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Initiatives: Getting Started

The Initiative Manager provides a you and your team with a suite of tools to rapidly build a comprehensive improvement plan. Setting up each initiative provides you with a standard approach to capturing the activities, costs, savings and benefits in order to rapidly build a business case. This information is used to determine your overall initiative score so that it can be compared against other initiatives as well.


The core steps to managing an initiative are as follows:

  1. New: Create a new initiative by defining the activities and business case for improvement
    1. Activities: Define the tasks, owners and due dates
    2. Costs: Define any costs associated with the initiative
    3. Savings: Capture the savings to be realized
    4. Benefits: Define the benefits and initiative score
  2. Execute: Launch the initiative. Tasks are issued to the team. Track your progress in real-time
  3. Review: Perform a final review, capturing any lessons learned and opportunities for improvement
  4. Close: Complete and close the initiative, moving it to the completed state




Stage 1: Design - Creating a New Initiative

New initiatives may be created at any time by SIM Power Users and Administrators. To start a new initiative, navigate to the main Initiative Manager page and click the New Initiative button. The SIM server will perform a quick check to validate your ability start a new initiative - this is dependent on your subscription level and the number of other initiatives that are active at the time.


Depending on your level of access, you may not be able to see all other initiatives currently being managed by others, so if you have any questions, please ask your Admin Contact as shown in the Settings Window.


Once completed, you will be taken to the Summary page where you will be prompted to enter the following details relating to the initiative:

  • Initiative Name: Enter a unique name for this initiative. This is used to identify and distinguish this initaitive from the others
  • Description: Brief details outlining the purpose for the initiative. This information is also visible on the main list of active initiatives
  • Purpose: You should define a brief purpose statement for this initiative. This helps to focus the initiative on key reason(s) for improvement.
  • Goal/Outcomes: Provide a list of specific goals and outcomes to be achieved by this initiative. They should be specific and measurable.


Once you have completed your changes, click the Save Changes button located in the bottom right hand corner of the screen.



For users with Edit Mode access, you will notice a Share button located at the top-right corner of the Initiative Summary page. By default, only Administrators can see your initiative. Sharing allows you to provide read and write access to other Power Users. To enable Sharing, click the Share button and modify the Read and Write options available for each user listed in the Sharing Window.



Next: Please refer to the separate knowledgbase articles for details on how to import/create your activities and optionally for defining your business case (costs, savings and benefits).




Stage 2: Execute

Once you have completed steps 1 to 3 you are now ready to launch the initiative. Select the Summary tab and click the Next Stage button located in the bottom left corner of the screen. This will connect to the server and assign all tasks to the users who are assigned to them. Once this request been completed, the initiative will be updated to reflect that it is now in the Execute phase. All users that have tasks assigned to them will receive an email advising them of the tasks due to be completed.


During the execution of the initiative, the task completion progress can be monitored from the following three locations:

  1. Initiative: The Activities tab shows the list of all tasks and activities imported into the initiative.
  2. Registers: The Improvements and Risks Registers show all source tasks, including those that have been linked to the initiative
  3. Assessment: Tasks generated as a result of an assessment reflect the current status in the list of improvements shown in the Reports tab for that assessment


While the initiative is in progress, refer to the Report tab for a daily updated chart on performance, status summary information and and benefits reporting charts that you have set up.




Stage 3: Review

An initiative can be progressed from the Execute phase to the Review phase at any time. It is usually preferable to wait until all tasks have been fully completed. However, in some instances, it may be necessary to close an initiative early, such as if the initiative is not meeting its objectives, or a new assessment is being performed. Where an initiative is closed early, all outstanding tasks are changed to an Abandoned state.


To complete your initiative, select the Summary tab and click the Next State button located in the bottom left corner of the screen. This will mark all outstanding tasks as Abandoned and change the status of the initative to the Review state.




Stage 4: Complete - Closing the Initiative

The Review stage provides you with the opportunity to capture the lessons learned during the initiative. Proceeed to the Benefits tab and enter the details of all lessons learned, including those which may prove beneficial for future initiatives. Where further improvement opportunities have been identified, these should be added as new entries directly into the Improvements Register.


Once your review is complete, it is important that you finalise the initiative by clicking the Next Stage button located on Summary tab. Performing this step will mark the initiative as completed and set its status to Closed.

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