About Initiatives

Although Initiatives are at the lowest level of the strategy hierarchy, they are important because they provide data at the day-to-day level, enabling your organization to monitor how effectively your organization’s employees perform the tracked processes and procedures.

Creating and managing Initiatives is more complex than working with Perspectives and Objectives. Note the following about Initiatives:

  • Unlike Perspectives and Objectives, the system administrator does not usually create or manage Initiatives; they are created and managed by people with special user roles. These roles grant creation, review, edit, and approval permissions at various stages of the Initiative life cycle.
  • Each Initiative is associated with only one Objective.
  • Each Initiative has its own plan file page, to which you can attach documents if you have the permissions to do so.
  • Although Initiatives do not have begin and end dates, their milestones and measures do. The time frame for milestones and measures should match or fall within the Period Begin and Period End dates of the Objective to which the Initiative is associated.
  • MeasuresData collectors used to determine the number, amount, percentage, or some other defined unit, including performance status, of the items to which they are applied. Measures are applied to Perspectives, Objectives, and Initiatives. assigned to Initiatives allow you to gather performance and trend data.
  • Initiatives are automatically assigned two milestones to track the beginning and end of the Initiative. You can add additional milestones between these milestones to track the progress of executing the Initiatives in the work environment.
  • Initiatives have two kinds of “status” because they have associated milestones: milestone status and measure performance. However, an Initiative’s overall performance is based on its milestone status.
  • Initiatives must be approved through the Initiative creation approval process before they can be used in the system.
  • When Initiative measure data or milestone status needs updating, the Initiative owner usually does this and processes the changes through the Initiative update approval process.
  • The Initiative Status report, available from the Reports menu in the Navigation panel, lists the status of each Initiative included in the report.
  • The Cost Reduction Status report, available from the Reports menu in the Navigation panel, displays performance results from Initiatives that have cost-saving measures from the PI-Dollars-Performance Improvement class.
  • When Initiatives reach their end of life, they are retired through the Initiative completion process.

About the Initiatives page

NOTE: To view Initiative information on this page, you must have at least one of the following user roles: Initiative Creator, Initiative Approver, Strategy Management Executive, Strategy Management Admin; or, be designated as an Initiative sponsor or Initiative owner. Depending on your access rights, you may or may not have access to all of the features and functionality described here.

The Initiatives page lists all Initiatives in the system that are somewhere in the creation approval or update approval process. Initiatives that are completedAn Initiative that has reached its end of life, is no longer gathering measure data, and for which all milestones are Completed. or have been aborted are not included.

Initiatives page overview

Viewing Initiatives

For each Initiative, you can view milestone status, Initiative name, owner, sponsor, approval stage, and the Objective to which the Initiative belongs. You can expand an Initiative row to view its measure data.

NOTE: Initiative status is determined by milestone status instead of measure performance. For details on how milestone status is determined, see Milestone status.

To view Initiatives:

  • At-a-glance KPI icons and the Status column indicate Initiative status.
  • To see how many Initiative are in each approval stage, view the stage tiles at the top of the page.
  • To filter the list by approval stage, click the corresponding stage tile.
  • To search for an Initiative in the list, type some keywords in the Global Search field.
  • For more sorting and filtering options, see Sort and filter the list of Initiatives.
  • To view an Initiative’s measure data row, click the blue arrow icon () to expand the row.
  • To view performance trend details for an Initiative’s measure, click the graph icon ().
  • To access the plan file for an Initiative, click the folder icon () to the left of the Initiative name.

Initiative tasks

Most of the following tasks are performed on other Initiative pages but most of those pages are accessible from the Initiatives page.

See also