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INTRO
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Initiative Launch
+ Create project
An initiative means we are improving something about how we operate (e.g. a process, system, service, or major product change)
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Judy Butler
10:15pm
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Burt Crumb
10:16pm
@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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Marty
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March 23
MARKETING SEO -
Win the market and all the users for years to come
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Initiative Template - 1
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WORKSPACE
Manage workspace
Frameworks
TEAM
New team
Manage team
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CYCLE
2024
Q1
Q2
2023
Q4
Initiative - 1
PROJECT
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JB
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Initiative Name
JB
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Goals - What are we trying to achieve?
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Requirements - What does it need to do?
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DISCUSS
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Should we do this? Is it worth it?
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Any additional changes to the requirements
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What are the concerns - How will the be addressed?
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Anyone else that should or should not be involved?
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Are there any alternatives to consider?
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LAUNCH
JB
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Approved Budget (time + dollars)
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Scheduled progress update
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PROGRESS
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What have we done so far?
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Can the requirements and deadline be met given the budget?
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ROLLOUT
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Did we meet the original goals and requirements? If not, what happened?
JB
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Is there anything further required to complete the project?
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How did we come in compared to budget for time and expense?
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Are any concerns still an issue?
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Schedule for post roll-out review
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REVIEW
JB
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Let's look at the metrics. Did we meet the success criteria?
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Has it caused any unforeseen effects?
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Do we need to do something else, or do this again?
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Do we need to kill this?
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CANCEL
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What happened - why did we decide to stop?
JB
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Should this be re-purposed into another initiative?
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Is there anything we could or should have done differently in the initial discussion process to improve?
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