You can work backwards from the Roadmap step by adding initiatives directly onto your roadmap and also by adding Courses of Actions directly into your initiatives. 

When working forward, you would typically create a capability and then develop a list of Courses of Actions required to change the capability in order to deliver to your objectives.  The following diagram illustrates how Courses of Action are derived from Capabilities and then assigned to Initiatives..

Sometimes, you may already have a list of initiatives, but you need to expand these into a list of actions (Courses of Action), which you may at a later date assign to a capability.  The following diagram shows how initiatives are created on a roadmap and then the Courses of Action are added to the initiatives directly, which results in these Courses of Action being placed in the Unassigned list of the Capabilities step.

Adding an unassigned Course of Action to an Initiative

In the Initiative step, you can drag and drop a "<<New Course of Action>>" directly into an initiative on your page as shown in the diagram below.

TIPS: you can change the properties of a Course of Action here in the Initiative step. With this working backwards feature you no longer have to jump back into the Courses of Action step to change a course of action properties, such as its name.

All your unassigned Courses of Action are listed in the left-hand panel under the "Unassigned Courses of Action" capability name (as shown in the diagram below).  An unassigned Course of Action is simply a course of action that is not yet assigned to a capability.  

Note, Courses of Action assigned to the same capability must have a unique name.  That is, two Course of Action assigned to two different capabilities can have the same name.  Therefore, Courses of Action which are in the "Unassigned Courses of Action" list must also have a unique name.

Assigning Courses of Actions to Capabilities

In the Courses of Action step, you will see in the top left corner the Unassigned link.  This link will show the number of unassigned courses of actions waiting to be assigned.  In the following example, the Unassigned link shows "[6]" which indicates that six courses of actions are not assigned to capabilities.

To assign your courses of action

  1. Select the Unassigned link and the list of unassigned courses of action is shown in the bottom panel; and
  2. Drag and drop an unassigned course of action into a capability..

Deleting unassigned Courses of Action

Unassigned Courses of Action can be deleted from the Courses of Action step only.  To delete an unassigned course of action:

  1. Click on the Unassigned link in the top left corner;
  2. Select a Course of Action in the unassigned list; and
  3. Click on the delete button.  The delete button is shown in the diagram below.




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