An initiative is a collection of related actions which are bundled to deliver an outcome.  An initiative should be given a meaningful name that describes the outcome achieved by delivering the initiative.  For example, IT Operations Management Implemented, Help Centre Operationalised, Staff Recruitment & Retention Improved.

There are no limits to the number of or types of actions that form an initiative.  Consideration should be given to the duration required to deliver an initiative based on the number of actions assigned.  Generally, the quicker an initiative can be delivered the better.  Initiatives which can be delivered within 3 months would be preferable to say 12 months.

The type of actions assigned to an initiative should be based on the initiative outcome. As a guideline, here are some ways that related actions could be grouped:

  1. By related capability area - e.g. Governance, Delivery Management, Innovation Management, etc. 

  2. By action type - people, process and physical.

  3. By related disciplines - e.g. Engineering, Project Management, Analysis, etc.

Examples of initiatives (with their associated actions) are shown below:

Formulating initiatives in Jibility

To create an initiative in the Initiative step, drag/drop a New Initiative onto the canvas.  This will add a new initiative on your initiative map and open the properties panel (to the right) where you can give your initiative a name.  An initiative name must be unique.

Once you have created an initiative, you can search for, select and drag an action from the results panel to your initiative.  

Tips: Use the search function to find related actions either by capability name or action type. 

Note, an initiative can be created with no actions assigned.  This is to cater for situations where an initiative is already determined (as it does) but the actions have not been defined.

The initiative map

An initiative map is the visualization of all your initiatives on a page.  New initiatives are always created towards the bottom of the initiative map but all initiatives can be moved and re-positioned anywhere on the map.

You can also select and move actions to re-order them within an initiative or move them to another initiative. 

Tips: Lay out your initiatives on the map in a structured manner whereby related initiatives (based on a common theme) are in the same horizontal row.

Note, selecting an action in an initiative will automatically scroll and select the corresponding action in the search panel on the left.  This is designed to help you quickly identify which capability that action belongs to.

Likewise, when you move back to the Action step, then Jibility will automatically scroll to and locate the action in the capability map.

Deleting an initiative 

To delete an initiative, first select the initiative and then click on the delete button (the trash can icon in the top left corner), which is illustrated below:

Note, when you delete an initiative, then the initiative is also removed from the roadmap.

Deleting or removing an action from an initiative

To delete an action from an initiative, you must select the action and then click on the delete button. 

In the Initiative step, deleting an action from an initiative is simply "Un-assigning" the action from the initiative. The action is not deleted but simply returned back to the list of available actions for assignment (which is the list in the left-hand panel).

You can tag each initiative with a custom defined label.  Labels can be applied as a filter to help you focus on a set of initiatives at a time.  See the following article for more on how to use labels:

Using labels to tag and filter initiatives

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