An Initiative is a collection of related Courses of Action 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 Courses of Action that form an Initiative. Consideration should be given to the duration required to deliver an Initiative based on the number of Courses of Action 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 Courses of Action assigned to an Initiative should be based on the Initiative outcome, as a guideline here are some ways related initiatives could be grouped
- By related Capability area - e.g. Governance, Delivery Management, Innovation Management, etc.
- By Course of Action type - people, process and physical
- By related Disciplines - e.g. Engineering, Project Management, Analysis, etc.
Examples of Initiatives (with their associated Courses of Action) are shown below.
Formulating Initiatives in Jibility
To create an Initiative, when 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 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 a Course of Action from the results panel to your Initiative.
Tips: Use the Search function to find related Courses of Action either by Capability name or Course of Action type
Note, an Initiative can be created with no Courses of Action assigned. This is to cater for situations where an Initiative is already determined (as it does) but the Courses of Action have not been defined.
The Initiative Map
An Initiative Map is the visualisation 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 Courses of Action to re-order them within an Initiative or move them to another Initiative.
Tips: Layout 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 a Course of Action in an Initiative will automatically scroll and select the corresponding Course of Action in the search panel on the left. This is designed to help you quickly identify which Capability that Course of Action belongs to.
Likewise, when you move back to the Courses of Action Step then Jibility will automatically scroll to and locate the Course of Action in the Capability Map.
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