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In order to measure the progress of an action plan key result, you must create initiatives that show where the objective needs to go for the key result to be finished, since the measurement is not done by numbers, as in the case of greater-better and less-better KRs.
In addition, greater-better and less-better key results can also have initiatives, in which the creation process will be the same.
We have divided this article into four sections to make your search easier, click on one of the options below to go straight to what you want to read:
How to create initiatives?
Step 01
Go to OKRs > OKRs.
Step 02
In the OKRs screen, use the "KR Only key results" option to make your search easier. You can also apply filters for better visualization.
Step 03
After filtering, click on the name of the wanted key result.
Step 04
In the key result, there are two different methods of creating initiatives:
a) From the sidebar screen, click the "initiatives" tab, and then the "+" icon.
b) From the key result's detail screen. First click on the three dots located in the upper right corner of the screen, and then click on "access key result".
On the key result action plan type screen, click the "+new task" icon.
Step 05
Depending on how you access the initiative creation screen, you will find two methods
(a) From the sidebar of the key result:
1- By clicking the "+" icon on the initiatives tab, you just enter the name of the initiative and then save.
2- After adding the initiative, click on the three dots located on the right side of the screen, and then on "access".
3 - The details screen of the initiative will be displayed so you can fill in the missing information.
In the general tab, fill in the following data.
Description: Add more information about the initiative.
Responsible person: Change the responsible person, if it's someone other than you;
Co-responsible person: If you want, add co-responsible persons for the fulfillment of the initiative.
Start date: What is the start date of the initiative?
End date: What is the end date for the fulfillment of the initiative?
Tags: Add tags. They act as a grouping for further searches using the "tags" filter.
Progress Type: Define the type of measurement the initiative will have.
Automatic - from 0 to 100, only with the check option.
Manual - provides the option of the progress rule.
Performance evaluation: When you create an initiative, the button next to "Not Available" will be gray, which indicates that the initiative you created will not be included in any performance evaluation cycle. When you click on the button, it will turn pink and the message will change to "Available", which indicates that the initiative will be included in a performance evaluation cycle, if this cycle includes an initiative evaluation step. Don't forget that after being evaluated, the initiative cannot be edited or disabled.
Another important aspect is that the initiative can only be included in a performance evaluation if the period between the start and end date corresponds to the period of the cycle.
You can also create sub-initiatives, in other words, initiatives that will be included in the larger initiative. For example: Your initiative is to talk to the logistics department about opening a branch in another city. The sub-initiative could be to seek the contact of brokers in the city where the branch will be opened.
To create sub-initiatives, click on the "sub-task" tab. Add sub-initiatives following the same creation process shown for initiatives.
Once you have added the sub-initiative's name, click on the three dots, located on the right side of the screen, to access it and fill in the data, as instructed earlier. Each sub-initiative can have its own deadline and responsible person, and the measurement process is the same as for the initiative.
b) From the key result details screen:
When accessing the key result screen, clicking on the "+" icon will open a new screen to add an initiative. Fill in the information as shown above.
How to edit initiatives?
Once you have created an initiative, you can edit the information according to your needs. Don't forget that editing is only possible if the initiative has not been sent for evaluation, or if it has, the evaluation has not yet taken place.
Step 01
Access the initiative from the key result sidebar or the key result details screen.
Step 02
a) By accessing the initiative from the sidebar, you will have access to the information and you will be able to change whatever is necessary.
b) By accessing the initiative from the key result's detail screen:
How to remove initiatives?
Once you have created an initiative from the key result, you can remove it if you feel it no longer has a purpose. Don't forget that removal is only possible if the initiative has not been sent for evaluation, or has been sent for evaluation, but the evaluation has not yet taken place.
Step 01
Go to the wanted key result and click on the initiatives tab in the sidebar.
Step 02
In the initiative that will be removed, click on the three dots located on the right side of the screen, and then on "remove".
And that's it, your initiative will be removed from the key result.
Or in the key result details screen, click on the "trash can" icon and then confirm your action.
Editing and Disabling Initiatives from the Initiatives Screen
Initiatives can be edited or disabled from the initiatives screen according to the following steps.
Step 01
Go to OKRs > Tasks.
Step 02
In the initiatives screen, filter by the "OKrs" tag.
Step 03
Click on the name of the intended initiative.
Step 04
In the new tab, you can edit the information, as well as disable it.
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!