative 
2. Click Edit
3. Edit or delete Initiative 
4. Click Save after making changes

Update (from Timeline View)

1. Move cursor over the Initiative
2. Click Update
3. Select current status
4. Add optional comment
5. Click Update status to save changes and notify Goal stakeholder

💡 To make sure you don't lose track of your Initiatives, recommended actions as well as reminder emails are sent out to you to inform you about the Initiatives for which the start or end dates have passed without being updated to in progress / done. 

 

Jira and Azure DevOps integrations

Initiatives can also be added from and connected to Jira or Azure DevOps. Learn how to set both integrations up here and here respectively.