Add a measure to an Initiative

Use these instructions to add measures to Initiatives. To add measures, you must be either an Initiative creator, sponsor The user who authorizes Initiatives, including those that are proposed by someone else and those that they propose. The Initiative sponsor does not create Initiatives but instead provides authority for work to be done on Initiatives. The sponsor also reviews and approves Initiatives during various stages in Initiative approval processes., or owner The user responsible for ensuring that the Initiative is executed and that its measure data and milestone statuses are updated according to schedule. The Initiative owner is also responsible for reviewing the Initiative during the creation approval process.. When you can add measures depends on where the Initiative is in the approval process. For more information, see Edit an Initiative.

To add a measure to an Initiative:

  1. Open the Initiative’s plan file.

  2. In the plan file, click the Milestones/Measures tab.
  3. In the Measure section, under the Measure column heading on the left, click Add a Measure.
  4. In the Calc Method Variables dialog:
    1. From the Select a Measure drop-down, select the measure.
    2. If applicable, from the Select a Department drop-down, select the department to which this Initiative applies.

    3. If you selected a department in Step 4b, then from the Select an Entity drop-down, select the entity to which this Initiative applies. Alternatively, you can select an entity without selecting a department if the measure applies to the entire entity.

      TIP: You can apply the same measure to multiple departments if you want to collect the same kind of measure data for different departments. Just add the same measure and select the same entity, but select a different department for the second measure. The system evaluates each department/entity as a unique measure, then displays a roll-up performance A type of KPI icon that represents a combination of measurements derived from a group of single measurements; these can apply to Perspectives, Objectives, and Initiatives. icon. You can still see data for the individual departments by clicking the drop-down arrow for the Initiative on the Initiatives page, as shown in the following example:


    4. Click Apply.

    The new measure displays in the Measures list.

  5. In the Baseline field, type the starting point data number.

  6. In the Target field, type the number to use as a comparison point for data gathered by the Initiative. Take the measure’s MeetsTargetDirection The MeetsTargetDirection attribute tells the system how to determine if the collected measure data is favorable or unfavorable compared with the target that is set when the measure is added to a Perspective, Objective, or Initiative attribute into consideration when setting the target The number used as a comparison point against which measure data is compared to determine if the measure data is favorable or unfavorable. The user assigning the measure to a Perspective, Objective, or Initiative, sets the target. The target typically comes from either a benchmarked or budgeted number..

    IMPORTANT: When you save an Initiative after adding a measure in the Initiative plan file, data rows for each frequency period The frequency unit of time. If the frequency is monthly, the unit of time is one month. If the frequency is quarterly, the unit of time is one quarter of a year, simi-annually is half a year, etc. in the measure’s active time frame are automatically created in the data table where the Initiative measure data is stored. To ensure that the target is included in all of the data rows, you must add the target before you save the Initiative.

  7. In the Start Date field, click the calendar icon (), and select a start date for the measure.

    NOTE: The system defaults to the first of whichever month you select, regardless of the date of the month selected.

  8. In the End Date field, click the calendar icon (), and select an end date for the measure.

    IMPORTANT: Ensure all measure time frames fall within the Period Begin and Period End dates of the Objective with which the Initiative is associated.

  9. Click Save.
  10. Do one of the following:
See also