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 in question, and then click on the 'Add' button to the top right hand side of the Key Result window:
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 it in more detail' - This is an optional field, but we recommend adding a bit of detail about your initiative to help others understand its purpose and aim.
'Start date' & 'End date' - 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.
'Teams', 'Individuals' and 'Goal Leaders' - 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.
'Show a progress bar?' - By default initiatives have progress bars turned on. This is a useful way to help visualise its progress.
'Who can see this Initiative?' - 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.
'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 taken back to the Key Result, where you'll see the new initiative located just below the main Key Result window:
You can now click on the Initiative to be taken to its own dedicated page, where you can start working on your initiative. 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.
For further guidance on creating your Initiatives, take a look at our dedicated help video here.
Need more 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 'email@example.com'.