Creating an initiative is the first step in setting up your strategic plan in Howwe.
Create a Company Initiative
Go to Company and then All Initiatives.
Click Create Initiative.
Fill in the information (see below).
Click Create.
Important: Always give the initiative a clear purpose, an owner and start and end dates. If you have clear objectives, add them too. This makes it easy for everyone to understand why the initiative exists, who is responsible and when it should be done.
Fill in the information
Purpose: describe why the initiative exists and what difference it should make. A good purpose is the most important part of the initiative, so take your time with it.
Owner: choose who is ultimately responsible for the initiative.
Start date and end date: set when the initiative starts and when it should be done.
Objectives: if you have clear objectives, add them here. Click + to add more than one.
Tag icon: choose an icon for the initiative.
Align to Goal: connect the initiative to the goal it supports.
Profit (optional) and Revenue (optional)
Read more in Purpose and objectives for Initiatives.
Tip: Initiatives are sorted by number and then alphabetically. To put them in a different order, start the title with a number.
Company Initiative or not?
Mark as company initiative is turned on by default, so the initiative appears under Company Initiatives.
If you turn it off, the initiative is created as a regular initiative and appears under Initiatives instead.
Create a sub-initiative
Go to Company and then All Initiatives.
Select the initiative you want to add a sub-initiative to.
Click the three-dot menu and then + Create Sub-initiative.
Fill in the information about the sub-initiative.
Click Create.
