What are 'Initiatives' ? 

Initiatives are designed to act like large tasks or experiments. The idea is to try out a few approaches to solving the problem presented by the objective or key result to see if you can make progress towards achieving your key result.

If you start a few Initiatives at the start of a quarter, you’ll have plenty of time to see which experiments have the greatest effect on a particular Key Result, and you’ll know where to invest your time and energy going forwards. 

How can I create an initiative?

Adding an Initiative to a Key Result is easy. First, you'll need to go the key result that the initiative will belong to. From there, you can create an initiative by clicking on the 'Add an initiative' button via the 'Initiatives' tab, or, if your Key Result already has an initiative, by clicking 'Options' and 'Add an Initiative':

You'll then be presented with the Initiative creation page, which looks like this:

We'll explain each of the form fields as follows: 

'Initiative name' - Add a succinct name that summarises your initiative here.

'Describe how you're going to do it' - This is an optional field, but we recommend adding a bit of detail about your initiative to help others understand its purpose and aim.

'When does it start and end?' - All initiatives must have a start and an end date. This may run according to the key result's start and end date, or longer, if needed. The point is that you have the flexibility to run your initiative for as long as you deem necessary.

'When are check-ins due?' - You can specify when this initiative should be checked in by. You can either default to the cadence of your organisation, or click 'Add a custom frequency' if you expect the check-in cadence to differ.

'Teams', 'Individuals', 'Goal Leaders' and 'Check-in Owners' - You can search and add any teams or individuals and specify a leader for your initiative in these fields. Simply search for and select them from the list of search results. You can also designate someone as a 'check-in owner'. This will prompt them to check-in on the initiative in accordance with the established cadence.

If the user you want to add to your Initiative isn't present on the system, you can also add their email address to send them an invite. Please see our dedicated invite users article for more information.

'Show percentage progress?' - By default initiatives have progress bars turned on. This is a useful way to help visualise its progress.

'Should this be visible to everyone?' - This determines whether the initiative is private or not. At the moment, this defaults to the privacy level of the parent Key Result, however this may change in a subsequent iteration.

'Invite people to follow this (optional)' - You can invite people to follow your initiative. Every time there is a check-in, they'll be notified about it.

'Add Initiative' - Click on this button to create your initiative. 

Fill out the fields as per your requirements, and click 'Add Initiative' to create your initiative. You'll then be redirected to the newly created Initiative:

From this page you can check-in with progress, add actions or click 'Mark as Done' if you have completed the initiative or have determined that you no longer wish to proceed with it. Don't forget to add the results of your learnings when completing the initiative.

Remember - initiatives are not always going to work, just as experiments don't always succeed. The important thing is to use initiatives to test your hypothesis and make a note of what you've learned from the experience and use these learnings to plot your course to success. 

Need some help?

If you have any questions or need further guidance around this topic, feel free to contact your J3T representative by clicking on the blue speech bubble icon to the bottom right of the page and initiating a conversation like this:

Or alternatively you can also send an email to 'support@just3things.com'. 

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