This guide walks you through setting up your strategic plan in Howwe, step by step. Each step links to a full guide with more details.
1. Promote users to Initiative Admins
Before you create initiatives, decide who will manage them. If you're unsure, you can make yourself the Initiative Owner for now and change it later.
Go to Strategic Plan and open the Setup Panel.
Select Admins.
Search for the person and select them.
Click Promote to Admin.
Full guide: Manage Initiative Admin & Initiative Owner
2. Create initiatives
Go to All Initiatives and click Create Initiative.
Fill in the information. Always give the initiative a clear purpose, an owner and start and end dates, and add objectives if you have them.
Click Create.
Sub-initiatives
Select the initiative you want to add a sub-initiative to.
Click Manage and then + Create Sub-initiative.
Fill in the information and click Create.
Full guide: How do I create an initiative?
3. Enroll teams in the initiative
Select the initiative.
Click Manage and then Manage teams.
Choose the team and click + Enroll team.
Full guide: Join an Initiative
4. Create milestones
Select the initiative and open the Milestones tab.
Click + Create milestone, fill in the information and click Create milestone. Or use the Plan milestones feature in Howwe, which helps you plan the milestones based on the initiative and any documents you add.
All teams enrolled in the initiative can now see the milestone when they plan their Key Activities.
Full guide: How do I create a milestone?
5. Connect Key Activities to the milestones
In the Milestones tab, click the milestone. The Milestone Details panel opens.
Under Connected Key Activities, click + Add Key Activity.
Select the team, fill in the information and click Create.
Full guide: How do I connect a Key Activity to a milestone?