Creating a strategic roadmap is just the beginning of your journey. When you have communicated your roadmap to your stakeholders, in most cases, they will want to see a status update for your initiatives, and preferably in the same format or style as your roadmap.
From our experience, when you are communicating the status of a portfolio of initiatives or projects, most senior stakeholders will not read each project status or highlight report. If you do create an overarching program status report, then they will more then likely want a quick status summary.
The Track step in Jibility will allow you to tag the status of each initiative and provide a description of the status that can be easily published as a document.
Setting the Current Time Period along the Time Horizon
Jibility provides a visual cue for you to indicator the current time period along the time horizon to set the context for the initiative status. This visual cue is a slider that you can set to the beginning, on a column within a stage or at the end of the roadmap.
Note, to learn how to set the Time Horizon please refer to this article.
The following example shows the current time period set to the first column of the Foundation Stage. On this basis, you can conclude that the Digital Programme Established initiative was completed ahead of time and the IT Rebranding initiative is already off-track even though it is not due.
In Jibility, an initiative can be tagged as one of the following statuses
Note: by default, all initiatives are initially marked as Not Assessed.
Tagging Initiative Status
In the Track step, you will see a copy of your roadmap, where each initiative is marked with an initiative status.
If you change the roadmap in the Roadmap step, then it is automatically reflected in the Track roadmap as well. This is what happens if you change the roadmap
- Delete an initiative - The initiative is also deleted from the Track roadmap and the initiative status is also deleted.
- Move an initiative - The initiative is also moved in the Track roadmap and the initiative status is retained (unchanged).
- Add an initiative - A new initiative is also added to the Track roadmap and its default status is "Not Assessed".
To tag an initiative with a status, you can
- Drag and drop a status over an initiative; or
- Double-click an initiative status (on the left panel) to enter painter mode to apply the same status to multiple initiative.
TIPS: Double-click the Initiative Status to enter painter mode and apply a status to multiple initiatives. Then double click again or hit the ESC key to exit painter mode.
Providing an Initiative Status Comment
Select an initiative on the Track roadmap and open the properties panel. In the properties panel, you can enter a commentary for the initiative based on its status. The commentary style and format is up to you as this is a free text field.
TIPS: The initiative progress status comments should describe what was achieved and what was not achieved. What are the risks and issues preventing the initiative from achieving the objectives on schedule, budget or scope.
There are two published documents that show the Initiative Status: Initiative Status document and Prioritised Initiative 2x2.
1) Initiative Status Document
To publish a roadmap showing initiative status and progress commentary, you can open the Initiative Status document. An example is shown below.
2) Prioritised Initiatives 2x2
The "Show Initiative Status" checkbox in the properties panel of the Prioritised Initiative 2x2 can switch from a standard initiative view to show the status of each initiative instead. See the example below.