Manage Initiatives

Managing initiatives through implementation

During implementation, the initiative owner needs to be across key initiative components: Actions: Manage weekly actions (short term actions needed...

Creating and updating initiative impacts

Steps to create initiative impact: Select initiative ‘Impacts’ tab for the initiative Select ‘Add impact’ button Complete ‘Create impact’ form...

Create and update initiative actions

Initiative stakeholders can keep track of short term actions needed to implement the initiative. These are intended to be the...

Create and update initiative issues

On-going initiative issues can be opened/closed at any point during the initiative lifetime. Initiative owners should consider escalating issues to...

Update initiative health

The initiative health status is highlighted in multiple locations whenever the initiative is listed (initiative status dashboard, status reports etc)....

Create and update initiative risks

Risk identification and mitigation Risk identification is considered best practice prior to implementation during the implementation planning stage. A risk...

Viewing/editing KPIs

View a KPI by selecting the KPI (e.g., ‘Price per unit’). Select the edit ‘button’ for the KPI data row...

How to create and update workplan steps

Create plan step Steps to create a workplan step: Select the initiative’s ‘Plan’ tab Select ‘Create plan step’ button Complete...

How to sustain results

A major challenge for all improvement programs is to sustain improvement. In other words, sustain the performance uplift from the...

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